Reported 7 months ago
During the Apple Worldwide Developers Conference in June 2024, Apple introduced the 'Apple Intelligence' AI operating system that will require at least an iPhone 15 Pro or Pro Max to operate, potentially sparking a new wave of smartphone upgrades. Analysts predict that major chip supplier Taiwan Semiconductor Manufacturing Co., as well as assembly giants Hon Hai and Pegatron, will benefit from this trend. The new AI system could lead to increased demand for advanced chips like the A17, positioning Taiwan Semiconductor as a significant winner over the next two years. Apple's improvements, such as Siri enhancements, could also drive consumer interest despite concerns over memory space limitations. Overall, the supply chain is optimistic about the potential impact of this development on the smartphone industry.
Source: YAHOO