Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion

Apple is about to feel the squeeze from rising memory prices, with the cost of RAM climbing just as the company heads into its busiest shopping season. According to Reuters, Apple expects to pay more for memory in the December quarter, with the CEO, John Ternus, describing the current price increases as “unprecedented. The company has so far managed to soften the blow by using memory bought at lower prices, cutting costs elsewhere and raising prices on some products. However, it is reported that its manufacturing bill has climbed by $33 billion in just a few months.

AI data centers are swallowing the world's memory and storage supply

Samsung debuts three next-generation memory technologies for AI data centers

The future of DRAM: From DDR5 to future ICs

Inside the history of DRAM price-fixing lawsuits

But that cushion is getting thinner, and Apple expects memory purchases to become even more expensive into 2027. …