Apple CEO Tim Cook said during the company's Q3 2026 earnings call that the company reluctantly raised prices due to what he characterized as a '100-year flood on memory pricing.' According to Cook, exponential increases in memory costs forced Apple to pass along price increases to consumers.
If memory costs are spiking hard enough for Apple to raise device prices, expect the same pressure to hit your BOM assumptions if you ship hardware, and cloud/storage pricing may follow. For app builders it's a nudge to watch on-device storage footprint and be conservative about caching, since users on pricier, smaller-storage devices get less forgiving. Worth checking whether your infra and any AI/inference costs quietly rise on the same supply crunch.
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HTSApp