Recent #Apple Intelligence news in the semiconductor industry

9 months ago
➀ Apple's Senior Vice President of Hardware Technologies, Johny Srouji, confirmed that all upcoming iPhone 16 models will come with 8GB of RAM; ➁ This is in contrast to Android devices which often come with 12GB or more of RAM; ➂ Srouji admitted that the RAM upgrade is due to Apple Intelligence, but also mentioned the company's focus on not being wasteful.
AppleApple IntelligenceiPhone 16iPhone 16 ProiPhone 16 Pro Max
9 months ago
1. Apple's Q3 revenue and EPS exceeded expectations, driven by geographic expansion and record services revenue. 2. The introduction of Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk. 3. The author's DCF valuation suggests AAPL is fairly valued, preventing a 'Sell' rating but not justifying a 'Buy' rating.
Apple IntelligenceMarket ValuationiPhone Sales
10 months ago
1. A hidden editing tool in the Files app allows iPhone users to remove image backgrounds quickly without third-party apps. 2. The feature works on all devices running iOS 17 and is expected to be enhanced with iOS 18's Apple Intelligence. 3. Users can also try the iOS 18 beta for early access to new features, though it's recommended for secondary devices due to potential performance issues.
Apple IntelligenceiPhone 15 Proios 18