Monday, March 28, 2022

Apple heavily relies on China for manufacturing, but its plan to invest $430B in the US over five years is a promising sign of ramped up diversification (Gene Munster/Loup)

Gene Munster / Loup:
Apple heavily relies on China for manufacturing, but its plan to invest $430B in the US over five years is a promising sign of ramped up diversification  —  The global supply chain will likely change rapidly over the next decade, shifting away from China.  Apple saw it coming in 2018 …



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...