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Comment by geon

10 hours ago

If they plan to sell any volume, they can't rely on leftovers.

2 comments

geon

Reply

oarsinsync  9 hours ago

Unless the "leftovers" in question are "leverover capacity on the previous process node that doesn't have pricing competition, so Apple's able to continue to demand all of the supply at their desired price point"

tshaddox  9 hours ago

What counts as "meaningful volume" is probably very different for laptops than for smartphones.

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