Apple DRAM Cost Surge Spurs Deutsche Bank, Citi to Lift Micron Price Targets
MU•Apple’s Tim Cook warned surging DRAM and NAND costs will force Apple to raise product prices, prompting Deutsche Bank and Citi to boost Micron’s price target citing elevated DRAM demand. SK Hynix shipped samples of 12-layer HBM4E chips running at 16 Gbps per pin with 20% higher power efficiency.
1. Apple’s Outgoing CEO Warns of Soaring Memory Costs
Apple’s outgoing CEO warned that surging DRAM and NAND costs have become unsustainable, making price hikes across the iPhone, iPad and Mac lineup unavoidable.
2. Analysts Boost Micron Price Targets on DRAM Demand
Analysts at Deutsche Bank and Citi raised Micron’s price targets this week, citing expectations of elevated DRAM demand over the next several years.
3. SK Hynix Ships Next-Generation HBM4E Samples
SK Hynix shipped samples of its 12-layer HBM4E chips capable of 16 Gbps per pin with over 20% improved power efficiency, intensifying competition in high-bandwidth memory markets.
