Apple to raise prices due to memory chip shortage, CEO tells WSJ - Yahoo Finance

Apple plans to raise product prices due to rising costs of memory and storage chips, as revealed by CEO Tim Cook in an interview with the Wall Street Journal. The price hike stems from a surge in dema... Read original →

The insatiable demand for HBM from AI servers is dragging consumer electronics into a cost quagmire. Apple’s price hike reflects a structural DRAM imbalance: NVIDIA and other AI chipmakers are monopolizing TSMC’s CoWoS packaging and HBM output from Samsung and SK Hynix, starving mobile devices of LPDDR5 supply. This technical cascade forces OEMs to either erode margins or pass costs to consumers. Geopolitically, U.S.-EU 'friend-shoring' policies amplify procurement complexity and inventory costs for non-domestic firms. Samsung may exploit Apple’s move to justify premium Galaxy pricing, while Taiwan, China-based foundries accelerate AI-memory capacity shifts. Over the next 12–24 months, consumer electronics will face dual pressure from high component costs and inventory correction—only cash-rich or vertically integrated players will survive.