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以下是最新的產業調查：2d ago12d ago1
At Least Three 2H25 New iPhone 17 Models to Feature 12GB DRAM; Micron and SK Hynix Stand to Benefit…Based on my latest industry surveys:2d ago12d ago1
Updates on Tariff Uncertainties for iPhones Exported from China to the U.S.1. Key Takeaway: iPhone production plans (e.g., shipment forecasts, India’s export plans) remain largely unchanged despite CBP’s April 11…Apr 132Apr 132
中國生產iPhone出口到美國所面臨的關稅不確定性更新1. 先說結論。在CBP於4月11日發布CSMS #64724565更新後，iPhone的生產規劃 (如出貨預估、印度出口規劃等)沒有太大改變。Apr 13Apr 13
Symtek Automation Asia (SAA) Trend Analysis: Key Beneficiary of Rapid TSMC’s Advanced Packaging…Easy-read version: https://mingchikuo.craft.me/XbRD9XuCQU7isOMar 26Mar 26
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易讀版：https://mingchikuo.craft.me/XWT8KRXtTpesyYMar 26Mar 26
Nvidia GTC 2025: Hardware Predictions and Investment Trend Analysis• Investment Highlights for GTC 2025: 1. Nvidia’s AI server investment trends hinge on three critical issues: the continuing effectiveness…Mar 16Mar 16
Nvidia GTC 2025硬體預測與投資趨勢分析• 從投資角度看GTC 2025的觀察重點： 1. 目前Nvidia的AI伺服器的投資趨勢有3大疑慮，分別是縮放定律 (Scaling law) 的有效性延續、新款AI伺服器的量產狀況與地緣政治。 2…Mar 16Mar 16
SiTime為Apple自家數據機MEMS振盪器獨家供應商，新訂單為未來數年強勁成長驅動因iPhone改採自家數據機，故Apple用SiTime的MEMS振盪器取代了既有的石英振盪器，原因如下： 1. 在Apple於2019年前收購Intel…Mar 6Mar 6
SiTime: Exclusive Supplier of MEMS Oscillators for Apple’s In-House Modem, Set for Robust Growth in…As the iPhone adopts Apple’s modem, the company has swapped traditional quartz crystal oscillators for SiTime’s MEMS oscillators. Here’s…Mar 61Mar 61
