Some consider Elon Musk a visionary, others a skilled grifter. Regardless of his supposed merits or de-merits, one has to concede that Musk is one of the most influential voices in the world right now, and when he enunciates his vision about the future of smartphones, everyone should pay attention. Elon Musk's vision resembles Plato's cave: "You’ll have AI on the server side communicating with AI on your device - formerly known as a phone - and generating real-time video of anything you could possibly want" Elon Musk was a participant in a recent Joe Rogan podcast, where he discussed […]

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Samsung and NVIDIA are now significantly enhancing their 25-year collaborative relationship by undertaking a project to build a full-fledged AI factory, equipped with over 50,000 NVIDIA GPUs. In addition, the two behemoths continue to collaborate with each other in diverse spheres, including HBM4, EDA tools, and AI-RAN. Samsung to deploy 50,000 NVIDIA GPUs within its AI Megafactory Samsung has partnered with NVIDIA to deploy 50,000 of NVIDIA's GPUs: "By deploying more than 50,000 NVIDIA GPU’s, AI will be embedded throughout Samsung's entire manufacturing flow, accelerating development and production of next-generation semiconductors, mobile devices and robotics." Samsung intends to use this […]

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Apple has deftly managed its geopolitical risk exposure by negotiating a broad-based import tariff exemption from the Trump Administration. Even so, the Cupertino giant has not been able to fully neutralize the impact of the US import tariffs, courtesy of its labyrinthine and sprawling global supply chain. Apple faced $1.1 billion in tariff-related costs in its fiscal Q4 2025 Apple adopted a 2-pronged strategy to deal with US import tariffs and trade war: Moreover, Apple is also planning to: As such, Apple has already started shipping its US-made servers to its datacenters, where they will help power features such as […]

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Apple's iPhone product segment missed consensus expectations of analysts for the just-concluded fiscal fourth quarter of 2025, largely due to transitory weakness in iPhone 17 sales. Now, however, Apple has not only given a reasonable explanation behind this miss, but also offered surprising guidance for the ongoing December-ending quarter. Apple to experience its best ever December-ending quarter As we noted in our dedicated post on the topic, Apple's iPhone revenue missed expectations for its fiscal Q4 2025, which were pegged at $50.19 billion vs. the $49.03 billion haul that the Cupertino giant reported for the three-month period. During the earnings call, […]

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Ever since Apple announced its AI strategy revamp under the Apple Intelligence banner, there has been a perception that the company is struggling to maintain a swift pace with its lofty ambitions. There are increasing signs, however, that Apple is making some much-needed headway in this sphere, as per the tidbits gleaned from Apple's Q3 2025 Earnings Call. Apple Intelligence: A winding road ahead Do note that Apple has been working to introduce a number of key Apple Intelligence features with its Spring 2026 iOS update (iOS 26.4 most likely). These include: Of course, Apple Mac users can already enjoy […]

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Apple has just announced the earnings for its fiscal Q4 2025, reporting $102.47 billion in total revenue, which includes $49.03 billion from iPhones and $28.75 billion from services, and $27.47 billion in net profit. Apple Fiscal Q4 2025 Earnings: iPhones and services show growth Here are the key highlights from Apple's latest quarterly earnings release: For the full fiscal year 2025, Apple earned $416.16 billion in revenue, corresponding to a year-over-year increase of 6.42 percent relative to $391.04 billion that it earned in its last fiscal year. During the just-concluded fiscal year 2025, Apple earned $307 billion from its products […]

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After releasing a bespoke self-repair manual for each of its iPhone 17 models, Apple has now made available the spare parts for the new lineup, and some of those are, unsurprisingly, quite pricey. Apple has now made available the key spare parts for the iPhone 17 lineup via its Self-Service Repair Store Before going further, do note that the self-repair manuals and these spare parts have constituted a significant component of this year's iFixit score improvements, albeit very slight ones, for the new Apple hardware. The following spare parts are now available in Apple's Self-Service Repair Store for the base […]

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iFixit has just published a nearly 6.5-minute video on YouTube detailing the repairability metrics for the new Apple M5 iPad Pro, concluding that the device remains one of the least repairable hardware products from Apple. However, the new self-service tools do manage to boost its overall repairability score. iFixit: "At just 5.1mm thickness, it's thinner than an iPhone Air, which means the screen is mounted flush against the internals" iFixit has noted the following about the new M5 iPad Pro: On the whole, iFixit has pegged a 5/10 provisional repairability score to the new M5 iPad Pro. The M5 iPad […]

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Morgan Stanley is raising alarm bells around SK Hynix's rapidly depleting DRAM inventory, which is now at effective "sold-out" levels as the AI-driven demand for high-bandwidth memory (HBM) - a type of DRAM - continues to corner an ever greater proportion of the global memory wafer capacity. SK Hynix: "DRAM (DDR5) inventory is down to about two weeks, effectively at a 'produce-and-ship' level" Morgan Stanley is sounding the proverbial gong today as SK Hynix's DRAM inventory levels continue to sink to the bottom-of-the-barrel levels. Before going further, do note that SK Hynix disclosed its earnings for the third quarter of […]

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Samsung has reported its earnings for the third quarter of 2025, reporting broadly upbeat results on the back of the ongoing chip boom. Samsung Electronics Q3 2025 Earnings Highlight Here are the main highlights of the South Korean giant's latest quarterly earnings: Outlook: Commentary: Samsung Electronics has delivered an all-round pristine result for its third quarter of 2025, posting healthy growth in all segments, barring its Visual Display and Digital Appliances division, where Digital Appliances induced a modest year-over-year weakness of around 1 percent. Unsurprisingly, given the emerging dynamics in the memory business, the division recorded the most aggressive growth […]

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The first-generation AirPods Pro have been hounding Apple ever since their launch back in 2019, which quickly gave way to persistent crackling or static complaints, prompting a lawsuit in November 2024. Now, however, Apple seems to have secured a partial victory of sorts by managing to have the scope of the lawsuit severely restricted. Apple only needs to defend itself against the fraud by omission claim in the AirPods Pro crackling lawsuit Before going further, let's recap what has happened in this lawsuit so far: Now, Judge Noël Wise has handed a partial victory to Apple by throwing out the […]

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Samsung finally removed the proverbial wraps on its much-anticipated Galaxy Z TriFold on Tuesday, revealing a fairly thin triple-folding smartphone that unfurls to a nearly 10-inch display. In fact, given the smartphone's apparent dimensions, it is fairly plausible that it is using silicon-carbon (Si/C) batteries, apparently confirming a week-old rumor. Samsung Galaxy Z TriFold is between 12mm and 15mm thick in its compact form, a feat that is difficult to achieve without silicon-carbon (Si/C) batteries As we noted earlier this week, Samsung displayed the Galaxy Z TriFold, albeit behind a glass panel, at the "K-Tech Showcase" on October 28 in the […]

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As AI-driven demand for high bandwidth memory (HBM) shows no sign of abating, the market forces are now exercising their influence to correct this imbalance, and smartphone-critical LPDDR5X prices are set to explode as a result. TrendForce has raised its general DRAM price forecast for Q4, which affects smartphone-critical LPDDR5X as well We noted recently that the soaring demand for HBM within datacenter servers was tightening available wafer capacity, especially as the die size for HBM is between 35 percent and 45 percent larger than that for a comparable DRAM. Well, as per a new TrendForce report, this paradigm is now […]

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With the flak that Apple is reportedly receiving for its ultra-slim iPhone Air, there was an evolving consensus for a time that Samsung would simply trash its upcoming Galaxy S26 Edge. However, new reporting from the Netherlands now indicates that the project is not only alive but thriving, and is all set to debut next year, albeit with a hefty delay. Samsung Galaxy S26 Edge is likely to debut months after the rest of the S26 variants To wit, the Netherlands' GalaxyClub is now reporting that Samsung continues to develop a smartphone under the relatively silly alias of "More Slim." […]

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A new Geekbench 6 test is doing the rounds today on social media, showing the raw performance of what appears to be the final configuration of Samsung's upcoming flagship Exynos 2600 chip. Unfortunately, the chip fails to exceed the proven benchmark scores of Qualcomm's Snapdragon 8 Elite Gen 5, but manages to significantly narrow down the erstwhile performance gap between the two SoCs. Samsung Exynos 2600 falls behind Qualcomm's Snapdragon 8 Elite Gen 5 in both single-core and multi-core GeekBench 6 tests First, let's go over the Exynos 2600 setup used in the test: For comparison, here is the CPU […]

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Apple is finally getting ready to introduce OLED displays in a wider range of its products. However, don't expect a broad-based debut soon, especially given the Cupertino giant's tendency to move at a glacial pace when introducing new technology. Apple is gearing up to introduce OLED displays in the future versions of the MacBook Air, iPad Air, and iPad mini, with water resistance added for good measure Bloomberg's legendary tipster, Mark Gurman, is out with another scoop today, focusing on a much-anticipated display overhaul for the MacBook Air, iPad Air, and iPad mini, all of which are now slated to […]

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Google appears to be playing it safe with its upcoming budget offering, the Pixel 10a. If the latest CAD renders are anything to go by, the tech giant is eschewing flashy design changes and opting for a predictable, if somewhat boring, overall design language. Almost nothing appears to have changed between the Pixel 9a and the upcoming Pixel 10a, as per the new CAD renders As per the CAD renders published by the X user OnLeaks on behalf of Android Headlines, the following can be easily concluded: As for the budget offering's rumored specs, the following is known at the […]

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In the ongoing high-stakes court battle between Oppo and Apple, the former has only a few hours left to complete a transfer of required documents and device forensic reports on an ex-Apple engineer who stands accused of stealing proprietary intellectual property (IP) at the behest of Oppo. Apple accuses Oppo of using its former employee, Chen Shi, to steal Apple Watch secrets Before going further, let's summarize what has happened in this high-stakes saga so far: Apple is asking the court for injunctive relief on four counts: For its part, Oppo maintains that it has conducted a comprehensive search of […]

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OpenAI has been working for quite a while now with the famous Apple designer, Jony Ive, to come up with a consumer AI device, one that would supposedly render smartphones obsolete, devastating Apple's legendary moat around its iPhones in the process. Now, we have just received the clearest sign yet that OpenAI is indeed working on such a device. What's more, Microsoft will no longer exercise any influence over the upcoming "Apple iPhone killer." OpenAI and Microsoft have successfully renegotiated their tie-up, removing the latter's influence over the former's upcoming "Apple iPhone killer" consumer device, among other things Microsoft and […]

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With the iPhone 17 lineup now in the hands of consumers, the legendary rumor mill, which typically revolves around Apple's new products, is naturally shifting its focus towards next year's lineup. The iPhone 18, as well as the much-anticipated iPhone 20, which is due in 2027 and would commemorate 20 years since the first iPhone launched all the way back in 2007. Now, a new rumor suggests that Apple is transitioning towards simplified buttons in stages. The iPhone 18 lineup is likely to adopt a less complicated mechanical button for camera control, which will be replaced entirely by solid-state buttons […]

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What should one do when reputed analysts continue to contradict each other? After all, this is exactly what is now happening with the Apple iPhone Air, with one group of analysts asserting that demand remains healthy, while the other continues to sound the proverbial death knell for the ultra-slim iPhone variant. TD Cowen does not see Apple reducing the production cadence for the iPhone Air, contradicting KeyBanc Capital and Ming-Chi Kuo A TD Cowen report over the weekend claimed that the Cupertino giant was not changing its production cadence for the iPhone Air, using "field work" as a confirmation mechanism […]

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Apple is expected to debut the iPhone 17e in a matter of months - the spring of 2026, to be more specific. It is hardly a surprise, therefore, that the rumor mill apropos the new iPhone is now going into a relative overdrive. A tipster claims Apple will bring its signature dynamic island to iPhone 17e, while retaining a 60Hz display refresh rate A tipster who goes by the username Digital Chat Station on Weibo reported earlier today that Apple's iPhone 18 Pro and Pro Max are likely to feature a 48MP telephoto camera with a larger aperture on top […]

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Apple's 2027 iPhone lineup is still a bit further away, with as many as 6 different iPhones expected to launch in the interim, including at least one in the form of a foldable. Even so, the buzz around the 20th anniversary iPhone lineup remains as effervescent as ever, buoyed by the growing number of bells and whistles that the lineup is expected to sport. Apple's iPhone 20 lineup rumored to get LOFIC camera tech Apple is likely to skip the number 19 and jump straight to the number 20 for its iPhones launching in 2027. The move is expected to […]

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Samsung is finally gearing up to unveil its first triple-folding smartphone, dubbed the Galaxy Z TriFold, at the sidelines of the ongoing APEC summit in the South Korean city of Gyeongju. Samsung has beefed up security at its APEC booth ahead of the Galaxy Z TriFold unveil this week According to the South Korean publication, Hankyung, Samsung has beefed up security at its APEC booth, going so far as to install security personnel at the entrance to its booth, ahead of the Galaxy Z TriFold unveil this week. According to the publication, the much-anticipated triple-folding from Samsung will be unveiled […]

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In a development that is reminiscent of the infamous Galaxy Note 7 saga, a Samsung Galaxy S25+ just caught fire in South Korea after it failed to charge. A user posted on Samsung's Community Forum that his Galaxy S25+ caught fire after failing to charge A person who goes by the username "Chew ee jan" posted on Samsung's Community Forum yesterday that he was holding his Galaxy S25+ in his hand - presumably to investigate its failure to charge - as the smartphone's temperature soared, and he heard a "puck" sound. As the user threw his phone on the floor, […]

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AI-related demand for high-bandwidth memory (HBM) is now producing tangible aftershocks across the global semiconductor industry. This is tightening wafer foundry capacity and squeezing out the supply of DRAMs often used in smartphones' SoCs, such as the DDR5. And, MediaTek is likely to be the first major SoC manufacturer to be affected. LPDDR5x delivery period is now stretching out to between 26 and 39 weeks, which means orders placed right now won't be delivered until the middle of 2026 As per a report by Taiwan's Commercial Times, the high demand for HBM is now affecting the smartphone SoC manufacturers in […]

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Xiaomi President, Lu Weibing, tried to deflect the criticism over the pricing of the new Redmi K90 smartphone lineup by blaming "storage costs" for the price hikes. Xiaomi President: "We cannot change the trend of global supply chains, and the rise in storage costs is much higher than expected and will continue to increase" In a recent Weibo post, Lu Weibing claimed that Xiaomi "cannot change the trend of global supply chains, and the rise in storage costs is much higher than expected and will continue to increase." There is some merit to this assertion. After all, According to a […]

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Apple is reportedly moving ahead with its plans to aggressively monetize the iOS ecosystem, with the Maps app rumored to be next in line for the advertisement ingress. Mark Gurman: Apple plans to bring advertisements to the Maps app Bloomberg's Mark Gurman was in a particularly divulgatory mood in his latest "Power On" newsletter, disclosing the possibility of a vapor chamber in the next iPad Pro and the likelihood of an advertisement ingress into the Maps app on iOS. To wit, Gurman believes that after Apple introduced advertisements within its App Store, the Maps app on iOS is now slated […]

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iFixit has finally published its much-awaited teardown of the new Apple M5 MacBook Pro, disclosing a few interesting tidbits regarding the newest MacBook. iFixit: M5 MacBook Pro has a 72.6Wh battery pack, replacing most components is still a chore iFixit's M5 MacBook Pro teardown has revealed the following information: Meanwhile, we reported recently that the M5 MacBook Pro's single fan and heatpipe setup failed to provide adequate cooling during the very intensive Cinebench 2024 benchmarking test. Even so, the M5 MacBook Pro managed to outperform its predecessor by maintaining a core average temperature of 98.95 degrees Celsius vs. the M4 […]

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The Apple iPhone Air is defying pronouncements of an imminent death knell for now, managing to hold up quite well in the used phone market of the US. Data from SellCell indicates that the Apple iPhone Air is managing to go toe-to-toe with the iPhone Pro Max in the US We recently compared the trade-in prices of the Apple iPhone Air and its Pro Max counterpart on the used phone market, SellCell. To ensure an apple-to-apple (pun intended) comparison, we applied the following search conditions: As is evident from the above snippet, the iPhone Air is currently commanding a resale […]

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