TechTechCrunch3h ago
John Ternus says Apple expects memory costs
John Ternus says Apple expects memory costs to increase into December and beyond; Apple's inventory grew to $14.54B in Q4, up 31.1% QoQ and 154.3% YoY
TL;DRApple's stockpiling memory chips as costs rise through end of year.
Why it matters: Higher component costs could pressure margins and signal supply chain concerns ahead.
Apple's stockpiling of inventory, particularly computer memory, continued in its fiscal fourth-quarter, according to earnings reported Monday.
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