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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple silicon was key to TSMC's November surgeapple silicon tsmc A163 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Apple silicon was key to TSMC's November surge

From Arjun Kharpal's "TSMC bucks broader chip slump with 50% revenue surge, helped by Apple iPhone orders" posted Friday on CNBC.

Read More Apple silicon was key to TSMC's November surge

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WSJ's Joanna Stern explains Apple end-to-end iCloud encryption (video)apple encryption joanna stern3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

WSJ's Joanna Stern explains Apple end-to-end iCloud encryption (video)

From "Apple’s Craig Federighi Explains New iPhone Security Features" posted Thursday.

Read More WSJ's Joanna Stern explains Apple end-to-end iCloud encryption (video)

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Evercore's Amit Daryanani: Apple iPhone lead times inching downwardapple evercore lead times inch worm3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Evercore's Amit Daryanani: Apple iPhone lead times inching downward

From a note to Evercore clients that landed on my desktop Friday.

Read More Evercore's Amit Daryanani: Apple iPhone lead times inching downward

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Why Morgan Stanley is bullish on Apple, despite what it said two days agoapple bullish trefis forbes3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Why Morgan Stanley is bullish on Apple, despite what it said two days ago

"While we acknowledge near-term supply disruptions remain a headwind to growth... we believe investors continue to under-appreciate the strength of Apple's ecosystem." -- Analyst Eric Woodring

Read More Why Morgan Stanley is bullish on Apple, despite what it said two days ago

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Apple's iPhone is marching across Southeast Asiaapple counterpoint vietnam domino3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Apple's iPhone is marching across Southeast Asia

"Apple’s shipments surged 139% YoY in Q3 2022 as more consumers in Vietnam bought premium smartphones." -- Counterpoint Research Three headlines from a Counterpoint note that…

Read More Apple's iPhone is marching across Southeast Asia

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WSJ: China changed its health policy to help Appleapple china health policy3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

WSJ: China changed its health policy to help Apple

From Keith Zhai and Yang Jie's "Letter From Apple Supplier Foxconn’s Founder Prodded China to Ease Zero-Covid Rules" in Friday's Wall Street Journal.

Read More WSJ: China changed its health policy to help Apple

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Premarket: Apple is greenapple premarket green 11-3-253 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuter's "Futures edge higher ahead of producer prices data" posted early Friday.

Read More Premarket: Apple is green

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Apple's new encryption regime: EFF delighted, FBI deeply concernedapple encryption eff fbi3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Apple's new encryption regime: EFF delighted, FBI deeply concerned

From Sami Fathi's "FBI Calls End-to-End Encryption 'Deeply Concerning' as Privacy Groups Hail Apple's Advanced Data Protection as a Victory for Users" posted Thursday on MacRumors.

Read More Apple's new encryption regime: EFF delighted, FBI deeply concerned

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Morgan Stanley sees no iPhone demand destruction, cuts estimates anywayapple morgan stanley microsoft app3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Morgan Stanley sees no iPhone demand destruction, cuts estimates anyway

"We might be taking an overly conservative approach" -- Analyst Eric Woodring

Read More Morgan Stanley sees no iPhone demand destruction, cuts estimates anyway

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Kudos for Apple from exec at Amazon Web Servicesapple kudos AWS Boosman3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Kudos for Apple from exec at Amazon Web Services

Posted Wednesday on Frank Boosman's Twitter account.

Read More Kudos for Apple from exec at Amazon Web Services

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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