SemiAnalysis: How Apple made TSMC, and vice versa

"The juggernaut partnership has propelled both companies to new heights, put competitors in the dust, and fueled the chipmaking industry."

4 Comments

Apple investors: Mark your calendars for Jan. 29

3 months ago

Published January 8, 2026 by Philip Elmer-DeWitt

Apple investors: Mark your calendars for Jan. 29

From "FY 26 First Quarter Results" posted Tuesday by Apple Investor Relations.

3 Comments

Dell gets points for its nearly AI-free briefing at CES

3 months ago

Published January 8, 2026 by Philip Elmer-DeWitt

Dell gets points for its nearly AI-free briefing at CES

"It's not that Dell doesn't care about AI or AI PCs anymore, it's just that over the past year or so it's come to realise that the consumer doesn't."

6 Comments

Samsung may be losing money on every Galaxy Z TriFold it sells

3 months ago

Published January 8, 2026 by Philip Elmer-DeWitt

Samsung may be losing money on every Galaxy Z TriFold it sells

It’s also worth noting that the phone is actually sold for ~$3,260 in the UAE, so it’s possible that other countries might be subsidizing the lower price in Korea.

6 Comments

Premarket: Apple is red (and oversold)

3 months ago

Published January 8, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red (and oversold)

From CNBC's "Stock futures fall, with the Dow and S&P 500 set to pull back further from record highs" posted early Thursday.

11 Comments

Goldman Sachs unloads the Apple Card at a discount (updated)

3 months ago

Published January 7, 2026 by Philip Elmer-DeWitt

Goldman Sachs unloads the Apple Card at a discount (updated)

The discount in this deal reflects a high exposure to subprime borrowers and what has been a higher-than-industry-average delinquency rate, creating the potential for significant losses on the outstanding balances.