Recent #Apple news in the semiconductor industry

7 months ago
1. Apple's valuation has recently corrected downwards due to trade war concerns and smartphone market saturation, but its free cash flow and stock buybacks remain strong investment points. 2. Apple has a strong track record in stock buybacks, with $95.0B worth of shares repurchased in FY 2024. 3. Despite risks of stalled iPhone growth, Apple's brand loyalty and potential new stock buyback plans make it a decent value at current valuations.
AppleValuation
8 months ago

➀ The EC has charged Google with favoring its own services over rivals in its searches and ordered Apple to further open iOS to rivals’ connected devices.

➁ The EC argues that it is merely enforcing the terms of the 2022 Digital Markets Act.

➂ Many see this as the EC throwing down the gauntlet to the new US administration, which has threatened to impose tariffs on countries imposing fines on US digital services companies.

AppleGoogleNATOTariffsios
8 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
8 months ago

➀ Apple's AI-powered Siri update, initially planned for iOS 19, has been delayed, highlighting Apple's struggles in AI development.

➁ The integration of advanced AI features is behind schedule, with a modernized Siri not expected until iOS 20 in 2027.

➂ Competitors have surpassed Apple, and internal challenges, including leadership and resource issues, hinder progress.

AIAI DevelopmentAlexaAppleChatGPTGrokInnovationLLMSiriiOS 19iOS 20technology
8 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
9 months ago

➀ Apple has announced the iPhone 16e with its first in-house 5G modem, the Apple C1, made on TSMC's 4nm and 7nm nodes.

➁ The iPhone 16e is priced at $599 and features the A18 processor, offering excellent battery life.

➂ The new C1 modem is the most power-efficient baseband chip in an iPhone, with a combination of TSMC's 4nm and 7nm processes.

4nm5G modem7nmA18 processorAppleTSMCbattery lifeiPhone 16ein-house technology
9 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
9 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
9 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