$Taiwan Semiconductor Manufacturing(TSM)$
As for Apple, the iPhone 16 series will be launched as early as September this year. It is expected to be the first iPhone with AI function, which may lead to a new wave of phone replacement.
The market expects that the stock of new iPhone 16 series phones this year is expected to increase by 5% year-on-year to 92 million to 95 million units. TSMC is the exclusive supplier of A series processors for the new phones, and related orders will become the largest outlet for the 3nm family. ………… The top logic of the domestic consumer electronics Apple chain comes from whether TSMC's N3e process A18 chip will be installed on iPhone16 for the first time and sell well.
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