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Apple’s OLED iPad Mini upgrade is on the way as prices continue to rise
The iPad Mini could get an OLED display upgrade as soon as October, according to Bloomberg's Mark Gurman. It would be the most significant refresh for the Mini since its 2021 redesign. An OLED iPad Mini has been rumored for months now, with Gurman previously reporting last year that it will also come with a […]
Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
The technological rivalry between China and the U.S. has intensified, as they race for AI dominance.
Apple Intelligence approved for launch in China with Alibaba and Baidu
The deal, which was rumored to be in the works last year, marks an important step for Apple's AI ambitions in a key market.
Google ordered to open Android and Search to rivals in Europe
Google must give rival AI assistants and search engines greater access to key parts of Android and Google Search after the European Union ordered the company to comply with the bloc's digital antitrust rules. The two decisions, handed down Thursday, could weaken Google's control over two of the tech industry's most important platforms and have […]
iPhone 18 Leaks Reveal New Pro Features as Apple Fans Get Early Release Date Details - Fingerlakes1.com
iPhone 18 Leaks Reveal New Pro Features as Apple Fans Get Early Release Date Details Fingerlakes1.com
Key facts: Apple earnings watch; server chips, Broadcom deal; China AI - TradingView
Key facts: Apple earnings watch; server chips, Broadcom deal; China AI TradingView
iPhone 18 Leaks Reveal Expected Release Date Pro Features and Major Design Changes - chshyd.in
iPhone 18 Leaks Reveal Expected Release Date Pro Features and Major Design Changes chshyd.in
UBS Group significantly raised its target price for AAC Technologies (02018.HK) to HK$48, citing optimism on its optical module and memory thermal management businesses, which stand to benefit from AI hardware upgrades by OpenAI and Apple. - 富途牛牛
UBS Group significantly raised its target price for AAC Technologies (02018.HK) to HK$48, citing optimism on its optical module and memory thermal management businesses, which stand to benefit from AI hardware upgrades by OpenAI and Apple. 富途牛牛
Today’s Market Recap: Unexpected PPI Drop Boosts Markets, Apple Hits All-Time High, AI Hardware Stocks Remain Under Pressure, Micron, SanDisk Slump - TradingKey
Today’s Market Recap: Unexpected PPI Drop Boosts Markets, Apple Hits All-Time High, AI Hardware Stocks Remain Under Pressure, Micron, SanDisk Slump TradingKey
Upcoming OLED iPad Mini Said to Use 60Hz 8.4-Inch Display Panel - MacTrast
Upcoming OLED iPad Mini Said to Use 60Hz 8.4-Inch Display Panel MacTrast
Apple Eyes AI Chip Startups as It Struggles with Internal Server Performance - iThinkDifferent
Apple Eyes AI Chip Startups as It Struggles with Internal Server Performance iThinkDifferent
Samsung Display Reveals Slidable Phones and 0.4mm Bezels at First-Ever Press Day - Tech Times
Samsung Display Reveals Slidable Phones and 0.4mm Bezels at First-Ever Press Day Tech Times
AI infrastructureAI 算力基础设施
113AI accelerators, GPU clusters, model training, inference, cloud capex.
Semicap equipment半导体设备
13Lithography, deposition, etch, metrology, advanced packaging equipment.
Memory and HBM存储与 HBM
18DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
Foundry supply chain晶圆代工供应链
22TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
Consumer electronics消费电子
15Apple, Android, PC, AR hardware, smartphone and device supply chain.
AI software platformsAI 软件平台
19Cloud AI, copilots, enterprise software, model platforms and developer tools.
Nasdaq risk pulseNasdaq 风险脉搏
20Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
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