Supply-chain legend Tim Cook finally meets his match with Apple’s memory crunch
Reported by MarketWatch · marketwatch.com · July 31, 2026
Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $AAPL +0.32%
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