A prediction market on Manifold ( currently shows a 77.34% consensus that Apple will release an AI chip for iPhones in...

A prediction market on Manifold (https://manifold.markets/irilonto/will-apple-release-an-ai-chip-for-i) currently shows a 77.34% consensus that Apple will release an AI chip for iPhones in 2026. While speculative, this reflects growing investor and community belief in Apple's entry into dedicated AI silicon for edge devices. If realized, the chip would likely be manufactured by TSMC (spillover candidate) and could challenge Qualcomm's position in mobile AI acceleration. The high probability indicates shifting expectations that may influence supply chain dynamics and competitive positioning. However, as a prediction market without official confirmation, confidence is low. Apple's mention of OpenAI at WWDC 2026 remains unlikely per a separate market (18.29% consensus; https://manifold.markets/CalibratedGhosts/will-apple-mention-openai-or-chatgp), suggesting Apple may pursue in-house AI rather than external partnerships. This event aligns with AI-infra/semiconductor intelligence by signaling potential demand for advanced edge AI silicon and foundry capacity at TSMC.