Apple and Microsoft lift hardware prices as AI drives memory and storage costs higher
AI Market Summary
Major tech firms are raising consumer hardware prices as AI-driven demand tightens memory and storage supply, with Microsoft citing component costs up over 2.5x and projecting further increases. Apple\"s broad MacBook and iPad hikes signal industry-wide cost pass-through rather than idiosyncratic margin actions. Near term, the news underscores inflationary pressure in electronics bill-of-materials and potential demand elasticity risk for premium devices.
Impact level
● Medium
Affected assets
NCSKAAPL2USD/USDT-0.70%
AI Insight · NCSKAAPL2USD/USDTAI Insight
● Neutral
Trade now
⚠️ AI-generated insights are based on news content and are provided for informational purposes only. They do not constitute investment advice or represent the views of BingX. Investing involves risk. Please trade responsibly.
Apple, Microsoft and other major tech companies are raising prices on hardware, citing higher memory and storage component costs tied to the buildout of AI. Microsoft said console storage and memory prices have risen by more than 2.5x and it expects another doubling by the fall of 2027. Apple has increased prices across MacBook and iPad models by hundreds of dollars, Microsoft has lifted Xbox prices, and Google’s Pixel 11 is also facing upward pressure. The moves reflect industry-wide cost pass-through rather than a single-company shift, as AI infrastructure spending squeezes room for consumer-device pricing and could weigh on demand.
