Apple is losing its grip on the world's tech supply chain [Business Insider]
Apple Inc. (AAPL)
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Source: Business Insider
This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in Apple enjoyed a long run at the top of the tech supply chain. Now, this prized position is being usurped by AI companies and cloud giants. These new AI players are becoming more important customers for chipmakers and other suppliers. For over a decade, Apple sat at the center of the tech supply chain. Its enormous scale let it dictate pricing, lock up capacity, and steer the roadmaps of suppliers that made everything from chips and memory to substrates and packaging. That era is ending. "Apple is no longer the gravitational center of the hardware universe," said Brad Gastwirth, global head of research and market intelligence at Circular Technology, who tracks the industry's supply chain. "Apple still moves huge volumes and has unmatched brand strength. But the company is no longer the anchor client for fabs, substrate makers, or key compo
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