bearish
Tech Supply Chain Tracker (18-Feb-2025): Apple may assemble iPhones in Indonesia to comply with local rules.
SUMMARY
- Apple may move iPhone assembly to Indonesia to comply with local content rules and sales ban, shifting focus from Vietnam to India
- India's AI ambitions hindered by GPU shortages and high costs, while 5G market projected to grow significantly by 2025
- BYD reveals 'God's Eye' smart driving system with budget-friendly aims, as Micron set to challenge Samsung in HBM3E market
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