📦 Supply Chains Start to Splinter
Apple is looking to add the iPad to its Indian manufacturing portfolio.
TSMC is committing to US manufacturing even more, “upping its US investment in Arizona from one $12B plant to $40B across two plants.” The chips will cost 50% more to manufacture, but Apple can afford it.
Japan and the Netherlands may be joining the US in banning the sale of equipment used in the manufacturing semiconductors (what I lovingly call “chips) to China. This would essentially close the door on getting this equipment into the country, for now.