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Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production

苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。

Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":579412463874352,"tweetId":"579412463874352","gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":3574212230016787,"idStr":"3574212230016787","authorId":3574212230016787,"authorIdStr":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>1</body></html>","htmlText":"<html><head></head><body>1</body></html>","text":"1","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":2646338265,"repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<html><head></head><body>Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next day.<img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><h2 style=\"text-align: left;\">Cook's shouting: storers raise prices fiercely and consumers are under pressure</h2>In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.He did not name his name, but the words were straightforward：We told a few clients who were extremely aggressive at the time that it was unconstructive.He further stated that:A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n华尔街见闻 \n2026-06-26 12:30\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><head></head><body>Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next day.<img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><h2 style=\"text-align: left;\">Cook's shouting: storers raise prices fiercely and consumers are under pressure</h2>In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.He did not name his name, but the words were straightforward：We told a few clients who were extremely aggressive at the time that it was unconstructive.He further stated that:A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</body></html>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","AAPB":"2倍做多AAPL ETF-GraniteShares","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","AAPD":"1倍做空AAPL ETF-Direxion","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","AAPU":"2倍做多AAPL ETF-Direxion","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","AAPY":"AAPL收益溢价策略ETF-Kurv","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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