Apple forecasts slower growth as AI build-out strains tech supply chains
Apple's growth forecast just fell victim to the AI buildout. Memory prices are about to get worse.

Why it matters
The AI compute buildout is reshaping supply chains and semiconductor economics at scale — practitioners budgeting capex and supply need to track this signal from a major consumer-tech buyer.
The key facts
5 to knowApple CEO Tim Cook forecasts slower growth tied to AI-driven memory price pressures
Memory prices expected to worsen further
Tim Cook stepping down as CEO
AI buildout straining tech supply chains globally
Published July 30, 2026
Go to the source
Financial Times Technologyft.com
Publisher excerpt: CEO Tim Cook says impact of memory prices is set to worsen as he steps down