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    • Apple Earnings, Supply Chain Speculation, China and Industrial Design

    By Stratechery by Ben Thompson February 4, 2026 · Edited February 5, 2026
    Apple's earnings could have been higher but the company couldn't get enough chips; then, once again a new design meant higher sales in China.

    Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.

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