The limiting factor, according to a deep dive in Saturday's Wall Street Journal, is the capability and the manpower to do "NPI."
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"The time for moderating the pace of rate increases may come as soon as the December meeting. -- Fed chairman Jerome Powell
From Josh Horowitz' "Analysis: Apple supply chain data shows receding exposure to China as risks mount" posted Wednesday by Reuters.
Read More In 5 years, Apple's supply chain fell from 44% Chinese to 36%
From "China shutdowns are not a concern for Apple's Tim Cook" which aired on CNBC Monday morning.
"China might surpass the US economy in absolute size, but it would be stuck with much lower income levels."
Read More China risks getting squeezed out of top-end manufacturing for Apple
From "Battle of iPhone City shows Xi is losing the Covid war" ($) posted by the Sunday Times.
The soundbites I've seen. More as they come in.
Read More Apple's fraught Black Friday: What the talking heads are saying
"China production woes the albatross on the Apple story."
Read More Daniel Ives: Black Friday Store Checks Show Major iPhone Shortages
Foxconn blames "technical error" on the broken promises that triggered riots at the world's largest iPhone factory.
Read More Apple observers onsite in Zhengzhou as Foxconn pays off angry workers
Despite his estimated 5% cut in iPhone 14 supplies, Ives is sticking with his Street-high $200 price target.
Read More Daniel Ives: Apple facing 'major shortage' of iPhones this Christmas
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