A Look at Nvidia’s Blackwell Product Line Update, the Rumored Slowdown in CoWoS-S Capacity…Nvidia has redefined its product lineup with the latest Blackwell architecture roadmap.6d ago6d ago
Low Mass Production Visibility for GB200 NVL72: Cautiously Monitoring Short-term Potential Risks in…Expectations for mass shipments of GB200 NVL72 assembly in 2Q25 may still be optimistic.Jan 13Jan 13
Apple Likely to Face Fiercer Challenges in 2025, Requiring Caution Against Potential Downside Risks…My latest industry research indicates that Apple will encounter more challenging hurdles in 2025, including nearly stagnant iPhone growth…Jan 103Jan 103
Apple在2025年可能將面臨更為嚴峻的挑戰，須謹慎面對市場先前過度樂觀導致的潛在下行風險我最新的產業調查研究指出，Apple在2025年將面臨更為嚴峻的挑戰，包括iPhone成長幾乎停滯、AI服務仍未有貢獻、與中國業務持續衰退等，更多細節如下。Jan 101Jan 101
Wiwynn’s 2025 Business Momentum May Exceed Expectations, with Structural Growth Expected in…1. Meta Orders to Be the Key Revenue Drivers for 4Q24:Jan 9Jan 9
BE Semiconductor為iPhone 18 Pro採用可變光圈、Apple PCC/M5系列高階處理器、先進封裝SoIC顯著成長、HBM採用Hybrid…結論： BE Semiconductor (BESI) 股價於3Q24顯著修正已反映2H24出貨遞延。展望2025年起，BESI將顯著受益於：1) 2026年iPhone 18 Pro可變光圈相機、2) Apple PCC (Private cloud compute)…Dec 23, 20241Dec 23, 20241
BE Semiconductor Poised to Benefit from iPhone 18 Pro Variable Aperture, Apple PCC/High-End M5…Conclusion: The plummet in BE Semiconductor’s (BESI) stock price in 3Q24 has already priced in the 2H24 shipment delays. Looking ahead to…Dec 23, 20248Dec 23, 20248
