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Report Shows TSMC Hitting Demand Maximum

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly reaching its limit for supply chain demand, creating bottlenecks for the first time in the company’s history. As demand if AI chips grows, the company that once thought it would never hit capacity is now falling behind. In a report in Reuters, the strain is forcing TSMC to build more facilities by the end of next year. TSMC announced it was struggling with demand earlier this year, as the AI infrastructure grow at a rapid pace. The company is continuing its partnerships with Nvidia and Apple. Business News Today – tEDmag

Apple’s First Foldable iPhone Set for 2026 as Hinge Suppliers Compete

Apple is expected to launch its first foldable smartphone in 2026, and competition among potential component suppliers is already intensifying. According to Patently Apple, which cited a well-known analyst, Samsung Display is likely to supply a crease-free display solution for the device. The internal hinge, according to the report, plays a crucial role in minimizing screen creases when the device is unfolded. TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. According to TrendForce, the global foldable hinge market is projected to reach US$1.2 billion in 2025, with hinges currently accounting for about 5–8% of the BOM cost per device. [News] Apple’s First Foldable iPhone Set for 2026 as Hinge Suppliers Compete – LEDinside

Trump Sets 100% Chip Tariffs Unless Firms Invest in U.S.

President Trump said he would impose roughly 100% tariffs on all chips coming into the U.S. but exempt tech companies that have promised to manufacture domestically, a big win for Apple and other electronics firms worried about new trade challenges. Trump’s announcement came at an event trumpeting a new $100 billion investment pledge from Apple. The company has increased its commitments in the U.S. but stopped short of moving iPhone production to the U.S. as Trump wants. The company’s $100 billion promise adds to a $500 billion, four-year commitment Apple made in February that repackaged much of Apple’s existing spending plans in the U.S. Nearly every major tech firm has promised to put more into their U.S. operations, resulting in over $2 trillion in new pledges in the past seven months. f16AjRmObp1pmp4xDQAH-WSJNewsPaper-8-7-2025.pdf

Apple Just Gave This Rare-Earth Company $500m

 It’s been a long time since an expensive magnet has been able to sport a “Made in America” sticker, but recent massive investments in one private company could change all that. Apple announced yesterday that it would commit to a $500 million deal with the only US-based rare-earth producer, MP Materials.  The company was founded in 2017 to bring production back to Mountain Pass Rare Earth Mine in Southeast California, about 50 miles south of Las Vegas, Nevada, which is the second largest rare-earth mine in the world—and the only one operational in the US.  MP Materials’ stock has skyrocketed almost 500% since going public in 2020. Morning Brew crew@morningbrew.com

Apple Will Spend More Than $500 Billion in the U.S. Over the Next Four Years

Today, Apple supports more than 2.9 million jobs across the country through direct employment, work with U.S.-based suppliers and manufacturers, and developer jobs in the thriving iOS app economy. As part of its new U.S. investments, Apple teams and facilities to expand in Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington, and hire 20,000 people.

  • Opening a New Manufacturing Facility in Houston
  • Doubling Apple’s U.S. Advanced Manufacturing Fund
  • Growing R&D Investments Across the U.S.
  • Supporting American Businesses with a New Manufacturing Academy in Detroit

Apple will spend more than $500 billion in the U.S. over the next four years – Apple

That’s one small step for man, one giant leap for mankind – The last time human beings headed moonward was on the Apollo 17 flight that launched Dec. 7, 1972—before any of the Artemis II crew members were born. Today’s crew will not land on the moon—they won’t even orbit the moon. But they will whip around the lunar far side, on a shakedown mission test-flying the Orion spacecraft. This is essential preparatory work for achieving NASA’s bigger lunar goals. Next year there will be another test flight in low Earth orbit during the flight of Artemis III, followed by up to two moon landings by Artemis IV and V in 2028, and annual landings thereafter. Unlike the Apollo program, Artemis aims not just for the so-called flags-and-footprints model of short, one- to three-day stays on the moon, but for a long-term presence at a long-term moon base in the south lunar pole, where deposits of ice can provide drinkable water, breathable oxygen, and oxygen-hydrogen rocket fuel. Very much like the Apollo program, Artemis finds itself in a closely watched moon race, not with the old Soviet Union this time, but with China, which has announced its intention to have astronauts on the moon by 2030. The U.S. is not going it alone this time, however. While Apollo was an entirely American enterprise, Artemis flies under the flag of 60 countries, signatories to the Artemis Accords, an international pact whose members vow to support the peaceful exploration of space and contribute money, modules, and astronauts to the Artemis cause. Artemis II Has Launched. Here’s Everything You Need to Know