Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
AppleApple(US:AAPL) Barrons·2026-01-07 17:04

Core Viewpoint - Soaring memory prices are beneficial for companies like SanDisk, Seagate Technology, and Western Digital, while posing challenges for hardware manufacturers such as Apple and Dell [1] Group 1: Impact on Memory Companies - Rising memory prices are expected to enhance the financial performance of SanDisk, Seagate Technology, and Western Digital [1] Group 2: Impact on Hardware Companies - Increased memory costs are likely to negatively affect hardware companies, particularly Apple and Dell, as they face higher production expenses [1]