Daiwa Is 'Positive' on Apple Shares, 'Cautious' on Intel, Analyst Says

The video discusses Apple's supply chain bottlenecks and their impact on revenue, highlighting the challenges faced by tech companies due to semiconductor shortages. It analyzes market reactions, stock ratings, and the strategic challenges faced by Intel in the foundry business. The discussion also covers the robust demand for tech products and the implications for future growth.

What was the revenue shortfall for Apple in the discussed quarter?

• 4 billion

• 7 billion

• 5 billion

• 6 billion

Why does the analyst maintain a positive view on Apple's shares?

• Due to Apple's new product launches

• Because of the 5G upgrade cycle and services

• Owing to Apple's strong marketing strategies

• Because of Apple's expansion into new markets

What caused the auto industry to face semiconductor shortages?

• New regulations on semiconductor usage

• Cutting orders during the pandemic

• Shift to renewable energy sources

• Increased demand for electric vehicles

What is the expected impact of the semiconductor shortage on the up cycle?

• It will reverse the up cycle

• It will shorten the up cycle

• It will elongate the up cycle

• It will have no impact

What is the main reason for the cautious stance on Intel?

• Its entry into the foundry business

• Its focus on renewable energy

• Its investment in new technologies

• Its expansion into new markets

How long is Intel's recovery in the foundry business expected to take?

• 3 years

• 2 years

• 1 year

• 4 years

What is the expected gross margin guidance for Intel?

• 51 to 53%

• 54 to 56%

• 60 to 62%

• 57 to 59%