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Foxconn to invest up to $1.37 billion to expand cloud compute services and accelerate AI development
MINT· 2025-10-28 06:31
Core Viewpoint - Foxconn is investing NT$42 billion ($1.37 billion) to establish an AI compute cluster and supercomputing center, aiming to enhance its cloud computing services and smart platforms [1][2][3] Investment Details - The investment will be funded using the company's own resources and is scheduled between December 2025 and December 2026 [1] - The specific location of the project has not been disclosed, but it is likely to be in Taiwan [2] Strategic Focus - This initiative is part of Foxconn's strategy to strengthen its position in artificial intelligence (AI) and cloud infrastructure, moving beyond its traditional reliance on smartphones and electronics manufacturing [3] Previous Developments - Earlier in the year, Foxconn announced plans to build an AI center in Taiwan in collaboration with Nvidia, with a targeted power capacity of 100 megawatts [4] - In August, Foxconn partnered with Japan's SoftBank to manufacture data center equipment in Ohio, USA, as part of the Stargate project to advance US AI infrastructure [4] Expansion in India - Foxconn is also expanding its operations in India, particularly in Tamil Nadu, with a planned investment of $1.5 billion to manufacture more electronic components [5] - The company is exploring opportunities to produce components for various smartphone brands, including Google Pixel, in addition to assembling iPhones for Apple [5]
Alex Cooper and Kenny Sulaimon take the Google Pixel stage for their camera demo.
The Verge· 2025-08-20 17:59
Photo Editing Technology - Google Photos introduces AI-powered editing capabilities, allowing users to improve photos by simply typing their desired changes [1] - The AI, powered by Gemini models, can identify subjects, change backgrounds, and fix lighting [2] AI Capabilities - The AI can fix lighting and framing based on user input [1] - Gemini models enable automatic identification of people in photos [2] - The AI can modify the background of photos [2]
Android Auto: How to Connect Google Maps and Apps in Your Car
CNET· 2025-08-02 12:01
Android Auto Connectivity - Android Auto is a popular way to use Google Maps and audio streaming apps in cars [2] - Wired connections require Android 60 or later, while wireless connections need Android 10 or 11, depending on the manufacturer [3] - Google Pixel and Samsung Galaxy phones offer the best compatibility [3] - Using a USB 31 Gen 2 cable ensures the best bandwidth for wired connections [5] - Wireless connectivity is suitable for short trips, while wired connections are recommended for longer trips to avoid battery drain [10][11] Setup and Troubleshooting - Connect the USB cable to the car and phone, and approve the connection on the phone while parked [6] - Some cars, like BMWs, support fast pairing, while certain Mercedes-Benz vehicles have NFC points for automatic pairing [8] - Holding down the voice command button can pull up the Bluetooth pairing menu [9] Android Auto Interface - The Android Auto interface is flexible and may display differently depending on the screen size [12] - Apps can be rearranged or removed from the Android Auto list in the phone's settings [13] - Voice commands can be activated by tapping the microphone, holding the voice command button, or using "Hey Google" [14]
苹果芯片,一路狂飙
半导体行业观察· 2025-07-23 00:53
Core Insights - The article discusses the evolution of smartphone processors from the first iPhone in 2007 to the latest models in 2024, highlighting performance improvements and architectural advancements [6][31][34]. Group 1: Historical Development of Smartphone Processors - The first smartphone with gaming capabilities was the Nokia 6110 in 1998, featuring the Snake game [2]. - The first iPhone was released in June 2007, followed by the iPhone 3G in July 2008, marking the rise of the smartphone market [6]. - The iPhone 3GS, released in 2009, featured a significant performance upgrade with the Cortex-A8 core [8]. - Android's Nexus One was launched in January 2010, followed by Nexus S later that year, showcasing the competition in the smartphone market [10]. Group 2: Performance Metrics and Comparisons - The performance of the first iPhone to the iPhone 16 Pro represents a 384.9 times increase over 17 years, translating to an annual growth rate of approximately 40.5% [31]. - In contrast, Google's Nexus One to Pixel 9a shows a performance increase of about 76 times, with an annual growth rate of around 32.2% [33]. - The article notes that while Apple's performance growth has slowed since 2019, it still demonstrates significant improvements through architectural advancements [34][35]. Group 3: Architectural Innovations - ARM introduced the 64-bit instruction set ARM v8-A in March 2011, with Apple being one of the first to adopt it with the A7 chip [13]. - The big.LITTLE architecture was implemented in products starting in 2015, allowing for a combination of high-performance and low-power cores [17]. - The latest architecture, Armv9-A, was introduced in 2021, enhancing security and performance features [26][28].
Skyworks Stock Down 16% in 2025, Poised for AI Edge Surge
MarketBeat· 2025-06-27 11:06
Core Viewpoint - Skyworks Solutions Inc. is experiencing a decline in stock value, down 16% in 2025, primarily due to its heavy reliance on Apple Inc. for revenue and a slowdown in smartphone upgrades [1][2]. Financial Performance - Analysts project a 22% decrease in earnings per share (EPS) over the next 12 months, with a forward P/E ratio of approximately 20x, indicating the stock may be overvalued with a PEG ratio of 1.8x [3]. - Despite the current downturn, there has been an 8% rally in the stock over the last three months, suggesting potential investor optimism [3]. Market Opportunities - The shift of AI capabilities to edge devices presents a significant growth opportunity for Skyworks, as its products are essential for connectivity in various devices, including smartphones and IoT products [4][6]. - A potential decrease in interest rates by the Federal Reserve could stimulate a refresh cycle for smartphones, benefiting Skyworks due to its contracts with major smartphone manufacturers [7]. Growth Projections - Analysts foresee EPS growth increasing from $9.75 to $11.25, a rise of about 15%, with some predicting a 22% growth over the next three to five years [8]. - If these projections materialize, the stock could rebound to around $110, resulting in a forward P/E of roughly 11x and a PEG ratio of about 0.5, indicating undervaluation relative to growth [9]. Dividend and Capital Return - Skyworks offers a dividend yield of 3.75%, with an annual dividend of $2.80 and a history of increasing dividends for 11 consecutive years [10][11]. - The company has returned over $3 billion in capital to shareholders through dividends and share repurchases over the last five years, reflecting strong free cash flow margins of around 25% [10][11].
Apple's iPhone 16 hits Indonesia stores after monthslong ban
TechXplore· 2025-04-11 08:26
Core Insights - The iPhone 16 models have officially launched in Indonesia after a months-long sales ban due to regulatory issues regarding local component requirements [2][5][7] - Apple has committed to investing $150 million in Indonesia, which includes building two facilities for accessory production and a semiconductor research and development center [6][7] - The entry of the iPhone 16 into the Indonesian market highlights the country's significance as a major market for Apple in Asia, alongside China [7] Regulatory Context - The Indonesian government had previously prohibited the sale of iPhone 16 models in October due to Apple's failure to meet the requirement that 40% of smartphone components be sourced locally [2][9] - A $100 million investment proposal from Apple was rejected by Jakarta in November, citing a lack of fairness [4] Market Reaction - Consumers in Indonesia expressed excitement over the availability of the iPhone 16, with many preferring to purchase locally to avoid warranty issues associated with international purchases [3][5] - The launch is seen as a positive development for Apple, indicating a successful negotiation with the Indonesian government [7]