What did Apple say?

In its latest results and outlook, Apple reported strong quarterly sales but forecast a lower gross margin for the December quarter. Reuters attributes part of that pressure to higher memory-chip costs. The report says Apple has secured supply commitments, while the company still expects memory costs to rise into 2027.

Apple’s comments matter beyond phones and laptops because memory is a shared part of the wider electronics supply chain. DRAM is used in PCs, servers and many other devices, while NAND flash is central to SSD storage. The products are not interchangeable, and their supply contracts and pricing cycles can differ.

Why is AI demand affecting memory?

Large AI data centres require substantial quantities of memory. High-bandwidth memory (HBM) is used alongside powerful accelerators, while servers also require conventional DRAM and storage. When manufacturers direct more capacity, investment and advanced packaging toward data-centre products, the balance of supply available to other markets can change.

That does not mean every AI server module is competing directly with a desktop DDR5 kit. Different memory types use different designs and production processes. The connection is the wider semiconductor capacity, investment and allocation environment — not a simple one-for-one substitution.

DRAM and NAND: two different price stories

TrendForce’s late-October research points to further contract-price pressure in the fourth quarter. These are industry contract-market estimates, not guaranteed changes to the shelf price of a specific product in Egypt.

What should PC builders in Egypt do?

International cost reports are useful signals, but Egyptian retail prices also depend on exchange rates, import timing, distributor inventory, model selection, warranty and retailer pricing. A global forecast cannot tell us the exact price of a 32GB DDR5 kit or a particular NVMe SSD at a local shop.

• Check motherboard compatibility before choosing DDR4 or DDR5.
• Choose capacity based on your games, creative applications and workload rather than assuming everyone needs the same amount.
• For SSDs, compare capacity, interface, endurance and warranty — not just the advertised sequential speed.
• Compare the exact model and current local stock before deciding whether to upgrade.

For deeper background, read our RAM prices and DRAM trends guide, then explore currently listed RAM products.

Will RAM and SSD prices definitely rise in Egypt?

That conclusion would be premature. Apple’s outlook and industry contract forecasts show cost pressure upstream, but they do not establish the timing or size of any Egyptian retail adjustment. Existing stock, supplier agreements and local competition can all change how global cost movements reach buyers. We will update this article when reliable local pricing evidence becomes available.