苹果计划以Siri AI为核心，大举进军智能家居市场
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Apple lobbied the Trump administration to allow it to purchase DRAM chips from China's Changxin Memory Technologies Co., Ltd.
According to Mars Finance, on June 27, the Financial Times reported that Apple lobbied the Trump administration to allow it to purchase DRAM chips manufactured by the Chinese company Changxin Memory Technologies.
Paul Meade, head of Apple's Vision Pro and smart glasses division, will join OpenAI.
According to Beating, sources familiar with the matter revealed that Paul Meade, Apple's Vice President of Hardware Engineering for the Vision Pro headset and smart glasses, will be leaving the company next week to join the OpenAI hardware division, where he will be responsible for developing a series of future AI hardware devices. Meade has worked at Apple for 16 years, previously serving as the core engineering manager for the iPad and iPhone projects. He joined the Vision Products Group (VPG), responsible for headset development, in 2017 and has been in charge of hardware engineering since 2019. With the Vision Pro's poor sales performance, Apple recently significantly adjusted its hardware roadmap, shifting its development focus from closed-back headsets to smart glasses similar to the Meta. Mike Rockwell, the former head of the VPG, has been transferred to the Siri team, leading to the VPG being split into separate hardware and software organizations. Another major factor behind Meade's departure is the recent large-scale restructuring of Apple's hardware engineering department. Following John Ternus's confirmation as CEO, succeeding Tim Cook on September 1st, newly appointed Chief Hardware Officer Johny Srouji initiated a restructuring, effectively demoting several vice presidents, including Meade, by placing them under new Vice President Tom Marieb. Meade's move to OpenAI will see him working alongside former Apple design executives Jony Ive, Tang Tan, and Evans Hankey. The AI hardware startup founded by these three executives was acquired by OpenAI last year for $6.5 billion. Spokespeople for both Apple and OpenAI declined to comment.
Apple invests over $30 billion to deepen its partnership with Broadcom and expand its domestic chip manufacturing operations in the United States.
According to ChainCatcher, citing CNBC, Apple announced on Wednesday a multi-year partnership with chipmaker Broadcom, expected to exceed $30 billion. This is Apple's largest commitment to U.S.-made manufacturing to date. Under the agreement, Broadcom will continue to develop and supply customized ASIC chips (increasingly used in AI workloads) and wireless components for cellular networks, Wi-Fi, and Bluetooth connectivity for multiple generations of Apple products until 2031. The report indicates that the partnership is expected to facilitate the production of more than 15 billion U.S.-made chips and includes a $1.5 billion expansion of Broadcom's Fort Collins, Colorado factory. Outgoing Apple CEO Tim Cook stated that this move is the largest single project in Apple's $600 billion U.S. investment plan announced in 2025, aimed at responding to the Trump administration's call to promote domestic manufacturing and helping to establish an end-to-end silicon supply chain in the United States.
JPMorgan: Open source weight commercialization exhibits a "winner-takes-all" phenomenon; Zhipu target price raised to HK$2,000, MiniMax target price cut to HK$300.
According to BlockBeats, on July 8th, JPMorgan Chase released a research report stating that currently competitive models in the market can expand adoption through open-source weighting and continue to monetize through official APIs, partner channels, enterprise deployments, and workflow products; while weaker models face faster price comparisons and traffic fragmentation. JPMorgan Chase raised its revenue forecasts for Zhipu from 2026 to 2030 by 3% to 9%, and narrowed its adjusted loss forecasts for 2026 and 2027 to RMB 3.711 billion and RMB 3.141 billion respectively. The 2028 forecast was revised from a loss of RMB 1.287 billion to a profit of RMB 2.367 billion. The target price was raised from HKD 1800 to HKD 2000, maintaining an "Overweight" rating. The report believes that the performance of GLM-5.5/6, KimiK3, and DeepSeekV4.1 will be key indicators of whether Zhipu can maintain its leading position. JPMorgan lowered its revenue forecasts for MINIMAX-W (2027-2030) by 2% to 8%, and reduced its target price from HK$400 to HK$300, while maintaining a "neutral" rating. The company noted that the M3 model offers a permanent 50% discount, reflecting that the model has not yet created a significant capability premium for leading domestic competitors. JPMorgan believes that if MiniMax can narrow the capability gap, normalize the discount, maintain API usage, and demonstrate stronger workflow stickiness through MiniMaxCode, its outlook could turn positive.
Bank of America Securities: Maintains "Buy" rating on MINIMAX, target price HK$500
According to BlockBeats, on July 7, Bank of America Securities issued a research report stating that the six-month lock-up period for the MINIMAX-W will expire tomorrow (July 8), which is expected to cause stock price volatility. However, it is possible that it will be included in the Hong Kong Stock Connect on August 6, which may also provide liquidity support. The report maintains a "buy" rating on MiniMax with a target price of HK$500.
Mining company Riot Platforms transferred 500 BTC to NYDIG Custody
According to BlockBeats, on July 6, Onchain Lens reported that publicly traded Bitcoin mining company Riot Platforms deposited 500 BTC, worth approximately $30.9 million, into NYDIG Custody, possibly for a sale.