Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion — rising component expenses threaten margins through the holiday quarter and into 2027

Apple is facing unprecedented memory cost increases as RAM prices surge, threatening hardware margins through the holiday quarter and into 2027. According to Reuters and Apple executives, rising component expenses have already driven up manufacturing bills significantly and forced price increases across several Mac, iPad, and iPhone models. Major suppliers such as Samsung, SK Hynix, and Micron warn that ongoing memory supply constraints and high demand driven by AI infrastructure could extend the crunch for years. Open article →