https://www.msn.com/en-us/money/technology/the-ai-boom-is-coming-for-apple-s-profit-margins/ar-AA1VpgpA
Apple had been TSMC’s biggest customer by a wide margin for years. TSMC is the world’s leading manufacturer of advanced chips for AI servers, smartphones and other computing de
https://www.wsj.com/tech/the-ai-boom-is-coming-for-apples-profit-margins-4774013d?msockid=33d1a4ed10cf60623997b21811c861f8
2 days ago · The AI Boom Is Coming for Apple’s Profit Margins Parts for iPhones to cost more owing to surging demand from AI companies By Rolfe Winkler Follow
https://latlonginfo.com/en-us/a/3e6b969c502247e58d0d4919342103e6.html
1 day ago · However, the gross margin for its hardware business fell to 36.2%, with the global AI boom standing as the primary driver of this downward pressure. The squeeze on App
https://the-decoder.com/the-ai-boom-could-cost-apple-up-to-57-more-per-iphone/
1 day ago · For Apple, the numbers are stark: The base-model iPhone 18 due this fall could cost $57 more in memory alone compared with the current iPhone 17 – a significant hit
https://www.rswebsols.com/news/the-ai-surge-is-set-to-impact-apples-profit-margins-global-news/
18 hours ago · Discover how the AI surge threatens to reshape Apple’s profit margins and what this means for the tech giant’s future in a rapidly evolving market.
https://www.cultofmac.com/news/apple-reportedly-takes-margin-hit-keep-iphone-mac-prices-flat
5 days ago · Memory prices are exploding thanks to the AI boom, yet Apple is apparently betting it can ride out the storm without raising prices.
https://tradethepool.com/fundamental/apple-profit-margin-2026-inside-apple-record/
1 day ago · Apple profit margin hits 48.2% in 2026, driven by iPhone sales, services, AI bets, and supply chain shifts amid rising geopolitical risk.