Apple is Screwed If China Invades Taiwan

In this video, we explore the potential impact of a military conflict between China and Taiwan on the tech giant Apple. We’ll cover the vulnerability of Apple's supply chain, particularly its dependence on Taiwan for advanced semiconductors. With China's growing interest in recapturing Taiwan under its rule, the possibility of an invasion looms large. We analyze the potential ramifications for Apple's annual upgrade cycles and whether customers would be willing to pay for an iPhone with unchanged or slower chips.

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