深潮TechFlow|Jun 26, 2026 05:22
Apple's price increase leads to a decline in Asian technology stocks, with concerns about the impact of rising storage chip prices on AI
According to TechFlow, on June 26th, after Apple raised its product prices, Asian technology stocks generally fell on Friday, according to data from Golden Ten. Investors are concerned that the continuously rising cost of components will suppress demand for terminal devices and ultimately drag down the storage chip market that has been supporting the AI investment boom. The market is reassessing whether the surge in storage prices will suppress overall spending by raising costs. The recent price increase by Apple indicates that the industry's pricing power may come at the expense of future demand, prompting the market to reassess the valuation of AI related semiconductor stocks. Charu Chanana, Chief Investment Strategist at Shengbao Financial, stated that the market no longer sees the rise in storage prices as an inevitable positive for AI trading, and the current strong storage chip boom cycle may slow down the entire AI trading in the future.
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