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![Mojo_flyin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::57623453.png) Mojo [@Mojo_flyin](/creator/twitter/Mojo_flyin) on x 3330 followers
Created: 2025-07-23 19:30:42 UTC

@Silicon_Fly @diamondrapids @rwang07 @SemiAnalysis_ The 30k/wafer rumor started almost a year ago. If it is correct it is an astronomical number. It will wipe billions off $AAPL iPhone margins unless Apple can pass that pricing on to its customers. Considering current iPhone trajectory & share loss in China I don't see how


XXX engagements

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**Related Topics**
[china](/topic/china)
[iphone](/topic/iphone)
[billions](/topic/billions)
[$aapl](/topic/$aapl)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Mojo_flyin/status/1948103496240414892)