https://n.news.naver.com/mnews/article/138/0002226656
Tim Cook Apple CEO "Memory prices rising too much, pressuring profits"...Direct hit from AI server-driven supply shortage
Tim Cook, Apple's CEO, officially warned that component costs will surge significantly starting from this year's June quarter due to a global shortage of memory semiconductors caused by a surge in artificial intelligence server demand.
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Tim Cook, Apple's Chief Executive Officer (CEO), told analysts during a conference call that "We expect memory costs to rise significantly starting from the June quarter" and "After June, the impact of rising memory costs on Apple's entire business will grow even larger."
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Until now, Apple has offset rising costs through large stockpiles of inventory secured in advance, but starting from the second quarter when those reserves are exhausted, a full-scale impact on earnings is inevitable.
Kevan Parekh, Apple's Chief Financial Officer (CFO), who succeeded Luca Maestri, said "We are continuously evaluating the situation regarding supply constraints and component price fluctuations," and added "We are reviewing various options, but it is difficult to completely avoid the trend of rising costs."
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Ultimately, Apple's future challenge lies in how precisely it can protect margins between maintaining explosive AI hardware demand and rising component costs.
