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Wells Fargo: TSMC news a 'qualitatively positive Apple data point'7 years ago
Published October 18, 2018 by Philip Elmer-DeWitt

Wells Fargo: TSMC news a 'qualitatively positive Apple data point'

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'

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Apple: No need to panic, says Mark Hibbenpanic volatility eps8 years ago
Published April 28, 2018 by Philip Elmer-DeWitt

Apple: No need to panic, says Mark Hibben

The media, according to one of Seeking Alpha's better contributors, has got chipmaker TSMC's guidance all wrong.

Read More Apple: No need to panic, says Mark Hibben

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Analyst: Apple sentiment swings from 'It doesn't matter' to 'How weak?'wells fargo apple 3008 years ago
Published April 22, 2018 by Philip Elmer-DeWitt

Analyst: Apple sentiment swings from 'It doesn't matter' to 'How weak?'

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?'

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Apple COO Jeff Williams: We bet the company on TSMC8 years ago
Published October 23, 2017 by Philip Elmer-DeWitt

Apple COO Jeff Williams: We bet the company on TSMC

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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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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