Search Results: SupplyChainShift

While Apple pushes to diversify production out of China, Chinese companies are securing a larger stake in high-value components like memory chips and camera lenses, revealing a deepening entanglement in global tech manufacturing. This shift underscores the complexities of decoupling and highlights how China's industrial strategy is reshaping supply chain dynamics worldwide.

India has overtaken China for the first time as the leading source of US smartphone imports, capturing 44% market share in Q2—a dramatic surge fueled by Apple's strategic pivot and escalating tariffs. This shift highlights a broader realignment in global tech manufacturing, even as Meta's earnings reveal how AI is transforming advertising without displacing agencies.