ajmas
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JP Morgan drops Apple target price over questions on when AI iPhone will launch
Just banking on AI without a real purpose is crazy. Good AI is invisible and solves real problems. Bad AI is just making the non-technical Wall Street people happy, through gimmicky functionality, without doing anything really useful. Of course there is another class of AI, but it’s hard to know from the outside whether it is AI or algorithm. -
Beyond TSMC, Apple's supply chain will be disrupted by the Taiwan earthquake
Taiwan is a very important technology manufacturing location, as this article indicates. Many motherboard manufacturers are also located in Taiwan, so it won’t just be Apple impacted by the earthquake.Incidents like this reveals the dangers of too much dependency on one location. Then again, while you may have supplier diversity, they may share a common supplier. ASML is a common supplier to many fabs, for example. -
Apple calls 128GB 'lots of storage' in new iPhone 15 ad
Without iCloud support 128GB isn't much, but coupled with iCloud storage and an internet connection it actually works out to be enough in many cases. I say this, because the phone will quietly offload images and videos to the cloud when the images and videos start reaching a certain threshold.
Where the storage fails is if you are an app hoarder or a music buff that needs stuff to stay on the phone. Or... you are dealing with apps that create large files without any auto-offloading support. -
Apple to get TSMC's initial 2nm capacity, says obvious report
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Apple Watch import ban stay opposed by ITC