AI hyperscalers have driven flash memory prices up fivefold, shifting bargaining power from Apple to its suppliers. Apple now faces significantly higher costs for NAND flash memory, a key component in iPhones, with prices rising from $15 to $66 per unit. This surge threatens Apple's historically high profit margins on storage upgrades, which have been a major revenue source. Apple’s upcoming earnings call under new CEO John Ternus will be closely watched for guidance on how the company plans to manage these cost pressures amid no long-term supplier contracts and rising market prices.
Apple shares are trading at USD 348.23 with a 1.28% gain as of Oct 29, 2026 20:01 WIB on Pluang, showing resilience despite rising flash memory costs highlighted in the news. The company's market cap stands at $5.02 trillion, reflecting its massive scale even as suppliers gain pricing power. Pluang data also shows a typical hold time of 145 days, indicating steady investor confidence amid the cost pressures Apple faces.
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