What are DRAM and NAND chips?

DRAM and NAND are types of memory chips used in electronic devices for data storage and processing.

Were other companies affected besides Apple?

Yes, shares of Micron (MU) fell 3.2%, while Microsoft (MSFT) and Meta (META) saw minor declines.

What is the impact of this drop on investors?

The drop reflects market sensitivity to supply chain disruptions; investors should closely monitor memory chip supply developments.

Apple Stock Drops 6.6% on Memory Chip Supply Concerns

Apple (AAPL) shares dropped 6.6% on Thursday after concerns about a potential shortage of DRAM and NAND memory chips, which are used in Mac, iPad, and Vision Pro devices, spooked investors.

June 26, 2026

2 min read

Source: 24/7 Wall St.

Key Numbers

stock drop

6.6%

company

Apple Inc.

Apple (NASDAQ:AAPL) shareholders woke up Thursday to find the world's most valuable company undone by a memory chip the size of a Tic Tac. Shares fell as much as 6.6% after reports of potential shortages of DRAM and NAND modules used in every Mac, iPad, and Vision Pro on the shelf.

Reasons for the Drop

The decline stems from concerns over supply disruptions of DRAM and NAND memory chips, essential components for Apple's product lineup. These chips are supplied by companies like Micron (MU) and Samsung, and reports suggest possible supply chain issues.

Broader Context

The drop comes after a strong run for Apple stock, which had gained 12% over the past month. The broader tech sector has been volatile due to geopolitical tensions and inflation worries.

Similar Moves in the Sector

Apple wasn't alone; other tech stocks like Microsoft (MSFT) and Meta (META) also saw minor declines, but the biggest impact was on chip suppliers like Micron (MU), which fell 3.2%.

What This Means for Investors

While the drop is sharp, it highlights the market's sensitivity to supply chain disruptions. Investors are closely watching memory chip supply developments, especially ahead of the upcoming product launch season.

Frequently Asked Questions

Apple stock dropped due to concerns over potential shortages of DRAM and NAND memory chips used in Mac, iPad, and Vision Pro devices.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.