Apple may raise iPhone prices
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Apple faces a structural margin headwind from surging DRAM and NAND prices driven by AI server demand, threatening its premium valuation. With 74% of revenue tied to hardware, Apple's exposure to memory price inflation is huge, risking a 4.9% gross margin ...
DRAM shortages are set to impact smartphone manufacturers like Apple in 2026, but the company is going to try to keep iPhone 18 prices steady despite having to pay more for components, according to Apple analyst Ming-Chi Kuo. Kuo says that Apple negotiates ...
Apple's MacBook lines will not be badly affected by the extreme memory, processor, and SSD price increases, that are forcing the rest of the industry to hike retail prices more than 40%. The tech industry is currently being squeezed by demand for chips ...
