Apple raises MacBook and iPad prices on the memory crunch

Category: Markets
Status: confirmed
Sources: Reuters, CNBC, HN
Summary: Apple raised prices on base MacBook and iPad configurations on 2026-06-25, its first move to pass higher memory and storage costs to consumers. Reported increases run from about 17% to 25%: the entry MacBook Neo to $699 from $599, the 512GB MacBook Air to $1,299 from $1,099, the 1TB MacBook Pro to $1,999 from $1,699, and iPad base models up $100 to $150. Apple cited AI data center demand draining DRAM and NAND supply and said it had never seen a component price rise this fast.
Why it matters: The AI memory crunch is now reaching consumer hardware pricing, a leading signal for rising DRAM and NAND costs in server bills of materials.
Follow-up: Track DRAM and NAND pass-through from Samsung, SK hynix, and Micron, and whether server-class memory pricing follows.