郭明錤 (Ming-Chi Kuo) – Medium

郭明錤 (Ming-Chi Kuo)

Apple the only bright spot among notebook brands in 2026: Neo, Neo 2, OLED roadmap & strategy

1. The processor, display size, and casing color options of MacBook Neo are almost exactly in line with what I predicted about nine months…

9h ago

Apple the only bright spot among notebook brands in 2026: Neo, Neo 2, OLED roadmap & strategy

9h ago

Apple是2026筆電品牌中唯一亮點：Neo展望、Neo 2、OLED機型與Apple策略

1. MacBook Neo的處理器、螢幕尺寸與顏色，與我約9個月前的預測幾乎一致 (https://x.com/mingchikuo/status/1939558393875943719?s=20)。

9h ago

Apple是2026筆電品牌中唯一亮點：Neo展望、Neo 2、OLED機型與Apple策略

9h ago

A MacroMicro Interview: Gemini 3 and TPUs, Apple’s Sense of Urgency and AI Strategy, Foldable…

Last month (November 27), I was interviewed by MacroMicro, where we discussed broader trends across Apple/consumer electronics, and the AI…

Dec 18, 2025

A MacroMicro Interview: Gemini 3 and TPUs, Apple’s Sense of Urgency and AI Strategy, Foldable…

Dec 18, 2025

財經M平方訪談：Gemini 3與TPU、Apple的危機感與AI策略、折疊iPhone與智慧眼鏡、與AI泡沫等

我在上個月 (11月27日) 接受財經M平方的訪談，內容主要廣泛聊聊Apple/消費電子與AI產業趨勢。

Dec 18, 2025

財經M平方訪談：Gemini 3與TPU、Apple的危機感與AI策略、折疊iPhone與智慧眼鏡、與AI泡沫等

Dec 18, 2025

NVIDIA AI Server Power Roadmap: Kyber’s Next-Generation Strategy from GPU/Rack-Level to Data-Center…

I created this slide to lay out the power roadmap for NVIDIA AI servers. The focus is on power delivery and the latest industry surveys…

Oct 29, 2025

NVIDIA AI Server Power Roadmap: Kyber’s Next-Generation Strategy from GPU/Rack-Level to Data-Center…

Oct 29, 2025

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

我做了這張投影片，說明NVIDIA AI伺服器的電源規劃。以下聚焦電源供應主題與最新產業調查，不再重述入門概念（如Kyber、Canister、800 VDC/HVDC等），其他主題 (散熱、半導體等) 也先不討論。

Oct 29, 2025

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

Oct 29, 2025

Foldable iPhone Hinge: Key Updates — Lower-Than-Expected ASP Favors Apple; Supplier Shifts Favor…

Industry Survey Update:

Oct 12, 2025

Foldable iPhone Hinge: Key Updates — Lower-Than-Expected ASP Favors Apple; Supplier Shifts Favor…

Oct 12, 2025

折疊iPhone軸承關鍵更新：單價顯著低於預期有利Apple、供應商變化有利鴻海、立訊為潛在供應商、需重新檢視對新日興與Amphenol的貢獻

產業調查更新：

Oct 12, 2025

折疊iPhone軸承關鍵更新：單價顯著低於預期有利Apple、供應商變化有利鴻海、立訊為潛在供應商、需重新檢視對新日興與Amphenol的貢獻

Oct 12, 2025

An Analysis of U.S.

Background and brief takeaways

Oct 5, 2025

An Analysis of U.S.

Oct 5, 2025

針對美國商務部長Lutnick對台灣呼籲半導體承諾「50–50」之評估與分析

背景與小結

Oct 5, 2025

針對美國商務部長Lutnick對台灣呼籲半導體承諾「50–50」之評估與分析

Oct 5, 2025

郭明錤 (Ming-Chi Kuo)

郭明錤 (Ming-Chi Kuo)

天風國際證券分析師，分享科技產業趨勢觀察，即時轉貼自我的X｜TF International Securities analyst sharing tech trend insights; Live reposts from my X｜https://x.com/mingchikuo

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