Saturday, September 20, 2025

Are We About To See A Super-Cycle? If So, Review Tim Cook’s American Manufacturing Company Supply Chain — September 20, 2025

Locator: 49165APPLE.

Updates

September 21, 2025: link here. Link here. Apple Silicon wiki here.


Original Post

 I don't know a shorthand way to capture the subject that interests me most right now.

Apple reportedly told at least two suppliers to boost their daily output of the standard iPhone 17 model by at least 30% - credible source. Activity at Manhattan's Apple store today certainly suggests this may be accurate. We may see reports Monday morning that Tim Cook missed this iPhone 17 demand as did almost all Apple analysts. This is fascinating.

Link here.

Link here

Apple this week asked Luxshare Precision, one of its two main iPhone assemblers in China, alongside Foxconn, to boost daily output of the standard iPhone 17 by about 40%.