Horacé

Senior UI/UX Designer from TW🇹🇼｜左腦帶有理性的思維，右腦飽囊積極的態度，喜歡跨領域的未知事物｜Love , New Media Arts & Society issues & Human-centered Design. Btw, I’m TECHholic.

[The Weeknd @theweeknd]

🎥 : https://t.co/aWkAEkOn6v

[Horacé @hooooorace]

黃仁勳其實就像是 AI 界的阿北。（對，我比喻的就是你想的那位）

和川普再怎麼麻吉，想被皇帝繼續罩？都沒有用了。

世界格局變了。不能再這樣玩「等邊三角形」的關係了。

[陶瑞 TaoRay @TaoRay]

我记得六月份在TikTok上就刷到了下面这个视频。当时评论区就有人从肢体语言上分析，黄太太全程看着黄仁勋，眼神里都是爱慕，而老黄全程回避老婆的目光，眼神里满是敷衍。。。社会心理学还是有点东西的。。。总之希望他们破镜重圆。

[Select Committee on China @ChinaSelect]

Chairman @RepMoolenaar released the following statement in the wake of Jensen Huang's resignation from @NVIDIA:

[郭明錤｜Ming-Chi Kuo @mingchikuo]

重點分析 Nvidia CEO 黃仁勳辭職：

1. 短期利空出盡：
對股市而言，短期內可能是一次性的利空出盡。黃仁勳目前已與 Nvidia 完全切割，接下來國會傳喚黃仁勳及後續調查，對 Nvidia 股價的影響應該會較小。至於黃仁勳離職後的動向對 Nvidia 的影響，在調查結果出爐前，現在就下判斷仍言之過早。

2. Google TPU 為直觀下的最大受益者：
在 Nvidia 面臨接班不確定性下，Google TPU 可能有機會進一步取得客戶與供應鏈信任，其核心合作廠商聯發科與 Broadcom 或為短期市場焦點。

3. 接班影響最快自 2028 年浮現：
目前 CFO Colette Kress 擔任代理執行長。後續正式 CEO 交接與相應的組織改革，對 Nvidia 產品開發與競爭力的影響，預期最快可能自 2028 年開始浮現。

4. 產能預訂與規格升級為供應鏈研究焦點：
黃仁勳的產品策略對供應鏈有兩大激進影響：「產能預訂」與「規格升級」。未來需密切關注供應鏈在擴產與新技術開發方面有無變化，這是支撐 Nvidia 供應鏈高本益比的核心因素之一。

5. 中國需求與出口管制：
Nvidia 最終流向中國買家的 AI 晶片營收比重，可能高於過去對外的正式聲明。因此，有些投資人擔心，美國政府實施更嚴格的出口管制後，Nvidia 營收將顯著衰退。不過，中國終端需求並不會因出口管制而消失。即使出口管制加嚴，只要海外仍存在轉售管道，即使轉售價格高出數倍，中國買家仍有可能承擔溢價並輾轉取得 Nvidia 晶片／機櫃。

[Horacé @hooooorace]

@yangshaobo NY Times 這是什麼鳥報導啊，雖然他只是評論而已

[Horacé @hooooorace]

#NVDA 新聞稿：https://t.co/lIoUVun3gJ

[Horacé @hooooorace]

#最新消息
輝達 (NVIDIA) 創辦人、首席執行長黃仁勳宣布「自請離職」。由財務長「科萊特・克雷斯 (Colette Kress) 」擔任「臨時首席執行長 (Interim)」。

NVIDIA 目前美股開盤，盤前跌幅超過 10%。

新聞來源：Bloomberg, CNBC & The Wall Street Journal

[Horacé @hooooorace]

#motoEdge70 #PHOTOISM #PHOTOS

[Horacé @hooooorace]

好喜歡昨天秋天的暖陽。

#motoEdge70 #PHOTOISM #PHOTOS

[Emily Chang @emilychangtv]

Last month, I traveled to four countries in four days to cover Jensen Huang at the height of his power. He was the man at the center of the AI boom and seemed to be on top of the world. 

Then everything changed. 

Watch our new episode: The Rise and Reckoning of the Nvidia CEO 
https://t.co/MXL7KZ6OhZ

[郭明錤｜Ming-Chi Kuo @mingchikuo]

Jensen Huang matters to Nvidia because he can take technologies his engineers believe are possible and turn them into products the whole company commits resources to, takes risks on, and has to deliver. That's why the supply chain gets such strong order visibility and is willing to keep up with aggressive spec upgrades. It also forces competitors to follow, which drives technology upgrades and supply chain investment across the entire AI industry.

Between the two, deciding on aggressive spec upgrades and making them happen is the harder part, compared with giving the supply chain order visibility. Huang doesn't need to be the person at Nvidia who knows the most about new technologies like HVDC, CPO/NPO, or CCL/PTFE. His value is that he weighs strategy, organization, technology, and supply chain all at once, then makes the call quickly and puts resources behind it.

Based on what's public so far, it looks hard for Huang to come out of this unscathed. If so, the practical move may be to gradually reduce Nvidia's reliance on Huang's personal decision-making while preparing a succession plan. Along the way, two things are worth watching to gauge where AI technology and investment are heading: whether Nvidia can keep developing new products and technologies as efficiently as before, and how competitors respond. Supply chain research will be an important basis for that judgment.

[Horacé @hooooorace]

@IEObserve 剛看到的⋯⋯⋯⋯⋯
https://t.co/6HM5EtlP1C

[Horacé @hooooorace]

蛤？？？？？？？？？？？？

[Horacé @hooooorace]

他們這些影音平台不做的，等了好多年一點改進都沒有。
我來做。

首發功能：直播畫質升級成 2k/4k，影格補償升級最高 60fps。實測手機 + 電腦皆可用！

我真的，做出來了。（泣）

#Gooodies線上影音平台
#還我選台自由

[Horacé @hooooorace]

做出來了。（哭）

Gooodies 串流影音平台可以線上播放，全面支援 RWD 自適應設計 + 雲端加密。真的可以實現「自己的頻道，自己的影音，自己架！自己選！」了！！

#還我選台自由

[Horacé @hooooorace]

？？？？

[Horacé @hooooorace]

妻子的誘惑版本（在辦公室差點把綠茶吐出來のme

[Masil 🇰🇷 @sikiri0]

젠슨황 본처가 엔비디아 사무실 급습

[Horacé @hooooorace]

做出來了。（哭）

Gooodies 串流影音平台可以線上播放，全面支援 RWD 自適應設計 + 雲端加密。真的可以實現「自己的頻道，自己的影音，自己架！自己選！」了！！

#還我選台自由

[Horacé @hooooorace]

「真的被我做出來了！」

有 ChatGPT / Codex + Grok Bot / Cursor，還有 UI/UX 的底，真的把我夢想中的串流影音播放器產品做出來了⋯

可以一次管理所有影音平台，突破限制，Apple TV 播放器準備中。

[Horacé @hooooorace]

⋯⋯⋯⋯⋯⋯

[ThreatMon @MonThreat]

🚨 UNC6783 Claims 102GB Leak of Taiwan's National Institute of Cyber Security Documents

A threat actor operating under the alias UNC6783 has claimed responsibility for the theft and leak of 102GB of internal documents from the National Institute of Cyber Security (NICS) in Taiwan. According to a post on an underground forum, the actor alleges that the data covers the period from 2024 to 2025 and includes sensitive operational archives. The post includes a sample document titled "Cybersecurity Joint Defense Monitoring Monthly Report," which appears to be an internal intelligence bulletin distributed to government agencies.

The leaked sample document reveals detailed insights into Taiwan's government cybersecurity posture. It outlines threat trends, source IP analysis, and specific vulnerability alerts shared with public sector entities. Key details exposed in the document include:

* Analysis of threat sources by country and ISP within Taiwan.
* Specific vulnerability advisories for Fortinet FortiOS/FortiProxy (CVE-2024-55591) and Ivanti products.
* Indicators of Compromise (IoCs) for botnet attacks, phishing campaigns, and social engineering attempts targeting government agencies.
* Cross-analysis of security threats across different government business categories (e.g., Finance, Defense, Education).
* Internal blacklists and relay station threat statuses used by NICS for joint defense monitoring.

The National Institute of Cyber Security is a critical entity under Taiwan’s Ministry of Digital Development, responsible for coordinating cybersecurity efforts across all government agencies. The exposure of these monthly monitoring reports could potentially allow adversaries to map out defensive gaps, identify commonly exploited vulnerabilities in the Taiwanese government infrastructure, and understand the specific threat landscape being monitored by national defenders. If authentic, this leak compromises the integrity of the "TLP: GREEN" classified information intended solely for authorized government personnel and their contracted security vendors.

UNC6783 is a ransomware group that has been active in recent years, often targeting organizations in Asia and Europe. While the group has previously claimed attacks on various sectors, this alleged breach targets a high-value national security infrastructure provider. At the time of reporting, the alleged breach has not been independently verified by the National Institute of Cyber Security or other security researchers.

[Horacé @hooooorace]

@zhangmingran3 Yaaaap, 你要看到真實的台灣人在想什麼，直接去 Threads 吧 XD