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
Sources: TSMC told Chinese customers it would no longer manufacture AI chips at advanced process nodes of 7nm or smaller as of this coming Monday — World's biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processors
Mercury Research: AMD's desktop CPU market share, in units, grew from 19.1% in Q3 2023 to 28.7% in Q3 2024 and from 19.5% to 22.3% for mobile in the same period — AMD's desktop CPU market share jumped nearly 10 percent in the last year, an analyst reported Thursday, on the heels …
How doctors are pioneering the use of AI to improve outcomes for patients, including faster diagnostics, more targeted treatment, and better communication — Faster diagnostics, more targeted treatment and better communication are among areas of healthcare already benefiting from artificial intelligence
Nintendo says it has sold 146M Switch consoles in 7.5 years, the user community has grown to 127M annual players, and Pokémon sales on Switch have reached 99M — Nintendo's executives gave a slide show that told the state of the Nintendo Switch game console.
Microsoft starts rolling out AI-powered text editing feature Rewrite in Notepad, and Generative Fill and Generative Erase features in Paint to Windows Insiders — Microsoft is adding AI-powered text editing to Notepad, the stripped-down text editor originally introduced in 1983.
Nvidia closed up 2.9% at $139.93, hitting a $3.43T market cap and surpassing Apple at $3.38T and Microsoft at $3.06T; NVDA is up 850% since the end of 2022 — Elon Musk Is Now X's Biggest Promoter of Anti-Immigrant Conspiracies … Hello World … Quicktake
Polymarket confirms paying US-based influencers, including large Instagram meme accounts, to promote election betting despite being banned in the US — - Content creators contacted by Polymarket's growth director — US audience targeted with ads despite ban on trade in US
CCDH: before the election, Elon Musk made 87 X posts that were debunked by fact-checkers, hitting 2B+ views; his political posts had 17.1B views since July 2024 — In the run up to the high-stakes 2024 presidential election, Elon Musk has posted a blizzard of false and misleading claims …
The UK CMA says it would approve the £15B Vodafone-Three merger if they commit to investing £11B to upgrade the UK's network, ahead of a December 7 decision — - CMA calls for short term protections to prevent price hikes — The £15 billion ($19.5 billion) …
An analysis of 800 US adults' TikTok feeds: female users received ~11% more content about Harris than men did, and saw 40% more Harris campaign videos than men — When we asked Post readers to send us their TikTok viewing histories, we found distinct differences in political news shown to men and women.
The US fines GlobalFoundries $500K and says it sent 74 shipments worth $17.1M to SJ Semiconductor, an affiliate of SMIC, without seeking a license — The U.S. said on Friday it imposed a $500,000 penalty on New York-based GlobalFoundries (GFS.O), the world's third-largest contract chipmaker …
Q&A with Kay Koplovitz about her transition to VC with Springboard after the sale of USA Networks, why women-led startups are underestimated, DEI, and more — Kay Koplovitz still remembers her first negotiation. Her family was moving from one suburb of Milwaukee to another in the middle …
Sources: the production of a cheaper version of Vision Pro has been delayed beyond 2027; Apple's only new headset in 2025 will be the Vision Pro with an M5 chip — As I understand it, production of the cheaper Vision Pro has been delayed beyond 2027 for a while now. This means Apple's only new head-mounted display device in 2025 will be the Vision Pro with an upgraded M5 processor. I think what really drove Apple to delay the cheaper
Sources: iOS 18.2 may arrive during the week of December 2; thoughts on the Mac mini as a gaming device, the Pixelmator deal, Q4 earnings, and Peloton's new CEO — The new Mac mini could become Apple's long-awaited answer to the PlayStation and Xbox. Also: The company's next AI features …
Kathrin Hille / Financial Times : TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of s...
