Reading List

The most recent articles from a list of feeds I subscribe to.

Nvidia Set to Supplant Apple as TSMC’s Largest Customer

Kif Leswing, CNBC:

Nvidia will become TSMC’s largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC’s largest customer, mostly to manufacture A-series chips for iPhones and M-series chips for PCs and servers.

The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia’s growing importance amid the artificial intelligence infrastructure build-out. [...]

Ben Bajarin, principal analyst at Creative Strategies, said he projects Nvidia to generate $33 billion in TSMC revenue this year, or about 22% of the chip foundry’s total. Apple, by comparison, is projected to generate about $27 billion, or about 18% of TSMC’s revenue.

[Sponsor] WorkOS Pipes: Ship Third-Party Integrations Without Rebuilding OAuth

Connecting user accounts to third-party APIs always comes with the same plumbing: OAuth flows, token storage, refresh logic, and provider-specific quirks.

WorkOS Pipes removes that overhead. Users connect services like GitHub, Slack, Google, Salesforce, and other supported providers through a drop-in widget. Your backend requests a valid access token from the Pipes API when needed, while Pipes handles credential storage and token refresh.

Simplify integrations with WorkOS Pipes.

Airlines That Support Shared Item Location for Luggage With AirTags

Joe Rossignol, writing at MacRumors:

Apple offers a Share Item Location feature in the Find My app that allows you to temporarily share the location of an AirTag-equipped item with others, including employees at participating airlines. This way, if you put an AirTag inside your bags, the airline can better help you find them in the event they are lost or delayed at the airport. [...] Below, we have listed most of the airlines that support the feature.

Apple’s announcement claims that 36 airlines support it today, and 15 more are coming soon.

Apple Introduces Second-Generation AirTags

Apple Newsroom:

Apple’s second-generation Ultra Wideband chip — the same chip found in the iPhone 17 lineup, iPhone Air, Apple Watch Ultra 3, and Apple Watch Series 11 — powers the new AirTag, making it easier to locate than ever before. Using haptic, visual, and audio feedback, Precision Finding guides users to their lost items from up to 50 percent farther away than the previous generation. And an upgraded Bluetooth chip expands the range at which items can be located. For the first time, users can use Precision Finding on Apple Watch Series 9 or later, or Apple Watch Ultra 2 or later, to find their AirTag, bringing a powerful experience to the wrist.

Solid update to the original AirTags, which debuted five years ago. Better range, louder speaker, increased precision. The form factor remains unchanged, so second-gen AirTags will fit in keychains or holders designed for the first-gen model. They even take the same batteries. Pricing also remains unchanged: $29 for one, $99 for a four-pack.

★ App Store 2025 Top iPhone Apps in the U.S.

The only apps in the top 10 not from Google or Meta are ChatGPT (#1) and TikTok (#4).