The phone represents a notable reversal in OpenAI's publicly stated strategy. The company's hardware ambitions had previously been described as centered on non-phone form factors developed with former Apple design chief Jony Ive, whose startup io Products OpenAI acquired for $6.5 billion in May 2025. Ive and CEO Sam Altman had specifically said they did not want to build a device with a screen, with Altman describing a prototype to employees as "the coolest piece of technology that the world will have ever seen." The first product from that collaboration was delayed out of 2026 and has since b
Everything We Know About OpenAI's Planned iPhone Rival… "Now that TSMC is doing more business with Nvidia and other AI companies, people with knowledge of the chip supply chain said Apple was exploring whether some lower-end processors could be made by someone other than TSMC," the report said. …
… A20 Chips in iPhone 18 Models Again Rumored to Feature New Design Apple's A20 chip in the iPhone 18 will be packaged with TSMC's Wafer-Level Multi-Chip Module WMCM technology, according to Apple supply chain analyst Ming-Chi Kuo. …
… Apple is currently developing a server chip based on the M5 Ultra chip, according to Bloomberg , while a future M7 Ultra chip is reportedly intended to substantially improve AI performance to a level that could begin to rival Nvidia's Blackwell chip. …
… TSMC 2nm Chip Production Hits 60% Yield, on Track for iPhone 18 Pro TSMC has achieved better-than-expected results in trial production of its 2-nanometer chip technology, with yield rates exceeding 60%, according to Taiwanese supply chain sources via Liberty Times Net . …
… Analyst Ming-Chi Kuo published his findings in late April following supply chain checks, describing the device as an "AI agent phone" built around a continuous, context-aware interface rather than individual apps. …
… Apple Struggling With Key Material Shortage as AI Chips Drain Supply Apple is confronting a newly intensified supply-chain challenge for future chips as the AI boom has created a global shortage of a key material, Nikkei Asia reports. …
… Kuo: Apple Watch Ultra With MicroLED Display Indeed Canceled Earlier this week, Apple supplier ams OSRAM announced it would "re-assess its microLED strategy" after a "cornerstone project" was "unexpectedly cancelled." Counterpoint Research's Display Supply Chain Consultants informed MacRumors that … …
… Report: Apple's New AI Strategy Firms Up Under Craig Federighi Apple has restructured its artificial intelligence strategy under software chief Craig Federighi, accelerating plans to overhaul Siri by relying on external AI models after years of internal delays and organizational friction. …
… Apple is also expanding AI... Apple May Break a 10-Year Chip Strategy TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2016, but that 10-year streak could be nearing its end. …
… Bloomberg 's Mark Gurman has said early 2027 is now looking more likely than late 2026 due to Apple's constrained memory supply. …