Apple says memory-chip shortages will constrain Mac and iPad availability through the holiday quarter, with supply pressures expected to continue into 2027. The warning came during the first results call led by Chief Executive John Ternus. Apple is also struggling to meet demand for its first foldable phone, the iPhone Duo [reuters.com][bbc.co.uk][cnet.com]. Apple executives said demand from artificial-intelligence data centers is tightening memory supplies, while difficulty securing advanced-node processors has also limited production across its iPhone, Mac and iPad lines. The company expects memory costs to climb further in the December quarter and beyond. Its operating chief said memory shortages and stronger-than-expected demand will be the main constraints on Mac and iPad supply [reuters.com][bbc.co.uk][reddit.com]. Apple said the processor bottleneck should ease as more products move to newer 2-nanometer manufacturing technology, but did not say when the memory-related limits would lift. Delivery estimates for some Mac Studio configurations already stretch several weeks [appleworld.today]. Highlights: • Supply commitments: Apple’s manufacturing purchase obligations rose by $33 billion between June and September, reaching $89.7 billion as it sought to secure components [reuters.com]. Perspectives: Dan Coatsworth, head of markets at AJ Bell, warned that further device price increases would be difficult for customers facing a higher cost of living [reuters.com]. (Reuters) "What we’re seeing with memory pricing right now is unprecedented" — Apple Chief Executive John Ternus Sources: • Apple CEO Calls Memory Pricing Unprecedented as iPhone, Mac and iPad Price Rises Help Offset Costs - reddit.com • Apple issues a grim warning as memory costs soar. It seems pricey iPhones and Macs are here to stay - digitaltrends.com • Apple warns of ‘unprecedented’ rise in memory chip prices - theguardian.com • 'What we're seeing with memory pricing right now is unprecedented': new CEO issues Apple's bleakest warning on the RAM crisis yet — and that's a big worry - reddit.com • Apple is struggling with memory prices – further increases are possible - researchsnipers.com • Apple CEO Ternus Says Memory Price Hikes and Shortages Will Continue Into 2027 - cnet.com • Apple's Mac business is booming, but the memory market has other plans - theregister.com • If you think MacBooks and iPhones are expensive now, just wait - macworld.com • Apple Earnings, Memory Problems, The Hardware Company Regression - stratechery.com • Apple's earnings were all about unprecedented memory costs - appleinsider.com • Higher memory prices taking a bite out of Apple’s margins - yahoo.com • Apple Dodges Question on More Price Hikes as Memory Costs Climb - macrumors.com • Apple rechnet mit weiter steigenden Speicherkosten – werden iPhones und Macs erneut teurer? - maclife.de • Apple warns ‘unprecedented’ memory chip costs will hit margins - ft.com • Apple Earnings Call Dominated By Unprecedented Memory Costs - macobserver.com • Apple shares slide as higher memory costs fuel margin concerns - samaa.tv • 記憶體漲價侵蝕獲利　蘋果估購物季毛利率下滑 - cna.com.tw • Teurer Speicher: Apple lässt weitere Preiserhöhungen offen - macerkopf.de • Apple kaže da memorija poskupljuje bez presedana: Šta to znači za cijene iPhonea i Maca - n1info.ba • Apple kämpft mit Speicherpreisen - weitere Teuerungen möglich - winfuture.de • Η Apple προειδοποιεί για «πρωτοφανή αύξηση» στις τιμές των τσιπ μνήμης - naftemporiki.gr • Apple shares slide as Ternus sounds alarm on memory costs - reuters.com • Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion — rising component expenses threaten margins through the holiday quarter and into 2027 - tomshardware.com • 【AAPL業績】蘋果Q4營收升12%破頂！受累記憶體成本及AI開支 毛利率降盤前挫逾4% - edigest.hk • Apple’s Growth Machine Is Slowing. High Prices Might Not Save It. - wsj.com • iPhone pode ficar ainda mais caro em 2027 por causa da crise, alerta Apple - canaltech.com.br • 蘋果財報後跌2% 記憶體價格上漲侵蝕利潤率 - cnyes.com • Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion - tomshardware.com • Apple posts $114.5bn Q4 revenue despite soaring memory costs - siliconrepublic.com • Apple admits iPhone Duo is in limited supply, and it’s unclear if you can bag one for your holiday cart - digitaltrends.com • Apple doesn’t know when it will have a resupply of iPhone Duos - mobilesyrup.com • Still Waiting for an iPhone Duo? Don't Hold Your Breath, Says Apple CEO - extremetech.com • Apple can’t say when iPhone Duo supply constraints will ease - cultofmac.com • Want an iPhone Duo for the holidays? Apple’s latest stock update isn’t reassuring - zdnet.com • Apple CEO says he's 'not able to predict' when iPhone Duo shortages will end — it probably won't be this year - tomsguide.com • iPhone Duo: Apple kann Nachfrage nicht bedienen – und nennt keinen Zeitplan - maclife.de • The iPhone Duo isn’t the only Apple product facing availability constraints - appleworld.today • Apple chưa thể xác định khi nào iPhone Duo hết khan hàng - vnexpress.net • Apple weiß nicht, wann es genug iPhone Duo zum Kaufen geben wird - derstandard.at • iPhone Duo缺貨持續　蘋果執行長坦言難估何時供貨穩定 - nextapple.com • Apple unsure when it will get more foldable iPhones ahead of Christmas - bbc.co.uk • iPhone Duo: Η Apple δεν ξέρει πότε θα έχει αρκετές συσκευές για να καλύψει τη ζήτηση - lifo.gr • John Ternus 稱 iPhone Duo 供應仍緊張　訂機遲收貨問題未可解決 - yahoo.com • Apple รายงานผลประกอบการ รายได้โต 12% ยอมรับ iPhone Duo ผลิตไม่ทันความต้องการ และไม่รู้จะเป็นปกติเมื่อใด - blognone.com • Apple Q4 2026 earnings call: CEO John Ternus addresses iPhone Duo availability and increasing prices - mashable.com • Commentary: Apple's results mask uncertain demand as supply constraints ease - digitimes.com • Apple earnings suggest the iPhone 18 launch strategy is really working - 9to5mac.com • Apple just had its best year ever. So why is its stock falling? - fastcompany.com • Apple forecasts its biggest revenue quarter ever despite supply constraints - 9to5mac.com • Despite posting record earnings, Apple stock swoons - macdailynews.com • Apple отчиталась о рекордной выручке благодаря iPhone. Почему аналитики не ожидали такого результата - secretmag.ru • He admit it!: Notes from another record Apple quarter - sixcolors.com • Apple earnings beat expectations, but rising chip costs worry investors - euronews.com • Apple erwartet umsatzstärkstes Quartal der Unternehmensgeschichte - macerkopf.de • Analysts on AAPL: how observers feel about Apple's Q4 financials - appleinsider.com • Apple beats sales and profit expectations but AI costs weigh on holiday sales - techcentral.ie • Apple Beat Expectations on Revenue, So Why Did Its Stock Slide? - androidheadlines.com --- 📰 Story aggregated by Kagi News