The Core: Apple TLDR (July 6)

Apple speculation is emerging sleepily and extremely slowly from its post-Independence Day fugue, perhaps the whole world was watching the England v. Mexico match? Big news? Appleās working with Broadcom to improve its own server silicon.
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Apple and Broadcom extend chip partnership to 2031
Interesting new focus on ASIC for AI.
Yanko Design profile of Apple hardware chief, Johny Srouji
āThe last time one Apple executive held this much hardware authority, Steve Jobs was still alive and Bob Mansfield was running the show.ā
Forget the hype ā iPhone Ultra scarcity will tell the story
Low production numbers mean gray-market sales, more than launch-day hype, will tell us if it’s really a hit.
Chinese regulator reveals iPhone 18 Pro battery details
Phone 18 Pro Max to have a 5,567mAh battery in the US, while iPhone 18 Pro to carry 4,288mAh battery.
Appleās M6 chip could skip many products
Reprising Bloombergās June 25 story
Apple TV is upgrading old TV shows to 4K
The first 49 TV shows have been upgraded to 4K SDR in the Apple TV app
Could Chinese memory partnerships drive AAPL growth?
Momentum leads to $340, analysis claims.
Apple restarts App Store, iCloud card payments in India
Apple is testing credit and debit card options to re-enable the capability.
I think this is good, even better if they nationalise rail
Apple Watch Ultra 3 is now $699
Amazon just cut $100 off the cost of last yearās high end watch.
What happened over the weekend?
- Everything thatĀ took place on July 3.
- TheĀ complete weekend coverage.
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