Patrick Moorhead(@PatrickMoorhead):Memory makers strike back and finally reaches Apple. Most all of @MicronTech’s revenue gains this quarter were from price hikes, NOT from unit increases. Does it stink that price hikes impact OEMs and consumers? Yes. BUT, when memory makers were -80% grows margins, the OEMs were punishing memory makers with continuous price cut demands. It cuts both ways.

Patrick Moorhead

@PatrickMoorhead

Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Ex-AMD CVP, Compaq (now HP/HPE), AltaVista dot-com survivor.

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Patrick Moorhead@PatrickMoorhead

2026.06.25 16:32

Memory makers strike back and finally reaches Apple. Most all of @MicronTech’s revenue gains this quarter were from price hikes, NOT from unit increases. Does it stink that price hikes impact OEMs and consumers? Yes. BUT, when memory makers were -80% grows margins, the OEMs were punishing memory makers with continuous price cut demands. It cuts both ways.

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