TSMC reportedly has $1 billion of Apple chips awaiting delivery of DRAM — will this be what powers the iPhone 18 Pro?

A TSMC Silicon Wafer.

• TSMC reportedly holding roughly $1 billion of finished A20 Pro wafers that cannot be packaged because the DRAM they must be integrated with has not yet arrived
• The bottleneck exists because Apple moved the A20 Pro to TSMC's WMCM packaging, which bonds processor and memory at the wafer level, removing the option of stockpiling finished dies and adding memory later
• The launch is not expected to slip but could mean that post-launch inventory could be dicey, with thin stock and extended delivery estimates the likely outcome for Apple's upcoming devices

Around a billion dollars of finished Apple silicon is reportedly sitting at TSMC with nowhere to go, reports have claimed.