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geon
2mo ago
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If they plan to sell any volume, they can't rely on leftovers.
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oarsinsync
2mo 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
2mo ago
What counts as "meaningful volume" is probably very different for laptops than for smartphones.
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