Apple Stock News: Nvidia Overtakes Apple
Apple Stock News: In 2026, Nvidia became Taiwan Semiconductor Manufacturing Company’s (TSMC) largest client, pushing aside Apple. According to analyst estimates, revenue from Nvidia orders reached approximately $33 billion, accounting for nearly 22% of TSMC’s total income, while revenue from Apple was around $27 billion (18%). The main reason for this shift is the increasing demand for artificial intelligence chips produced by Nvidia, which are more expensive and complicated to manufacture than Apple’s A and M series processors. This change will affect TSMC’s development strategy, prioritizing the needs of clients in the field of artificial intelligence, including Nvidia.
Teleconverter
Chinese insider Smart Pikachu reported that the new variable-aperture camera system for the iPhone 18 Pro models has reached the engineering sample stage. It is anticipated that such a camera will enhance exposure control, especially when shooting videos. Previously, analysts mentioned Apple’s intentions to implement this technology in new iPhone models, although it’s currently uncertain whether this feature will make it to mass production. Additionally, there is mention of evaluating the possibility of introducing a teleconverter, though implementation details remain unknown. Despite past leaks being accurate, the credibility of information regarding Apple products from this source raises some concerns.
Keeping Starting Price
According to analyst Ming-Chi Kuo, the shortage of DRAM memory in 2026 will affect smartphone makers, including Apple, forcing them to pay more for components. However, Apple intends to keep the prices of the iPhone 18 stable despite the increase in memory costs. Memory prices are projected to rise again in Q2 2026, similarly to what happened in Q1. Initial estimates indicate a price increase of 10-25% compared to the previous year. Higher memory costs will negatively impact product margins, but Apple should be able to secure favorable deals to ensure supply and partially offset additional expenses. The company successfully maintained stable prices before, even when component costs rose. There are also concerns about potential shortages of other components due to the priority given by chipmakers to producing advanced solutions for AI servers rather than smartphone memory.
