Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2025-05-27 23:49Group 1 - Apple plans to launch a dedicated gaming app on its devices, which will serve as a game launcher and enhance user experience by showcasing achievements, leaderboards, and promoting its Arcade subscription service [2] - This initiative aims to strengthen Apple's position in the gaming market and could positively impact its revenue, as games and in-app purchases contribute approximately two-thirds of App Store income [2] Group 2 - Nvidia's suppliers are accelerating the production of AI data center racks after resolving technical issues that caused shipment delays, with partners like Foxconn and Dell making significant progress [3] - This improvement in supply chain efficiency is expected to alleviate pressure on Nvidia and enhance its competitiveness in the AI data center market [3] Group 3 - TSMC is still evaluating the timing for adopting ASML's advanced High-NA EUV lithography machines, indicating a search for balance between technological upgrades and cost control [4] - The company is currently focused on extending the lifespan of existing Low-NA EUV lithography machines [4] Group 4 - A study commissioned by Qualcomm reveals that Apple's first self-developed baseband chip, C1, underperforms compared to Qualcomm-equipped Android devices, with the iPhone 16e lagging significantly in both download and upload speeds [5] - The performance gap may prompt Apple to increase R&D investments to enhance future product competitiveness [5] Group 5 - Anthropic has begun testing a voice mode for its chatbot application Claude, which will allow users to discuss documents and images with various voice options [6] - This feature is expected to improve user experience and engagement, potentially leading to an increase in paid subscription users [7]