Stories by 郭明錤 (Ming-Chi Kuo) on Medium medium.com

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·10w

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·10w

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·21w

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·21w

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·29w

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·29w

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·31w

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·31w

An Analysis of U.S.

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·32w

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·32w

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·37w

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

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·37w

Analysis of the U.S. Government’s Equity Investment in Intel

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·38w

美國政府取得Intel股權之重點分析

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·38w

Eternal Materials’ First-Ever TSMC Advanced Packaging Order — Exclusive MUF and LMC for 2026 Apple…

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·40w

長興材料首度取得台積電先進封裝材料訂單，獨供Apple 2026處理器MUF與LMC，預期成CoWoS新受益者並搶攻全球逾百億高毛利LMC市場

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·40w

Fine M-Tec為折疊iPhone採用SDC顯示器無摺痕設計方案的領先受益者

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·44w

Fine M-Tec: Leading Beneficiary of SDC’s Crease-Free Display Solution for Foldable iPhone

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·44w·r/hardware

Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave…

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·46w

Apple Vision系列與智慧眼鏡產品規劃預測 (2025–2028)：智慧眼鏡可望帶動下一個消費電子趨勢

Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com·46w

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