Ripple effect: In the run-up to the launch of the foldable iPhone Ultra, iPhone 18, and iPhone 18 Pro, Apple and its assemblers are working to secure enough mobile DRAM. The core of the new lineup is the A20 Pro chip, Apple's first processor built on TSMC's N2 node, which moved into volume production earlier this year. Sources say A20 Pro production on N2 is running well, with good volumes and yields. Wafers with A20 Pro dies are stacking up while they wait for memory chips to arrive for WMCM packaging. Apple plans to make about 200 million units of the foldable iPhone Ultra, iPhone 18, and iPhone 18 Pro over the life of this generation, assemblers have been told.