9 posts
The Hot Take: Mobile convergence is almost complete on the apple front.
Apple is without a doubt planning to launch a MacBook that finally incorporates touch support on its display, according to a prominent leaker on Weibo. The long overdue feature would bring parity to a litany of Windows laptops and Chromebooks that have used touchscreen displays for years, and would likely be a popular selling point on future
Read the full articleThe Hot Take: MacRumors posting about it give it more merrit to me.
Apple has held "exploratory" talks with Intel and Samsung about manufacturing the main processors for its devices in the United States, reports Bloomberg ($). Apple is said to have had early-stage talks with Intel about using its chipmaking services, while Apple executives have reportedly visited a Samsung plant under construction in Texas that will also make advanced chips. The talks are said to be preliminary, and no orders have been made so far, according to the report's sources who asked not to be identified. Apple is also said to have concerns about using technology that is not made by its longtime chip partner, Taiwan Semiconductor Manufacturing Company (TSMC), so the talks could still go nowhere. Apple is said to be seeking potential additional suppliers beyond TSMC as a way to avoid recent shortages almost entirely driven by the current build-out of AI data centers. Heavy demand for Mac mini and Mac Studio models - sought-after because of their suitability for running local AI models - is also said to have been another factor. On an earnings call last week, Apple CEO Tim Cook acknowledged that Mac mini and Mac Studio supply is constrained, and he said it may take "several months" for Apple to achieve supply-demand balance. Neither Intel nor Samsung can reliably provide the kind of production and scale that TSMC offers, so it's not clear how much, if anything, will come out of the discussions. Apple has already worked with TSMC to help expand its plant in Phoenix, which is now producing a limited number of chips for Apple and expects to make 100 million chips for the company in 2026.Tags: Bloomberg, Intel, SamsungThis article, "Apple Eyes Intel and Samsung as Backup US Chipmakers" first appeared on MacRumors.comDiscuss this article in our forums
Read the full articleThe Hot Take: USA domestic manufacturing is taking off, TSMC announcing huge expansions in Arizona. Intel getting that Federal injection is definitely keeping them alive and making them relevant again. Probably also why Nvidia dumped money into Intel too to make sure there is choice states side.
TSMC is turning into a victim of its own success as the world's preferred chip foundry, leaving its heretofore prized customers such as Apple in a bind of sorts as they suddenly find themselves crowded out by AI hyperscalers. In its frustration, Apple is now reportedly exploring the possibility of dividing up its silicon load between Samsung, Intel, and TSMC rather than remaining largely TSMC-exclusive. Apple is looking for contingencies by tentatively probing Intel and Samsung as additional vectors for manufacturing its custom chips According to Bloomberg's Mark Gurman, Apple has already held "early-stage talks" with Intel for using its […]Read full article at https://wccftech.com/apple-quietly-courts-intel-and-samsung-for-its-most-critical-chips-as-tsmcs-advanced-nodes-remain-choked-under-ai-demand/
Read the full articleThe Hot Take: And you get Ai, you get Ai and you get Ai!
Apple's new CEO is very hopeful for how AI can transform the company.
Read the full articleThe Hot Take: Maybe they'll start innovating again.
Apple CEO Tim Cook is stepping down on September 1. He will be replaced by hardware engineering lead John Ternus.
Read the full articleThe Hot Take: Definitely looks like Apple is getting priority on the latest from TSMC.
The first wave of 2nm chipsets is scheduled to arrive later this year, with Apple introducing its A20 and A20 Pro range for its iPhone 18 family, but there’s little time for taking breaks, especially in the silicon industry, because the question is, what comes after this manufacturing process? According to the latest report, the trillion-dollar entity’s exclusive semiconductor partner, TSMC, is planning to achieve a new milestone by introducing its sub-1nm technology in a few years, with trial production expected in 2029. New lithography roadmap reveals that TSMC will initially set a target of 5,000 wafers for its sub-1nm process, taking […]Read full article at https://wccftech.com/first-apple-sub-1nm-chip-arriving-in-few-years-tsmc-2029-trial-production-target/
Read the full articleThe Hot Take: Merging of the platforms, mobile and PCs.
The MacBook Neo is an excellent example of how it’s possible to incorporate iPhone parts into a notebook, but the binned A18 Pro isn’t the only component that Apple has added to its larger machines from mobile devices to streamline its product range with the same parts. In fact, according to a SSD modification, both the MacBook Neo and the iPhone 16 Pro feature the same NAND flash, which is an excellent way to maintain margins while the DRAM crisis is in full effect. A specific NAND flash chip with particular dimensions used on the iPhone 16 Pro and iPhone 16 Pro […]Read full article at https://wccftech.com/apple-uses-interchangeable-iphone-and-mac-parts-to-gain-dram-protection/
Read the full articleThe Hot Take: Apple can't compete so it's going the ASICs route from the looks of it.
Apple generally tries to keep its cards hidden, preferring a grand unveiling, replete with mega-flourishes, to a gradual trickle of information and unvarnished product launches. However, when you have a supply chain as expansive as Apple's, leaks abound nonetheless. And today, we've received a juicy tidbit regarding the tech giant's intentions for its upcoming ASIC, dubbed Baltra. Apple intends to move the production of its upcoming AI ASIC in-house According to a South Korean publication, Samsung Electro-Mechanics (SEMCO) - a company that specializes in core electronic components, multilayer ceramic capacitors, and chip substrates - has provided samples of its glass […]Read full article at https://wccftech.com/apple-shows-its-cards-plans-to-move-the-production-of-its-upcoming-baltra-asic-in-house/
Read the full articleThe Hot Take: If what I'm hearing is right and we're finally over the RAM craze, little to late me thinks.
In the current RAM crisis, no company is better positioned to not only weather the storm but turn it to its advantage like Apple. It proved that when it released the MacBook Neo in early March. Despite only including 8GB of RAM, the Neo doesn't feel compromised, a testament to the company's silicon and software engineering. For Apple, it may be tempting to treat its latest MacBook as a one-off. That would be a mistake, because at this moment, the business decisions that made the Neo possible represent a once-in-a-generation opportunity to become a bigger player in the PC market. If you read Engadget, there's a good chance you know the contours of the global memory shortage, but it's worth repeating just how bad things have become in recent months. Just three companies — SK Hynix, Samsung and Micron — produce more than 90 percent of the world's memory chips. At the end of last year, Micron announced it would end its consumer-facing business to focus on providing RAM and other components to AI customers. Citing data from TrendForce, The Wall Street Journal reported in January that data centers would consume 70 percent of the high-end memory produced in 2026. As the Big Three shift more of their production to meet enterprise demand, they're allocating fewer wafers for consumer products, leading to dramatic price increases in that market segment. According to data from Counterpoint Research, the price of memory — including consumer RAM kits and SSDs, as well as LPDDR5X memory for smartphones — increased by 50 percent during the final quarter of 2025. Before the end of the current quarter, the firm predicts prices will increase by another 40 to 50 percent, and the CEO of SK Hynix recently warned shortages could last until 2030. Since nearly all consumer electronics need some amount of RAM and storage, the trickle-down effects have come fast and hard. In December, before the situation got as bad as it is now, TrendForce warned that most of the major PC manufacturers were either considering, if not already planning, price hikes. This month, the firm warned laptop prices could increase by as much as 40 percent if manufacturers and retailers moved to protect their margins. Such a scenario would send the cost of a $900 model to about $1,260.Amid all that, Apple added another point of pressure: the $600 MacBook Neo. During a recent investor call, Nick Wu, the chief financial officer of ASUS, described the Neo as "a shock to the entire market," adding "all PC vendors, including upstream vendors like Microsoft, Intel and AMD" are taking the cute device "very seriously." Wu warned ASUS would "need more time" before it could ready a response. For ASUS and other Windows manufacturers, any response realistically may take a year or more to formulate. That's because the Neo represents both a technical and logistical hurdle. To start, it's a fundamentally different machine from the one most Windows OEMs are making right now. It has the advantage of using "unified memory" instead of a set of traditional RAM modules. The 8GB of RAM the Neo has is shared between the A18 Pro's CPU and GPU, meaning it can more efficiently use the RAM that it does have. That's part of the reason the Neo doesn't feel like a Windows PC with 8GB of RAM. Apple didn't get to the A18 Pro and the MacBook Neo by accident. It has spent more than a decade designing its own chips. Since 2024, Microsoft has mandated 16GB of RAM — and 256GB of solid-state storage — for PCs that are part of its Copilot+ AI program. That branding effort may not have amounted to much, with Copilot+ AI PCs accounting for just 1.9 percent of all computers sold in the first quarter of 2025, but it did push OEMs, including ASUS, Dell and others to make more capable machines. It also saw Microsoft rework Windows to better support ARM-based processors from Qualcomm. Still, it's hard to see how Windows manufacturers can challenge Apple by going back to existing or older x86 chips with with less RAM. Qualcomm's Snapdragon X2 processors could offer a potential response, but there are question marks there too. At CES 2026, the company announced the Snapdragon X2 Plus, a pared down version of its X2 Elite chipset with a six-core CPU. On paper, it should offer similar performance to the A18 Pro, but it doesn't seem Qualcomm has produced the chip at scale or that Windows OEMs have shown much interest in it. As of the writing of this story, the company's website lists just four X2 Plus-equipped models. I was only able to find one of those in stock, the $1,050 HP Omnibook 5. It has an OLED screen and more RAM than the Neo. Could HP repurpose something like the Omnibook 5 to take on the Neo? Maybe, but I'm not sure there's getting around the need for 16GB to get Windows 11 running decently. Even if the Snapdragon X2 Plus offers a stopgap measure, no company operates a supply chain quite like Apple. It has spent billions of dollars to make itself independent of companies like Qualcomm by designing its own Wi-Fi and Bluetooth chips, for example. It also doesn't need to pay Microsoft a licensing fee to use a bloated Windows 11. Those are all factors that lead to OEMs like ASUS and Lenovo operating on razor thin margins. Per Statista, Apple earned a nearly 36.8 percent gross profit margin on its products in 2025. That's almost exactly half as much as the gross margin it made on services, which grew to a record 75.4 percent last year. For comparison, ASUS has seen its profit margins erode to about 15.3 percent in recent quarters, or less than a third of Apple's 2025 average of 46.9 percent. For ASUS and other Windows OEMs, the short-term outlook isn’t good. HP recently told investors RAM now accounts for more than a third of the cost of its PCs. And if memory shortages continue, many of them will be forced to raise their prices to protect their margins. Apple is in no such position. The iPhone recently had its best quarter ever, contributing $85.27 billion to the company's Q1 revenue. The fact that Mac revenue declined from $8.9 billion to $8.3 billion year-over-year didn't make a dent to Apple's bottom line. For the companies that must now compete against the Neo, it's not a fair playing field. To Lenovo, Dell, HP and ASUS, PC sales are almost everything to their business. For Apple, it's a side hustle. As the company prepares to kick off its 51st year, it should consider it may never be in a better position to claw ahead in the market where it all started for the company. In both the PC and smartphone segments, Apple's market share has always been a distant second (and sometimes third and forth) to Windows and Android, in part because commoditization has consistently worked against the company. But when a single part now accounts for a third of the cost of a new PC, the regular rules don't apply. It's not just that the company is better insulated than nearly every other player against runaway RAM costs, it's that it also has a technological edge and the profit margins to compete on price at the same time. In recent quarters, the company's share of the PC market has hovered around the 9 to 10 percent mark, meaning it's consistently been about the fourth largest manufacturer. For as long as the RAM shortage continues, Apple should seriously consider sacrificing some of its PC profits to become a bigger player. So far, the company has moved to protect the margins on its more expensive devices. For example, it increased the price of the latest MacBook Air and MacBook Pro by $100. The company doubled the amount of base storage to make up for the hike. Moving forward, it should do everything it can to maintain, and maybe even lower the price of its computers to a point where its competitors can't meet it. If the Lenovos and HPs of the world can't compete on either price or performance, consumers will move to Mac computers. As Apple looks to the next 50 years, it may not get another opportunity like the one it has right now. This article originally appeared on Engadget at https://www.engadget.com/computing/laptops/the-ram-crisis-is-apples-best-chance-in-decades-to-capture-the-pc-market-130000672.html?src=rss
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