# ![@mingchikuo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::267509471.png) @mingchikuo 郭明錤 (Ming-Chi Kuo)

郭明錤 (Ming-Chi Kuo) posts on X about apple, iphone, ai, future the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::267509471/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::267509471/c:line/m:interactions.svg)

- [--] Week [------] -76%
- [--] Month [---------] +236%
- [--] Months [---------] -88%
- [--] Year [----------] +291%

### Mentions: [--] [#](/creator/twitter::267509471/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::267509471/c:line/m:posts_active.svg)

- [--] Month [--] -32%
- [--] Months [--] -13%
- [--] Year [---] +5.90%

### Followers: [-------] [#](/creator/twitter::267509471/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::267509471/c:line/m:followers.svg)

- [--] Week [-------] +0.04%
- [--] Month [-------] +0.82%
- [--] Months [-------] +6.30%
- [--] Year [-------] +16%

### CreatorRank: [-------] [#](/creator/twitter::267509471/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::267509471/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[products](/list/products)  #2504 [technology brands](/list/technology-brands)  18% [stocks](/list/stocks)  15% [finance](/list/finance)  9% [countries](/list/countries)  5% [events](/list/events)  4% [celebrities](/list/celebrities)  3% [automotive brands](/list/automotive-brands)  2% [travel destinations](/list/travel-destinations)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[apple](/topic/apple) #936, [iphone](/topic/iphone) #1045, [ai](/topic/ai) 6%, [future](/topic/future) 5%, [macbook](/topic/macbook) 5%, [china](/topic/china) 4%, [samsung](/topic/samsung) 4%, [wwdc](/topic/wwdc) 4%, [products](/topic/products) 4%, [reduce](/topic/reduce) 4%

**Top accounts mentioned or mentioned by**
[@realdonaldtrumpposts114556874484491575](/creator/undefined) [@fransbakker9812](/creator/undefined) [@scroogecap](/creator/undefined) [@edodreaming](/creator/undefined) [@jayduh32](/creator/undefined) [@hamsarris6](/creator/undefined) [@zyl19911](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Astera Labs, Inc. (ALAB)](/topic/$alab) [QUALCOMM, Inc. (QCOM)](/topic/$qcom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"AI server assembler Wiwynns recent 4Q25 gross margin miss (7.2% vs. consensus estimates of 88.3%) has triggered a share price correction and reignited investor concerns. While rising component costs can mechanically dilute reported gross margins it is more critical to examine the underlying profitability trends in server assembly through the lens of structural changes in AI server design. Nvidia continues to increase the level of design integration in AI servers to boost token output per unit of space and power addressing the constraints of limited data-center space and scarce electricity"  
[X Link](https://x.com/mingchikuo/status/2010723871272661166)  2026-01-12T14:41Z 218K followers, 162.1K engagements


"TSMC announced [----] capex of US$5256bn at todays earnings call with strong Nvidia demand as the key driver. [--]. Ahead of the call sell-side analysts and media generally expected [----] capex of US$4552bn while the buy side was already at US$5356bn. [--]. TSMC is typically conservative on capex guidance so final [----] spending is very likely to beat buy-side pre-call expectations. [--]. Most customers negotiate for guaranteed capacity. Nvidia CEO Jensen Huang negotiates for land. In November last year he visited Tainan and told TSMC he was willing to pay to secure the reserved P10 and P11 land next to"  
[X Link](https://x.com/mingchikuo/status/2011803013846089892)  2026-01-15T14:09Z 218K followers, 343.3K engagements


"Recent market chatter suggests HP may raise its [----] notebook shipment outlook. My latest supply-chain surveys indicate this is not the case. HP has only verbally asked suppliers to extend lead times from about one month to six months while full-year shipment volume remains largely unchanged. Since theres no upfront payment suppliers are unlikely to truly build inventory at that levelthough some incremental stocking may occur creating the appearance of order growth. Two key takeaways: [--]. A notable increase in HP notebook shipments is unlikely with no meaningful improvement in memory supply or"  
[X Link](https://x.com/mingchikuo/status/2012039800317231607)  2026-01-16T05:50Z 218K followers, 38K engagements


"A few quick thoughts on Apple/iPhone memory price hikes: [--]. The 1Q26 LPDDR price hikes mentioned in the news are pretty close to what Ive heard. NAND flash increases however are a bit lower. [--]. iPhone memory pricing is now negotiated quarterly instead of every six months so expect another hike in 2Q26. Right now the 2Q26 QoQ increase looks similar to 1Q26. [--]. For most non-AI brands even if youre willing to pay up theres no guarantee youll get the supply. The fact that Apple can lock in a deal like this shows just how much leverage they have. [--]. Higher memory costs will hit iPhone gross"  
[X Link](https://x.com/mingchikuo/status/2016213691075862869)  2026-01-27T18:16Z 218K followers, 245K engagements


"2H23 New Apple Watch Ultra mechanical parts to adopt 3D printing technology; key suppliers including IPG Photonics Farsoon and BLT / 2H23Apple Watch Ultra3DIPG Photonics https://link.medium.com/iAkteT8HqBb https://link.medium.com/iAkteT8HqBb"  
[X Link](https://x.com/mingchikuo/status/1679867458122022912)  2023-07-14T14:56Z 217.9K followers, 86.2K engagements


"Eternal Materials First-Ever TSMC Advanced Packaging Order Exclusive MUF and LMC for [----] Apple Chips New CoWoS Beneficiary Eyeing Global High-Gross Margin LMC Market Worth OverNT$10B https://mingchikuo.craft.me/UeiC07s0qRrd1L https://mingchikuo.craft.me/UeiC07s0qRrd1L"  
[X Link](https://x.com/mingchikuo/status/1955279971007496514)  2025-08-12T14:47Z 217.9K followers, 51.3K engagements


"Apple (Q1 2026)  [--]. Apple supply constraint cost pressure [--]. Apple () [--]. AIAppleAIAIAI [--]. AppleAI/AppleAIAIApple/ [--]. AppleiPhoneDRAMNAND Flash2025%AppleAIQualcommAI [--]. AI2027-2028AI https://seekingalpha.com/article/4864181-apple-inc-aapl-q1-2026-earnings-call-transcript Apple/iPhone [--]. 1Q26 LPDDRNAND Flash [--]. iPhoneiPhone2Q262Q26QoQ1Q26 [--]. https://seekingalpha.com/article/4864181-apple-inc-aapl-q1-2026-earnings-call-transcript Apple/iPhone [--]. 1Q26 LPDDRNAND Flash [--]. iPhoneiPhone2Q262Q26QoQ1Q26 3"  
[X Link](https://x.com/mingchikuo/status/2019091343914701299)  2026-02-04T16:51Z 217.9K followers, 67.4K engagements


"I heard the same thing too. Apple Has Discussed Using Vision Pro for Mental Health Diagnosis Treatment That's why I said in my earlier post "By integrating Vision Pro with the Apple Watch I believe it can create an unparalleled and innovative health management experience" (read: Changes in heart rate (Heart Rate Variability or HRV) have been linked to several mental health conditions. Wearing the Apple Watch and Vision Pro together could potentially offer an innovative treatment for mental health conditions (e.g. depression anxiety). https://twitter.com/mingchikuo/status/1711797465392054580"  
[X Link](https://x.com/mingchikuo/status/1718528559592169781)  2023-10-29T07:21Z 217.9K followers, 183.3K engagements


"The iPhone shipment decline in China is higher than expected. Due to labor protests last November the Zhengzhou iPhone factory shipped about [--] million fewer iPhone [--] Pro & Pro Max units resulting in a lower revenue baseline for 4Q22. Nonetheless Apple predicted its 4Q23 revenue to be similar to 4Q22 suggesting that Apple's 4Q23 momentum is weaker than expected primarily due to a decline in iPhone demand in the Chinese market. Looking ahead to [----] the downward trend for the iPhone in China will continue indicating a structural change in the Chinese smartphone market due to Huawei's return."  
[X Link](https://x.com/mingchikuo/status/1720463307990335588)  2023-11-03T15:29Z 217.9K followers, 152.7K engagements


"2025AppleiPhone / Sunny Opticals [----] business momentum to benefit significantly from being a new CCM supplier for Apple & iPhoneorders return https://link.medium.com/lvGVTCNgiLb https://link.medium.com/lvGVTCNgiLb"  
[X Link](https://x.com/mingchikuo/status/1813395316713923058)  2024-07-17T02:08Z 217.9K followers, 51.7K engagements


"Wiwynns [----] Business Momentum May Exceed Expectations with Structural Growth Expected in [--------] https://link.medium.com/5ylZJsyh0Pb https://link.medium.com/5ylZJsyh0Pb"  
[X Link](https://x.com/mingchikuo/status/1877153464209354938)  2025-01-09T00:40Z 218K followers, 25.9K engagements


"For Elon Musk and Tesla this represents a valuable opportunity to gain real-world foundry experience at an exceptionally low cost something TSMC would never allow. It enables Tesla to enhance its chip design capabilities particularly in manufacturability while also gaining deeper manufacturing knowledge which will give them more leverage in future negotiations with foundries. In the long run Elon Musk's businesses will only demand more advanced chips so acquiring core manufacturing expertise becomes a strategic advantage. Teslas AI6 chip is currently scheduled for mass production in 2027"  
[X Link](https://x.com/mingchikuo/status/1949904234058830150)  2025-07-28T18:46Z 218K followers, 379.2K engagements


"Wistron a leading AI server assembler reported its FY25 financial results. Gross margin (GM) for FY25 and 4Q25 came in at 6.1% and 5.6% respectively both below street consensus of 6.5% and 6.8%. [--]. These results validate my earlier view on the structural impact of AI server design trends on assembler profitability. GM was also pressured by the product transition (GB200 NVL72 GB300 NVL72). [--]. [----] assembly GM positives to watch: 1) 200% YoY shipment growth for the GB NVL72 series in 1H26 where scale should be supportive; and 2) Mass production of new ASIC AI servers with higher assembly GM"  
[X Link](https://x.com/mingchikuo/status/2012845814167867884)  2026-01-18T11:13Z 218K followers, 70.3K engagements


"My latest supply-chain surveys indicate that Carl Zeiss SMT will significantly expand its EUV and higher-ASP immersion DUV optical system capacity by 20-25% YoY and 40-50% YoY respectively in [----] to meet robust demand from ASML. Coupled with stronger-than-expected shipment outlooks for [----] ASML's revenue is projected to reach 3840bn in [----] and 4547bn in [----] outperforming market consensus of 3436bn and 4143bn. Key drivers behind the upside vs. consensus are as follows: [--]. [----] Growth Drivers: ➢ EUV and DUV shipments are estimated at [--] and [---] units surpassing consensus of [----] and 310320"  
[X Link](https://x.com/mingchikuo/status/2016186898776261087)  2026-01-27T16:29Z 218K followers, 229.4K engagements


"Apples Q1 [----] earnings call provided a number of insights. Below are the key takeaways from a memory sector perspective: Earnings call transcript: [--]. Apple highlighted two major uncertainties in its hardware supply chain: advanced nodes and memory. The former is defined as a "supply constraint" while the latter is viewed as a "cost pressure." [--]. Apples comments aligns with my pre-earnings analysis (see quotation below): memory pricing has increased significantly with supply guaranteed. [--]. For AI memory investors Apples comments are relatively less relevant. In contrast non-AI memory"  
[X Link](https://x.com/mingchikuo/status/2019091355566510100)  2026-02-04T16:51Z 218K followers, 78.9K engagements


"1. Apple AR/MR4Q232024 (vs. 3Q23) [--]. 2023AppleAR/MR -- Forecast updates: [--]. Mass shipments of Apple's AR/MR headset device are now expected to begin in late 4Q23 or early [----] (vs. 3Q23 previously). [--]. Shipments in [----] are likely to be lower than the market consensus. However the focus for investors now is not on shipments but on whether the new product announcement will convince people that Apple's AR/MR headset device is the next star in consumer electronics"  
[X Link](https://x.com/mingchikuo/status/1665730263639527426)  2023-06-05T14:40Z 217.9K followers, 149.5K engagements


"AI (IC) (CPO) () () AI [--]. AIPCPC/PC/AI [--]. AIIC/CoWoSCPOPCB/CCL (PSU) [--]. AI/GPU3Q232H23202450% QoQ75% HoH230% YoYCSPAIAI == Only AI stocks in Taiwan stock market are still hitting new highs in the global stock market. Most of the AI stocks in the U.S. (services software IC design assembly and brand) China (modules CPO and assembly) Japan (TSMC upstream equipment and materials) and South Korea (memory) stock markets have recently started to correct. [--]. The AI server supply chain is highly overlapping with the PC supply chain. Taiwan is the center of PC/server R&D and manufacturing in the world."  
[X Link](https://x.com/mingchikuo/status/1683467180455886848)  2023-07-24T13:20Z 217.9K followers, 152.9K engagements


"iPhone [--] updates / iPhone15 https://link.medium.com/my6UAtAxGCb https://link.medium.com/my6UAtAxGCb"  
[X Link](https://x.com/mingchikuo/status/1696860674910220678)  2023-08-30T12:21Z 217.9K followers, 106.8K engagements


"AppleMacBook (M3) == It seems that Apple will not launch new MacBook models (equipped with M3 series processors) before the end of this year"  
[X Link](https://x.com/mingchikuo/status/1700193866178343036)  2023-09-08T17:06Z 217.9K followers, 248.3K engagements


"AppleiPhone 15CISCIS2023 == Huawei's comeback is actually a good thing for consumers. It can force Apple to step out of its comfort zone and innovate more aggressively. The two standard iPhone [--] models are the first smartphones to adopt stacked CIS. But if there is no US ban Huawei should be the first smartphone brand to adopt stacked CIS and it should be earlier than 2023"  
[X Link](https://x.com/mingchikuo/status/1700199745103474848)  2023-09-08T17:29Z 217.9K followers, 318K engagements


"iPhone [--] / Thoughts on the iPhone [--] first weekend pre-order https://link.medium.com/Ceb5qEFFaDb https://link.medium.com/Ceb5qEFFaDb"  
[X Link](https://x.com/mingchikuo/status/1703439355992477985)  2023-09-17T16:02Z 217.9K followers, 109.8K engagements


"iPhone [--] Pro Max20% / Largan is the savior of iPhone [--] Pro Max shipments; the unit price of tetraprism lens increases significantly by more than 20% https://link.medium.com/6eGAhzHncDb https://link.medium.com/6eGAhzHncDb"  
[X Link](https://x.com/mingchikuo/status/1703812905333149937)  2023-09-18T16:47Z 217.9K followers, 115.2K engagements


"The iPhone [--] Pro series overheating issues are unrelated to TSMCs advanced 3nm node / iPhone [--] Pro3nm https://link.medium.com/qoDsnGfCpDb https://link.medium.com/qoDsnGfCpDb"  
[X Link](https://x.com/mingchikuo/status/1706702459329282446)  2023-09-26T16:09Z 217.9K followers, 471.4K engagements


"The development of the Apple Car seems to have lost all visibility at the moment. If Apple doesn't adopt an acquisition strategy to enter the automotive market I doubt that the Apple Car can go into mass production within the next years. -- Apple CarAppleApple Car"  
[X Link](https://x.com/mingchikuo/status/1707091228528201754)  2023-09-27T17:53Z 217.9K followers, 258.3K engagements


"CCM2025AppleCCM / Sunny Optical has passed the bottom; prices of some of Sunny Opticals lenses and CCMs increase; it is expected to become Apples new CCM supplier after2025 https://link.medium.com/0TxffvKKNDb https://link.medium.com/0TxffvKKNDb"  
[X Link](https://x.com/mingchikuo/status/1711972486517256223)  2023-10-11T05:10Z 217.9K followers, 72.6K engagements


"I believe M3 series MacBook Pro will be Oct 30th media event's focus. I previously predicted a launch this year is unlikely due to limited 4Q23 shipments (less than 400-500k units in total). If new MBPs launch in Nov-Dec tight supply will last into 1Q24 unless demand weakens"  
[X Link](https://x.com/anyuser/status/1716871328794620072)  2023-10-24T17:36Z 217.9K followers, 669.3K engagements


"P702024 / Huaweis new P70 series will continue to drive the camera upgrade cycle for high-end smartphones in [----] with Largan and Sunny Optical emerging as key beneficiaries https://link.medium.com/hWbO0Eqj5Eb https://link.medium.com/hWbO0Eqj5Eb"  
[X Link](https://x.com/mingchikuo/status/1729343467502158074)  2023-11-28T03:36Z 217.9K followers, 79.4K engagements


"Vision Pro / What investors should look for in the Vision Pro pre-order andlaunch https://link.medium.com/4Lhm4uB4cGb https://link.medium.com/4Lhm4uB4cGb"  
[X Link](https://x.com/mingchikuo/status/1744575069589008525)  2024-01-09T04:21Z 217.9K followers, 268.1K engagements


"Apple will produce [-----] to [-----] units of Vision Pro for the February [--] release. Since the shipment is not large I believe that Vision Pro will sell out soon after the release. Although Apple has not clearly defined the product positioning and key applications of Vision Pro and the price is not cheap the user experience (e.g. giving users the illusion that they can control the user interface with their minds) created by the groundbreaking technology innovations along with the base of core fans and heavy users should make it easy to sell out after the release. -- AppleVision Pro6-8"  
[X Link](https://x.com/mingchikuo/status/1745518174169391275)  2024-01-11T18:48Z 217.9K followers, 244K engagements


"Apple is likely to release Vision Pro outside the U.S. market before WWDC [----] / AppleWWDC 2024Vision Pro https://link.medium.com/eRmexmIkpGb https://link.medium.com/eRmexmIkpGb"  
[X Link](https://x.com/mingchikuo/status/1747252083945074975)  2024-01-16T13:38Z 217.9K followers, 151.3K engagements


"2024 iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges / iPhone 202415% YoY https://link.medium.com/uswSuR2GMGb https://link.medium.com/uswSuR2GMGb"  
[X Link](https://x.com/mingchikuo/status/1752352417730166803)  2024-01-30T15:25Z 217.9K followers, 702.1K engagements


"Apple Micro LEDupdate: [--]. My latest survey indicates that Apple has canceled the Micro LED Apple Watch projects because Apple thinks that Micro LED cant add significant value to this product and the production costs are too high to make it economically viable. [--]. Apple has laid off many people from the Micro LED development team. Theres currently no visibility on any Micro LED-related projects. Its undoubtedly a major setback for Apple which hopes to own the next generation of display technology to make its products more competitive. [--]. Osram was Apples exclusive LED chip supplier for Micro"  
[X Link](https://x.com/mingchikuo/status/1763552745280426119)  2024-03-01T13:11Z 217.9K followers, 241.9K engagements


"Apple MicroLED [--]. AppleMicro LED Apple WatchAppleMicro LED [--]. AppleMicro LEDMicro LEDApple [--]. OsramAppleMicro LEDAppleMicro LEDAppleMicro LED"  
[X Link](https://x.com/anyuser/status/1763553063183470974)  2024-03-01T13:13Z 217.9K followers, 211.6K engagements


"AppleApple Car ()AppleApple Car -- There is a lot of discussion about Apple canceling the development of the Apple Car. It seems like a big deal but no stock in the world has gone up or down as a result (please remind me if it has thank you). Money is very honest meaning the stock markets have long since stopped caring whether Apple wants to make the Apple Car"  
[X Link](https://x.com/mingchikuo/status/1763565627900584398)  2024-03-01T14:03Z 217.9K followers, 122.2K engagements


"2024iPhone2.2-2.252AppleAINvidiaApple [----] iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges / iPhone 202415% YoY https://t.co/MKL4B67IvY [----] iPhone shipments likely to decline significantly by about 15% YoY due to structural challenges / iPhone 202415% YoY https://t.co/MKL4B67IvY"  
[X Link](https://x.com/anyuser/status/1765051682982109647)  2024-03-05T16:28Z 217.9K followers, 636.5K engagements


"2025 [----] iPhone iPad20.3"2027MacBook -- Recently I've received many inquiries about whether Apple plans to mass-produce the foldable iPhone or iPad in [----] or [----]. My latest survey indicates that currently Apple's only foldable product with a clear development schedule is the 20.3-inch MacBook expected to enter mass production in 2027"  
[X Link](https://x.com/mingchikuo/status/1765563986089783322)  2024-03-07T02:23Z 217.9K followers, 220.9K engagements


"I'm curious whether Elon Musk still thinks there are security issues with Apple integrating LLMs from other companies if Apple devices can also support Grok"  
[X Link](https://x.com/mingchikuo/status/1800378916236112045)  2024-06-11T04:05Z 217.9K followers, 93K engagements


"Qualcomm will likely be the sole SoC supplier for the Samsung Galaxy S25 (vs. 40% for the S24) as the Exynos [----] may not ship due to Samsung's lower-than-expected 3nm yield. In addition to the significant increase in supply share Qualcomm's Snapdragon [--] Gen [--] will see a price increase of 25-30% so that Qualcomm will benefit significantly from the increased share of S25 orders. As TSMC is the exclusive supplier of Qualcomm Snapdragon [--] Gen [--] (using the N3E) TSMC is also expected to benefit significantly from the increase in Qualcomm orders"  
[X Link](https://x.com/mingchikuo/status/1802737528874955169)  2024-06-17T16:18Z 217.9K followers, 291K engagements


"From my observations and personal experience many people buy the Vision Pro and stop using it after just a few tries. If this is a common user case simply creating a downgraded version with a more affordable price won't solve the problem. -- () Vision Pro"  
[X Link](https://x.com/mingchikuo/status/1803306342339453374)  2024-06-19T05:58Z 217.9K followers, 156.1K engagements


"Apple is accelerating its move away from reliance on Qualcomm. In [----] two new iPhone models will ditch Qualcomm's 5G chips and adopt Apple's in-house 5G chips: the iPhone SE4 (1Q25) and the http://x.com/i/article/1816114908985188352 http://x.com/i/article/1816114908985188352"  
[X Link](https://x.com/mingchikuo/status/1816132182039232624)  2024-07-24T15:23Z 217.9K followers, 203K engagements


"My latest supply chain survey indicates that Apple's in-house 5G chip shipments will grow rapidly and replace Qualcomm's 5G chips. It's estimated that Apple's in-house 5G chip shipments will reach 35-40 million units in [----] 90-110 million in [----] and 160-180 million in [----]. This trend will significantly impact Qualcomm's 5G chip shipments and licensing sales. -- Apple5GQualcomm5GApple5G2025202620273500-40009000-1.11.6-1.8Qualcomm5G https://t.co/HHQr6EZL12 https://t.co/HHQr6EZL12"  
[X Link](https://x.com/mingchikuo/status/1832075299460399578)  2024-09-06T15:16Z 217.9K followers, 253.9K engagements


"iPhone [--] first weekend pre-order analysis: estimated total sales of about [--] million units; Pro series demand lower than expected https://link.medium.com/nsSg4ny8UMb https://link.medium.com/nsSg4ny8UMb"  
[X Link](https://x.com/anyuser/status/1835419245947302018)  2024-09-15T20:43Z 217.9K followers, 320.1K engagements


"Apple employees can already purchase the iPhone [--] with their employee discount. Typically employees have had to wait several weeks after the release of new iPhone models before being able to buy. This could be another sign that the early demand for the iPhone [--] is below expectations"  
[X Link](https://x.com/mingchikuo/status/1836445270902808958)  2024-09-18T16:40Z 217.9K followers, 356.9K engagements


"AppleiPhone 16iPhoneiPhone 16"  
[X Link](https://x.com/mingchikuo/status/1836445453610816002)  2024-09-18T16:41Z 217.9K followers, 117.3K engagements


"The processors for [----] iPhone [--] models will be made by TSMC's N3P process/3-nanometer technology. The processor for [----] iPhone [--] models is anticipated to use TSMC's 2-nanometer technology. However due to cost concerns not all new iPhone [--] models may be equipped with a 2-nanometer processor"  
[X Link](https://x.com/mingchikuo/status/1836674446763208925)  2024-09-19T07:51Z 217.9K followers, 197.9K engagements


"2025iPhone 17N3P/32026iPhone 182iPhone 182"  
[X Link](https://x.com/mingchikuo/status/1836674506192236794)  2024-09-19T07:51Z 217.9K followers, 221.3K engagements


"Broadcom currently supplies over [---] million Wi-Fi+BT chips (hereafter referred to as Wi-Fi chips) per year to Apple. However Apple will rapidly reduce its reliance on Broadcom. With new products in 2H25 (e.g. iPhone 17) Apple plans to use its own Wi-Fi chips which will be made by TSMC's N7 process and support the latest Wi-Fi [--] spec. Apple expects to move nearly all products to in-house Wi-Fi chips within about three years. This move will reduce costs and enhance Apple's ecosystem integration advantages"  
[X Link](https://x.com/mingchikuo/status/1851983650965053494)  2024-10-31T13:44Z 217.9K followers, 253.4K engagements


"As I understand it production of the cheaper Vision Pro has been delayed beyond [----] for a while now. This means Apple's only new head-mounted display device in [----] will be the Vision Pro with an upgraded M5 processor. I think what really drove Apple to delay the cheaper Vision Pro is that simply reducing the price wouldn't help create successful use cases. It's similar to the HomePod situationeven after launching the cheaper HomePod mini Apple's smart speakers failed to become mainstream products"  
[X Link](https://x.com/mingchikuo/status/1853045198416490806)  2024-11-03T12:02Z 217.9K followers, 272.5K engagements


"Sunny Optical to Benefit Significantly from Apples Optical Order Growth and Spec Upgrades Over Next TwoYears https://link.medium.com/wwPiDZUHlOb https://link.medium.com/wwPiDZUHlOb"  
[X Link](https://x.com/mingchikuo/status/1854757016822333587)  2024-11-08T05:25Z 217.9K followers, 29.7K engagements


"BE Semiconductor Poised to Benefit from iPhone [--] Pro Variable Aperture Apple PCC/High-End M5 Chips SoIC Advanced Packaging Significant Growth Earlier-than-Expected HBM Hybrid Bonding Adoption and Nvidia Networking Equipments adoption ofCPO https://link.medium.com/6Rh6p98VyPb https://link.medium.com/6Rh6p98VyPb"  
[X Link](https://x.com/mingchikuo/status/1871182519279988811)  2024-12-23T13:14Z 217.9K followers, 316.4K engagements


"Apple M5 series chip [--]. The M5 series chips will adopt TSMCs advanced N3P node which entered the prototype phase a few months ago. M5 M5 Pro/Max and M5 Ultra mass production is expected in 1H25 2H25 and [----] respectively. [--]. The M5 Pro Max and Ultra will utilize server-grade SoIC packaging. Apple will use 2.5D packaging called SoIC-mH (molding horizontal) to improve production yields and thermal performance featuring separate CPU and GPU designs. [--]. Apples PCC infrastructure build-out will accelerate after the mass production of the high-end M5 chips better suited for AI inferencing. BE"  
[X Link](https://x.com/mingchikuo/status/1871185666362745227)  2024-12-23T13:26Z 217.9K followers, 390.9K engagements


"2H25 iPhone [--] I expect the Dynamic Island size to remain largely unchanged across the 2H25 iPhone [--] series"  
[X Link](https://x.com/mingchikuo/status/1882836782217310496)  2025-01-24T17:04Z 217.9K followers, 94.7K engagements


"Apple is exploring both humanoid and non-humanoid robots for its future smart home ecosystem and these products are still in the early proof-of-concept (POC) stage internally. While the industry debates the merits of humanoid vs. non-humanoid designs supply chain checks indicate Apple cares more about how users build perception with robots than their physical appearance (so Apple uses anthropomorphic instead of humanoid) implying sensing hardware and software serve as the core technologies. The timeline from POC to formal kick-off varies. Given current progress and typical development cycles"  
[X Link](https://x.com/mingchikuo/status/1889694419907125342)  2025-02-12T15:13Z 217.9K followers, 299.4K engagements


"https://mingchikuo.craft.me/30QOncPF581oXY https://mingchikuo.craft.me/30QOncPF581oXY"  
[X Link](https://x.com/anyuser/status/1896806168426864781)  2025-03-04T06:13Z 217.9K followers, 198.7K engagements


"With 85-90% of Apple's hardware assembly based in China and the rest in India and Vietnam the Trump administration's new tariff policiesimposing 54% 26% and 46% respectivelywill significantly raise costs for hardware exports to the US. If Apple keeps prices unchanged its overall gross margin could significantly drop by an estimated 8.5-9%. By [----] at least 15% of global iPhone production is expected to shift to India (up from 10-12% in 2024). Given Chinas unlikely concessions to the Trump administration for tariff exemptions Apple could reduce the gross margin hit to 5.5-6% without raising"  
[X Link](https://x.com/mingchikuo/status/1907775228069163351)  2025-04-03T12:40Z 217.9K followers, 97.1K engagements


"AppleApple5000 [--]. Apple [--]. Apple [--]. AppleApple"  
[X Link](https://x.com/mingchikuo/status/1909114528790683979)  2025-04-07T05:22Z 217.9K followers, 135.7K engagements


"iPhone iPhone iPhoneiPhoneiPhoneiPhone iPhone 49125%iPhone125% iPhone49 iPhone20%49 (iPhone)20% 20%145%20%20%Apple30-40%20%Apple iPhoneiPhone"  
[X Link](https://x.com/mingchikuo/status/1911624364010725635)  2025-04-14T03:35Z 217.9K followers, 176.8K engagements


"1.5-2% () 53% (vs. 1Q2558.8%)  ()  https://t.co/732FjPptdg https://t.co/nC3viWoFIC  https://t.co/732FjPptdg https://t.co/nC3viWoFIC"  
[X Link](https://x.com/mingchikuo/status/1912894135243342198)  2025-04-17T15:41Z 217.9K followers, 132.5K engagements


"My industry research indicates the following regarding the new AI hardware device from Jony Ive's collaboration with OpenAI: [--]. Mass production is expected to start in [----]. [--]. Assembly and shipping will occur outside China to reduce geopolitical risks with Vietnam currently the likely assembly location. [--]. The current prototype is slightly larger than the AI Pin with a form factor as compact and elegant as an iPod Shuffle. The design and specifications may change before mass production. [--]. One of the intended use cases is wearing the device around the neck. [--]. It will have cameras and"  
[X Link](https://x.com/mingchikuo/status/1925543472993321066)  2025-05-22T13:25Z 217.9K followers, 376.8K engagements


"In terms of profitability it's way better for Apple to take the hit of a 25% tariff on iPhones sold in the US market than to move iPhone assembly lines back to US. https://truthsocial.com/@realDonaldTrump/posts/114556874484491575 https://truthsocial.com/@realDonaldTrump/posts/114556874484491575"  
[X Link](https://x.com/mingchikuo/status/1925904346450915799)  2025-05-23T13:19Z 217.9K followers, 195.3K engagements


"Elon MuskTesla ) ()know-howElon Musk Tesla AI62027Samsung2 (SF2) SF240-45%N270%Intel 18A50-55%Elon MuskSF2SF3GAASamsungSF2AI6 AI6TeslaAI6TeslaAIAI6Elon MuskTeslaknow-howSamsung AI6Elon Musk ()Samsung Samsungs giant new Texas fab will be dedicated to making Teslas next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5 which just finished design initially in Taiwan and then Arizona. Samsungs giant new Texas fab will be dedicated to making Teslas next-generation AI6 chip. The strategic importance of this is hard to"  
[X Link](https://x.com/anyuser/status/1949904218900578747)  2025-07-28T18:46Z 217.9K followers, 256.1K engagements


"NvidiaIntel [--] [--] NvidiaIntelAI PC NvidiaWindows on ARM Intel GPUCPUGPUPC [--]. x86 AI x86AIIntel x86Nvidia (AINVLinkCUDA) [--]. AIPCGPUx86 (1) 2030NvidiaIntel (2) AIAI (3) NvidiaIntel (AMDPCGPUx86Broadcom)NvidiaIntel"  
[X Link](https://x.com/anyuser/status/1968683306008068408)  2025-09-18T14:27Z 217.9K followers, 129.4K engagements


"OpenAI2H261 GWAMD MI450Nvidia [--]. AMD2026CoWoS [--]. [--] GWAMD MI4505CoWoS-LAMD2026CoWoS6-8 (80-90%MI400)1 GW MI450 [--]. AMDOpenAIHBMUALinkMI450 HBM4SamsungUALink2027MI500 (Astera Labs) [--]. Nvidia1 GWMI450NvidiaAMDNvidiaAIOpenAIAMDNvidia"  
[X Link](https://x.com/anyuser/status/1975233678403138018)  2025-10-06T16:16Z 217.9K followers, 106.6K engagements


"Nvidia BlackwellCoWoSBlackwell https://blogs.nvidia.com/blog/tsmc-blackwell-manufacturing/ https://blogs.nvidia.com/blog/tsmc-blackwell-manufacturing/"  
[X Link](https://x.com/anyuser/status/1979810983607746707)  2025-10-19T07:24Z 217.9K followers, 71.5K engagements


"iPhone Air1Q2680%2025Pro (miniPlusAir)"  
[X Link](https://x.com/anyuser/status/1981051577579557299)  2025-10-22T17:34Z 217.9K followers, 147.1K engagements


"AppleGoogleAI MM PodcastAppleGoogleAI (38:5045:20) [--]. AppleAI2AppleGoogle (1) WWDCAI (2) AIAIApple IntelligenceSiriAI [--]. AIAppleAIAppleAI [--]. TeslaFSDAITeslaFSDTesla [--]. AppleAI2H262027AppleAI2027 (1127) MAppleAI [--]. Gemini [--]  [--]. AppleAIiPhone [--]. AI https://t.co/ymnhfb2RBS https://t.co/iSrYOfctgq (1127) MAppleAI [--]. Gemini [--]  [--]. AppleAIiPhone [--]. AI https://t.co/ymnhfb2RBS https://t.co/iSrYOfctgq"  
[X Link](https://x.com/mingchikuo/status/2011054531682160891)  2026-01-13T12:35Z 217.9K followers, 95.7K engagements


"Some predictions for the coming new iPhone SE: [--]. Mass production in Mar'22. [--]. Estimated shipments of 25-30 mn units in [----]. [--]. Storage: 64/128/256GB. [--]. A15 & 5G support (mmW & Sub-6 GHz). [--]. Casing: white black and red. [--]. Similar form factor design to current SE"  
[X Link](https://x.com/mingchikuo/status/1499721483907907586)  2022-03-04T12:20Z 218K followers, [----] engagements


"Predictions for Apple's new desktop products: [--]. 2022: More powerful Mac mini and more affordable external display (27-inch without mini-LED). [--]. 2023: Mac Pro and iMac Pro"  
[X Link](https://x.com/mingchikuo/status/1500507564148400128)  2022-03-06T16:24Z 218K followers, [---] engagements


"Apple may release its next GaN charger in [----] which supports about 30W and has a new form factor design"  
[X Link](https://x.com/mingchikuo/status/1500859792369532928)  2022-03-07T15:43Z 218K followers, [---] engagements


"The Apple Car project team has been dissolved for some time. The reorganization within the next three to six months is necessary to achieve the goal of mass production by 2025"  
[X Link](https://x.com/mingchikuo/status/1503736699889000453)  2022-03-15T14:15Z 218K followers, [---] engagements


"(1/2) My latest survey indicates that 2H23 new iPhone will abandon Lightning port and switch to USB-C port. USB-C could improve iPhone's transfer and charging speed in hardware designs but the final spec details still depend on iOS support"  
[X Link](https://x.com/mingchikuo/status/1524329801045409794)  2022-05-11T10:05Z 218K followers, [----] engagements


"(2/2) It's expected to see existing USB-C-related suppliers of Apple's ecosystem (e.g. IC controller connector) become the market's focus in the next 1-2 years thanks to vast orders from iPhones and accessories' adoption of USB-C ports"  
[X Link](https://x.com/mingchikuo/status/1524329803280961540)  2022-05-11T10:05Z 218K followers, [---] engagements


"1. Portless iPhone may cause more problems due to current limitations of wireless technologies & the immature MagSafe ecosystem. [--]. Other Lightning port products (e.g. AirPods Magic Keyboard/Trackpad/Mouse MagSafe Battery) would also switch to USB-C in the foreseeable future. (1/2) My latest survey indicates that 2H23 new iPhone will abandon Lightning port and switch to USB-C port. USB-C could improve iPhone's transfer and charging speed in hardware designs but the final spec details still depend on iOS support. (1/2) My latest survey indicates that 2H23 new iPhone will abandon Lightning port"  
[X Link](https://x.com/mingchikuo/status/1525819252883988485)  2022-05-15T12:43Z 218K followers, [---] engagements


"Apple is testing E Ink's Electronic Paper Display (EPD) for future foldable device's cover screen & tablet-like applications. The color EPD has the potential to become a mainstream solution for foldable devices' must-have cover/second screen thanks to its excellent power-saving"  
[X Link](https://x.com/mingchikuo/status/1526421343813574656)  2022-05-17T04:36Z 218K followers, [---] engagements


"Apple would release a new version of HomePod in 4Q22-1Q23 and there may not be much innovation in hardware design. Smart speakers are undoubtedly one of the essential elements of the home ecosystem but I think Apple is still figuring out how to succeed in this market"  
[X Link](https://x.com/mingchikuo/status/1527678477830598657)  2022-05-20T15:51Z 218K followers, [---] engagements


"(1/2) It still takes some time before Apple AR/MR headset enters mass production so I don't think Apple will release AR/MR headset and rumored realityOS at WWDC this year. Apple's competitors worldwide can't wait to see the hardware spec and OS design for Apple's AR/MR headset"  
[X Link](https://x.com/mingchikuo/status/1531518877498490880)  2022-05-31T06:12Z 218K followers, [---] engagements


"(1/2) I believe Apple's AR/MR headset shipping date will postpone to 2Q23 (vs. 1Q23 of market consensus) because Shanghai lockdown interrupts the development. As expected there were no clues for AR/MR headset at WWDC [----]. Here is my prediction for Apple AR/MR headset schedule"  
[X Link](https://x.com/mingchikuo/status/1534063920084058113)  2022-06-07T06:45Z 218K followers, [---] engagements


"(1/4) Company Update Qualcomm (QCOM.O) My latest survey indicates that Apple's own iPhone 5G modem chip development may have failed so Qualcomm will remain exclusive supplier for 5G chips of 2H23 new iPhones with a 100% supply share (vs. company's previous estimate of 20%)"  
[X Link](https://x.com/mingchikuo/status/1541814293599252481)  2022-06-28T16:02Z 218K followers, [---] engagements


"(1/3) [--]. Qualcomm will likely be the sole processor supplier for Samsung Galaxy S23 (vs. 70% shipment proportion for S22) thanks to the next flagship 5G chip SM8550 made by TSMC 4nm"  
[X Link](https://x.com/mingchikuo/status/1545450771323695104)  2022-07-08T16:52Z 218K followers, [---] engagements


"My latest survey indicates Foxconn's iPhone production site in India will ship the new 6.1" iPhone [--] almost simultaneously with China for the first time in 2H22 (India being one quarter or more behind in the past)"  
[X Link](https://x.com/mingchikuo/status/1555428720126885888)  2022-08-05T05:41Z 218K followers, [----] engagements


"It implies that Apple is trying to reduce the geopolitical impacts on supply and sees the Indian market as the next key growth driver"  
[X Link](https://x.com/mingchikuo/status/1555428725818552320)  2022-08-05T05:41Z 218K followers, [---] engagements


"I predict Apple will launch USB-C-capable charging cases for all AirPods models in [----]. However the charging case of the new AirPods Pro [--] launched in 2H22 may still support Lightning"  
[X Link](https://x.com/mingchikuo/status/1556996472109150208)  2022-08-09T13:31Z 218K followers, [---] engagements


"New 14" and 16" MacBook Pro with new processors will enter mass production in 4Q22. Given TSMC's guidance that the 3nm will contribute revenue starting in 1H23 processors of 14" and 16" MacBook Pro models may still adopt the 5nm advanced node"  
[X Link](https://x.com/mingchikuo/status/1561741744248860673)  2022-08-22T15:47Z 218K followers, [---] engagements


"(1/5) Due to strong demand for the iPhone [--] Pro models my latest survey indicates that Apple has asked Hon Hai to switch the production lines of the iPhone [--] to the iPhone [--] Pro models which will help improve Apple's product mix/iPhone ASP in 4Q22"  
[X Link](https://x.com/mingchikuo/status/1571883138653257728)  2022-09-19T15:25Z 218K followers, [---] engagements


"(1/6) My latest survey indicates that the volume button and power button of two high-end iPhone 15/2H23 new iPhone models may adopt a solid-state button design (similar to the home button design of iPhone 7/8/SE2 & 3) to replace the physical/mechanical button design"  
[X Link](https://x.com/mingchikuo/status/1585852274680950784)  2022-10-28T04:33Z 218K followers, [----] engagements


"Update Qualcomm is the biggest winner of Apples cancelation of [----] iPhone SE [--] / QualcommApple2024 iPhone SE [--] https://bit.ly/3Glo8Hy https://bit.ly/3Glo8Hy"  
[X Link](https://x.com/mingchikuo/status/1611405569142951936)  2023-01-06T16:53Z 218K followers, 572.6K engagements


"(1/10) Update Apple has restarted the iPhone SE [--] and will adopt an in-house 5G baseband chip. The significant decline in Qualcomm's Apple orders in the foreseeable future is a foregone conclusion. Update Qualcomm is the biggest winner of Apples cancelation of [----] iPhone SE [--] / QualcommApple2024 iPhone SE [--] https://t.co/5gSCGT7dAK Update Qualcomm is the biggest winner of Apples cancelation of [----] iPhone SE [--] / QualcommApple2024 iPhone SE [--] https://t.co/5gSCGT7dAK"  
[X Link](https://x.com/mingchikuo/status/1630241484443377666)  2023-02-27T16:20Z 218K followers, 692.5K engagements


"Because Apple isn't very optimistic about the AR/MR headset announcement recreating the astounding "iPhone moment" the mass production schedule for assembly has been pushed back by another 1-2 months to mid-to-late 3Q23. The delay also adds uncertainty to whether the new device will appear at WWDC [----] as the market widely expects. Furthermore due to the delay in mass production for assembly the shipment forecast this year is only [------] to [------] units lower than the market consensus of [------] units or more. The main concerns for Apple not being very optimistic regarding the market feedback"  
[X Link](https://x.com/mingchikuo/status/1641406406107758598)  2023-03-30T11:45Z 218K followers, 412.7K engagements


"AppleVision Pro [--]. Vision ProAppleWi-FiUWB [--]. iPhone 15UWB16nm7nm [--]. iPhone 16Wi-Fi 7Apple -- Apple will aggressively upgrade hardware specifications to build a more competitive ecosystem for Vision Pro [--]. The ecosystem is one of the key success factors for Vision Pro including the integration with other Apple hardware products and related main hardware specifications are Wi-Fi and UWB. [--]. iPhone [--] will likely see an specification upgrade of UWB with the production process moving from 16nm to more advanced 7nm allowing for improved performance or reduced power consumption for nearby"  
[X Link](https://x.com/mingchikuo/status/1670619672096686080)  2023-06-19T02:29Z 218K followers, 553.5K engagements


"Apple3nm (finished goods buy) (wafer buy) AppleAppleAppleiPhoneA17 == Recent media reports that TSMC is not asking Apple to pay for the cost of defective 3nm chips are different from my understanding. There are two ways that customers buy chips from TSMC: finished goods buy and wafer buy. The vast majority of deals are wafer-buy because TSMC's yields are good enough to ignore the cost of defective chips. But Apple is a special case. Apple has always asked TSMC to provide the world's latest advanced node production services. Because the latest advanced node has many defective chips in the"  
[X Link](https://x.com/mingchikuo/status/1689332407999270912)  2023-08-09T17:46Z 218K followers, 128.6K engagements


"iPad -- New iPad models are unlikely before the year's end"  
[X Link](https://x.com/mingchikuo/status/1701564781696807357)  2023-09-12T11:53Z 218K followers, 204.7K engagements


"Apples 4Q23 iPhone revenue and profit will likely be better than expected and easily achieve YoY growth based on early iPhone [--] sales results survey/ iPhone [--] Apple 4Q23iPhoneYoY https://link.medium.com/3A3UIFZXiDb https://link.medium.com/3A3UIFZXiDb"  
[X Link](https://x.com/mingchikuo/status/1705250950771007860)  2023-09-22T16:01Z 218K followers, 147K engagements


"2025iPhoneiPhone [--] Pro Max [--]. 12GB DRAM (iPhoneiPhone 17iPhone [--] ProSE48GB)AIiPhone [--] Pro Max [--]. VC (vapor chamber) 2025iPhone Pro Max40%ApplePro Max (Pro)"  
[X Link](https://x.com/mingchikuo/status/1828958588255252744)  2024-08-29T00:51Z 218K followers, 181.6K engagements


"Nvidia BlackwellCoWoS-S https://mingchikuo.craft.me/2Cw8sO53ql7mc8 https://mingchikuo.craft.me/2Cw8sO53ql7mc8"  
[X Link](https://x.com/anyuser/status/1879368462440763442)  2025-01-15T03:22Z 218K followers, 126.9K engagements


"2H26iPhone (iPhone 18) [--] 2nm360-70% 2025iPhone 17N3P/32026iPhone 182iPhone [---] 2025iPhone 17N3P/32026iPhone 182iPhone 182"  
[X Link](https://x.com/mingchikuo/status/1903469684193698197)  2025-03-22T15:31Z 218K followers, 156.6K engagements


"Apple (85-90%)Trump 54%26%46%)Apple8.5-9% 2025iPhone15% (vs. 202410-12%)TrumpApple5.5-6% AppleiPhone30%Apple1-3% [--]. Apple [--]. AppleAppleiPhone65-70%AppleAppleTrade In [--]. AppleApple [--]. 1-3Apple40%40% [--]. TrumpApple"  
[X Link](https://x.com/mingchikuo/status/1907775214353776718)  2025-04-03T12:40Z 218K followers, 106K engagements


"iPhone [--] Series First-Weekend Preorder Takeaways: [--]. Conclusion: First-weekend preorder demand for the iPhone [--] lineup outpaced last years iPhone [--]. [--]. For the Pro Max Pro and standard models planned 3Q25 production is about 25% higher YoY while estimated delivery lead times are only [--] week longer suggesting stronger combined preorder demand across these three models. [--]. The iPhone Air is available in stock at launch which on the surface looks softer than the iPhone [--] Plus last year (2 weeks delivery time). However the Airs 3Q25 build plan is roughly 3x (+200% YoY) that of the [--] Plus in"  
[X Link](https://x.com/mingchikuo/status/1967508279829152109)  2025-09-15T08:38Z 218K followers, 261.9K engagements


"Briefly looking back at the predictions I made on specs and details for Apples new productsfrom several months to a little over a year agothe vast majority have proven to be accurate or very close. [--]. iPhone Air Most of my calls were spot-on or very close including design goals resolution thickness eSIM-only support and frame material. (8 and [--] months ago): [--]. Apple Watch (2025) Beyond the routine model refreshes I said the [----] lineup would include an Ultra [--] and an updated SE (12 months ago): [--]. iPhone [--] Dynamic Island Even with some market rumors that the camera's adoption of metalens"  
[X Link](https://x.com/mingchikuo/status/1968249331137560962)  2025-09-17T09:43Z 218K followers, 87.9K engagements


"MacBook models will feature a touch panel for the first time further blurring the line with the iPad. This shift appears to reflect Apples long-term observation of iPad user behavior indicating that in certain scenarios touch controls can enhance both productivity and the overall user experience. [--]. The OLED MacBook Pro expected to enter mass production by late [----] will incorporate a touch panel using on-cell touch technology. [--]. The more affordable MacBook model powered by an iPhone processor slated for mass production in 4Q25 will not support a touch panel. Specifications for its"  
[X Link](https://x.com/mingchikuo/status/1968249865940709538)  2025-09-17T09:45Z 218K followers, 582.3K engagements


"iPhone Air demand has fallen short of expectations leading the supply chain to begin scaling back both shipments and production capacity. Most suppliers are expected to reduce capacity by more than 80% by 1Q26 while some components with longer lead times are expected to be discontinued by the end of [----]. This indicates that the existing Pro series and standard models already cover the majority of high-end user demand well leaving little room to carve out new market segments and positioning as previous attempts with the mini Plus and now Air models have all failed to gain traction"  
[X Link](https://x.com/mingchikuo/status/1981051589000671742)  2025-10-22T17:34Z 218K followers, 214.5K engagements

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