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2,290 Posts
Margins are thin because supposedly the supply chain has become extremely expensive.
"Apparently AMD AIBs were running into difficulties getting air freight out of China. I was told that Apple has sucked up a huge allocation on that service with new iPhone shipments. And Apple swings a bigger stick than any AIBs, or AMD, or NVIDIA for that matter. Two AIBs told me they ran into shipping delays and had to pay premiums to move cards, as much as 3X cost to ship. So just another thing driving retail costs up."
"Apparently AMD AIBs were running into difficulties getting air freight out of China. I was told that Apple has sucked up a huge allocation on that service with new iPhone shipments. And Apple swings a bigger stick than any AIBs, or AMD, or NVIDIA for that matter. Two AIBs told me they ran into shipping delays and had to pay premiums to move cards, as much as 3X cost to ship. So just another thing driving retail costs up."