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Apple Stock Slides as Tim Cook Warns of Rising Memory Costs - Apple (NASDAQ:AAPL)

Apple is evaluating options as rising memory costs pressure its business, while iPhone prices remain unchanged for now.

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arstechnica.com

9to5mac.com

benzinga.com

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benzinga.comStai leggendo2 h fa

Apple Stock Slides as Tim Cook Warns of Rising Memory Costs - Apple (NASDAQ:AAPL)

Apple faces surging DRAM costs through Q3+, raising Mac/iPad prices while iPhones stay flat; Cook warns of '100-year flood' with 3 memory suppliers. Signals margin squeeze and potential iPhone pricing pressure—critical for tech leaders' capex as SK Hynix forecasts 2027's worst supply shortage.

originale

arstechnica.com10 h fa

Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

iPhone sales grew 22% to $54.25B in Q3, but rising memory costs and supply strain threaten pricing power. Memory price inflation through 2026 will likely trigger iPhone increases, impacting enterprise refresh cycles and IT procurement budgets.

Timeline cronologica

venerdì 31 luglio 2026·arstechnica.com
Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large
The iPhone and Mac sold well, but memory costs threaten further price increases.
venerdì 31 luglio 2026·9to5mac.com
Tim Cook says more memory suppliers may not necessarily mean lower product prices - 9to5Mac
During today’s conference call, Tim Cook suggested that adding more suppliers may not actually bring product prices back down.

Apple Stock Slides as Tim Cook Warns of Rising Memory Costs - Apple (NASDAQ:AAPL)

Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

Timeline cronologica

Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

Tim Cook says more memory suppliers may not necessarily mean lower product prices - 9to5Mac

Tim Cook says more memory suppliers may not necessarily mean lower product prices - 9to5Mac

Apple Stock Slides as Tim Cook Warns of Rising Memory Costs - Apple (NASDAQ:AAPL)