What does the year of transformation for the iPhone mean for the Apple supply chain?
Nomura believes that the iPhone 16 series launched this year does not fully adapt to AI applications in terms of hardware. The iPhone 17 series, expected to be launched in the second half of next year, may be Apple's first true AI phone, at which point Apple may readjust its product line. It is anticipated that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material and increase heat dissipation components.
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The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Saxo Bank's "shocking predictions" for 2025 have arrived! Trump 2.0 destroys the dollar, nvidia's market cap skyrockets to twice that of apple, OPEC collapses...
This year, Shengbao Banks has once again made a number of 'unconventional' predictions: the US dollar will fall by 20% against major currencies, and by 30% against gold prices; nvidia's stock price will be well above $250; the first 3d printed heart will be introduced; oil prices will plummet, and OPEC will disintegrate...
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The U.S. FTC has intensified its antitrust investigation into microsoft! This time, the focus is on its trade with OpenAI.
① The USA Federal Trade Commission (FTC) is intensifying its comprehensive antitrust investigation against microsoft, focusing on its partnership with OpenAI; ② Last week, there were reports that the FTC is conducting a wide-ranging investigation into microsoft and disclosed details of the investigation; ③ Microsoft accused the FTC management of leaking details, violating the agency's code of ethics, and requested that the USA FTC inspector general investigate the matter.
[Video] AWS CEO: Talks about new chips, NVIDIA, and ambitions in AI.
Matt Garman, the CEO of AWS (Amazon Web Services), shared his thoughts on Amazon's new ai chip array and a large-scale language model called "Nova". Garman mentioned partnerships with intel and nvidia during an appearance on "Bloomberg The Close." Amazon's new chip array, named "Project Rainier," is set to be equipped with hundreds of thousands of "Trainium2" semiconductors, aiming to enhance the current processing power of the ai startup Anthropic, in which Amazon is investing, by five times.
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Will 2025 no longer be the era of the magnificent 7? Bank of America is bullish on this type of stocks...
①The chief strategist of Bank of America predicts that cyclical stocks (such as csi commodity equity index, construction, and infrastructure) will rise strongly, as investors will flow into the "old economy" sector; ②She believes that the USA economy is ready for a new spending cycle, and expects the s&p 500 index to rise to 6666 points next year.
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nvidia is no longer the exclusive darling of AI? apple endorses amazon: considering using its chips to train models
①Apple is leveraging custom AI chips from AWS to enhance its search and other services, and evaluating the feasibility of using the latest AI chips for pre-training the 'Apple Asia vets' model; ②Apple revealed at the AWS Reinvent conference that it uses Amazon's proprietary chips, and stated that its infrastructure is reliable and stable, meeting the needs of global customers.
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