Both $HP Inc(HPQ)$ and $Dell Technologies Inc.(DELL)$ are already reporting chip shortages will hurt sales for the remainder of the year along with having to raise prices.
This may help Apple in regards to pricing equity. Tim Cook is making sure Apple has plenty of supply to meet decent demand. I would really enjoy hearing about a shortfall in sales of Windows desktops and laptops. This may be one of the best chances for Apple to gain even a little bit of market share. Apple's computers don't use standard RAM modules and Apple motherboards use less semiconductor components in general. It would be great if Apple could sell a couple of million more desktops and laptops combined to close out the year. I'm not saying anything is guaranteed but we'll know by the time the holiday season rolls around.
$Taiwan Semiconductor Manufacturing(TSM)$ stated Apple will be their top client and after that the auto makers will be a priority. There by will be plenty of fighting for components among all the Windows PC manufacturers and some are already feeling the pinch for back-to-school computer components. Apple needs to step up its marketing push. Apple Silicon has to gain traction before Intel and $AMD(AMD)$ catch up with their own ARM silicon. I hope six months will be enough time for Apple to get a solid lead. If you make day trade on Apple your crazy, be careful and don’t sell.
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