TSMC projects $52B to $56B in 2026 capital spending, up 25%+ from 2025, and forecasts close to 30% YoY revenue growth in 2026, both above analyst estimates
Bloomberg:NEW
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...
TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
Apple and Google say Apple Foundation Models based on Gemini will help power not only a more personalized Siri, but also “future Apple Intelligence features”
Joe Rossignol /MacRumors:
Elon Musk says Apple and Google's Gemini deal “seems like an unreasonable concentration of power for Google, given that [they] also have Android and Chrome”
Elon Musk today expressed concern about Apple and Google partnering on a more personalized version of Siri powered by Google's generative AI platform Gemini.
Apple signs a multiyear Google deal to use Gemini models to power a more personalized Siri in 2026, saying Google's tech “provides the most capable foundation”
Apple is joining forces with Google to power its artificial intelligence features for products such as Siri later this year.
Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips
The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …
Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+
Cats and Dogs, living together! — In a surprising announcement that finds two long-time rivals working together …
Kuo: an OLED MacBook Pro with a touchscreen is set to enter mass production by late 2026, while a cheaper MacBook with an iPhone chip won't have the touch panel
Apple's first OLED MacBook Pro, set to enter mass production next year, will feature a touch screen display, according to Apple analyst Ming-Chi Kuo.
Kuo: Apple plans to launch a cheaper, ~13" MacBook powered by iPhone 16 Pro's A18 Pro chip, expected to enter mass production in late Q4 2025 or early Q1 2026
9to5mac.com/2025/06/30/f... [embedded post] Ernie Smith / @ernie.tedium.co : Interesting. I sort of struggle to see why Apple would want to ruin the separation between the M seri...
Kuo expects Apple to mass produce a Vision Pro with M5 in Q3 2025, a Vision Air in Q3 2027, a Vision Pro with a new design and XR glasses in H2 2028, and more
In a blog post today, analyst Ming-Chi Kuo detailed his updated roadmap forecast for Apple's headset and smart glasses markets.
Kuo: Apple plans a cheaper MacBook powered by iPhone 16 Pro's A18 Pro chip and with a ~13" display, expected to enter mass production in late 2025 or early 2026
Apple's current entry-level laptop is the $999 MacBook Air, but analyst Ming-Chi Kuo believes Apple is aiming to launch an even more affordable model soon.
Kuo: Apple plans a cheaper MacBook powered by iPhone 16 Pro's A18 Pro chip and with a ~13" display, expected to enter mass production in late 2025 or early 2026
Apple's current entry-level laptop is the $999 MacBook Air, but analyst Ming-Chi Kuo believes Apple is aiming to launch an even more affordable model soon.
Trump says a 25%+ tariff “must be paid by Apple” on iPhones not made in the US, and he told Tim Cook long ago that iPhones sold in the US must be made in the US
will other tech companies face the heat? Here's what the US President said The Economic Times : Trump threatens 25% tariff on iPhones not made in US, targets India production Scott...
Trump says a 25%+ tariff “must be paid by Apple” on iPhones not made in the US, and he told Tim Cook long ago that iPhones sold in the US must be made in the US
will other tech companies face the heat? Here's what the US President said The Economic Times : Trump threatens 25% tariff on iPhones not made in US, targets India production Scott...
President Trump says that the tariffs he has threatened against Apple would also be aimed at “Samsung and anybody that makes that product”
“It would be more,” Trump said when asked at the White House whether his tariff threat would only apply to Apple.
President Trump says that the tariffs he has threatened against Apple would also be aimed at “Samsung and anybody that makes that product”
“It would be more,” Trump said when asked at the White House whether his tariff threat would only apply to Apple.
Kuo: Ive and Altman's device could be larger than Humane's AI pin, may connect to smartphones and PCs to use their computing and display capabilities, and more
Supply chain analyst Ming-Chi Kuo is mostly known for Apple rumors, and now says users might be able to wear OpenAI's future device around their neck.
OpenAI acquires io, Jony Ive's secretive AI startup, for nearly $6.5B in stock; Ive and LoveFrom will remain independent but take over design for all of OpenAI
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal …
On its Q2 call, Apple said that a “majority” of iPhones sold in the US in Q3 will come from India while “nearly all” of its other devices will come from Vietnam
www.wsj.com/tech/apple-a... Steve Kovach / @stevekovach : More highlights: Cook says in current quarter over half of phones sold in U.S. come from India. Government subsidies in C...