Apple's pricing stability erodes as AI memory costs strain its supply chain
By
Tobi Opeyemi Amure
Summary
Apple's historically stable pricing, enabled by its superior supply chain management, is now under threat due to the rising costs of AI-capable memory and storage components. The article argues that Apple can no longer absorb these cost fluctuations, meaning consumers will face higher prices or reduced specifications in future products as the AI era demands more expensive hardware.
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Key quotes
· 3 pulledFor most of the last decade, one promise held across the technology aisle. You paid a premium for the best-built hardware, and in exchange the number on the price tag held still.
That stability was never an accident. It was a product, engineered as carefully as the devices themselves.
Tariffs came and went. The dollar swung. Memory and storage costs spiked and cooled. Through all of it, the industry's strongest supply chain, the one rivals study like scripture, absorbed the shock.
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