애플 가격 역대급 인상이… 메모리 기업 탓? 마이크론, 뼈 있는 한 마디

Apple raised the prices of both Macs and iPads simultaneously. The reason was the skyrocketing price of memory. However, around the same time, Micron issued a pointed rebuttal, stating, "It was actually the customers who drove prices down to rock bottom." In this video, we follow the arguments of both Apple and Micron. We examined what happened during the memory downturn of 2023 and why the investments halted back then have resulted in the current shortage. We also covered the unique structure of the memory industry, where factories cannot shut down even when demand drops, as well as the time lag where production cuts are immediate while expansion takes years. We explored how the very form of memory has changed in the AI ​​era, specifically how HBM is encroaching on the supply of standard memory. We compared Apple's formidable bargaining power with the case of the 2005 advance payment contract, and how that bargaining power has now been completely reversed. Finally, we examined the significance of how the new long-term contracts being entered into between memory companies and customers are transforming this industry. Ultimately, the important question was not who was worse, but who has been bearing the risk of memory cycles all this time. Written by Patch Edited by Lee Jae-hyun [email protected]