Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S.
Today's update will take us into Apple Silicon territory. Apple opened its chip lab to the press for the first time. We discuss why Apple decided now is the time for such exposure. We will then go over some Apple news on the U.S. manufacturing front with the company announcing an expanded partnership with Amkor.
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The Big Themes from Amazon’s Hardware Event, Apple Pushes Back Against TSMC Price Hike, Thursday Q&A (Daily Update)
Happy Thursday.
We will start today’s update with Amazon, then turn to Apple’s supply chain, and conclude with a new installment of Thursday Q&A.
Let’s jump right in.
The Big Themes from Amazon’s Hardware Event
In a plain vanilla tech presentation with a style reminiscent of something from the late 2010s, Amazon announced a number of new and updated devices. The presentation is available here (via YouTube).
Ambient Intelligence was the central marketing theme used to connect everything together. This is hardly a new theme. Instead, we have heard versions of it from Amazon and Google for years.
Amazon pointed to three key product attributes of its “Ambient Intelligence” product strategy:
Intuitive
Proactive
Personalized
We will revisit this point shortly.
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