Apple’s 2Q25 earnings appear optimistic, but industry remains cautious

Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive exchange rates, increased Mac and iPad shipments, and strong growth momentum in Apple’s services revenue have led to upward revisions of its third-quarter performance forecasts.

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Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion

Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker’s supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at Samsung’s Taylor, Texas facility under an eight-year contract valued at KRW22.7 trillion (US$16.5 billion). The deal is accelerating construction at the site, with Samsung now aiming to complete investment by the end of 2025, ahead of its original 2026 schedule.

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