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.”
““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.””
“A novel contribution arises that is proportional to the phase derivative of the levels broadening.”
“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 study focuses on atomic calculations employing noninteger Slater-type orbitals. Analytic derivatives of the energy functional are not readily available for these orbitals.”
“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 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 $R$ 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.”
“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 finds a nearly-flat nondegenerate unstable branch associated with inplane rotations of the IrO₆ octahedra and that phases with rotations in every IrO₆ layer are lower in energy.”
“”
“Biaxial strain acts as a tuning parameter for Fermi surface topology and magnetic correlations.”
“”
“The article likely discusses the experimental setup, the theoretical framework, the results of the spin sensing, and the implications of the findings for understanding altermagnetism and potential applications.”
“The article likely discusses the experimental methods used to observe these channels, the materials used, and the properties of the observed channels, such as their conductance and stability.”
“The study reveals a transformation from a 4a0 × 4a0 CDW order to a √7a0 × √3a0 ordering upon intercalation, associated with an insulating gap.”
“The paper details the application of these paradigms across the digital chip design flow, including the construction of agentic cognitive architectures based on multimodal foundation models, frontend RTL code generation and intelligent verification, and backend physical design featuring algorithmic innovations and tool orchestration.”
“The transition from disordered fluorite to ordered bixbyite is driven primarily by compositional and vacancy-ordering effects, rather than through changes in cation valence.”
“The article likely discusses the supply and demand dynamics of AI chips and their impact on the cost of consumer electronics.”
“”
“The paper uncovers an isospin cascade sequence of phase transitions that gives rise to a rich variety of ordered states, including electronic crystal phases with non-zero Chern numbers.”
“a fatal design flaw”
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