Apple, Micron, OpenAI and A.I.’s Rough Summer

The article describes these factors as causing 'turbulence' in a sector that has previously driven market growth.

Rising memory prices, which affect companies like Micron, are contributing to higher production costs for hardware companies such as Apple. The article notes that more expensive iPads are a direct result of these price increases.

The article does not provide specific figures or timelines for these developments but frames them as a broader slowdown in the AI industry. It does not attribute the delays to any single cause, though it notes the interplay between hardware costs and software company valuations. The piece concludes that the sector is 'hitting turbulence' after a period of rapid growth.