TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2014, but that 12-year streak could be nearing its end.


According to The Wall Street Journal, Apple is exploring whether some of its lower-end processors could be manufactured by a company other than TSMC.

"Now that TSMC is doing more business with Nvidia and other AI companies, people with knowledge of the chip supply chain said Apple was exploring whether some lower-end processors could be made by someone other than TSMC," the report said.

The report did not mention any candidates, but previous rumors have indicated that Intel could begin supplying some lower-end Apple processors in 2027 or 2028.

A few months ago, GF Securities analyst Jeff Pu said that he expected Intel to reach a chip supply deal with Apple for at least some non-pro iPhone models starting in 2028. Based on that timeframe, Intel could supply Apple with at least a portion of A21 or A22 chips for future iPhone models, if the companies agree to a partnership.

Apple's return to Intel might also involve some Mac and iPad chips. Last year, Tianfeng Securities analyst Ming-Chi Kuo said he expected Intel to begin shipping Apple's lowest-end M-series chip for select Mac and iPad models as early as mid-2027. For this, Kuo said Apple planned to utilize Intel's 18A process. He did not mention the iPhone.

There is no indication that Intel would play a role in designing the iPhone chips, with its involvement expected to be strictly limited to fabrication. That would differ from the era of Intel Macs, which used Intel-designed processors with x86 architecture. Apple began transitioning away from Intel processors in Macs in 2020.

Intel would help Apple diversify its supply chain, which could come at a pivotal time, as Nvidia has reportedly surpassed Apple as TSMC's largest customer amid rising competition for NAND memory and RAM chip supply for AI servers.

TSMC is not the only chip supplier seeing increased demand amid the AI server boom, as Samsung and SK Hynix have both gained enough leverage to demand Apple pay more for RAM chips, according to The Wall Street Journal's supply chain sources.

On an earnings call last week, Apple CEO Tim Cook said that rising memory chip prices had a "minimal impact" on Apple's gross margin last quarter, but he does expect a "bit more of an impact" on the company's gross margin in the current quarter. He said Apple "will look at a range of options to deal with that" as necessary.

Apple analyst Ming-Chi Kuo does not expect price increases for the iPhone 18 lineup.

Apple reported record-breaking revenue of $143.8 billion last quarter, up 16% year-over-year, and it is predicting similar 13% to 16% year-over-year growth and gross margin of 48% to 49% in the current quarter, so the company is still reporting impressive earnings results despite concerns surrounding memory chip prices.
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Last year, Apple launched CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. Nearly nine months later, CarPlay Ultra is still limited to Aston Martin's latest luxury vehicles, but that should change fairly soon.


In May 2025, Apple said many other vehicle brands planned to offer CarPlay Ultra, including Hyundai, Kia, and Genesis. At the time, it said CarPlay Ultra would begin expanding to more vehicles around the world "in the next 12 months."

In his Power On newsletter today, Bloomberg's Mark Gurman said he was told that CarPlay Ultra will come to at least one major new Hyundai or Kia vehicle model "in the second half of this year." It is unclear if he is referring to Hyundai's upcoming IONIQ 3, as previously reported, or if it will be a different model.

CarPlay Ultra features deeper integration with a vehicle's instrument cluster and systems, built-in apps for radio and climate controls, rear-view camera feed support, and more. The connected iPhone provides app-related data, while the vehicle provides information like the current speed, fuel level, tire pressure, engine temperature, and more.


The interface is tailored to each vehicle model and automaker's identity, and drivers can choose from various preset design options.

BMW, Ford, and Rivian are among the brands that have publicly downplayed CarPlay Ultra, while General Motors controversially ditched the regular version of CarPlay in its new electric vehicles, so it is likely to pass on CarPlay Ultra too. That means vehicles from brands like Chevrolet, Cadillac, and GMC are likely out of the running.

It is improbable that Tesla would offer CarPlay Ultra either, but it is reportedly working on offering the regular version of CarPlay in a major pivot.


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Apple is "exploring" the idea of a foldable iPhone with a "square, clamshell-style" design, according to Bloomberg's Mark Gurman.


A so-called "iPhone Flip" — unlikely to be the real name — would compete with devices such as Samsung's Galaxy Z Flip 7 and the modern-day Motorola Razr.

The clamshell iPhone would be released at some point after Apple's first foldable iPhone, which is expected to launch in September this year.


The first foldable iPhone is expected to open up like a book, similar to Samsung's Galaxy Z Fold 7. This design will provide users with a large 7.7-inch inner display for watching videos and gaming, and there will likely be multitasking functionality. A clamshell iPhone, on the other hand, would be more about portability and pocketability.

"Apple is betting that its first foldable iPhone will be successful enough to generate real demand for the category and that customers will want additional shapes and sizes, much as they have with traditional slab-style iPhones," said Gurman. Nevertheless, he said a clamshell iPhone is "far from guaranteed to reach the market."


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Apple is planning to launch new MacBook Pro models with M5 Pro and M5 Max chips alongside macOS 26.3, according to Bloomberg's Mark Gurman.


"Apple's faster MacBook Pros are planned for the macOS 26.3 release cycle," wrote Gurman, in his Power On newsletter today.

"I'm told the new models — code-named J714 and J716 — are slated for the macOS 26.3 software cycle, which runs from February through March," he explained.

macOS 26.3 remains in beta testing, but the update should be coming soon, with a wide release expected in February. Gurman was careful to also mention March, but this seems rather unlikely, unless the macOS 26.3 beta testing cycle drags on longer than expected, or the new MacBook Pro models are tied to macOS 26.3.1 or later.

As of now, we expect the macOS 26.3 Release Candidate to be seeded in the first half of February, so a new MacBook Pro announcement could be just around the corner.

In October, AppleInsider's Marko Zivkovic was first to report that MacBook Pro models with M5 Pro and M5 Max chips were "expected to ship with macOS 26.3," so this rumor has now been shared by multiple sources.

Beyond the M5 Pro and M5 Max chips, no major changes are expected for these models.

In late 2026 or in 2027, the MacBook Pro is expected to receive a major redesign, with rumored features including an OLED display with touch capabilities, M6 Pro and M6 Max chips, a thinner design, and built-in cellular connectivity.


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Apple recently updated its online store with a new ordering process for Macs, including the MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, and Mac Pro.


There used to be a handful of standard configurations available for each Mac, but now you must configure a Mac entirely from scratch on a feature-by-feature basis. In other words, ordering a new Mac now works much like ordering an iPad.

This change was spotted by Macworld and the French blog Consomac, among others.


On the MacBook Pro ordering page, for example, you start by choosing a 14-inch or 16-inch display and a color. Next, you have the option to upgrade to a nano-texture display. Then, you choose from the list of M-series chips and core counts that are available for the MacBook Pro size that you selected. Finally, you can customize the amount of RAM and SSD storage, choose a power adapter, and choose a keyboard language.


Before, there were some preconfigured models available, and you could proceed to upgrade certain specs after selecting one. Now, it is entirely à la carte.

Unfortunately, the MacBook Pro still cannot be configured with an M5 Pro or M5 Max chip, as the wait continues for new models. Hopefully that changes soon!
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RR Auction has announced that an Apple check signed by the company's co-founders Steve Jobs and Steve Wozniak fetched a whopping $2.4 million at auction this week. The check was for $500, meaning that it sold for 4,800× its original value.


According to RR Auction, the $500 check was issued to printed circuit board designer Howard Cantin, shortly after Jobs and Wozniak opened Apple's first bank account. Cantin was responsible for translating Wozniak's Apple-1 schematic into a manufacturable printed circuit board, leading to Apple's first commercial product.

Dated March 16, 1976, the Wells Fargo check is marked "No. 1." It was issued a few weeks before Apple Computer was officially founded on April 1, 1976.

“This is the most important financial document in Apple history," said Bobby Livingston, executive vice president at RR Auction. "It captures Steve Jobs and Steve Wozniak's first true business transaction, and the final result shows that collectors recognized its significance above any other Apple material ever brought to market."
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In a new report about Apple losing at least four more AI researchers in recent weeks, in addition to a high-ranking Siri executive, Bloomberg's Mark Gurman reiterated that the company is preparing to release two new versions of Siri.


First, Apple announced that it plans to release a more personalized version of Siri powered by Google Gemini this year. It is expected to be part of iOS 26.4, which should enter beta testing in February and be released to the general public in March or April.

Back in June 2024, Apple said the revamped Siri will have understanding of personal context, on-screen awareness, deeper in-app controls, and more.

Second, Siri will reportedly get even better on iOS 27, as Apple is said to be planning to turn the assistant into a full-out chatbot, allowing users to have sustained, back-and-forth conversations with the assistant. This will essentially turn Siri into ChatGPT or Gemini, except it will be built right into the iPhone, iPad, and Mac, with no app required.

Gurman said the Siri chatbot will be "competitive with Gemini 3," and "significantly more capable" than the more personalized Siri coming with iOS 26.4.

The high-ranking Siri executive who left Apple was Stuart Bowers, according to the report, which described him as "one of the company's most senior executives working on Siri." He joined Google's artificial intelligence research laboratory DeepMind.
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In a recent interview with the tech podcast TBPN, Bloomberg's Mark Gurman revealed that Apple was initially "going to rebuild Siri around Claude," the large language model and chatbot developed by the company Anthropic. In the end, though, Apple announced that it had decided to use Google's Gemini platform instead.


According to Gurman, Apple went with Google due at least in part to money.

"Anthropic was holding them over a barrel," said Gurman, in a podcast clip shared by TBPN. "They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

Nevertheless, Gurman said Apple currently "runs on Anthropic" internally.

"Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools," he explained. "They have custom versions of Claude running on their own servers internally, too."

Apple was "not going to use Google" for the revamped Siri until "a few months ago," he said.

Apple announced that it plans to release a more personalized version of Siri powered by Google Gemini this year. It is expected to be part of iOS 26.4, which should enter beta testing in February and be released to the general public in March or April. The new-and-improved Siri likely requires an iPhone 15 Pro or newer.

Back in June 2024, Apple said the revamped Siri will have understanding of personal context, on-screen awareness, deeper in-app controls, and more. At the time, Apple showed an iPhone user asking Siri about their mother's flight and lunch reservation plans based on info retrieved from the Mail and Messages apps.


This article, "New Siri: Apple Almost Chose a Different Partner Before Google Gemini" first appeared on MacRumors.com

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Following a January that saw Apple release a new AirTag and the Creator Studio bundle of creative apps, it is now time to shift our attention to February.


Below, we have outlined some key items to expect from Apple in February. Of course, these are only the things that are known, so stay tuned for even more.

iOS 26.3

iOS 26.3 remains in beta testing, but the update should be released soon. We expect the iOS 26.3 Release Candidate to be seeded as early as next week, and the update should be released to the general public in the first half of February.

iOS 26.3 is a relatively minor update, with only a handful of notable new features, including a new iOS-to-Android transfer tool, notification forwarding and AirPods-like proximity pairing for third-party accessories like smartwatches, and a carrier-related limit precise location setting. Apple also appears to be laying the groundwork for carriers to begin supporting end-to-end encryption for RCS messaging, which it has promised to implement.

Personalized Siri (Beta)

Apple plans to announce a more personalized version of Siri powered by Google Gemini in the second half of February, according to Bloomberg's Mark Gurman.

The more personalized Siri will be part of iOS 26.4, which will be available in beta in February and released to the general public in March or early April, according to Gurman. Based on that timeframe, the new-and-improved Siri should be available to all customers with an iPhone 15 Pro or newer in just a few more months.

As previewed by Apple, the assistant "should be able to tap into personal data and on-screen content to fulfill tasks," according to Gurman.

Apple first announced the more personalized version of Siri all the way back at WWDC 2024, but it was eventually delayed. At the time, Apple showed an iPhone user asking Siri about their mother's flight and lunch reservation plans based on info retrieved from the Mail and Messages apps, as one example of a new capability.

The revamped Siri reportedly experienced issues inside Apple, leading the company to turn to Google Gemini. As part of the partnership, the revamped Siri will still run on a new Apple Intelligence model that has Gemini's technology baked in.

Other Known Dates

• Thursday, February 5: Another four games are coming to Apple Arcade, including Retrocade, an app that lets you play classic arcade games like Asteroids, PAC-MAN, Breakout, Galaga, and Space Invaders. One of the other additions will be an arcade version of the popular PC game Sid Meier's Civilization VII.


• Friday, February 6: Apple will accept submissions for the 2026 Swift Student Challenge from Friday, February 6 through Saturday, February 28. Some of the winners will be invited to spend three days at Apple Park during WWDC 2026 in June.


• Sunday, February 8: Apple Music is the official sponsor of the Super Bowl LX Halftime Show, set to be held on Sunday, February 8. This year's performer is Puerto Rican rapper and singer Bad Bunny.


• Tuesday, February 10: A few years ago, Apple's Home app was rearchitected, and the company will be ending support for the original architecture on this day. If you do not update, Apple warns you might experience issues.


• Tuesday, February 24: Apple will be holding its annual shareholders meeting at 8 a.m. Pacific Time, and it will once again be held virtually. Apple shareholders of record as of January 2, 2026 can vote to re-elect the company's board of directors, ask questions, and more. Apple rarely answers any questions about future plans, so the meetings are often unremarkable from a news perspective.

This article, "What to Expect From Apple in February, Including Revamped Siri in Beta" first appeared on MacRumors.com

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Apple today shared a short film to usher in the Chinese New Year, aka Lunar New Year, which begins February 17 and will be celebrated through March 3.


"A girl, a talking dog, and a meticulously thought out scheme make up this heartwarming tale about finding family," says Apple. "Apple joins forces with director Bai Xue for an imaginative blend of cinematography and stop-motion to usher in Chinese New Year."

The video was shot on the iPhone 17 Pro, and there is also behind-the-scenes footage.
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Apple Creator Studio now has an official Instagram account, as spotted by Scott Buscemi.


Apple Creator Studio is a new subscription bundle that provides access to Final Cut Pro, Logic Pro, Pixelmator Pro, Motion, Compressor, and MainStage on the Mac and/or iPad, with U.S. pricing set at $12.99 per month or $129 per year.

A subscription also unlocks "intelligent features" and "premium content" in apps like Numbers, Pages, and Keynote, plus the Freeform app later this year.

If you are interested in Apple's creative apps, you may wish to follow the account, which will presumably share tips and tricks and more.
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A second-generation iPhone Air is "not expected this year," according to a Nikkei Asia report today that cites people familiar with Apple's supply chain.


The report said Apple plans to release an iPhone 18 Pro, iPhone 18 Pro Max, and foldable iPhone later this year, followed by the base model iPhone 18 in the first half of next year. The report said Apple does have a revamped iPhone Air in the pipeline, but the publication does not expect it to launch until at least 2027.

While one leaker on the Chinese social media platform Weibo has insisted that the iPhone Air will receive a spec bump this year, most reports from sources such as Bloomberg and The Information have pointed to an early 2027 launch. If so, the iPhone Air 2 would likely be released alongside the base model iPhone 18.

Last year, The Information reported that Apple was aiming to add a second rear camera to the next iPhone Air. That report added that the next iPhone Air could weigh less, have a larger battery capacity, and gain a vapor chamber cooling system like the iPhone 17 Pro models have. And Bloomberg expects the device to have a 2nm chip.

While several reports indicated that the iPhone Air has been in low demand, the extreme popularity of the iPhone 17 base model and the iPhone 17 Pro models led iPhone revenue to a new all-time high last quarter, according to Apple.
This article, "Will the iPhone Air 2 Launch This Year? The Latest Report Says No" first appeared on MacRumors.com

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