2 place 65

260 The AI Boom Is Coming for Apple's Profit Margins

Slashdot
msmash @ Slashdot · 02/02/2026 14:00 EDT

The AI Boom Is Coming for Apple's Profit Margins

Apple's long-standing dominance over its electronics supply chain is eroding as AI companies outbid the iPhone maker for critical components like chips, memory and specialized glass fiber, giving suppliers the leverage to demand that Apple pay more. CEO Tim Cook acknowledged the pressure during a Thursday earnings call, noting constraints in chip supplies and significant increases in memory prices.

Nvidia has overtaken Apple as TSMC's largest customer, CEO Jensen Huang said on a podcast; Apple had held th

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Slashdot
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Slashdot
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Slashdot
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Slashdot
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Slashdot
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