Search results for: “semiconductor”

  • How Tim Cook got Apple out of Trump’s China tariff plan

    How Tim Cook got Apple out of Trump’s China tariff plan

    When U.S. President Donald Trump introduced a 145% tariff on Chinese imports, Apple CEO Tim Cook worked behind the scenes to protect Apple’s products from the added cost.

    According to The Washington Post, Cook had a phone conversation with Commerce Secretary Howard Lutnick and spoke with top White House officials. He explained that these high tariffs would make iPhones more expensive. Cook was also careful not to criticize Trump publicly, and he even donated $1 million to Trump’s inauguration.

    Thanks to these efforts, the Trump administration agreed to exempt several Apple products—like the iPhone, Mac, iPad, and Apple Watch—from most of the new tariffs on Chinese goods.

    However, this exemption might not last. Just a day later, Trump said there would be “no tariff exception” and mentioned that companies like Apple could still face new tariffs. The administration also plans to review electronics and semiconductor imports as part of a national security investigation.

    Apple’s stock has been up and down due to this uncertainty. It dropped nearly 20% but recovered some value after the temporary exemption.

    During Trump’s first term, Cook had also convinced him that tariffs would give Samsung an advantage over Apple. Although Trump now says he won’t give in to pressure from businesses, he did mention recently that he “helped Tim Cook,” suggesting Cook still has influence.

    Trump wants Apple to move production to the U.S., but that would be costly and hard due to labor shortages and factory expenses. Apple has promised to invest $500 billion in the U.S. and will build some cloud servers in Houston with Foxconn.

  • Apple named world’s most admired company again

    Apple named world’s most admired company again

    For the 18th year in a row, Apple has been named the World’s Most Admired Company by Fortune magazine.

    Apple Logo

    The Fortune survey involves 3,380 business leaders from various sectors. They rate companies on nine different aspects such as innovation, how good they are for investors, how responsible they are towards society, and how well they attract new employees. Apple came out on top, with Microsoft and Amazon right behind, continuing their tradition of being among the best.

    This year’s 2025 rankings show that tech companies are still leading the pack. Nvidia has climbed to fourth place, a first for them, thanks to their big role in the world of artificial intelligence and making graphics processing units. Nvidia’s chips are key in the AI models created by companies like OpenAI, Google, and Microsoft.

    However, it’s not just tech; other types of companies are also doing well. Berkshire Hathaway, Costco, and JPMorgan Chase are also in the top seven. New entries this year in the top 50 include ServiceNow, Taiwan Semiconductor, and Novo Nordisk. An interesting point from this year’s list is that all ten of the highest-ranked companies are from the United States, showing a strong American presence at the top for the second year running.

  • American-Made Apple Chips: A step closer to reality, alongside new security concerns

    American-Made Apple Chips: A step closer to reality, alongside new security concerns

    The landscape of technology manufacturing is shifting. A significant development in this shift is the near completion of the first US-based facility dedicated to producing A-series chips for Apple devices. This move, hailed as a victory for domestic production, comes alongside new security concerns regarding iPhone vulnerabilities and evolving scam tactics.

    The journey towards “Made in America” Apple chips began in 2022, spurred by the US CHIPS Act. This government initiative aims to reduce American reliance on overseas chip production, particularly in China, and to stimulate domestic job creation. The plan involves establishing several TSMC (Taiwan Semiconductor Manufacturing Company) fabrication plants in Arizona, with some production lines specifically allocated for Apple’s processors, initially for older devices.

    While initial projections aimed for mass production to commence in 2024, the project faced delays, pushing the timeline into the current year. Further, the production of more advanced 2nm chips has been postponed until 2028. Early concerns arose about the practicality of the initial plant, with worries that the output would need to be shipped back to Taiwan for the crucial “packaging” process, which integrates various circuit boards into a single chip. However, Apple later addressed this by announcing plans for a US-based packaging facility.

    The construction of these plants has not been without controversy. TSMC’s hiring practices have drawn criticism, with a significant number of workers being brought in from Taiwan rather than being recruited locally in the US. While the company initially explained this as a temporary measure during the construction phase, the situation persisted, leading to accusations of “anti-American discrimination” and even a lawsuit.

    Despite these challenges, a recent report suggests that the first plant is on the verge of commencing mass production. This implies that test production has already been successfully completed, with Apple now in the final stages of verifying the quality of the chips produced in Arizona. The first commercially mass-produced chips are anticipated as early as this quarter, pending the completion of final quality assurance checks. This marks a significant milestone in bringing chip production back to American soil.

    Security Vulnerabilities and Evolving Scams: A Double-Edged Sword

    While the news of domestic chip production offers a positive outlook, recent discoveries have highlighted potential security vulnerabilities in iPhones. A security researcher, Thomas Roth, identified a vulnerability in the USB-C controller chip present in the iPhone 15 and 16 models. This vulnerability, in theory, could be exploited to compromise an iPhone.

    The vulnerability lies within the ACE3 USB-C controller, a chip introduced in 2023, which manages power delivery and acts as a sophisticated microcontroller with access to critical internal systems. Roth’s team demonstrated the ability to gain code execution on the ACE3 chip by carefully measuring electromagnetic signals during the chip’s startup process and using electromagnetic fault injection to bypass firmware validation checks. This could, theoretically, grant an attacker complete control over the device.

    However, exploiting this vulnerability is exceptionally complex and requires physical access to the device. Both Apple and Roth himself have concluded that it does not pose a realistic threat to users in real-world scenarios.

    A more pressing security concern involves evolving tactics used by scammers exploiting iMessage. Scammers commonly use SMS and iMessage to distribute phishing links and attempt to install malware. To combat this, iPhones automatically disable links in messages received from unknown senders. These links appear as plain text and are not tappable.

    However, scammers have devised a workaround. By enticing users to reply to their messages, even with a simple “STOP” command, they can bypass this protection. Replying to the message, even with a single character, signals to the iPhone that the user has interacted with the sender, thus legitimizing the message and re-enabling the links. This means users are tricked into making the links live themselves.

    This tactic has become increasingly prevalent, with numerous examples of fraudulent messages impersonating legitimate organizations like USPS or toll road companies. These messages often prompt users to reply with a single character, such as “Y,” to activate the malicious links.

    Staying Safe in a Digital World

    In light of these evolving threats, users must remain vigilant. The most effective way to protect oneself is to exercise extreme caution with links received in any form of electronic communication. Never click on links in emails, text messages, or other messages unless you are absolutely certain of their legitimacy.

    A best practice is to rely on saved bookmarks or manually type URLs into your browser, especially for sensitive websites. If you have any doubts about the authenticity of a message, contact the purported sender directly using known contact information to verify its legitimacy. These simple precautions can significantly reduce the risk of falling victim to scams and compromising your personal information.

  • From Taiwan to the Desert: Apple’s chips find a new home in Arizona

    From Taiwan to the Desert: Apple’s chips find a new home in Arizona

    For years, the intricate dance of microchip manufacturing has played out largely overseas, a complex global ballet involving specialized factories and intricate supply chains. But the landscape is shifting, and a significant new act is unfolding in the Arizona desert.

    Recent reports indicate that Apple has begun manufacturing its sophisticated S9 chip, the powerhouse behind the Apple Watch, on American soil for the very first time. This move marks a pivotal moment, not just for Apple, but for the broader semiconductor industry in the United States.   

    The news centers around TSMC’s advanced Fab 21 plant near Phoenix. TSMC, the Taiwanese Semiconductor Manufacturing Company, is a global giant in chip production, and their Arizona facility represents a major strategic expansion beyond their home base. This plant, already producing the A16 Bionic chip that powers certain iPhone models, has now added the S9 to its repertoire.  

    The S9 chip, which debuted in the Apple Watch Series 9 and continues to drive the Apple Watch Ultra 2, is a marvel of miniaturization. It’s a System-in-Package (SiP), meaning multiple components are integrated into a single, compact unit. This intricate design, based on processing features derived from the A16, demands cutting-edge manufacturing processes.

    Both the A16 and the S9 are built using TSMC’s 4-nanometer process technology, often referred to simply as “N4.” This shared technological foundation is key to understanding the recent shift in production. The fact that both chips utilize the same advanced technology has enabled TSMC to efficiently adapt its Arizona production line to accommodate the S9 alongside the A16. It’s like a well-oiled machine, smoothly transitioning to produce a similar, yet distinct, product.  

    This development signifies more than just a change in location. It reflects a broader trend of bringing semiconductor manufacturing back to the United States. The strategic importance of domestic chip production has become increasingly clear in recent years, particularly in light of global supply chain disruptions and geopolitical considerations. Having a domestic source for these critical components reduces reliance on overseas production and strengthens national technological independence.  

    The TSMC Arizona facility is still relatively young, with production capacity in its early stages. The current phase of operation, known as Phase 1A, has a monthly output of approximately 10,000 wafers. These wafers, the raw material for chip production, are shared between Apple’s A16 and S9 chips, as well as other clients like AMD.

    Each wafer can yield hundreds of individual chips, depending on factors like chip size, design complexity, and overall production efficiency. Imagine these wafers as large sheets of silicon, meticulously etched with intricate circuits to create the tiny processors that power our devices.

    The next phase of development, Phase 1B, is expected to significantly boost the facility’s capacity. Projections indicate a doubling of output to 24,000 wafers per month. This expansion represents a substantial investment in American manufacturing and a commitment to growing the domestic semiconductor industry.

    The production of Apple’s S9 chip in Arizona is a significant milestone. It’s a testament to the advancements in American manufacturing capabilities and a sign of things to come. This move not only strengthens Apple’s supply chain but also contributes to the revitalization of the U.S. semiconductor sector, bringing high-tech jobs and expertise to American soil. It’s a story of innovation, strategic planning, and the ongoing evolution of the global technology landscape, playing out in the heart of the Arizona desert.

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  • Apple’s rumored leap with variable aperture in the iPhone 18 Pro

    Apple’s rumored leap with variable aperture in the iPhone 18 Pro

    The world of smartphone photography is in constant flux, with manufacturers continually pushing the boundaries of what’s possible within the confines of a pocket-sized device. While Android phones have been exploring the potential of variable aperture technology for some time, rumors are swirling that Apple is poised to make a significant leap in this area with the anticipated iPhone 18 Pro. This move could redefine mobile photography, offering users an unprecedented level of control and creative flexibility.

    A Delayed but Anticipated Arrival: The Journey to Variable Aperture

    Industry analyst Ming-Chi Kuo, a reliable source for Apple-related information, has suggested that variable aperture will debut in the iPhone 18 Pro, and presumably the Pro Max variant. Interestingly, initial whispers indicated that this feature might arrive with the iPhone 17. However, if Kuo’s insights prove accurate, Apple enthusiasts eager for this advanced camera capability will have to exercise a bit more patience. This delay, however, could signal a more refined and integrated approach to the technology.

    The supply chain for this potential upgrade is also generating interest. Kuo’s report suggests that Sunny Optical is slated to be the primary supplier for the crucial shutter component. Luxshare is expected to provide secondary support for the lens assembly, while BE Semiconductor Industries is reportedly tasked with supplying the specialized equipment necessary for manufacturing these advanced components. This collaboration between key players in the tech industry underscores the complexity and sophistication of integrating variable aperture into a smartphone camera system.

    Strategic Timing: Why the iPhone 18 Pro Makes Sense

    While the delay might disappoint some, the decision to introduce variable aperture with the iPhone 18 Pro could be a strategic move by Apple. The recent introduction of a dedicated Action button across the iPhone 15 lineup, a significant hardware change, already enhanced the camera experience by providing a physical shutter button, a quick launch shortcut for the camera app, and on-the-fly adjustments for certain camera settings. Implementing variable aperture alongside this new hardware would have been a massive change, potentially overwhelming users. Spacing out these innovations allows users to acclimate to each new feature and appreciate its full potential.

    This phased approach also allows Apple to thoroughly refine the technology and integrate it seamlessly into its existing camera software. The iPhone 16 series also brought significant camera upgrades, further solidifying Apple’s commitment to mobile photography. Introducing variable aperture in the iPhone 18 Pro allows Apple to build upon these previous advancements, creating a more cohesive and powerful camera experience.

    Understanding the Significance of Variable Aperture

    For those unfamiliar with the intricacies of camera lenses, aperture refers to the opening in the lens that controls the amount of light reaching the camera sensor. This opening is measured in f-stops (e.g., f/1.4, f/1.8, f/2.8). A lower f-number indicates a wider aperture, allowing more light to enter the sensor. Conversely, a higher f-number signifies a narrower aperture, restricting the amount of light.

    The size of the aperture has a profound impact on several aspects of a photograph. A wider aperture (smaller f-number) is ideal in low-light conditions, enabling the camera to capture brighter images without relying on flash, increasing exposure time, or boosting ISO, all of which can introduce unwanted noise or blur. Additionally, a wider aperture creates a shallow depth of field, blurring the background and isolating the subject, a technique often used in portrait photography.

    A narrower aperture (larger f-number), on the other hand, is generally preferred for landscape photography where a greater depth of field is desired, ensuring that both foreground and background elements are in sharp focus.9 It’s also beneficial in bright lighting conditions to prevent overexposure.

    Empowering Mobile Photographers: The Potential Impact

    The potential inclusion of variable aperture in the iPhone 18 Pro holds immense promise for mobile photographers. Currently, iPhone users seeking more granular control over aperture settings often resort to third-party apps. While these apps can provide some level of control, they don’t offer the same seamless integration and optimization as a native feature within Apple’s Camera app.

    By integrating variable aperture directly into the iPhone’s camera system, Apple would empower users with a level of creative control previously unavailable on iPhones. This would allow for greater flexibility in various shooting scenarios, from capturing stunning portraits with beautifully blurred backgrounds to capturing expansive landscapes with edge-to-edge sharpness. It would also enhance the iPhone’s low-light capabilities, allowing for cleaner and more detailed images in challenging lighting conditions.

    The introduction of variable aperture in the iPhone 18 Pro represents more than just a technological upgrade; it signifies a shift towards a more professional and versatile mobile photography experience. It marks a significant step in the ongoing evolution of smartphone cameras, blurring the lines between dedicated cameras and the devices we carry in our pockets every day. As we anticipate the arrival of the iPhone 18 Pro, the prospect of variable aperture is undoubtedly one of the most exciting developments in the world of mobile photography.

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  • The Future of Apple Silicon: Rethinking the chip design

    The Future of Apple Silicon: Rethinking the chip design

    For years, Apple has championed the System-on-a-Chip (SoC) design for its processors, a strategy that has delivered impressive performance and power efficiency in iPhones, iPads, and Macs. This design, which integrates the CPU, GPU, and other components onto a single die, has been a cornerstone of Apple’s hardware advantage.

    However, whispers from industry insiders suggest a potential shift in this approach, particularly for the high-performance M-series chips destined for professional-grade Macs. Could we be seeing a move towards a more modular design, especially for the M5 Pro and its higher-end counterparts?

    The traditional computing landscape involved discrete components – a separate CPU, a dedicated GPU, and individual memory modules, all residing on a motherboard. Apple’s SoC approach revolutionized this, packing everything onto a single chip, leading to smaller, more power-efficient devices.

    This integration minimizes communication latency between components, boosting overall performance. The A-series chips in iPhones and the M-series chips in Macs have been prime examples of this philosophy. These chips, like the A17 Pro and the M3, are often touted as single, unified units, even if they contain distinct processing cores within their architecture.

    But the relentless pursuit of performance and the increasing complexity of modern processors might be pushing the boundaries of the traditional SoC design. Recent speculation points towards a potential change in strategy for the M5 Pro, Max, and Ultra chips.

    These rumors suggest that Apple might be exploring a more modular approach, potentially separating the CPU and GPU onto distinct dies within the same package. This wouldn’t be a return to the old days of separate circuit boards, but rather a sophisticated form of chip packaging that allows for greater flexibility and scalability.

    One key factor driving this potential change is the advancement in chip packaging technology. Techniques like TSMC’s SoIC-mH (System-on-Integrated-Chips-Molding-Horizontal) offer the ability to combine multiple dies within a single package with exceptional thermal performance.

    This means that the CPU and GPU, even if physically separate, can operate at higher clock speeds for longer durations without overheating. This improved thermal management is crucial for demanding workloads like video editing, 3D rendering, and machine learning, which are the bread and butter of professional Mac users.

    Furthermore, this modular approach could offer significant advantages in terms of manufacturing yields. By separating the CPU and GPU, Apple can potentially reduce the impact of defects on overall production. If a flaw is found in the CPU die, for instance, the GPU die can still be salvaged, leading to less waste and improved production efficiency. This is particularly important for complex, high-performance chips where manufacturing yields can be a significant challenge.

    This potential shift also aligns with broader trends in the semiconductor industry. The increasing complexity of chip design is making it more difficult and expensive to cram everything onto a single die. By adopting a more modular approach, chipmakers can leverage specialized manufacturing processes for different components, optimizing performance and cost.

    Interestingly, there have also been whispers about similar changes potentially coming to the A-series chips in future iPhones, with rumors suggesting a possible separation of RAM from the main processor die. This suggests that Apple might be exploring a broader shift towards a more modular chip architecture across its entire product line.

    Beyond the performance gains for individual devices, this modular approach could also have implications for Apple’s server infrastructure. Rumors suggest that the M5 Pro chips could play a crucial role in powering Apple’s “Private Cloud Compute” (PCC) servers, which are expected to handle computationally intensive tasks related to AI and machine learning. The improved thermal performance and scalability offered by the modular design would be particularly beneficial in a server environment.

    While these are still largely speculative, the potential shift towards a more modular design for Apple Silicon marks an exciting development in the evolution of chip technology. It represents a potential departure from the traditional SoC model, driven by the need for increased performance, improved manufacturing efficiency, and the growing demands of modern computing workloads. If these rumors prove true, the future of Apple Silicon could be one of greater flexibility, scalability, and performance, paving the way for even more powerful and capable Macs.

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  • The Future of iPhone Photography: Exploring the potential of variable aperture

    The Future of iPhone Photography: Exploring the potential of variable aperture

    The world of smartphone photography is constantly evolving, with manufacturers pushing the boundaries of what’s possible within the confines of a pocket-sized device. One area that has seen significant advancements is computational photography, using software to enhance images and create effects like portrait mode. However, there’s a growing buzz around a more traditional, optical approach that could revolutionize mobile photography: variable aperture.

    For those unfamiliar, aperture refers to the opening in a lens that controls the amount of light that reaches the camera sensor. A wider aperture (smaller f-number, like f/1.8) allows more light in, creating a shallow depth of field (DoF), where the subject is in sharp focus while the background is blurred. This is the effect that makes portraits pop. A narrower aperture (larger f-number, like f/16) lets in less light and produces a deeper DoF, keeping both the foreground and background in focus, ideal for landscapes.

    Currently, smartphone cameras have a fixed aperture. They rely on software and clever algorithms to simulate depth-of-field effects. While these software-based solutions have improved dramatically, they still have limitations. The edge detection isn’t always perfect, and the bokeh (the quality of the background blur) can sometimes look artificial.

    A variable aperture lens would change the game. By mechanically adjusting the aperture, the camera could achieve true optical depth of field, offering significantly improved image quality and more creative control. Imagine being able to seamlessly switch between a shallow DoF for a dramatic portrait and a deep DoF for a crisp landscape, all without relying on software tricks.

    This isn’t a completely new concept in photography. Traditional DSLR and mirrorless cameras have used variable aperture lenses for decades. However, miniaturizing this technology for smartphones presents a significant engineering challenge. Fitting the complex mechanics of an adjustable aperture into the tiny space available in a phone requires incredible precision and innovation.

    Rumors have been circulating for some time about Apple potentially incorporating variable aperture technology into future iPhones. While initial speculation pointed towards an earlier implementation, more recent whispers suggest we might have to wait a little longer. Industry analysts and supply chain sources are now hinting that this exciting feature could debut in the iPhone 18, expected around 2026. This would be a major leap forward in mobile photography, offering users a level of creative control previously unheard of in smartphones.

    The implications of variable aperture extend beyond just improved portrait mode. It could also enhance low-light photography. A wider aperture would allow more light to reach the sensor, resulting in brighter, less noisy images in challenging lighting conditions. Furthermore, it could open up new possibilities for video recording, allowing for smoother transitions between different depths of field.

    Of course, implementing variable aperture isn’t without its challenges. One potential issue is the complexity of the lens system, which could increase the cost and size of the camera module. Another concern is the durability of the moving parts within the lens. Ensuring that these tiny mechanisms can withstand daily use and remain reliable over time is crucial.

    Despite these challenges, the potential benefits of variable aperture are undeniable. It represents a significant step towards bridging the gap between smartphone cameras and traditional cameras, offering users a truly professional-level photography experience in their pockets.

    As we move closer to 2026, it will be fascinating to see how this technology develops and what impact it has on the future of mobile photography. The prospect of having a true optical depth of field control in our iPhones is certainly an exciting one, promising to further blur the lines between professional and amateur photography. The future of mobile photography looks bright, with variable aperture poised to be a game changer.

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