Now somehow openAI has capacity and Apple does not. And think about it Apple is not in a better position than Valve for example. A teeny tiny company in comparison.
It is an unprecedented managerial failure.
Just like US had oil but as the world prices went up, US oil prices went up. No one will sell it cheap inside the country for patriotism. Same thing here.
Of course they likely had / likely have some issues, but we should explain it as market forces rather than any struggle they are facing.
If not, they ordered less chips. Hence lost capacity.
About pricing, Netflix is constantly raising its prices and making more and more money (their stock is broken for last few months only) because they learned how to maximize profit by serving less customers but more profitable customers. Thats just one example.
All I am saying is that price stability is not guaranteed and is not a corporate goal so whether they failed here, whether they regret something, it is not possible to judge that just from price increase. Maybe they did, maybe they did much better than we know today and will find out next year (or quarter).
Timeline 2-3 years 10-20 billion dollars...
Note:(Microsoft thru the end of this year will spend 60-80 billion dollars on Capex and Google will spend 180 billion dollars).
It is sort of Apple's fault. They are probably the biggest single buyer of DRAM and NAND globally and they pride themselves on their supply chain management under Cook.
It seems they over optimised this too far.