In a recent episode of Dwarkesh the guest who is a semiconductor industry analyst predicted that an iPhone will increase in price by about $250 for the same stuff due to increased ram/chip costs from AI. Apple will not be able to afford to put a bunch more RAM into the phones and still sell them.

> In a recent episode of Dwarkesh the guest who is a semiconductor industry analyst predicted that an iPhone will increase in price by about $250 for the same stuff due to increased ram/chip costs from AI. Apple will not be able to afford to put a bunch more RAM into the phones and still sell them.

Apple recently stated on an earnings call they signed contracts with RAM vendors before prices got out of control, so they should be good for a while. Nvidia also uses TSMC for their chips, which may affect A series and M series chip production.

Yes, TSMC has a plant in Arizona but my understanding is they can't make the cutting edge chips there; at least not yet.