AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Published: 6 days ago (February 2, 2026 at 12:22 PM EST)

1 min read

Source: Tom’s Hardware

Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.

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