Subject


Apple


2024-07-01

[News] TSMC’s Capital Expenditure to Surge Next Year, Driven by Rising 2nm Demand

TSMC's capital expenditure is set to surge again in 2025 due to strong demand. According to a report from Economic Daily News citing sources, due to continued investment in the most advanced 2nm process and strong demand for 2nm technology, production capacity will be allocated to the Southern Taiwa...

2024-06-25

[News] Taiwanese AI Server Supply Chain to Benefit from Apple’s Potential Collaboration with Baidu and Alibaba

Due to restrictions on AI products’ usage in China, Apple is actively seeking Chinese partners to advance in the local AI application market. According to the latest report by the Economic Daily News, the tech giant has been engaged with Chinese firms such as Baidu, Alibaba, and Baichuan Intellige...

2024-06-21

[News] Apple’s AI Push on iPhone 16 in China Faces Obstacles in Finding Local Partners

Though being capable of running AI features may be the primary focus for global smartphones this year, due to restrictions on AI products' usage in China, the Wall Street Journal reports that the upcoming new iPhone, expected at the end of the year, will not be able to use ChatGPT in China. Apple...

2024-06-21

[News] Novatek’s Supply Advantage Fades, as Korean Competitor Reportedly Secures iPhone 16 Order

Novatek, a major driver IC manufacturer in Taiwan, entered the iPhone 16 supply chain early this year and secured certification ahead of its competitor LX Semi. However, according to a report from Commercial Times citing sources, its Korean competitor, LX Semi, recently also obtained certificati...

2024-06-20

[News] Foxconn Likely Wins Order for Apple’s Rumored Cheaper Vision Pro

Apple is reportedly shifting its mixed reality (MR) device strategy by abandoning the development of its existing high-end Vision Pro headset in favor of launching an affordable MR device expected to debut next year. According to a report from Economic Daily News, it's rumored that Foxconn is likel...

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