Apple CFO: Memory chip costs to remain a challenge in December quarter

The notable point is that Apple has already baked the memory cost pressure into its guidance rather than treating it as an emerging risk, which frames the December quarter as a known headwind rather than a surprise. For memory suppliers and the broader hardware supply chain, Apple's public acknowledgment signals that elevated pricing is being absorbed by the largest buyers, not resolved. Whether this cost environment persists beyond the December quarter is the open question, since the remark addresses only the current guidance period.