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The Hot Take: Makes sense, especially if China takes Taiwan....
According to the Wall Street Journal (paywalled), Apple agreed to use Intel's U.S. chipmaking plants after White House officials pressured Tim Cook during tariff-relief talks last summer. MacRumors reports: In August 2025, Apple CEO Tim Cook was in Washington to lobby the Trump administration to drop its proposed 100 percent tariff on semiconductor imports -- a levy that would have raised costs across Apple's product line. Apple reportedly secured an exemption after pledging to invest hundreds of billions of dollars in the U.S., although many…
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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
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The 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.…
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The 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…
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The 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.
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The 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.
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The 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…
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The 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…
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The 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…
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The 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…
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