# Apple Faces $33 Billion Surge in Memory Costs

November 3, 2026 at 02:44 PM

> CEO John Ternus reports unprecedented memory price hikes, leading to significant cost increases for Mac, iPad, and iPhone consumers.

**Apple** CEO **John Ternus** reported unprecedented memory price hikes during a November 2, 2026, earnings call. The company's manufacturing bill surged by $33 billion in months, following higher costs in the September quarter compared to the June 2026 period.

To mitigate supply pressures, Apple increased its inventory to $11.09 billion. **Samsung** reported NAND prices rose by high-teen percentages in Q3 2026, while **SK Hynix** secured long-term deals for 2027. **Micron** also remains a key memory supplier for the tech giant.

Consumers are already feeling the impact through price hikes for Mac, iPad, and iPhone models. The MacBook Pro starting price rose by $400 due to memory costs, and Apple expects these expensive purchasing trends to continue through the December quarter into 2027.


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