2H25–2H27 New iPhone Model Launch Predictions; Budget Models in 1H, Premium Models in 2H as…2H25: iPhone 17 Pro Max, iPhone 17 Pro, iPhone 17 Slim, iPhone 17May 5May 5
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2H25： iPhone 17 Pro Max、iPhone 17 Pro、iPhone 17 Slim、iPhone 17May 5May 5
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：Apr 24A response icon1Apr 24A response icon1
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:Apr 24A response icon1Apr 24A response icon1
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 13A response icon2Apr 13A response icon2
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
