THE APEX TIMES
John Ternus said rapidly rising memory prices remain unusual in scale and could continue to climb, adding to cost pressure after Apple already raised prices across multiple product lines.
Apple is warning that a key input cost, computer memory, is still rising in a way its leadership characterizes as unprecedented, potentially keeping pressure on the prices Apple charges for its devices. CEO John Ternus said the increase in memory prices has been unusually steep and could continue, according to a report carried by Yahoo Finance on Nov. 4.
Ternus’s comments come as Apple has already implemented price increases across several hardware categories. The report frames the memory-price trend as a continuing contributor to Apple’s production cost environment, meaning margin and pricing decisions may remain constrained until input costs stabilize.
In the same remarks, Ternus highlighted that the memory market is moving faster than normal, which matters for Apple because memory is used across a broad range of products, including iPhone, Mac, and iPad. When memory costs rise, it can increase the cost of components that are difficult to substitute quickly without affecting performance or product specifications.
The Yahoo Finance account does not provide specific figures for how much Apple expects memory prices to change, or how much of the company’s cost pressure can be attributed to memory versus other components. It also does not disclose any updated guidance on device pricing, product mix, or expected gross margin impacts tied directly to the memory outlook.
The report also suggests that Apple’s recent retail price actions may not fully insulate consumers or the company from the downstream effects of input inflation. If memory prices remain elevated, Apple would face ongoing decisions about whether to absorb more cost increases, adjust configuration and upgrade paths, or pass costs through further price changes.
From a sector standpoint, memory pricing is closely watched across consumer electronics because it can affect manufacturers’ bill of materials and upgrade cycles. Apple’s position as a volume buyer across multiple device categories makes its sensitivity to memory costs a particular point of attention for analysts and investors, even when the company does not comment on day-to-day market data.
Still, not all details are clear from the report. Apple did not outline, in the information reflected in the Yahoo Finance piece, any specific duration for the memory-price upcycle, any hedging or contract structure for memory procurement, or any segment-level margin implications tied to iPhone versus Mac and iPad.
What to watch next is whether Apple provides more detail in upcoming earnings discussions, including whether it expects memory prices to stabilize, whether it sees any easing in component costs beyond memory, and whether further pricing actions follow across the iPhone, Mac, and iPad portfolios.
A sell-side analyst cut Nvidia’s stock target following an Intel-related market shock, adding to investor scrutiny of how quickly chip-industry disruptions can ripple across suppliers.
A new earnings-related charge of $1.1 billion, described as equivalent to 66 cents per diluted share in AMD’s earnings reconciliation, landed as the chipmaker began shipping its Instinct MI450 accelerators used for training and running artificial intelligence workloads.
A widely shared market narrative argues a Democratic sweep could lessen regulatory pressure on Google, while leaving tech and AI investment plans as the main near-term drivers.
A group of Amazon employees across the Greater Toronto Area said they are starting a new organizing initiative with Unifor, citing concerns about job safety and the need for fair working conditions as Black Friday and the holiday shopping season approach.
The venture capitalist says model builders that develop foundational AI systems are increasingly positioned to move up the stack, squeezing younger companies that build on top of those models.
The chip designer reported its largest and most profitable quarter for Q3 2026, drawing fresh enthusiasm around AI-related demand. Shares rose only modestly in regular trading, as investors appeared to weigh the outlook against how much growth is already priced in.
Oracle’s ORCL ended the latest session at $123.73, down 1.95% from the previous close, according to market data cited in a Yahoo Finance report.
A broad post-election bounce pushed equity futures higher, with market screens flagging rapid “buy” setups across multiple large-cap stocks. Analysts also pointed to energy price moves as traders weighed the next macro read.
Broadcom Inc. (AVGO) finished the latest session at $325.48, down about 2% from the prior day, according to market coverage. The report did not provide a detailed driver for the move.
The Baron Capital portfolio manager says a durable AI portfolio can’t rely on semiconductor leaders alone, pointing to a mix of chip makers, smaller beneficiaries, and companies embedding AI into products.