Apple’s price increases sparked a tech-sector selloff, sending Asian equities to a two-week low. ACCM research director Glenn Yin said investors are now questioning who will absorb higher costs rather than simply celebrating stronger semiconductor demand; if much of the cost is passed on to consumers, demand elasticity could become a constraint on AI-related profit growth.

2026-06-26

Apple’s price increases sparked a tech-sector selloff, sending Asian equities to a two-week low. ACCM research director Glenn Yin said investors are now questioning who will absorb higher costs rather than simply celebrating stronger semiconductor demand; if much of the cost is passed on to consumers, demand elasticity could become a constraint on AI-related profit growth.