TF International Securities的分析师Ming-Chi Kuo在社交媒体平台Twitter上发表观点,称美光科技已于本月将价格上调了大约10%。值得注意的是,三星电子(SSNLF.US),作为该领域的最大竞争对手,上个月亦采取了类似的举措。 此外,Ming-Chi Kuo还指出,美光科技有望从三个有利于动态存取存储器(DRAM)的趋势中受益,这些趋势...
Kuo predicts we’ll get the Apple Watch Ultra 3 and SE 3 as part of the 2025 lineup Christian Zibreg∙ September 12, 2024 While the Apple Watch 3 and SE 3 weren't announced at the iPhone 16 event earlier this week, they should be part of the company's 2025 smartwatch lineup. ...
Ming-Chi Kuo By MacRumors Staff on November 3, 2024 Ming-Chi Kuo is an analyst at TF International Securities, a financial services group in the Asia-Pacific region. He gathers intelligence from his contacts in Apple's Asian supply chain, translating the information he gleans into research ...
🌀郭明錤 (Ming-Chi Kuo)2024.10.18 GB200订单更新:Microsoft的需求高于其他CSP订单总和,4Q24订单显著增加3-4倍;Microsoft供应链成为投资关注焦点。 结论: Microsoft对GB200的需求高于其他CSP订单总和,4Q24订单显著增加3-4倍。 Microsoft的GB200关键零部件供应商在4Q24就会开始大量生产与出货,对该供应链的业绩贡献...
Ming-Chi Kuo became highly active on Twitter sharing various predictions and suggestions throughout 2022. Many reiterated previous predictions or seemed to be straight-up guesses. Kuo's activity on social media versus his notes from TF International blurred in a way that made separating his actual...
”苹果老熟人“郭明錤 (Ming-Chi Kuo)爆料:苹果首款AR/MR头戴设备或将于2023年春季发布会或6月WWDC23上亮相#apple #ar #mr #头戴设备 #苹果发布会#AR眼镜 #苹果ar眼镜 #苹果AR #虚拟现实 # - Face ID于20230106发布在抖音,已经收获了168个喜欢,来抖音,记录美好生活!
Twitter Google Share on Facebook Kunming (redirected fromKun-ming) Encyclopedia Kun·ming (ko͝on′mĭng′) A city of southern China southwest of Chongqing. The Chinese terminus of the Burma Road during World War II, Kunming is the capital of Yunnan province. ...
🌀郭明 (Ming-Chi Kuo)2024年8月29日2025新款iPhone中,仅iPhone 17 Pro Max配备以下规格:1. 12GB DRAM (超薄iPhone、iPhone 17、iPhone 17 Pro与SE4均为8GB)。故可预期更强的装置端AI将为iPhone 17 Pro Max主要卖点。2. 散热规格升级,配备VC (vapor chamber) 与石墨片
「苹果老熟人」郭明錤 (Ming-Chi Kuo)发布iPhone SE3最新预测#apple #iphone #iphonese #iphonese3渲染图 #苹果手机 #苹果发布会 #苹果2022春季发布会 #玩转数码 #抖音图文 #抖 - Face ID于20220305发布在抖音,已经收获了295个喜欢,来抖音,记录美好生活!
7月18日,苹果分析师郭明錤(Ming-Chi Kuo)表示,苹果将在2025年为搭载下一代M5芯片的MacBook机型采用新的紧凑型相机模块(CCM)供应商。郭明錤在其最新的投资者备忘录中写到,苹果将向舜宇光学(Sunny Optical)采购M5 MacBook所需的CCM。这家中国光学镜头公司将在越南批量生产CCM,并为新款笔记本电脑提供一个集成在紧凑外...