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Against the backdrop of geopolitical risk in Taiwan, Apple has reached a preliminary agreement to bring Intel on board as a second manufacturing base for its AI-oriented advanced chips, reducing its reliance on TSMC. This agreement represents a strategic move by Apple to secure multiple domestic supply sources for its self-designed chips and stabilize its supply chain.
Numbers showing more than 18% power reduction and more than 9% performance improvement are pushing Intel Foundry back into the center of the leading-edge process race. Intel 18A-P, unveiled at VLSI 2026, is a refined version of 18A built on the foundation of RibbonFET and PowerVia. Meanwhile, TSMC N2 surpasses Intel 18A in transistor density, holding the lead in advanced manufacturing. On top of this, reports of Apple evaluating an entry-level M-series chip and Google considering advanced packaging are converging, and the axis of competition is beginning to expand from "the finest process" to "sufficient efficiency and supply diversification."
A report has emerged suggesting that OpenAI is working with MediaTek and Qualcomm to develop AI agent-centric smartphone processors, with Luxshare as an exclusive partner, aiming for mass production in 2028. This suggests that discussions about dedicated AI hardware have expanded from screenless devices to a redesign of the smartphone itself, potentially disrupting the existing smartphone market. OpenAI has integrated Jony Ive's team, signaling a direction toward designing its own device experiences for the AI era, though no concrete product plans have been announced.
As the overall notebook PC market contracts, Apple is sidestepping the impact of rising DRAM costs thanks to its unified memory architecture, and is projected to grow 21.7% in 2026—overtaking Dell to claim the world's No. 3 spot. Windows machines, by contrast, are passing soaring DRAM prices on to consumers, eroding their competitiveness in the market.
Apple announced Tim Cook's retirement as CEO and John Ternus's appointment as his successor, but simultaneously promoted Johny Srouji to chief hardware officer, moving ahead with a reorganization of the hardware division. This signals a shift toward a structure that strengthens vertical integration of product implementation, unifying component-level technology development with hardware implementation in final products. As Cook shifts his focus toward policy engagement and other matters as executive chairman, Ternus—the cross-product hardware executive—takes over as the new CEO, allowing Apple to build its next-generation product execution structure while continuing its existing strategy.
It has emerged that Apple explored acquiring Lux Optics, the company behind the iPhone camera app "Halide," in the summer of 2025—a revelation that surfaced through a lawsuit between the app's co-founders. According to a report by The Information […]
Apple has quietly but fundamentally revamped the Mac purchasing process on its online store. The long-standing style of choosing from several 'standard configurations (base models)' with different specs has been abolished, and all users […]
The long-standing power structure in the semiconductor industry has reached a major turning point. In January 2026, an analysis by Citrini Research, based on survey data from Mercury Research and Bernstein Research, revealed that in the […]
Apple's AI strategy may only truly kick into gear in 2027. Apple, which has long remained silent and cautious, is finally poised to launch a full-scale offensive into the generative AI hardware space, according to reports from Bloomberg, T […]
There was once an absolute "hierarchy" in Silicon Valley. Apple, the driving force behind the smartphone revolution, was thought to be the unshakeable "most important customer (VIP)" of TSMC, the world's largest foundry. However, […]
