Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3

Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst Luke Lin identified two supply-chain signals: Apple is locking in capacity through aggressive long-term procurement, while Intel is taking the unusual step of converting 18A capacity back to the older Intel 3 node to chase urgent server CPU demand.