Evening Scan

Design leaks dominated the day: Apple's roadmap surfaced in full while private equity acknowledged a problem it had preferred to ignore.

33,575 — unsold PE portfolio companies currently on the shelf. (NYT)

Private Equity Is Stuck With 33,575 Unsold Businesses (paywall)

The deal-making boom loses its value if exits happen below marked price. (NYT)

Apple Dropped Plan to Ship Leased iPhones Already Set Up for Users

Apple shelved the "white-glove" preload over privacy concerns — a reminder that convenience hits a wall when it requires touching user data first. (MacRumors)

Sony and TSMC Plan $6.3B JV for Next-Gen Image Sensor Chips

Sony retains its camera-chip lead while TSMC expands outside Taiwan — both hedging geopolitical risk. (Nikkei Asia)

New MacBook Pro and Refreshed iMacs Likely Coming in October

M6 refresh on schedule, notable only because Apple's hardware calendar has become the most predictable release cadence in tech. (MacRumors)