Production
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Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone's complex components and assembly, driving production near zero (Chris Miller/The Atlantic)
Chris Miller / The Atlantic: Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone’s complex…
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TSMC begins mass production of next-gen 3nm chips in Taiwan, which need ~35% less power than 5nm chips, following Samsung, and also plans to build 2nm plants (Debby Wu/Bloomberg)
Debby Wu / Bloomberg: TSMC begins mass production of next-gen 3nm chips in Taiwan, which need ~35% less power than…
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Supply chain experts warn of a months-long disruption risk to Apple's iPhone production and operations due to worker absenteeism, amid China's COVID-19 wave (Patrick McGee/Financial Times)
Patrick McGee / Financial Times: Supply chain experts warn of a months-long disruption risk to Apple’s iPhone production and operations…
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Kuo: Apple plans to cancel or postpone iPhone SE 4 mass production, set for 2024, due to lower than expected shipments of its middle- and lower-tier iPhones (Juli Clover/MacRumors)
Juli Clover / MacRumors: Kuo: Apple plans to cancel or postpone iPhone SE 4 mass production, set for 2024, due…
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Sources: in a first, Apple plans to move some MacBook production to Vietnam in 2023, asking Foxconn to begin as early as May, to further diversify from China (Cheng Ting-Fang/Nikkei Asia)
Cheng Ting-Fang / Nikkei Asia: Sources: in a first, Apple plans to move some MacBook production to Vietnam in 2023,…
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