Apple ($AAPL) Signals Rising Memory Costs, Boosting Outlook for $MU and $SKHY

Apple ($AAPL) has delivered another signal of growing pressure in the memory market, as rising component costs begin squeezing margins while AI continues to drive demand for more DRAM across devices.
CEO John Ternus described memory pricing as “unprecedented” and said costs are expected to keep rising beyond December.
The trend could benefit memory manufacturers such as Micron ($MU) and SK hynix ($SKHY), as stronger AI-driven demand and higher memory prices support the sector.