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Personal AI “OpenClaw [is] driving Mac lead times to multi-year highs.” — Analyst Erik Woodring As of Thursday, February 19th, lead times across most Mac products have quickly inflected to multi-year highs, around 2-4…
Services is much more than App Store Apple’s App Store revenue growth is strengthening in February, with Morgan Stanley saying the latest data points to a faster pace of expansion heading into the March quarter. The…
Five iPhone assembly plants — three operated by Tata Group entities and two by Foxconn — supported by a supply chain of around 45 companies Apple Inc.’s iPhone became India’s top single export item in 2025, with…
Do I Believe? Donut Lab has commissioned the internationally renowned VTT Technical Research Centre of Finland to conduct independent measurements of the battery’s performance and key characteristics. Unless otherwise…
Up 7 percent y/y in Q4 Source: Counterpoint NB: Original article suggests bad news on the way … The rest of this post is for Asymco members. Continue reading on asymco.com.
it’s not like they [haven’t] fought to keep Canada a very heavily centralized oligopoly The Canadian mobile wallet and payments market, valued at roughly US$1.39 billion in 2024, is projected to reach about US$20.48…
When do we get our money back? The US Supreme Court has ruled against US President Donald Trump’s decision to impose a raft of global tariffs. Six of the court’s nine judges voted to overturn the signature economic…
From luxury to necessity Six skiers who survived a deadly avalanche near Lake Tahoe stayed connected to rescuers by using Emergency SOS via satellite on iPhone. The group was on a multi-day backcountry trip in the Sierra…
If Apple is stressed imagine how the other guys feel. Apple’s latest Wall Street price targets Wedbush: $350 (outperform). Goldman Sachs: $330 (buy). JPMorgan: $325 (overweight). BofA Securities: $325 (buy). Morgan…
Bonfire of the Tech Vanities But consider an alternative reading. The foundation model market is beginning to exhibit classic signs of commoditisation. When one company introduces agentic capabilities, the others follow…
