Apple warns holiday-quarter gross margin will slide to 45% as memory chip prices surge
rohanpaul_ai · x · 2026-11-05
- Per FT, Apple warned its holiday-quarter gross margin will drop to 45% (from 48% in the September quarter) as memory chip prices surge.
- Data-centre builders are soaking up supply from a handful of memory makers, so Apple effectively pays for the AI boom through its component bills.
- On his first earnings call as CEO, John Ternus called the pricing "unprecedented" and expects costs to keep rising.
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