Apple News
Japan to force more browser choice on iPhone this December
Japan’s new antitrust regulations will not only mandate Apple to permit third-party app stores but also require the company to allow third-party browser engines on iPhones starting in December.
Amber Neely for AppleInsider:
Japan’s Fair Trade Commission is gearing up to enforce its new Smartphone Act rules that directly impact Apple’s software policies. Central to the changes is Apple’s WebKit-only rule for all iOS browsers.
The new guidelines, translated by Open Web Advocacy, give Apple until December 2025 to remove restrictions that block or hinder third-party browser engines on iOS. That deadline means iPhone users in Japan could see actual alternatives to Safari as early as 2026.
In July, Japan’s Fair Trade Commission finalized updates to the Mobile Software Competition Act, with full enforcement set for December 18, 2025. The rules require Apple to allow third-party app stores, alternative payments, and broader access to hardware features like Face ID and Touch ID.
MacDailyNews Take: Apple rightly argues that many of these changes could put user privacy and security at risk.
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Rare earths miner MP Materials hits record high after smaller loss, Pentagon and Apple boost
MP Materials’ stock soared to a record high on Friday after the U.S. rare earths miner reported increased output, a smaller-than-anticipated quarterly loss, and projected further production growth. Shares climbed 10.45% to $78.50 in early trading.
The Las Vegas-based company, which operates the only U.S. rare earths mine, has seen its stock quadruple this year amid U.S. efforts to secure domestic supplies and reduce reliance on China.
The gains follow a multibillion-dollar deal with the U.S. Department of Defense, setting a $110 per kg price floor for NdPr—nearly double Chinese market rates—potentially making the Pentagon MP’s largest shareholder. Additionally, a $500 million rare earth magnet supply deal with Apple, with prepayments covering most of the expansion costs for MP’s Independence mine in Texas, bolstered the stock’s rise.
Reuters:
Production of neodymium and praseodymium (NdPr), the most in-demand rare earths, jumped nearly 120% in the second quarter to a record 597 metric tons.
In the current quarter, NdPr oxide production is expected to rise 10% to 20% sequentially, Founder and Chief Operating Officer Michael Rosenthal said on a post-earnings call.
Analysts at TD Cowen said strong upstream volumes and magnetics output drove a 40% EBITDA beat, with commercial magnet production on track by the year-end.
They now expect the company to hit a 60,000-tonne annual run-rate of rare earth oxide output a year ahead of schedule.
Stage III magnetics operations are already EBITDA-positive and, alongside government and Apple funding, leave the company well-capitalized to accelerate growth, brokerage DA Davidson said.
MacDailyNews Note: MP posted an adjusted loss of $0.13 per share for second quarter, while analysts estimated a $0.19 loss.
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‘The Holiday’ limited series based on Nancy Meyers’ 2006 film in development at Apple TV+
Apple TV+ is working on a limited-series adaptation of Nancy Meyers’ 2006 romantic comedy film “The Holiday,” according to a source familiar with the project, as reported by The Hollywood Reporter. The original movie featured Cameron Diaz, Kate Winslet, Jude Law, and Jack Black.
Tony Maglio for The Hollywood Reporter:
Meyers is not involved in the adaptation — she didn’t even know about it.
“News to me,” Meyers wrote on her Instagram on Friday. “Imagine my surprise when I opened Instagram and this was the first post I saw.”
Krissie Ducker will write and executive produce through Left Bank Pictures; Rob Delaney (Catastrophe) is a consultant.
Ducker was a writers’ assistant on Catastrophe. For Delaney, should The Holiday get an official greenlight, it will mark his return to Apple TV+ after starring in season one of Bad Monkey.
The Apple TV+ limited series will follow new characters. Like the ‘06 comedy, this version will follow a single American woman and a single British woman, living very different lives, who swap their houses for the holidays. They, of course, find love along the way.
The newcomers have yet to be cast.
MacDailyNews Note: “The Holiday” debuted at number three on the U.S. box office chart, earning $12,778,913 during its opening weekend of December 8, 2006. The film grossed $63 million in North America and $142 million internationally, totaling $205,841,885 worldwide against an $85 million production budget.
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After strong week, here’s how Apple stock can keep its momentum
Apple shareholders anticipated a strong close to the summer, and their expectations are being met. The company’s third-quarter earnings and revenue surpassed estimates last week. On Wednesday, CEO Tim Cook joined President Donald Trump at the White House to announce an additional $100 billion in U.S. investments, driving a significant surge in the stock price.
“It’s finally been a good week for Apple bulls after a frustrating year,” wrote Dan Ives of Wedbush in a research note Friday.
Apple’s lack of a robust artificial-intelligence strategy relative to its peers has been one reason for frustration. This dilemma has been a “black cloud over the stock,” Ives said, as he outlined three steps the company can take to prove Apple is a serious AI player.
Most notably, Ives is advocating for Apple to buy Perplexity, the AI search-engine start-up. Some on Wall Street have been pushing for a Perplexity acquisition this year, and Ives said he’d be comfortable even if Apple paid $30 billion or more to make that happen.
Apple also needs to double down on its partnership with Alphabet, Ives argued, by fully integrating Google’s Gemini AI into the iPhone. Any such move may draw regulatory scrutiny, with the two companies’ Google search partnership already under the microscope in Google’s ongoing antitrust litigation. But Ives believes expanding the relationship is a smart bet.
Lastly, Ives thinks Apple needs more AI innovators in the building, though he conceded Cook is likely to stick around for the foreseeable future. “The current management team including Cook has Apple on an AI treadmill on 2.5 [miles-per-hour] speed going nowhere,” Ives wrote.
MacDailyNews Take: Last month, Melius’s Ben Reitzes also suggested that Apple might benefit from an external AI partnership and suggested that Elon Musk’s xAI (Grok) could be the ideal match.
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Apple releases special ‘Here’s to the Dreamers’ iPhone wallpaper
Apple is celebrating five creative trailblazers from Southeast Asia. Through music, art, app development and more, these visionaries dared to dream, defied conventions, and left their mark far beyond their communities.
Step into their world on the App Store, Apple Music, and Apple TV app, and be inspired by the impact they’ve made across borders, cultures, and creative spaces.
Joy Ngiaw is a Malaysian-born award-winning composer who brings a distinct and innovative touch to her music. Catch a glimpse of how she made history and broke barriers as a Southeast Asian woman in the film and TV scoring world.
Nguyễn Khánh Duy: Discover how the associate art director at Riot Games pursued his dreams, overcoming setbacks, and has since created numerous skins for heroes in the hit MOBA game, League of Legends.
Baskara Putra, or also known as Hindia, is a singer and songwriter from Indonesia. Learn about his journey towards achieving his dreams, releasing chart-topping hits that express deep vulnerability spanning topics from his personal life to social issues.
Kuok Meng Ru is the CEO and Co-Founder of BandLab, a music-making platform that aims to empower indie musicians with its creation tools and community, which has helped kickstart the careers of artists like d4vd. Step into his journey and vision of revolutionising music creation, making it accessible for everyone around the world.
TangBadVoice, or Tawanwad Wanavit, is one of Thailand’s most distinctive and multi-talented rapper. Be inspired by his creative journey as he brings real-world issues into focus through his music, which he skilfully combines with his unique style and humour.
Check out their creations here.
As part of the celebration, Apple has releases “Here’s to the Dreamers” wallpaper. Let every glance at your phone inspire you with the special “Here’s to the Dreamers” wallpaper, where the design captures a flourishing and vibrant dreamscape — an abstract realm where imagination nurtures dreams, and ignites the growing Southeast Asia creative spirit.
MacDailyNews Note: To get and set “Here’s to the Dreamers” wallpaper on your iPhone, after tapping this link, press and hold and select Save to Photos. Then view the image in the Photos app, tap the share button in the lower left, and select Use as Wallpaper.
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Apple’s huge jump puts stock on brink of cracking key level
Apple’s stock surged up to 8.2% over two trading days following President Donald Trump’s announcement that the company will invest an additional $100 billion in U.S. manufacturing to avoid severe tariffs. This two-day rally has positioned Apple to potentially break above a critical technical threshold, signaling progress in overcoming investor skepticism about its artificial intelligence goals and tariff challenges.
Ryan Vlastelica for Bloomberg News:
The move has the stock about 1% from breaking above its 200-day moving average, a level that it has closed below for 103 straight sessions, the longest such streak since 2016.
“The longer a stock is below its 200-day, the more significant the level becomes, and the more difficult it will be for Apple to break back above it and rebound, since the level starts to serve as resistance,” said Andre Bakhos, president of Ingenium Analytics.
Apple’s $100 billion spending commitment could go a long way to repairing its fraught relations with Trump, whose tariffs on countries that are home to Apple’s production partners cost the Cupertino, California-based company $800 million in its fiscal third quarter. But the company’s problems run deeper than that, according to Jim Awad, senior managing director at Clearstead Advisors.
“What Apple needs in order to really break out is confidence from the investment community that it will play ball in the AI space,” Awad said. “The future of the company is dependent on it, and it could lose ground unless it becomes more aggressive.”
MacDailyNews Take: Conveniently, as we just wrote: “The next major ratchets up for Apple will be when a U.S.-China trade deal is reached and, then, when greatly improved Siri – AI-powered – is released to the public.”
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Apple’s $100 billion American Manufacturing deal with President Trump marked a ‘remarkable turn’ – Jim Cramer
Apple this week announced a new $100 billion commitment to America, a significant acceleration of its U.S. investment that now totals $600 billion over the next four years. Today’s announcement includes the ambitious new American Manufacturing Program (AMP), dedicated to bringing even more of Apple’s supply chain and advanced manufacturing to the U.S. Through AMP, Apple will increase its investment across America and incentivize global companies to manufacture even more critical components in the United States.
“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program,” said Tim Cook, Apple’s CEO, in a statement. “This includes new and expanded work with 10 companies across America. They produce components that are used in Apple products sold all over the world, and we’re grateful to the President for his support.”
CNBC’s Jim Cramer on Thursday reflected on Apple’s stock moves after the iPhone maker’s deal with President Donald Trump shocked Wall Street. He suggested the development is a “remarkable turn” for Apple and the market.
“The pin action from the Apple deal with the White House reverberated through almost all of tech, making it a terrific sector to own,” Cramer said…
The announcements boosted the Nasdaq Composite on Thursday, with the tech-heavy index closing up 0.35% even as the other major indexes closed in the red.
Apple stock jumped 6.78%, and the company recouped some of the steep losses it suffered after Trump declared tariffs in April.
Cramer emphasized the magnitude of Trump’s announcement. It now seems Apple’s tariff burden has been lifted, he said, just a few months after the president insisted it would have to pay a 25% tariff on iPhones made anywhere outside the U.S. Cramer wondered what the news means for Apple competitors like Samsung, speculating on whether the company would be subject to a 100% duty or the 15% rate negotiated by South Korea.
Cramer repeated that he believes Apple is a reliable long-term investment, saying the company “always seems to get it right in the end… You need to think about the last 24 hours… and where this Apple stock has come from,” he said. “You need to know that this is why I say own Apple, don’t trade it.””
MacDailyNews Take: The next major ratchets up for Apple will be when a U.S.-China trade deal is reached and, then, when greatly improved Siri – AI-powered – is released to the public.
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Lawsuit accuses Apple of stealing trade secrets to create Apple Pay
A Texas company, Fintiv, has filed a lawsuit against Apple, alleging the tech giant stole its technology to develop Apple Pay. In a complaint disclosed Thursday, Fintiv claims Apple Pay’s core features stem from technology created by CorFire, acquired by Fintiv in 2014, and now utilized in hundreds of millions of iPhones, iPads, Apple Watches, and MacBooks.
Jonathan Stempel for Reuters:
Fintiv, based in Austin, Texas, said Apple held multiple meetings in 2011 and 2012 and entered nondisclosure agreements with CorFire aimed at licensing its mobile wallet technology, to capitalize on fast-growing demand for contactless payments.
Instead, and with the help of CorFire employees it lured away, Apple used the technology and trade secrets to launch Apple Pay in the United States and dozens of other countries, beginning in 2014, the complaint said.
Fintiv also said Apple has led an informal racketeering enterprise by using Apple Pay to generate fees for credit card issuers such as Bank of America, Capital One, Citigroup, JPMorgan Chase, and Wells Fargo, and the payment networks American Express, Mastercard and Visa…
In a statement, Fintiv’s lawyer Marc Kasowitz called Apple’s conduct “one of the most egregious examples of corporate malfeasance” he has seen in 45 years of law practice.
The lawsuit in Atlanta federal court seeks compensatory and punitive damages for violations of federal and Georgia trade secrets and anti-racketeering laws, including RICO.
MacDailyNews Take: It’ll be interesting to see how this case ends.
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Formula One Group sees revenue boost from Apple’s Brad Pitt ‘F1’ movie
The Formula One Group, owned by Liberty Media, credits the Brad Pitt F1 movie for a revenue surge this quarter, boosting the sport’s cultural influence. The film’s late June release drove a one-time revenue spike, contributing to a 40% year-over-year increase, reaching $1 billion.
Caitlin Huston for The Hollywood Reporter:
Executives quantified the impact of the movie on revenue as “as a mid-teens number for the quarter,” with other drivers including continued growth in F1 TV subscriptions, in addition to a calendar variance that led to a larger proportion of season-based income recognized during the second quarter.
The film had a strong opening weekend at the box office, with $55.6 million in North America, and has since brought in more than $500 million globally.
On Liberty’s earnings call Thursday, Formula One President Stefano Domenicali also pointed to the cultural impact of the movie, as well as the economy it may help generate around the sport.
“I would say the effect of the movie is not only, of course, about the dollars and economical input, but the sport will have an incredible opportunity to grow its awareness and to generate the circular economy around that,” Domenicali said.
He added that he expects interest, and future revenue opportunities, to continue as the film is later released on Apple’s streaming platform.
MacDailyNews Take: We’ve been patiently waiting for “F1 The Movie” to hit Apple TV+, so far to no avail. The good news is that the longer the wait, the bigger the film is, and the more eyeballs and subscribers it will draw to Apple TV+!
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xAI makes Grok Imagine video generator free for all users
Elon Musk’s xAI has released Grok Imagine, a free tool for converting images into short videos, accessible to all users.
One of the few free image-to-video generative AI tools, it’s available within the Grok app on iOS and Android.
Users can generate or upload an image and use a button to transform it into a video.
experience the world's fastest video and image generator. download the Grok app to try Grok Imagine for free:https://t.co/bmMEGIscXJ
— X (@X) August 7, 2025
MacDailyNews Take: The best GenAI tool gets even better for everyone!
More info and download link for Grok (free) via Apple’s App Store here.
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President Trump says U.S. to levy 100% tariff on imported chips; firms with U.S. manufacturing, commitments exempt
President Donald Trump announced a 100% tariff on semiconductor imports, with an exemption for companies manufacturing in the U.S. or those committed to doing so. The policy, aimed at boosting domestic manufacturing, was revealed alongside Apple’s commitment to invest an additional $100 billion in the U.S. market.
Reuters:
For companies like Apple, which have committed to build in the United States, “there will be no charge,” he told reporters in the Oval Office.
He warned, however, that companies should not try to wrangle out of pledges to build U.S. factories. “If, for some reason, you say you’re building and you don’t build, then we go back and we add it up, it accumulates, and we charge you at a later date, you have to pay, and that’s a guarantee,” Trump added.
Taiwanese chip contract manufacturer TSMC is expected to be relatively unscathed as it has U.S. factories, so key customers such as Nvidia are unlikely to face increased tariff costs for U.S-made chips.
Nvidia, which makes cutting-edge AI graphics processing units, also plans to invest hundreds of billions of dollars in the U.S. TSMC did not immediately reply to a request for comment, and an Nvidia spokesperson declined to comment.
“There’s so much serious investment in the United States in chip production that much of the sector will be exempt,” said Martin Chorzempa, senior fellow at the Peterson Institute for International Economics.
He added that chips made by China’s SMIC or Huawei are unlikely to be exempt, but noted that chips from these companies entering the U.S. market were mostly incorporated into devices assembled in China.
“If these tariffs were applied without a component tariff, it might not make much difference,” he said.
The EU has said it agreed to a single 15% tariff rate for the vast majority of EU exports, including cars, chips and pharmaceuticals. Japan has said that the U.S. agreed not to give it a worse tariff rate than other countries on chips.
MacDailyNews Take: Its simple: Invest in American manufacturing and you’ll avoid the 100% tariff on semiconductor imports.
Expect specific exemptions from U.S. import tariffs for important Apple products. – MacDailyNews, February 2, 2025
If only we had seen how President Trump’s trade policies played out globally and how the markets reacted and responded previously (dripping sarcasm).
Anyone who thinks Apple won’t get significant, meaningful U.S. import tariff exemptions hasn’t been paying attention. Profit from the panic of the uninformed and misinformed. – MacDailyNews, March 19, 2025
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Apple continues worldwide tablet market domination with 12.7 million iPad units shipped in Q225
Apple continued its worldwide tablet market domination as overall tablet shipments – all vendors – grew 13.1% year-over-year in the second quarter of 2025 (2Q25), totaling 38.3 million units, according to data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Growth continued from the first quarter with product refreshes, replacement cycles, active education projects and subsidies in China driving the shipment volume. Growth continued from the first quarter with product refreshes, replacement cycles, active education projects and subsidies in China driving the shipment volume.
Vendor pre-stocking activity in anticipation of tariffs led to better-than-expected performance in the U.S. Growth in emerging markets is largely driven by demand within education and increased product offerings with affordable pricing. Innovation, especially with AI-powered features that enhance user experience, productivity and performance optimization increase tablets’ capabilities which in turn has generated good interest in the premium segment as well.
2Q25 Company Highlights
• Apple dominated the market and shipped 12.7 million units and recorded a growth of 2.4% year-over-year in the quarter. The iPad 10.9-inch model, released after three years, bolstered growth for the vendor in the quarter. The 11- and 13-inch iPad Air were also refreshed within less than a year, but it still added to the growth volume.
• Samsung continued its distant second position and grew by 4.2% year-over-year with a shipment of 7.2 million units. Along with projects in Latin America that added to the volume, Samsung has been aggressively pushing shipments in the Middle East and in Europe, in order to compete with other top vendors.
• Lenovo retained the third position in 2Q25 this quarter and its sales grew by 25% year-over-year with 3.1 million shipment units. There was an increased uptake in channels as Lenovo also continued to push aggressively with its Tab M Series models. The PRC subsidies also helped drive growth with their Y700 and Xiaoxin Pad Pro models being the main drivers.
• Amazon returned to the top five this quarter and secured the fourth position. The vendor recorded a growth of 205% year-over-year, recording shipments of 3.1 million units. Growth can be attributed to the timing of Prime Day which was right before the next big tariff announcement (which eventually didn’t happen) which could have led to Amazon pulling in extra inventory in 2Q25.
• Xiaomi landed in the fifth position with a shipment of 2.8 million units and year-over-year growth of 42%. The vendor continues to sustain high growth even in Q2 with the Pad 7 and Redmi Pad SE driving the shipment volume. The vendor also launched three new tablets — Pad 7 Ultra, Pad 7S Pro and the Redmi K Pad that further boosted sales.
“It is evident from tablet market performance in 2Q25 that a significant number of consumers are value-driven and that price drops from promotions and subsidies can significantly change buying behavior. Tablets often function as secondary devices, so many times consumers are willing to wait for deals rather than pay full price for the device. Even for top vendors like Samsung, it is their aggressive promotions that led to high volume sales in many regions and for Apple, volume is still driven by their lower range iPads,” said Anuroopa Nataraj, senior research analyst with IDC’s Mobility and Consumer Device Trackers. “However, premium buyers definitely exist but are brand selective; along with innovation, the brand ecosystem, reputation and user trust are essential to justify the price, something that only a few, top vendors can achieve.”
Top Five Tablet Companies, Worldwide Shipments, Market Share, and Year-Over-Year Growth, Q2 2025
(Preliminary results, combined company view for the current quarter only, shipments in millions)
Table Notes:
• Numbers are rounded off to the nearest tenth decimal place.
• Shipments include shipments to distribution channels or end users. OEM sales are counted under the company/brand under which they are sold.
• The “Company” represents the current parent company (or holding company) for all brands owned and operated as a subsidiary.
MacDailyNews Take: If it’s not an iPad, it’s a cheesy knockoff of an iPad.
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HBO Max password sharing crackdown to get ‘more aggressive’ next month
If you’re sharing your HBO Max account, that perk is nearing its end. Warner Bros. Discovery’s streaming and gaming chief, JB Perrette, announced during the company’s Q2 earnings call that they’ll ramp up efforts to curb account sharing with stricter measures. The crackdown is set to begin by late 2025, with financial effects expected in 2026.
Following in Netflix’s lead, WBD, Disney and other media companies are all ramping up efforts to limit password sharing, anticipating a significant financial payoff from cracking down on once-overlooked practice.
Several months of testing has enabled WBD to determine “who’s a legitimate user who may not be a legitimate user,” Perrette said. Once that is determined, he continued, the next step is to “turn on the more aggressive language around what needs to happen” in order to and make sure that “we are putting the net in the right place, so to speak.”
“The message language right now has been a fairly soft, cancel-able message,” he said. It will “start to get more fixed and such that people have to take action as opposed to right now, sort of having to be a voluntary process.” Once those directives are established, he said, “the real benefit will start probably in the fourth quarter and then kick in in 2026.”
MacDailyNews Take: Party’s over.
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Apple CEO Cook gives President Trump a gift of glass and 24-karat gold
Moments before President Donald Trump announced that Apple will invest an additional $100 billion in U.S. jobs and suppliers, Apple’s chief executive Tim Cook gave Trump a customized plaque with a 24-karat gold base during an Oval Office news conference Wednesday.
Grace Moon and Katie Tarrant for The Washington Post:
“Apple will build the largest and most sophisticated smart glass production line in the world,” Trump said, adding that the tech company will source the cover glass for iPhone and Apple Watch products from a Corning facility in Harrodsburg, Kentucky.
Pausing his speech, Trump invited Cook to come up and “show them a little bit about the product you’re going to be doing in Kentucky.”
Cook approached the desk, where he gingerly unboxed the gift: an object that appeared to be an enlarged artistic rendering of a silicon wafer, a material used to make semiconductors, mounted on a 24-karat gold base.
“It’s a unique unit of one,” Cook said as he displayed the glass sculpture engraved with the president’s name, adding that it was designed by a former U.S. Marine corporal who now works at Apple.
On top of his latest deal with Apple, Trump also introduced a sweeping chip tariff at the Wednesday event, saying he will impose a 100 percent tariff on all computer chips imported to the U.S. However, Trump pledged to exempt companies that commit to “building” on U.S. soil, adding that Apple had successfully secured an exemption…
The Apple CEO had said Trump’s tariffs could add $900 million to the company’s overall costs. But on Wednesday, Cook was seen shaking the president’s hand and thanking him for being “a great advocate for American innovation and manufacturing.”
“We’re a proud American company,” Cook said.
MacDailyNews Note: The iPhone glass, from American manufacturer Corning, is a disc with the iconic Apple logo cut into it. The top of the glass is etched with “PRESIDENT DONALD TRUMP” under which is printed, “APPLE AMERICAN MANUFACTURING PROGRAM.” Under the Apple logo cutout, Tim Cook’s signature and “MADE IN USA” and the year 2025 are etched. The glass was designed by a “former US Marine Corps corporal” who works at Apple, according to Cook. The 24-karat gold base “comes from Utah.”
There is no word on how much the base weighs. An ounce of 24 karat gold is currently priced at approximately US$3,389.50.
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Apple to switch to advanced American-made iPhone camera sensors
Samsung Electronics will produce digital image sensors for Apple at its semiconductor facility in Austin, Texas in the latest sign that South Korean technology companies are starting to reap the benefits of a series of American investments and President Donald Trump’s tariff policies.
Christian Davies and Song Jung-a for Financial Times:
The iPhone maker on Wednesday said it would work with Samsung’s semiconductor facility in Austin, Texas, “to launch an innovative new technology for making chips, which has never been used before anywhere in the world”.
Although the companies did not specify the technology to be deployed, people familiar with the deal said the South Korean chipmaker would make a three-layer stacked image sensor — used in smartphone cameras to capture images — for Apple’s iPhone 18, expected to be released next year.
“By bringing this technology to the US first, this facility will supply chips that optimize power and performance of Apple products, including iPhone devices shipped all over the world,” Apple said in a statement.
The deal is part of a plan announced at the White House by chief executive Tim Cook to raise Apple’s US investments by $100bn. It was revealed on the same day Trump vowed to impose a 100 per cent tariff on chips to the US. However, he added that companies such as Apple that invested in the US could avoid the new levies.
Samsung and South Korean rival SK Hynix are investing billions of dollars in advanced manufacturing facilities in the US… Lee Jong-hwan, a professor of semiconductor engineering at Sangmyung University in Seoul, said: “Samsung seems to have won this deal from Apple because of the imminent tariffs on foreign chips.”
He noted the deal meant Sony, whose image sensors are produced under contract by Taiwan Semiconductor Manufacturing Company in Kumamoto, Japan, would no longer be Apple’s sole supplier of the technology. “Apple will have preferred Samsung over Sony because Sony doesn’t have US plants,” said Lee. “Sony and other Japanese chipmakers will begin to suffer a setback once tariffs are imposed. Samsung’s strategy to expand US capacity is paying off.”
MacDailyNews Take: Congrats, Austin!
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Apple Original Films’ summer blockbuster ‘F1 The Movie’ rereleased back into IMAX
Apple Original Films’ action-packed, captivating thrill ride “F1 The Movie,” the biggest original box office blockbuster of 2025, is racing back to the biggest screens. Distributed by Warner Bros. Pictures and following its debut as the No. 1 movie at the global box office, “F1 The Movie” will be rereleased in IMAX by popular audience demand. Tickets are on sale now for select theaters and showtimes beginning Friday, August 8, 2025, with plans to expand further into IMAX locations and large formats worldwide Friday, August 15.
Filmed for IMAX and featuring an unparalleled cinematic experience, “F1 The Movie” is the highest-grossing original feature of the year and recently crossed over $552 million at the global box office, making it Brad Pitt’s highest-grossing feature to date. The film boasts an A CinemaScore, along with a soaring 97 percent audience score on Rotten Tomatoes, and continues to fuel wide acclaim as the most authentic racing feature ever made. Presented entirely in IMAX-exclusive expanded aspect ratio, “F1 The Movie” is also the highest-grossing Hollywood film of the year in IMAX with $85 million and counting at the global box office. “F1 The Movie” vastly outperformed in IMAX, with IMAX screens accounting for 23 percent of the film’s North American opening weekend and over 19 percent of its global debut.
“Audiences around the world have embraced ‘F1 The Movie’ as an adrenaline-pumping big screen experience, and its rerelease in IMAX is a testament to the global popularity of the film,” said Matt Dentler, head of features, Apple Original Films, in a statement. “Joe, Jerry, Brad, Lewis and the visionary team behind ‘F1 The Movie’ have delivered a summer blockbuster that blends heart with action, and we can’t wait to give moviegoers another chance to see it in IMAX.”
Jeff Goldstein, president of Warner Bros. Pictures Global Distribution said in a statement, “With ‘F1 The Movie,’ audiences around the world headed to theaters in droves to witness Formula 1® racing like never before, and it showed at the box office. So, together with our partners at Apple Original Films and IMAX, we jumped at the opportunity to give fans another go-round — or to experience it for the first time — via IMAX’s premiere screens and sound, before summer is over.”
“Every element of ‘F1 The Movie’ — the visuals, the sound, the gripping storytelling anchored by larger-than-life performances — makes excellent use of the IMAX Experience®, and it’s no wonder it’s our highest-grossing Hollywood film of the year,” said Rich Gelfond, CEO of IMAX, in a statement. “We know ‘F1 The Movie’ still has plenty of gas in the tank and audiences will come back again to experience it as intended in IMAX.”
Beyond the box office, “F1 The Movie” has ignited a global music phenomenon with F1® The Album, the star-studded, high-octane soundtrack that has surged past 600,000 albums sold worldwide and is nearing one billion global streams. Currently dominating Billboard’s Top Movie Songs chart with seven of the top ten tracks, the album is powered by Tate McRae’s two-time VMA-nominated smash hit “Just Keep Watching.” With over four billion views across short-form video platforms, F1® The Album has become a defining music moment of 2025 and a vital part of the film’s cultural impact.
From Apple Original Films and the filmmakers from “Top Gun: Maverick” comes the high-octane feature film “F1 The Movie,” starring Pitt and directed by Joseph Kosinski. The film is produced by Jerry Bruckheimer, Kosinski, seven-time Formula 1® world champion Lewis Hamilton, Pitt, Dede Gardner, Jeremy Kleiner and Chad Oman.
Dubbed “the greatest that never was,” Sonny Hayes (Pitt) was Formula 1®’s most promising phenom of the 1990s until an accident on the track nearly ended his career. Thirty years later, he’s a nomadic racer-for-hire when he’s approached by his former teammate Ruben Cervantes (Javier Bardem), owner of a struggling Formula 1® team that is on the verge of collapse. Ruben convinces Sonny to come back to Formula 1® for one last shot at saving the team and being the best in the world. He’ll drive alongside Joshua Pearce (Damson Idris), the team’s hotshot rookie intent on setting his own pace. But as the engines roar, Sonny’s past catches up with him and he finds that in Formula 1®, your teammate is your fiercest competition — and the road to redemption is not something you can travel alone.
“F1 The Movie” also stars Idris, Kerry Condon, Tobias Menzies, Kim Bodnia and Javier Bardem, and was shot during actual Grand Prix weekends as the team competed against the titans of the sport.
Kosinski directs from a screenplay by Ehren Kruger with the story by Kosinski and Kruger. The film is executive produced by Daniel Lupi. Collaborating with Kosinski behind the scenes are his creative team, including director of photography Claudio Miranda, production designers Mark Tildesley and Ben Munro, editor Stephen Mirrione, costume designer Julian Day, casting director Lucy Bevan and composer Hans Zimmer.
Apple Original Films and Warner Bros. Pictures present a Monolith Pictures / Jerry Bruckheimer / Plan B Entertainment / Dawn Apollo Films Production, a Joseph Kosinski film, “F1 The Movie,” distributed worldwide by Warner Bros. Pictures.
Partnering with Apple Original Films and the filmmakers, “F1 The Movie” was shot with more than a dozen newly designed IMAX-certified digital cameras strategically positioned to capture the speed, precision and intensity of racing like never before, including Pitt driving at 180 mph. The film is presented entirely in IMAX’s exclusive 1.90:1 expanded aspect ratio and with a custom sound mix tailored to IMAX’s acoustician-designed sound system, featuring the industry’s largest speakers, laser-aligned for pinpoint audio precision. Director Kosinski worked closely with IMAX, including reviewing camera tests at IMAX headquarters during preproduction, and made specific creative and technical decisions to deliver a movie designed for the IMAX Experience.
About Apple Original Films
Momentum around the Apple Original Films slate continues to grow since the debut of Apple TV+ over five years ago. Following its theatrical release on June 27, 2025, “F1 The Movie” debuted as the No. 1 movie at the global box office. Featuring an unparalleled cinematic experience and boasting an impressive 97 percent audience score on Rotten Tomatoes, the film stands as Apple’s highest-grossing theatrical film to date. Highly anticipated upcoming Apple Original Films include “Highest 2 Lowest,” the latest feature reuniting Spike Lee with Denzel Washington for the fifth time, premiering in theaters on August 22 and on Apple TV+ on September 5; and “The Lost Bus,” an emotional, action-packed rescue drama directed by Academy Award nominee Paul Greengrass and starring Matthew McConaughey and America Ferrera, premiering this fall. In addition to Apple making history as the first streaming service to land the Academy Award for Best Picture with “CODA,” Apple Original Film “The Boy, the Mole, the Fox and the Horse” also earned the Academy Award for Best Animated Short, and “Killers of the Flower Moon” landed 10 historic Academy Award nominations, including Best Picture. Apple TV+ also recently premiered worldwide streaming hits including Emmy Award nominee “The Gorge,” starring Miles Teller and Anya Taylor-Joy; “Wolfs,” starring George Clooney and Brad Pitt; “The Instigators,” starring Matt Damon and Casey Affleck; Academy Award-winning director Steve McQueen’s “Blitz;” and “Echo Valley,” the thriller from BAFTA Award winner Michael Pearce, starring Academy Award winner Julianne Moore and multi-Emmy Award nominee Sydney Sweeney.
MacDailyNews Take: We’ll have to wait a while longer for “F1 The Movie” to finally hit Apple TV+ as it’s too big of a hit!
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President Trump ends his Oval Office press conference with a little roast of CEO Tim Cook
On Wednesday, President Trump wrapped up his Oval Office press conference on Apple’s $600 billion investment in America with a little roast of CEO Tim Cook:
“I want to thank Tim Cook. He’s a great, great man; a visionary; a businessman, just about every quality you can have (looks at Cook and smiles slyly) other than athleticism. I’m looking at him; I’m not 100% sure, but are you a good athlete? I’ll bet you’re pretty good. I think he’s good at everything, but I want to thank you very much, Tim. Congratulations. Thank you all very much. Thank you.”
https://macdailynews.com/wp-content/uploads/2025/08/tim_cook_athlete.mp4MacDailyNews Take: Good to see there’s some affection there between Trump and Cook with a little good-natured public ribbing. Bodes well for Apple going forward.
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Apple and Corning partner to manufacture 100 percent of iPhone and Apple Watch cover glass in Kentucky
Apple and Corning today announced a major expansion of their long-standing partnership to make precision glass for Apple products. Apple is making a new $2.5 billion commitment to produce all of the cover glass for iPhone and Apple Watch in Corning’s Harrodsburg, Kentucky, manufacturing facility. This means that 100 percent of the cover glass on iPhone and Apple Watch units sold worldwide will be made in the U.S. for the first time.
Corning is creating the world’s largest and most advanced smartphone glass production line at the Harrodsburg facility. Corning will now dedicate this entire facility to manufacturing for Apple, which will help increase Corning’s manufacturing and engineering workforce in Kentucky by 50 percent. The two companies will also open a new Apple-Corning Innovation Center at the Harrodsburg plant. The Innovation Center will play a key role in the development and engineering of advanced materials and next-generation manufacturing platforms for Apple’s future generations of products.
These projects are part of Apple’s broader commitment to spend and invest more than $600 billion in the U.S. economy over the next four years. This includes Apple’s newly announced American Manufacturing Program (AMP), which will invest across America and incentivize global companies to onshore production and manufacture even more of Apple’s critical components in the United States.
“Corning is a storied American company, and we’re thrilled to work together to build the largest and most advanced production line ever created for smartphone glass,” said Tim Cook, Apple’s CEO, in a statement. “Thanks to the power of American manufacturing, any customer anywhere in the world who buys a new iPhone or Apple Watch will be holding precision glass made right here in Kentucky. We’re grateful to the President and his administration for their support for American manufacturing, and we’re excited for the innovation this investment will unlock.”
“Apple is an amazing partner for American manufacturers like us, and together, we’ve innovated and pushed the boundaries of what’s possible,” said Wendell Weeks, Corning’s CEO, in a statement. “We developed and made the glass for the very first iPhone in Harrodsburg, Kentucky, 18 years ago. With this new multibillion-dollar commitment from Apple and the lighting of our most advanced manufacturing platform, we are hiring more people and bringing 100 percent of Apple’s cover glass needs for iPhone and Apple Watch to the original home of the innovation.”
Apple’s partnership with Corning is part of its commitment to invest more than $600 billion in the U.S. over the next four years.
This announcement continues a partnership that has been in place between Apple and Corning since the launch of the original iPhone in 2007. Today, the Harrodsburg, Kentucky, facility produces high-quality glass for Apple called Ceramic Shield. This advanced glass — the toughest in any smartphone — is the result of years of innovation by Apple and Corning engineers working closely together.
Since the creation of Apple’s U.S. Advanced Manufacturing Fund in 2017, Apple has invested nearly $500 million in Corning’s Kentucky operations, with billions more spent on glass manufactured in America.
Corning also provides raw materials used by another AMP company, GlobalWafers, which will use silicon from Corning to manufacture advanced bare wafers in the U.S. for the first time. In that way, Corning also plays a key role in Apple’s supply chain for producing advanced silicon chips in America.
Apple has a long history of investing in the U.S., creating opportunity and driving American innovation. Today, Apple partners with thousands of suppliers across all 50 states, supporting more than 450,000 supplier and partner jobs. In the next four years, Apple plans to directly hire 20,000 people in the U.S. — the vast majority focused on R&D, silicon engineering, software development, and AI and machine learning.
MacDailyNews Take: Congratulations, Corning, Apple, and Harrodsburg, Kentucky!
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Apple increases American commitment to $600 billion, announces ambitious program
Apple today announced a new $100 billion commitment to America, a significant acceleration of its U.S. investment that now totals $600 billion over the next four years. Today’s announcement includes the ambitious new American Manufacturing Program (AMP), dedicated to bringing even more of Apple’s supply chain and advanced manufacturing to the U.S. Through AMP, Apple will increase its investment across America and incentivize global companies to manufacture even more critical components in the United States.
“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program,” said Tim Cook, Apple’s CEO, in a statement. “This includes new and expanded work with 10 companies across America. They produce components that are used in Apple products sold all over the world, and we’re grateful to the President for his support.”
Apple parts and components manufactured in the U.S. ship to customers around the world; in fact, roughly two-thirds of the components made in the U.S. are exported to customers outside the U.S.
Today, Apple partners with thousands of suppliers across all 50 states, supporting more than 450,000 supplier and partner jobs. In the next four years, Apple plans to directly hire 20,000 people in the U.S. — the vast majority focused on R&D, silicon engineering, software development, and AI and machine learning.
Apple American Manufacturing Program
Apple is working with its suppliers to accelerate manufacturing in the U.S. through the new American Manufacturing Program. The first AMP partners include Corning, Coherent, GlobalWafers America (GWA), Applied Materials, Texas Instruments (TI), Samsung, GlobalFoundries, Amkor, and Broadcom. This builds on Apple’s July commitment to buy American-made rare earth magnets from MP Materials.
The American Manufacturing Program will help fund a major expansion of Apple’s long-standing partnership with Corning, bringing the world’s largest and most advanced smartphone glass production line to a factory in Harrodsburg, Kentucky. The expansion means that soon, every iPhone and Apple Watch sold around the world will be built with Kentucky-made cover glass. The two companies will also open a new Apple-Corning Innovation Center in Kentucky.
Apple has also entered into a new multiyear agreement with Coherent, a long-standing partner that produces the VCSEL lasers that enable multiple features — including Face ID — on iPhone and iPad devices shipped around the world. This work takes place at Coherent’s Sherman, Texas, facility.
Through its new American Manufacturing Program, Apple is working with American suppliers like Corning to accelerate American manufacturing.
In July, Apple also committed to buying American-made rare earth magnets developed by MP Materials — the only fully integrated rare earth producer in the United States — significantly expanding their flagship Independence facility in Fort Worth, Texas. These magnets will become part of Apple devices shipped around the world. The two companies will also establish a cutting-edge rare earth recycling line in Mountain Pass, California.
Through its new American Manufacturing Program, Apple is working with American suppliers like Corning to accelerate U.S. manufacturing.
Apple Expands End-to-End American Silicon Supply Chain
With these new partnerships, Apple is leading the creation of an end-to-end silicon supply chain in the United States, with partners in every key aspect of silicon production.
This U.S. silicon supply chain is on track to produce more than 19 billion chips for Apple products in 2025. That includes TSMC in Arizona, which is producing tens of millions of chips for Apple using one of the most advanced process technologies in America. Apple is this factory’s first and largest customer.
“Apple engineers work closely with suppliers across the United States to create silicon chips that are on the leading edge of innovation,” said Sabih Khan, Apple’s chief operating officer, in a statement. “We’re committed to supporting U.S. suppliers involved in every key stage of the chip-making process — from the earliest stages of research and development, to final fabrication and packaging. We want America to lead in this critical industry, and we’re expanding our efforts to grow a silicon manufacturing ecosystem that will benefit innovators across America.”
• Wafers are the building block of any silicon chip, and Apple is partnering with GlobalWafers America in Sherman, Texas, to produce advanced wafers for use in U.S.-based semiconductor fabs for the first time. American chip fabs like TSMC in Phoenix, Arizona, and Texas Instruments in Sherman, Texas, will use GWA’s 300mm wafers to produce chips for iPhone and iPad devices sold in the U.S. and around the world. GWA uses silicon from U.S. sources, including from Corning’s Hemlock Semiconductor, to produce the world’s most advanced silicon wafers.
• Apple is also partnering directly with Applied Materials to boost the production of semiconductor manufacturing equipment in the U.S. The Applied site in Austin, Texas, is a pivotal hub for manufacturing cutting-edge chip equipment.
• Fabs take bare wafers and turn them into chips. Apple and Texas Instruments are expanding their partnership to increase future product collaboration and critical U.S. capacity for this work. Apple is making a new commitment with TI, which will support additional tool installations at its facility in Lehi, Utah, and a new facility in Sherman, Texas. These facilities are home to TI’s most advanced process technologies and use American-made chip manufacturing equipment from Applied Materials’ factory in Austin, as well as advanced silicon wafers from GlobalWafers America. These facilities will manufacture critical foundational semiconductors used for Apple products, including iPhone devices shipped in the U.S. and around the world.
• Apple is also working with Samsung at its fab in Austin, Texas, to launch an innovative new technology for making chips, which has never been used before anywhere in the world. By bringing this technology to the U.S. first, this facility will supply chips that optimize power and performance of Apple products, including iPhone devices shipped all over the world.
• GlobalFoundries and Apple have also entered an agreement to bring more semiconductor manufacturing to the United States, focused on manufacturing cutting-edge wireless technologies and advanced power management — critical technologies that enable longer battery life and enhanced connectivity in Apple devices. The partnership will bring new capabilities, jobs, and technology to the GlobalFoundries semiconductor facility in Malta, New York.
• Packaging is the final critical step in manufacturing silicon chips. Apple is investing in Amkor’s new advanced chip packaging and test facility in Arizona, and will be its first and largest customer. This will accelerate the development of packaging capabilities in America, meaningfully strengthening the semiconductor supply chain in the U.S. This facility will package and test Apple silicon manufactured at the nearby TSMC fab, and create chips used in iPhone devices shipped around the world.
Apple is also working with Broadcom and GlobalFoundries to develop and manufacture additional cellular semiconductor components in the U.S. These components are crucial for 5G communications in Apple products.
Apple is supporting additional tool installations at Texas Instruments’ facility in Lehi, Utah, and a new facility in Sherman, Texas.
New and Expanded Facilities Across America
Earlier this year, construction began in Houston on the new factory supporting production of advanced Apple servers, and in July, the facility produced its first test unit. The 250,000-square-foot server manufacturing facility is slated to begin mass production in 2026.
Previously manufactured outside the U.S., the servers from Houston will play a key role in powering Apple Intelligence, and are the foundation of Private Cloud Compute, which combines powerful AI processing with the most advanced security architecture ever deployed at scale for AI cloud computing. The servers bring together years of R&D by Apple engineers, and deliver the industry-leading security and performance of Apple silicon to the data center.
In Detroit, registration is now open for the new Apple Manufacturing Academy, which was announced in February and is set to open on August 19. The academy will offer consultations and courses to small and medium-sized business on how they can implement advanced manufacturing and AI into their manufacturing programs.
Apple is expanding the capacity of its state-of-the-art data center in Maiden, North Carolina.
Construction is also underway in Maiden, North Carolina, where Apple is expanding the capacity of its data center with a significant investment in its state-of-the-art facility that supports North American users of Apple services. The expansion builds on more than $5 billion that Apple has already invested in Catawba County.
A new facility in Houston will support the production of advanced Apple servers.
Apple’s Maiden facility supports Apple’s services such as iCloud, the App Store, Apple Music, iMessage, Apple TV+, Apple Sports, and more. The expanded capacity will also help support the growth of Apple Intelligence. As with all of Apple’s facilities, the data center is powered by 100 percent renewable energy sourced from Apple-created projects in the region.
Apple is also expanding data center capacity in states across the country, with construction underway in Iowa, Nevada, and Oregon.
Meanwhile, construction continues on Apple’s second campus in Austin. Apple has more than 13,000 team members across Texas, including thousands already working from the three completed office buildings, which exceed 1 million square feet. The three buildings currently under construction include an expansive new R&D lab space for Apple’s Hardware Engineering, Hardware Technology, and Software Engineering teams.
Apple’s second campus in Austin includes a new R&D lab for its Hardware Engineering, Hardware Technology, and Software Engineering teams.
Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, AirPods, Apple Watch, and Apple Vision Pro. Apple’s six software platforms — iOS, iPadOS, macOS, watchOS, visionOS, and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay, iCloud, and Apple TV+. Apple’s more than 150,000 employees are dedicated to making the best products on earth and to leaving the world better than we found it.
MacDailyNews Take: Always nice to see Apple investing in its home country.
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Watch Live: President Trump, Tim Cook announce Apple’s $100 billion investment in American manufacturing
Apple CEO Tim Cook will join President Donald Trump at the White House to announce a new $100 billion investment commitment by Apple in U.S. manufacturing. The Oval Office event is scheduled for 1:30 p.m. PDT / 4:30 p.m. EDT.
Watch live via any of the streams below:
MacDailyNews Take: At publication, Apple’s share price is up $11.53 (+5.69%) to $214.45.
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