Despite boasting a market capitalization of US$4 trillion, Apple is not spared from the effects of the ongoing global semiconductor supply shortage. Sources indicate that Apple's long-term DRAM memory supply contracts with Samsung Electronics and SK Hynix are nearing their expiration dates. Starting January 2026, these two South Korean tech giants intend to raise chip prices for Apple. There's widespread speculation regarding whether Apple will transfer these increased costs to its customers. According to insiders, Apple might consider increasing product prices in the first half of 2026. Nevertheless, given its substantial cash reserves and escalating investments in in-house chip development, Apple is anticipated to mitigate the impact somewhat. Should Apple acquire DRAM at inflated prices, the cost framework of several of its products, such as the 'budget-friendly' MacBook and the M5 MacBook Air, could come under strain. The DRAM memory market is currently grappling with significant challenges, and the unfolding situation merits ongoing observation and analysis.