Friday, November 8, 2024

Kuo: Apple plans to upgrade the wide-angle lens in the high-end iPhone 18 in 2026 to a variable aperture camera (Ming-Chi Kuo)

Ming-Chi Kuo:
Kuo: Apple plans to upgrade the wide-angle lens in the high-end iPhone 18 in 2026 to a variable aperture camera  —  Key Growth Drivers for Sunny Optical's Apple Orders in 2025-2026:  —  1. Lens Supply Allocation to Rebound Significantly from ~5% in 2024 to 15-20% in 2025



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...