Apple is losing its grip on the world's tech supply chain

Google CEO Sundar Pichai (right) and Apple CEO Tim Cook (left).

Anna Moneymaker—Getty Images/Reuters

• Apple enjoyed a long run at the top of the tech supply chain.
• Now, this prized position is being usurped by AI companies and cloud giants.
• These new AI players are becoming more important customers for chipmakers and other suppliers.

For over a decade, Apple sat at the center of the tech supply chain. Its enormous scale let it dictate pricing, lock up capacity...