Apple’s foldable phone preorder sold out almost immediately, tightening memory supply
- Starting at $1,999, with the top-end 2TB model priced at $3,200. Within minutes of preorders opening, shipping estimates were pushed from November to December, then to late January 2027. Every configuration from 256GB to 2TB and every color was affected.
- Bloomberg Intelligence raised its forecast to 14 million units and $28 billion in sales. Apple closed at $343.46 on Friday, up 0.43%, with a cumulative gain of 1.61% over five days.
A shortage of memory chips is directly driving up the cost of complete systems, and this round of price increases will feed through to hardware for mining rigs and decentralized storage nodes. For business models that rely on stacking hard drives to add capacity, node expansion costs rise first, leaving greater selling pressure when the market rebounds. Risk appetite and institutional buying are still present here, so the short-term outlook remains volatile but firm. Follow the swings; hardware costs are a hidden drag, but haven’t yet become an immediate headwind.
Those of you holding any, what’s your cost basis, and would you dare to buy at this level?
$FIL $BTC $ETH
- Starting at $1,999, with the top-end 2TB model priced at $3,200. Within minutes of preorders opening, shipping estimates were pushed from November to December, then to late January 2027. Every configuration from 256GB to 2TB and every color was affected.
- Bloomberg Intelligence raised its forecast to 14 million units and $28 billion in sales. Apple closed at $343.46 on Friday, up 0.43%, with a cumulative gain of 1.61% over five days.
A shortage of memory chips is directly driving up the cost of complete systems, and this round of price increases will feed through to hardware for mining rigs and decentralized storage nodes. For business models that rely on stacking hard drives to add capacity, node expansion costs rise first, leaving greater selling pressure when the market rebounds. Risk appetite and institutional buying are still present here, so the short-term outlook remains volatile but firm. Follow the swings; hardware costs are a hidden drag, but haven’t yet become an immediate headwind.
Those of you holding any, what’s your cost basis, and would you dare to buy at this level?
$FIL $BTC $ETH