Micron CBO just roasted Apple. 🍿

Shernice軒嬣 2000
06-27


🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH


Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes. 


Micron's Chief Business Officer Sadana fired back, telling the WSJ that "certain customers" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed.


Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers.

For 10+ years:


🧠 $Micron Technology(MU)$   sold $Apple(AAPL)$  a memory chip for US$5.


🍎 Apple put it into an iPhone and charged US$99 for the storage upgrade.


Profit? Apple smiled.


Then Micron asked to raise the price to US$7.


Apple basically said: "No way."


Fast forward to today...


🔥 The same memory now costs around US$50.


And Apple?


It simply raised storage upgrade prices by as much as US$250.


Funny how US$7 was "too expensive," but US$50 is suddenly acceptable.


Why the change?


Because AI has changed the game.


HBM supply is being swallowed by AI demand. DRAM supply is tightening. Apple can't squeeze suppliers the way it used to.


Yesterday: Apple dictated prices.


Today: Memory makers are collecting the cheque.


The pricing power has shifted—from the buyer to the seller.


The era of Apple calling all the shots may be coming to an end.

Modified in.06-28
Apple Seeks Chinese Memory Chips After Hikes — Giants Pushing Back?
Apple (AAPL) surged 3.14%, driven by reports the company is seeking U.S. approval to source Chinese-made memory chips — a direct countermove after soaring memory costs forced price increases across nearly its entire product lineup, aimed at defending hardware gross margins. The development signals that major downstream buyers are actively pursuing alternative supply, a clear warning shot to bullish memory investors. With memory stocks tumbling today while Apple pursues a 'China chip' workaround, how do you read Apple's cost offensive — are you buying this move?
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