Episode Details

Apple’s hitting consumers with a major price hike across iPads and MacBooks—averaging about 20%—due to skyrocketing memory and storage costs fueled by AI data centers gobbling up chips at an unprecedented rate. This rare, broad-based surge is disrupting Apple’s supply chain more than trade wars or the pandemic, forcing a five percent stock drop. Memory prices have jumped sixfold in a year, and manufacturers like Dell, HP, Lenovo, Asus, and even Samsung are following suit, making tech upgrades costlier than ever.

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