Eternal Materials’ First-Ever TSMC Advanced Packaging Order — Exclusive MUF and LMC for 2026 Apple Chips, New CoWoS Beneficiary, Eyeing Global High-Gross Margin LMC Market Worth Over NT$10Bhttps://t.co/7HyBwrN6zd https://t.co/XblaoFWUiS ...

長興材料首度取得台積電先進封裝材料訂單，獨供Apple 2026處理器MUF與LMC，預期成CoWoS新受益者並搶攻全球逾百億高毛利LMC市場https://t.co/jTGweXr5r2 https://t.co/UsoTqCQdMn ...

I predicted three months ago - Super Micro would hit another purchasing delay in 2Q25, and that's exactly what happened.Super Micro: Shortfall stem from specification changes from a major new customer that delay revenue recognition.Transcript：https://t.co/Smp7fMXTQB https://t.co/ULN2VlFQl7郭明錤 (Ming-Chi Kuo) (@mingchikuo):Let’s take a quick look at Super Micro’s (SMCI) preliminary results. Long story short: this quarter’s numbers are likely to stay under pressure.AI servers currently split into three main ty ...

我在3個月前就預測Super Micro將在2Q25再次遇到遞延採購，結果與我預測的一致Super Micro: Shortfall stem from specification changes from a major new customer that delay revenue recognition.法說會議紀錄：https://t.co/Smp7fMXTQB https://t.co/cPOF1gslgb郭明錤 (Ming-Chi Kuo) (@mingchikuo):大致分析一下Super Micro (美超微) 的初步業績。結論是本季度的財報可能還會繼續承壓。目前AI伺服器主要有3種類型，包括ASIC (如Google TPU伺服器)、Nvidia GB200/300 NVL72與Nvidia較低階伺服器 (如x86 HGX系列)。目前AI伺服器產業的主要成長動能來自ASIC與NVL72，需求來自於CSP。Super ...

Unlikely to be iPhone assembly — more likely a subassembly for a small-volume product, or assembly for niche products or Apple’s in-house servers.Source:https://t.co/61ZcNACuRP https://t.co/tn8fTPpRu1 ...

不大像是iPhone組裝，可能是某規模較小產品之半成品生產，或是利基產品或Apple自用的伺服器之組裝。來源：https://t.co/61ZcNACuRP https://t.co/YaK6uXqTV4 ...

Trump說台積電要投資美國3,000億美元1. 台積電官方說的投資金額是1,650億美元，Trump先前說的金額是2,000億美元。Trump進一步將投資金額提高到3,000億美元，像是為即將到來的半導體關稅暖身，符合Trump自己說過的「先提出一個極高的數字，再往下談」的做法。2. 近期市場傳言美台政府談判關稅時，Trump/美方要求台積電入股Intel 49%或追加投資4,000億美元。然而，我的理解是，美台灣關稅談判並沒有提到台積電。Trump單方面提到台積電要投資美國300億美元的發言，也算驗證了我的觀點 - 如果有需要，美國政府可以單方面發言或直接找台積電。3. 如果上述市場傳言為真，台積電總共要投資美國5,650億美元，遠高於Trump說的3,000億美元，代表市場傳言非事實。4. 美國政府部分人士先前的確將台積電入股，作為振興Intel的多種潛在方案之一，但隨著美國政府越來越理解Intel實際上面臨的挑戰，以及現任CEO陳立武上台後，目前這樣的聲音已經顯著減少了。來源：https://t.co/FF2GfGIe2V ...

Trump says TSMC will invest $300 billion in the US1. TSMC's officially announced investment is $165 billion, while Trump previously stated $200 billion. His further escalation to $300 billion seems to be laying the groundwork for upcoming semiconductor tariffs, consistent with his stated approach of "starting with an extremely high number, then negotiating down."2. Recent market rumors suggest that during US-Taiwan tariff negotiations, Trump/the US demanded TSMC take a 49% stake in Intel or invest an additi ...

Trump說台積電要投資美國3,000億美元1. 台積電官方說的投資金額是1,650億美元，Trump先前說的金額是2,000億美元。Trump進一步將投資金額提高到3,000萬美元，像是為即將到來的半導體關稅暖身，符合Trump自己說過的「先提出一個極高的數字，再往下談」的做法。2. 近期市場傳言美台政府談判關稅時，Trump/美方要求台積電入股Intel 49%或追加投資4,000億美元。然而，我的理解是，美台灣關稅談判並沒有提到台積電。Trump單方面提到台積電要投資美國300億美元的發言，也算驗證了我的觀點 - 如果有需要，美國政府可以單方面發言或直接找台積電。3. 如果上述市場傳言為真，台積電總共要投資美國5,650億美元，遠高於Trump說的3,000億美元，代表市場傳言非事實。4. 美國政府部分人士先前的確將台積電入股，作為振興Intel的多種潛在方案之一，但隨著美國政府越來越理解Intel實際上面臨的挑戰，以及現任CEO陳立武上台後，目前這樣的聲音已經顯著減少了。來源：https://t.co/FF2GfGIe2V ...

CoWoP has recently taken the spotlight in the AI server industry. While it is a promising technology that merits ongoing attention, it also comes with significant uncertainties and challenges surrounding mass production and commercialization. Much has already been written online about its technical advantages and manufacturing hurdles. Here, I offer two additional perspectives for consideration:1. A Comparison with Apple’s SLP Adoption TimelineAccording to Zhen Ding's annual report, it appears that Apple be ...