Ray Wong predicts Apple will experience meaningful market impact from memory chip costs in the second half of 2026 rather than earlier quarters.
“Apple will be a great example here because they are saying, hey. Like, hey. We have all the price hike. Right? But we actually managed pretty well. They are saying the real sort of meaningful marketing impact will actually show up in the second half twenty twenty six instead of, like, the first quarter or second quarter.”
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disputableApple reports material revenue or margin impact attributable to memory chip costs in Q3 or Q4 2026 earnings.
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