Apple addressed growing concerns around higher RAM and SSD storage chip prices during its latest earnings call. The company said the cost pressure from the supply chain has not shaken its strong financial performance so far. Still, Apple expects a slightly bigger impact in the current quarter, even as it continues to post record revenue and healthy margins.
Tim Cook spoke to equity analysts and explained how Apple sees the situation.
Apple about memory chip prices
Cook said rising memory prices had a “minimal impact” on Apple’s gross margin in the fourth quarter of the 2025 calendar year. At the same time, he said the company expects “a bit more of an impact” in the current quarter.
He added that Apple is aware of the higher costs and “will look at a range of options to deal with that” over the long term if needed. Even with these pressures, Apple remains in a strong position.
Apple reported revenue of $143.8 billion last quarter, which was up 16 percent from a year earlier. It now expects revenue growth of 13 percent to 16 percent in the current quarter. The company shows it continues to manage costs well despite rising prices for key components like RAM and SSD storage.
