Описание
Taiwan Semiconductor Manufacturing Company Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science Park, it is one of the world's largest non-US companies by market capitalisation. It holds a commanding majority in the semiconductor foundry market, accounting for approximately 70% of the global market share. As the leading dedicated contract chipmaker, it serves as the main supplier for Nvidia, Apple, Broadcom, and Qualcomm. The company has grown rapidly due to the artificial intelligence boom and its importance in the creation of advanced chips needed for AI. Its role as a supply chain bottleneck raises concerns that a disruption could cause another worldwide chip shortage.
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iPhone 18 Pro Pricing: Can Apple Protect Its Profit Margins?Статья Forbes анализирует стратегию ценообразования iPhone 18 Pro и потенциальное давление на маржу Apple из-за роста себестоимости компонентов, предполагая, что компания может переложить издержки на потребителя, но рискует спросом. Основной вывод: ключевой риск для прибыльности — баланс между повышением цен для сохранения маржи и сохранением конкурентоспособности в премиальном сегменте. Акции компании находятся в зоне неопределенности, так как успех стратегии будет зависеть от реальной эластичности спроса, а не от текущих прогнозов.