Apple's products enjoy a halo effect, driving up demand. But their chips don't because the new M2 competes against their own existing products. I expect Apple

Apple's products enjoy a halo effect, driving up demand. But their chips don't because the new M2 competes against their own existing products. I expect Apple will make some more concessions to repairability in order to maximize their ROI after buying out TSMC's leading edge node.