Permintaan AI
Apple menghentikan model Mac mini entry-level
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Apple telah berhenti menjual model Mac mini termurah seharga $599, menaikkan harga dasar menjadi $799 dengan penyimpanan 512GB. Perubahan ini menyusul tingginya permintaan dari pengguna AI dan kendala pasokan. CEO Tim Cook mencatat bahwa mungkin diperlukan waktu beberapa bulan untuk menyeimbangkan penawaran dan permintaan.
Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.
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Several Chinese analogue chipmakers have raised prices recently, aligning with global leaders like Texas Instruments. Analysts say the increases allow China's mature-node producers to compete with US and European rivals without sacrificing much margin. The repricing stems from surging upstream costs and explosive AI-driven demand.