… Supply chain shifts reduce risk but don& 039;t remove pressure Supply chain changes remain one of Apple& 039;s main tools for managing tariff exposure, and the strategy has clear limits. …
… Memory pricing has become the main pressure point, as rising NAND and DRAM costs push component expenses higher and take up a larger share of the iPhone bill of materials. Apple is expected to rely on its scale, supply agreements, and inventory strategy to manage those costs. …
… Its long-term supply chain deals means it locks in the cost of modules at specific levels, while others may see more immediate pricing fluctuations. …
… With continued pressure to manufacture in the U.S, supply chain changes could be on the way. …
… Competition for advanced nodes and memory is increasing as hyperscalers pay more to secure supply, putting pressure on Apple& 039;s access and costs. …
… Rising interest in running AI workloads locally has increased demand for compact Macs and added pressure to already constrained supply. …
… Li Qiang: "No country can go it alone in a deeply interconnected global economy"Speaking at the opening of the China Development Forum in Beijing, Chinese Premier LiQiang highlighted the deep interdependence of global industrial and supply chains, laying out why no country -- pic.twitter.com/1AJmQD… …
… Sales weakness was particularly severe below the $100 smartphone tier, where rising memory costs and shrinking margins are putting pressure on smaller Android brands. …
… So far, agreements with the supply chain have insulated Apple from being too badly affected by memory cost increases, and it has yet to be passed down to consumers. Even so, it is under intense pressure to pay more to maintain supplies of its products to consumers. …
Apple& 039;s Mac mini is in extremely short supply, under pressure because of demand for good AI hardware, and RAM shortages. …