Vishay: The Hidden Key Winner in Nvidia’s AI Servers and RTX 50 Series Supply Chain; Vishay 3.0While the tech industry focuses on Nvidia’s AI server and RTX 50 series supply chain, my latest research reveals Vishay as the hidden key…5d ago15d ago1
Vishay為Nvidia AI伺服器與RTX 50系列的鮮為人知之關鍵贏家；Vishay 3.0自2025年浮現成效，為強勁成長驅動來源Nvidia AI伺服器與RTX 50系列顯卡的供應鏈為科技業關注焦點，但我最新的調查指出，Vishay是鮮為人知的關鍵贏家。5d ago5d ago
歌爾股份為Apple 2026年兩款新產品NPI供應商，預計自2025年開始Apple事業將恢復成長動能1. Apple將首度進軍智慧家居IP camera市場，預計2026年量產，目標為年出貨量達千萬級別，歌爾股份取得此產品NPI並為獨家組裝廠商。Nov 121Nov 121
Goertek Secures NPI Supplier for Two New Apple Products in 2026; Apple Business Set to Resume…1. Apple is making its first foray into the smart home IP camera market, with mass production scheduled for 2026, targeting annual…Nov 124Nov 124
Sunny Optical to Benefit Significantly from Apple’s Optical Order Growth and Spec Upgrades Over…Key Growth Drivers for Sunny Optical’s Apple Orders in 2025–2026:Nov 81Nov 81
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…Nov 5Nov 5
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…Nov 55Nov 55
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%…Nov 1Nov 1
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)…Nov 11Nov 11
