Rising Memory Costs Challenge Apple's Profit Margins and Pricing Strategy for iPhones and Macs

11/04/2026

The artificial intelligence boom may be about to reach a place most consumers were not expecting: the price of their next phone or laptop. Apple (AAPL) is warning that the cost of memory chips is...

11/04/2026

Opting for more RAM or storage when buying Apple devices has always been an expensive business, with the company famously charging huge markups. Apple said in its most recent earnings report that...

11/03/2026

John Ternus delivered his first earnings report as Apple CEO on Monday, describing the memory-pricing environment as "unprecedented" while expecting costs to rise beyond the quarter ending in...

11/03/2026

CEO John Ternus warned investors to expect even higher memory prices for the December quarter.

11/03/2026

The iPhone maker has benefited from using memory purchased at lower prices, but that advantage is expected to diminish over time, leaving more of its purchases exposed to higher prices.

11/03/2026

Apple posted record September-quarter revenue as iPhone and Mac sales surged, but rising memory costs are squeezing margins while iPad revenue continues to fall.