Micron CBO just roasted Apple. 🍿-To The Moon - Tiger Brokers Online Investing Community - To The Moon

2
1
Favorite

Micron CBO just roasted Apple. 🍿

Shernice軒嬣 2000
06-27 23:01

🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH

Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes.

Micron's Chief Business Officer Sadana fired back, telling the WSJ that "certain customers" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed.

Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers.

For 10+ years:

🧠 $Micron Technology(MU)$ sold $Apple(AAPL)$ a memory chip for US$5.

🍎 Apple put it into an iPhone and charged US$99 for the storage upgrade.

Profit? Apple smiled.

Then Micron asked to raise the price to US$7.

Apple basically said: "No way."

Fast forward to today...

🔥 The same memory now costs around US$50.

And Apple?

It simply raised storage upgrade prices by as much as US$250.

Funny how US$7 was "too expensive," but US$50 is suddenly acceptable.

Why the change?

Because AI has changed the game.

HBM supply is being swallowed by AI demand. DRAM supply is tightening. Apple can't squeeze suppliers the way it used to.

Yesterday: Apple dictated prices.

Today: Memory makers are collecting the cheque.

The pricing power has shifted—from the buyer to the seller.

The era of Apple calling all the shots may be coming to an end.

# Apple Crashes 6% as Memory Cost Surge: Micron's Gain, Apple's Pain?

Modify on 2026-06-28 00:11

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

2

Report

Comment（1）

Top
Latest

1PC
·06-28 23:09
Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @koolgal @Shyon
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":579757258097592,"tweetId":"579757258097592","gmtCreate":1782572493712,"gmtModify":1782615196313,"gmtUserModify":1782576692676,"author":{"id":3560184106659134,"idStr":"3560184106659134","authorId":3560184106659134,"authorIdStr":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/00dbe5b912ba17a25d49ed6ef9c19004","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.30","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.28","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1785225627397}],"fanSize":2493,"starInvestorFlag":false},"themes":[{"themeId":"53340edacbe94c4ea1dd2d16b3a11d73","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Apple Crashes 6% as Memory Cost Surge: Micron's Gain, Apple's Pain?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":53340edacbe94c4ea1dd2d16b3a11d73}&rnconfig={\"headerBarHidden\": true}","description":"Apple tumbled 6.12% after the company raised iPad and MacBook prices, citing soaring chip and memory costs driven by the AI boom. This is the flip side of the memory super-cycle: the same tailwind lifting Micron and SanDisk is turning toxic for downstream hardware makers, forcing cost pass-throughs, threatening demand, and squeezing gross margins — making 'Micron's gain is Apple's pain' today's most fitting market narrative. With upstream memory consuming supply-chain profits, is AAPL an oversold defensive play or just the beginning of margin pressure — would you buy this dip?","image":"https://community-static.tradeup.com/news/1c1edbd9657eaafc116cec4a4942b796"}],"images":[{"img":"https://community-static.tradeup.com/news/ab042ef77683c076e3a5a097db5b30b4","width":"1024","height":"1024"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/ab042ef77683c076e3a5a097db5b30b4","width":"1024","height":"1024"}],"title":"Micron CBO just roasted Apple. 🍿","html":"<html><head></head><body><p><br></p>\n<h3>🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH</h3>\n<p><br></p>\n<p>Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes.&nbsp;</p>\n<p><br></p>\n<p>Micron's Chief Business Officer Sadana fired back, telling the WSJ that \"certain customers\" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed.</p>\n<p><br></p>\n<p>Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/ab042ef77683c076e3a5a097db5b30b4\" tg-width=\"1024\" tg-height=\"1024\"><span></span></p>\n<p>For 10+ years:</p>\n<p><br></p>\n<p>🧠 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;sold <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;a memory chip for US$5.</p>\n<p><br></p>\n<p>🍎 Apple put it into an iPhone and charged US$99 for the storage upgrade.</p>\n<p><br></p>\n<p>Profit? Apple smiled.</p>\n<p><br></p>\n<p>Then Micron asked to raise the price to US$7.</p>\n<p><br></p>\n<p>Apple basically said: \"No way.\"</p>\n<p><br></p>\n<p>Fast forward to today...</p>\n<p><br></p>\n<p>🔥 The same memory now costs around US$50.</p>\n<p><br></p>\n<p>And Apple?</p>\n<p><br></p>\n<p>It simply raised storage upgrade prices by as much as US$250.</p>\n<p><br></p>\n<p>Funny how US$7 was \"too expensive,\" but US$50 is suddenly acceptable.</p>\n<p><br></p>\n<p>Why the change?</p>\n<p><br></p>\n<p>Because AI has changed the game.</p>\n<p><br></p>\n<p>HBM supply is being swallowed by AI demand. DRAM supply is tightening. Apple can't squeeze suppliers the way it used to.</p>\n<p><br></p>\n<p>Yesterday: Apple dictated prices.</p>\n<p><br></p>\n<p>Today: Memory makers are collecting the cheque.</p>\n<p><br></p>\n<p>The pricing power has shifted—from the buyer to the seller.</p>\n<p><br></p>\n<p>The era of Apple calling all the shots may be coming to an end.</p></body></html>","htmlText":"<html><head></head><body><p><br></p>\n<h3>🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH</h3>\n<p><br></p>\n<p>Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes.&nbsp;</p>\n<p><br></p>\n<p>Micron's Chief Business Officer Sadana fired back, telling the WSJ that \"certain customers\" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed.</p>\n<p><br></p>\n<p>Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/ab042ef77683c076e3a5a097db5b30b4\" tg-width=\"1024\" tg-height=\"1024\"><span></span></p>\n<p>For 10+ years:</p>\n<p><br></p>\n<p>🧠 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;sold <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;a memory chip for US$5.</p>\n<p><br></p>\n<p>🍎 Apple put it into an iPhone and charged US$99 for the storage upgrade.</p>\n<p><br></p>\n<p>Profit? Apple smiled.</p>\n<p><br></p>\n<p>Then Micron asked to raise the price to US$7.</p>\n<p><br></p>\n<p>Apple basically said: \"No way.\"</p>\n<p><br></p>\n<p>Fast forward to today...</p>\n<p><br></p>\n<p>🔥 The same memory now costs around US$50.</p>\n<p><br></p>\n<p>And Apple?</p>\n<p><br></p>\n<p>It simply raised storage upgrade prices by as much as US$250.</p>\n<p><br></p>\n<p>Funny how US$7 was \"too expensive,\" but US$50 is suddenly acceptable.</p>\n<p><br></p>\n<p>Why the change?</p>\n<p><br></p>\n<p>Because AI has changed the game.</p>\n<p><br></p>\n<p>HBM supply is being swallowed by AI demand. DRAM supply is tightening. Apple can't squeeze suppliers the way it used to.</p>\n<p><br></p>\n<p>Yesterday: Apple dictated prices.</p>\n<p><br></p>\n<p>Today: Memory makers are collecting the cheque.</p>\n<p><br></p>\n<p>The pricing power has shifted—from the buyer to the seller.</p>\n<p><br></p>\n<p>The era of Apple calling all the shots may be coming to an end.</p></body></html>","text":"🚨APPLE AND MICRON GO HEAD TO HEAD IN AN ALL-OUT PUBLIC CLASH Apple CEO Tim Cook went public blaming memory suppliers for the company's latest price hikes. Micron's Chief Business Officer Sadana fired back, telling the WSJ that \"certain customers\" forced memory prices to rock-bottom levels during the last market downturn, preventing the Micron from investing as profits collapsed. Without naming Apple directly, Micron executive says those aggressive pricing demands starved the industry of investment, forcing today's global memory shortage and the very price hikes now hitting consumers. For 10+ years: 🧠 $Micron Technology(MU)$ sold $Apple(AAPL)$ a memory chip for US$5. 🍎 Apple put it into an iPhone and charged US$99 for the storage upgrade. Profit? Apple smiled. Then Micron asked to raise the price to US$7. Apple basically said: \"No way.\" Fast forward to today... 🔥 The same memory now costs around US$50. And Apple? It simply raised storage upgrade prices by as much as US$250. Funny how US$7 was \"too expensive,\" but US$50 is suddenly acceptable. Why the change? Because AI has changed the game. HBM supply is being swallowed by AI demand. DRAM supply is tightening. Apple can't squeeze suppliers the way it used to. Yesterday: Apple dictated prices. Today: Memory makers are collecting the cheque. The pricing power has shifted—from the buyer to the seller. The era of Apple calling all the shots may be coming to an end.","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/579757258097592","repostId":0,"isVote":1,"tweetType":1,"viewCount":279,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1205,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":580113508131280,"commentId":"580113508131280","gmtCreate":1782659376262,"gmtModify":1782659381233,"authorId":3574752437126777,"author":{"id":3574752437126777,"idStr":"3574752437126777","authorId":3574752437126777,"name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.28","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.07.28","validityToTimestamp":1785225627619}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":579757258097592,"objectIdStr":"579757258097592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Nice Sharing 😁<a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","text":"Nice Sharing 😁<a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","html":"Nice Sharing 😁<a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}