獨家深入分析Intel Lunar Lake失敗的前因後果Intel近期宣布在Lunar Lake (LNL) 之後,將不再把DRAM整合進CPU封裝。雖此事近來成為焦點,但業界早在至少半年前就知道,在Intel的roadmap上,後續的Arrow Lake、Nova Lake、Raptor Lake更新、Twin…1d ago1d ago
Inside Intel’s Lunar Lake: A Promise That Became a ProblemIntel has recently announced that after Lunar Lake (LNL), it will discontinue integrating DRAM into CPU packaging. While this news has…1d ago21d ago2
Apple F4Q24財報重點分析:F4Q24略優於預期主因為生產改善而非需求面;F1Q25財測低於共識故對Apple Intelligence需有更多耐心iPhone 16與iPhone 15在F4Q24 (CY3Q24) 與F4Q23 (CY3Q23) 分別量產約2,600萬部與2,300萬部 (Pro Max機型生產改善是增加主因)。受惠於新款iPhone生產改善,iPhone生產/出貨與銷售在F4Q24分別成長約4%…5d ago5d ago
Apple F4Q24 earnings highlight analysis: F4Q24 slightly outperformance driven by production…iPhone 16 and iPhone 15 production volumes reached approximately 26 million and 23 million units in F4Q24 (CY3Q24) and F4Q23 (CY3Q23)…5d ago15d ago1
一些關於Super Micro的預測 (地緣政治的角度)從過去經驗看,審計師/會計師辭職是很嚴重的事,Super Micro往最壞結局發展的機會越來越高,也就是停牌 (Suspension)或退市 (Delisting),這將間接導致Super Micro的競爭力下滑且面臨更嚴峻的生存挑戰 (對手都是一堆有錢有資源的大型製造商)。6d ago6d ago
Some predictions about Super Micro (from a geopolitical perspective)Based on experience, the resignation of the auditor is a serious red flag, and the likelihood of Super Micro facing a worst-case scenario…6d ago16d ago1
iPhone 16 orders cut by around 10 million units for 4Q24–1H25; no evidence yet that Apple…Latest industry survey:Oct 233Oct 233
AVC is the early beneficiary from Microsoft’s 3–4 times significant increase in 4Q24 GB200 orders…Microsoft is the earliest and largest procurer of GB200 among customers. For more details, please refer…Oct 18Oct 18
奇鋐為微軟4Q24 GB200訂單顯著增加3–4倍的領先受益者,4Q24與2025營運動能可望超預期Microsoft為GB200客戶中採購最早且量最大者,更多細節可見 https://x.com/mingchikuo/status/1847107213451841556。Oct 18Oct 18