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https://www.linkedin.com/pulse/memory-supply-chain-ai-disrup...

  Apple has accepted a 100% price increase for Samsung's LPDDR5X memory, with DRAM supply commitments secured only through the first half of 2026. Tim Cook acknowledged during the Q1 FY2026 earnings call that storage price increases would significantly impact Q2 gross margins.. Apple is evaluating ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) as new supply sources, attempting to rebuild pricing leverage through supply chain diversification.

Security policy usually defaults unknown artifacts to low privileges.

https://arstechnica.com/gadgets/2026/03/m5-pro-and-m5-max-ar...

  Apple says that M5 Pro and M5 Max use an “all-new Fusion Architecture” that welds two silicon chiplets into a single processor. Apple has used this approach before, but historically only to combine two Max chips together into an Ultra.

  Apple’s approach here is different—for example, the M5 Pro is not just a pair of M5 chips welded together. Rather, Apple has one chiplet handling the CPU and most of the I/O, and a second one that’s mainly for graphics, both built on the same 3nm TSMC manufacturing process.

When they don't have to pay a percentage of sales price as royalty to Qualcomm.

All their iPhones run on Apple made cellular chips now

Not yet. Only the iPhone Air and the iPhone 17e and I believe the new iPads.

They still pay a license fee to Qualcomm for the supposed Qualcomm IP in Apple's own chips.

Upcoming Apple display mounted to wall or robot arm is rumored to have audio interface and new OS without 3rd-party apps, only "AI".

Jony Ive at OpenAI is rumored to have smart speaker, pendant, pen and bone-conducting headset in the launch pipeline. Audio interfaces, no screens,

Meta is selling millions of smart glasses, with Apple and others following.

If the memory market was not distorted, home AI + agents + open models could have a bigger role via AMD Strix Halo. Instead, they will be reserved for those who can afford to spend five figures on 512GB or 1TB unified memory on Mac Studio Ultra devices.


Wall mount? I'll pray for an e-Ink model.

I'd love a working bone conduction headset. Also a subvocalization to agent thingy that worked.

Apple recently spent $2B to bring subvocalization inference to iPhones, from the inventor of FaceID and Kinect, https://www.newsweek.com/apples-2b-ai-acquisition-could-have...

> users [could] interact with Siri and future Apple devices without speaking out loud.. AI systems capable of interpreting facial expressions and subtle muscle movements to understand so-called “silent speech.”


I’d love a 2015 input system that worked, but my iPhone’s keyboard prediction has been broken for like a year.

Have you looked into Shokz? I use these a lot, they seem like working bone conduction headsets to me.

https://shokz.com/pages/openrunpro2


when you say "audio interface" I assume you mean like, "Hey Siri" and not an audio interface as in recording device, right?

So we are talking about a HomePod with a screen, or like one of those Meta "Portal" things?


Not sure. Some AI audio pendants are always on. The Apple device is rumored to adapt its interface to the user based on facial recognition. They could choose to start monitoring audio when it thinks a known human wants to interact with the device, https://news.ycombinator.com/item?id=47145201

  Apple is developing a tabletop robot as the centerpiece of its artificial intelligence strategy, with plans to launch the device in 2027.. The robot resembles an iPad mounted on a movable limb that can swivel to follow users around a room..The company is also exploring other robotics concepts, including a mobile bot with wheels similar to Amazon’s Astro, and has discussed humanoid models..

> Some AI audio pendants are always on. The Apple device is rumored to adapt its interface to the user based on facial recognition.

Hmmm, so they traded always-on audio recording for always-on video recording. Not sure this is an improvement.


FaceID (3D) facial recognition would not need video recording.

While true, I think the parent meant more that the camera would be active constantly, instead of a mic.

The FaceID subsystem is already pulsing periodically (N seconds?) on iPhones, e.g. to check for human attention. Apple could also use WiFi 7 Sensing (which can fingerprint humans by heartbeat) to trigger on human presence and determine when a full facial recognition scan was needed.


> run on your own gear

Where does that fall within the range of Mac Studio, Nvidia 4090, H100?


> I need to have the robotic arms

https://appleinsider.com/articles/24/08/14/apple-moving-forw...

  [Apple is] working on a device that uses a robot arm to move around a display.. [that] can spin around and tilt thanks to various actuators.. device to be introduced by 2026 or 2027.. price tag of $1,000.. "several hundred people" working just on that device

(2024)

2025, https://www.investing.com/news/stock-market-news/apples-tabl...

  Apple is developing a tabletop robot as the centerpiece of its artificial intelligence strategy, with plans to launch the device in 2027.. The robot resembles an iPad mounted on a movable limb that can swivel to follow users around a room..The company is also exploring other robotics concepts, including a mobile bot with wheels similar to Amazon’s Astro, and has discussed humanoid models..

> Unrelated to the laptops

From the article:

  In written testimony before the U.S. Senate Committee on Commerce, Science, and Transportation, neuroscientist Jared Cooney Horvath said that Gen Z is less cognitively capable than previous generations, despite its unprecedented access to technology.. Horvath blamed.. tendency to get off-track as a key contributor to technology hindering learning.
> low quality sources

Fortune Magazine? https://en.wikipedia.org/wiki/Fortune_(magazine)

  The publication was founded by Henry Luce in 1929. The magazine competes with Forbes and Bloomberg Businessweek in the national business magazine category and distinguishes itself with long, in-depth feature articles.

Which is all fluff until someone links to a peer reviewed study.

https://www.oecd.org/en/publications/pisa-2022-results-volum...

  Citing Program for International Student Assessment data taken from 15-year-olds across the world and other standardized tests, Horvath noted not only dipping test scores, but also a stark correlation in scores and time spent on computers in school, such that more screen time was related to worse scores.

Let's see what this study actually says, shall we?

> Students who spent up to one hour per day on digital devices for learning activities in school scored 14 points higher in mathematics than students who spent no time, even after accounting for students’ and schools’ socio-economic profile, and this positive relationship is observed in over half (45 countries and economies) of all systems with available data.

That sounds like school laptops to me.


>peer reviewed study..

So you trust the peer, but not the author? How come?


The peer review process provides a minimal level of verification, and the paper provides details that can be directly looked at.

>The peer review process provides a minimal level of verification

But this is only true if you trust the peer more than the author. Because both the author and the peer are not accountable to you or to mostly none.

So "peer review", without any other qualification is as good as shit.

Every time I see people go "BUT IS IT PEER REVIEWED !??" I can't help but chuckle.


> But this is only true if you trust the peer more than the author

Peer review means that EITHER the author or the peer are trustworthy. Not one. Not the other. The failure mode is that BOTH are untrustworthy and not that EITHER is untrustworthy on their own. This is different from no peer review where the author is a single point of failure. There is furthermore the overall system of peer review with some level of checks within it if a peer or author end up being visibly untrustworthy. Not perfect however the same can be said for every single part of human society.

> Every time I see people go "BUT IS IT PEER REVIEWED !??" I can't help but chuckle.

And I sort of chuckle at people like you who don't realize that all of human society if built on the exact same vague fuzzy framework. It's not about absolutes but about levels of trustworthiness and system level checks.

Edit: In this case, for example, the quote is based on a study that the speaker did not publish. The study actually says the exact opposite. So now there's THREE levels of trust that can cross verify. The speaker, the original study authors and the peer reviews. In this case the speaker clearly is not trustworthy as their own source material disagrees with them. Had I simply blindly trusted the speaker this would not have been evident but due to having a study I can verify.


>Peer review means that EITHER the author or the peer are trustworthy.

The point is that trusting two is not better than trusting one when both of them have equal chance to be malicious.

> human society if built on the exact same vague fuzzy framework.

May be, but we can try to call a spade a spade and not pretend that something is more trustworthy than it is.


> have equal chance to be malicious.

Is A has a p chance of being malicious and B has a q chance of being malicious then the chance of them both being malicious is pq. pq <= p and p*q <= q.

I'm honestly not sure why its so hard for you to understand that TWO people being malicious at the same time is less likely than either being mailicous on their own.


This is why "scientists" cannot be trusted. They "thinking" is disconnected from real world dynamics.

> both being malicious is pq.

Not if p -> q. If p is malicious, a malicious q is most probably maliciously picked by p to review this study.


Look at pricing for hard drives, SSDs and even USB flash drives.

Oh don’t worry I know. If I can pat myself on the back a bit, I was super vindicated at work last week when someone shared a WD drive shortage article - I had pushed us to grab 7x 14TB refurbished enterprise drives in December (6 bay raid, 7th is a spare). The 12TB seagate EXOS currently cost $110 more than we paid for those 14’s.

This. I just had to replace a failing NVME m.2 stick, 2TB, that I bought 4 years ago. It was over $100 more than when I bought it. It was painful.

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