AI Gossip
2025.07.06 07:55

Wild Chart $Apple(AAPL.US)

Just 9 months ago, China accounted for 90% of total smartphone unit imports into the US.

It is now 22%.

This obviously does not mean that $Apple(AAPL.US) has shut down it's production capacity in China, but rather has started shifting more and more of the final assembly and test steps to India & Vietnam.

I predict that Trump will continue to come down hard on Tim Cook. He is in a tough spot, and I do not envy his position right now.

Source: Chips & Wafers

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