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geonyesterday at 2:37 PM2 repliesview on HN

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


Replies

oarsinsyncyesterday at 3:21 PM

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"

tshaddoxyesterday at 3:27 PM

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