Apple's Mac prices have increased by 15% to 20%, and the iPad even more, up to 25%.

A laptop that you already thought was expensive is now even pricier.
Prices are worth my attention more than any analyst report.
Why? Because Apple $AAPL has never been a company that raises prices casually.
Its supply chain management is textbook-level, able to squeeze component costs down to the extreme.
The only possibility that forces it to publicly raise prices and say that it has never seen component prices rise so much in such a short time is that the key components it wants to buy are truly unaffordable and insufficient.
And that component is memory.
AI has turned high-performance memory into a bottleneck scarcity, with prices climbing nonstop.
A couple of days ago, Micron's earnings report blew expectations away, and SK Hynix went to Nasdaq to raise 29.4 billion for expansion—these are different facets of the same story.
Today, Apple's price tag hike is the first time this story steps out of earnings reports and K-lines and onto the checkout counter where ordinary people buy things.
I hold a position in memory $DRAM, and seeing this, the judgment in my mind about how tight memory really is gets hammered in by reality once again.
For something that even Apple has to raise prices for, how scarce it is in the short term goes without saying.
However, tight fundamentals and how memory stock prices move right now are two different tracks.
With the broad market's slaughter these past couple of days, even the strongest fundamentals are getting cut down along with it.