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Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory as suppliers gain leverage over Apple (Wall Street Journal) from Techmeme RSS feed.
Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory as suppliers gain leverage over Apple (Wall Street Journal)
Wall Street Journal:
Apple, long dominant in the electronics supply chain, is starting to be outbid by AI companies for components like memory as suppliers gain leverage over Apple — Parts for iPhones to cost more owing to surging demand from AI companies — Apple has dominated the electronics supply chain for years.