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…2d ago2d ago
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…2d ago2d ago
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
Apple’s First Foldable iPhone Predictions: Market Positioning, Hardware Specs, Development…Market Positioning: 1. A True AI-driven Phone. Multimodal functionality and cross-app integration are the trends in AI device use cases…Mar 65Mar 65
Apple的首款折疊iPhone預測：市場定位、硬體規格、開發時程、出貨預估市場定位： 1. 真正的AI手機。多模態與跨App使用為未來AI裝置使用情境趨勢，故手機螢幕越大，越有利AI用戶體驗。例如，與聊天機器人討論旅遊行程時，同時呈現完整的地圖app。 2…Mar 6Mar 6
Intel’s Panther Lake (PTL) Production Delayed, Unfavorable for 2H25 Sales; Patience Key to the…According to my latest industry survey of PC/NB vendors (brands, ODMs, and EMS), Intel has postponed the mass production timeline for…Mar 41Mar 41
Intel Panther Lake量產時間延後，不利2H25銷售動能；晶圓代工業務推廣可能需要更多耐心等待我對PC/NB 品牌/ODM/EMS最新的產業調查指出，Intel的Panther Lake (PTL) 量產時間已自2025年9月初延後至4Q25中期。幾個重點值得關注：Mar 4Mar 4
台積電新一輪投資美國規劃之深入分析；台積電可說是目前全球非美國企業中，與美國川普政府談判最成功的企業台積電在2025年3月4日宣布的新一輪對美國投資計劃中，與原本規劃差異之處在於投資金額額外增加1,000億美元、減少1座先進製程晶圓廠、增加1座先進封裝廠、與增加一座研發中心。Mar 45Mar 45
In-Depth Analysis of TSMC’s New Investment Plans in the United States: TSMC stands out as the most…TSMC’s newly announced US investment plan, unveiled on March 4, 2025, differs from the original by adding $100 billion, cutting one…Mar 43Mar 43
