WS #13635
2027 memory capacity sold out across Samsung, SK Hynix, Micron; long-term agreements lock in supply for AI companies, bullish for memory makers but bearish for Apple's supply chain. Meta's $567M judgment in New Mexico is a negative headline but manageable relative to cash flow; stock rose 1.2% despite ruling. Apple reportedly launching three new 'Ultra' products (iPhone, AirPods, MacBook) between late 2026 and early 2027, potential positive catalyst for AAPL.
Memory shortage escalation
2027 memory capacity sold out across Samsung, SK Hynix, Micron; long-term agreements lock in supply for AI companies, bullish for memory makers but bearish for Apple's supply chain.
Meta's $567M judgment in New Mexico is a negative headline but manageable relative to cash flow; stock rose 1.2% despite ruling.
Apple reportedly launching three new 'Ultra' products (iPhone, AirPods, MacBook) between late 2026 and early 2027, potential positive catalyst for AAPL.