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Stories by 郭明錤 (Ming-Chi Kuo) on Medium
medium.com
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
3d
3 days ago
Breaking down TSMC’s glass core substrate slide
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Actions for Breaking down TSMC’s glass core substrate slide
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
3d
3 days ago
重點解讀台積電的玻璃核心載板投影片
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Actions for 重點解讀台積電的玻璃核心載板投影片
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
5d
5 days ago
My latest industry checks indicate that MediaTek has upgraded the strategic positioning of its AI…
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Actions for My latest industry checks indicate that MediaTek has upgraded the strategic positioning of its AI…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
5d
5 days ago
我最新的產業調查顯示，聯發科內部已將 AI 事業的策略定位，從「IC / ASIC 設計」提升至「系統級別設計」
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Actions for 我最新的產業調查顯示，聯發科內部已將 AI 事業的策略定位，從「IC / ASIC 設計」提升至「系統級別設計」
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
1w
1 week ago
Key takeaways on TSMC’s next-generation advanced packaging, CoPoS
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Actions for Key takeaways on TSMC’s next-generation advanced packaging, CoPoS
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
1w
1 week ago
關於台積電的次世代先進封裝 CoPoS 的幾個關鍵
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Actions for 關於台積電的次世代先進封裝 CoPoS 的幾個關鍵
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
1w
1 week ago
WWDC26 won’t change Apple’s positive 2H26 share-price trend, but it will test the staying power of…
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Actions for WWDC26 won’t change Apple’s positive 2H26 share-price trend, but it will test the staying power of…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
1w
1 week ago
WWDC26 不影響 Apple 2H26 股價正向趨勢，但將揭露多頭敘事的續航力
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Actions for WWDC26 不影響 Apple 2H26 股價正向趨勢，但將揭露多頭敘事的續航力
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
14w
14 weeks ago
Apple the only bright spot among notebook brands in 2026: Neo, Neo 2, OLED roadmap & strategy
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Actions for Apple the only bright spot among notebook brands in 2026: Neo, Neo 2, OLED roadmap & strategy
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
14w
14 weeks ago
Apple是2026筆電品牌中唯一亮點：Neo展望、Neo 2、OLED機型與Apple策略
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Actions for Apple是2026筆電品牌中唯一亮點：Neo展望、Neo 2、OLED機型與Apple策略
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
26w
26 weeks ago
A MacroMicro Interview: Gemini 3 and TPUs, Apple’s Sense of Urgency and AI Strategy, Foldable…
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Actions for A MacroMicro Interview: Gemini 3 and TPUs, Apple’s Sense of Urgency and AI Strategy, Foldable…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
26w
26 weeks ago
財經M平方訪談：Gemini 3與TPU、Apple的危機感與AI策略、折疊iPhone與智慧眼鏡、與AI泡沫等
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Actions for 財經M平方訪談：Gemini 3與TPU、Apple的危機感與AI策略、折疊iPhone與智慧眼鏡、與AI泡沫等
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
33w
33 weeks ago
NVIDIA AI Server Power Roadmap: Kyber’s Next-Generation Strategy from GPU/Rack-Level to Data-Center…
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Actions for NVIDIA AI Server Power Roadmap: Kyber’s Next-Generation Strategy from GPU/Rack-Level to Data-Center…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
33w
33 weeks ago
NVIDIA AI伺服器電力規格藍圖：從GPU/機櫃走向資料中心的次世代Kyber戰略
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Actions for NVIDIA AI伺服器電力規格藍圖：從GPU/機櫃走向資料中心的次世代Kyber戰略
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
35w
35 weeks ago
Foldable iPhone Hinge: Key Updates — Lower-Than-Expected ASP Favors Apple; Supplier Shifts Favor…
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Actions for Foldable iPhone Hinge: Key Updates — Lower-Than-Expected ASP Favors Apple; Supplier Shifts Favor…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
35w
35 weeks ago
折疊iPhone軸承關鍵更新：單價顯著低於預期有利Apple、供應商變化有利鴻海、立訊為潛在供應商、需重新檢視對新日興與Amphenol的貢獻
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Actions for 折疊iPhone軸承關鍵更新：單價顯著低於預期有利Apple、供應商變化有利鴻海、立訊為潛在供應商、需重新檢視對新日興與Amphenol的貢獻
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
37w
37 weeks ago
An Analysis of U.S.
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Actions for An Analysis of U.S.
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
37w
37 weeks ago
針對美國商務部長Lutnick對台灣呼籲半導體承諾「50–50」之評估與分析
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Actions for 針對美國商務部長Lutnick對台灣呼籲半導體承諾「50–50」之評估與分析
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
41w
41 weeks ago
GIS: Worst Over, Exclusive Apple Foldable iPhone/iPad and Vision Air Supply, Enhanced Long-Term…
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Actions for GIS: Worst Over, Exclusive Apple Foldable iPhone/iPad and Vision Air Supply, Enhanced Long-Term…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
41w
41 weeks ago
GIS最壞時期已過，獨供Apple折疊iPhone/iPad與Vision Air，次世代產品訂單強化長期獲利能見度
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Actions for GIS最壞時期已過，獨供Apple折疊iPhone/iPad與Vision Air，次世代產品訂單強化長期獲利能見度
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