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

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 (Financial Times)

Financial Times:
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 (Mark Hachman/PCWorld)

Mark Hachman / PCWorld:
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 (Sarah Neville/Financial Times)

Sarah Neville / Financial Times:
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 (Dean Takahashi/VentureBeat)

Dean Takahashi / VentureBeat:
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 (Emma Roth/The Verge)

Emma Roth / The Verge:
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.