Morning Tech Digest | Early Batches of Apple’s First Foldable iPhone Ship; Ubisoft Co-Founder Tragicallly Lost in Plane Crash

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Supply Chain Scoop: Already Shipping Early Batches of Apple’s First Foldable iPhone

Per NUPIAO’s exclusive coverage on June 21, a key player in Apple’s supply chain has already started pushing small-batch units of the tech giant’s very first foldable iPhone into the ecosystem. Based on the latest production targets they’ve been handed, we’re looking at a September debut.

Lately, there’s been plenty of chatter online suggesting Apple bumped the launch from fall 2026 to early 2027. But here’s what a direct supply chain contact shared with us: everything on the ground still points to a late 2026 release. Apple itself hasn’t dropped any official statement yet, so we’ll just have to watch this space.

Ubisoft Co-Founder Claude Guilleminot Tragically Killed in Western France Plane Crash

Heartbreaking news arriving today: Ubisoft co-founder Claude Guilleminot passed away on the evening of the 19th after a small aircraft went down near La Baule in western France. He was 69. Tragically, his flight instructor didn’t make it out alive either. Ubisoft has officially confirmed the loss, though they’re holding off on further details while French civil aviation safety investigators dig into what exactly went wrong.

For anyone newer to the scene, Ubisoft’s been steering the gaming industry since 1986, handing us legendary franchises like Assassin’s Creed and Far Cry.

NetEase Cloud Music Pulls the Plug on “Miaoshi” AI Companion App Amid Strategic Shift

If you’ve been testing out NetEase Cloud Music’s AI emotional companion app “Miaoshi,” take note: it’s calling it quits on July 14. The company already paused new sign-ups, wallet top-ups, and membership renewals. Once shutdown day hits, every single feature goes dark. If you’ve got leftover Miaoshi coins, Cookie credits, electricity tokens, or active memberships, you can email in for a full refund before August 14.

Originally launched under the codename “MUS” in December 2022 and later rebranded as Miaoshi, this app was always pitched as NetEase’s wedge into the social space. Its headline feature? Highly immersive, ultra-realistic AI emotional companionship. Users could jump into chats, post life updates, and even RSVP to local hangouts like Livehouse gigs and outdoor music festivals. When pressed on why they’re killing it, NetEase’s customer service team pointed straight to an internal product pivot.

Transsion Holdings Re-files H-Share Listing Paperwork with Hong Kong Exchange

On June 21, Transsion Holdings (688036.SH) dropped a quick update confirming they resubmitted their H-share IPO application to the HKEX on June 18, 2026, alongside publishing the full prospectus on the exchange portal. Obviously, regulators like China’s CSRC, the SFC, and the HKEX still need to give the green light, so there’s definitely some uncertainty left before this fully clears.

Stock Surger Zhijie Intelligent Clears the Air: Nvidia Tie-Up Stops Short of Core Chip Design

After hitting two consecutive trading limits, Zhijie Intelligent (001339.SZ) felt the market heat and issued a clarification notice on June 21. Let’s get one thing straight: since September 2024, they’ve been part of Nvidia’s Partner Network (NPN). They’re taking Nvidia Jetson modules, engineering their own edge computing and embodied AI controllers, buying the silicon outright, designing the board layouts, manufacturing the finished units, and shipping them to downstream clients. Absolutely zero involvement in actual chip architecture or core IP development. Back in 2025, that specific revenue slice brought in roughly 30 million RMB, which barely scratches their total earnings—less than 1%.

They did sink capital into Hangzhou Yuanchuanwei Technology (“Yuanchuanwei”) throughout 2026 via multiple strategic funding rounds. Right now, they’re sitting on a lean 4.41% stake. Founded back in September 2025, Yuanchuanwei is chasing the shiny-new LPU+ chip space specifically optimized for running large language models. It’s a hot concept floating around, but reality bites hard: product validation cycles, client acquisition hurdles, macro headwinds, and shifting regulations are all real variables. Commercial rollout isn’t a given, and stakeholders should keep a close eye on execution risks.

Microsoft Azure and AWS Brace for Heavy-Lift EU Antitrust Crackdown

Just when you thought the cloud duopoly had it smooth sailing, Brussels is stepping up. Following initial probes into concentrated power in the cloud infrastructure sector, both Microsoft’s Azure and Amazon Web Services are staring down the barrel of strict antitrust enforcement.

Rumors circulating suggest the European Commission will drop preliminary findings as early as next week, likely flagging both AWS and Azure as potential gatekeepers under the Digital Markets Act (DMA). Insiders close to the matter hint that a final verdict could land before the year wraps up, though EU regulatory timelines have a habit of shifting on a dime.

Douyin E-Commerce Drops 618 Data Drop: Over 120K Merchants Watch Live Commerce Sales Double Year-Over-Year

Right after midnight on June 19, Douyin E-Commerce unleashed its official 2026 618 Shopping Festival performance report. The metrics are seriously impressive: more than 120,000 merchants watched their live-stream sales skyrocket, doubling compared to last year. We’re also tracking over 570,000 creators hitting that same 100% growth mark. Nearly 30,000 brand-new sellers cracked the 1-million-RMB milestone in their very first 618 push. And here’s the standout takeaway: smaller and mid-tier creators drove over 80% of the entire creator-led sales volume. Grassroots reach is absolutely dominating the feed right now.

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