The expiration of Apple's long-term memory supply contracts in January 2026, coupled with a reported surge in memory prices, may force Apple to increase the price of its upcoming iPhone 18 series. This 'tech inflation' due to memory chip shortages and price hikes could impact shipments from suppliers like TSMC, Foxconn, and Largan Precision. Apple is reportedly exploring options to mitigate price increases by negotiating lower prices for other components, though suppliers with leading technology are expected to be less affected.