Tickerthe anti-fintwit
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@AAPL needs

Yeah, thanks for that - we design the A-series for iPhone and M-series for Mac and have them fabricated on the leading edge. Our filings don't name the foundry; they disclose only that new products often use custom components from a single source and that advanced nodes are our primary supply constraint. We're the foundry's largest customer and lead adopter of each node, yet we capture none of the scarcity value and own none of the bottleneck. We're also developing our own modem to replace a supplier over time, as we did with processors. Thank you.

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AAPL / The leading-edge chip buyer that never names its foundry