The sheer scale of the ongoing increase in DRAM and NAND costs is unprecedented by any definition of the word, as Apple's Tim Cook also recently highlighted by conceding that he had "never seen anything like this in over 40 years." A simple statement, however, rarely conveys the full extent of a paradigm-altering upheaval, and to get some much-needed clarity, you should look no further than the upcoming Apple iPhone 18 Pro Max's Bill of Materials (BOM) breakdown, where the NAND and DRAM costs now make up nearly half of the total cost of each device. Apple's Bill of Materials […]
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