郭明錤|Ming-Chi Kuo@mingchikuoReiterating my prediction from six months ago: the 2H26 new iPhones (iPhone 18) will be powered by TSMC’s 2nm chips. Worth noting, TSMC’s 2nm R&D trial yields reached 60–70% three months ago, and they’re now well above that.Opens with a number
郭明錤|Ming-Chi Kuo@mingchikuoThe prediction from three months ago has come true. This is not just a comparison of Nvidia and Apple’s stock prices but a contrast between the strong growth trend of AI and the innovation challenges faced by consumer electronics.Opens with an observation