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Apple has increased prices on several MacBook and iPad models, citing unprecedented rises in memory and storage chip costs driven by the AI industry's datacenter buildout. The company can no longer shield customers from cost spikes it calls "never seen before" Source: CNA.
Memory makers like Micron have prioritized orders from AI chipmakers such as Nvidia, leaving electronics manufacturers with tighter supply and higher costs. Apple CEO Tim Cook warned in late April: "We expect significantly higher memory costs" that will grow beyond June Source: CNA. The DRAM market saw a 98% price jump in Q1 2026, with another 58–63% rise expected in the current quarter, according to TrendForce Source: CNA.
Apple shares fell 0.7% in premarket trading (CNA), though Milenio reports a 2.8% drop. The price hikes affect only non-iPhone products, but they underscore that even Apple's supply-chain mastery cannot fully insulate it from the AI-driven memory boom.
Apple said it is "working tirelessly to find solutions" Source: CNA but acknowledged that memory costs will have an "increasing impact" on its business .