Sunday, May 1, 2022

Apple's Q2 warning that supply shortages could hurt sales by up to $8B is a sign of overdependence on China for final device assembly, testing, and packaging (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Apple's Q2 warning that supply shortages could hurt sales by up to $8B is a sign of overdependence on China for final device assembly, testing, and packaging  —  Apple products are primarily assembled in China, and that's brought headaches in recent years—including supply-chain woes in its latest quarter.



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