Apple's price increase triggers a sell-off in Asian technology stocks, and the market is concerned that the rise in storage chip prices will drag down AI demand According to Golden Finance, on June 26th, after Apple raised product prices, Asian technology stocks generally fell on Friday. 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 soaring storage prices driven by sustained strong demand for AI will begin to suppress overall spending by raising costs for electronic product manufacturers and consumers. The recent price increase by Apple is one of the clearest signals to date, indicating 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. The market no longer sees the rise in storage prices as an inevitable positive factor for the entire AI trading, "said Charu Chanana, Chief Investment Strategist at Shengbao Financial." This certainly proves that the demand for AI infrastructure remains strong, but at the same time, it also drives up the cost of building and using AI. The risk is that the current strong storage chip boom cycle may slow down the entire AI trading in the future. And the market has already started pricing it