Jukan
In its latest report, kuo Mingchi mentioned that among current hardware manufacturers, Apple is the only company not experiencing difficulties in securing supply volume due to rising memory costs.
In particular, he referred to this as “Cost Pressure” (not “Supply Constraint”).
The key points are as follows:
- Even with the sharp rise in memory prices, Apple is still securing sufficient volume.
- Although DRAM/NAND prices for Apple have increased, the situation is not one where memory shortages prevent the production of hardware.
- This is a position that only Apple uniquely holds in the market.
- Apple alone accounts for 20–25% of global mobile memory demand.
- In other words, if memory companies fail to fulfill Apple’s volume requirements, it could lead to the collapse of the entire mobile market itself — which is why memory suppliers treat Apple as their absolute top priority.
- However, applying Apple’s case to the entire market is extremely dangerous.
- Other companies are highly likely to be almost fully exposed to this kind of supply shock.
$AAPL
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In its latest report, kuo Mingchi mentioned that among current hardware manufacturers, Apple is the only company not experiencing difficulties in securing supply volume due to rising memory costs.
In particular, he referred to this as “Cost Pressure” (not “Supply Constraint”).
The key points are as follows:
- Even with the sharp rise in memory prices, Apple is still securing sufficient volume.
- Although DRAM/NAND prices for Apple have increased, the situation is not one where memory shortages prevent the production of hardware.
- This is a position that only Apple uniquely holds in the market.
- Apple alone accounts for 20–25% of global mobile memory demand.
- In other words, if memory companies fail to fulfill Apple’s volume requirements, it could lead to the collapse of the entire mobile market itself — which is why memory suppliers treat Apple as their absolute top priority.
- However, applying Apple’s case to the entire market is extremely dangerous.
- Other companies are highly likely to be almost fully exposed to this kind of supply shock.
$AAPL
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Offshore
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Chips & SaaS
RT @ReutersBiz: WATCH: The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter https://t.co/GjOpFpFL8f https://t.co/K8O7G59gsJ
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RT @ReutersBiz: WATCH: The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter https://t.co/GjOpFpFL8f https://t.co/K8O7G59gsJ
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Chips & SaaS
RT @RihardJarc: $GOOGL is a company that doesn’t do hype.
For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.
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RT @RihardJarc: $GOOGL is a company that doesn’t do hype.
For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.
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Chips & SaaS
RT @yieldsearcher: Hyperscaler Capex for 2026:
META: $125b ($70b)
GOOG: $180b ($91b)
AMZN: $175b ($125b)
MSFT: $145b ($83b)
ORCL: $55b ($35b)
Total: $680b ($404b)
Almost $300b, or 1% of GDP growth in capex from just these five companies
Hard to have a recession with that capex binge.
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RT @yieldsearcher: Hyperscaler Capex for 2026:
META: $125b ($70b)
GOOG: $180b ($91b)
AMZN: $175b ($125b)
MSFT: $145b ($83b)
ORCL: $55b ($35b)
Total: $680b ($404b)
Almost $300b, or 1% of GDP growth in capex from just these five companies
Hard to have a recession with that capex binge.
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Jukan
According to a report by Taiwan’s Mirror Daily, rising memory prices are not expected to affect Apple’s plans to launch an entry-level MacBook.
The report also says that this new entry-level MacBook will be priced around $699–$799, and will feature 8GB of RAM along with the A18 Pro chip.
It even claims that Apple is forecasting annual sales of 5–8 million units for this low-cost laptop.
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According to a report by Taiwan’s Mirror Daily, rising memory prices are not expected to affect Apple’s plans to launch an entry-level MacBook.
The report also says that this new entry-level MacBook will be priced around $699–$799, and will feature 8GB of RAM along with the A18 Pro chip.
It even claims that Apple is forecasting annual sales of 5–8 million units for this low-cost laptop.
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The Transcript
RT @TheTranscript_: $MA Mastercard CEO: Tokenization nearing 40% of all transactions.
“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
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RT @TheTranscript_: $MA Mastercard CEO: Tokenization nearing 40% of all transactions.
“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
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Javier Blas
BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading.
The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesn’t look sustainable. https://t.co/ta5NMoDNWd
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BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading.
The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesn’t look sustainable. https://t.co/ta5NMoDNWd
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The Transcript
RT @TheTranscript_: $V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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RT @TheTranscript_: $V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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The Transcript
Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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Michael Fritzell (Asian Century Stocks)
What's missing:
- A press release
- How many contact details were leaked (700,000)
- What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles
- Why it happened
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What's missing:
- A press release
- How many contact details were leaked (700,000)
- What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles
- Why it happened
FYI substack email and phone number data has been leaked. https://t.co/xdaE9MHxZs tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6
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RT @nothingbutjp: TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6
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