Ming-Chi Kuo explains TSMC’s CoPoS glass core carrier slide: oS is more critical than CoP, and mass production is targeted by the end of 2028
Tianfeng International analyst Ming-Chi Kuo published a long article on
Tag: Ming-Chi Kuo
MediaTek AI strategic transformation: From selling chips to selling cabinets, Ming-Chi Kuo reveals two major hunting targets
Tianfeng International Securities analyst Ming-Chi Kuo released the latest industry survey on the X platform on the 16th, revealing that ...
Ming-Chi Kuo analyzes TSMC’s CoPoS packaging technology: mass production is estimated in the second half of 2028, and Huida will be the first to introduce it
Tianfeng International analyst Ming-Chi Kuo posted an article on X (former Twitter) on the 11th, targeting TSMC’s next-generation advanced packaging ...
Under the leadership of new CEO Ternus, Apple will cancel Vision Pro successor products and fully shift to smart glasses
Apple’s John Ternus, who will take over as CEO in September 2026, has made significant changes to its head-mounted device ...
Ming-Chi Kuo: MediaTek may become a key puzzle piece for Elon Musk Terafab and produce chips in small quantities in 2028
Tianfeng International analyst Ming-Chi Kuo released the latest industry analysis today and pointed out that among several customized ASIC manufacturers ...
Ming-Chi Kuo’s in-depth analysis, Apple’s bet on Intel 18A-P: a supply chain game affecting TSMC and Intel
Apple and Intel worked closely together in the PC era, and then turned to their own Apple Silic
Ming-Chi Kuo broke the news: MediaTek will win the processor order for the OpenAI AI Agent mobile phone, and it will be mass-produced in the first half of 2027 at the earliest
Tianfeng International Securities analyst Ming-Chi Kuo released the latest industry survey report stating that OpenAI may be accelerating the first
Ming-Chi Kuo Reveals: Deconstructing the “Memory Wall” – How AI Giants Are Alleviating Memory Bottlenecks Across Multiple Dimensions from Hardware to Algorithms
In today's intensifying race for generative AI computing power, HBM (High Bandwidth Memory) specification upgrades have consistently been
Ming-Chi Kuo predicts that Apple notebook shipments will increase by 20~25% year-on-year in 2026, with MacBook Neo reaching 4.5-5 million units
Tianfeng International Securities analyst Ming-Chi Kuo, who specializes in analyzing the Apple industry chain, released a report on his X ...
iPhone 18 Pro will not increase in price! Two major analysts confirmed that Apple will hold down the price, and take a look at 12 major upgrades
Although the iPhone 18 series faces pressure from soaring costs for chips, memory, etc., two heavyweight analysts have confirmed that ...