Apple supplier memo raises NAND density targets for on-device model caches

CUPERTINO, Calif. — Cupertino's quieter Siri overhaul is showing up as a bill-of-materials problem for memory makers, not a keynote slogan.

Two suppliers, speaking on condition of anonymity, said 2026 volume guidance now assumes higher-density NAND and a thicker mix of Apple-designed co-processors than last year's plan.