SK SKHNF Загрузка... : Бычьи и медвежьи мнения аналитиков

Dell's long-term agreements with memory partners suggest a tight supply environment, benefiting key suppliers as they navigate unprecedented demand.

Apple's gross margin guidance of 48%-49% for the March quarter is higher than expected, despite an anticipated negative impact from memory inflation. This is driven by mix and leverage, suggesting the company is not passing memory costs to consumers yet. — Apple's ability to hold gross margins steady while facing memory cost headwinds indicates it has not yet used the pricing lever, which could be a significant risk/reward factor for its supply chain partners and components market.