Recent #Apple news in the semiconductor industry

2 days ago

➀ The AI PC revolution integrates dedicated Neural Processing Units (NPUs) directly into devices, enabling on-device AI capabilities without cloud dependency, mirroring the IBM PC's transformative impact.

➁ Apple leads the AI PC market with its vertically integrated M-series chips and Neural Engine, achieving 35 TOPS performance and standardizing AI across all Macs by 2025, outpacing x86 competitors.

➂ Global AI PC shipments are projected to surge 165% in 2025, driven by corporate demand for productivity tools and consumer adoption of local AI applications, reigniting growth in the stagnant PC industry.

AppleAI PCNPU
24 days ago

➀ The first motion-controlled game using Apple AirPods' spatial audio sensors, 'RidePods - Race with Head,' enables steering via head tilts;

➁ Developer Ali Tanis reverse-engineered Apple's undocumented APIs to create the game, compatible with AirPods Pro and 3rd/4th Gen models;

➂ The game highlights Apple's hidden hardware potential, with future apps possibly leveraging similar sensor innovations.

Applegamingios
27 days ago

➀ Intel is in early talks with Apple for a potential investment and collaboration, following recent funding from NVIDIA, SoftBank, and U.S. CHIPS Act equity conversion.

➁ Apple transitioned from Intel CPUs to its own Arm-based chips in 2020 but still uses Intel-related technologies like Thunderbolt and PCIe.

➂ A partnership could boost Intel's public image and align with Apple's $600B U.S. investment pledge, though negotiations remain uncertain.

AppleIntelcpu
29 days ago

➀ OpenAI partners with NVIDIA in a $100 billion deal to acquire next-gen Rubin GPUs for AI data centers, aiming to deploy 10GW computing power by 2026;

➁ Collaborates with Luxshare (Apple supplier) to develop ChatGPT-powered smart devices, signaling a hardware pivot alongside Jony Ive's design expertise;

➂ Pursues IPO to boost valuation amid concerns of an AI bubble, with $500B projected valuation despite $5B 2024 losses.

AppleNVIDIAOpenAI
about 1 month ago

➀ A rare wooden-cased Apple-1 computer sold for $475,000 at auction, exceeding the pre-sale estimate by nearly 60%;

➁ The device, one of only nine surviving units, was owned by June Blodgett Moore and demonstrated functional capabilities in a pre-auction video;

➂ A Steve Jobs-signed check from 1976 also fetched $46,250, nearly doubling its estimated price, underscoring the high demand for Apple-related memorabilia.

Apple
about 1 month ago

➀ Apple has reportedly secured a majority of TSMC's 2nm chip production capacity to gain an early advantage;

➁ TSMC's N2 is the only 2nm-class fab available to fabless customers, with Apple getting priority treatment;

➂ The northern fab in Hsinchu Baoshan is reportedly fully dedicated to Apple's new chips, while the southern fab in Kaohsiung handles other customers.

AppleTSMCchip production