Seeking Alpha

TSMC (TSM) is receiving follow-up orders from iPhone 5 (AAPL) suppliers thanks to...

TSMC (TSM) is receiving follow-up orders from iPhone 5 (AAPL) suppliers thanks to stronger-than-expected demand, Digitimes reports. With many expecting 50M or more iPhone 5 sales by year's end, monthly chip shipments are now expected to total 10M-15M from September to November. Among the iPhone 5 suppliers relying on TSMC: QCOM, BRCM, OVTI, CRUS.
Comments (6)
  • bjnflicks
    , contributor
    Comments (1970) | Send Message
     
    50 m units at least by Christmas, and people are selling Apple like it's worthless. Amazing. And they don't even realize the mini iPad could be almost as big a deal. So by January you could have 50 million new Apple customers around the world, and they are likely to stay that way for the rest of their lives, affluent customers with credit card who can buy things on line. One thing people forget is that in the developing countries very few people have credit cards, so cheap Android or other cheap smart phones usually sell to people with no ability to buy online, including downloads and aps. This is also Facebook's problem. But all Apple buyers will have credit cards as they are the top-line customers. I still see Apple over $800 by January and bought more today on this senseless sell-off.
    26 Sep 2012, 12:33 PM Reply Like
  • BIRDMAN?
    , contributor
    Comments (4) | Send Message
     
    I agree. What are people thinking? I am still waiting for my I Phone 5 and I intend to stay invested in Apple.
    27 Sep 2012, 09:09 AM Reply Like
  • Rudeger
    , contributor
    Comments (37) | Send Message
     
    I love these dips! I just keep adding.
    27 Sep 2012, 09:12 AM Reply Like
  • BIRDMAN?
    , contributor
    Comments (4) | Send Message
     
    I started with the I pad then craved the I phone 4s, then got Apple TV and now looking for the IPhone 5 and will have it in hand tomorrow. I can not imagine an electronics world with out Apple.
    27 Sep 2012, 09:19 AM Reply Like
  • nash46
    , contributor
    Comment (1) | Send Message
     
    Do not miss this opportunity to buy...Seize the moment!!
    27 Sep 2012, 10:00 AM Reply Like
  • Maria Auziliadora
    , contributor
    Comments (628) | Send Message
     
    AAPL up finally and SWKS the #1 vendor of the year of supplies should keep going up they are pretty much saying that they are going to beat earnings by saying they are going to report on the high-end
    27 Sep 2012, 03:18 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|