Apple鈥檚 MacBook mostly dodged holiday weakness a few quarters ago, but shipments fell 40.5% compared to the first three months of 2022. This trend could continue throughout the year.
Adversarial relationship with China is bad for tech: Retaliation by Beijing shouldn鈥檛 surprise us as Biden eyes more tech sanctions and a US general starts preparing for war.
Constrained chip supply continues: The yearslong chip crisis isn鈥檛 getting any better, and some markets aren鈥檛 expecting relief until 2024. But dwindling consumer demand could lead to oversupply and stagnating innovation.
Elon Musk鈥檚 reign over Twitter stirs chaos and user losses in Asia-Pacific. The region is propping up Facebook user growth that is flagging in most of the world. And TikTok is looming large among marketers as its popularity skyrockets.
Taiwan is still the cradle of chip innovation: TSMC committed to its home country even as it broke ground in America, maintaining Taiwan鈥檚 dominance in chip production at a time of heightened geopolitical conflict.
US chip production accelerated by uncertainty in China: TSMC is fast-tracking plans to ramp up to 4-nanometer chips and will build an additional fab in Arizona. The tech gap between the US and China widens.