Apple company headlines, earnings, strategy, leadership, and market-moving business updates.
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Ming-Chi Kuo forecasts constrained early shipments for Apple’s long-rumored foldable iPhone, with limited quantities in the second half of 2026 and more availability later.
THE APEX TIMES
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The phased return lets eligible users add Visa and Mastercard credit and debit cards to pay for subscriptions and App Store purchases, reflecting ongoing adjustments to India’s evolving digital payments rules.
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Broadcom said it will expand its partnership with Apple to develop and supply custom chips for Apple products, extending the work out to 2031 and reinforcing a long-term outsourcing model for key silicon.
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After Apple raised Mac and iPad prices in late June and warned that memory shortages could persist, the market moved quickly to reassess how much the company can pass through component costs and how its cautious approach to AI investment could support margins.
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Rumors and analyst takes suggest Apple may face the same kind of launch friction that shadowed the iPhone X, including limited availability and possible timing setbacks.
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A leading Apple supply-chain analyst says the first foldable iPhone could arrive with limited early availability, potentially delaying broader sales and raising questions about how quickly demand can be met.
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Broadcom said it has expanded its long-running deal with Apple to develop and supply custom chips for years further into the decade, a move that helps protect sourcing for devices built around Apple-specific silicon.
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The expansion of Broadcom’s custom-chip partnership with Apple was cited as a relief for chip-market investors seeking more visibility into long-duration demand, as AMD and Intel also gained early in the session.
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Broadcom said it has agreed to new multiyear agreements with Apple to develop and supply custom ASIC silicon, extending the companies’ technology collaboration through 2031.
