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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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)
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An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)
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Amid government scrutiny over its various trade practices, the firm has been able to hold on to a set of consumers looking for cheaper goods...
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