Apple CEO Tim Cook secretly signed a five-year investment agreement with Beijing in 2016. Internal Apple documents provide a rare glimpse at Apple's interaction with Chinese officials over the years. My latest scoop for @theinformation .

ByteDance is following Meta by developing a mixed-reality goggles-like device rather than a bulky headset. The move underscores how consumers are prioritizing comfort over raw performance. Check out my latest scoop with @JuroOsawa for @theinformation .

RT @theinformation: Apple considered a cloud service for developers, leveraging its custom chips for efficient performance against rivals.….

Microsoft hopes that by scaling back some of its AI chip designs and pushing out the schedule for other AI chips already in the works, it can develop them more easily. Check out my latest scoop for @theinformation.

Microsoft is working on 3 successor AI chips to Maia 100 due in 2025, 2026 and 2027. But its next version, Maia 200, has been delayed by six months, and its performance falls short of Nvidia's chips. Check out my latest scoop with @QianerLiu .

Nvidia CEO Jensen Huang is meeting with Trump more frequently and becoming more vocal about the damage U.S. restrictions on chip sales to China are having on the U.S. tech industry. Check out @QianerLiu, @anissagardizy8 and my story for @theinformation.

Apple still offers its iPhone satellite features for free, partly due to concerns it could be regulated as a telecom if it begins charging. The service also has faced attacks from Elon Musk. Check out @aatilley's and my story for @theinformation.

In 2026, Apple plans to stagger the launch of new iPhones so more premium models are released in the fall followed by cheaper ones in the spring. It’s also betting on a foldable iPhone and under-display sensors to enable near edge-to-edge screens.

Apple is caught in the middle of geopolitical tensions between China and India and is facing unprecedented challenges moving iPhone production to the South Asian country. Check out my latest for @theinformation.

Apple’s decision to delay new AI features in Siri came after years of dysfunction and clashes between the AI/ML and software engineering groups. Many blame Siri's poor leadership for its slow progress. Check out my latest for @theinformation .

Apple TV+, known for its prestige TV and movies, is losing more than $1 billion a year even as executives try to rein in its spending. The video-streaming service had around 45 million subscribers as of last year. Check out my latest for @theinformation .

Apple's in-house modem in the iPhone 16e is part of larger a plan to rid itself of Qualcomm. But it's also the culmination of years of petty snubs and feuds between the companies' top executives over patent fees. Check out my latest for @theinformation .

RT @theinformation: Exclusive: Apple Partners With Alibaba to Develop AI Features for iPhone Users in China. Apple’s Alibaba partnership hi….

Apple has historically resisted buying or renting big quantities of Nvidia chips partly due to disputes that arose during the period when Steve Jobs was CEO, leading to a more than decades-long chill. Learn why with my latest for @theinformation .

Apple is working on its first server chip for artificial intelligence and is getting help from Broadcom for the networking piece. The chip is due in 2026 and is intended for internal use only. Check out my latest scoop with @qianerliu for @theinformation.

Meta wants its Chinese manufacturer, Goertek, to take over more design responsibilities for its mixed-reality devices. It also is moving up to half of Quest production out of China. Check out my latest with @KalleyHuang and @JuroOsawa for @theinformation.

Apple faces hurdles working with Baidu to launch Apple Intelligence in China next year, some of which relates to adapting Baidu's AI models to be more relevant to iPhone users and the use of data. Check out @QianerLiu and my latest for @theinformation.

Apple's ultrathin iPhone planned for next year doesn't have a physical SIM tray. That could prevent the company from selling the model in China, where eSIMs for smartphones aren't approved. Check out my latest scoop with @QianerLiu for @theinformation .

Apple has reached a milestone in its effort to reduce its dependence on China. It's learning how to scale up mass production of the base model iPhone 17 in India rather than China, the first time it's ever done so. Check out my latest for @theinformation.

Apple could suspend production of the Vision Pro as soon as next month amid weak demand, and some suppliers have already halted manufacturing components since early summer. Check out my latest scoop with @QianerLiu for @theinformation.

RT @theinformation: Exclusive: A recent production hiccup with Nvidia’s latest AI chip shows the growing pressures in its relationship with….