In what it describes as Tim Cook’s final Apple earnings call, the company warns that disruptions in the memory chip market could affect device sales. Apple links the risk to unusually severe pricing pressure in memory chips, characterizing it as a “hundred year flood.” The company says constraints within the supply chain are expected to carry over into the current quarter.
Apple also indicates that the impact could extend across multiple product categories, including iPhone, Mac, and iPad. The company’s guidance reflects expectations of limited availability or altered component conditions rather than a shift in demand, with the focus placed on supply-side factors.
While sources emphasize the “hundred year flood” metaphor and the supply-chain constraints, they broadly converge on the same message: Apple expects near-term effects from the memory chip pricing environment and supply limitations, which may influence sales performance across its major hardware lines in the quarter being reported.
