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Episode 20: Apple's Silicon Strategy

The Circuit

00:00

The Cost of Semiconductors

Apple is not immune to the same price inflections that's happening at their part foundry partners or with wafers or whatever every everybody in semis is going up and then so Apple's not immune to that just because you know they they designed their own chips yeah. They lost a lot of revenue during the pandemic because they couldn't get enough supply on shelves when people wanted products yep.

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