VR200 NVL144 Rail Survey UpdateAlthough 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 assembly is using rails solely supplied by King Slide. The part-number prefix is the same as that of the GB300 NVL72. ...

RT 郭明錤 (Ming-Chi Kuo) (@mingchikuo)@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 AI6 and double all of the performance metrics」我先前預測AI6預計在2027年量產，當時不少人懷疑AI6與AI5生產時間僅相差一年過短，但Musk的說法驗證了我的預測 (先不討論屆時此目標能否順利執行)。2. Musk希望Tesla能蓋自己的晶片生產工廠這也驗證了我先前的分析，認為Tesla將AI6訂單轉移至Samsung的關鍵之一「能用極低的成本實際參與晶圓代工業務」。很顯然的，Musk預期此經驗將有助於Tesla蓋晶片工廠。Musk擔憂未來晶片供應，因此才會 ...

RT 郭明錤 (Ming-Chi Kuo) (@mingchikuo)@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 that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics.”I previously projected that AI6 would enter ...

NVIDIA AI Server Power Roadmap: Kyber’s Next-Generation Strategy from GPU/Rack-Level to Data-Center ScaleFull storyhttps://t.co/4SIW7blFca https://t.co/mEHWaulpmm ...

Industry Focus - The report discusses NVIDIA's AI server power specifications roadmap, moving from GPU/cabinet level to a data center-centric "Kyber" strategy [1] - The article likely focuses on the technical specifications and strategic implications of NVIDIA's next-generation AI server architecture [1] Technological Advancement - The content highlights NVIDIA's shift towards a more holistic, data center-level approach to AI server design and power management [1] - The "Kyber" strategy likely represents a significant advancement in NVIDIA's AI infrastructure offerings [1] Strategic Implications - The report suggests a focus on the evolving power requirements and design considerations for AI infrastructure [1] - The shift towards data center-level solutions indicates a growing demand for scalable and efficient AI computing resources [1]

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 discontinued by the end of 2025. This indicates that the existing Pro series and standard models already cover the majority of high-end user demand well, leaving little room to carve out new market segments and positioning — as previous ...

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 (從mini、Plus到至今Air的嘗試都沒有成功)。 ...

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, if advanced packaging could start in the U.S., that would already count as ahead of schedule.https://t.co/ilcl7qbJx9 ...

Supply Chain - Nvidia Blackwell 晶圆在美国生产后仍需运往台湾进行 CoWoS 封装才能完成 [1] - 美国若能在两年后开始先进封装，则进度已超预期 [1]

As I predicted a year ago, M5 chip is the most important hardware upgrade in the new Vision Pro.https://t.co/ywsA8MCWJp https://t.co/ad56Yg111S郭明錤 (Ming-Chi Kuo) (@mingchikuo):AI spatial computing to be the main selling point for new M5-powered Vision Pro; new Apple suppliers like Zhaowei in focushttps://t.co/FPX2dYgmX1 ...