Japan's Rapidus in talks with Apple, Google to mass-produce chips, Nikkei reports
1. Rapidus is negotiating to supply advanced chips to Apple and others by 2027.
FAQ
Why Bullish?
Increased supply chain stability for AAPL through local chip production can enhance long-term margins, similar to past gains from strategic partnerships with suppliers like TSMC.
How important is it?
The potential for Apple to diversify its chip supply chain could significantly reduce dependency on current suppliers, increasing resilience against semiconductor shortages.
Why Long Term?
As Apple focuses on in-house chip production, relationships with suppliers like Rapidus could lead to sustainable competitive advantages over time, echoing how earlier chip investments have boosted performance.