A US order to TSMC to cut AI chip supplies to China over Huawei sanctions won't cause problems for Apple. However, Taiwan's prohibition of TSMC producing 2-nanometer chips elsewhere could make an impact.
TSMC has advised the U.S. that there was an attempt by Huawei to violate sanctions against China restricting the export of AI chips to China, as the probe that could affect Apple chip production rolls on.
A US Commerce Department investigation into a possible sanctions breach by TSMC could spell trouble for Apple, as its chip partner could face penalties that ultimately harm production of iPhone and Mac chips.
Apple continues to dominate the global mobile device market, now securing the top position in programmatic advertising share.
Analyst Ming-Chi Kuo says that Apple has cut its iPhone component orders by 15% year over year, as users in China increasingly prefer AI and foldable smartphones from Huawei.
After the second-best iPhone launch quarter Apple has ever had in China, new sales estimates claim that Apple also had the biggest quarterly drop it has ever had.
Apple is having a tough quarter in China, with new research claiming that Apple's iPhone sales are down 19.1% year-over-year.
The iPhone 15 has gained significant attention and demand in China, exceeding initial expectations and countering previous predictions of potential challenges for the company due to increased competition from Huawei and government restrictions on iPhone usage.
As smartphone markets all across the globe wither away, China saw only two manufacturers pick up any new growth so far in 2023 — and Apple is one of them.
China's Huawei registered a trademark for the name "Vision Pro" four years before the unveiling of the Apple Vision Pro — but it's not the first time Apple has had such naming issues.
The CEO of Chinese smartphone firm Xiaomi has announced an intention to compete "fully" with Apple's iPhone, and described it as "a war of life and death."
New research claims Apple has approximately 25% of the global 5G smartphone market, beating its rivals in both number of phones sold, and revenue.
Struggling Huawei intends to charge up to $2.50 per phone for use of its 5G patents in the next iPhone, future Samsung Galaxy, and more.
Huawei has announced the Mate X2, the third foldable device in the company's lineup and one that carries a completely new design compared to its predecessors — and a hefty price to boot.
US carriers and telecommunications companies receiving Universal Service funding are now required to remove all Huawei technology, by order of the federal government.
AMD on Tuesday announced that it has agreed to purchase long-time Apple supplier Xilinx, mainly known for making a type of reconfigurable chip, for $35 billion in stock.
Investment bank Cowen believes that a U.S.-caused decline in Huawei device shipments will bode well for Apple's iPhone in the global premium smartphone market.
Describing them as "untrusted Chinese apps," the US government says it wants WeChat, TikTok, and other unspecified services to be banned from all of the app stores in the US.
Apple has suffered a major drop in iPad sales in China for the last quarter, according to analysts, with local rival Huawei overtaking Apple as the biggest tablet brand in the country, despite an overall slump in tablet sales for the period.
Although China is threatening to take "countermeasures" against U.S. companies for blocking semiconductor shipments to Huawei, experts say it's unlikely Beijing will go after Apple.
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Malcolm Owen
Andrew Orr
William Gallagher
Amber Neely
Evan Selleck
Mike Peterson
