From a note to Chinese investors posted Wednesday by the bank's Asia technology team.
Read More J.P. Morgan pushes back on reports of Apple chip delays
Abu Dhabi-owned Globalfoundries has wrapped itself in the American flag.
Read More Apple named in politically charged Taiwan Semiconductor lawsuit
Apple and Huawei were the first to snap up TSMC's 7nm chips, which are ramping faster.
Read More Wells Fargo: TSMC news a 'qualitatively positive Apple data point'
Apple: No need to panic, says Mark Hibben
7 years ago
7 years agoThe media, according to one of Seeking Alpha's better contributors, has got chipmaker TSMC's guidance all wrong.
Do I detect a soupçon of "I told you so" in Aaron Rakers invocation of TSMC?
Read More Analyst: Apple sentiment swings from 'It doesn't matter' to 'How weak?'
Rare public remarks by the man who runs Tim Cook's supply chain.
Read More Apple COO Jeff Williams: We bet the company on TSMC
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