Apple's memory stockpile is holding for now, but price rises still loom
Apple has so far avoided passing memory price increases to consumers by using its stockpiled inventory, but CEO Tim Cook warned of growing cost pressures that will significantly impact future quarters. Despite successfully offsetting higher memory costs in the March and June quarters, Apple's ability to insulate itself is limited as demand from AI infrastructure continues to strain supply. Cook emphasized the company is evaluating options as the situation evolves, with potential implications for pricing or margins beyond the June quarter.
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News Apple's memory stockpile is holding for now, but price rises still loom Malcolm Owen 0 e-mail BlueSky Mastodon X Facebook Reddit Thu Apr 30 2026, 06:03 PM EDT · 1 minute read A Samsung LPDDR5X memory chip - Image Credit: Samsung Apple's ability to prevent memory prices from increasing the cost of iPhones and other products won't last forever. Tim Cook has warned that it's only going to get harder to do so. The consumer tech industry is struggling to deal with the cost of memory, with supplies choked by the extreme demand of AI infrastructure build-outs. While Apple has managed to stop the cost impacting the price of its products so far, even it has its limits.
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