00:03Apple's May earnings call brought good news for the company, with hefty demand for both
00:08the iPhone 17 series and laptops like the Mac Mini and MacBook Neo. But chip shortages mean
00:14product shortages. Supply constraints have held back iPhone sales and there could be
00:18months of backlog for the Mac Mini. And Apple's chief supplier, Taiwan's chip giant TSMC,
00:27has a lot on its plate, with strong demand from other big clients like Nvidia, meaning
00:31productions type. And so Bloomberg's reporting that Apple is starting to look elsewhere for
00:36backup suppliers. Executives have talked with Intel and they visited a Texas plant Samsung is
00:42developing just as the Korean conglomerate reaches a trillion U.S. dollar market valuation amid surging
00:48demand. But it's early days and there are not yet any orders. Meanwhile, analysts in Taiwan don't
00:56see serious competition on the horizon for TSMC.
00:59Tai Chi Dien, because it's a stable credit card, and a large-scale development
01:04cover, it's still difficult to do. So unless Apple is in charge of it, it may cause
01:12extreme fear. But TSMC Chair C.C. Wei himself has said production capacity is still lacking, meaning
01:22the Apple product shortage will likely continue in the short term. Dolphin Chen, John Van Trieste
01:28and Bryn Thomas for Taiwan Plus.
01:30And Bryn Thomas for Taiwan Plus.
01:33Hey, thank you for its support.
01:33Welcome to
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