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The AI Boom Is Coming for Apple's Profit Margins

Apple's long-standing dominance over its electronics supply chain is eroding as AI companies outbid the iPhone maker for critical components like chips, memory and specialized glass fiber, giving suppliers the leverage to demand that Apple pay more. CEO Tim Cook acknowledged the pressure during a Thursday earnings call, noting constraints in chip supplies and significant increases in memory prices. Nvidia has overtaken Apple as TSMC's largest customer, CEO Jensen Huang said on a podcast; Apple had held that position by a wide margin for years. DRAM prices are set to quadruple from 2023 levels by year-end and NAND prices will more than triple, according to TechInsights. The firm estimates Apple could pay $57 more for memory in the base iPhone 18 due this fall compared to the base iPhone 17 currently on sale -- a significant hit on a device that retails for $799.

Read more of this story at Slashdot.

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On a classé tous les iPhone depuis le premier modèle… du meilleur au pire

Depuis près de vingt ans, l’iPhone se réinvente par petites touches. Génération après génération, Apple a affiné sa formule, au point d’imposer son smartphone comme une des meilleures références du marché. Mais dans cette longue histoire, tous les modèles n'ont pas forcément marqué les esprits. Voici notre classement de tous les iPhone, du plus mémorable au plus décevant.

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Apple 'Runs on Anthropic,' Says Bloomberg's Mark Gurman

Apple "runs on Anthropic at this point" and that the AI company is powering much of what Apple does internally for product development and internal tools, according to Mark Gurman, the most influential reporter on the Apple beat. Apple had initially pursued an AI deal with Anthropic before the Google partnership came together, but negotiations fell apart over pricing -- Anthropic reportedly wanted several billion dollars per year and a doubling of fees over time. Apple's deal with Google is costing roughly one billion dollars annually.

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L’iPhone 17 est plus fort que l’iPhone 12 et l’iPhone 6 : Apple bat tous les records

À peu près tous les cinq ans, l'iPhone entre dans un « super-cycle » qui s'explique par une plus grande envie des consommateurs de renouveler leurs appareils. La gamme iPhone 17, lancée en septembre 2025, semble la digne héritière des iPhone 12 : les ventes d'iPhone ont connu un impressionnant +22,3 % à Noël.

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Apple Creator Studio : la banque d’images ne fonctionne que dans les apps Apple (et c’est nul)

Les versions payantes de Pages, Numbers et Keynote, accessibles dans l'abonnement Apple Creator Studio à 12,99 euros par mois (2,99 euros pour les étudiants), incluent une banque d'images libres de droits, utilisables en illimité dans ses présentations. Problème : Apple verrouille leur utilisation en dehors de ses apps.

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J’ai remplacé Adobe par Apple Creator Studio pendant 15 jours : voici mon bilan

Pour 12,99 euros par mois (ou 2,99 euros pour les étudiants), l'Apple Creator Studio réunit toutes les applications professionnelles d'Apple, autrefois vendues à l'unité, dans un seul abonnement. Cette proposition rivale de l'Adobe Creative Cloud, référence absolue du secteur, regroupe notamment Final Cut Pro, Logic Pro et Pixelmator Pro. Elle améliore aussi la suite bureautique d'Apple : Pages, Numbers et Keynote gagnent une banque d'images et des fonctionnalités IA.

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Apple déploie plusieurs mises à jour importantes sur ses iPhone, y compris sur l’iPhone 5s sorti il y a 13 ans

Apple a déployé les mises à jour iOS 26.2.1, iOS 18.7.4, iOS 16.7.13, iOS 15.8.6 et iOS 12.5.8 sur des centaines de millions d'iPhone le 26 janvier : tous les appareils jusqu'à l'iPhone 5s sont compatibles. En plus de corriger des failles de sécurité, ces mises à jour étendent le support de FaceTime et iMessage à l'après-2027.

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Apple Launches AirTag 2 With Improved Range, Louder Speaker

Apple has launched a new AirTag 2 that features improved range, a speaker that's 50% louder, and expanded Apple Watch-based tracking. Pricing stays the same at $29 (or $99 for four). 9to5Mac reports: The new AirTag comes with an upgraded second-generation Ultra Wideband chip for improved range, including when using Precision Finding. From Apple Newsroom: "Apple's second-generation Ultra Wideband chip -- the same chip found in the iPhone 17 lineup, iPhone Air, Apple Watch Ultra 3, and Apple Watch Series 11 -- powers the new AirTag, making it easier to locate than ever before. Using haptic, visual, and audio feedback, Precision Finding guides users to their lost items from up to 50 percent farther away than the previous generation. And an upgraded Bluetooth chip expands the range at which items can be located. For the first time, users can use Precision Finding on Apple Watch Series 9 or later, or Apple Watch Ultra 2 or later, to find their AirTag, bringing a powerful experience to the wrist." Another key upgrade with the new AirTag is an improved speaker, which should also make the accessory easier to find. Apple says: "With its updated internal design, the new AirTag is 50 percent louder than the previous generation, enabling users to hear their AirTag from up to 2x farther than before." Apple also touts privacy and security improvements with the new AirTag: "Designed exclusively for tracking objects, and not people or pets, the new AirTag incorporates a suite of industry-first protections against unwanted tracking, including cross-platform alerts and unique Bluetooth identifiers that change frequently."

Read more of this story at Slashdot.

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Apple's Secret Product Plans Stolen in Luxshare Cyberattack

An anonymous reader shares a report: The Apple supplier subject to a major cyberattack last month was China's Luxshare, it has now emerged. More than 1TB of confidential Apple information was reportedly stolen. It was reported in December that one of Apple's assemblers suffered a significant cyberattack that may have compromised sensitive production-line information and manufacturing data linked to Apple. The specific company targeted, the scope of the breach, and its operational impact were unclear until now. The attack was first revealed on RansomHub's dark web leak site on December 15, 2025, where the group claimed it had encrypted internal Luxshare systems and exfiltrated large volumes of confidential data belonging to the company and its customers. The attackers warned that the information would be publicly released unless Luxshare contacted them to negotiate, and accused the company of attempting to conceal the incident. According to the attackers' claims, the exfiltrated material includes vital files such as detailed 3D CAD product models and high-precision geometric files, 2D manufacturing drawings, mechanical component designs, circuit board layouts, and internal engineering PDFs. The group added that the large archives include Apple product data as well as information belonging to Nvidia, LG, Tesla, Geely, and other major clients.

Read more of this story at Slashdot.

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Setapp Mobile To Close in February as Alternative iOS App Store Economics Prove Untenable

MacPaw, the Ukraine-based developer, has announced that Setapp Mobile -- its alternative iOS app store for European Union users that launched in open beta in September 2024 -- will shut down on February 16, 2026, citing "still-evolving and complex business terms" for alternative marketplaces that don't fit its current business model. Alternative iOS stores became possible under the Digital Markets Act but face challenges including Apple's controversial Core Technology Fee, which Epic Games CEO Tim Sweeney has called "ruinous for any hopes of a competing store getting a foothold."

Read more of this story at Slashdot.

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