Overview
- Apple pulled the 64GB Mac mini and the 256GB‑RAM M3 Ultra Mac Studio, leaving the Ultra model at 96GB only.
- Many Mac mini and Mac Studio builds now show waits of 9 to 10 weeks, with some RAM‑upgraded models listed at 4 to 5 months.
- After Apple dropped the 256GB Mac mini last week, the base moved to 512GB and the entry price rose to $799 in the U.S. and $1,099 in Canada.
- DRAM makers shifted capacity to high‑bandwidth memory for AI servers, pushing DRAM contract prices up by about 90% quarter over quarter.
- Tim Cook said Apple underestimated demand from people running AI and agentic tools locally, and IDC projects PC, tablet and phone prices could climb 10% to 20% if memory stays tight.