This Week in Tech (Audio)

Snapshot · This Week in Tech (Audio)

TWiT 1090: Flock of SQLs - Apple & Microsoft Grapple With Soaring Hardware Prices

Explore episode Jun 29, 2026

Where this was said

Apple & Microsoft Price Hikes: The Memory Shortage Crisis

At 3:23 · chapter starts 3:15

The episode's first major segment zeroes in on the global memory shortage and its cascading effects on consumer hardware prices. Tim Cook telegraphed Apple's price increases to the Wall Street Journal, and Bloomberg's Mark Gurman called it correctly: within days, MacBooks, HomePods, and even years-old Apple TVs were more expensive by up to $200, with further iPhone hikes expected in September. Jennifer Pattison Tuohy was lucky enough to buy a MacBook Neo for her son before the announcement. Daniel Rubino notes this is the second Xbox price increase, taking the console from $499 to approximately $799, with a potential further hike in 2027. Dan Patterson then delivers the structural bad news: SK Hynix, Micron, and Samsung — just three companies — control the global RAM and SSD supply, and have signed 3-to-5-year exclusive contracts with all major customers. Valve's public statement about the Steam Machine situation was particularly stark: suppliers quoted a price and told Valve to take it or face permanent blacklisting. No new fabs are under construction because there is, quite simply, no financial incentive for the chip makers to lower prices. The panel agrees the earliest plausible relief date is 2028 — if then.

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