Very true. But they have hedged that very well with long-term contracts, so they are effectively first in line for most of their needs. I would guess that this is still biting them on some components (they have so many in so many products), but they appear to be riding through this pretty well.

Well they certainly weren't going to be able to fabricate their own Intel chips, that's for sure! Baby steps, my friends.

(Not that it's in any way fair to call "design your own chip" a baby step haha.)

Indeed, but they control the supply chain risks to a much greater extent now.