Taiwan newspapers are full of Apple stories as #AppleEvent looms (9/14 Tuesday) with expected #iPhone13 launch.
Thread #Apple 1/5
#Apple 2/5
Taiwan contract iPhone assembly firms Foxconn (Hon Hai) and Pegatron are working overtime to meet demand, media report, with Foxconn said to have hired more than 100,000 additional workers in Zhengzhou to meet production needs. $AAPL
#Apple 3/5
Foxconn (Hon Hai) is expected to remain the biggest iPhone assembler at 65%-70%, compared to Pegatron at 25%, mainly iPhone 13 and #iPhone13 mini, Taiwan media report, adding China's LuxShare Precision will assemble around 5% of iPhones this year.
#Apple 4/5
Foxconn and Pegatron are expected to see September monthly and 4th quarter sales rise 20-30% versus the 3rd quarter, Taiwan media report, making them the main beneficiaries of the new iPhone launch. TSMC, Largan, Genius Optical, others to also benefit. #iPhone13 $TSM
#Apple 5/5
Apple is already developing new iPhones, Apple Watches and other wearables, Taiwan media report, citing supply chain sources, with new products including foldable iPhones and Apple Glass. #iPhone13
In related news, Taiwan media are upbeat about Facebook's new Ray Ban Smart glasses as well.

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More from @dnystedt

12 Sep
Tech Industry Analysis:

Legendary investor Stan Druckenmiller tells a story of turning in his first report as a young analyst, very proud of his fundamental research, charts and analysis.

“This is useless,” said his boss. “What makes the stock go up and down?”

Thread 1/14
2/14 Benton Rules

That simple question made him change his entire approach:

“Thereafter, I focused my analysis on seeking to identify the factors that were strongly correlated to the stock’s price movement as opposed to looking at all the fundamentals.”
3/14 Benton Rules

In that spirit, here are the Rules for Technology Stocks set down by Dan Benton, when he was a top ranked PC analyst at Goldman Sachs (1988 – 1993). Much of it remains valid today.
Read 16 tweets
5 Sep

Notes from IDC #semiconductor market briefing by VP Mario Morales, head of semiconductors (30-year veteran) 9/2/2021 on Zoom.

Great presentation.

#IDC 1/16
#IDC 2/16

IDC forecasts the 2021 #semiconductor market will grow 17.3% to US$545.0 billion led by phones, laptops, servers, automotive, smarthome, gaming, wearables and Wi-Fi, with increased memory prices.

The market will grow 4% in 2022 and 0.3% in 2023 to $568.4 bln.
#IDC 3/16

Without shortages, #semiconductor market growth would have been over 20% this year, with the bullish case close to 25%.
Read 16 tweets
16 Jul
TSMC thread 1/? - several non-financial notes of interest from TSMC's earnings call yesterday: $TSM #semiconductor
#2 TSMC in Japan $TSM
TSMC is doing due diligence now for a specialty technology wafer fab in Japan. No final decision yet.
Over 20 companies have joined the advanced chip packaging technology R&D initiative led by TSMC. The project is aimed at HPC (high performance computing).
#3 TSMC Arizona $TSM
TSMC expects 5nm production at the #Arizona fab to begin in the 1st quarter of 2024, but TSMC hopes it will start earlier. AND
“We do not rule out the possibility of a 2nd phase of expansion to meet our customers’ strong demand,” Chairman Mark Liu.
Read 11 tweets

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