Apple's memory cost absorption is a bullish signal for SK Hynix.
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The creator analyzes Apple's recent product launch, specifically the new foldable iPhone, and its potential...
Sep 9, 2026
The creator analyzes Apple's recent product launch, specifically the new foldable iPhone, and its potential impact on the company's margins and stock performance. He also highlights the broader implications for memory chip manufacturers like Micron and SK Hynix.
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Apple's decision to absorb memory costs is a bullish signal for memory chip manufacturers like Micron.
Apple's new product launch is a 'watch, not a chase' scenario, with the stock's performance dependent on maintaining its current run through the upcoming Fed meeting.
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