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Apple unveils new M5 chip powering upgraded MacBook Pro, iPad Pro and Vision Pro

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Apple introduced its latest generation of hardware on Wednesday, rolling out new versions of the MacBook Pro, iPad Pro, and Vision Pro headset, all powered by the company’s most advanced M5 chip. The updates reinforce Apple’s push to stay ahead of rivals like Qualcomm and Intel, which have recently launched AI-optimized processors.

The new 14-inch MacBook Pro equipped with the M5 chip marks a significant upgrade from last year’s M4 lineup. Built using an advanced 3-nanometer process, the M5 delivers greater speed and energy efficiency, enabling devices to run large language models directly on the device. Despite the leap in performance, pricing remains unchanged — the MacBook Pro starts at $1,599, the iPad Pro at $999, and the second-generation Vision Pro headset at $3,499.

Apple said the new hardware lineup targets creative professionals and developers seeking on-device AI capabilities. The company’s decision to debut the M5 in its high-end products mirrors its strategy from previous years, prioritizing premium models before bringing the chip to other devices.

The Vision Pro, launched in 2023 as Apple’s first major new product in a decade, has received positive reviews for its visual quality but limited adoption. The updated version aims to attract more users with better performance and smoother app integration. Meanwhile, iPad sales are projected to grow about 6% in fiscal 2025 after a multi-year slump, aided by lower-cost models and a recovery in global electronics demand.

GlobalFoundries Q3 Outlook Disappoints Amid Weak Smartphone Demand

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GlobalFoundries, the world’s third-largest contract chipmaker, projected third-quarter revenue and profit below Wall Street expectations as the recovery in consumer electronics demand, particularly smartphones, remains sluggish. Shares fell 6% in premarket trading, adding to a roughly 15% decline this year.

U.S. tariffs and broader economic uncertainty have dampened smartphone sales, with IDC data showing global growth slowing to just 1% in the June quarter. CEO Tim Breen, who took over in February, said the company is awaiting a “return to meaningful growth” in consumer-driven markets.

For Q3, GlobalFoundries expects net revenue of $1.68 billion (±$25 million), versus analysts’ estimates of $1.79 billion. Adjusted EPS is forecast at $0.38 (±$0.05), below the $0.41 consensus.

Despite the weak outlook, the company beat expectations in Q2 thanks to cost controls and strength in automotive and datacenter segments. Revenue for the quarter rose 3.7% to $1.69 billion, slightly above forecasts, while adjusted EPS reached $0.42 against the $0.35 estimate.

GlobalFoundries is expanding in automotive with a chipmaking deal with Continental and the July acquisition of chip architecture supplier MIPS to strengthen industrial and AI processor offerings. In June, it raised its total investment plans to $16 billion, including $1 billion more for capital spending and $3 billion for R&D in emerging chip technologies for EVs and AI servers.

AMD Shares Drop 8% Amid Disappointing AI Chip Revenue and Pressure from Nvidia

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Advanced Micro Devices (AMD) saw its stock plunge by 8% on Wednesday after the company’s AI chip revenue fell short of analysts’ expectations, highlighting its struggle to capture market share from the dominant player, Nvidia. AMD’s fourth-quarter data center revenue, which reflects demand for its AI processors, increased by 69% to $3.9 billion. However, this figure missed the consensus estimate of $4.15 billion.

Despite AMD’s success in gaining ground in the central processing unit (CPU) market, the company continues to lag far behind Nvidia in the graphics processing unit (GPU) sector. According to technology analyst Ben Barringer, while AMD is taking market share from Intel in CPUs, it faces significant challenges in disrupting Nvidia’s established position in the GPU market.

The disappointing results led to a $15 billion loss in AMD’s stock market value, further compounded by an 18% decline in shares last year. While AMD’s stock had surged more than 100% in 2023 amid hopes for its AI-optimized GPUs, Nvidia’s stock has skyrocketed by 171% in 2024. The growing trend of tech giants, including Microsoft and Meta, developing in-house chips to reduce costs may also diminish demand for AMD’s processors.

As Nvidia continues to outperform and custom chips gain popularity, BofA analysts noted that AMD could struggle to make significant inroads in the AI chip market. Additionally, the launch of DeepSeek, a low-cost AI model by Chinese firm DeepSeek, has made investors more cautious about heavy spending on AI chips, further undermining confidence in AMD’s prospects.

At least 22 analysts have lowered their price targets for AMD, with the median target now set at $150, down from $166.5 before the results.