John Ternus says Apple expects memory costs to increase into December and beyond; Apple's inventory grew to $14.54B in Q4, up 31.1% QoQ and 154.3% YoY
THE SO WHAT
Apple is effectively front‑running the memory market — a 154% YoY inventory spike means smaller OEMs and device startups will eat more volatility on both price and supply. If your hardware roadmap is memory‑sensitive, lock in contracts or redesign for lower footprint now, not next year.
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