Apple warns of unprecedented memory chip price rise and iPhone supply limits

· Tech · United States

Apple warned of an "unprecedented" rise in memory chip prices as it battles with data centres for supplies, and said it is unsure when it will get more foldable iPhones ahead of Christmas, admitting "constraints" are affecting supplies of the iPhone Duo. The iPhone maker said its decision to raise prices had offset some of the impact, and revenues were stronger than expected, though its shares fell in after-hours trading. Apple is competing with AI data centres for memory components, a squeeze that has driven DRAM prices sharply higher across the industry.

Why it matters：Apple's warning shows the AI buildout is now squeezing consumer electronics supply chains through memory prices, with knock-on effects for device costs worldwide.

Key points

  • Apple flagged an "unprecedented" rise in memory chip prices.
  • The company said iPhone Duo supplies face "constraints".
  • Revenues beat expectations but shares fell after hours.

Sources (original reporting)

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