TAG

#半導體投資

8 articles · ← All tags

Wealth Awakening

Apple Computers Just Got More Expensive on 6/26: 20% Global Hike, Where's the Cheapest Place to Buy?

Apple quietly refreshed Mac and iPad pricing before the US market open on 6/25. MacBook Air jumped from $1,099 to $1,299 (+18.2%), MacBook Pro 14-inch from $1,699 to $1,999 (+17.7%). Average increase across the line: 18-20%. Tim Cook called it a 100-year flood. The truth: one day before the hike, Micron reported gross margin of 84.9%, locked in $22B in long-term agreements, and HBM supply tightness through 2027. The AI memory super-cycle's cost just landed in your shopping cart. Cross-market price test: US cheapest, Taiwan Education Pricing cracks top three, Japan and Europe priciest.

14 min
Wealth Awakening

Micron Revenue 4x, Gross Margin 84.9% Beats Nvidia: After-Hours +13%, AI Memory Super-Cycle Confirmed

Micron's FY26Q3 revenue hit $41.46B (+346% YoY), adjusted gross margin reached 84.9% (beating Nvidia's 75% and Meta's 81.9%), and adjusted EPS came in at $25.11 (12x YoY). Q4 guidance points to $50B in revenue with EPS midpoint $31. Sixteen long-term agreements lock in $22B in customer cash and roughly $1,000B in RPO. The stock jumped as much as 16% after hours, with market cap holding above $1 trillion. This isn't a decent earnings report — it's Micron's official promotion from AI supporting cast to AI lead actor.

11 min
Wealth Awakening

TSMC Drops NT$50 as Taiwan Stocks Open 800+ Points Lower, Defending the 46000 Line

TAIEX hit an all-time high of 46,552 in early June and closed yesterday at 47,100. Overnight U.S. tech rolled over, TSMC's ADR dropped 6.69%, the Philadelphia Semiconductor Index fell 7.87%, and Micron dropped 13.18%. Today (the 24th), Taiwan stocks gapped down 800+ points at the open, with the index slammed back to the doorstep of 46,000. This isn't a routine pullback — it's the moment someone hit mute at the AI bull party.

9 min
Tech Growth

SpaceX's USD 60B Cursor Acquisition: The Final Piece of an AI Empire

Just days after its historic IPO, SpaceX announced a USD 60B all-stock acquisition of Cursor's parent company Anysphere on June 16, 2026. This analysis unpacks the three-layer strategic logic: filling the Colossus compute gap, seizing the developer IDE distribution chokepoint, and cutting off Anthropic and OpenAI's traffic — and what it means for enterprise users and the broader AI coding market.

8 min
Wealth Awakening

SpaceX IPO: A Complete Guide to 4 Types of Taiwan Proxy Stocks

SpaceX listed on Nasdaq on June 12, 2026 (ticker: SPCX), raising $75B at a $1.77T valuation — the largest IPO in history. Taiwan's supply chain plays a critical role: from PCB leader Unimicron and RF specialist Ascend Science to ground equipment maker Wistron NeWeb, this guide systematically breaks down 4 categories of Taiwan SpaceX proxy stocks with 3 key screening criteria to identify genuine beneficiaries vs. theme imposters.

9 min