Tim Culpan’s Position | Revenue & Trends

The hottest Substack posts of Tim Culpan’s Position

And their main takeaways

TSMC is now making Apple's mobile processors in Arizona, marking a big shift for tech manufacturing in the U.S.
The A16 chip, which was first used in the iPhone 14 Pro, will be the first product produced at this new facility.
This move shows Apple and TSMC's commitment to making advanced chips domestically, which is a key part of the U.S. government's efforts to boost local tech production.

LCDs are becoming outdated as technology advances, and companies like Apple are moving away from them. This shift opens up new opportunities for chip manufacturers.
Major players in the semiconductor industry, such as TSMC and Micron, are buying old LCD factories to repurpose them for chip packaging. They aim to use larger glass panels instead of traditional silicon wafers for better efficiency.
As companies pivot from making displays to chips, the expertise from the LCD industry will still play a role in future technology, especially in the growing AI sector.

TSMC and Intel are two major players in the semiconductor industry. Their performance and strategies have crucial implications for technology.
Visual data can highlight important differences in the technical and financial health of these companies. Charts can make complex information easier to understand.
Recent reports show that Intel is facing significant challenges, while TSMC continues to lead in production and technology advancements. This could shape the future of the tech industry.

Apple is ahead of its competitors like Samsung and Xiaomi when it comes to making money from smartphone sales. Revenue is the key measure of success.
The smartphone market is starting to grow again, but Apple is still the leader despite some doubts from critics.
Apple's high market value shows that their business strategy is working well, even if the overall smartphone market isn’t expanding as rapidly as before.

Luxshare and Foxconn are both working on assembling iPhones, but Luxshare's recent orders don't seem to bring in much more money for the company. Their iPhone assembly success hasn't led to significant revenue growth.
Apple is a big client for both companies, but they are overly dependent on it. Luxshare's reliance on Apple for 75% of its revenue is worrying for investors, especially as Apple's overall sales have been slowing.
To succeed, Luxshare might need to expand into new areas like AI servers rather than just focusing on iPhones. However, they face challenges in doing this and need to be cautious about their future strategies.

Get a weekly roundup of the best Substack posts, by hacker news affinity:

The author recently left a long career at Bloomberg and started a Substack to stay connected with followers. They weren't expecting such a positive response with many signing up and offering financial support.
The author values their audience and will focus on Asia's technology scene moving forward. They want to keep their readers engaged with honest and critical insights.
The author is interested in feedback and has created a poll to understand what their audience wants. However, they hint they'll ultimately follow their own path regardless of the results.

Tim Culpan plans to share exclusive insights and updates through his Substack. You can expect valuable content even if there are only a few emails per month.
He hints that the subscription will likely be free for a long time, so it's low-risk for readers. Signing up won't hurt, and it can easily fit in with other newsletters.
All the posts and opinions shared here are personal and not connected to his work at Bloomberg. So, it's a space for his own thoughts.