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AI Demand Drives Memory Chip Prices Soaring, Apple Thrives

2/3/2026

26 4 Full Breakdown

Summary

Story summary

Memory-chip prices are surging due to AI-server demand, with DRAM up to 95% and NAND up to 60% as TSMC and Samsung operate at full capacity.
Apple Inc. expects revenue to rise 13%–16% year over year and plans to avoid raising iPhone prices, according to Tim Cook.
Analyst Ming-Chi Kuo says Apple aims to keep the starting price of the iPhone 18 Pro models flat versus the iPhone 17 Pro.

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Story summary

Memory-chip prices are surging due to AI-server demand, with DRAM up to 95% and NAND up to 60% as TSMC and Samsung operate at full capacity.
Apple Inc. expects revenue to rise 13%–16% year over year and plans to avoid raising iPhone prices, according to Tim Cook.
Analyst Ming-Chi Kuo says Apple aims to keep the starting price of the iPhone 18 Pro models flat versus the iPhone 17 Pro.