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GF Securities Co. Ltd.

GF Securities analyst Jeff Pu suggests Apple may partner with Intel for non-Pro iPhone chips starting in 2028, while also noting NVIDIA's potential use of co-packaged optics in its Rubin Ultra architecture. Recent posts highlight GF Securities' analysis on semiconductor supply chains and potential shifts in AI accelerator projects.

About GF Securities Co. Ltd.

GF Securities Co. Ltd. is a financial entity involved in both traditional finance and innovative digital asset solutions.

Insights

Price: $

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The price action is uncertain, with positive news about eSSD demand and MRVL's ARKE project win potentially being offset by the negative outlook on the memory sector and NVIDIA's GPU shipments. The price hit a 52-week high of $XXXXX for the hour.

1-Year High: $XX on 2025-10-16
1-Year Low: $XXXX on 2025-04-07

AltRank: XXX

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GF Securities Co. Ltd. is currently AltRank #689 based on combined combined social and market metrics Daily Average: XXXXX
1-Year High: XXXXX on 2025-02-24
1-Year Low: XXX on 2025-11-07

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1-Year High: XX on 2025-01-10
1-Year Low: X on 2025-10-31

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1-Year High: XXXXXX on 2025-09-10
1-Year Low: X on 2024-12-17

Engagements by network (24h): Reddit: XX X: XXXXX YouTube: XXX

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1-Year High: XX on 2025-06-27
1-Year Low: X on 2024-12-17

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XX unique social accounts have posts mentioning GF Securities Co. Ltd. in the last XX hours which is up XXX% from X in the previous XX hours Daily Average: XX
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1-Year High: XX on 2025-06-27
1-Year Low: X on 2024-12-17

The most influential creators that mention GF Securities Co. Ltd. in the last XX hours

Creator Rank Followers Posts Engagements
@rwang07 X XXXXXX X XXX
@Arronwei3n X XXXXX X XXX
@jukan05 X XXXXXX XX XX
@HSKChain X XXXXXXX X XX

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1-Year High: XXX% on 2024-12-17
1-Year Low: XX% on 2025-02-17

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1-Year High: $XXXXXXXXXXXXXXX on 2025-04-01
1-Year Low: $XXXXXXXXXXXXXX on 2025-01-10

Top GF Securities Co. Ltd. Social Posts

Top posts by engagements in the last XX hours

Showing only X posts for non-authenticated requests. Use your API key in requests for full results.

"🚨 A Big Update on Optics A Potential Timeline Shift $LITE $COHR $NVDA GF Securities (a major Asia-based research house covering hyperscaler networking and optics) released a new note with an important update on NVIDIAs 2027 Rubin Ultra architecture. GF now expects NVIDIA to introduce co-packaged optics into one version of Rubin Ultra specifically for Scale-Up networking (the rack-to-rack NVLink path) rather than just the expected Scale-Out switches. Not across the whole system. Not replacing the copper inside the compute tray. But targeting the optical boundary that connects large GPU"
X Link @crux_capital_ 2025-12-11T12:00Z 5383 followers, 9604 engagements

"GF Securities analyst Jeff Pu: Apple expected to sign Intel for non-Pro iPhone chips from 2028 on 14A node (unconfirmed). Ming-Chi Kuo earlier said Intel may ship low-end M-series for select Macs/iPads mid-2027 on 18A. Intel role fab-only; Apple keeps design TSMC stays main foundry for high-end/Pro silicon. Pu notes 18A yields 60-65% in Nov targeting XX% by end-2025. Analysts see it as SC diversification + more NA mfg; Intel previously made Apple iPhone modems"
X Link @AIRevSpot 2025-12-06T10:42Z XXX followers, XXX engagements

"Analysis suggests Apple may have Intel manufacture some iPhone chips starting in 2028 GF Securities analyst Jeff Pu stated that Apple is expected to collaborate with Intel with Intel manufacturing some non-Pro version iPhone chips starting in 2028 using Intel's future 14A pr"
X Link @ZaihuaNewsEN 2025-12-06T05:03Z XXX followers, XX engagements

"$AAPL $INTC Analyst Says Apple May Expand Intel Partnership to Future iPhone Chips - Macrumors Apple may tap Intel to manufacture some non-pro iPhone chips starting in 2028 according to GF Securities analyst Jeff Pu who said he and colleagues now expect Intel to reach a supply deal using the chipmakers planned 14A process. Intels role would be limited to fabrication with Apple continuing chip design as TSMC remains the primary supplier. The potential A22 chips could debut in models like the iPhone XX. Analyst Ming-Chi Kuo previously projected Intel will begin shipping Apples lowest-end"
X Link @AIStockSavvy 2025-12-05T20:53Z 25.1K followers, 2676 engagements