Apple miscalculated...
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►►► This video ◄◄◄
This week the MacBook Neo is so popular it causes a chip shortage, Elon Musk's Terafab chip fab for Tesla and SpaceX is built by Intel, and Samsung's chip business becomes so profitable their mobile business now struggles.
Episode 296
This video on Nebula: https://nebula.tv/videos/tfc-apple-miscalculated
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►►► News & product links ◄◄◄
MacBook Neo chip shortage: https://www.culpium.com/p/apple-in-talks-to-boost-mac-neo-production
Intel x Elon Musk's Terafab: https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/
Samsung 8x profits: https://www.sammobile.com/news/samsungs-q1-2026-profit-8x-ai-data-centre-boom/
Samsung's phone business struggles: https://www.sammobile.com/news/samsung-may-end-up-losing-money-on-its-mobile-devices-this-year/
If a line starts with "*" it's an affilate link. I earn a commission if you buy through it.
*Insta360 Snap: https://www.insta360.com/sal/snap?utm_source=AffiliateCenter&utm_medium=copylink&utm_term=INR1HE2
DJI Amflow bikes: https://www.amflowbikes.com/
Skoda Duobell bike bell: https://youtu.be/zDaVPfpQvPI?is=e2qpcQbE-Eymg04o
SiFive raises $400 million: https://www.reuters.com/business/sifive-raises-400-million-atreides-nvidia-data-center-chip-technology-2026-04-09/
Samsung Galaxy S25 Ocean Mode: https://www.sammobile.com/news/galaxy-s25-ultra-gets-ocean-mode-update-for-your-summer-dives/
SteamLink for Apple Vision Pro: https://steamcommunity.com/app/353380/discussions/7/806847328212494915/
CATL building boat batteries: https://www.ft.com/content/06563cf9-e200-42d2-853d-cefa78db7d30?syn-25a6b1a6=1
Anthropic Mythos Cybersecurity model: https://arstechnica.com/ai/2026/04/anthropic-limits-access-to-mythos-its-new-cybersecurity-ai-model/
Germany negative power prices: https://www.bloomberg.com/news/articles/2026-04-07/germany-power-prices-turn-deeply-negative-on-renewables-surge
Moon map: https://quickmap.lroc.im-ldi.com/settings?camera=-1690462.9928%2C334085.984%2C217670.8734%2C0.9733%2C-0.1924%2C-0.1253%2C0.1229%2C-0.0243%2C0.9921%2C60&stack=3314%2C3113&proj=22&defs=N4IgzAjBYgXKB7ADgQwMYEsAuBPOAGAOgBYwBfAGnEmLkVU1zgjLKA
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►►► TechAltar links ◄◄◄
https://patreon.com/techaltar
Social media:
https://mas.to/@techaltar
https://threads.net/@techaltar
https://bsky.app/profile/techaltar.bsky.social
https://instagram.com/TechAltar
https://discord.gg/npKQebe
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►►► Attributions & Time stamps◄◄◄
Music by Edemski: https://soundcloud.com/edemski
Stock assets: Getty Images
0:00 Intro
0:19 MacBook Neo chip shortage
1:46 Elon's chip fab with Intel
3:30 Samsung is TOO profitable
4:23 Stonks / Not Stonks
5:14 Release Monitor
6:10 The Brief Close description
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►►► This video ◄◄◄
This week the MacBook Neo is so popular it causes a chip shortage, Elon Musk's Terafab chip fab for Tesla and SpaceX is built by Intel, and Samsung's chip business becomes so profitable their mobile business now struggles.
Episode 296
This video on Nebula: https://nebula.tv/videos/tfc-apple-miscalculated
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► News & product links ◄◄◄
MacBook Neo chip shortage: https://www.culpium.com/p/apple-in-talks-to-boost-mac-neo-production
Intel x Elon Musk's Terafab: https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/
Samsung 8x profits: https://www.sammobile.com/news/samsungs-q1-2026-profit-8x-ai-data-centre-boom/
Samsung's phone business struggles: https://www.sammobile.com/news/samsung-may-end-up-losing-money-on-its-mobile-devices-this-year/
If a line starts with "*" it's an affilate link. I earn a commission if you buy through it.
*Insta360 Snap: https://www.insta360.com/sal/snap?utm_source=AffiliateCenter&utm_medium=copylink&utm_term=INR1HE2
DJI Amflow bikes: https://www.amflowbikes.com/
Skoda Duobell bike bell: https://youtu.be/zDaVPfpQvPI?is=e2qpcQbE-Eymg04o
SiFive raises $400 million: https://www.reuters.com/business/sifive-raises-400-million-atreides-nvidia-data-center-chip-technology-2026-04-09/
Samsung Galaxy S25 Ocean Mode: https://www.sammobile.com/news/galaxy-s25-ultra-gets-ocean-mode-update-for-your-summer-dives/
SteamLink for Apple Vision Pro: https://steamcommunity.com/app/353380/discussions/7/806847328212494915/
CATL building boat batteries: https://www.ft.com/content/06563cf9-e200-42d2-853d-cefa78db7d30?syn-25a6b1a6=1
Anthropic Mythos Cybersecurity model: https://arstechnica.com/ai/2026/04/anthropic-limits-access-to-mythos-its-new-cybersecurity-ai-model/
Germany negative power prices: https://www.bloomberg.com/news/articles/2026-04-07/germany-power-prices-turn-deeply-negative-on-renewables-surge
Moon map: https://quickmap.lroc.im-ldi.com/settings?camera=-1690462.9928%2C334085.984%2C217670.8734%2C0.9733%2C-0.1924%2C-0.1253%2C0.1229%2C-0.0243%2C0.9921%2C60&stack=3314%2C3113&proj=22&defs=N4IgzAjBYgXKB7ADgQwMYEsAuBPOAGAOgBYwBfAGnEmLkVU1zgjLKA
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► TechAltar links ◄◄◄
https://patreon.com/techaltar
Social media:
https://mas.to/@techaltar
https://threads.net/@techaltar
https://bsky.app/profile/techaltar.bsky.social
https://instagram.com/TechAltar
https://discord.gg/npKQebe
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►►► Attributions & Time stamps◄◄◄
Music by Edemski: https://soundcloud.com/edemski
Stock assets: Getty Images
0:00 Intro
0:19 MacBook Neo chip shortage
1:46 Elon's chip fab with Intel
3:30 Samsung is TOO profitable
4:23 Stonks / Not Stonks
5:14 Release Monitor
6:10 The Brief Close description