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A shortage of Apple’s best-selling MacBook Air caused by memory chip shortages show the supply chain disruption in consumer electronics is just beginning, media report, adding Apple’s woes will ripple down its supply chain to hit partners like TSMC, Quanta, Foxconn. The story cites Bloomberg for the MacBook Air shortage news. $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US)
Source: Dan Nystedt
Below is Dolphin Research's recap of $Intel(INTC.US) FY26 Q2 earnings call Trans. I. Core results review. 1) Q2 results beat guidance across the board, marking a seventh straight beat.
Revenue was $16.1bn, $1.8bn above the midpoint of guidance. AI-driven businesses grew over 70% YoY and contributed ~70% of revenue, including record growth in the data center. Non-GAAP GPM was 41.8%, ~280bps above guide, helped by higher revenue and yield improvements...
Apple’s foldable iPhone is incredibly difficult to mass produce, and supply chain partner Foxconn is making final adjustments to the production process now, media report, adding the schedule remains unchanged for the device to debut at Apple’s September launch event. $Apple(AAPL.US) #Foxconn #iPhone
Source: Dan Nystedt
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: King Yuan Electronics Plans Up to $1.4 Billion U.S. Investment - $NVIDIA(NVDA.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐊𝐢𝐧𝐠 𝐘𝐮𝐚𝐧 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜𝐬 plans to invest up to 𝐔𝐒$𝟏.𝟒 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in the U.S.➤ Company supplies 𝐜𝐡𝐢𝐩 𝐭𝐞𝐬𝐭𝐢𝐧𝐠 services to 𝐍𝐯𝐢𝐝𝐢𝐚.➤ Investment will fund a new 𝐔.𝐒. 𝐟𝐚𝐜𝐢𝐥𝐢𝐭𝐲 to support growth.➤ Expansion aims to strengthen its 𝐠𝐥𝐨𝐛𝐚𝐥 𝐬𝐮𝐩𝐩𝐥𝐲 𝐜𝐡𝐚𝐢𝐧 position.➤ Company did not disclose the facility's 𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 or timeline.➤ Intended customers for the U.S. facility remain 𝐮𝐧𝐝𝐢𝐬𝐜𝐥𝐨𝐬𝐞𝐝.➤ Move follows broader 𝐓𝐚𝐢𝐰𝐚𝐧𝐞𝐬𝐞 semiconductor expansion into the U.S.➤ 𝐓𝐒𝐌𝐂's Arizona investment has accelerated industry localization.➤ 𝐅𝐨𝐱𝐜𝐨𝐧𝐧 and 𝐖𝐢𝐬𝐭𝐫𝐨𝐧 are building AI server capacity in Texas for NvidiaMitsubishi Motors joins robotics race to deploy humanoid workers by 2027.
Pairing with Highlanders, a Japanese robotics company.- Agility $Churchill Capital XI(CCXI.US) x Foxconn, Toyota- Apptronik x $Jabil(JBL.US), Mercedes- Highlanders x Mitsubishi- Figure × BMW- Boston Dynamics x Hyundai (subsidiaries)- Optimus x Tesla (Internal)- Rainbow Robotics x Samsung (subsidiaries)Idk if it's just me of there's a lot of patterns with humanoid companies playing buddy-buddy up with a major auto player/manufacturer. If they're not already vertically integrated by one already. Then the Chinese players like UBTech/AgiBot/Unitree don't seem to care and work with a wide variety of auto players in China. Curious how this trend plays out...Apple plans to debut the new iPhone 18-series in September, and 1st foldable iPhone in early 2027, media report, extending the busy season for Taiwan suppliers TSMC (chips), Foxconn (assembly), etc. Apple’s foldable iPhone, 11 million units expected for 2027, base ~US$2,000, top version ~$2,200, likely out in time to disrupt Samsung Galaxy S27 launch in February. Media cite recent comments by key suppliers Largan (lens), Shin Zu Shing (hinges) about a busier than normal end-2026 for a major new device launch to launch in early 2027. $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) #Foxconn #ShinZuShing
Source: Dan Nystedt
Pegatron, a Taiwan electronics assembly giant, said its AI server business will grow 10-fold in 2026, in a strong 2nd half 2026, media report, citing its Co-CEOs, and adding its new US factory has finished preparations and will ramp up production. More factory space will open and fresh workers hired – as much as a 3-4x increase – to enable Pegatron to hit the 10x target. The execs said the CPU shortage is more severe than memory, but Pegatron isn’t concerned about any parts/materials shortages because it started prepping at end-2025. (Note: Pegatron was late to AI servers compared rivals) $AMD(AMD.US) $Super Micro Computer(SMCI.US) #Pegatron #Foxconn #Wistron #Quanta
Source: Dan Nystedt
the Taiwan supply chain implications are massive: TSMC gets a demand floor, ASE, Foxconn, and the broader packaging ecosystem get multi-year visibility. NVDA is simultaneously deepening its vertical integration and reducing single-source concentration risk. it's a smart move at a geopolitically tense moment 🎯
The Monetary Authority of Singapore tightened the slope of the Singapore dollar's nominal effective exchange rate policy band on April 14 (the first rate hike in four years) and raised its 2026 inflation forecast to 1.5–2.5%; the government launched a support plan worth nearly S$1 billion.
This is the first time the Singapore government has responded to the impact of the Middle East conflict on Singapore's economic system.
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Well not surprising isn’t it that MAS did what it did. It was just the responsible thing to do with the impending uptick in inflation.
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