Apple warns of ‘unprecedented’ rise in memory chip prices
Published . Updated .
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iPhone maker says decision to raise prices has offset some of impact, as revenues are stronger than expected
Directly affected
- AAPL Apple+6.5% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-15.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.1% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom+2.6% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- NVDA Nvidia-27.4% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AMD Advanced Micro Devices-7.6% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AAPL | +2.48% | +3.04% | base | -2.07% | +3.20% | +1.74% | +1.10% |
| SMH | +9.78% | +10.54% | base | +2.04% | -0.71% | -10.50% | -8.73% |
| SOXX | +12.64% | +13.25% | base | +2.45% | -0.56% | -11.54% | -9.75% |
| AVGO | +6.21% | +7.02% | base | +2.99% | +0.96% | -8.35% | -9.13% |
| ASML | +7.22% | +9.85% | base | +1.73% | -1.92% | -9.20% | -6.62% |
| NVDA | +7.75% | +5.68% | base | +2.16% | -1.01% | -9.50% | -7.67% |
| AMD | +20.01% | +21.38% | base | +3.71% | +4.49% | -13.57% | -3.86% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
iPhone maker says decision to raise prices has offset some of impact, as revenues are stronger than expected Business live – latest updates Apple has warned of an “unprecedented” rise in memory chip prices, as it battles with datacentres t…
Source: The Guardian
Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 3 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | -2.07% | final price |
| AAPL | the next day | +3.20% | final price |
| AAPL | two days later | +1.74% | final price |
| AAPL | three days later | +1.10% | final price |
| AAPL | three days earlier | +3.04% | final price |
| AAPL | five days earlier | +2.48% | final price |
| Advanced Micro Devices (AMD) | that day | +3.71% | final price |
| Advanced Micro Devices (AMD) | the next day | +4.49% | final price |
| Advanced Micro Devices (AMD) | two days later | -13.57% | final price |
| Advanced Micro Devices (AMD) | three days later | -3.86% | final price |
| Advanced Micro Devices (AMD) | three days earlier | +21.38% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +20.01% | final price |
| Asml Holding (ASML) | that day | +1.73% | final price |
| Asml Holding (ASML) | the next day | -1.92% | final price |
| Asml Holding (ASML) | two days later | -9.20% | final price |
| Asml Holding (ASML) | three days later | -6.62% | final price |
| Asml Holding (ASML) | three days earlier | +9.85% | final price |
| Asml Holding (ASML) | five days earlier | +7.22% | final price |
| Broadcom (AVGO) | that day | +2.99% | final price |
| Broadcom (AVGO) | the next day | +0.96% | final price |
| Broadcom (AVGO) | two days later | -8.35% | final price |
| Broadcom (AVGO) | three days later | -9.13% | final price |
| Broadcom (AVGO) | three days earlier | +7.02% | final price |
| Broadcom (AVGO) | five days earlier | +6.21% | final price |
| Nvidia (NVDA) | that day | +2.16% | final price |
| Nvidia (NVDA) | the next day | -1.01% | final price |
| Nvidia (NVDA) | two days later | -9.50% | final price |
| Nvidia (NVDA) | three days later | -7.67% | final price |
| Nvidia (NVDA) | three days earlier | +5.68% | final price |
| Nvidia (NVDA) | five days earlier | +7.75% | final price |
| Vaneck Etf Trust (SMH) | that day | +2.04% | final price |
| Vaneck Etf Trust (SMH) | the next day | -0.71% | final price |
| Vaneck Etf Trust (SMH) | two days later | -10.50% | final price |
| Vaneck Etf Trust (SMH) | three days later | -8.73% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +10.54% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.78% | final price |
| Ishares Tr (SOXX) | that day | +2.45% | final price |
| Ishares Tr (SOXX) | the next day | -0.56% | final price |
| Ishares Tr (SOXX) | two days later | -11.54% | final price |
| Ishares Tr (SOXX) | three days later | -9.75% | final price |
| Ishares Tr (SOXX) | three days earlier | +13.25% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.64% | final price |
Congressional trades in the stocks in this story
- Sen. Shelley M Capito sold Apple (AAPL) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 13 days before publication. Filed 4 Nov 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Apple (AAPL) (held by a dependent child), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 11 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 88 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 11 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 14 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 27 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who collects and who pays in semiconductors
Companies mentioned with this story
- SMH Vaneck Etf Trust
In “Apple warns of ‘unprecedented’ rise in memory chip prices,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
For “Apple warns of ‘unprecedented’ rise in memory chip prices,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- AVGO Broadcom
For “Apple warns of ‘unprecedented’ rise in memory chip prices,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- ASML Asml Holding
In “Apple warns of ‘unprecedented’ rise in memory chip prices,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- NVDA Nvidia
For “Apple warns of ‘unprecedented’ rise in memory chip prices,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- AMD Advanced Micro Devices
Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Apple warns of ‘unprecedented’ rise in memory chip prices.” Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
The 3 Nov 2026 story “Apple warns of ‘unprecedented’ rise in memory chip prices” names Vaneck Etf Trust (SMH) because of Semiconductors.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
AVGO traded between 289.81 and 369.79 across 20 sessions. The latest close on file is 364.34. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Apple warns of ‘unprecedented’ rise in memory chip prices” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.