Apple increases prices for Macs and iPads, blaming a shortage of memory chips

Yahoo Finance · 2026-06-25

Apple increases prices for Macs and iPads, blaming a shortage of memory chips BARBARA ORTUTAY Thu, June 25, 2026 at 2:53 PM EDT 1 min read Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom. The Cupertino, California-based company called the demand spike an "unprecedented challenge" for the consumer electronics industry. "The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have never seen a component price increase this much, this quickly," the company said in a written statement. The new, entry-level MacBook Neo will now cost $699, up from $599. The 512 gigabyte MacBook Air now costs $1,299, up from $1,099. The one terabyte MacBook Pro is $1,999, up from $1,699. The 128 gigabyte iPad Air is now $749, up from $599, while the 256 gigabyte iPad Pro Wifi is now $1,199, up from $999. Analysts expect iPhone prices to rise later this year. IDC analyst Nabila Popal said the latest price hikes were higher than she had expected, which suggests the iPhone price hikes may also be higher than expected, perhaps as much as $200 for the iPhone Pro and Pro Max models. "I think the days of $50 price increases are over," she said. Apple said that while it has shielded customers from the component price surges so far, "we have now reached a point where we need to begin raising prices on a number of products, including today's increases for iPad and Mac. We know this is not welcome news, and we are working tirelessly to find solutions." Shares of Apple fell $13.29, or 4.5%, to $279.88 on Thursday afternoon.

AI 시장 분석

Apple raised prices for Mac and iPad significantly, citing memory chip shortages. The company said expansion of AI data centers has driven a surge in demand for memory and storage, causing component prices to rise at an unprecedented pace. Some Mac and iPad models were increased by $100~$200, and analysts expect iPhone price increases soon. The market has highlighted both positive expectations for memory suppliers and equipment vendors and downside risk from a slowdown in consumer electronics demand.

상승 영향

Semiconductors (Memory: DRAM/NAND) — A surge in memory and storage demand from AI data centers is driving up DRAM and NAND prices and sales, which should improve revenues and profits for memory manufacturers.
Semiconductor equipment — Memory fab expansions and increased investment are becoming unavoidable, leading to higher orders for lithography, deposition and other equipment, which should boost demand and results for equipment makers such as KLA·Lam.
AI semiconductors (including GPU/HBM) — Expansion of AI workloads increases demand for GPUs and high-bandwidth memory (HBM), benefiting AI chip makers like NVDA and suppliers of high-performance memory-related components.

하락 영향

Consumer electronics (Laptops/Tablets/Sm — Price increases for products are likely to lead to weaker sales in price-sensitive segments, which could put downward pressure on overall PC, tablet and smartphone market growth.
Apple — Price hikes may weaken short-term sales elasticity, and demand softness and earnings uncertainty could negatively affect the stock and consumer confidence.
Server and system manufacturers (cloud h — Rising memory and storage costs will raise server unit prices and deployment costs, potentially squeezing margins for server manufacturers and cloud operators.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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