Apple Expects Sharp Memory-Cost Rise Through Q2 and Beyond

1 min read
Source: MacRumors
Apple Expects Sharp Memory-Cost Rise Through Q2 and Beyond
Photo: MacRumors
TL;DR Summary

Apple said memory costs rose in the March quarter and will be significantly higher in the June quarter and beyond, driven by AI-server demand and global supply constraints. The impact is being offset by selling existing inventory, and Apple is evaluating a range of options as inventory runs down and costs continue to rise.

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