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Teardown Reveals AirTag 2 Is Full of Hidden Changes

Apple has made a series of notable internal changes with the second-generation AirTag, according to a teardown video by Joseph Taylor.


Externally, the second-generation ‌AirTag‌ itself is effectively indistinguishable from the original and continues to use a standard CR2032 coin cell. The only visual differences are slight changes to the text on the back, which is now all in capital letters and lists IP67 water and dust resistance, as well as NFC and Find My support.

The main PCB inside the second-generation ‌AirTag‌ is visibly thinner than that of the original model. The battery connectors are positioned at a different angle and the new board includes additional test pads that are likely related to manufacturing or diagnostics. Taylor also noted new markings inside the battery compartment, including a QR-code-like graphic.

The speaker assembly also sees changes. The speaker coil embedded in the plastic shell appears slightly larger than in the first-generation ‌AirTag‌, while the speaker magnet is more firmly secured. In the original ‌AirTag‌, the magnet could be removed relatively easily, which enabled relatively easy modifications. In the second-generation model, the magnet is more firmly secure and requires noticeably more effort to remove.



Taylor speculated that the increased use of adhesive could be related to anti-tampering efforts. Despite the removal of the speaker coil and magnet, the device was still able to connect to his iPhone, indicating that Apple has not introduced a firmware-level lockout or alert triggered by physical modifications.

After pairing the device to an ‌iPhone‌, the sound the ‌AirTag‌ emits is a "slightly higher pitch" compared to the original. A user on X has noted that the chime has changed from the note "F" to the note "G."

Apple has also updated the ‌AirTag‌'s packaging, using a redesigned box with a narrower overall shape and updated front artwork. The printed text on the new box appears slightly raised via UV printing, and it now features paper adhesive pull tabs. Inside the box, the cardboard insert containing the AirTags is now simpler, with a single paper latch holding a lid over the tray of AirTags, which now sit as a row of four. In the original packaging, the AirTags sat in a doubled over folio in rows of two.
Tag: AirTag

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Nvidia Overtakes Apple as TSMC's Biggest Customer

Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports.


Nvidia is expected to overtake Apple as the single largest source of revenue for TSMC. Analyst estimates suggest Nvidia will generate approximately $33 billion in revenue for TSMC during 2026, representing roughly 22% of the foundry's total revenue, compared with an estimated $27 billion, or about 18%, attributable to Apple. Nvidia chief executive Jensen Huang reportedly confirmed on a recent podcast that the transition has already occurred, saying that Nvidia is now TSMC's largest customer.

Apple has been widely regarded as TSMC's anchor customer for more than a decade. Apple relies on the Taiwanese company to manufacture its custom-designed A-series processors used in the iPhone and iPad, as well as its M-series chips for the Mac and ‌iPad‌. That relationship has historically given Apple early access to TSMC's most advanced manufacturing technologies and allowed TSMC to justify the enormous capital investments required to develop each new generation of semiconductor process nodes.

The change reflects a rapid expansion in Nvidia's demand, driven by the global build-out of artificial intelligence infrastructure, where its graphics processing units are widely used as accelerators in data centers operated by major cloud service providers.

One key factor behind Nvidia's rising share of TSMC revenue is the nature of the chips it needs. AI accelerators are significantly larger, more complex, and more expensive to manufacture than Apple's A- or M-series chips. They often require leading-edge process nodes, advanced packaging techniques, and higher wafer costs, all of which translate into higher revenue per chip for TSMC. While Apple ships far higher volumes of processors overall, it requires smaller system-on-a-chip designs optimized for power efficiency and consumer devices, resulting in lower manufacturing costs per unit.

TSMC's growing reliance on AI customers could have direct implications for Apple. While it remains one of the foundry's most important customers, it is no longer the primary driver of TSMC's capacity expansion or capital expenditure decisions. Analysts say that Nvidia has effectively taken Apple's place as the scale customer that helps guide development and justify increased investment in each new leading-edge process node.
Tags: CNBC, Nvidia, TSMC

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Apple's iPad Turns 16 Today

Apple CEO Steve Jobs unveiled the original iPad 16 years ago today, marking over one and a half decades of the company's "revolutionary" tablet.


Jobs unveiled the first-generation ‌iPad‌ at the Yerba Buena Center for the Arts in San Francisco on January 27, 2010. Designed to fill the gap between smartphones and laptops, the original ‌iPad‌ featured a 9.7-inch LED-backlit multitouch display, Apple's first custom designed chip, a 30-pin dock connector, and up to 64GB storage. With a starting price of $499, it offered users a new way to browse the web, read eBooks, watch videos, and interact with Apple's growing app ecosystem. Jobs described it as "a magical and revolutionary device."

iPad is our most advanced technology in a magical and revolutionary device at an unbelievable price. iPad creates and defines an entirely new category of devices that will connect users with their apps and content in a much more intimate, intuitive and fun way than ever before.


The ‌iPad‌ used a version of iOS tailored for its larger display, bringing a big-screen experience to familiar mobile apps like Safari, Mail, and Photos. It introduced the iBooks app and iBookstore as part of an effort to compete in the e-reading space dominated by Amazon's Kindle. Its design was characterized by thick black bezels, a physical home button, and a convex aluminum back. It weighed 1.5 pounds and offered 10 hours of battery life.

The initial reception to the ‌iPad‌ was mixed. While many praised its lightweight computing and media consumption experience, others questioned its necessity and potential to replace laptops.

Nevertheless, the ‌iPad‌ sold over 300,000 units on its launch day in April 2010 and one million within its first month. It catalyzed the creation of a new product category, sparking competition from rivals such as Samsung, Microsoft, and Amazon. By the end of 2010, Apple had sold over 15 million iPads, generating $9.5 billion in revenue and solidifying the device as a key pillar of the company's product lineup.

The ‌iPad‌ has since become a tentpole device for Apple, expanding into product lines including the iPad mini, iPad Air, and iPad Pro and accessories such as the Apple Pencil and Magic Keyboard. Subsequent models introduced cameras, multitasking, different display size options, USB-C connectivity, and more. See Apple's original press release from 2010 for more information.
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iOS 26 Adoption Hits 50%, But Some Users Are Still Reluctant to Update

iOS 26 adoption now hovers at around 50%, according to StatCounter, but some users are still cautious about updating.


New data published by SellCell provides a look at how users have responded to the push to update to ‌iOS 26‌. The findings are based on a January 2026 survey of 2,000 U.S.-based adult iPhone users and focus on adoption status, update behavior, and perceived risks associated with installing ‌iOS 26‌.

78% of SellCell's respondents say they have updated their ‌iPhone‌ to ‌iOS 26‌, while 22% report that they are still running an earlier version of iOS. There have been other reports of low adoption for ‌iOS 26‌, so 78% would be unusually high and may indicate a disproportionate number of tech enthusiasts among respondents. Realistically, the actual number likely lies somewhere in between at around 50%, as StatCounter shows. SellCell stresses that the data reflects self-reported behavior rather than device-verified installation rates.

Nevertheless, the survey highlights key reasons as to why some users have still not upgraded. 24.2% of respondents said they were concerned that ‌iOS 26‌ could negatively affect battery life, while 23.8% worried about overall performance. 17.5% of respondents said they disliked the design changes debuted with Liquid Glass, or found it harder to read, while an additional 8.6% said they were frustrated that new visual elements could not be fully turned off. 15% of respondents said they worried it would be difficult or impossible to revert to an earlier version of iOS once ‌iOS 26‌ was installed, while 11.4% cited reports of bugs or features breaking as a reason for hesitation.

SellCell's data also suggests that adoption does not necessarily reflect confidence. When asked about their general response to iOS update prompts, only 38.8% of respondents said they typically update immediately when prompted. The remaining 61.2% reported some form of delay or deferral, including waiting to see whether other users report problems, assuming updates occur automatically, dismissing reminders, or postponing updates for weeks or months. A smaller share said they only update once an app stops working on their current version of iOS.

In addition, the survey found that hesitation around ‌iOS 26‌ is widespread even among users who have already installed the update. Across the full sample of 2,000 respondents, 72% selected at least one concern that made them hesitant about upgrading, while only 28% said that nothing they had seen put them off installing ‌iOS 26‌. It is also notable that, of the 443 respondents who said they were still on an older version, 28% said they were unaware that ‌iOS 26‌ was available, 23.7% said they assumed updates would install automatically, and 23.3% said they simply had not gotten around to updating.
Related Roundups: iOS 26, iPadOS 26
Related Forum: iOS 26

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Apple Considered AI-Powered iPhone Home Screen

Apple considered introducing a new Apple Intelligence feature that would dynamically re-arrange apps on the Home Screen.


The detail emerged in a report last week from The Information, which said that subordinates of software chief Craig Federighi approached him with proposals for an AI-powered iPhone ‌Home Screen‌. The feature would dynamically change the locations of apps on the ‌Home Screen‌ according to users' needs. Federighi reportedly rejected the idea, believing that it would disorient users, many of whom rely on knowing the fixed location of apps on their ‌Home Screen‌ for quick access.

With iOS 26, Apple prioritized new ‌Apple Intelligence‌ features that included Live Translation, more powerful Visual Intelligence, ChatGPT image generation in Image Playground, and actions in Shortcuts. Broader and more capable ‌Apple Intelligence‌ features are expected to arrive later this year with iOS 27, such as a Siri chatbot powered by Google Gemini.

The rest of The Information's report focused on how Apple restructured its artificial intelligence strategy under Federighi, accelerating plans to overhaul Siri by relying on external AI models after years of internal delays and organizational friction.

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Apple Introduces New Black Unity Apple Watch Band

Apple today introduced a vibrant new Black Unity Apple Watch band called the "Unity Connection Braided Solo Loop."



The band features the colors of the Pan-African flag, containing multiple shades of red, green, and black. It is made by weaving recycled polyester yarn filaments around ultrathin silicone threads using precision-braiding machinery. It is soft with a textured feel, and is sweat and water resistant.

The Unity Connection Braided Solo Loop honors Black History Month and celebrates "the power of connection," according to Apple.

Aligned with this theme, Apple is proud to support organizations that inspire connection and promote creativity through impactful programs in under-resourced communities around the world. This includes grants to Boys & Girls Clubs of America, Urban Arts in New York City, Youth Music in London, Art Gallery of New South Wales in Sydney, and Enactus México in Mexico City. These new grants build upon Apple's long-standing commitment to advancing economic, educational, and creative opportunities in communities globally.

This band, along with previously released Black Unity bands, was designed by Black creatives and allies at Apple.


The new special edition band is available in 42mm and 46mm case sizes, in band sizes from zero to 12. It is available to order now, and will arrive at Apple Stores starting later this week. Apple continues to sell two other Black Unity bands: Unity Bloom and Unity Rhythm.
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The MacRumors Show: Apple's Upcoming Siri Chatbot and AI Pin

On this week's episode of The MacRumors Show, we discuss Apple's plan to turn Siri into a chatbot with iOS 27, alongside plans for new hardware such as an AI pin.



Apple reportedly plans to turn Siri into a chatbot that will rival Anthropic's Claude, Google's Gemini, and OpenAI's ChatGPT later this year. Apple's chatbot will apparently be able to search the web, generate content like images, help with coding, summarize information, and analyze uploaded files.

It will be able to leverage personal data on a user's device to complete tasks, and it will result in a much improved search feature. Apple is also said to be designing a feature that will let the ‌Siri‌ chatbot view open windows and on-screen content, as well as adjust device features and settings.

‌Siri‌ will integrate directly into all Apple apps, including Photos, Mail, Messages, Music, and TV, and it will be able to access and analyze content in the apps to respond to queries and requests. There will be voice and typed interface options.

Apple plans to power the chatbot with a custom model based on Google Gemini. It may even run on Google's servers. The ‌Siri‌ chatbot will purportedly be the key new feature in iOS 27, iPadOS 27, and macOS 27.

In related news, Apple is said to be working on a small, wearable AI pin equipped with standard and wide-angle cameras to capture photos and videos, a speaker, microphones, and a physical control button. The pin is said to be similar in size to an AirTag, with a thin, flat, circular disc shape and an aluminum and glass design.

This week also saw rumors that Apple's smart home hub device will tout a robotic swiveling base, with a heavy emphasis on AI features. It is expected to finally be released in the spring, following a heavily delayed launch.

The MacRumors Show has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.



You can also listen to ‌The MacRumors Show‌ on Apple Podcasts, Spotify, Overcast, or your preferred podcasts app. You can also copy our RSS feed directly into your podcast player.



If you haven't already listened to the previous episode of The MacRumors Show, catch up to hear our discussion about CES 2026, Apple Creator Studio, and the confirmation that Google Gemini will power the next-generation version of ‌Siri‌.

Subscribe to ‌The MacRumors Show‌ for new episodes every week, where we discuss some of the topical news breaking here on MacRumors, often joined by interesting guests such as Kayci Lacob, Kevin Nether, John Gruber, Mark Gurman, Jon Prosser, Luke Miani, Matthew Cassinelli, Brian Tong, Quinn Nelson, Jared Nelson, Eli Hodapp, Mike Bell, Sara Dietschy, iJustine, Jon Rettinger, Andru Edwards, Arnold Kim, Ben Sullins, Marcus Kane, Christopher Lawley, Frank McShan, David Lewis, Tyler Stalman, Sam Kohl, Federico Viticci, Thomas Frank, Jonathan Morrison, Ross Young, Ian Zelbo, and Rene Ritchie.

‌The MacRumors Show‌ is on X @MacRumorsShow, so be sure to give us a follow to keep up with the podcast. You can also head over to The MacRumors Show forum thread to engage with us directly. Remember to rate and review the podcast, and let us know what subjects and guests you would like to see in the future.
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Apple Raised UK Banking Costs, Lawsuit Alleges

A new UK class action lawsuit against Apple seeks billions in damages by alleging that the company unlawfully restricted competition in contactless payments on the iPhone through Apple Pay, The Guardian reports.


The proposed opt-out collective action filed this week in the UK alleges that Apple abused its position in the market by limiting access to the ‌iPhone‌'s near-field communication (NFC) technology and charging fees to banks for the use of ‌Apple Pay‌. The claim seeks up to £1.5 billion (approximately $2 billion) in damages on behalf of an estimated 50 million UK consumers.

The complainant argues that ‌Apple Pay‌ has effectively been the only contactless mobile payment option available to ‌iPhone‌ users in the UK since its launch in 2015. According to the filing, Apple declined to grant third-party developers access to the ‌iPhone‌'s NFC hardware and Secure Element, preventing rival wallets from operating on equal terms and leaving banks and card issuers with no alternative but to participate in ‌Apple Pay‌ if they wished to offer mobile contactless payments to ‌iPhone‌ users.

The case heavily focuses on fees Apple reportedly charges issuing banks for ‌Apple Pay‌ transactions, commonly cited in industry reporting as approximately 0.15% of the transaction value in the UK. These fees are allegedly not consistent with industry norms and were only possible because Apple restricted competition on its platform. The suit further contends that banks passed the costs of those fees on to consumers through higher charges across a wide range of financial products, including current accounts, credit cards, savings accounts, and mortgages.

Around 98% of UK consumers hold accounts with banks that support ‌Apple Pay‌ and were therefore exposed to higher costs regardless of whether they personally used the service. On that basis, the claim seeks damages on a population-wide basis. The average payout per affected consumer would be relatively modest, estimated at roughly £26 to £35 if the claim were successful.

In a statement, Apple said that the lawsuit was "misguided and should be dismissed," adding:


Apple Pay is a seamless and secure way for users to make contactless payments, and one of many payment options available to consumers. Apple does not charge fees to consumers or merchants for using Apple Pay, and banks see meaningful benefits from offering Apple Pay to their customers - most notably fraud reduction.


Apple also emphasized changes to its platform that have occurred since the period covered by the claim. The company said it has recently expanded access to key technologies, including NFC and the Secure Element, allowing third-party developers to offer contactless payments within their own apps in the UK.

The claim has been lodged with the Competition Appeal Tribunal, which must determine whether the case can proceed as a collective action.
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Apple's Siri Chatbot May Run on Google Servers

Apple is considering a significant shift in how it operates Siri by potentially running its next-generation chatbot on Google's cloud infrastructure rather than entirely on its own Private Cloud Compute servers, according to Bloomberg's Mark Gurman.


In yesterday's report detailing Apple's plans to turn ‌Siri‌ into a chatbot in iOS 27, Gurman said that the company is in discussions with Google about hosting the forthcoming ‌Siri‌ chatbot on Google-owned servers powered by Tensor Processing Units (TPUs), a class of custom chips designed specifically for large-scale artificial intelligence workloads. The arrangement would mark a major departure from Apple's emphasis on processing user requests either directly on-device or through its own tightly controlled Private Cloud Compute infrastructure.

In a potential policy shift for Apple, the two partners are discussing hosting the chatbot directly on Google servers running powerful chips known as TPUs, or tensor processing units. The more immediate Siri update, in contrast, will operate on Apple's own Private Cloud Compute servers, which rely on high-end Mac chips for processing.


The near-term ‌Siri‌ improvements in iOS 26.4 are still expected to run on Apple's own Private Cloud Compute servers, which the company unveiled in 2024 as a privacy-focused alternative to on-device processing. Private Cloud Compute relies on Apple-designed servers built around high-end Mac chips, and Apple has positioned the system as one where user data is processed temporarily and not retained, not even being accessible to Apple itself. Those claims have been central to Apple's public messaging around Apple Intelligence.

The more advanced ‌Siri‌ chatbot planned for the following major operating system update is expected to rely on a newer and more capable large language model developed by Google. This model is internally referred to as Apple Foundation Models version 11 and is comparable in capability to Google's latest Gemini models. Running such a model at scale may exceed the practical capacity of Apple's current Private Cloud Compute infrastructure, prompting the need to use Google's significantly larger, specialized cloud footprint and AI hardware.

The possibility of running ‌Siri‌ requests on Google servers does not necessarily mean Google would gain access to user data in a conventional sense. Apple already relies on third-party cloud providers, including Google, for parts of iCloud's infrastructure, while retaining control over encryption keys and data handling policies.
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Report: Apple's New AI Strategy Firms Up Under Craig Federighi

Apple has restructured its artificial intelligence strategy under software chief Craig Federighi, accelerating plans to overhaul Siri by relying on external AI models after years of internal delays and organizational friction.


According to a detailed report from The Information, Apple's approach to artificial intelligence has undergone a significant shift over the past year. Apple software chief Craig Federighi is said to be at the center of that shift, having assumed direct oversight of the company's AI organization and is now driving decisions that will shape the future of ‌Siri‌ and other Apple Intelligence features across the product lineup.

Last fall, Federighi apparently addressed a joint meeting of Apple's software and AI teams, expressing enthusiasm for closer collaboration while also signaling dissatisfaction with the company's pace of progress in artificial intelligence. Some members of Apple's foundation models team interpreted the remarks as criticism of their work.

In December, Apple moved to consolidate its AI leadership under Federighi, completing a transition that had begun earlier in the year when responsibility for ‌Siri‌ was removed from the AI group and brought under Federighi's software division. In January, Apple announced plans to use Google's Gemini AI models to power future AI upgrades, including an improved version of ‌Siri‌. In Federighi's view, integrating a third-party model would allow Apple to finally ship a revamped ‌Siri‌ later this year after controversially postponing the update in 2025.

However, the report also outlines internal concerns about the implications of placing AI under Federighi's control. People who have worked closely with him described him as highly cost-conscious and skeptical of investments with uncertain returns. This approach stands in notable contrast to rivals such as OpenAI, Meta Platforms, and Google, who invest tens of billions of dollars in data centers, chips, and AI researchers.

Apple has attempted to limit infrastructure spending by emphasizing on-device processing and its Private Cloud Compute system, which uses Apple silicon. The company was said to be waiting for the cost of AI computation and talent to decline, betting that most consumer use cases will eventually be handled locally on devices.

Federighi apparently viewed AI as unpredictable and difficult to control, preferring deterministic software behavior that could be clearly specified during design reviews. He rejected proposals to use AI to dynamically reorganize the iPhone home screen, arguing that such changes would confuse users.

Tensions over AI strategy have surfaced internally before. Around 2019, Mike Rockwell, who was leading development of the Vision Pro headset, reportedly proposed an AI-driven interface. He criticized Federighi's software approach as overly conservative, prompting a rebuke. Rockwell was later placed in charge of ‌Siri‌ in early 2025 and now reports directly to Federighi.

Despite his earlier skepticism, Federighi's stance shifted following the release of ChatGPT in late 2022. People close to him said he became convinced of the potential of large language models after experimenting with the technology and instructed his teams to explore ways to integrate similar capabilities into Apple products. Federighi reportedly concluded that Apple's internal models did not perform adequately on devices, while members of the foundation models team believed they were being blamed for challenges related to model optimization, which fell under the software organization's responsibilities.

Some team members complained they were not given sufficient guidance on how their models would ultimately be used, limiting their ability to compete with external alternatives. Around the time Apple removed ‌Siri‌ oversight from Giannandrea and assigned it to Rockwell, with Federighi directing the broader effort, Federighi instructed teams to evaluate deep integration of third-party models.

Despite the partnership with Google, Apple plans to continue developing its own AI models, particularly those designed to run on devices. Apple reportedly intends to shrink and adapt models derived from external partners so they can run more fully on Apple hardware, reducing long-term dependence. To support that goal, Apple is said to be considering acquisitions of smaller AI firms specializing in model compression and optimization.

See The Information's full report for more.
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