What TSMC's Earnings Say About iPhone Demand

The video discusses the performance and market expectations of TSMC, a key manufacturer for Apple. TSMC's earnings were slightly below expectations, raising questions about future iPhone demand. Despite this, TSMC continues to invest heavily in technology, showcasing confidence in their business model and market position.

What insights can be gained from TSMC's earnings report regarding the demand for the next iPhone?

What implications does a light forecast from TSMC have for the future of Apple's products?

What challenges does TSMC face in the competitive semiconductor industry?

In what ways has TSMC demonstrated its commitment to innovation over the years?

How does TSMC's capital investment compare to its revenues, and what does this indicate about the company's confidence?