Apple is considering using chips made by Intel and Samsung in the US for its iPhones and other devices, moving away from its long-time reliance on Taiwan's TSMC. This shift is driven by intense competition in AI chip production and geopolitical tensions between China and Taiwan. While talks with Intel and visits to Samsung's Texas plant are underway, Apple has not yet placed orders and may still stick with TSMC. The move aims to reduce supply chain risks, especially as Apple faces product shortages and prepares for leadership changes.
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the US, raising its total US investment to $265 billion to meet rising AI chip demand. This expansion could add four new advanced facilities to its Arizo...
Apple's generative AI service, Apple Intelligence, has been approved by China's Cyberspace Administration for launch in the country. The approval follows deals to integrate Alibaba's Qwen AI model and collaboration with Baidu into Apple's operating s...
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
OpenAI has introduced the Codex Micro, a $230 light-up keyboard designed to enhance user control over its AI coding assistant, Codex. The device features customizable keys, a joystick, and a dial to adjust AI agent reasoning, aiming to serve as a com...
