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Apple’s Record Quarter Shadowed by Rising Chip Costs

苹果创纪录季度但面临芯片成本压力

Apple reported record March-quarter revenue of $111.2 billion, with strong global growth and high demand for the iPhone 17. However, CEO Tim Cook warned that rising memory chip costs could soon pressure the company’s performance. Apple has already spent more on memory due to industry shortages driven by AI demand, a trend dubbed “RAMageddon.” While existing inventory helped offset recent costs, expenses are expected to rise further. The shortage has especially affected iPhone production, with RAM costs reportedly quadrupling. Apple may raise prices as supply chain flexibility tightens. Incoming CEO John Ternus will face these challenges, though Cook will remain as executive chairman.

苹果公布创纪录季度收入1112亿美元，iPhone 17需求强劲。然而库克警告，受AI需求推动的内存短缺导致成本上升，未来或影响业务。尽管库存缓解部分压力，但成本预计继续上涨，iPhone生产已受影响。苹果可能提价，应对供应链紧张。新任CEO特努斯将面对这些挑战，而库克将继续担任执行董事长。

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