October 3, 2025 · 24-Hour AI Briefing: iPhone 17 Orders Raised, Huawei Ascend Chip Teardown, AI Stock Market Surges
In the past 24 hours, several key signals emerged across the AI and tech landscape. From Apple raising iPhone 17 production forecasts, to Huawei’s flagship Ascend AI chip teardown revealing foreign components, and the surge of AI-related stocks — these developments highlight the ongoing reshaping of global supply chains, consumer markets, and capital flows in the AI era. Here’s IAISeek’s curated roundup and analysis:
1. iPhone 17 Orders Raised Above 90 Million
Morgan Stanley now expects iPhone 17 production orders to increase from 84–86 million units to more than 90 million units. The forecast for fiscal year 2026 iPhone shipments has been raised to 243 million units, driven by strong demand for the base and Pro models, though the Air series remains weak.
Commentary:
Even amid global economic headwinds and extended smartphone replacement cycles, the iPhone continues to show its “counter-cyclical” strength thanks to brand power and customer loyalty. The strong sales of base and Pro models reflect AI feature upgrades and upgrade demand from older devices. This momentum will directly benefit the supply chain, including TSMC, LG, Samsung, Luxshare Precision, and Foxconn. However, the weaker performance of the iPhone Air highlights challenges Apple must address.
2. Huawei Ascend 910C Chip Relies on Foreign Components
TechInsights’ teardown of Huawei’s Ascend 910C AI chip shows possible reliance on components from TSMC, Samsung, and SK Hynix. While China is pushing for domestic AI chip production, foreign hardware remains critical. TSMC noted that the chip appears to be built using older die rather than recent advanced processes.
Commentary:
Analysis of two 910C samples revealed TSMC-made chip cores and memory components supplied by Samsung and SK Hynix. Huawei’s integration ability stands out, proving strong design capabilities. Yet, in areas such as advanced packaging, high-performance memory, EDA tools, and lithography, China’s semiconductor ecosystem is not yet fully independent. Even with self-designed chips, manufacturing and materials still require global collaboration.
3. AI Stock Market Sees Three Dark Horses Surge
AI-related stocks have delivered standout performances this year, with AppLovin, CoreWeave, and Nebius Group emerging as runaway winners, soaring rapidly and rewarding investors.
Commentary:
AppLovin surged more than 50% in September alone, with its AI-powered advertising tools in strong demand. CoreWeave, closely tied to Nvidia, continues to secure major contracts. Nebius Group has benefitted from explosive AI training demand. In 2025’s AI boom, companies holding vertical dominance naturally attract investor capital. Still, while chasing high growth, investors must remain grounded in fundamentals.
Conclusion
From Apple’s rising iPhone production to Huawei’s Ascend chip teardown and the rally in AI stocks, the past 24 hours reflect the multiple battlegrounds shaping the global AI and tech industry. Hardware strategy, consumer adoption, and capital market narratives are colliding — underscoring that the AI race is as much about ecosystems and supply chains as it is about raw model performance.
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