Apple (AAPL) confirms the acceleration of US manufacturing with Mac mini production to come later in 2026, also announced that it is on track to purchase well over 100mln advanced chips produced by TSMC (TSM/2330 TT) at its Arizona facility
Apple's announcement about accelerating US manufacturing and substantial chip purchases from TSMC highlights its commitment to increasing domestic production capabilities.
SambaNova introduces its SN50 AI chip, which has a max speed 5x faster than its competitors; the Co. also announced a collaboration with Intel (INTC), with over USD 350mln in investment in AI inference solutions
China State TV reports the number of Lunar New Year holiday travellers and spending hit an all time high
Apple (AAPL) confirms the acceleration of US manufacturing with Mac mini production to come later in 2026, also announced that it is on track to purchase well over 100mln advanced chips produced by TSMC (TSM/2330 TT) at its Arizona facility
Fed's Bostic (Retiring Hawk) says the US may be trending toward structurally higher unemployment; transition to AI could be challenging to policymakers
Home Depot Inc. (HD) Q4 2025 (USD): adj. EPS 2.72 (exp. 2.53), Revenue 38.2bln (exp. 38.11bln); Boosts dividend +1.3%
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This move not only reinforces Apple's strategic foothold in the semiconductor supply chain but may also bolster investor confidence in the long-term infrastructure of US tech manufacturing, potentially impacting related equities in the sector.
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