Apple (AAPL) is seeing 'very significant constraints' in the supply chain
Apple CEO Tim Cook has indicated that the company is facing significant supply chain constraints, particularly for DRAM and storage components, which are expected to increase sequentially. These constraints, exacerbated by high demand from artificial intelligence companies, are leading to price increases and limited flexibility for products like the iPhone and Mac. Despite these challenges, Apple managed to exceed revenue and EPS expectations for its Q3 2026 quarter.
Shack News
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