Google is testing a new drag-and-drop multitasking system for Android tablets that could transform them into desktop-like productivity machines. But significant user experience and app compatibility challenges remain before this vision becomes reality.
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The global semiconductor landscape is undergoing significant transformation as Nvidia prepares to overtake Apple as TSMC’s largest customer. Meanwhile, geopolitical tensions escalate with the Netherlands’ seizure of Nexperia, and Google explores new chip partnerships. Industry-wide memory shortages continue to challenge manufacturers amid unprecedented AI demand.
The artificial intelligence revolution is fundamentally reshaping semiconductor supply chains, with Nvidia reportedly positioned to surpass Apple as the largest customer for TSMC in 2025. According to industry analysis, Nvidia’s share of TSMC’s revenue has dramatically increased from 6% in 2023 to over 10% in 2024, with projections suggesting it could reach as high as 21% next year. This represents a major shift in the foundry’s client landscape, where Apple has historically contributed more than 20% of revenue through its iPhone processor orders.
