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Apple's supply chain is accelerating diversification: planning to achieve sales of 'India-made' iPhones in the US by the end of next year.
① It is reported that Apple plans to assemble most or all of the iPhones sold in the U.S. in India by the end of next year to address tariff and geopolitical risks; ② To achieve this goal, Apple's iPhone assembly volume in India needs to increase by more than double, currently China is its largest production base, and India only accounts for 20%.
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Tesla welcomes a major policy package: the USA plans to relax regulations on autonomous driving.
On April 25, reports stated that the USA government will relax regulations on autonomous driving, reducing the originally cumbersome accident reporting process, allowing non-commercial test vehicles to skip certain compliance procedures. This move is seen as the USA's largest deregulation regarding autonomous driving, directly addressing the core demand for Tesla, and giving the green light for Musk's plan to launch the Cybercab autonomous taxi fleet in Texas this June.
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Is Intel experiencing a turning point? Reports indicate that the 18A chip may be adopted by major companies such as NVIDIA and Broadcom.
According to reports, Intel's upcoming mass production of the cutting-edge process technology Intel 18A will not only adopt internal products but will also receive foundry orders from several ASIC manufacturers, including NVIDIA and Broadcom. Supply chain insiders indicate that these clients remain optimistic about Intel 18A.
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