Apple was forced to raise prices across its Mac and iPad lines by 15%-25% due to surging storage costs, causing its stock to plunge 6% in a single day and wiping out over $180 billion in market value. This wake-up call has made the market reassess the logic behind AI storage stocks.

Joy and sorrow are not the same: Micron (MU) reported stellar results, with net profit surging 15 times and gross margins soaring above 81%, while SanDisk (SNDK) and Western Digital (WDC) also rallied sharply. Upstream storage manufacturers are enjoying unprecedented pricing power, with long-term contract orders locking in prices through 2028.

But concerns are emerging: Saxo Bank strategists point out that the market is no longer viewing storage price hikes as a natural boon for AI. The high costs are being passed on to cloud service providers (Microsoft, Google) and end consumers, potentially dampening future AI spending and consumer demand.

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