• Twitter is enforcing its long-standing API rules, resulting in the shutdown of 3rd-party apps.
• Twitter revenue is reportedly down 40% year-over-year, and the company’s first interest payment is due at the end of the month.
• Microsoft is adding OpenAI’s viral AI bot ChatGPT to its Azure service, as part of its existing agreement with OpenAI.
• The Financial Times has a two-part series about Apple and China, discussing how Apple has been sending its top product designers and manufacturing design engineers to China, and how Apple is attempting to diversify its supply chain internationally while forging closer ties with mainland Chinese companies.
• India is not yet a viable alternative to China for Apple’s supply chain, as most operations are Final Assembly, Test and Pack (FATP) with components largely flown in from China.
• Taiwanese companies such as Pegatron and Foxconn are moving to India to assemble Apple products, but their suppliers are not.
• There is no existing supply chain in India, so they must import components from China.
• Some Chinese companies have been cleared to operate in India for Apple’s sake, potentially playing the same role as Taiwanese suppliers in China.
Published January 18, 2023
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