Ming Chi Kuo

Samsung Electronics (OTC:SSNLF) has announced plans to commence mass production of chips for Tesla Inc. (NASDAQ:TSLA) in the latter half of 2027. The announcement was made by Han Jin-man, the President and Head of Foundry Business at Samsung Electronics, during a shareholders’ meeting. The...

Apple Inc. (NASDAQ:AAPL) is reportedly set to re-engage with Intel Corp. (NASDAQ:INTC) for the supply of iPhone chips, marking a significant shift in its supply chain strategy. Intel To Fabricate Apple Chips From 2028 As per a research note from GF Securities analyst Jeff Pu, Intel is expected...

Ming-Chi Kuo, a prominent tech analyst, has weighed in on the recent financial results of NVIDIA Corporation (NASDAQ:NVDA) and debunked myths of “fraud” surrounding its metrics. Kuo Dismisses Criticism Over DSO, Inventory Levels Kuo took to X on Monday and dismissed the notion...

Nvidia Corp (NASDAQ:NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semiconductor Manufacturing Co‘s (NYSE:TSM) facility in Phoenix. First US Blackwell Chip The unveiling of the Blackwell wafer is a response to the surging demand for AI...

Qualcomm Inc. (NASDAQ:QCOM) has been on a tear, with its stock up 53.65% year-to-date and 85.46% higher over the past year. The latest boost? Renowned tech analyst Ming-Chi Kuo reports that Samsung’s upcoming Galaxy S25 will exclusively feature Qualcomm's next-generation chipset, propelling...

The launch of Apple Inc.’s (NASDAQ:AAPL) self-driving car may not happen until later in the decade, says Bloomberg’s Mark Gurman in his latest installment of the weekly “Power On” newsletter.  What Happened: Just over a month after popular tech...

Tech analyst Ming-Chi Kuo has now reported a potential delay in the mass production of Apple Inc.’s (NASDAQ:AAPL) AirTag 2 until 2025. What Happened: Kuo, an analyst at TF International Securities, has raised concerns about the production timeline for AirTag 2.  Initially,...

Supply chain analyst Ming-Chi Kuo has predicted that the 2024 Apple Inc. (NASDAQ:AAPL) Watch may not feature Micro LED screens that offer a painting-like feel, indicating a potential absence of innovative features in the upcoming device. What Happened: ...

Apple Inc.’s (NASDAQ:AAPL) highly anticipated iPhone 15 Pro Max may come with a significantly higher price tag, with analysts suggesting it could reach up to $1,299.  What Happened: According to Tim Long, an analyst at British bank Barclays, Apple...

Apple Inc. (NASDAQ:AAPL) is likely gearing up to unleash a new era of cutting-edge technology as it aggressively upgrades "hardware specifications to build a more competitive ecosystem for Vision Pro" with upcoming iPhone models to enhance connectivity and seamless integration.  What Happened...

Apple Inc. (NASDAQ: AAPL) has instructed suppliers about canceling the 2024 iPhone SE 4, according to a top analyst of the Cupertino-based tech giant. What Happened: Apple has given instructions to suppliers indicating that the production and shipment for the 2024 iPhone SE...

The negative sentiment that has been blanketing the tech space isn’t going away anytime soon, noted Apple Inc. (NASDAQ: AAPL) analyst Ming-Chi Kuo said on Tuesday. What Happened: There seems no reason to be optimistic about all major tech sectors in 2023, Kuo said in a tweet. All major...

Some people fueling the rumor mill aren’t worth a read while others have a track record of getting it right almost every time. Consistent accuracy is why when Ming Chi-Kuo of KGI Securities publishes a research note on Apple (NASDAQ: AAPL) rumors, people read it closely. Thursday, Kuo...

U.S. stocks tumbled as investors and traders showed no intention of allowing Wednesday's bull charge to continue. The Nasdaq index continues to under-perform and notched its worst one day performance since 2011. The decline in the Nasdaq index continues to be fueled by biotech and momentum...