Technology
Apple delivered double-digit revenue growth in Q3 FY2026, powered by iPhone and Services, but warned that escalating component costs and tariff headwinds may pressure margins ahead.
Key risk: Component Supply Constraints and Rising Costs
The company faces limited sources for critical components like advanced semiconductors, NAND, and DRAM, leading to supply shortages and significant pricing pressure. Demand for cloud computing and AI infrastructure further strains compute resource availability, threatening product delivery and margins.
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