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The Latest Breaking News from MingChi Kuo

Intel moves closer to building Apple’s entry-level M-series chips on 18A from 2027 — insider claims chipmaking deal could be close at hand

Apple is preparing to qualify Intel’s 18A process for its lowest-end M-series processor, according to a post on X from analyst Ming-Chi Kuo.

Tom’s Hardware

In a major plot twist, Intel could soon be making chips for Apple once again, only this time, it'll be the Arm-based M-series

This wasn't on my 2025 bingo card. But then neither was the Nvidia collab.

PC Gamer

Why Is Everyone Worried About Nvidia’s Days Sales Outstanding? What That Means, and Why It Matters for NVDA Stock.

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric is far less alarming and far more explainable than the bearish narrative suggests.

Barchart

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'Big Short' Michael Burry Doubles Down On Bear Case After Nvidia Pushes Back In Wall Street Note

“Big Short” investor Michael Burry is refusing to back down from his bearish stance on Nvidia Corp. (NASDAQ:NVDA), publicly reaffirming his analysis just hours after the chipmaker circulated a private memo to Wall Street refuting his claims.

Benzinga

Ming-Chi Kuo Fires Back At Nvidia 'Fraud' Critics, Says Claims Are Built On 'Factual Errors' — 'Far From Being Evidence...'

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.

Benzinga

Nvidia Packaging Partner Amkor Logs Momentum Gain— Up Over 30% YTD On AI Surge

Amkor Technology Inc. (NASDAQ:AMKR) has surged into the top quintile of stocks ranked by momentum, with its percentile score climbing to the 86.98th percentile, according to the latest Benzinga Edge’s Stock Rankings momentum percentile report.

Benzinga

Apple's Cheap MacBook 'To Kill' Chromebooks, Costs 'Under $1,000'—What to Expect

Apple is reportedly launching a 'cheap MacBook' in 2026 for 'well under $1,000' to compete with Chromebooks. Learn about its A18 Pro chip, macOS, and a rumoured $599 price.

International Business Times

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Apple's cheap MacBook: Rumored specs, price, release date and everything we know so far

Apple looks set to launch a cheap $599 MacBook running on an iPhone chip. Here's everything we've found out so far from rumors and leaks.

Tom’s Guide

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

Apple's Cheap MacBook 'To Kill' Chromebooks, Costs 'Under $1,000'—What to Expect

Apple is reportedly launching a 'cheap MacBook' in 2026 for 'well under $1,000' to compete with Chromebooks. Learn about its A18 Pro chip, macOS, and a rumoured $599 price.

International Business Times UK

iPhone 18 rumors — everything we know so far

The iPhone 18 may be a year away — or perhaps even longer for one model — but Apple’s next handsets are beginning to take shape.

Tom’s Guide

M6 MacBook Pro Rumours: Possible Release Date, OLED Touchscreen and Notchless Design

The M6 MacBook Pro, expected in 2026, may finally get a touchscreen, say analysts. Rumours point to a thinner, notchless design with an OLED display and a 'hole-punch' camera.

International Business Times UK

$2500 iPhone Fold Claims New Record, But It Forgoes Essential Face ID

Apple's first foldable iPhone, the Fold, is primed for a September 2026 release, featuring dual displays, a titanium chassis, a liquid metal hinge, Touch ID, and a premium price of £1,650–£2,060 ($2,000–$2,500).

International Business Times UK

Apple's Legal Woes, iPhone Air Fails To Impress And More: This Week In Appleverse

It’s been a busy week in the world of tech and entertainment. Here’s a roundup of the top Apple stories that you might have missed.

Benzinga

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Benzinga

iPhone Air Has 'Fallen Short Of Expectations': Apple Analyst Ming-Chi Kuo Flags Limited Market Potential

Apple Inc.'s (NASDAQ:AAPL) latest iPhone Air is struggling to gain traction, as top analyst Ming-Chi Kuo says the existing iPhone Pro and standard models already satisfy the majority of high-end users.

Benzinga

Nvidia, TSMC Unveil The First US-Made Blackwell Wafer, But Analyst Ming-Chi Kuo Flags This Overlooked Detail

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.

Benzinga

Can Apple Make Success Of Vision Pro Yet? Ming-Chi Kuo Calls M5 Chip The 'Most Important' Hardware Upgrade

On Wednesday, analyst Ming-Chi Kuo said his forecast about the M5 chip's role in the Vision Pro update was accurate as Apple Inc. (NASDAQ:AAPL) struggles to gain momentum in mixed reality.

International Business Times UK

Foldable iPhone Price Leak Baffles Fans: Apple's Secret Move That Could Crush Samsung Revealed

Apple's long-rumoured foldable iPhone could be cheaper than expected thanks to a breakthrough in hinge technology. We explore the 2026 release date and price rumours.

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What Hi-Fi?

Your next AirPods could have cameras in them

Apple is reportedly exploring cameras for future AirPods as H3 chip and AirPods 5 enter development

Tom’s Guide

iPhone Fold could be cheaper than we thought — and it's all because of this one part

A price drop for a key iPhone Fold component is music to our ears — and hopefully for other foldable phones too.

Benzinga

iPhone Foldable Version Just Got Cheaper? Ming-Chi Kuo Says It All Hinges On This For Apple In 2026

Apple Inc. (NASDAQ:AAPL) could be much closer to launching its long-rumored foldable iPhone — and at a lower cost than expected, according to new details shared by top analyst Ming-Chi Kuo.

Tom’s Guide

iPhone Fold design could be the first Apple iPhone ever with this combo

Apple's rumored foldable iPhone could use a combination of titanium and aluminum in its frame according to an analyst.

International Business Times UK

Leaks Suggest the iPhone 17e Will Blur the Line Between Mid-Range and Premium

The rumoured iPhone 17e is anticipated to launch in early 2026, maintaining Apple's strategy of annual updates for its affordable iPhone line.

Benzinga

Taiwan Rejects 50–50' Chip Production Demand, Ming-Chi Kuo Explains Real Bottleneck Lies In America's Labor And Regulation, Not TSMC

Earlier this month, Taiwan firmly rejected the Donald Trump administration's proposal for an even split in semiconductor production between the U.S. and Taiwan.

Benzinga

Gene Munster Says Vision Pro Looks Like iPhone-Maker's Biggest Miss Since Newton: 'Apple's Push Will Deliver Glasses That Likely Outshine Meta's'

Apple Inc. (NASDAQ:AAPL) has reportedly paused work on a cheaper Vision Pro headset to focus on smart glasses development.

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