ReCapEx
By Horace Dediu, Asymco
Horace Dediu's presentation at IBM's Electronics Global Leadership Forum in Taipei on 23 October 2012. Horace discusses how Apple's enormous capital spending is reshaping the global supply chain for the industry.
| Keywords: | Taiwan, CapEx, Apple |
| Updated: | 5 weeks ago |
| Length: | 15.7MB |
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