Shyon
08-04 10:37

I believe $Apple(AAPL)$ results show that demand isn't the problem—supply is. AI is driving massive investment in advanced chips, memory, and packaging, and it's becoming clear that these resources can't expand overnight. As more capacity is allocated to AI infrastructure, consumer devices could face tighter supply and higher costs.

I'm not overly worried about Apple in the long run. Its strong pricing power, supplier relationships & cash flow give it clear advantages over most competitors. I think Apple is better positioned than smaller hardware companies to secure supply, even if margins face some short-term pressure.

I'll be watching TSMC's capacity expansion, memory pricing, and whether other consumer-tech companies report similar shortages. If the issue spreads across the industry, it would confirm that AI is reshaping the semiconductor supply chain—not just for data centers, but for consumer electronics as well.

@WallStreet_Tiger @TigerStars @Tiger_comments @TigerClub

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