Apple Inc. & Micron Technology
55 shared events · Importance 11 · Last updated Aug 23, 2026
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Business
Apple Inc.: Apple raised prices on Macs and iPads to offset soaring memory costs; its stock fell nearly 5% on the announcement. The company faces potential demand slowdown but may offset with higher average selling prices.
Micron Technology: Micron reported record gross margins of 86% and secured $22 billion in long-term commitments, benefiting from AI-driven memory demand.
Jun 17, 2026 · 199 articles
Business
Apple Inc.: Apple Inc. shares dropped after hiking prices for its products to counter rising chip costs, weighing on the broader market.
Micron Technology: Micron Technology reported stronger-than-anticipated profit and revenue, and its shares surged, leading the market's tech rebound.
Jun 24, 2026 · 57 articles
Business
Apple Inc.: Apple Inc. is highlighted by Sridhar Vembu as a technology giant with an elevated price-to-sales ratio of 10x-11x, contributing to his concerns about an 'insane bubble'.
Micron Technology: Micron Technology is highlighted by Sridhar Vembu with a price-to-sales ratio of 19x, serving as another example of a company with valuations he considers detached from fundamentals.
May 31, 2026 · 10 articles
Business
Apple Inc.: Apple is part of the Mag 7 but its performance is mixed; it expanded its partnership with Broadcom for custom chips through 2031.
Micron Technology: Micron is a key beneficiary of the AI trade rotation, with strong earnings growth and positive estimate revisions, attracting significant investor inflows.
Jul 07, 2026 · 13 articles
Business
Apple Inc.: Apple reported strong Q3 results but issued weaker-than-expected guidance due to supply constraints. Its stock fell in after-hours trading, and it faces potential margin pressure and iPhone price hikes.
Micron Technology: Apple has a thinly concealed conflict with Micron over memory chip supply. Apple's supply constraints and evaluation of alternative suppliers could affect Micron's business relationship with Apple.
Jul 30, 2026 · 42 articles
Business
Apple Inc.: Apple is testing CXMT memory chips to mitigate the shortage and reduce costs, but faces political pressure and regulatory constraints. The outcome could affect its supply chain and pricing strategy.
Micron Technology: Micron is a major memory supplier that has lobbied against Apple's use of Chinese chips, fearing it could undermine domestic memory production. It could lose Apple's business if CXMT is adopted.
Jul 30, 2026 · 38 articles
Business
Apple Inc.: Fell despite beating profit estimates, as supply constraints and weak revenue guidance raised concerns. Seen as an 'anti-AI' bet among Big Tech.
Micron Technology: Experienced volatile trading but surged on strong AI demand. Stock remains up significantly for the year.
Jul 14, 2026 · 280 articles
Regulatory
Apple Inc.: Apple Inc. is seeking the United States government's approval to purchase memory components from blacklisted Chinese companies due to the chip shortage and has raised prices on its goods.
Micron Technology: Micron Technology, a member of SEMI, is one of the top three memory chipmakers that would be affected by government policies regarding the memory chip shortage.
Jul 02, 2026 · 6 articles
International
Apple Inc.: Apple is testing CXMT chips and lobbying for approval to secure memory supply and manage costs amid a DRAM shortage.
Micron Technology: Micron is a major DRAM supplier; Apple's move could pressure its pricing power.
Jun 17, 2026 · 68 articles
Business
Apple Inc.: Apple regained the title of world's most valuable company, with its market cap reaching ~$4.95 trillion. The company's restrained AI spending and strong ecosystem have been rewarded by investors, and its upcoming earnings will be key for sustaining momentum.
Micron Technology: Micron crossed $1 trillion in market value in May, benefiting from the shift in AI investment toward memory chips. It is a key beneficiary of the broadening AI trade.
Jul 08, 2026 · 107 articles
Business
Apple Inc.: Apple Inc. has raised prices on its devices due to increased memory costs, which the lawsuit alleges are a result of the defendants' anticompetitive practices. This highlights the broader impact of the alleged price-fixing on consumer electronics.
Micron Technology: Micron Technology is a primary defendant in the class-action lawsuit, accused of colluding to inflate DRAM prices and limit supply. This event could lead to significant legal and financial repercussions for the company.
Jun 29, 2026 · 31 articles
Tech
Apple Inc.: Apple, a long-time customer of Micron, supports the initiative, which could ensure a stable supply of advanced memory for its products.
Micron Technology: Micron is the central entity, announcing a $10 billion investment in a new research hub to advance memory technologies for AI. This strengthens its competitive position and aligns with US manufacturing initiatives.
Aug 20, 2026 · 20 articles
Business
Apple Inc.: Raised product prices due to higher memory costs; approved Apple Intelligence in China.
Micron Technology: Fell up to 13.3% in a single day; volatile swings; still up over 200% year-to-date.
Apr 20, 2026 · 344 articles
Business
Apple Inc.: Apple Inc.>>> shares eased after unveiling AI upgrades to Siri, suggesting a 'sell-on-the-news' response from investors who may have expected more significant announcements.
Micron Technology: Micron Technology's shares advanced significantly, becoming a major force lifting the S&P 500, after analysts raised their price target due to continued strength in demand for computer memory. It also topped a $1 trillion valuation.
May 20, 2026 · 72 articles
Business
Apple Inc.: Apple has raised prices due to chip shortages, reflecting broader supply constraints in the semiconductor industry, though its direct involvement in this event is limited.
Micron Technology: Micron, a major DRAM supplier, benefits from higher memory prices and increased demand, improving its revenue outlook.
Aug 22, 2026 · 27 articles
International
Apple Inc.: Apple Inc. is unveiling new AI features at its annual developers conference, aiming to catch up with competitors in the AI space and potentially boost its market position.
Micron Technology: Micron Technology jumped 7.2%, indicating a strong recovery in AI-related stocks.
May 18, 2026 · 316 articles
International
Apple Inc.: Apple Inc. slid, contributing to the overall tech sector decline that impacted global markets, including South Korea.
Micron Technology: Micron Technology's stock fell, adding to the negative sentiment in the tech sector.
Jun 10, 2026 · 8 articles
International
Apple Inc.: Apple Inc. reported better-than-expected profits, leading to a 3.3% rally in its stock and significantly contributing to the S&P 500's rise.
Micron Technology: Micron Technology's stock dropped, tracking losses in tech shares and indicating a cooling of the AI boom's impact on semiconductor companies.
May 05, 2026 · 374 articles
Domestic
Apple Inc.: Apple Inc. stock rose, contributing to the overall positive performance of technology stocks and the market.
Micron Technology: Micron Technology fell after a significant plunge, reflecting ongoing challenges for some tech companies.
Jun 24, 2026 · 7 articles
Business
Apple Inc.: Customer of Samsung memory; raised iPad and MacBook prices due to rising component costs.
Micron Technology: Another memory chipmaker benefiting from tight supply and rising prices.
Apr 20, 2026 · 47 articles
Business
Apple Inc.: Reportedly testing CXMT's DRAM chips to diversify supply amid shortages, which could boost CXMT's credibility but also raise U.S. security concerns.
Micron Technology: Micron, a leading DRAM maker, sees CXMT as a competitor but also benefits from the memory shortage. CXMT's valuation at half of Micron's highlights market exuberance.
Jul 14, 2026 · 113 articles
International
Apple Inc.: Apple sued OpenAI for trade secrets theft, a separate legal matter that adds to tech sector uncertainty.
Micron Technology: Micron sank 4.9%, eroding its year-to-date gains, as the AI-driven rally in memory chips faced profit-taking and valuation worries.
Apr 20, 2026 · 304 articles
Business
Apple Inc.: Apple entered into long-term agreements with Broadcom for silicon products, supporting Broadcom's stock recovery.
Micron Technology: Micron Technology climbed 2.8%, benefiting from the AI stock rebound.
Jul 06, 2026 · 14 articles
International
Apple Inc.: Apple's stock fell, contributing to the Nasdaq's decline, though its fundamentals remain strong.
Micron Technology: Micron rose 4.5% on AI optimism, benefiting from strong demand for memory chips.
Mar 08, 2026 · 27 articles
Tech
Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.
Micron Technology: Micron Technology is a supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a smaller but supplementary share of orders.
May 31, 2026 · 28 articles
Business
Apple Inc.: Apple relies on TSMC for advanced processors; TSMC's capacity expansion supports future product launches.
Micron Technology: Micron is mentioned as a memory maker whose capacity expansion may influence TSMC's capex decisions.
Jul 13, 2026 · 22 articles
Business
Apple Inc.: Apple is reportedly seeking to diversify its semiconductor supply chain to include Chinese suppliers, which could affect memory demand dynamics but is not directly impacted by the shortage.
Micron Technology: Micron holds 21% of the HBM market and stands to benefit from tight supply as a competitor to SK Hynix.
Apr 20, 2026 · 62 articles
Business
Apple Inc.: Apple was a well-known large cap that drew broad participation on RealStocks.
Micron Technology: Micron Technology was a top AI-related asset on RealStocks, reflecting demand for memory and storage.
Jul 28, 2026 · 6 articles
Business
Apple Inc.: Apple is mentioned as a company that raised device prices due to memory shortages; the expansion may help ease supply constraints.
Micron Technology: Micron is the central company undertaking the expansion, which enhances its capacity to produce advanced memory chips for AI, likely improving its competitive position and financial outlook.
Jul 04, 2026 · 6 articles
Domestic
Apple Inc.: Apple Inc. is mentioned as a customer pressing for more memory chips amid a global shortage and is reportedly seeking to buy memory chips from Chinese manufacturers, indicating broader market dynamics affecting Samsung Electronics and SK Hynix.
Micron Technology: Micron Technology is identified as one of the three companies dominating the global market for advanced memory chips, alongside Samsung Electronics and SK Hynix, indicating the competitive landscape.
Apr 20, 2026 · 86 articles
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