Apple and Microsoft Raise Prices Last Week, Citing Memory Chip Costs

According to Barron's analysis, Apple and Microsoft announced significant price increases last week for MacBook, iPad, and Xbox products, both citing surging memory chip costs as the primary driver. However, Barron's argues the tech giants cannot entirely blame suppliers for their challenges. With memory manufacturers like Micron reporting gross margins as high as 85%, the analyst suggests companies may have room to negotiate. Barron's further notes that no one forced tech companies into the expensive AI infrastructure race; the real issue stems from their aggressive capital expenditure plans rather than supplier constraints.
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