Ways AAPL Will Beat Memory Shortages & ARM, TSM Importance to Apple

Supply chain bottlenecks and margin pressures are two key headwinds Ali Mogharabi sees for Apple (AAPL) that can hit what he considers strong demand for its products. A memory shortage making tech products more expensive adds to those uncertainties, though Ali believes Apple can pass rising costs onto the consumer. He points out opportunity for companies involved in Apple's massive tech ecosystem, including Arm (ARM) and TSMC (TSM).

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