{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20260802_ai-datacenter-iphone-supply-chain","canonical_url":"https://www.tech42.co.kr/ai-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-%eb%b6%90%ec%9d%b4-%ec%95%84%ec%9d%b4%ed%8f%b0-%ea%b3%b5%ea%b8%89%eb%a7%9d-%ed%9d%94%eb%93%a4%ec%97%88%eb%8b%a4%ec%95%a0%ed%94%8c-%ec%8b%9c/?utm_source=rss&utm_medium=rss&utm_campaign=ai-%25eb%258d%25b0%25ec%259d%25b4%25ed%2584%25b0%25ec%2584%25bc%25ed%2584%25b0-%25eb%25b6%2590%25ec%259d%25b4-%25ec%2595%2584%25ec%259d%25b4%25ed%258f%25b0-%25ea%25b3%25b5%25ea%25b8%2589%25eb%25a7%259d-%25ed%259d%2594%25eb%2593%25a4%25ec%2597%2588%25eb%258b%25a4%25ec%2595%25a0%25ed%2594%258c-%25ec%258b%259c","ai_url":null,"publisher":{"name":"테크42","domain":"www.tech42.co.kr","type":"online"},"author":"황정호 기자","published_at":"2026-08-02T23:59:39.000Z","updated_at":null,"language":"en","article_type":"analysis","originality":"self_produced"},"content":{"headline":"AI Data Center Boom Shakes iPhone Supply Chain…‘Supply Chain Paradox’ Knocks Apple Off Top Spot in Market Cap","summary":"Apple posted record quarterly earnings, but its stock plunged amid concerns over semiconductor supply chain pressure from AI data center demand and future growth slowdown, ceding the top spot in market capitalization to Nvidia. Apple has reduced direct investment in AI infrastructure, but is paying the price through rising indirect supply chain costs and production constraints.","topics":["semiconductors","AI","supply chain","market capitalization","Apple","Nvidia"],"geography":["KR","US"],"entities":[{"name":"Apple","canonical_id":"corp:us:apple","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"AAPL","parent":null}},{"name":"Nvidia","canonical_id":"corp:us:nvidia","type":"company","role_in_article":"mentioned","metadata":{"ticker":"NVDA","parent":null}},{"name":"Tim 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revenue increased 12.1 percent to $30.74 billion but fell short of the market expectation of $31.22 billion","as_of":"2026-Q3","as_of_explicit":true,"as_of_raw":"fiscal 2026 third quarter","source_type":"company_disclosure","comparison":"market_estimate","type":"fact","figures":{"value":3074000000,"unit":"USD","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c10","statement":"Apple expects September quarter revenue to grow 9 to 11 percent year-over-year","as_of":"2026-Q4","as_of_explicit":true,"as_of_raw":"September quarter","source_type":"company_plan","comparison":"previous_year_same_period","type":"estimate","figures":{"value":10,"unit":"%","approximate":true,"converted":null},"expiry_hint":"2026-12","insight":null},{"id":"c11","statement":"The September quarter revenue growth forecast of 9 to 11 percent is lower than the market expectation of about 12 percent","as_of":"2026-Q4","as_of_explicit":true,"as_of_raw":"September 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(이미지AI로 생성)","source":"first_img","alt_status":"auto"}},"provenance":{"source_chain":["primary_reporting"],"original_source_url":null,"related_articles":[]},"temporal":{"freshness":"recent","next_update_expected":"2026-10"},"access":{"license":"neupai_standard","attribution_required":true,"structured_data":"free","full_text_available":false,"full_text_access":null}}