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What Caught Our Eye This Week

Can Apple Untangle Itself from China?
The answer to the question above may be no, but Apple must begin moving more of its manufacturing and procurement activities out of China to avoid future supply chain snafus.

Uncoupling from China will be difficult. China’s transformation into the world’s second-largest economy and Apple’s giddy revival starting in the 1990s unfolded in parallel. China owes much of its stupendous economic growth over the last several decades to heavy outsourcing of Western manufacturing.

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What Caught Our Eye This Week

Intel CEO Says U.S. Technology Restrictions on China ‘Inevitable’
Intel CEO Patrick Gelsinger said China deserves export restrictions imposed by the Biden administration, including further curbs on the ability of Chinese chipmakers to gain access to leading-edge semiconductor and other advanced technology developed by U.S. companies and Western allies.

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