Apple Faces Capacity Constraints: AI Boom Shifts TSMC Priority Away from iPhones
Analysis
Key Takeaways
“But now the iPhone maker is struggling …”
“But now the iPhone maker is struggling …”
“旭化成エレクトロニクスとAizipは、センシングとAIを活用した「リアルタイム嚥下検知技術」と「ジェスチャー認識技術」に関する協業を開始した。”
“Transformer models form internal "circuitry" that processes specific information through designated pathways.”
“CES 2026 is in full swing in Las Vegas, with the show floor open to the public after a packed couple of days occupied by press conferences from the likes of Nvidia, Sony, and AMD and previews from Sunday’s Unveiled event.”
“The annual tech showcase in Las Vegas was dominated by “physical AI” and robotics”
“このMCPサーバーとClaude DesktopなどのAIエージェントを連携させることで、「契約大臣」を自然言語で操作できるようになります。”
“Here are the gadgets we've seen at CES 2026 so far that really take the "intelligence" out of "artificial intelligence."”
“「ChatGPT ヘルスケア」の登場で日本のUbieは戦えるのか?”
“AMD introduced the Ryzen AI 400 Series processor (below), the latest iteration of its AI-powered personal computer chips, at the annual CES electronics conference in Las Vegas.”
“OpenAI and Perplexity recently launched their own web browsers, while Microsoft has also launched Copilot AI tools in its Edge browser, allowing users to ask chatbots questions while browsing content.”
“Ludens AI showed off its AI companions Cocomo and INU at CES 2026, designing them to be a cute presence rather than be productive.”
“As Samsung announces new products for 2026, a key exec talks about how it’s prepared for the next 20 years in TV.”
“CES 2026,打响今年AI第一枪 (CES 2026, firing the first shot for AI this year).”
“三星显示将在CES 2026期间面向全球客户举办一场私人展览,集中展示多款OLED概念产品。”
“According to tech website TheVerge, the 2026 International Consumer Electronics Show (CES) will open in Las Vegas on January 6.”
“AI chips, humanoid robots, AI glasses, and AI home appliances—this article gives you an exclusive preview of the core highlights of CES 2026.”
“"AI glasses must first solve the problem of whether users can wear them stably for a whole day. If this problem is not solved, no matter how cheap it is, it is useless."”
“Expect plenty of laptops, smart home tech, and TVs — and lots of robots.”
“Analysts warn that prices of smartphones, laptops, and home electronics could increase by 10% to 20% overall by 2026.”
“The predicted melting temperature of 6225 K at 330 GPa.”
“Standard methods capture the qualitative electride character and many key energetic and structural trends with surprising reliability.”
“The paper highlights that the heavy mass of Te atoms, weak Sn-Te bonding, and flat acoustic branches are key factors contributing to the ultralow lattice thermal conductivity.”
“As of Dec. 31, you can get the Oral-B iO Series 5 electric toothbrush for $99.99, down from $149.99, at Amazon.”
“The electron energy spectrum exhibits a clear signature of the quantum coherence and sensitivity to the transition frequency of the emitter.”
““We present a circuit-free, wholly optical approach using diffraction from a skin-interfaced nanostructured surface to detect minute skin strains from the arterial pulse.””
“The avalanche multiplication factor is sufficiently high ($G_ ext{av} \approx 1.3 \cdot 10^5$) to convert a mere 5.5 A seed current into macroscopic RE beams of $\approx 0.7$ MA when large amounts of impurities are present.”
“”
“A novel contribution arises that is proportional to the phase derivative of the levels broadening.”
“Electron beams with an energy spread of 1% can be generated with the energy transfer efficiency of 10% to 30% in a large parameter space.”
“The paper provides direct experimental evidence of a pseudo-electric field that results in an unusual dynamic strain-induced Hall response.”
“The hybridization of Fe 3d and half-filled Ta 5dz2 orbitals suppresses the Mott insulating state for an adatom at the center of a CDW cluster.”
“The paper obtains mean-field analogues of momentum distribution formulas for electron gas in high density and metallic density limits, and applies to a general class of singular potentials.”
“The resulting acceptor layer achieves a striking Δn response time as short as 9 fs, approaching a single optical cycle, and is further tunable to sub-cycle timescales.”
“The paper discusses two approaches for extracting the QGT: quasi-QGT and pseudospin tomography.”
“Using rhodium-doped strontium titanate (SrTiO3:Rh) solar water-splitting nanoparticles, we directly image the carrier densities concentrated at oxygen-vacancy surface trap states.”
“The study focuses on atomic calculations employing noninteger Slater-type orbitals. Analytic derivatives of the energy functional are not readily available for these orbitals.”
“The simulations produce strong upper-chromospheric heating, multiple shock fronts, and continuum enhancements up to a factor of 2.5 relative to pre-flare levels, comparable to continuum enhancements observed during strong X-class white-light flares.”
“Closed-form formulas for electron current and HHG spectra are presented. Based on the developed theory, we provide an analytic explanation for key features of HHG yield and show that the interband mechanism of HHG prevails over the intraband one.”
“The paper proves the existence of guided electromagnetic waves at the interface of two honeycomb photonic crystals, resembling edge states in electronic systems.”
“The observation of a stacked quantum Hall effect (QHE) and a nonlinear Hall effect (NLHE) provides supporting evidence for the anticipated valley contrasted Berry curvature, a typical signature of a spin valley locked state.”
“The paper develops a relativistic generalization of the Lindblad master equation to model the electron's radiative dynamics.”
“The device achieves an open-circuit voltage up to 0.6 V, a responsivity of 809 mA/W, and a fast response time of 18.3 us.”
“V doping enhances Ti-O covalence and introduces mid-gap states, resulting in a reduced band gap and improved charge transfer.”
“The prototypes exhibited excellent performance, achieving a time resolution of 25 ps and a light yield of 10^4 photoelectrons, both substantially surpassing the design requirements.”
“The $R$ and $ρ$ of $Cu/Ge/SiO_2$ films were found to degrade much more slowly than similar characteristics of $Cu/SiO_2$ films of the same thickness.”
“The specific symmetry of 2D materials can induce a significant linear exciton Hall (Nernst) effect even without Berry curvature.”
“The article is based on DFT+DMFT calculations, a computational method.”
“The paper reviews how the fractionalized Fermi Liquid (FL*) state, which dopes quantum spin liquids with gauge-neutral electron-like quasiparticles, resolves both difficulties.”
“Cr doping drives a transition to an A-type AFM phase that breaks Kramers spin degeneracy and realizes a g-wave altermagnetic state with large nonrelativistic spin splitting near the Fermi level. Importantly, this spin splitting can be deterministically reversed by polarization switching, enabling electric-field control of altermagnetic electronic structure without reorienting the Neel vector or relying on spin-orbit coupling.”
“The paper defines squeezed cobosons as eigenstates of a Bogoliubov transformed coboson operator and derives explicit expressions for the associated quadrature variances.”
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