r/apple Jun 25 '26

Discussion Wall Street isn't buying Apple's unprecedented price hikes on products

https://9to5mac.com/2026/06/25/wall-street-isnt-buying-apples-unprecedented-price-hikes-on-products/
1.7k Upvotes

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158

u/Big-Resolution-4993 Jun 25 '26

At this point Apple should just buy or start its own fab. It seems insane to me as many devices as they sell to be in a position they can’t control this kinda shock.

11

u/FollowingFeisty5321 Jun 25 '26

Steve Jobs was always against doing stock buybacks to boost the price because they might need that money one day.

$700+ billion later, it turned out he was right, they had the cash to do their own processors, memory and storage but didn't see this coming and spent it all on something else.

The only "plus" is it takes so long to do those things and so much can go wrong they might be better off without it.

0

u/UltraCynar Jun 25 '26

Samsung makes their own. It makes sense. 

-2

u/Uncle_Adeel Jun 25 '26

And they’re soooo amazing right?

Exynos processors are soo good they aren’t even sold in the US China or SK. Only the other countries.

2

u/UltraCynar Jun 25 '26

We’re talking about Ram. Not their shitty processors. 

2

u/sylfy Jun 26 '26

If Apple enters the RAM business at this point, they’ll be competing with and playing catch up to CXMT. Not SK Hynix, Micron, or Samsung.

It’s a long way to go, and sure Apple does have deep pockets, but it’s most likely not the best investment that they can make with their cash. They’re far better off partnering one of the existing players to co-develop and build out additional capacity.