The fragile ceasefire between the United States and Iran is facing a severe test. After US forces attempted to forcibly open the Strait of Hormuz to ensure the passage of commercial vessels, Iran warned that it has "not yet truly begun" to respond and accused the United States of violating the ceasefire agreement. Despite missile and drone attacks by Iran on the United Arab Emirates, the ceasefire appeared to hold on Tuesday. Meanwhile, on Monday, US forces successfully escorted two US-flagged commercial ships through the strait and sank six Iranian speedboats.
To address supply chain risks and reduce long-term reliance on Taiwan Semiconductor Manufacturing, Apple has held preliminary talks with Intel and Samsung Electronics regarding the production of main processors for its devices. Apple has long been uneasy about the vulnerability of relying on a single supplier, a concern exacerbated by recent chip supply bottlenecks due to surging AI demand. Currently, utilizing Intel and Samsung's factories based in the United States for production is one of the options under discussion, but no orders have been finalized yet.
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