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.
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 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.
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.
Apple's first foldable could feature the biggest ever iPhone battery and eclipse rival devices, according to a known leaker.
In a new post, the Weibo user known as "Fixed Focus Digital" says that the foldable's battery could be over 5,500 mAh in size, which would make it the largest capacity of any current or previous iPhone. The iPhone 17 Pro Max has the biggest iPhone battery to date at 5,088 mAh.
Competing foldables already on the market feature a noticeably smaller battery than the rumored size. The Google Pixel 10 Pro Fold has a battery capacity of 5,015 mAh, while the Samsung Galaxy Z Fold 7 has a 4,400 mAh battery. As a result, any foldable smartphone from Apple with a battery over 5,500 mAh in size would be class-leading.
Last year, the leaker known as "yeux1122" said that Apple was testing a battery for the device in the 5,400–5,800 mAh range, citing supply chain sources. A March report from the same Korean account claimed that Apple has placed a heavy focus on improving power efficiency while slimming down key components of its foldable iPhone, with battery life said to be a key priority for the company. Separately, Apple analyst Ming-Chi Kuo said the device will use high-density cells to deliver superior battery life.
Apple's first foldable iPhone is rumored to feature a 7.8-inch crease-free inner display, a 5.5-inch cover display, Touch ID, two rear cameras, the A20 chip, and the "C2" modem. It is expected to launch alongside the iPhone 18 Pro and iPhone 18 Pro Max later this year.
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."
The Razer BlackShark V3 wireless headset is another solid addition to Razer's well-established headset arsenal, but it also packs enough in its sleek design to set it above the rest.
Amazon this weekend has all-time low prices on the Apple Watch Series 11, with $100 discounts across numerous models of the smartwatch. This is only the second time so far in 2026 that we've tracked $100 markdowns on the Series 11, and nearly every aluminum model is on sale right now.
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You can get the 42mm GPS Apple Watch Series 11 for $299.00, down from $399.00, and the 46mm GPS model for $329.00, down from $429.00. On Amazon, you'll find four of the 42mm GPS models on sale at this all-time low price, and four of the 46mm GPS models on sale as well.
If you're shopping for cellular models, you can find record low prices on multiple models this week on Amazon. The 42mm cellular Apple Watch Series 11 has hit $399.00, down from $499.00, and the 46mm cellular model has hit $429.00, down from $529.00.
Head to our full Deals Roundup to get caught up with all of the latest deals and discounts that we've been tracking over the past week.
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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.
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.
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!
Are you missing the cinematic experience, huddling over a small screen on your daily commute? Then the Neo Air 3S Pro wearable display glasses are the solution. Simply plug them into your phone and suddenly you have access to a simulated 201-inch projection screen, all in a device no larger than a standard pair of spectacles.
Amazon is offering discounts across the M5 iPad Pro lineup this weekend, including both 11-inch and 13-inch models. The highlight this time around is a return of a low price on the 256GB Wi-Fi 11-inch M5 iPad Pro, which is on sale for $899.00, down from $999.00.
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Many of the deals in this sale match — or beat — the record low prices we tracked during the holiday season. Amazon provides an estimated delivery date around February 5 for free delivery, but Prime members should see earlier delivery dates in many cases.
There are fewer 13-inch M5 iPad Pro models on sale this time around, but the ones that are on sale have reached record low prices. You'll find $149 off three Wi-Fi models, with prices starting at $1,149.99 for the 256GB Wi-Fi 13-inch M5 iPad Pro, down from $1,299.00.
If you're on the hunt for more discounts, be sure to visit our Apple Deals roundup where we recap the best Apple-related bargains of the past week.
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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."
It was a busy week with Apple's first real launches of 2026, led by the release of the Creator Studio app bundle and the second-generation AirTag.
We also got some rumors about Apple's plans for Mac updates in 2026, timing on the more personalized Siri finally arriving, and a significant acquisition by Apple, so read on below for all the details!
Top Stories
Apple's 'Creator Studio' App Bundle Now Available for $12.99 Per Month
Apple this week launched the new Creator Studio bundle that was initially unveiled earlier this month, providing content creators with access to six Apple apps for $12.99 per month or $129 per year.
Creator Studio includes Final Cut Pro, Logic Pro, and Pixelmator Pro on Mac and iPad, along with Motion, Compressor, and MainStage on the Mac. Final Cut Pro is Apple's video editing software, Logic Pro is for audio editing and creation, and Pixelmator Pro is an image editing app that Apple purchased in 2024.
The new AirTag is equipped with a second-generation Ultra Wideband chip, enabling the Precision Finding feature to work up to 50% farther away from an item compared to the previous-generation model, according to Apple. The new AirTag also has an upgraded Bluetooth chip for improved overall range outside of Precision Finding mode.
iPhone 5s Gets New Software Update 13 Years After Launch
Apple released iOS 26.2.1 this week to support the new second-generation AirTag, but the company also released a slew of other iOS updates for older devices that can't run iOS 26. That includes an iOS 12.5.8 update for the iPhone 5s and 6, which is remarkable considering the iPhone 5s will turn 13 years old later this year.
The iOS updates released this week for older devices extend a certificate required for device activation, iMessage, and FaceTime, allowing these aging devices to remain functional for those who are still using them.
Apple Reportedly Aiming to Upgrade the MacBook Pro Twice This Year
Apple plans to release new MacBook Pro, MacBook Air, Mac Studio, and Studio Display models in the first half of this year, according to Bloomberg's Mark Gurman.
It would be a rare but not unprecedented move for Apple to update the MacBook Pro twice in a year, but while previous rumors had indicated the M6 generation could arrive in either late 2026 or early 2027, Gurman now seems to be leaning more heavily toward the update arriving before the end of this year.
"The company has been planning an announcement of the new Siri in the second half of February, when it will give demonstrations of the functionality," he wrote, in the latest edition of his weekly Power On newsletter.
The interim improvements to Siri will come ahead of a much bigger upgrade to include chatbot functionality and significantly more capabilities in iOS 27, which will be introduced at WWDC in June.
Apple Just Made Its Second-Biggest Acquisition Ever After Beats
Apple has been criticized by some observers for slow-rolling its entry into AI technology, with some suggesting the company needs to make a major acquisition to try to catch up to rivals already establishing themselves in the space.
Apple made a bit of a splash this week with its acquisition of Q.ai, which uses AI to analyze facial expressions to understand "silent speech." It's not nearly a deal on the scale of acquiring one of the major chatbot players, but at a valuation of nearly $2 billion, according to reports, it appears to stand as Apple's second-biggest acquisition ever behind Beats in 2014.
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In an effort to produce the best-sounding digital audio player you can buy, FiiO has gone to town, thrown the kitchen sink at it, and all the other actions that indicate a complete lack of compromise…
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