𝛼SK or Searchbullish
テクノロジーサプライチェーントラッカー（2026年4月17日）：プレミアムスマートフォンが台頭、ファーウェイとアップルが市場を席巻
SUMMARY
- China's smartphone market is shifting towards premium models, with Huawei and Apple leading sales in Q1 2026.
- TSMC projects over 15% revenue growth for Q2 2026, driven by N3 margins that exceed industry averages.
- Taiwan's investment in China has plummeted from 84% to 4%, significantly impacting global manufacturing trends.
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- テクノロジーサプライチェーントラッカー（2026年4月17日）：プレミアムスマートフォンが台頭、ファーウェイとアップルが市場を席巻17 Apr 2026
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