21Jun17 – Today, there is chatter suggesting Apple has not decided where to place TouchID capabilities in the iPhone 8. If a bezel free design is used integrating TouchID into the display stack is no simple task.
15June17 – An article that appeared in the twittersphere yesterday details the use of algorithms to find wording differences in SEC filings. It appears to be a variant on the Efficient Market Hypothesis (EMH). ned took a look at whether the EMH considers technology and patents.
30 May 17 – There are two bits of chatter around Apple’s semiconductor work. First, is talk of an Apple AI chip. Second, is talk that a veteran Qualcomm engineer was hired into the wireless group. This is interesting because at the moment it is only the W1 chip. It sure seems like there are more plans in the works.
12May17 – Chatter erupted around a “report” that Apple was beginning A11 production. It was said that the A11 would be made with a 10 nm FinFET process. The last 2 generations of A-series were made with a 16 nm process, so the move to 10 nm is no real surprise. What will be of interest is whether the A11 has an Apple designed GPU. As already said I suspect there was working silicon before Apple broke its GPU relationship with Imagination.
03May17 – An IEEE article on Intel’s Optane memory said the details of the memory cell are not important. Is this correct? The quickest way to look forward is to understand the cell. Can it become the universal memory or are then fundamental physics limitations to the cell. This is hard to determine with quotes from company execs.
18Apr17 – There is talk of an impending iPad Pro refresh. If so, will we see an A10X? Will we see and Apple GPU?