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☆ Inside Apple’s chip lab, home to the most ‘profound change’ at the company in decades
▼ + stars: | 2023-12-01 | by ( Katie Tarasov | ) www.cnbc.com time to read: +13 min

Its most advanced silicon is primarily manufactured by one vendor, Taiwan Semiconductor Manufacturing Company. "We built what we call the unified memory architecture that is scalable across products," Srouji said. Apple's silicon team has grown to thousands of engineers working across labs all over the world, including in Israel, Germany, Austria, the U.K. and Japan. The primary type of chip Apple is developing is known as a system on a chip, or SoC. Apple's senior director of hardware validation Godfrey D'Souza shows off an M3 SoC in an Apple chip lab in Cupertino, California, on November 14, 2023.

Persons: John Ternus, Srouji, we're, Katie Tarasov, Andrew Evers, Ben Bajarin, Bajarin, Apple, Apple there's, Pro Max, Kaiann Drance, That's, who's, Ternus, Nvidia —, Tesla, Stacy Rasgon, Apple's, Godfrey D'Souza, Sydney, they've, Rasgon, Apple's Srouji, It's Organizations: AMD, MU, Apple Watch, U.S, Apple, Intel, Taiwan Semiconductor Manufacturing Company, Microsoft, CNBC, Apple's, Amazon, Google, Tesla, Semiconductor, Creative, Pro, Triple, MacBook Air, Qualcomm, Nvidia, Bernstein Research, Sydney Boyo, Bluetooth, Broadcom, Samsung, Micron, Thursday Apple Locations: Cupertino , California, Israel, Germany, Austria, Japan, Silicon Valley, San Diego, Austin , Texas, AirPods, Taiwan, China, Arizona, Peoria , Arizona, Asia, Europe, U.S

☆ Microsoft introduces its own chips for AI, with eye on cost
▼ + stars: | 2023-11-15 | by ( Stephen Nellis | ) www.reuters.com time to read: +4 min

Microsoft said it does not plan to sell the chips but instead will use them to power its own subscription software offerings and as part of its Azure cloud computing service. Microsoft and other tech giants such as Alphabet are grappling with the high cost of delivering AI services, which can be 10 times greater than for traditional services such as search engines. The Maia chip, they said, is optimized for that work. Microsoft also said that next year it will offer its Azure customers cloud services that run on the newest flagship chips from Nvidia (NVDA.O) and Advanced Micro Devices. He said the Maia chip would allow Microsoft to sell AI services in the cloud until personal computers and phones are powerful enough to handle them.

Persons: Maia, OpenAI, Scott Guthrie, Ben Bajarin, Bajarin, Microsoft's Guthrie, Guthrie, Rani Borkar, Borkar, Stephen Nellis, Edmund Klamann Organizations: Reuters, Microsoft, REUTERS Acquire, Wednesday, Ignite, Nvidia, Devices, Amazon Web Services, Arm Holdings, Amazon, Taiwan Semiconductor Manufacturing, Thomson Locations: Redmond , Washington, Seattle, San Francisco

REUTERS/Dado Ruvic/Illustration Acquire Licensing RightsNov 8 (Reuters) - Semiconductor company Arm Holdings (O9Ty.F), on Wednesday gave a fiscal third-quarter sales outlook below Wall Street estimates, with the company attributing the forecast to a large deal that will likely land later than expected. Arm became publicly listed again in September after Japan's SoftBank Group (9984.T), which still owns more than 90% of Arm, sold off some of its shares. For the current fiscal third quarter, Arm expects a revenue range with a midpoint of $760 million, below analyst estimates of $767.84 million, according to LSEG data. Arm said that royalty revenue for the fiscal second quarter declined to $418 million, below analyst expectations of $420.3 million, according to data from Visible Alpha. Child told Reuters that Arm's second quarter royalty revenues still reflected a chip glut that affected the chip industry broadly.

Persons: Dado Ruvic, Japan's, Ben Bajarin, Jason Child, Child, Stephen Nellis, Max A, Yuvraj Malik, Aurora Ellis, Lisa Shumaker Organizations: REUTERS, - Semiconductor, Arm Holdings, Wednesday, Analysts, Creative, Reuters, Nvidia, Intel, Alpha, Thomson Locations: San Francisco, Bengaluru

☆ Apple expected to unveil new Macs as PC industry slump eases
▼ + stars: | 2023-10-30 | by ( Stephen Nellis | ) www.reuters.com time to read: +3 min

The new Apple Mac Studio computer and Studio Display are displayed shortly after going on sale at the Apple Store on 5th Avenue in Manhattan, in New York City, New York, U.S., March 18, 2022. Reuters last week reported that Nvidia also plans to jump into the PC market as early as 2025. At Apple, the Mac hit $40.18 billion in revenue for its fiscal 2022, or about 11% of its revenue. While that was up 14% from the previous fiscal year, sales this year have slowed along with the rest of the PC industry, which has suffered a post-pandemic slump. Bajarin said he thinks that supply constraints will lead Apple to focus on higher-end Mac models used by large businesses.

Persons: Mike Segar, Ben Bajarin, Bajarin, Stephen Nellis, Marguerita Choy Organizations: Apple Mac, Apple, REUTERS, Windows, Intel, IDC, Arm Holdings, Qualcomm, Reuters, Nvidia, Creative, Analysts, Taiwan Semiconductor Manufacturing, San, Thomson Locations: Manhattan, New York City , New York, U.S, San Francisco

☆ One of the biggest advances in this year's iPhones are the new Apple-made chips
▼ + stars: | 2023-09-12 | by ( Katie Tarasov | ) www.cnbc.com time to read: +1 min

Apple today unveiled the new iPhone 15 to plenty of fanfare. But there's also a big upgrade to the processor inside the 15 Pro and 15 Pro Max. The new A17 Pro chip, designed by Apple , will have a six-core central processing unit and a six-core graphics processing unit. Ubisoft's upcoming Assassin's Creed Mirage and Capcom's Resident Evil 4 Remake are both set to come to the iPhone 15 Pro in the next year. Advanced chips at this level are almost entirely made by Taiwan Semiconductor Manufacturing Co., or TSMC, and Apple is its largest customer.

Persons: there's, Max, Ben Bajarin Organizations: Apple, Creative, Taiwan Semiconductor Manufacturing Co Locations: China, Taiwan

☆ Apple's iPhone 15 launch clouded by China problems
▼ + stars: | 2023-09-12 | by ( Stephen Nellis | ) www.reuters.com time to read: +4 min

The iPhone made up more than half of Apple's $394.3 billion in sales last year, but it faces new challenges with selling in China, the Cupertino, California firm's third-largest market. Huawei wants to gain an edge on Apple with add-on features like satellite calling that relies on China's government-backed network. Apple's current iPhone lineup includes satellite capabilities, though they are meant only for emergency situations. "The truth of the matter is, we're in a very down smartphone market," said Bob O'Donnell, head of TECHnalysis Research. Reporting by Stephen Nellis in Cupertino, California; Editing by Peter Henderson and Lisa ShumakerOur Standards: The Thomson Reuters Trust Principles.

Persons: Dado Ruvic, Apple, Ben Bajarin, Bob O'Donnell, O'Donnell, Tim Cook's, Siri, Stephen Nellis, Peter Henderson, Lisa Shumaker Organizations: Apple, REUTERS, Rights, Huawei Technologies, Huawei, iPhones, Apple Watch, Creative, Counterpoint Research, TECHnalysis Research, Thomson Locations: Rights CUPERTINO , California, China, Cupertino , California

July 25 (Reuters) - Artificial intelligence is expected to pay off big for tech giants including Microsoft (MSFT.O) and Alphabet (GOOGL.O) someday. Microsoft is bearing AI costs in two ways, analysts said: to power its own products such as its forthcoming $30-a-month Copilot AI assistant, and to serve companies wanting to use its Azure cloud computing services to create AI products. "They're buying a bunch of H100s," said Ben Bajarin, chief executive and principal analyst of Creative Strategies, referring to Nvidia's flagship chips for AI. Microsoft may be "aggressively buying Nvidia chips, given Microsoft does not have its own silicon as an alternative," said Atlantic Equities analyst James Cordwell. "The message on inflection point was the same," from Microsoft and Google, said Gene Munster, managing partner at Deepwater Asset Management, "but the difference was Microsoft investors wanted to see more."

Persons: Ben Bajarin, Ruth Porat, Scott Kessler, James Cordwell, Porat, Gene Munster, Stephen Nellis, Akash Sriram, Anna Tong, Max Cherney, Yuvraj Malik, Greg Bensinger, Sayantani Ghosh, Richard Chang Organizations: Microsoft, Nvidia Corp, Creative, Google, Deepwater Asset Management, Thomson Locations: Atlantic, San Francisco, Bengaluru, New York

☆ Tim Cook bets his legacy on augmented reality
▼ + stars: | 2023-06-13 | by ( Clare Duffy | ) edition.cnn.com time to read: +11 min

David Paul Morris/Getty Images Cook speaks in front of an image of an iPhone 4S at Apple headquarters in 2011. Yui Mok/PA Images/Getty Images Tim Cook puts on a Boston Red Sox jersey before a baseball game between the Red Sox and the Detroit Tigers in June 2017. Justin Sullivan/Getty Images Tim Cook signs the box of a new iPhone X at an Apple Store in Palo Alto in November 2017. Andrew Harrer/Bloomberg/Getty Images Cook speaks via video conference at a House Judiciary subcommittee hearing on online platforms and market power in July 2020. In pictures: Apple CEO Tim Cook Prev NextFollowers of the company are divided on what the headset could ultimately mean for Cook.

Persons: Tim Cook, Steve Jobs, Cook, It’s, … it’s, ”, Margaret O’Mara, Andrew Burton, Phil Schiller, Jobs, David Paul Morris, Apple, Tom Williams, Marcio Jose Sanchez, Bono, Justin Sullivan, Tony Avelar, Stephen Lam, George Washington University's, Alex Brandon, Stephen Colbert, Jeffrey R, Pope Francis, Shutterstock Cook, Maddie Ziegler, AirPods, Monica Davey, James Corden, Pharrell, Beck Diefenbach, Reuters Cook, Yui Mok, Billie Weiss, Donald Trump, Jonathan, Oprah Winfrey, Win McNamee, Theresa Goh, Edgar Su, Andrew Harrer, Graeme Jennings, Noah Berger, Sajid Moinuddin, India's, Francis Mascarenhas, Brooks Kraft, it’s, Mike Bailey, “, Tim Bajarin, ’, ” Bajarin, Bajarin, they’ll Organizations: New, New York CNN, Apple, Vision, Apple Watch, University of Washington, Washington Post, Getty, Reuters, Alamy, Homeland Security, Governmental, Flint Center, Performing Arts, Cook, CBS, Serviziofotograficoor, Primary School, Boston Red Sox, Red Sox, Detroit Tigers, American Technology, White House, Steve Jobs Theatre, Carnegie Library, Central Public Library, Bloomberg, Singapore, Apple Worldwide, Conference, Epic Games, Apple Inc, FBB Capital Partners, Jobs Locations: New York, Cupertino , California, Cupertino, Palo Alto , California, Palo Alto, San Francisco, Down, London, Washington , DC, Oakland , California, Mumbai

☆ In challenge to Meta, Apple expected to unveil mixed-reality headset
▼ + stars: | 2023-06-02 | by ( Stephen Nellis | ) www.reuters.com time to read: +4 min

"Meta and Apple are competing with each other. The difference is that Meta is doing it publicly, while Apple is doing it privately," said Anshel Sag, principal analyst at Moor Insights & Strategy. Analysts say that the Apple device, which Bloomberg has reported could cost near $3,000 and look like a pair of ski goggles, is a place holder of sorts. While Meta has products on the market, Apple has major advantages in defining the emerging field among software developers, said Jitesh Ubrani, a research manager who tracks the XR market at IDC. "And Apple is in a much better position to give you an experience that works across devices than Meta is."

Persons: Tim Cook, Mark Zuckerberg, Zuckerberg, Greg Joswiak, iPhones, Sag, Ben Bajarin, Meta, Jitesh Ubrani, Ubrani, Stephen Nellis, Peter Henderson, Matthew Lewis Organizations: FRANCISCO, Apple Inc, Apple, Worldwide Developers, Meta, Moor, Strategy, Analysts, Bloomberg, Sony Group Corp, Quest, Creative, IDC, San, Thomson Locations: California, Cupertino , California, Silicon Valley, San Francisco

☆ Apple forecasts another drop in revenue, proclaims iPhone production problems over
▼ + stars: | 2023-02-03 | by ( Stephen Nellis | ) www.reuters.com time to read: +5 min

For the just-ended quarter, Apple's profits missed Wall Street expectations for the first time since 2016, dragged down by iPhone sales falling for the first time since 2020. The stock was down about 2% after Chief Financial Officer Luca Maestri said that iPhone sales were likely to improve compared with the quarter ended Dec. 31. In an interview, Cook told Reuters that the production disruptions that plagued Apple's key quarter were now over. During its fiscal first quarter ended Dec. 31, Apple faced a wave of challenges that left Wall Street expecting lower sales. Apple said iPhone sales were $65.8 billion, down 8% from the year before and the first fall since 2020.

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