Thesis

For years, "Macs are overpriced" was a fair critique in mainstream buyer math. In 2026, that math is changing. Not because Apple became generous overnight, but because the global memory market got distorted by AI demand, and Apple’s vertically integrated purchasing model insulated it better than most PC OEMs.
The result is a short but meaningful window where select base Mac configurations—especially Mac mini and base-tier MacBook Pro SKUs—can look like better value than comparable Windows alternatives once you factor in memory inflation, performance-per-watt, and retailer discounting.
What Triggered the Shift
The linked video argues that AI-era HBM demand pulled production capacity toward higher-margin memory products, starving commodity DRAM and creating sharp price pressure for consumer and commercial PCs [1].

