techcentral.co.za/apple-memory-costs-samsung-margin-squeeze/287963 The memory boom making Samsung rich is now squeezing Apple
Apple said memory chip costs will keep rising, pressuring gross margin, and guided 45-46% for the December quarter, down from 47.9%. Fourth-quarter revenue of US$114.48-billion beat estimates as iPhone 18 Pro demand and higher prices helped, while CEO John Ternus said iPhone Duo supply stays constrained.
