iphone 17 launch: will apple's supply chain finally recover?
Taipei, Sunday, 7 September 2025.
apple’s iphone 17 launch is expected to significantly boost the tech supply chain. tsmc and hon hai earnings calls are scheduled amidst investor concerns about us cpi inflation and its impact on federal reserve policy. the iphone 17 ‘air’ model will replace the ‘plus’, incorporating pro features like a 120 hz promotion screen and camera control buttons. the iphone 17 success relies on tsmc meeting production demands.
tsmc’s crucial role in iphone 17 production
Taiwan Semiconductor Manufacturing Company (TSMC) is pivotal in apple’s iphone 17 production, manufacturing the a-series chips [1]. An industry expert notes that the iphone 17’s success depends on tsmc’s capacity to meet production demands [1]. Tsmc, along with hon hai, will hold investor conferences in september, closely watched by investors [1]. These conferences provide insights into tsmc’s performance and outlook, essential for gauging investor sentiment in the semiconductor industry [1]. The upcoming earnings calls are part of taiwan’s september earnings conference week [1].
impact of us policies and inflation on tsmc
Investors are closely monitoring us cpi inflation data and its potential influence on federal reserve policy [1]. These macroeconomic factors can significantly impact tsmc’s stock [1]. The us will announce the august producer price index (ppi) on september 10 and the consumer price index (cpi) on september 11 [1]. The us government’s decision to revoke tsmc’s南京 plant’s exemption also raises concerns about global supply chain shifts [4]. This policy change introduces uncertainty, affecting tsmc’s strategic operations and investor confidence [4].
ai demand and apple’s new phone driving growth
Strong ai demand and apple’s new product launches are boosting taiwanese tech companies’ revenue [3]. Companies like hon hai, largan, and others reported strong august revenue figures [3]. Largan’s august revenue reached 5.968 billion yuan, a nine-month high, showing a 10.253% month-on-month increase [1][3]. Yujingguang’s august revenue hit 2.7 billion yuan, a 23-month high, up 13.255% month-on-month [1][3]. The proportion of lenses exceeding 10 million pixels reached 50-60%, reflecting high-end product demand [1].
tsmc’s market leadership and expansion
Tsmc’s role extends beyond apple, with ai driving server shipments and demand for its services [3]. The company’s advanced technologies are vital for ai server development, with gb200 shipments increasing and gb300 expected to follow [3]. Hon hai’s third-quarter ai server revenue is projected to increase by over 170% year-on-year [3]. Tsmc is also expanding its manufacturing footprint in the us, potentially benefiting from tariff exemptions while facing increased scrutiny and competition [2][4].