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。”
“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”
“Here are the gadgets we've seen at CES 2026 so far that really take the "intelligence" out of "artificial intelligence."”
“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.”
“As of Dec. 31, you can get the Oral-B iO Series 5 electric toothbrush for $99.99, down from $149.99, at Amazon.”
““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 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.”
“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 article likely discusses the supply and demand dynamics of AI chips and their impact on the cost of consumer electronics.”
“”
“a fatal design flaw”
“Some things really are too good to be true, like this GaN charger from eBay.”
“Real-time in-situ X-ray photoelectron spectroscopy (XPS) reveals a sharp transformation from a $V^{5+}$-dominated surface to mixed valence states, dominated by $V^{4+}$, and a recovery of its metallic character.”
“According to Interface News, the Xiaomi 17 Ultra Leica Edition was sold out within hours of its pre-sale launch, leading to price speculation on second-hand platforms.”
“The study reveals pronounced optical anisotropy and the emergence of hyperbolic regime in the NIR.”
“Copper King Ascends?”
“Laser-induced breakdown spectroscopy confirmed the presence of metal ions in each freshly grown sample despite all these crystals undergoing physical deformation with different lifetimes.”
“Samsung Electronics Plans to Launch Application Processors with Self-Developed GPUs as Early as 2027”
“”
“The study investigates the electrical control of optically active single spin qubits in ZnSe.”
“LG Electronics Japan will release the 26.5-inch '27GX790B-B' as a new model in the 'UltraGear OLED' series of gaming monitors equipped with organic EL.”
“The Aurzen D1R Cube Roku TV projector is fast, bright, and surprisingly fun.”
“An AirTag battery failure at the wrong time can leave your gear vulnerable.”
“The Dreo Smart Wall Heater did a great job keeping my family warm all last winter, and it remains a staple in my household this year.”
“The research focuses on the photoexcitation of moiré-trapped interlayer excitons.”
“The context mentions a study focusing on interfacial charge transfer and electronic structure modulation in ultrathin graphene P3HT hybrid heterostructures.”
“The OnePlus Pad Go 2 is officially available for sale, and my first week's experience has been positive - with only a few caveats.”
“Co2MnZ (Z = Al, Si, Ga, Ge, Sn) Heusler alloys are investigated.”
“The article's subject is High-quality and field resilient microwave resonators on Ge/SiGe quantum well heterostructures.”
“”
“The research focuses on the development of an ultra-fast, machine-learned interatomic potential for simulating the epitaxial growth of MoS2.”
“The article's focus is Anomalous Transport In Low Dimension Materials.”
“The article's focus is on discrete-time modeling for analogue controlled PWM converters.”
“Heterostructure Design in Two-Dimensional Perovskites by Sequential Recrystallization”
“The article describes a system for automatically detecting the color sequence of wires in a harness.”
“”
“"Democratization is the name of the game for us," says Björn Manuel Hegelich, founder and CEO of TAU Systems in Austin, Texas. "We want to get these incredible tools into the hands of the best and brightest and let them do their magic."”
“A discontinuous Galerkin approach for simulating graphene-based electron devices via the Boltzmann transport equation”
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