WS #11314
Apple's iPhone 18 A20 chip reportedly uses Intel 18A process, diversifying away from TSMC and validating Intel's foundry turnaround. A class-action lawsuit alleges Microsoft's Copilot and AI models underperform, potentially damaging MSFT's AI narrative. UBS survey indicates Apple Intelligence is not a key driver for iPhone upgrades, contradicting supercycle expectations.
Apple Supply Chain Diversification to Intel
Apple's iPhone 18 A20 chip reportedly uses Intel 18A process, diversifying away from TSMC and validating Intel's foundry turnaround.
A class-action lawsuit alleges Microsoft's Copilot and AI models underperform, potentially damaging MSFT's AI narrative.
UBS survey indicates Apple Intelligence is not a key driver for iPhone upgrades, contradicting supercycle expectations.