00:06Apple is making a revamped push into AI.
00:09At its Worldwide Developers Conference, the company unveiled its next generation of Apple
00:14intelligence and a more capable Siri.
00:17The upgraded assistant can search across apps, understand personal context, and complete
00:22tasks using stored information from a user's device.
00:25The move comes after criticism that Apple was falling behind rivals in the AI race.
00:31Apple's return to the AI spotlight could have effects far beyond Silicon Valley.
00:36AI features require more computing power, creating demand throughout the technology supply chain.
00:42And industry analysts say this could benefit Taiwanese firms, especially those involved
00:47in chip production, server manufacturing, and electronics assembly.
00:52If Apple is a customer's journey, it can expand its AI token, we're talking about
00:58token's use.
00:59This is the problem of the calculation.
01:02Whether it's in Gemini or Apple intelligence has used it, these are all in Taiwan.
01:09Investors appeared to welcome the outlook, as Taiwan stocks opened higher at the start
01:14of the week.
01:14TSMC and several Apple-linked suppliers, including Foxconn, Pegatron, and Quanta, also posted gains.
01:22But analysts say markets remain cautious, as they wait to see whether Apple's latest AI
01:28strategy can translate into stronger product demand.
01:31But for Taiwan's tech sector, the launch is already being seen as another sign that the
01:37global AI boom has room to grow.
01:39Klein Wang and Lily LaMattina for Taiwan Plus.
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