Apple

Updates: link here.

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.
• Generative AI: link here. 
• Apple Silicon: link here.

Tech: CPUs, GPUS, cores, threads and all that jazz --

• part one: link here.
• part two: link here.
• part three: link here.
• part four: part four.

Apple Silicon: link here.

M3: 

• wiki has added the M3 family of chips to their "transistor count" page;
• comparing M3 with M2; 
• financial disruptor;

Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:

• $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  
• $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  
• $1 trillion: Apple Silicon, the chip division.

Now, March 11, 2024:

• Apple, a $4-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
  

• $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  
• $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  
• $1 trillion: Apple Silicon, the chip division.
• $1 trillion: FinTech.

If $4 trillion is beyond the pale, then leave it at $3 trillion:

• $750 billion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  
• $750 billion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  
• $750 billion: Apple Silicon, the chip division.
• $750 billion: FinTech.

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Updates

February 6, 2024:

• Apple Services;
• Cisco Webex partners with Vision Pro;
• earnings, 1Q24.
  

January 18, 2024: TSM earnings call; will focus on 1.3 nm.

January 18, 2024: after being banned by international agency, Apple will start selling Apple Watches in the US again, but will tweak software to not include oxygen monitoring. After a rough patch in first half of January, Apple regains footing. AAPL surges; BofA has new target of $225 or thereabout. AAPL closed at $188 today.