NuAxiSemiconductor trade intelligence

RT NEWS: #Apple CEO John Ternus called the #memory price surge "unprecedented" and said Apple sees memory purchase pricing continuing to increase afte...

What happened

According to RT NEWS reposted by TrendForce, Apple CEO John Ternus called the memory price surge "unprecedented" and said Apple sees memory purchase pricing continuing to increase after the December quarter (this is Apple's expectation, not an achieved price outcome). In addition, Apple's manufacturing purchase obligations rose $33 billion in the quarter. The source does not state the cause of the price increase.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

memory

Apple

memoryAppleprice surgepurchase obligationsDecember quarterTrendForce

Source and time

Source: TrendForce Official (Market Data) · 11/2/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Memory giants are cashing in, but #Apple is scrambling to stock up! With chip prices soaring, its inventory ballooned 154% YoY to $14.54B last quarter...TrendForce Official (Market Data) · 11/2/2026
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%DigiTimes Asia · 10/29/2026
Evertiq Expo Warsaw: Top 10 chip companies took two-thirds of a record marketEvertiq · 10/22/2026
Intel’s woes wipe out $1 trillion of semiconductor market cap in one day — PC market bloodbath leaves few chip stocks unscathedTom's Hardware · 10/30/2026
Apple Faces Foldable iPhone Supply Constraints, Rising Memory CostsThe Elec · 11/3/2026
Apple's record holiday sales outlook faces costly test from memory inflation, AI spendingDigiTimes Asia · 11/2/2026

RT NEWS: #Apple CEO John Ternus called the #memory price surge "unprecedented" and said Apple sees memory purchase pricing continuing to increase afte...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings