Recent #Apple news in the semiconductor industry

3 months ago

➀ Apple's new M3 Ultra chip, used in the Mac Studio, has been benchmarked on Geekbench, showing impressive multi-core performance that surpasses the M4 Max.

➁ The M3 Ultra's single-core score is not as impressive, falling behind the M4 Max and even the entry-level M4 in some cases.

➂ The M3 Ultra's multi-core score is notably higher, with a performance uplift of around 8% over the M4 Max.

AppleGeekbenchMac Studiobenchmarkcpu
3 months ago

➀ Apple AirTag 4-Pack is on sale for $67.99 at Amazon and Best Buy, saving $31.01 and bringing the cost per AirTag down to $16.99 each.

➁ The 4-pack is a good choice for those who need multiple AirTags, and it is currently cheaper than it was a couple of days ago.

➂ The article also mentions other deals under $100, including the Soundcore by Anker P20i True Wireless Earbuds and Anker Soundcore 2 Portable Bluetooth Speaker.

AppleDeals
4 months ago

➀ Apple has introduced its first in-house developed 5G modem, the C1, six years after acquiring Intel's 5G modem business unit.

➁ The C1 is designed for the iPhone 16e, a mainstream smartphone, and promises high power efficiency and fast connectivity.

➂ Apple has not disclosed how the C1 achieves its power efficiency, but it is likely due to custom cores and TSMC's 4nm-class process technology.

5G5nm TechnologyAppleTSMCinnovation
4 months ago

➀ A massive 49-inch Samsung Odyssey G9 monitor is on sale for $769.99 at Amazon (save $230). It features a 1000R curvature, 5120x1440 resolution, 240Hz refresh rate, 1ms response time, and HDR support.

➁ Dell S23422DWG, Samsung Odyssey G55C, and Apple Studio 5K Display are also on sale.

➂ Google Pixel 9 Pro family is available with $200 discounts, including the Pixel 9 Pro and Pixel 9 Pro XL.

AppleDealsDellGoogle
4 months ago

➀ Jim Keller discusses his early work at DEC and AMD, focusing on the K8 architecture and his contributions to x86-64 and HyperTransport.

➁ Keller's experience at startup SiByte, including the development of network processors and his involvement with Andy Bechtolsheim and Cisco.

➂ His transition to Broadcom and the challenges of working in a larger company like Intel, where he learned about methodology and abstraction layers in computer design.

➃ Keller's time at P.A. Semi and his role in designing PowerPC processors, leading to the acquisition by Apple.

➄ His journey at Apple, from the first iPhone chip to the A-series processors, and the focus on performance and power efficiency.

➅ His return to AMD and the development of the Zen architecture, addressing the company's challenges and working with Global Foundries and TSMC.

➆ His move to Tesla and the development of the Hardware 3 chip for autonomous driving, followed by his transition to Intel and the challenges of managing a large engineering team.

➇ His current role at Tenstorrent AI, focusing on AI processors and software, and the company's mission to build a general-purpose computing platform.

AMDAppleArchitectureTeslajim keller
4 months ago

➀ Apple has partnered with Alibaba to provide AI features for the domestic version of iPhone users, according to The Information.

➁ The two companies have jointly developed AI features for domestic use that have been submitted for review by domestic authorities.

➂ Apple tested various AI models from Chinese developers starting in2023 and initially chose Baidu as the main partner, but the cooperation was canceled due to Baidu's failure to meet Apple's standards.

AIAlibabaApple
4 months ago

➀ Apple's supply chain management has been recognized as the best in the world since 2010, with Tim Cook further reducing suppliers to 24.

➁ Apple's supply chain diversification strategy helps reduce supply risks and strengthens control over the supply chain.

➂ Suppliers like Imagination and Dialog have faced challenges due to Apple's shifting supply chain strategy.

➃ Cirrus Logic, an Apple key supplier, provides high-quality audio chips and has a long-standing partnership with Apple.

➄ Cirrus Logic's SoundClear technology is used by Amazon Voice Service for high-fidelity audio playback.

➅ Apple's supply chain strategy involves self-developed chips and maintaining a diverse supplier base.

➆ The high dependency on Apple poses risks for suppliers like Cirrus Logic.

AppleSupply Chaintechnology
4 months ago

➀ Apple has begun mass production of the next-generation M5 processor for desktops, laptops, and high-performance tablets.

➁ The new SoC is expected to use a performance-enhanced N3P manufacturing process.

➂ The M5 series is rumored to include M5, M5 Pro, M5 Max, and M5 Ultra processors.

➃ The M5 processors will use organic substrates with 'flavor enhancer ABF film' to increase interconnect density and reduce SoC packaging thickness.

➄ High-end M5 Pro, Max, and Ultra versions will use mixed bonding and 2.5D packaging technology.

➅ The SoC will use TSMC's N3P manufacturing technology, which allows for a 4% performance increase or a 9% power consumption decrease at the same clock speed.

➆ Apple's M5 chips are expected to offer significant performance advantages over the M4 CPUp>

Apple
4 months ago
1. Apple has become a 'Slow-Grower' with minimal recent growth and failed new product attempts like Apple Intelligence and Vision Pro; 2. Despite high profitability and operational efficiency, Apple's valuation is disconnected from its growth prospects; 3. The 'Upgrade Super Cycle' narrative seems unrealistic as Apple Intelligence features have not driven higher sales or user engagement, leading to criticism; 4. The author reiterates Apple stock as a 'Sell' due to high valuation and overestimated growth projections.
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