Daiwa Is 'Positive' on Apple Shares, 'Cautious' on Intel, Analyst Says

The video discusses Apple's supply chain bottlenecks and their impact on revenue, highlighting the challenges faced by tech companies due to semiconductor shortages. It analyzes market reactions, stock ratings, and the strategic challenges faced by Intel in the foundry business. The discussion also covers the robust demand for tech products and the implications for future growth.

What are the expected timelines for recovery in the semiconductor supply chain as discussed?

How does the speaker perceive the impact of the supply chain issues on tech companies compared to non-tech companies?

What challenges does Intel face in the foundry business according to the discussion?