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Apple Faces Dual Pressure of Rising Memory and Wafer Prices, with Hardware Profit Margins Under Pressure in 2026
1 week ago /
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Author：小编
Investment bank Morgan Stanley stated in an investor report that with significant price increases in key components such as memory and chips, Apple will face more severe hardware cost pressures in 2026, while still attempting to maintain stable end-user pricing. Based on recent research in the Taiwanese supply chain, the bank pointed out that across the entire industry, from smartphones and personal computers to servers, there are dual challenges of supply constraints and rising costs.
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