Apple warns of unprecedented storage chip cost surge hitting margins
Briefing by News4U · First published
Sina Finance reported that Apple expects 2026 fourth-quarter sales to rise 7% to 10%, above Wall Street forecasts, but warned that unprecedented storage chip price increases and higher AI-related costs will squeeze margins, with gross margin guided at 45-46%. Shares fell about 3% in after-hours trading. CEO John Ternus cited data-center demand driving chip shortages. Service revenue is projected to grow only 8-9%, below expectations. Third-quarter revenue reached $114.5 billion, with iPhone sales up 17% to $57.6 billion. [1]
Sources
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Sina Finance · · Full text