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Show Notes
Apple may use Intel for low-end M-series chips
Analyst Ming-Chi Kuo wrote that Apple could tap Intel as a second-source foundry for its lowest-end M-series processor, powering the MacBook Air, iPad Air, and iPad Pro, as soon as Q2 2027. Apple reportedly has NDA access to Intel’s 18AP process, with updated PDKs expected in early 2026. The move reflects Apple’s push for U.S. manufacturing and supply-chain diversification, though TSMC remains the main partner.
Source: X
DeepseekMath-V2 hits top scores on math contests
Chinese startup Deepseek says its DeepseekMath-V2 AI model achieved gold-medal performance at the 2025 International Mathematical Olympiad, 2024 Chinese CMO, and scored 118/120 on the Putnam, surpassing top human results. The system generates and verifies proofs using a layered “verifier” and “meta-verifier” approach without external tools. Technical details of its performance have been published.
Source: The Decoder
Google’s Aluminium OS to merge Android and ChromeOS
A recently spotted job listing revealed Google’s Aluminium OS, an Android-based OS with AI integration for devices from entry-level laptops to premium hardware. Google plans to manage both ChromeOS and Aluminium during the transition. Android head Sameer Samat confirmed a unified platform is expected next year.
Source: The Verge
Sunday Robotics hires ex-Tesla staff for Memo home robot
Sunday Robotics has recruited more than 10 former Tesla employees as it develops the Memo home robot, including veterans from Optimus and Autopilot programs. Memo, unveiled November 19, can handle tasks like loading a dishwasher and folding laundry. The startup now has around 50 employees, joining other companies working on advanced home robots.
Source: Business Insider
AI demand drives memory-chip shortages
Dell, HP, and other tech firms warn of memory-chip shortages and steep price rises next year due to AI infrastructure demand. Counterpoint Research forecasts a 50% increase in memory module prices by Q2 2026. Dell and HP plan price hikes, with HP also considering reducing memory in some products and securing more suppliers. Memory accounts for 15–18% of typical PC costs.
Source: Bloomberg
Apple drives Singles’ Day smartphone growth
Apple was the only major smartphone brand to grow during China’s Singles’ Day, with iPhone 17 sales up 3% year-over-year and a 26% market share. Overall smartphone sales fell 5%. Xiaomi captured 17% of the market, while Huawei dropped to 13% after missing its Mate 80 flagship window.
Source: Reuters
Tiny Vinyl offers miniature records for casual listeners
Ars Technica tested Tiny Vinyl, a 4-inch record format compatible with manual turntables, holding up to four minutes per side. Sound is quieter and slightly distorted compared with 12-inch LPs, and automatic or suitcase-style turntables won’t play them. The format is compact, lightweight, and visually appealing, making it fun for casual listeners but less suited for audiophiles.
Source: Ars Technica
Epic CEO: “Made with AI” tags should go
Epic Games CEO Tim Sweeney says digital stores should drop “Made with AI” labels, arguing the disclosure will soon be pointless as AI becomes standard in game development. He and Nexon CEO Junghun Lee say tags matter only for rights issues like art licensing. Steam recently eased its rules for AI-developed games, while some indie developers use “AI-free” as a marketing strategy.
Source: The Verge
AI-generated recipes flood Thanksgiving content
Bloomberg reports that AI-generated recipes and images are overtaking search and social feeds, reducing traffic and revenue for real creators. Bloggers say Google AI Overviews, Pinterest recommendations, and Facebook content farms produce impossible recipes that mimic human content, often copying or altering original work.
Source: Bloomberg