台积电季报所说的“mobile rev weak”

TSM季报中主要的问题是手机市场变弱，根据这两个公司的季报，市场变弱是季节性的。

https://finance.yahoo.com/news/apple-supplier-stmicro-joins-choir-062505160.html

STMicroelectronics NV warned of near-term weakness in the global smartphone market, becoming the latest Apple Inc. semiconductor supplier to signal tepid sector demand.

The European chipmaker, which gets about 10 percent of its revenue from the iPhone maker, said it’s experiencing “weak demand” for smartphones in the first half but expect that will improve later. “For the second half of the year, we see healthy demand, with a strong backlog across all our product groups, end markets, including smartphones, and regions,” Chief Executive Officer Carlo Bozotti said in an earnings statement Wednesday.

还有Qualcomm的季报，它是iPhone最大的supplier

https://finance.yahoo.com/news/qualcomms-quarterly-profit-falls-51-201124801.html

(Reuters) - U.S. chipmaker Qualcomm Inc's (QCOM.O) quarterly profit and revenue topped Wall Street forecasts, suggesting that a slowdown in the global smartphone business might be less severe than feared after a string of weak forecasts from suppliers.

The results announced in Qualcomm's smartphone chip business contrasted to those from major mobile phone components makers in Asia, including TSMC <2330.TW> and SK Hynix Inc <000660.KS>, which have warned of slower growth in their smartphone chip divisions.

最后还得看AAPL 5月1日的季报。