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Some reports mention that WIN(穩懋) and ASE(日月光) have secured projects for Apple's independently developed RF components. I reviewed their financial reports, and they do not disclose much customer information, but I did saw strong growth in ASE OSAT business and WIN performance is explosive growth. (Probably due to their AI Chip business)
Traditionally, contract manufacturers are unwilling to reveal too many customer details,
just like adama said, those information is "secret" for them. so in this situation, we can only make educated guesses.
The discussion here is very interesting. Everyone here is very professional, peacefully and rationally analyzing the company's business model and fundamentals. It's like a group of professional investors sitting around the same table analyzing industry development in a seminar. I hope this forum will be more high quality discussions like yours here.
