TSMC's dip on Thursday in response to good results and guidance suggests a lot of good news about the iPhone 7 has already been priced in to the stock.
Samsung's PR disaster won't have a significant impact on its primary suppliers, according to Pacific Crest Securities.
iPhone 7 reviewers took issue with a largely-unchanged design and the lack of a traditional headphone jack. But early pre-orders suggest consumers care more about feature improvements.
Apple may have a little more time to book September sales of its latest iPhones than usual. And the phones may not be as dull as widely believed.