X @郭明錤 (Ming-Chi Kuo)

Apple’s Q1 2026 earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective:Earnings call transcript:https://t.co/R2cjXyjBym1. Apple highlighted two major uncertainties in its hardware supply chain: advanced nodes and memory. The former is defined as a "supply constraint," while the latter is viewed as a "cost pressure."2. Apple’s comments aligns with my pre-earnings analysis (see quotation below): memory pricing has increased significantly, with supply guarante ...