Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo)

Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo)

Ming-Chi Kuo:
Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays  —  My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units …



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Tesla rolls out its Robotaxi service without a safety monitor in Miami, its fifth city, as it aims to expand to a dozen US states by the end of 2026 (Grace Kay/The Information)

Tesla rolls out its Robotaxi service without a safety monitor in Miami, its fifth city, as it aims to expand to a dozen US states by the end of 2026 (Grace Kay/The Information)

Grace Kay / The Information:
Tesla rolls out its Robotaxi service without a safety monitor in Miami, its fifth city, as it aims to expand to a dozen US states by the end of 2026  —  Tesla said it rolled out its Robotaxi service in Miami on Friday, according to a post from its social media account on X.



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ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect (Wency Chen/South China Morning Post)

ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect (Wency Chen/South China Morning Post)

Wency Chen / South China Morning Post:
ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect  —  Two of China's major consumer-facing artificial intelligence apps, ByteDance's Doubao and Alibaba Group Holding's Qwen …



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Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs (Josh Zoffer/Financial Times)

Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs (Josh Zoffer/Financial Times)

Josh Zoffer / Financial Times:
Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs  —  America must not repeat the mistakes that handed China rare-earth dominance … America's China policy over the past decade …



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