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Micron Suggests Apple Helped Cause Memory Price Crisis
In a recent statement, Micron's chief business officer hinted that Apple's stringent supplier negotiations have worsened the global memory price crisis. Micron faced margins that turned negative during earlier market conditions, as buyers pressured for lower prices. Following this, Apple announced widespread price increases across its product lineup, which has resulted in a significant drop in its stock value, erasing billions in market capitalization.
MonitorConfidence: MediumShort term horizonSupply chain risk: High
Published 26 Jun 2026, 16:45 UTC2 min read
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Summary
TL;DR
- Micron's executive cites Apple's supplier pressure as a contributing factor to memory pricing issues.
- Apple's latest price hikes reflect increased memory and storage costs.
- Apple's shares experienced a 6% decline, marking its worst performance in over a year.
- Micron is a key memory supplier for various Apple devices including iPhones and Macs.
- Apple's CEO warned of a memory shortage, labeling it a 'hundred-year flood.'
Interesting facts
- Micron could not invest in capacity expansion due to poor pricing and margins.
- Apple's memory pricing issues are attributed to high demand for memory in AI applications.