Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

<ul><li>iPhone 16e starting at $599, positioned as entry level but not bare bones</li><li>Apple targeting customers who hold onto phones for a long time with best battery life in any iPhone</li><li>Modem C1 upgrade seen as key contributor to improved battery life, but was not highlighted in launch, raising questions about performance quality</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

iPhone 16e starting at $599, positioned as entry level but not bare bonesApple targeting customers who hold onto phones for a long time with best battery life in any iPhoneModem C1 upgrade seen as key contributor to improved battery life, but was not highlighted in launch, raising questions about performance qualityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China, sources familiar with the matter told Caixin.</li><li>The iPhone maker is intensifying its collaboration with Alibaba on AI large model technology, but it remains unclear whether Apple will work exclusively with a single company, according to three sources.</li><li>Apple and Alibaba haven’t replied to Caixin’s inquires.</li></ul>

Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China, sources familiar with the matter told Caixin.The iPhone maker is intensifying its collaboration with Alibaba on AI large model technology, but it remains unclear whether Apple will work exclusively with a single company, according to three sources.Apple and Alibaba haven’t replied to Caixin’s inquires.

Apple, Alibaba Join Forces to Bring AI to iPhones in China 

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Apple delivered a solid revenue forecast for the current quarter, reassuring investors after mixed holiday results that highlighted both strengths and challenges.</li><li>The company expects revenue growth in the low- to mid-single digits, aligning with analysts’ projections.</li><li>This guidance helped stabilize Apple’s stock after initial concerns about weaker-than-expected sales in China and a slight decline in iPhone revenue.</li></ul>

Apple delivered a solid revenue forecast for the current quarter, reassuring investors after mixed holiday results that highlighted both strengths and challenges.The company expects revenue growth in the low- to mid-single digits, aligning with analysts’ projections.This guidance helped stabilize Apple’s stock after initial concerns about weaker-than-expected sales in China and a slight decline in iPhone revenue.

Apple's Innovation Engine Is Stalling? AI Struggles, AR/VR Flops, and China’s Regulatory Crackdown!

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

<ul>
<li>Apple 1Q25 Results -- Overall Price-Supportive for Taiwan Supplier Share Prices When the Taiwan Market Re-Opens Monday</li>
<li>Why Zhen Ding Technology Holding (4958 TT) and Kinsus Interconnect Tech (3189 TT) Could Be in a Favorable Position Relative to Apple's AI Trajectory</li>
<li>Increasingly sophisticated Apple products require significantly more complex PCBs &amp; interconnect solutions, especially as advanced packaging has become a key enabler of high-performance computing.</li>
</ul>


Apple 1Q25 Results -- Overall Price-Supportive for Taiwan Supplier Share Prices When the Taiwan Market Re-Opens Monday
Why Zhen Ding Technology Holding (4958 TT) and Kinsus Interconnect Tech (3189 TT) Could Be in a Favorable Position Relative to Apple's AI Trajectory
Increasingly sophisticated Apple products require significantly more complex PCBs &amp; interconnect solutions, especially as advanced packaging has become a key enabler of high-performance computing.


Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open

<ul><li>Apple’s spectacular 2024 has positioned it as a behemoth in the technology sector, with its stock climbing 30% compared to the S&P 500’s 23% gain.</li><li>It closed the year at $250 per share, giving the company a valuation exceeding $3.8 trillion, just shy of the $4 trillion milestone—a feat no company has achieved.</li><li>This growth was driven by new product launches, including the revolutionary Apple Vision Pro, advancements in AI with Apple Intelligence, and record-breaking revenue of $94.9 billion for the September quarter.</li></ul>

Apple’s spectacular 2024 has positioned it as a behemoth in the technology sector, with its stock climbing 30% compared to the S&P 500’s 23% gain.It closed the year at $250 per share, giving the company a valuation exceeding $3.8 trillion, just shy of the $4 trillion milestone—a feat no company has achieved.This growth was driven by new product launches, including the revolutionary Apple Vision Pro, advancements in AI with Apple Intelligence, and record-breaking revenue of $94.9 billion for the September quarter.

Apple's $4 Trillion Milestone: What Challenges Lie Ahead in 2025?

United States

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

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Apple (AAPL US)

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Apple's focus on addressing key issues such as battery life and modem efficiency in their entry-level product, the iPhone 16e, to target price...

The Circuit

Apple, Alibaba Join Forces to Bring AI to iPhones in China

Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China,...

Caixin Global

Apple's Innovation Engine Is Stalling? AI Struggles, AR/VR Flops, and China’s Regulatory Crackdown!

Apple delivered a solid revenue forecast for the current quarter, reassuring investors after mixed holiday results that highlighted both strengths...

Baptista Research

Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open

Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...

Vincent Fernando, CFA

Apple's $4 Trillion Milestone: What Challenges Lie Ahead in 2025?

Apple’s spectacular 2024 has positioned it as a behemoth in the technology sector, with its stock climbing 30% compared to the S&P 500’s 23%...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Apple's focus on addressing key issues such as battery life and modem efficiency in their entry-level product, the iPhone 16e, to target price...

The Circuit

Apple, Alibaba Join Forces to Bring AI to iPhones in China

Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China,...

Caixin Global

Apple's Innovation Engine Is Stalling? AI Struggles, AR/VR Flops, and China’s Regulatory Crackdown!

Apple delivered a solid revenue forecast for the current quarter, reassuring investors after mixed holiday results that highlighted both strengths...

Baptista Research

Apple Supply Chain Monitor: Latest AAPL Results -- Taiwan Suppliers Well Placed for Monday Re-Open

​Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...

Vincent Fernando, CFA

Apple's $4 Trillion Milestone: What Challenges Lie Ahead in 2025?

Apple’s spectacular 2024 has positioned it as a behemoth in the technology sector, with its stock climbing 30% compared to the S&P 500’s 23%...

Baptista Research

Apple's strong 1Q25 results are expected to boost Taiwan supplier share prices when the market re-opens. Zhen Ding and Kinsus Interconnect could...