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Digitimes August 3, 2026 By Jingyue Hsiao neutral

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

AppleAI / LLMMemorySupply Chain
Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches worldwide. The company's final results under Tim Cook also highlighted how memory shortages are reshaping Apple's supply chain while leaving investors cautious after hours.
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