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SanDisk and Micron surge as Apple confirms memory price pass-through

Apple CEO Tim Cook stated that price increases for iPhones, Macs, and iPads are unavoidable due to unsustainable memory chip costs. This confirmation led to a surge in memory stocks, including SanDisk and Micron. The move follows a spike in NAND and DRAM demand driven by AI.

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What changed

Apple officially confirmed that memory suppliers can pass through rising costs to consumers.

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  1. Apple Confirms Product Price Hikes Amid Memory Chip Shortage

    Apple CEO Tim Cook stated that price increases for iPhones, Macs, and iPads are unavoidable due to unsustainable memory chip costs. This confirmation led to a surge in memory stocks, including SanDisk and Micron. The move follows a spike in NAND and DRAM demand driven by AI.

    What's confirmed:

    • Tim Cook described RAM expenses as "unsustainable" and price hikes as "unavoidable".
    • Apple will raise prices on iPhone, Mac, and iPad devices.
    • SanDisk and Micron stock prices rose following Apple's confirmation of memory price pass-through.
    • SanDisk traded at $2,144.40, an intraday increase of 9.48%.
    • Micron Technology traded at $1,111.91, an intraday increase of 6.59%.
    • Memory contract prices increased over 100% during the first half of 2026.

    Still unconfirmed:

    • The iPhone 18 Pro could cost $1,299.
    • The iPhone 18 Pro could start at $1,399 or more.
    • SanDisk gained more than 4,400% in the past 52 weeks.
    • Micron added roughly 810% over the past year.
    • Western Digital stock rose 7% to roughly $764.
    confidence 95%