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Micron stock is up 20% on 2026-06-25 after record earnings, with the post stating…

2026-06-25 · 15:44 UTC ·@cryptopunk7213 ·0 min read

Brief

Micron's stock jumped 20% on June 25, 2026 after record earnings, which the author says proves AI demand for memory exceeds supply. The post warns Apple will raise device prices (including the next iPhone) because of rising memory costs and alleges Apple had earlier forced Micron to sell memory very cheaply; Rolfe Winkler highlighted mutual blame between Tim Cook and a Micron executive.

Why it matters

Micron stock is up 20% on 2026-06-25 after record earnings, with the post stating AI-driven demand for memory now exceeds available supply.

Key details

  • The author predicts Apple will raise device prices—saying the next iPhone will cost significantly more—because memory costs have surged, and claims Apple previously forced Micron to sell memory “super cheap” during the last downturn.
  • Rolfe Winkler tweeted that Tim Cook blamed “the memory guys” for Apple raising prices, and a Micron executive Winkler interviewed pointed the finger back at Apple.
Source evidence

micron stock is up 20% today after record earnings proving ai demand for memory is exceeding any available supply - and apple isn’t happy

companies like apple need to raise prices of their devices because memory costs so much. i’m guessing the next iphone will cost significantly more.

what i never considered was this is in-part caused by apple themselves

they forced micron to sell them memory for super cheap during the last memory downturn

how the tables have turned

Rolfe Winkler (@RolfeWinkler)

Tim Cook says the memory guys are at fault for Apple raising prices. A Micron executive I interviewed last night pointed the finger right back.

— https://nitter.net/RolfeWinkler/status/2070129216214163575#m