Apple warns memory crunch will increasingly hit its business
Updated
Updated · CNBC · Apr 30
Apple warns memory crunch will increasingly hit its business
15 articles · Updated · CNBC · Apr 30
Tim Cook said supply constraints worsened from March and will hit several Mac models in the June quarter, even after Apple posted 17% fiscal second-quarter revenue growth and strong guidance.
The warning came as Microsoft and Meta also cited higher memory prices, with Microsoft projecting a $25 billion component-cost hit and Meta lifting 2026 capital spending to as much as $145 billion.
AI-driven demand for Nvidia-based infrastructure has tightened global memory supply, raising costs for phones and PCs; analysts say Apple may seek longer-term supply deals, raise some prices or accept lower margins.
How will Apple's new CEO navigate the AI chip crisis threatening its product pricing and supply?
With AI devouring global chip supplies, are affordable consumer electronics becoming a thing of the past?
Is the memory 'supercycle' a genuine market crisis or a manufactured justification for historic price hikes?