According to BlockBeats, on June 27, Apple announced price increases for MacBook and iPad models due to surging memory chip costs, resulting in its market value dropping by approximately $265 billion. The move came as Micron reported better-than-expected earnings, with its stock rising 13%, while Micron CEO Sumit Sadana suggested that Apple had leveraged negotiating power to slash prices during previous industry downturns, weakening suppliers' ability to invest in capacity.
Market analysis indicates the conflict may reshape Apple's supply chain strategy. Apple is reportedly seeking Chinese alternatives, including Changxin Storage, to diversify away from incumbent suppliers and secure adequate DRAM and NAND capacity amid rising competition from rivals like Huawei.