Apple Responds to Skyrocketing RAM and Storage Chip Prices
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices in the supply chain.
Prices for RAM and NAND storage chips are surging lately due to high demand from companies building out AI servers, resulting in supply constraints.
Cook said that rising memory chip prices had a "minimal impact" on Apple's gross margin in the fourth quarter of the 2025 calendar year, but he does expect a "bit more of an impact" on the company's gross margin in the current quarter.
Cook added that Apple is aware of the rising prices and "will look at a range of options to deal with that" over the long term, if necessary.
Apple reported record-breaking revenue of $143.8 billion last quarter, up 16% year-over-year, and it is predicting similar 13% to 16% year-over-year growth and gross margin of 48% to 49% in the current quarter, so the company is still reporting impressive earnings results despite concerns surrounding memory chip prices.
Popular Stories
Apple released iOS 26.5 after a few months of beta testing, and while it doesn't have the Siri features we were hoping for since those are being held until iOS 27, there are a handful of useful changes worth knowing about.
Subscribe to the MacRumors YouTube channel for more videos.
End-to-End Encryption for RCS
Support for end-to-end encryption (E2EE) for RCS messages between iPhone and...
We're only four months out from the launch of Apple's premium next-generation smartphone lineup, and while we're not expecting a sea change in terms of functionality, there are still several enhancements rumored to be coming to the iPhone 18 Pro and iPhone 18 Pro Max.
One thing worth noting is that Apple is reportedly planning a major change to its iPhone release cycle this year, adopting a...
While the ongoing RAM chip shortage is leading some Android smartphone makers to increase prices, one analyst believes that Apple will take advantage of the situation with the upcoming iPhone 18 Pro and iPhone 18 Pro Max.
In a research note with GF Securities today, analyst Jeff Pu said he expects Apple to outperform in the smartphone market by having an "aggressive pricing strategy" for the ...
