Apple-linked suppliers traded unevenly across Asia: LG Innotek fell 4.6%, SK Hynix 3.5%, Samsung Electronics 3.3% and Largan Precision 4.2%, while Goertek gained 2.7% and Luxshare Precision 0.6%. Apple's September-quarter iPhone revenue rose 17.5% year on year to $57.6 billion on strong iPhone 18 Pro demand, but it forecast December-quarter gross margin of 45%-46%, down from 47.9%, as memory costs rise. Supplier results were mixed: LG Innotek's revenue rose 18.6% but operating profit fell 53.4% on currency swings, and Largan's gross margin hit a 13-year low of 42.21%. Samsung and SK Hynix fell despite record quarterly earnings on AI memory demand, possibly reflecting profit-taking after their previous-session rally.
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AAPLsupply chainsemiconductorsearnings
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 11/02/2026 | 338.32 |
| Change that session | -1.83% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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