Skip to content
From TSM Component Costs to a $2,000-Plus Foldable iPhone episode artwork

Sep 9, 2026 8 min

From TSM Component Costs to a $2,000-Plus Foldable iPhone

from Schwab Network Hosted by Schwab Network

Cory Johnson draws a line from increasing component costs at Taiwan Semiconductor (TSM) to Apple's (AAPL) expected $2,000-plus price point for its new foldable phone. He also links Apple's historical financial struggles to current tech giants' emphasis on high-profit margins and substantial cash reserves now fueling massive AI investments. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

From TSM Component Costs to a $2,000-Plus Foldable iPhone

0:00 8:04

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo

Frequently asked questions

How long is this episode of Schwab Network?

This episode is 8 minutes long.

When was this Schwab Network episode published?

This episode was published on September 9, 2026.

Can I download this Schwab Network episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.