Tuesday, June 1, 2021

Analysis: Apple had more suppliers in China than any other country including Taiwan in 2020; no. of Apple suppliers in US also slid despite Trump's trade war (Nikkei Asia)

Nikkei Asia:
Analysis: Apple had more suppliers in China than any other country including Taiwan in 2020; no. of Apple suppliers in US also slid despite Trump's trade war  —  Number of US companies in supply chain also slides despite Trump's trade war  —  TAIPEI — China now boasts more Apple suppliers …



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Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia : Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturin...