Apple's Mac has increased in price by 15% to 20%, and iPad is even more impressive, with a maximum of 25%. A laptop that you already thought was expensive, now it's even more expensive. The price is worth keeping an eye on more than any analyst report. Why? Because Apple AAPL has never been a company that casually raises prices. Its supply chain management is textbook level, able to push the cost of parts to the extreme bit by bit. There is only one possibility that can force it to publicly raise prices and say that it has never seen parts prices rise so much in such a short period of time. The key parts it wants to buy are really unaffordable and not enough. And that component is the memory. AI has turned high-performance memory into a scarce commodity, with prices skyrocketing. A few days ago, Micron's financial report exploded, and SK Hynix went to NASDAQ to raise 29.4 billion yuan to expand production, all of which are different aspects of this story. Today's price tag for Apple's price increase is the first time in this story that it has walked out of the financial report and K-line and onto the checkout counter where ordinary people buy things. I have a DRAM warehouse with memory in my hand, and seeing this, my judgment on how tight the memory is in my heart was confirmed by reality. I don't need to say much about how scarce something that even an apple needs to raise its price for in the short term is. However, the fundamentals are tight, and how the prices of memory stocks are moving at this moment is two separate lines. In the past few days, even the toughest fundamentals of the market have been hit by this killing tactic.