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home / news releases / TSM - Apple smartphone component suppliers could see AI boosting China demand: Bernstein

TSM - Apple smartphone component suppliers could see AI boosting China demand: Bernstein

Taiwan Semiconductor Manufacturing Company Ltd.

2024-05-14 09:39:54 ET

"We note that Apple guided for above seasonal growth for its June quarter, and stated that global channel inventories were at historical levels," said Bernstein's Mark Li and others in a note. "Inventory build for Android was more modest and MediaTek ( OTCPK:MDTTF ) & Qualcomm ( NASDAQ: QCOM ) both guiding a dip in June quarter suggested it will be digested in 2Q24."

For further details see:

Apple, smartphone component suppliers, could see AI boosting China demand: Bernstein
Stock Information
Company Name: Taiwan Semiconductor Manufacturing Company Ltd.
Stock Symbol: TSM
Market: NYSE
Website: tsmc.com
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