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Exclusive: Is Apple Late To Foldable iPhones? Ming-Chi Kuo Says Cupertino Isn't At 'Disadvantage' As Samsung Sees Foldables Go Mainstream
Tuesday, January 13, 2026 - 9:39pm | 1028Read More...Apple Inc.'s (NASDAQ:AAPL) long-anticipated entry into the foldable iPhone market may not be as delayed — or as risky — as it appears, according to analyst Ming-Chi Kuo, even as Samsung Electronics Co. (OTC:SSNLF) says the category is nearing mainstream adoption. Apple's Timing May Not Be A Problem...
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Intel Stock Soars 7% On Report It Could Soon Build Chips For Apple's Macs
Friday, November 28, 2025 - 2:25pm | 584Read More...Intel Corp (NASDAQ:INTC) stock gained as TF International Securities' Ming-Chi Kuo signaled growing momentum behind the chipmaker's bid to manufacture Apple Inc’s (NASDAQ:AAPL) next-generation M chips. • INTC is in a favorable position. Get the market research here. Kuo said Intel is...
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Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks
Monday, November 10, 2025 - 10:28pm | 883Read More...On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors...
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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
Monday, November 10, 2025 - 1:14am | 836Read More...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. Musk's Chip Push Aligns With...
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iPhone Air Has 'Fallen Short Of Expectations': Apple Analyst Ming-Chi Kuo Flags Limited Market Potential
Wednesday, October 22, 2025 - 10:11pm | 823Read More...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. iPhone Air Fails To Capture Market Share On Wednesday, renowned Apple analyst Kuo took to X,...
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Can Apple Make Success Of Vision Pro Yet? Ming-Chi Kuo Calls M5 Chip The 'Most Important' Hardware Upgrade
Thursday, October 16, 2025 - 1:47am | 723Read More...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. Kuo Highlights Apple's M5 Chip As ‘Most Important' Hardware Upgrade Taking to X, formerly Twitter, Kuo, an...
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iPhone Foldable Version Just Got Cheaper? Ming-Chi Kuo Says It All Hinges On This For Apple In 2026
Monday, October 13, 2025 - 12:10am | 865Read More...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. Analyst Kuo Says Foldable iPhone Costs Are Falling In a post on X, formerly Twitter, over the weekend, TF...
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Taiwan Rejects 50–50' Chip Production Demand, Ming-Chi Kuo Explains Real Bottleneck Lies In America's Labor And Regulation, Not TSMC
Monday, October 6, 2025 - 1:11am | 953Read More...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. Now, analyst Ming-Chi Kuo has shed more light on the proposal, saying Washington's expectations oversimplify the issue and ignore deeper...
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Apple Appears To Have Put The Worst Behind It In China, Says Analyst — Xiaomi Now Faces Fresh Pressure From 2026 iPhone SE And Flagship Launches
Monday, September 29, 2025 - 4:21am | 863Read More...Apple Inc. (NASDAQ: AAPL) may finally be regaining ground in China after months of slowing sales, and analysts warn that Xiaomi Corp. (OTC: XIACY) (OTC: XIACF) will soon face renewed competition from Apple's 2026 iPhone lineup. Apple stock has gained 4.76% so far in 2025 and is up 9.64% over the...
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Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'
Friday, September 19, 2025 - 6:48am | 1207Read More...Analysts offered sharply different takes on Nvidia Corp.'s (NASDAQ:NVDA) $5 billion investment in Intel Corp. (NASDAQ:INTC), with TF Securities' Ming-Chi Kuo touting the partnership's potential to reshape the AI PC landscape while Deepwater Asset Management's Gene Munster cautioned that Intel's...
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Ming-Chi Kuo Challenges Rumors On Apple's Foldable iPhone, Says Device 'Unlikely' To Have This Feature
Sunday, August 31, 2025 - 8:58pm | 653Read More...On Sunday, Ming-Chi Kuo, a well-known Apple analyst, addressed market speculation regarding Apple Inc.’s (NASDAQ:AAPL) upcoming foldable iPhone. Ming-Chi Kuo Reiterates Side-Button Touch ID Prediction Kuo had previously predicted that the device would feature a side-button Touch ID. However...
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Meta's $800 Hypernova Glasses Will Be An 'Experimental Product' And This One Thing Will Be 'Most Important Selling Point,' Says Analyst
Wednesday, August 27, 2025 - 1:08am | 854Read More...Meta Platforms' (NASDAQ:META) upcoming Hypernova AI-powered smart glasses are being positioned as a bold step toward augmented reality adoption, but TF International Securities analyst Ming-Chi Kuo says the device will likely be an "experimental product" with limited market share. Kuo Predicts...
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Trump's $11 Billion Intel Investment Doesn't Guarantee Tech Gain But Prevents Valuation 'Pain,' Says Leading Analyst
Sunday, August 24, 2025 - 11:50pm | 896Read More...Analyst Ming-Chi Kuo says President Donald Trump's $11 billion stake in Intel Corporation (NASDAQ:INTC) is a strong vote of confidence in the chipmaker's future but cautions that the investment won't immediately resolve its lag in advanced semiconductor technology. Kuo: Deal Raises Intel's...
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Apple Has the Potential To Crush Meta's Ray-Ban Smart Glasses, Says Ming-Chi Kuo, But The Tech Giant Has Been 'Surprisingly Slow'
Sunday, June 29, 2025 - 11:24pm | 959Read More...Apple Inc. (NASDAQ:AAPL) has the potential to outshine Meta Platforms, Inc.’s (NASDAQ:META) Ray-Ban smart glasses, says analyst Ming-Chi Kuo. What Happened: Over the weekend, Kuo highlighted Apple’s lag in the smart glasses market, especially compared to Meta’s Ray-Ban models....
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Apple's Foldable iPhone May Arrive In 2026 With Premium Pricing, Sleek Design In Focus
Wednesday, June 18, 2025 - 6:15pm | 346Read More...Apple is reportedly preparing to launch its first foldable iPhone, with a potential public release expected in 2026, according to analyst Ming-Chi Kuo of TF International Securities in a NBC News report. Kuo said in a post on X: “Assembly supplier Foxconn is expected to officially kick off...
















