Apple’s 2026 hardware pricing is under intense pressure from memory & chip inflation

While Apple hasn’t done anything yet, the company is heading into 2026 with dramatically escalating memory and chip costs, as it aims to keep product pricing steadier than rivals.

MacBook Pro

The issue matters for Apple users because component inflation often shows up in storage tiers, memory upgrades, and configuration pricing. Macs are especially exposed since memory and storage choices are fixed at purchase.

Morgan Stanley’s note to investors, seen by AppleInsider, is based on recent supply-chain conversations rather than company guidance. The supply chain checks that the firm did in Taiwan point to tightening supply and higher input costs across phones, PCs, and servers.

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