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Stories by 郭明錤 (Ming-Chi Kuo) on Medium
medium.com
2H25–
2H27
New iPhone Model Launch Predictions; Budget Models in
1H
, Premium Models in 2H as…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
54w
2H25–2H27
新款iPhone機型發布預測
;
上半年發布低階款
,下半年發布高階款將成為常態
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
54w
至少三款2H25
新款iPhone
17機型將配備12GB DRAM;Micron與SK Hynix為Apple DRAM升級策略較預期積極的主要受惠者
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
55w
At Least Three
2H25
New iPhone 17 Models to Feature 12GB DRAM; Micron and SK
Hynix
Stand to Benefit…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
55w
Updates on Tariff
Uncertainties
for iPhones
Exported
from China to the U.S.
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
57w
中國生產iPhone出口到美國所面臨的關稅不確定性更新
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
57w
Symtek
Automation Asia (SAA) Trend Analysis: Key
Beneficiary
of Rapid TSMC’s Advanced Packaging…
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
60w
迅得機械趨勢分析
:
為台積電先進封裝快速擴產主要受惠者
,2025年營運動能超預期,2026與2027年因新產品與海外市場持續強勁成長
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
60w
Nvidia
GTC
2025: Hardware Predictions and Investment
Trend
Analysis
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
61w
Nvidia
GTC
2025硬體預測與投資趨勢分析
Stories by 郭明錤 (Ming-Chi Kuo) on Medium via medium.com
·
61w
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