---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000762031.md"
description: "Record chipmaker profits are great, but someone pays for it. When Apple + MSFT pass costs to consumers, eventually wallets close. AI hype can’t ignore basic demand math forever. If end-user demand cracks, the whole chip chain gets hit — from memory down to packaging. I’m watching for the first sign of order cuts."
datetime: "2026-06-26T04:24:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000762031.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000762031.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000762031.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# Record chipmaker profits are great, but someone pa…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
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- [603020.CN](https://longbridge.com/en/quote/603020.CN.md)

## Comments (1)

- **Show_down · 2026-06-26T07:12:44.000Z**: This is the right thing to watch, order cuts always show up before the headlines do.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**