Manufacturing
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TSMC's latest bank report is exactly as you'd expect it to be: mo' wafers, mo' money
TSMC has reported record-breaking net revenue of $35.90 billion for the first quarter, surpassing its own projections. The company attributes this success to extremely robust demand for AI-related chips, with 3-nanometre wafers accounting for 25% of total wafer revenue. Despite ongoing global demand, TSMC's manufacturing capacity is reportedly booked until 2028, suggesting continued high consumer pricing.
Report: Apple's foldable iPhone may be delayed due to engineering snags
Apple's planned foldable iPhone may be delayed due to unexpected engineering issues encountered during early test production. These problems could push back mass production and the initial shipment timeline, potentially into 2027, despite Apple aiming for a fall 2026 release. The company is reportedly working with suppliers to address challenges with the hinge and display.
Apple's foldable iPhone may be delayed due to engineering snags
Apple's planned foldable iPhone, rumored for a fall 2026 release, is reportedly facing significant engineering delays due to issues encountered during early test production. These problems, particularly with the hinge and display, could push the launch into 2027. Component suppliers have been notified of the production schedule adjustments as Apple works to resolve the challenges before pilot and mass production phases.
Nintendo Switch 2 Production Reportedly Slashed After Weak Holiday Sales
Nintendo is reportedly reducing production of the Nintendo Switch 2, planning to manufacture four million units this quarter, a 33% decrease from the initial six million. This decision follows weaker-than-expected holiday sales, despite the console outselling its predecessor in the US. Production cuts may also be related to upcoming European regulations requiring user-replaceable batteries by 2027.
Apple is reportedly looking into 3D printing aluminum iPhones and Apple Watches
Apple is reportedly exploring 3D printing aluminum for the manufacturing of iPhones and Apple Watches to improve efficiency and potentially lower costs. This follows previous uses of 3D printing for titanium components in Apple Watch Ultra and Series 11, and a USB-C port for the iPhone Air.