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 …”
“Click to view original article >”
““Hello, I am a practicing physician and and only have a novice understanding of programming... At this point, I’m already saving at least a thousand dollars a year by not having to buy an AI scribe, and I can customize it as much as I want for my use case. I just wanted to share because it feels like an exciting time and I am bewildered at how much someone can do even just in a weekend!””
“Gemini 3 Pro performed the best. It set up the fallback and cache effectively, with repeated generations returning in milliseconds from the cache. The run cost $0.45, took 7 minutes and 14 seconds, and used about 746K input (including cache reads) + ~11K output.”
“The paper identifies physical theories as least fixed points of admissibility constraints derived from Galois connections.”
“The conditional entropy or code length in many cases continues to decrease with context length at least to $N\sim 10^4$ characters, implying that there are direct dependencies or interactions across these distances.”
“BEDA consistently outperforms strong baselines: on CKBG it improves success rate by at least 5.0 points across backbones and by 20.6 points with GPT-4.1-nano; on Mutual Friends it achieves an average improvement of 9.3 points; and on CaSiNo it achieves the optimal deal relative to all baselines.”
“The non-perturbative treatment is essential, at least at lowest order, in the SU(3) sector of $KN$ scattering.”
“SiLRI effectively exploits human suboptimal interventions, reducing the time required to reach a 90% success rate by at least 50% compared with the state-of-the-art RL method HIL-SERL, and achieving a 100% success rate on long-horizon manipulation tasks where other RL methods struggle to succeed.”
“FHDR outperforms the best-known algorithms by at least an order of magnitude in execution time and up to several orders of magnitude in terms of the number of interactions required, establishing a new state of the art for scalable interactive regret minimization.”
“Nearly all evaluated jailbreak techniques can be detected by at least one safety filter.”
“Nearly all users ($ > 99\%$) encounter at least one ad tracker or third-party cookie over the observation window.”
“The paper derives least squares estimators for the drift, diffusion, and jump-diffusion coefficients and establishes their asymptotic rate of convergence.”
“Our method achieves positive $R^2$ during the Gulf War recession while benchmarks are negative, and improves $R^2$ in absolute terms by at least 80bps during the 2001 recession as well as superior performance during the 2008 Financial Crisis.”
“FedOLF achieves at least 0.3%, 6.4%, 5.81%, 4.4%, 6.27% and 1.29% higher accuracy than existing works respectively on EMNIST (with CNN), CIFAR-10 (with AlexNet), CIFAR-100 (with ResNet20 and ResNet44), and CINIC-10 (with ResNet20 and ResNet44), along with higher energy efficiency and lower memory footprint.”
“Any tropical circuit calculating the optimal value of a Traveling Salesperson round tour uses at least $2^{Ω(k \log \log k)}$ gates.”
“OLS can withstand up to $k \ll \sqrt{np}/\log n$ sample removals while remaining robust and achieving the same error rate.”
“The paper establishes improved upper and lower bounds on γ(C_ℓ^k) for general ℓ not divisible by k. It also determines the exact value of γ(C_ℓ^k) for integers ℓ not divisible by k in a set of (natural) density at least φ(k)/k.”
“Tool calling wise **gpt-oss** is leagues ahead of all the others, at least in my experience using them”
“When you're the 'Castaway' of your own apartment, but at least your volleyball answers back. 🏐🗣️”
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“Reasoning traces in non-Latin scripts show at least twice as much misalignment between their reasoning and conclusions than those in Latin scripts.”
“The paper verifies Sierpinski's Hypothesis H1 for the first $n \leq 4,553,432,387$ and demonstrates partial results for larger n, such as at least one quarter of the rows containing a prime.”
“88% of companies will regularly use AI in at least one business operation by 2025.”
“The paper proves that in the subcritical regime the cluster-size distribution has exponentially decaying tails, whereas in the supercritical regime the percolation probability grows at least linearly with respect to λ near criticality.”
“PALB exhibits empirical log-linear scaling.”
“Cisco is advancing advanced initiatives not only in areas such as networks and endpoints in the field of cybersecurity, but also in the relatively new area called AI security.”
“Doubao's UG and marketing expenses are the lowest among all ByteDance products that have exceeded 100 million DAU.”
“When stability holds, the ordinary least-squares estimator satisfies a central limit theorem, and classical Wald-type confidence intervals -- designed for i.i.d. data -- become asymptotically valid even under adaptation, \emph{without} incurring the $\\sqrt{d \\log T}$ price of adaptivity.”
“Fast and Exact Least Absolute Deviations Line Fitting via Piecewise Affine Lower-Bounding”
“Learn more about the AI tips and tools Google shared in 2025.”
“The article's focus is on spectral analysis of HD-PLS.”
“Each time you’ve heard a borderline outlandish idea of what AI will be capable of, it often turns out that Sam Altman was, if not the first to articulate it, at least the most persuasive and influential voice behind it.”
“The study focuses on label scarcity and structural properties.”
“MiniScope is a least privilege framework for authorizing tool calling agents.”
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“And if all our predictions and expectations are wrong, we will use the last of our funding for a magnificent farewell dinner for all our investors. You’ll have lost your money, but at least you’ll…”
“the final learned representations are simply given by PCA.”
“In version 2, the challenges have been calibrated with humans such that at least 2 humans could solve each task in a reasonable task, but also adversarially selected so that frontier reasoning models can't solve them.”
“The article's core argument is that code hallucinations are the least dangerous.”
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“Lung cancer screening via computed tomography (CT), which provides a detailed 3D image of the lungs, has been shown to reduce mortality in high-risk populations by at least 20% by detecting potential signs of cancers earlier.”
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“At least four Google AI researchers have joined OpenAI.”
“Will looks at a trio of pieces from the New York Times that appear to be buttering up the readership to place the blame squarely on those least responsible, plus time well-spent on a profile of the most annoying people on Earth!”
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“The show notes for this episode can be found at twimlai.com/talk/333/, where you’ll find links to both of these papers!”
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