Apple Raises Mac and iPad Prices by Up to $300 Amid Memory Cost Surge from AI Demand
Summary
Apple has quietly raised prices on Macs and iPads by $100–$300 due to a surge in high bandwidth memory costs driven by AI server demand, with memory prices quadrupling over three quarters. Apple's stock fell 5.3% to $277.76. The company delayed passing costs as long as possible but could not fully absorb the shock despite near-50% margins. iPhone pricing remains unaffected for now. The article also notes strong earnings from memory suppliers Micron (revenue up 345.7% YoY) and Western Digital.
Source
bskyApple Raises Mac and iPad Prices by Up to $300 Amid Memory Cost Surge from AI Demandbriefly.coKey quotes
· 3 pulledApple said it delayed passing costs as long as possible
with margins near 50% it could not absorb the full shock
memory prices quadrupling over the past three quarters
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