… Apple is spending a fraction of that, aiming instead to use all the personal information people store on their iPhones together with chips it designs itself to power an on-device AI strategy. …
… Here are the details. Apple doubles down on privacy assurances amid AI partnerships A few days ago, The Information reported on some of the technical aspects behind Apple’s AI plans for WWDC, including how the company is expected to use Nvidia chips through Google Cloud for some Siri queries. …
… And today, a new report has fresh details on how Apple’s partnership with Google for AI features is being implemented behind the scenes. …
… Back to the report, Bloomberg says that Apple’s main challenges in its diversification efforts center on manufacturing scale and consistency, as “Intel and Samsung can’t reliably offer the type of production and scale that’s turned TSMC into the dominant made-to-order chip manufacturer — and one of… …
Intel’s stock jumped 13% today over Apple chip manufacturing report Marcus Mendes | May 5 2026 - 7:32 pm PT | May 5 2026 - 7:32 pm PT Intel’s stock hit a record high today in the aftermath of a Bloomberg report that claimed Apple is exploring Intel and Samsung Electronics as potential manufacturing… …
… Expand Expanding Close OpenAI preparing ‘legal action’ against Apple over Siri partnership: report Chance Miller May 14 2026 - 10:08 am PT Apple and OpenAI inked a deal to integrate ChatGPT with Siri as part of iOS 18 in 2024. …
… Subsequently, TrendForce has revised its 2026 full-year shipment forecast downward from -9.2% to -14.8% YoY amid expectations of deteriorating end-market demand and rising supply chain costs, reflecting a deeper industry correction. Two main factors drove the downward revision. …
… The engine, the system-on-a-chip. We’re going to make over 100 million of those in Arizona this year. We’re going to make over 20 billion semiconductors in the U.S. And again, this is not only for the U.S. market-sold iPhones. …