Apple lifts prices on Mac and iPad lineups while iPhone stays unchanged for now

Apple has raised prices across hardware including Macs, iPads, HomePod, Apple TV and Vision Pro, citing a global memory shortage fueled by AI, with some products up by more than $200. Counterpoint data show smartphone DRAM prices jumped 50% quarter-over-quarter in Q1 2026, while NAND Flash rose by more than 90%. The move underscores that memory supply-chain cost pressure has reached device makers, serving as a positive catalyst for Memory ETFs while creating manageable near-term profit pressure for Apple shares.

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