Barron's Talks Chips -- August 19, 2023

Locator: 45418TECH.

Observations. Not recommendations.

From Barron's.

A huge thank you to a reader that alerted me to these chip companies many, many months ago.

Nvidia: Also, link here:

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Apple iPhone Sales

Investopedia.

Apple might have some new bragging rights this next quarter.

Link here. And this is in Investopedia! 

Everything suggests that Tim Cook knew that 2023 would be a "transition year."

• China --> India
• A16 --> A17 (link here)
• M1 --> M3
• best iPhone ever --> just got better
• 13-inch MacBook Air --> 15-inch MacBook Air
  
• whatever computing --> spatial computing

Just getting started.

I used to think that Apple was always late -- announcing new hardware in September, after college students had already bought their "back-to-college" stuff.

Nope, now I get it. Best timing. New hardware announcements in September.