WS #12204

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Apple Intelligence registered with China's cyberspace regulator, partnering with Alibaba and Baidu for AI features, clearing key hurdle for iPhone launch in China. TSMC Q2 revenue +34% Y/Y to $40.2B, EPS beat, and FY26 capex raised to ~$62B from ~$54B, reinforcing AI demand.

Apple Intelligence China Approval

Apple Intelligence registered with China's cyberspace regulator, partnering with Alibaba and Baidu for AI features, clearing key hurdle for iPhone launch in China.

TSMC Q2 revenue +34% Y/Y to $40.2B, EPS beat, and FY26 capex raised to ~$62B from ~$54B, reinforcing AI demand.

Full world state #12204 →