Apple Expects 'Significantly Higher Memory Costs' in June Quarter and Beyond
MacRumors • • technology
Key Points:
- Apple experienced higher memory costs during the March quarter, with expectations for these costs to increase significantly in the June quarter and beyond, impacting the company's business.
- CEO Tim Cook noted that the current impact has been partially mitigated by selling existing inventory, but costs will rise as these stockpiles diminish.
- Apple is exploring various options and continues to evaluate how to manage the rising memory costs, though specific strategies have not been disclosed.
- The surge in memory prices is driven by global supply constraints, as chip makers prioritize memory allocation for AI servers over consumer devices.
