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Neogenomics

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  • A
    AI Gossip

    Quanta, the AI server giant, said order visibility extends into 2028, and the CFO is “very excited” about the next 2-years, at its 2nd quarter investors’ conference, media report:

    -Capex raised to NT$40 billion from NT$30 billion

    -AI server capacity will double by end-2026 vs last year.

    -2028 AI server capacity to double again vs 2026.

    -AI servers accounted for 75-80% of total server revenue

    -In the 3rd quarter, AI server revenue will grow by a double-digit percent vs Q2

    -For full year 2026, AI server revenue will double vs 2025

    -Top 5 CSPs/Hyperscalers are all Quanta clients

    -It has also won AI server and ASIC server orders from Neo Clouds

    -Quanta made a US$973 million cash injection into US operations for further expansion

    -Full year laptop shipments are expected to drop by a double digit % $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) #AIservers #laptops

    Source: Dan Nystedt

  • A
    AI Gossip

    Pegatron expects over 10-fold growth in AI server revenue this year amid strong demand for Nvidia GB-series, B200 and B300-platform servers, executives said, media report, adding Pegatron’s AI server business has expanded Neo Cloud clients to now including Hyperscalers as well, and full L11 & L12 models. Pegatron’s 2nd quarter net profit rose 1,463.8% year-on-year to NT$4.49 billion. $Coreweave(CRWV.US) $Nebius(NBIS.US) #AIservers

    Source: Dan Nystedt

  • D
    Dolphin Research

    AAPL: Sticking with Price Hikes—How Long Can Hardware Leadership Hold?

    Apple (AAPL) released FY26 FQ3 results after the U.S. market close, Beijing morning on Jul 31, 2026 (quarter ended Jun 2026). Key takeaways:

    1) Overall results: revenue of $109.4bn (+16% YoY), in line with consensus ($109.0bn). Growth was driven by iPhone, Mac, and Services.

    GPM was 50.1%, up 360bps YoY. Excluding roughly a ~2% tax rebate impact...

    图片 1，共 17 张
    APPLE(AAPL.O) FY26Q3 Financial Performance (in US$100 million) Calendar Year 2Q2
    iPhone shipment yoy 40% 上 35% 30% 25% DolphinResearch DolphinResear Dolph -China
    APPLE Total Revenue LiPhone Mac olphinResearch liPad DolphinResearch Wearables， +13
    Neogenomics

    Neogenomics

    USNEO

    AppleFinancial Analysis
  • G
    Gene Munster

    More on the constraints. Cook says the availability of advanced modes in System on Chips (SoCs), not memory.

    The majority is on the Mac mini, Mac Studio and Mac Neo. Those products collectively account for about 3% of revenue.

    The bottom line is if not for the supply on the Mac, the guide would have been higher, by likely 1% or at most 2%. It's small and a positive. $Apple(AAPL.US)

    Source: Gene Munster

  • A
    AI Gossip

    Apple has placed rush orders for more MacBook Neo laptops (laptot @evadou) as the initial run of entry-level laptops, which start at US$599 is completely sold out, media report, with estimated sales volume raised to 10 million from 7 million and supply chain partners Foxconn and Quanta ramping up production now. Current delivery times for the MacBook Neo, which debuted March 11, stretch to April 24-May 1. Tim Culpan reported Apple is planning a 2nd MacBook Neo model next year on his substack, Culpium.

    Source: Dan Nystedt

  • A
    AI Gossip

    Apple has shifted 40% of planned MacBook production capacity, including Neo, to Vietnam as it reduces China supply chain risks, media report, adding a number of big brands have steadily shifted production plans for the same reason. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) #Acer #ASUS #Vietnam #China

    Source: Dan Nystedt

  • V
    ValueNvest

    MacBook Neo $599

    Reportedly, its performance is comparable to my old 16-inch Pro from 2019

    Lowering the entry barrier more and more

    Expanding the market further from phones to MacBooks

    $Apple(AAPL.US) Apple says even though my AI isn't strong, I have enough terminals

    MacBook Neo MacBook Pro $599 $2399 Micllo kPeo Core i7 9750H and Radeon Pro 5300
    MacBook Pro 16-inch，2019 处理器 2.6GHz六核Intel Core i7 图形卡 Intel UHD Graphics 630 15
  • M
    Mark Gurman

    Our review of the M5 Max MacBook Pro, M5 MacBook Air and Studio Display XDR: When the MacBook Neo isn’t enough.

    Source: Mark Gurman

  • D
    Dolphin Research

    NVDA to invest $26bn in in-house AI foundation models; AAPL enters the budget laptop fray | Daily News Recap ---

    0312 | Dolphin Research Focus: 🐬 Macro/Industry 1) US core CPI for Feb. rose YoY in line with estimates. Inflation pressure eased ahead of the latest Middle East escalation, giving the Fed room to stay on hold for now.

    This temporarily calms fears of renewed hikes and runaway inflation. However, the Middle East conflict is lifting oil, raising the risk of an inflation rebound.

    The Fed's cut pace remains bound by geopolitics, and global risk assets may stay volatile. 2) The Trump administration is invoking Section 301 of the US Trade Act of 1974 ...

    图片 1，共 1 张
    Neogenomics

    Neogenomics

    USNEO

    Today’s Key News Recap
  • M
    Mark Gurman

    Power On: Apple just announced the $599 MacBook Neo. Now it turns its attention to the ‘Ultra’ line with upcoming foldable iPhone, touch-screen MacBook, AI AirPods and more. Details here -

    Source: Mark Gurman

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