郭明錤 (Ming-Chi Kuo)
@mingchikuo
天風國際證券分析師，分享科技產業趨勢觀察｜TF International Securities analyst sharing tech trend insights
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Intel預計最快在2027年開始出貨Apple最低階M處理器 市場一直都有Intel成為Apple先進製程供應商的傳聞，但此傳聞始終欠缺能見度。不過，我最新的產業調查顯示，Intel成為Apple先進製程供應商的能見度近期顯著改善。 Apple先前與Intel簽署NDA並取得先進製程18AP的PDK 0.9.1GA，目前關鍵模擬與研究項目…
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple, but visibility around this had remained low. My latest industry surveys, however, indicate that…
After Nvidia reported its Q3 FY26 results, there was a view that its Days Sales Outstanding (DSO) and inventory levels were abnormal and potentially indicative of fraud. In my view, the reported figures are, in fact, consistent with basic financial common sense and the underlying…
在Nvidia公布Q3 FY26財報後，有觀點質疑該財報中的應收帳款週轉天數（Days Sales Outstanding；DSO）與庫存（Inventory）異常且疑似詐欺。但我認為，該財報結果反而符合財報常識與產業現況。 1. 應收帳款週轉天數： (1) 質疑者認為Nvidia的DSO由FY2020－2024的平均46天增加到Q3…
VR200 NVL144 Rail Survey Update Although competition is everywhere—and rails are classified as a higher-replaceability Group C component in Nvidia’s AI server parts categories—my latest supply chain checks indicate that the VR200 NVL144 currently in development, testing, and…
VR200 NVL144滑軌調查更新 雖說競爭無所不在，且滑軌在Nvidia的AI伺服器零組件分類中屬於替換程度較高的Group C，但最新的供應鏈調查顯示，目前開發測試組裝中的VR200 NVL144，採用的滑軌是由川湖獨供，料號開頭與GB300 NVL72的相同。
@elonmusk 在Tesla最新的股東會發言，驗證了我先前對馬斯克 (Musk) 在半導體佈局的分析與預測，以下簡短分析為何Musk希望Tesla能蓋自己的晶片生產工廠 1. Musk指出「So I’m hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to…
對Elon Musk與Tesla，這是一個很好的機會，能用極低的成本實際參與晶圓代工業務 （台積電不可能允許這種要求)。這能提升晶片設計的能力 (特別在量產性方面)，且因更熟悉製造know-how也有未來利對晶圓廠的議價力。未來Elon…
@elonmusk remarks at the latest Tesla shareholder meeting validate my previous analysis and predictions regarding his semiconductor strategy. The following brief analysis will focus on why Musk wants Tesla to build its own chip production plants. 1. Musk said, “So I’m hopeful…
For Elon Musk and Tesla, this represents a valuable opportunity to gain real-world foundry experience at an exceptionally low cost — something TSMC would never allow. It enables Tesla to enhance its chip design capabilities, particularly in manufacturability, while also gaining…
NVIDIA AI Server Power Roadmap: Kyber’s Next-Generation Strategy from GPU/Rack-Level to Data-Center Scale Full story mingchikuo.craft.me/hXWKf4bRg9AFZW
NVIDIA AI伺服器電力規格藍圖：從GPU/機櫃走向資料中心的次世代Kyber戰略 閱讀全文 mingchikuo.craft.me/0pia8i727Fjuee
iPhone Air demand has fallen short of expectations, leading the supply chain to begin scaling back both shipments and production capacity. Most suppliers are expected to reduce capacity by more than 80% by 1Q26, while some components with longer lead times are expected to be…
iPhone Air需求低於預期，供應鏈已經開始降低出貨與產能。供應鏈的產能普遍到1Q26會縮減80%以上，部分出貨前置時間較長的零組件，預計在2025年底前停產。這意味著既有的Pro系列與標準版機型，已經很好得涵蓋了大部分的高階用戶需求，很難再找到新的市場區隔與定位…
The press release didn’t make it clear that after the first Nvidia Blackwell wafer was produced in the U.S., it would still need to be shipped to Taiwan for CoWoS advanced packaging — only then would the production of the Blackwell chip be considered complete. Two years from now,…
新聞稿沒說清楚的是，在美國生產第一片Nvidia Blackwell晶圓後，接著還是需要運送到台灣做CoWoS封裝，Blackwell晶片生產才算完成。兩年後的今天，如果能在美國開始先進封裝，進度已算超預期。 blogs.nvidia.com/blog/tsmc-blac…
As I predicted a year ago, M5 chip is the most important hardware upgrade in the new Vision Pro. apple.com/apple-vision-p…
AI spatial computing to be the main selling point for new M5-powered Vision Pro; new Apple suppliers like Zhaowei in focus link.medium.com/gaSdbEiYdNb
如我一年前所預測，M5晶片是新款Vision Pro最重要的硬體更新 apple.com/apple-vision-p…
AI空間運算為新款M5版本的Vision Pro最大賣點，Apple供應鏈新進者如兆威機電為關注焦點 link.medium.com/fb6t9VgYdNb
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