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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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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Apple's "potential successor" takes over the Siasun Robot&Automation business. The authority of the former AI leader is further diminished.
① This change will allow Giannandrea's team to have more time to focus on foundational AI technology; ② Ternus is a veteran at Apple and currently also leads another hardware team focused on robotics and Smart Home technology; ③ Some analysts have pointed out that Apple's decision to merge the two robotics teams may indicate that the company is accelerating its research and development processes in the field of robotics.
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