# Apple’s record Mac sales face rising memory costs and supply limits

- URL: https://talkfuse.com/story/apples-mac-business-is-booming-but-the-memory-market-has-other-plans/
- Published: 2026-11-03T12:27:01+00:00
- Updated: 2026-11-03T13:21:04+00:00
- Original publisher: The Register
- Original article: https://www.theregister.com/personal-tech/2026/11/03/apples-mac-business-is-booming-but-the-memory-market-has-other-plans/5307188
- Topics: Americas, Business, Companies, World

## Key points

- Apple recorded its highest-ever annual Mac sales.
- Memory costs are squeezing margins and limiting Mac and iPad supplies.
- Apple forecasts December-quarter revenue growth of 7 to 10 per cent.

## Summary

Apple says it sold more Macs in fiscal 2026 than in any previous year, but rising memory prices and supply limits could slow that momentum. Chief executive John Ternus said memory costs are rising at an unprecedented rate, while Apple expects constraints on Mac and iPad supplies in the December quarter as demand exceeds expectations.

Mac revenue reached $10.8 billion in the September quarter, up 24 per cent year on year, after rising nearly 29 per cent in June. Apple’s gross margin is forecast to fall from 47.9 per cent to between 45 and 46 per cent in December, largely due to memory costs; the company also raised hardware prices and increased manufacturing purchase commitments by $33 billion between June and September. Overall September-quarter revenue was $114.5 billion, up 12 per cent, and Apple forecasts December-quarter growth of 7 to 10 per cent.

---
Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.