Tritonix.ai

News / Taiwan / economic_daily

Apple's Upcoming Foldable iPhone Boosts Outlook for TSMC and Foxconn

Electronic Technology · Semiconductors · economic_daily · 2026-09-08

2317, 2330

With Apple's fall event approaching, analysts are bullish on TSMC and Foxconn, citing the upcoming foldable iPhone Ultra and 2nm chip integration.

What Happened

Product Launch Anticipation: Apple's fall event on the 10th is set to unveil the company's first foldable smartphone, the iPhone Ultra, alongside the iPhone 18 Pro series. This launch marks a significant milestone under new CEO John Ternus, with expectations for enhanced performance.

Supply Chain Synergy: The iPhone 18 series will feature the A20 Pro chip, manufactured using TSMC's 2nm process, promising a 10-15% performance boost. Foxconn remains the primary assembly partner, reinforcing its critical role in Apple's hardware ecosystem.

Market Projections: Analysts forecast that Apple could capture a 24% share of the global foldable smartphone market by 2027. Strong sales projections for the iPhone 18 Pro series over the next two years are expected to drive significant revenue for key suppliers.

Analyst Sentiment: Institutional investors remain overwhelmingly positive on both TSMC and Foxconn. With high price targets set by major brokerages, the market is showing strong confidence in the potential of Apple's new product cycle to drive long-term growth.

Read original

More in Electronic Technology

U.S. Battery Supply Chain Efforts Face Steep Hurdles Against Chinese Dominance

Electronic Technology · cnbc · 2026-09-08

Despite new Department of Energy grants, analysts warn that U.S. efforts to reduce reliance on Chinese battery technology are hampered by insufficient funding and scale.

Nan Ya Plastics Sees Strong Q4 Outlook Driven by AI Demand and New Business Expansion

Electronic Technology · economic_daily · 2026-09-08

Nan Ya Plastics reports near-full capacity in electronic materials due to AI demand, while expanding into power engineering and medical devices for Q4 growth.

1303

Chienfu August Revenue Soars 73.6% Year-on-Year

Electronic Technology · cnyes · 2026-09-08

Chienfu (8383) reported an impressive August revenue of NT$512 million, achieving a 73.6% year-on-year growth and a 60.47% cumulative increase.

8383

Latest in Taiwan

Nan Ya Plastics Sees Strong Q4 Outlook Driven by AI Demand and New Business Expansion

Electronic Technology · economic_daily · 2026-09-08

Nan Ya Plastics reports near-full capacity in electronic materials due to AI demand, while expanding into power engineering and medical devices for Q4 growth.

1303

Lily Group Reports Steady 8-Month Revenue Growth, Focuses on Seasonal Peak and Health Ecosystem

Consumer Services · economic_daily · 2026-09-08

Lily Group maintains revenue growth through August, focusing on optimizing store performance and expanding its health and aesthetic medical business in China.

4137

Fuchang-KY August Revenue Surges 42% Year-on-Year

Miscellaneous · cnyes · 2026-09-08

Fuchang-KY (8411) reported a strong August revenue of NT$1.192 billion, marking a 42.41% year-on-year increase and a 21.44% month-on-month growth.

8411

Chienfu August Revenue Soars 73.6% Year-on-Year

Electronic Technology · cnyes · 2026-09-08

Chienfu (8383) reported an impressive August revenue of NT$512 million, achieving a 73.6% year-on-year growth and a 60.47% cumulative increase.

8383