關於Meta的AI眼鏡Hypernova的幾個重點：1. 此裝置預計在3Q25量產，產品生命週期為2年，未來2年出貨量約15-20萬部。根據Qualcomm晶片出貨預估，2026年全球智慧眼鏡出貨量約1,300-1,500萬部，這看出Hypernova的市佔率可忽略不計，故較像是Meta的實驗性質產品。2. AI將是Hypernova最重要的賣點，但目前整合AI與AR的應用之探索尚在早期階段，加上售價約800美元，這應該是Meta保守看待Hypernova出貨量的主因。此外，為追求量產性故採用LCoS，但這也衍生出外觀設計、亮度、反應時間與續航力等硬體設計挑戰。3. Meta發布Hypernoa的策略目的：1) 搶先Apple發佈，打造品牌形象、2) 儘早累積生態經驗、與3) 理解用戶行為。 ...

Market Trend - Earlier analysis indicated stock price increases, aligning with President Trump's concerns [1] Investment Analysis - Analysis of the U S Government's equity investment in Intel suggests the deal doesn't guarantee technology gains [1] - The investment prevents valuation decline [1] Analyst Perspective - 郭明錤 (Ming-Chi Kuo) provided analysis on the U S Government's equity investment in Intel [1]

先前的分析提到了股價上漲理由，看來這的確是Trump總統很重視的事情。https://t.co/M3qa6exXcK https://t.co/JalrtCOiYZ郭明錤 (Ming-Chi Kuo) (@mingchikuo):美國政府取得Intel股權之重點分析此交易無法保證「技術上限」，但能確保「估值下限」全文連結https://t.co/kZzeYmUp9s https://t.co/6ZRpP0oH7m ...

Government Investment Analysis - The U S government's equity investment in Intel does not guarantee technology gain [1] - The investment prevents valuation pain for Intel [1] Deal Implications - The deal's full story is available at the provided URLs [1]

Investment Analysis - The U S government's acquisition of Intel shares does not guarantee a "technology ceiling" [1] - The acquisition ensures a "valuation floor" for Intel [1]

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 ...

Super Micro (SMCI) Performance & Forecast - Super Micro预计在2025年第二季度再次出现采购延迟 [1] - 主要新客户的规格变更导致收入确认延迟，本季度业绩可能持续承压 [1] AI Server Market - AI服务器目前主要分为三类：ASIC（如Google TPU服务器），Nvidia的GB200/300 NVL72和低端Nvidia [2]

Super Micro's Performance & Forecast - Super Micro is expected to face deferred procurement again in Q2 2025, aligning with previous predictions [1] - Revenue shortfall stems from specification changes from a major new customer, delaying revenue recognition [1] - The current quarter's financial report may continue to be under pressure [1] AI Server Market Dynamics - There are three main types of AI servers: ASIC (e g, Google TPU servers), Nvidia GB200/300 NVL72, and lower-end Nvidia servers (e g, x86 HGX series) [1] - The primary growth drivers in the AI server industry are ASIC and NVL72, with demand originating from CSPs (Cloud Service Providers) [1]

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 ...