More details are trickling out about Jony Ive and Sam Altman’s new AI device. In a post on Thursday, Apple analyst Ming-Chi Kuo says his research indicates that the device could be larger than ...

So says supply chain expert Ming-Chi Kuo. Back in April, I also spoke to several other supply chain experts who said the exact same thing. Here’s the gist: The U.S. simply does not have the ...