Even Apple Is Susceptible to Supply-Chain Bottlenecks
Apple Inc. has lost its supply-chain mojo, writes Bloomberg Gadfly’s Tim Culpan. Two major suppliers, Taiwan Semiconductor Manufacturing Co. and Hon Hai Precision Industry Co., posted weaker monthly sales numbers heading into October. Analysts and investors seem to believe this is all just one minor hiccup and things will be fine. But the delayed production, caused by multiple component bottlenecks, has shown a gap in Apple’s armor, says Culpan.