Changes in US stocks | Apple (AAPL.US) fell more than 2%, memory chip costs soared, superimposed product price increases suppressed demand, and it is reported that orders for iPhone 18 Pro series parts were cut

The Zhitong Finance App learned that on Friday, Apple (AAPL.US) stock price fell. As of press release, the stock had fallen more than 2% to $333.12. According to media reports on Friday, citing sources familiar with the matter, due to soaring memory chip costs and product price increases, Apple has notified some suppliers to cut parts production for the new iPhone 18 Pro and iPhone 18 Pro Max.

The report said that since the beginning of September, Apple has been cautious about shipping prospects, and orders for some parts in October have been cut by at least 15% compared to the initial plan. However, the media were unable to independently verify the news, and Apple did not immediately respond to requests for comment.

Last month, Apple launched the iPhone 18 Pro, iPhone 18 Pro Max, and the folding screen phone Duo. Among them, the starting prices of the two Pro models are 1199 US dollars and 1,299 US dollars respectively, both up 100 US dollars from the previous generation.

As tech giants massively purchase memory chips for AI data center construction, global chip supply is tightening and prices continue to rise, further driving up the production costs of smartphones and personal computers. Apple raised the sales price of some iPads and MacBooks in June of this year due to rising memory chip costs.

Demand for Apple devices has slowed since the end of August, but this may also be related to the company's adjustment of the iPhone release schedule. At the same time, as Apple continues to increase device-side AI capabilities, its demand for high-performance memory chips is also rising, and cost pressure may continue to affect product pricing.