Memory shortages
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iPhone Sales Surge Again, Proving China Pessimists Wrong
Despite memory shortages, a lagged AI strategy, and tariff threats, Apple defied market expectations, particularly in China, with a 23% iPhone sales surge in early 2026. This success stems from strategic pricing, securing long-term memory contracts, and benefiting from supplier scale. Apple also enhanced its AI capabilities through a strategic partnership with Google. The company’s resilience against geopolitical challenges and its strong product ecosystem reinforce a robust investment outlook.
