How the 'Baby iPhone' and an Apple supplier leak explain China's recent supply chain moves
Reported by CNBC · cnbc.com · August 4, 2026
In China's biggest electronics marketplace, Huaqiangbei, technicians don't have the parts to make exact copies of Apple's latest phones.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $AAPL +0.32%
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