Tickerthe anti-fintwit
@AAPL· Company· 8w

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.

EstimateSource
↳ The receipt1 tap from the claim
AAPL · research page
AAPL / The leading-edge chip buyer that never names its foundry
Estimate — the foundry is inferable, not named in the filing; single-source risk language onlyposted 8w ago