On 1 September 2026, Apple’s longtime CEO Tim Cook will remain as executive chairman rather than retire, with management changing from Tim Cook to the new management team led by John Ternus. Under the new management, Apple is expected to announce its 2nm M6 chip and hold an event to announce the new iPhone, against a backdrop of advances in AI and on-device processing.
Tim Cook will remain on Apple’s board as executive chairman rather than retire, with management changing from Tim Cook to John Ternus, who has overseen hardware development. The biggest challenge for the new management will be how to expand the implementation of AI on devices. Apple has already announced its 2nm M6 chip and is upgrading its Neural Engine.
Apple also continues to strengthen its network of Japanese suppliers, having disclosed that it spent more than $100 billion on approximately 1,000 Japanese companies over the five years from 2018 to 2022.
This article reviews the latest results of 20 TSE-listed companies that may benefit from advances in next-generation hardware, based on their disclosed transactions and supplier relationships with Apple, and organizes them into 5 fields.
The article explains that the phrase “will be bought” in the title does not represent a stock price forecast, but refers to companies that could attract market attention.