According to BlockBeats, Apple on June 25 raised prices on multiple Mac and iPad models by 15%-25%, citing increased costs for DRAM and NAND chips driven by surging AI data center demand. Microsoft also announced an Xbox price increase starting August 1, with 512GB and 1TB models going up $100 and $150 respectively, citing rising storage and memory expenses.
The moves have shifted market sentiment from viewing chip price increases as benefiting suppliers like Micron to concerns about demand destruction. Despite Micron's earnings beat on strong AI-driven storage demand, analysts including Futurum CEO Daniel Newman noted that end-customer price hikes signal the supply chain pressure is now reaching consumers, potentially capping demand for higher-cost devices and AI services.