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first_img The foldable iPhone sold out immediately upon launch, and it is reported that Apple has increased orders by 30%

According to a report by the Economic Daily, Apple's first foldable device, the iPhone Duo, quickly sold out after its launch on October 23 on the official website and major channels, with all models sold out on the same day. The second wave of shipments is expected to arrive on January 22, 2027. Supply chain sources indicate that Apple has requested its partners to expedite production and increase orders by 30%, with optimism surrounding Hon Hai, TSMC, and New Kinpo Group benefiting from this.The report states that scalper prices once reached NT$100,000, a premium of about 33% over the minimum entry price of NT$74,900. Industry insiders noted that the initial stock was insufficient, affected by assembly yield rates and demand exceeding Apple's expectations. Market research firms originally anticipated a stock volume of only 6 million units this year, which was later revised up to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027, and it is estimated that it could capture about 40% of the global foldable device market next year.Supply chain sources indicate that the complete assembly is exclusively handled by Hon Hai, the core processor chips are manufactured by TSMC, and key bearing components are supplied by a joint venture between Hon Hai and New Kinpo Group, with Amphenol as the second supplier. The industry believes that insufficient production capacity is mainly limited by bearing capacity and the difficulty of complete assembly. The above content is a summary of supply chain and market research estimates and is not an official announcement from Apple.

first_img The Swedish Government Office will ban ChatGPT and Claude, retaining only Microsoft Copilot

According to Sveriges Radio, the Swedish government office announced that starting from October 26 (Monday), ChatGPT and Claude will be banned on employee computers, with Microsoft Copilot approved as the only AI tool that has passed security review, and civil servants are required to switch to using Copilot.Mikael Wettercrantz, the agency's Director of Digitalization, stated in a post on the employee intranet that using AI services without a formal contract could "have consequences for our information security." He noted that multiple cases of improper use of open AI services have been identified, involving the sensitivity of the information inputted and the handling of AI-generated content. Due to the lack of formal agreements, consumer-grade AI tools send user queries to external company servers, and U.S. law allows authorities to request these companies to hand over data as required.Copilot is allowed to remain because the government office enhanced its security settings after review, while ChatGPT and Claude did not receive the same treatment. Some employees can still access these two banned tools through the AI platform built internally by the agency. Previously, the Swedish Tax Agency and the National Board of Health and Welfare had implemented similar bans, and the enforcement agency is also about to make a decision; an internal audit by the Transport Agency found about 10 AI services being "widely and at high risk" used.

first_img Tiger Research: Predicting that the market is becoming a macro data infrastructure

Research institution Tiger Research researcher Ryan Yoon released the final report of the prediction market series, discussing whether prediction markets have practical utility. The report states that participants bear the judgment results with funds, and prices are updated in real-time with new information, forming probability distributions comparable to traditional polls, expert surveys, and economic forecasts; prediction markets have expanded from sports and election predictions to macroeconomic and geopolitical data infrastructure.The report lists that Google Finance, CNBC, CNN, and The Wall Street Journal have displayed prediction market probabilities, and the parent company of the New York Stock Exchange, Intercontinental Exchange, along with the electronic bond trading platform Tradeweb, distributes relevant data to institutional clients. A working paper from the Federal Reserve Board describes the prediction market Kalshi as a high-frequency, continuously updated benchmark with rich information distribution. The paper states that Kalshi's median and mode predictions for the federal funds rate recorded perfectly the day before the FOMC meeting and significantly outperformed federal funds futures during that period; compared to Bloomberg consensus, it is more accurate for overall CPI and statistically similar for core CPI and unemployment rate.The report also cites research from the Iowa Electronic Markets: in five U.S. presidential elections from 1988 to 2004, and in a comparison of 964 polls, it was more accurate in 74% of cases; the average voting share error one week before the election was 1.5 percentage points, lower than Gallup's final poll of 2.1 percentage points. The report suggests that the platform needs to deepen liquidity to resist manipulation, communicate with regulatory agencies, and position itself as a monitoring tool while maintaining open transparency and data supported by independent research.
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