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Even though the memory price increase is a small matter,
but when cost control fails—failing to the point that they have to raise prices—
this is, for Apple,
absolutely a disaster.
I admit Apple’s advantages in M-series processors and the iOS ecosystem.
But once cost control fails,
it means that the supply chain control Tim Cook built over 10 years
is completely gone.
Will the new CEO become the gravedigger who sends Apple’s supply chain to the guillotine?
Let’s wait and see.