@QQ_Timmy 駿HaYaO

駿HaYaO posts on X about ai, dram, $googl, target the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

[--] Week [-------] +254%
[--] Month [-------] +467%
[--] Months [---------] +1,065%
[--] Year [---------] +3,827%

Mentions: [--] #

[--] Week [---] +143%
[--] Month [---] +143%
[--] Months [---] +863%
[--] Year [---] +483%

Followers: [-------] #

[--] Week [------] +1.60%
[--] Month [------] +7.40%
[--] Months [------] +60%
[--] Year [------] +167%

CreatorRank: [-------] #

Social Influence

Social category influence stocks #1895 technology brands 16.28% finance 6.05% currencies #2987 countries 3.72% social networks 2.33% products 1.86% fashion brands 1.4% financial services 0.93% travel destinations 0.47%

Social topic influence ai #1845, dram #45, $googl #3595, target 4.65%, strong 2.33%, increase in 2.33%, taiwan 1.86%, investment 1.86%, major 1.86%, media 1.86%

Top accounts mentioned or mentioned by @dawe0000 @siemensenergy @statementdogpostdlsahxmba7s @hhuang @mrve92351777 @baldapeex @ynzchn1545156 @yinjiezhao @iverson3 @stocksailer @xiaob123 @yoyo95279527 @tom16937555 @mtfkletsgo77777 @masonismyname @ytlzzz @kyomine2022 @sahaibihari

Top assets mentioned Alphabet Inc Class A (GOOGL) Applied Materials, Inc. (AMAT) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Microchip Technology Inc. (MCHP) TotalEnergies SE (TTE)

Top Social Posts

Top posts by engagements in the last [--] hours

"( Intel ) AI [--] SiP [--] HBM4 I/O 18A RibbonFET PowerVia EMIB-T 2.5D UCIe [--] GT/s C-HBM4E Foveros 3D Foveros Direct AI PowerVia Omni MIM eDTC / eMIM-T CoaxMIL IVR AI [--] + [--] HBM5 AI HPC Jaguar Shores AI 2027"
X Link 2026-01-31T06:37Z 18.4K followers, 22.9K engagements

"( [----] )Murata Manufacturing Co. Ltd.2025320251012 [--] [----] 4.3% [---] [---] Resonant [----] Resonant [----] [--] [----] [----] AI ----- 4.Resonant [----] [--] [---] Resonant XBAR XBAR [----] [----] 5G [---] XBAR XBAR Wi-Fi [--] 6G AI XBAR ----- [--]. - () (%)+12.2% AI - EMI (/) (%)+9.5% - () (%)-15.4% - (/) (%)+12.4% - () (%)+10.3% (/) 26.5% AI (/) 6.3% xEV 4.5% ----- [--]. [----] (20262) [--]. [---] [---] /USDAI [--]. [---] [----] 5% 5G 66% [----] 2%xEV 43% AI 13.1% https://twitter.com/i/web/status/2018291230522876296 https://twitter.com/i/web/status/2018291230522876296"
X Link 2026-02-02T11:51Z 18.3K followers, [----] engagements

"https://finance.technews.tw/2026/02/12/innolux-20260211/ https://finance.technews.tw/2026/02/12/innolux-20260211/"
X Link 2026-02-12T02:32Z 18.4K followers, [----] engagements

"https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html"
X Link 2026-02-12T11:49Z 18.4K followers, [----] engagements

"https://www.ctee.com.tw/news/20260212700051-439901 https://www.ctee.com.tw/news/20260212700051-439901"
X Link 2026-02-12T12:22Z 18.4K followers, [----] engagements

"$AMAT [----] [----] 2% GAAP [----] [----] - DRAM - - [----] - [----] - [----] - EPIC - 2nm GAA - [----] - [----] [----] AI Gary Dickerson Brice Hill $AMAT : Revenue: $7.01B ( 2% YoY) GAAP EPS: $2.54 Adjusted EPS: $2.38 👉 : ➤ achieved https://t.co/yh6Xw5PWTK $AMAT : Revenue: $7.01B ( 2% YoY) GAAP EPS: $2.54 Adjusted EPS: $2.38 👉 : ➤ achieved https://t.co/yh6Xw5PWTK"
X Link 2026-02-13T01:38Z 18.4K followers, [----] engagements

"https://ustr.gov/about/policy-offices/press-office/fact-sheets/2026/february/fact-sheet-us-taiwan-agreement-reciprocal-trade https://ustr.gov/about/policy-offices/press-office/fact-sheets/2026/february/fact-sheet-us-taiwan-agreement-reciprocal-trade"
X Link 2026-02-13T04:24Z 18.4K followers, [----] engagements

"https://www.trendforce.com.tw/presscenter/news/20260213-12927.html https://www.trendforce.com.tw/presscenter/news/20260213-12927.html"
X Link 2026-02-13T10:07Z 18.4K followers, [----] engagements

"https://www.blocksandfiles.com/flash/2026/02/12/nor-flash-shortages-loom-amid-ai-datacenter-demand-surge/4091207 https://www.blocksandfiles.com/flash/2026/02/12/nor-flash-shortages-loom-amid-ai-datacenter-demand-surge/4091207"
X Link 2026-02-15T05:23Z 18.4K followers, [----] engagements

"Aspeed Technology SoCBMC IC AV AST2700AST2600 RAM BIC VGA DDR4 https://twitter.com/i/web/status/1966845861956289011 https://twitter.com/i/web/status/1966845861956289011"
X Link 2025-09-13T12:46Z 18.1K followers, [----] engagements

"NVIDIA PCB/CCL PCB: ISU Petasys WUS TTM Unimicron Victory CCL: Shengyi-Tech EMC Doosan Electronics BG PCB/CCL design by NVIDIA GPU https://t.co/Qo2RCIFhnf PCB/CCL design by NVIDIA GPU https://t.co/Qo2RCIFhnf"
X Link 2025-09-14T13:15Z 18.2K followers, 28.1K engagements

"Phison Electronics NAND NAND 2025"
X Link 2025-09-15T09:25Z 18K followers, [----] engagements

"Delta Electronics vs. Vertiv: Data Center Power & Cooling Showdown Overview: Delta Electronics (Taiwan) and Vertiv (US) are leading providers of critical power and cooling solutions for AI data centers. The total addressable market (TAM) for power and cooling is projected to grow at a 30% CAGR from [----] to [----] reaching $172.9 billion sufficient to support both players. Non-zero-sum game: The market's size allows both to thrive. Delta grows faster with diversified exposure; Vertiv is a purer data center play (80% of revenue) but with slightly lower growth. Key Opportunities & Trends: White"
X Link 2025-10-01T06:30Z 18.2K followers, [----] engagements

"Yaskawa Electric Acquires Tokyo Robotics a Startup Developing Humanoid Robots Yaskawa Electric announced on the 3rd that it has acquired Tokyo Robotics (Tokyo Bunkyo) a startup developing humanoid robots. The amount is undisclosed. Yaskawa Electric President Masahiro Ogawa expressed optimism at the earnings press conference held on the same day stating "Humanoid robots will generate business value in niche areas in 2-3 years. "Tokyo Robotics is a startup founded in [----] originating from Waseda University. It develops humanoid robots that move on wheels and perform various tasks with two arms."
X Link 2025-10-04T14:05Z 18K followers, 21.5K engagements

"Good Morning October [--] Foreign Media Summary - Memory Industry: US Firms Raise Estimates Again Raising Targets: [----] Nanya Technology [----] Winbond Electronics [----] Macronix [----] AP Memory Upgrading Rating and Target: [----] PSMC US investment banks have once again raised profit forecasts for their coverage universe while upgrading PSMC's rating to positive. The brokerage believes the market is overlooking the continued adoption of DDR4 in switches (both enterprise and datacenter segments). The brokerage notes that since memory has limited impact on switch performance the overall shift to DDR5"
X Link 2025-10-27T00:30Z 18.1K followers, [----] engagements

"IBIDEN CO. LTD. 4062202511AIIC202612AIIC202549 - 7.7% - 14.2% - 17.8% - 7.5% - 7.6% [----------] - PCBIC15.6%41.4%AIIC - DPF8.0%45.8% [----] - 13.7% - 28.1% - 9.8% - 8.8% [-----] AIIC - [-------------] - [-----------] https://twitter.com/i/web/status/1984866251894554845 https://twitter.com/i/web/status/1984866251894554845"
X Link 2025-11-02T06:12Z 18K followers, 26.8K engagements

"AI Memo https://www.alphamemo.ai/free-transcripts https://www.alphamemo.ai/free-transcripts"
X Link 2025-11-11T05:26Z 18.4K followers, 54.3K engagements

"Good Morning 11/18 Foreign Media Summary - Memory Industry: US Firms Raise Targets *Target Upgrades: Winbond PSMC Macronix US investment banks observe that the importance of DDR4 is still underestimated as eSSDs and certain HDDs also require DDR4 as cache memory. With DDR4 16Gb inventories at distribution channels nearly depleted brokers expect greater upside potential for contract prices and spot prices next year particularly in 1Q26. For NAND: Due to Samsung's production cuts on MLC NAND global capacity has decreased by over 20% with expectations for MLC NAND quotes to rise double-digits in"
X Link 2025-11-18T00:28Z 18.1K followers, [----] engagements

"Good Morning 12/5 Foreign Media Summary - PCB Industry Update: US broker raises targets:2383 Elite Material (EMC)6274 Taiwan Union Technology (TUC)3037 Unimicron ASIC: AWS Trainium 3: US broker checks show AWS Trainium [--] key PCB/CCL suppliers see sharp revenue jump from Mar [----]. CCL: EMC 70% TUC 30%. PCB: Mainly Gold Circuit Electronics (GCE) 70%. Google TPU: CCL: EMC M8 share rises to 30% (from 20%). PCB: GCE share from 0% this year to 30% next year. Meta: Volume smaller but highest spec (M8.5 CCL + 44-layer MLP 30%+ higher value per chip). EMC sole CCL supplier; GCE share rises from 30% to"
X Link 2025-12-05T00:54Z 18.2K followers, 26.8K engagements

"Good Morning 12/12 Foreign Media Summary - [----] Accton Technology Corporation: US Broker Raises Target In addition to strong demand for 800G a major US brokerage also sees potential opportunities for Accton to scale up switches with existing ASIC clients plus a new group of CSP clients expected to contribute an additional 10-15% to revenue next year. The brokerage has raised its EPS estimates for next year and the year after to $61.3/$70.2 based on a 26x PE valuation for next year and synchronously raised the target price. - [----] EMC: US Broker Reiterates Positive Outlook US brokerage"
X Link 2025-12-12T00:40Z 18.2K followers, [----] engagements

"YAGEO [--------] [--]. [----] [--]. [------] https://twitter.com/i/web/status/2006943900943159477 https://twitter.com/i/web/status/2006943900943159477"
X Link 2026-01-02T04:21Z 18.2K followers, 35.8K engagements

"Good Morning 1/9 Foreign Media Summary - [----] WinWay : US broker raises target US broker notes WinWays entry into SLT market for existing US AI GPU/ASIC clients expands TAM (4-5x FT). Strong MEMS probe card volume and higher dollar content. Forecasts revenue +66% YoY in [----] after +36% in [----] +30% in [----]. Raises 2025/2026 EPS to $91/$131 applies 34x PE on [----] raises target. - Optical Transceiver Outlook: US broker upgrades US broker sees 800G as mainstream for large data centers; 1.6T ramps significantly in [----] 3.2T starts in [----]. ASIC AI server growth boosts volume/quality as ASICs rely"
X Link 2026-01-09T00:48Z 18.3K followers, 10.8K engagements

"Marvell TechnologyNASDAQ: MRVL2026165.4XConn TechnologiesMarvellAIXConnPCIeCXLMarvellPCIeCXLMarvellUltra Accelerator LinkUALink AIUALinkPCIeI/OMarvellUALinkAI MarvellMatt MurphyMarvellAICelestial AIXConnGerry FanMarvellSerDesPCIe 5/6AI MarvellTAMPCIeCXLXConn20PCIe 5CXL 2.0PCIe 6CXL 3.1XConn2027GAAP20281 60%40%Marvell [---------] https://twitter.com/i/web/status/2009558787313872985 https://twitter.com/i/web/status/2009558787313872985"
X Link 2026-01-09T09:32Z 18.1K followers, [----] engagements

"Resonac [-------] Resonac Holdings Corporation Resonac CorporationResonacCopper Clad LaminatesPrepregs [--]. 30% [------] [--]. [--]. https://twitter.com/i/web/status/2012069396118978800 https://twitter.com/i/web/status/2012069396118978800"
X Link 2026-01-16T07:48Z 18.4K followers, [----] engagements

"Good Morning 1/26 Foreign Media Summary - ABF: Asian Brokers Raise Targets Both [----] Unimicron and [----] Nan Ya PCB reported December self-consolidated figures that exceeded expectations from Asian brokers. Looking ahead to this year T-glass supply is expected to remain tight while demand from AI and memory continues to stay strong. This is anticipated to drive ASP growth for ABF/BT substrates by +23% / +30% YoY this year. As a result brokers have simultaneously raised earnings forecasts for Unimicron Nan Ya PCB and Kinsus and upgraded their target prices accordingly. - [----] MediaTek: U.S."
X Link 2026-01-26T00:28Z 18.2K followers, [----] engagements

"Good Morning 1/28 Foreign Media Summary - [----] Powertech Technology : U.S. brokerage raises target price 4Q earnings report better than U.S. brokerage expectations. Looking ahead to this year revenue growth of 20% is easily achievable. 1Q expected to be better than typical seasonal weakness. The brokerage observes that amid tight industry supply and rapid AI production ramp-up Powertech's testing business is likely to capture spillover orders from peers. As for FOPLP the brokerage has not yet included it in estimates. Upward revision of this year's and next year's EPS to $13.1 / $17.7 valued"
X Link 2026-01-28T00:24Z 18.1K followers, [----] engagements

"Advantest AI Advantest6857.T2820263275023285 I/B/E/S2028772026AIAI SOC202685952540%CEO Douglas Lefever80%HPCAI2026 2025% Lefever20263 [--------------] [--------] [----------] https://twitter.com/i/web/status/2016559214328754334 https://twitter.com/i/web/status/2016559214328754334"
X Link 2026-01-28T17:09Z 18.1K followers, [----] engagements

"Kioxia Corporation285ASandisk CorporationNASDAQ: SNDK [------------------] AI3D3DAI20341231 11.65USD [-----] billion20262029 https://twitter.com/i/web/status/2017036782446268670 https://twitter.com/i/web/status/2017036782446268670"
X Link 2026-01-30T00:46Z 18.4K followers, [----] engagements

"ASMLLam KLA [----] ----- Richard Wallace - back penetration - - R.J.M. Dassen - 20%39080 - installed base businessupgrades - Timothy Archer - CSBGCustomer Support Business Group - The common theme between ASML Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck not their tools. Their service businesses will benefit in '26 in the absence of new capacity adds as customers try to squeeze existing equipment with https://t.co/8Zlvi8b17y The common theme between ASML Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck"
X Link 2026-02-01T15:04Z 18.1K followers, 13.2K engagements

") [---] Oracle Corp. [----] [---] [---] Oracle Cloud Infrastructure AMDMetaNVIDIAOpenAITikTokxAI [---] at-the-market https://twitter.com/i/web/status/2018118275834753479 https://twitter.com/i/web/status/2018118275834753479"
X Link 2026-02-02T00:24Z 18.2K followers, [----] engagements

"( SoftBank )SAIMEMORYIntel3 SAIMEMORY202412saisaiZ-Angle MemoryZAM AIGPUCPUHBMSKSAIMEMORYHBM SAIMEMORY2027202920278030RIKEN10 8891.4Intel9.9%IntelSAIMEMORYIntel IntelRapidusIBM [----] 🦏 ZAMZ-Angle Memory [--------] https://t.co/fQWWCj0Vji [----] 🦏 ZAMZ-Angle Memory [--------] https://t.co/fQWWCj0Vji"
X Link 2026-02-02T12:17Z 18.1K followers, 11K engagements

"Good Morning 2/3Foreign Media Summary - [----] AVC : Australian upgrades target price Australian brokerage based on the strong growth of ASICs (from Google AWS Meta etc.) starting in 2H26 has raised its forecast for AVC's liquid cooling revenue next year expecting liquid cooling to account for 20-25% of revenue next year. At the same time the brokerage believes the market is overly concerned about Nvidia's ASP & MCL and expects AVC's ASIC business to surpass Nvidia next year. In the near term it anticipates further improvement in 1Q26 revenue/gross margin with upward revisions to 25-27 year EPS"
X Link 2026-02-03T00:26Z 18.1K followers, [----] engagements

"SKAI NAND FlashNAND 3D NANDDRAMHBMLPDDR52026DRAMNANDDRAMLPDDR5SSDDDR5HBM NAND202611001200EB1015%30%AI20%1520% China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the 2nd half [----]. YMTC is developing hybrid bonding techniques for China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the"
X Link 2026-02-03T02:40Z 18.1K followers, 22.9K engagements

"SiTime Corp. Renesas Electronics Corp. [--] SiTime Renesas Renesas 6.7% Renesas SiTime Renesas SiTime MegaChips Corp. SiTime Renesas SiTime Bloomberg Renesas [----] Altium Ltd. https://twitter.com/i/web/status/2018615429464498250 https://twitter.com/i/web/status/2018615429464498250"
X Link 2026-02-03T09:19Z 18.1K followers, [----] engagements

"2/4 - DDR4 DDR4 foundry servicesGigaDevice DDR4 LPDDR4 1H26 DRAM - 3017: NVIDIA Rubin GPU GB200/300 [---] Rubin [---] cold plate AWS Trainium3 Google TPUASIC70/EPS$80/$98 - ABF ABF2H2610%21%42%T-glass2H282000-200230AI 1Q2635% 10% - [----] [--] [--] [--] # https://twitter.com/i/web/status/2018838384551375313 https://twitter.com/i/web/status/2018838384551375313"
X Link 2026-02-04T00:05Z 18.1K followers, [----] engagements

"Good Morning 2/4 Foreign Media Summary - Memory Industry: US Firms Reaffirm Positive View US major brokerages state that reports of DDR4 price slashing are incorrect. According to the brokerage ChangXin Memory Technologies (CXMT) has ceased production of any DDR4 products and now only provides foundry services to support GigaDevices DDR4 and LPDDR4 products. Moreover GigaDevices recent performance guidance indicates that the amount of DRAM procured from CXMT in 1H26 will increase year-over-year mainly driven by price increases. Therefore the brokerage reaffirms its positive stance on the"
X Link 2026-02-04T00:22Z 18.1K followers, [----] engagements

"AI Anthropic AINDA AISAPAnthropicAIDeepMindProject Genie AIAI"
X Link 2026-02-04T03:03Z 18.1K followers, [----] engagements

"https://api3.cls.cn/share/article/2279615sv=8.5.9& https://api3.cls.cn/share/article/2279615sv=8.5.9&"
X Link 2026-02-04T03:03Z 18.1K followers, [----] engagements

"DRAM [------] Jo He-rim DRAM5NAND23DRAM SK SK26DRAMHBM2021 EUV1b EUVDRAM1x1y1z201a1b1c10 EUVmulti-patterning1a1bEUV 2019ASMLEUVCXMT11DDR51aSK2021DDR5 CXMTDDR550%8090% 3D 3DstackingEUVSK 3DHBMTSV underfillEMCUnderfillEMC SK 8SKMacBookLPDDRLPDDR2 CPUIT IT SKCXMT This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM"
X Link 2026-02-04T08:34Z 18.1K followers, [----] engagements

"TSMC GaNRohm TSMC GaN 650V GaN [----] [--] [--] TSMC [----] [--] GaN TSMC Navitas Semiconductor TSMC Vanguard International Semiconductor VIS GlobalFoundriesGF TSMC 650V 80V GaN 650V TSMC [----] [--] VIS [----] [--] [--] EE Times Japan TSMC TSMC [--] VIS TSMC TSMC650V GaN TSMCGaNTSMCGaN NavitasTSMCGF https://t.co/QkfIjgz81Y TSMC650V GaN TSMCGaNTSMCGaN NavitasTSMCGF https://t.co/QkfIjgz81Y"
X Link 2026-02-04T08:58Z 18.4K followers, 17.9K engagements

"TXN.O75SLAB.O AINvidiaNVDA.OAMDAMD.OApple AAPL.OSpaceXFord Motor F.N 23169%51%3.5% 202127.5Skyworks Solutions 2.594.99 Goldman Sachs2027 4.5synergies"
X Link 2026-02-04T13:14Z 18.1K followers, [----] engagements

"https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/ https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/"
X Link 2026-02-04T13:14Z 18.1K followers, [----] engagements

"Siemens Energy [--] [---] AI [----] 20% [--] [----] Siemens Energy Christian Bruch AI [---] [---] - Taylor Rogers Doug Burgum Siemens Energy 12% [----] 🔥$1 BILLION investment in U.S. Energy Sector: @Siemens_Energy is restarting gas-turbine manufacturing turning natural gas into electricity to power U.S. data centers. "The U.S. is the hottest electricity market in the world." 🔥$1 BILLION investment in U.S. Energy Sector: @Siemens_Energy is restarting gas-turbine manufacturing turning natural gas into electricity to power U.S. data centers. "The U.S. is the hottest electricity market in the world.""
X Link 2026-02-04T17:28Z 18.1K followers, [----] engagements

"Good Morning 2/5 Foreign Media Summary - [----] MediaTek : US firm upgrades rating and raises target price During yesterday's earnings call management raised the [----] AI ASIC revenue guidance to exceed $1 billion. For next year (2026) it is expected to account for 20% of total revenue (note: some major US firms estimate the ASIC contribution at around 30% in 2026). The company also upwardly revised the longer-term TAM for AI ASICs to $70 billion. The latest estimates from the US brokerage project MediaTek's ASIC revenue contribution at $1.5 billion this year and $7 billion next year. Although"
X Link 2026-02-05T00:23Z 18.1K followers, [----] engagements

"Infineon Infineon Infineon [------] https://twitter.com/i/web/status/2019259818847154612 https://twitter.com/i/web/status/2019259818847154612"
X Link 2026-02-05T04:00Z 18.4K followers, 41.1K engagements

"Tower Semiconductor NVIDIA 1.6T AI Tower AI [----] [--] [--] Tower Semiconductor/TSEM AI NVIDIA 1.6T Tower Semiconductor AI AI Tower Semiconductor AI Tower Semiconductor Russell Ellwanger SiGe AI AI NVIDIA Gilad Shainer NVIDIA Tower Semiconductor AI AI Tower Semiconductor SiPho Tower AI https://twitter.com/i/web/status/2019444872605053340 https://twitter.com/i/web/status/2019444872605053340"
X Link 2026-02-05T16:15Z 18.2K followers, [----] engagements

"Good Morning 2/6 Foreign Media Summary - [----] ASE : US firm raises target price US major brokerage considers AI-related revenue expected to double (from US$1.6 billion last year to US$3.2 billion this year with 75% from packaging / 25% from testing). At the same time observing high utilization rates and price increases which are driving gross margin expansion. Separately expects iPhone shipments this year to be flat outperforming the Android camp. Raises [--------] EPS estimates to $14.6 / $21.9 valuing at 15x forward P/E for next year and raises target price accordingly. - CCL: US firm raises"
X Link 2026-02-06T00:38Z 18.1K followers, [----] engagements

"https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/ https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/"
X Link 2026-02-06T08:00Z 18K followers, [----] engagements

"https://news.siemens.com/en-us/siemens-acquires-canopus-ai/ https://news.siemens.com/en-us/siemens-acquires-canopus-ai/"
X Link 2026-02-06T08:12Z 18K followers, [----] engagements

"Microchip ( $MCHP )QDec26 - 202548%Decy/y growth8bookings/Dec26backlog - 4%15.6% $1.186B60.5%QMar - DecBook-to-Bill ratio1 - MicrocontrolleranalognetworkingDCFPGA - Dec65% - Lead times4-8 - substratessubcontractingadvanced foundry nodes - - Dec201Sep214 - - HBM Microchip QDec26 - Recovery story after bottoming in 1Q25 but still 48% below previous quarterly revenue peak; first y/y growth in QDec after [--] quarters of decline; bookings/inventory trends looking positive; backlog strength through Dec26 - Revenue up 4% q/q and 15.6% y/y to https://t.co/s44YpfD2fh Microchip QDec26 - Recovery story"
X Link 2026-02-06T12:23Z 18.1K followers, [----] engagements

"SemiAnalysis$MU NVIDIA Rubin HBM NVIDIA HBM NVIDIA HBM4 SK 70/30 SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"
X Link 2026-02-06T14:31Z 18.1K followers, 75.7K engagements

"Weibo DS CNIPA OpenAI AI IP Sweetpea AirPods Dime [--] HBM 2nm BOM [----] https://twitter.com/i/web/status/2019971062830969184 https://twitter.com/i/web/status/2019971062830969184"
X Link 2026-02-07T03:06Z 18.1K followers, [----] engagements

"ETF $IGV Call options22 [-----] $IGV -25%20254 20259ETF-33% $IGV S&P [--------] 1S&P-15%200810 Investors are betting on a rebound in US software stocks: Call options volume in the Tech-Software ETF $IGV spiked to a record [------] contracts on Wednesday. This is [--] TIMES higher than the previous high seen at the beginning of [----]. This comes as $IGV has declined -25% https://t.co/UkXH849lM1 Investors are betting on a rebound in US software stocks: Call options volume in the Tech-Software ETF $IGV spiked to a record [------] contracts on Wednesday. This is [--] TIMES higher than the previous high seen at"
X Link 2026-02-07T06:49Z 18.1K followers, [----] engagements

"TGVThrough Glass Vialow-DkRCCAGC xPU PCB + know-how AIHPC http://5201.JP #AGC is steadily expanding its role in advanced semiconductor packaging not just as a glass supplier but as a system-level materials and process partner. From glass core substrates (TGV) and glass interposers to low-Dk resins RCC copper-clad laminates and optical https://t.co/oE0KUZeDrB http://5201.JP #AGC is steadily expanding its role in advanced semiconductor packaging not just as a glass supplier but as a system-level materials and process partner. From glass core substrates (TGV) and glass interposers to low-Dk"
X Link 2026-02-07T10:32Z 18.2K followers, [----] engagements

"DRAMDDR5DDR4 DDR3 NAND Flash Wafer eMMC SSD TF https://twitter.com/i/web/status/2020302557411946828 https://twitter.com/i/web/status/2020302557411946828"
X Link 2026-02-08T01:03Z 18.1K followers, [----] engagements

"20261G.652.D35/40 AIG.654.E202511G.654.E317.8225 20252.562%AIG.652.D https://twitter.com/i/web/status/2020406312283300037 https://twitter.com/i/web/status/2020406312283300037"
X Link 2026-02-08T07:56Z 18.1K followers, [----] engagements

"2/9 - [----] ASIC 26-28EPS$31/$4520xPE - 3324: 1Q72%GB3005 - 2360: QTD48% - 3034: 4Q251Q26 0.5% ICSMDDIC #"
X Link 2026-02-09T00:04Z 18.1K followers, [----] engagements

"Good Morning 2/9 Foreign Media Summary - [----] Gold Circuit Electronics (GCE): US brokerage raises target price January revenue hits historical high. US brokerage believes that under strong ASIC momentum capacity expansion is accelerating. The brokerage has upwardly revised capex for [--------]. Product specifications continue to upgrade toward higher layer counts and more complex processes. The brokerage raises this year's and next year's EPS forecasts to $31 / $45. Valued at 20x PE on next year's earnings the target price is raised accordingly. - [----] AURAS: January revenue at new high US"
X Link 2026-02-09T00:16Z 18.1K followers, [----] engagements

"#20260209 # (C1) 64% (C3) 51% -26% (C3) 10% (C3) (C3) (C3) AI (C4) 7792AI. [---] (C4) 33K (A1) [----]. AI (A1) (A1) (A2) [--] Q15 (A3) 32026AIH. Ainos (A3) (A3) (A3) AI [--] (A3) AI (A3) AI (A4) AI. [---] AI (A5) 500AI. HBM4 (A6) [-------] (A8) (A8) (A9) (A12) . https://money.udn.com/money/story/5607/9317212 https://money.udn.com/money/story/5603/9317296 https://money.udn.com/money/story/5604/9317434 https://money.udn.com/money/story/5603/9317432 https://money.udn.com/money/story/5599/9317266 https://money.udn.com/money/story/10871/9317253 https://money.udn.com/money/story/5612/9317245"
X Link 2026-02-09T00:58Z 18.1K followers, [----] engagements

"202626IPO2011SiC3/4/6/8868 3767.89399743.16 28.85%4.03%20254101212SiC3%8%2mm2mm96% SiCIPO20251217.44812SiC"
X Link 2026-02-09T07:30Z 18.1K followers, [----] engagements

"STMicroelectronicsNYSE: STM202629AWSAI AWSAWSAWSAI ICAI AWSEDAAWS28.382480AWS STAWS AI https://t.co/7gXEOKl7wI STAWS AI https://t.co/7gXEOKl7wI"
X Link 2026-02-09T09:58Z 18.1K followers, [----] engagements

"TotalEnergies ( $TTE ) Google( $GOOGL ) 15PPA TotalEnergies [--] GW [--] [--] TWh Google Wichita805 MWp Mustang Creek195 MWp Johnson County [----] TotalEnergies PPA50% Clearway [---] GW PPA Google ERCOTPJM SPP https://twitter.com/i/web/status/2020831498321224127 https://twitter.com/i/web/status/2020831498321224127"
X Link 2026-02-09T12:05Z 18.4K followers, [----] engagements

"Intel 18A BSPDN Intel 18A Panther Lake Intel BSPDNBackside Power Delivery Network BSPDN Intel 18A PowerVia TSMC A16 TechInsights BSPDN [----] 18A Panther Lake BSPDN Intel 18A-P 14A https://twitter.com/i/web/status/2020852433141039279 https://twitter.com/i/web/status/2020852433141039279"
X Link 2026-02-09T13:29Z 18.1K followers, [----] engagements

"() -- Alphabet Inc. GOOGLAa2 / AA+BofA SecuritiesGoldman Sachs & Co. LLCJ.P. MorganBarclaysHSBCNatWest SEC362032111520411132 [---] GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN"
X Link 2026-02-09T17:22Z 18.2K followers, [----] engagements

"2/10 - 2345: 800G switch 3-412-11Q262Q2614%AWS Trn3)2H26scale-up / scale-out Broadcom / Nvidia switch 26-27EPS$72/$10021xPE - 3017: 34Q26ASICGPU46:44VR compute tray GB300 18% - 2308: side-car CDU800V DC - 0.8xPB2409EW 3481EW Pioneer # https://twitter.com/i/web/status/2021013154495594979 https://twitter.com/i/web/status/2021013154495594979"
X Link 2026-02-10T00:07Z 18.2K followers, [----] engagements

"Good Morning 2/10 Foreign Media Summary - [----] Accton : Australian broker raises target price An Australian brokerage notes that 800G switch shipments are arriving earlier than expected (pulled forward from the original March-April timeline to December-January). They expect 1Q26 revenue to outperform prior estimates and further forecast a 14% quarter-on-quarter revenue increase in 2Q26 (accompanied by initial shipments of AWS Trn3). In 2H26 there are still numerous networking projects such as scale-up / scale-out as well as Broadcom / Nvidia switches. They have upgraded 2026-2027 EPS"
X Link 2026-02-10T00:22Z 18.1K followers, [----] engagements

"#20260210 # [--] [---] (C1) 121% 18% (C1) [---] (C2) [--] (C2) [--] (C3) 116% (C3) [--] (C3) [--] (C3) (C4) 110% (C4) [---] 18.1% (C4) 151% 16% (C4) 170% [------] (A1) (A2) [--] (A3) GB300 (A3) 15% (A3) (A3) (A4) AI (A5) SK (A7) SpaceX (A7) AI (A8) 22% (A10) [----] (A10) (A10) https://money.udn.com/money/story/5612/9319730 https://money.udn.com/money/story/11162/9319723 https://money.udn.com/money/story/10871/9319722 https://money.udn.com/money/story/5603/9319676 https://money.udn.com/money/story/5599/9319716 https://money.udn.com/money/story/5599/9319726 https://money.udn.com/money/story/5612/9319760"
X Link 2026-02-10T00:55Z 18.1K followers, [----] engagements

"Microsoft OpenAI Fairwater AI CPU Google Earth 48MW CPU 295MW GPU CPU GPU 1:6 CPU GPU PB AI CPU / GPU RL RL CPU GPU CPU GPU AI CPU Rubin GPU CPU CPU RAG agentic API AWS Azure GravitonCobalt CPU x86 [----] CPU DRAM AI RL CPU x86 Intel Xeon AMD CPU AI CPU Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V"
X Link 2026-02-10T04:18Z 18.1K followers, [----] engagements

"SUMCO [----] [----] [----] [--] [--] [----] SUMCO [----] AI [----] [----] [----] [---] [--] [---] - 300mm AI - 200mm 300mm Legacy AI AI AI DRAM (HBM) NAND [----] [----] [--] ----- 300mm 200mm [--]. 300mm [----] AI DRAM (Long-term contract prices) (Legacy) [--]. 200mm [----] AI 300mm -------- AI SUMCO AI [--]. (Training) GPU DRAM/HBM (Inference) ASIC NAND https://twitter.com/i/web/status/2021137451658407969 https://twitter.com/i/web/status/2021137451658407969"
X Link 2026-02-10T08:21Z 18.1K followers, [----] engagements

"TUC [---] (F)/768 (752) /747 (742) low Dk E-glass low Dk;E-glass E-glass : [--]. TU-662 (668/F)TU-768 (752) TU-747(742) 2.2026TU-662(668/F)TU-768(752) TU-747(742) https://twitter.com/i/web/status/2021149558311616632 https://twitter.com/i/web/status/2021149558311616632"
X Link 2026-02-10T09:09Z 18.1K followers, 16.1K engagements

"TrendForceGoogleIronwoodAI3D TorusApollo OCS800G202419.5%202660%AI IronwoodTPUAI800G/1.6TTrendForce2026Google TPU400800G600 GoogleApollo OCSMEMS mirrorOCS100300095%1.6T InnoLightGoogle1.6TEoptolinkGoogle 800GLumentumOCSMEMSApollo OCS TrendForceGPUAI https://twitter.com/i/web/status/2021157955748385054 https://twitter.com/i/web/status/2021157955748385054"
X Link 2026-02-10T09:43Z 18.1K followers, [----] engagements

"UBS TPU [--]. TPU v8 MediaTek TPU ASIC Broadcom [--]. Google MediaTek 224G SerDes IP Broadcom [--]. MediaTek TPU v9XBroadcom TPU v9AX Intel EMIB [--]. Ibiden Google TPU [--]. Google TPU HBM4 HBM4E UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of"
X Link 2026-02-10T14:25Z 18.2K followers, 18.3K engagements

"UBS Broadcom Inc. TPU C2027E EPS $18 LLM ASIC TPU GPU ASIC AVGO C2027E [---] TPU C2026E [---] v7Ironwood v8axSunfish C2028E N3 AVGO TSMC AVGO MediaTek TPU [--] AI F2026E $600 200%F2027E $1060 80%F2028E $1500 Google $300 C2027E $560 TPU Anthropic META AVGO OpenAI ASIC [----] Anthropic ASIC UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx"
X Link 2026-02-10T17:14Z 18.2K followers, [----] engagements

"2/11 - 2344: 4Q251Q2630-40%41.9%100%EPS$12.97/$17.5 - AI ASIC: TPU460 from [---] Broadcom Google/Google arm based CPU Trainium [---] /260 [---] /300 CoWoS-S CoWoS-S 7%TPU)CoWoS-R [------] 1%(AWS)2449EPS$10.99/$17.2920xPE - [----] 4Q25EPS42%1Q2663% 5055%CoWoS [----] CPO 3Q FAU EPS$18.14/$19.6 - [----] CSP [----] 60% AmazonMeta Google 1Q26GPU BMC 26-28EPS$178.8/$261.3/$312.635xPE # https://twitter.com/i/web/status/2021376491968462915 https://twitter.com/i/web/status/2021376491968462915"
X Link 2026-02-11T00:11Z 18.1K followers, [----] engagements

"Good Morning 2/11 Foreign Media Summary - [----] Winbond: US firm reiterates positive stance 4Q25 earnings slightly below major US brokerage expectations with brokers attributing this to lower-than-estimated inventory drawdown. Management guides 1Q26 price increases in the 30-40% range which brokers view as conservativethey expect 41.9%. However brokers believe gross margins will exceed prior estimates. They forecast full-year bit shipment growth of 100% this year along with raised capex and capacity expected to come online next year. Latest broker estimates for this year and next year's EPS"
X Link 2026-02-11T00:28Z 18.2K followers, [----] engagements

"PCB AI PCB [--]. AI PCB [----] TAM E-glass [--] 15%2 1015% Low DK1/DK2 20% AI Low CTE 1H27 Nittobo(3110 JP) Low CTE 2025% [--]. CCL CCL (EMC [----] TT): AI CCL M8M9 510%(600183 CH): (0148 HK) [--] 10% [--] E-glass [---] +25% MoM AWS T3 CCL NVIDIA M9 ramp-up [--]. AI (3189 TT): 40% BT ABF (002139 CH) (002436 CH) BT : 2/3 low-CTE ABF :2025 AI 30% CoWoS AI [----] AI Nittobo (3110 JP) CCL (2383 TT) AWS M9 CCL (3189 TT) (4958 TT)AI First T-glass now E-glass prices are also rising. _ GF Overseas Electronic Communication: PCB Upstream Price Hikes Intensify The AI-driven demand surge is reigniting broad-based price"
X Link 2026-02-11T07:42Z 18.2K followers, [----] engagements

"+ [----] [----] [--]. [--]. [----] [----] [----] [--------] [--------] 85% 2026/27 retrofits [--]. + + + HSBC The Bear Case on Chemicals. From HSBC. https://t.co/vA1YCwdc8r The Bear Case on Chemicals. From HSBC. https://t.co/vA1YCwdc8r"
X Link 2026-02-11T12:17Z 18.1K followers, [----] engagements

"SharpK2 Sharp2108K2Gen82160mm2460mmSharpApple ITOxideApple MacBookiPad FoxconnSharpK2OxideAppleSharpTrendForceAppleK216-17%MacBookOLEDLCDApple AppleK2Sharp OxideK2Oxide https://twitter.com/i/web/status/2021561686931681761 https://twitter.com/i/web/status/2021561686931681761"
X Link 2026-02-11T12:27Z 18.1K followers, [----] engagements

"$UUUU Goldman Sachs / Brian Lee - - White Mesa Mill - - NdPrDyTb UUUU UUUU UUUU White Mesa Mill monaziteNdPrDyTb UUUU $UUUU : Goldman Sachs initiates with $ Analyst highlights top-grade U.S. uranium White Mesa Mill advantage and expanding rare earth exposure tied to rising policy support. https://t.co/EZxo8QUc7o $UUUU : Goldman Sachs initiates with $ Analyst highlights top-grade U.S. uranium White Mesa Mill advantage and expanding rare earth exposure tied to rising policy support. https://t.co/EZxo8QUc7o"
X Link 2026-02-11T14:02Z 18.1K followers, [----] engagements

"( $MU ) HBM4 - HBM4 - - HBM4 [--] GB/s - / - - HBM4 AI - 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2"
X Link 2026-02-11T14:10Z 18.1K followers, 14.1K engagements

"11Micron [----] 20248171.45.5CoWoS101418568P5DRAM2027"
X Link 2026-02-12T02:32Z 18.1K followers, [----] engagements

"Kioxia ( 285A ) 20263FY20253 [----] Non-GAAP [----] 26.6% - [--]. NAND Kioxia [----] CY2026NAND AI SSD CY2025 10% CY2026 10% AI NL-HDD QLC SSD [--]. SSD & [----] 55% / [--] AI PC [--] [----] 34% AI [--] BiCS FLASH [---] 10% JV Sandisk - JV Kioxia Sandisk Consideration Model Kioxia [----] [--] [----] [--] [--] - Guidance [--]. [-----] 4Q4 Q4 [--]. [--] BiCS FLASH [--] BiCS FLASH https://twitter.com/i/web/status/2021907949275558251 https://twitter.com/i/web/status/2021907949275558251"
X Link 2026-02-12T11:23Z 18.1K followers, [----] engagements

"HBM4 AI [----] [--] [--] HBM4 [--] 1cDRAM 4nm HBM4 [----] Gbps [--] Gbps 46% HBM3E [---] Gbps [----] [---] TB/s [---] [--] 24GB36GB [--] 48GB AI [----] TSV HBM3E 40% 10% 30% HBM4 GPU DRAM Foundry DTCO [----] HBM [----] HBM4 HBM4E [----] [----] Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing https://t.co/tesdvlT4XA Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing https://t.co/tesdvlT4XA"
X Link 2026-02-12T11:26Z 18.1K followers, [----] engagements

"Infineon2026GaNGaNGaNAI 300mm GaN2.3Johannes SchoiswohlGaN 2026GaN50%58%20269.2203030CAGR 44%2025GaNOBC BDS2026BDS10kWAIGaN/IPMIC/ AIGaNPSUBBUIBC50%20307%GaN48V10%GaN40% https://twitter.com/i/web/status/2021910640106123332 https://twitter.com/i/web/status/2021910640106123332"
X Link 2026-02-12T11:33Z 18.4K followers, [----] engagements

"2026GaN Infineon GaN Insights [----] https://www.cnledw.com/info/newsdetail-74740.html https://www.infineon.com/gated/infineon-gan-insights-2026_d54cb389-1f49-44dd-92b2-a2a5e0afee1c https://www.infineon.com/gated/infineon-gan-insights-2026-whitepaper-cn_2cdb3691-2296-4c71-9041-6330e006df9d https://www.cnledw.com/info/newsdetail-74740.html https://www.infineon.com/gated/infineon-gan-insights-2026_d54cb389-1f49-44dd-92b2-a2a5e0afee1c https://www.infineon.com/gated/infineon-gan-insights-2026-whitepaper-cn_2cdb3691-2296-4c71-9041-6330e006df9d"
X Link 2026-02-12T11:35Z 18.4K followers, [----] engagements

"EssilorLuxottica [----] Meta AI EssilorLuxottica [----] [------] 11.2% [--] 18.4% Meta Ray-Ban Meta2023 [--] Oakley Meta2025 [--] [----] Meta AI [---] [----] [----] [---] Ray-Ban Oakley AI AI https://twitter.com/i/web/status/2021914446365667715 https://twitter.com/i/web/status/2021914446365667715"
X Link 2026-02-12T11:49Z 18.1K followers, [----] engagements

"213 15%1%3030%10% [------] https://twitter.com/i/web/status/2021922753843204214 https://twitter.com/i/web/status/2021922753843204214"
X Link 2026-02-12T12:22Z 18.1K followers, [----] engagements

"Kioxia FY3Q25CY4Q2511 [--] KioxiaASPCY1Q26ASP50%KioxiaNAND ASP 128TB NANDDRAM AI inference GTC [----] Gen [--] NAND ASP 1Q26 40% 50% Kioxia: There Won't Be a Second Shock Daishin Securities Semiconductor / Ryu Hyung-geun This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from NAND. This value needs to be further reflected in Korean semiconductor stock prices. Kioxia: There Won't Be a Second Shock Daishin Securities Semiconductor / Ryu Hyung-geun This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from"
X Link 2026-02-13T01:13Z 18.1K followers, [----] engagements

"E-glass CCL AI CCL Low DkLow CTE2026E-glass Nitto Boseki Asahi-Schwebel Taiwan2026 CCLE-glass2026210 TU-662668/FTU-768752TU-7477422026 Low Dk E-glass PCB E-glass capacity cuts trigger production shifts for Taiwan CCL makers The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth where significant capacity squeezes are rippling https://t.co/SnPYUCYmLk E-glass capacity cuts trigger production shifts for Taiwan CCL makers The global AI data center boom is straining not only high-end computing chips"
X Link 2026-02-13T01:40Z 18.1K followers, 11.1K engagements

"Kioxia FY3Q25 QoQ SSD [----] LTA [----] LTA hyperscaler [--------] NAND NAND 20% CAGR FY2026 DRAM SSD DRAM BiCS FLASH NVIDIA KV cache SSD NVIDIA [----] BiCS TLC SSD BiCS FLASH 122TB 245TB SSD [----] [----] AI inference RAGRetrieval-Augmented Generation SSD IR Day Kioxia FY3Q25 Conference Call Key Q&A Q. What is the guidance for Q4 shipment volumes and the price outlook A. Overall shipment volumes are expected to decline QoQ due to seasonal slowdown and inventory drawdown effects. While demand for smart devices is softening data Kioxia FY3Q25 Conference Call Key Q&A Q. What is the guidance for"
X Link 2026-02-13T01:58Z 18.1K followers, [----] engagements

"AITTECRO 99% FDA 20252029444152252AI MFN15% [--------] Taiwan plans to increase long-term purchases of U.S. products including: 🛢$44.4 billion of U.S. liquefied natural gas and crude oil ⚡$25.2 billion of U.S. power equipment ✈$15.2 billion of U.S. civil aircraft and engines https://t.co/RAP45aJJht Taiwan plans to increase long-term purchases of U.S. products including: 🛢$44.4 billion of U.S. liquefied natural gas and crude oil ⚡$25.2 billion of U.S. power equipment ✈$15.2 billion of U.S. civil aircraft and engines https://t.co/RAP45aJJht"
X Link 2026-02-13T04:24Z 18.1K followers, [----] engagements

"TrendForce: HBM42Q26NVIDIA TrendForceHBMAIGPUNVIDIA RubinHBM4SamsungSK hynixMicronHBM42026SamsungSK hynixMicronNVIDIA HBM4 TrendForceInference AICSPAI agent2025CSPAI serverNVIDIARubinHBM4 conventional DRAM2025HBMHBMDRAMNVIDIARubin HBM4TrendForceNVIDIAHBM4SamsungSK hynixMicron https://twitter.com/i/web/status/2022251122753208608 https://twitter.com/i/web/status/2022251122753208608"
X Link 2026-02-13T10:06Z 18.1K followers, [----] engagements

"5706 [----] [--] [----] [--] [--] [--] [--] AI [--]. [----] [--] Act [---] [--]. [----] [--] [--] [---] (Functional Materials) AI [----] ( 25.7%) [---] ( 42.6%) AI (MicroThin) (VSP) (Pd) (Rh) [---] (Metals) [----] ( 8.6%) [---] ( 11.8%) LME [---] (Automotive Parts) [---] ( 28.9%) [--] Act [----] [--] [--] [----] [--] [--] [--]. (2025.4.1 - 2026.3.31) [----] [--] AI [---] https://twitter.com/i/web/status/2022255829676916998 https://twitter.com/i/web/status/2022255829676916998"
X Link 2026-02-13T10:25Z 18.1K followers, [----] engagements

"202541288%2147 20254-12HDD88%2147 https://t.co/z73CTAdQY7 https://t.co/qtM3NI9X0l 20254-12HDD88%2147 https://t.co/z73CTAdQY7 https://t.co/qtM3NI9X0l"
X Link 2026-02-13T10:34Z 18.1K followers, [----] engagements

"2-320001500113 GAT 71081091010801.4-1.77000-9000 20263031080762845-61.8122380% [----] https://twitter.com/i/web/status/2022263103266627915 https://twitter.com/i/web/status/2022263103266627915"
X Link 2026-02-13T10:54Z 18.1K followers, [----] engagements

"Section 1260H CXMTYMTCCXMT YMTC [----] [----] DRAM NAND PC OEM RAM 1260H YMTC Entity List CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://t.co/B4S41QAJII https://t.co/xBMvYtUAAP CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://t.co/B4S41QAJII https://t.co/xBMvYtUAAP"
X Link 2026-02-14T01:00Z 18.2K followers, 11K engagements

"Union Tool Co. [----] [------] - 40165YoY +23.2%+7559 - 8728YoY +26.9%+185021.7%21.1% - EPS353.86305.86 - AI PCBPKG - ULF35.0%31.7% - - / [--]. - PCB29026 - End Mill6507 - DUC1867 - [----] [--]. PKG35% 17% 16% 14% 18% - AI/PKG + [--]. - 25906+15.5%4214-15.5% - 24259+33.0%3150+107.7% AI - 2037+0.9%89-48.3% - 2527+12.8%114-40.7% https://twitter.com/i/web/status/2022603275552674028 https://twitter.com/i/web/status/2022603275552674028"
X Link 2026-02-14T09:26Z 18.2K followers, [----] engagements

"$MU UBS / Timothy Arcuri - DRAM C1Q26 62% - NAND 40% +27% - C4Q27DRAM C1Q27NAND - PC/ - HBM C2027 +57% - MU Google OpenAI [----] MU [----] [--] HDD [--] $MU : UBS reiterates raises $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF $MU : UBS reiterates raises $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF"
X Link 2026-02-07T06:55Z 18.3K followers, 45K engagements

"# #Phison [--]. [----] AIDRAMNAND Flash3203010 [--]. 202622.5PCeMMC 8GB1.52030 [--]. AI NVIDIA Vera Rubin20+TB SSDNAND20%KV Cache/ [--]. AI PC DRAM + FlashaiDAPTIV+DRAM128GBPCAI PC [--]. - 8800DRAM30% - Flash3NVIDIA [--]. AI - AI PC/Internet2040 - 2026NANDAI - Vera RubinGPU20+TB SSD [--]. - /PC/TVBOM20%56% - [----] - [--]. - SKKioxia2 - 35%1020% - 5CEO [--]. - ++SSDAI - AI PCFlashDRAMCES [----] - /15 - [--]. - AI - - AIGPUFlashDRAMVera Rubin # #Phison # AI # https://t.co/1se0uvCG8k # #Phison # AI # https://t.co/1se0uvCG8k"
X Link 2026-02-14T00:54Z 18.4K followers, 189.9K engagements

"$AMAT (Applied Materials) Q1 [----] - [----] % -2% 49.1%QApr26 [----] +9% - Semi Systems 8% -4%QApr - 2026C26 20%2H weightedcleanroom constrained - -7% 30% - C272027 multi-year visibility - [----] Leading-edge LogicDRAM HBM Advanced PackagingAPNAND C26 WFE 10%ICAPS//// - GAAGate-All-Around #1 GAAwiring backside power 50% - AP2026 HBM 3D chiplet stacking3D AMAT HBM #1 GPU/larger substrates - Q1 DRAM AMAT HBM 3-4 wafer starts per bit DRAM 6F 4F - NAND [----] WFE 10% - pricing power FinFET GAA TSMC N3 N2 - DRAM HBM4 4:1 - AI [--] [----] PC [----] AMAT QJan26 - Revenue $7.01B up % q/q & down -2% y/y at 49.1% GM;"
X Link 2026-02-14T02:40Z 18.3K followers, [----] engagements

"NOR Flash AI AI DRAM NAND NOR Flash EEtimes AI NOR Flash NOR execute in place GPU [--] NOR Nvidia GB200 NVL72 NOR [---] [---] NOR Flash NAND NOR NAND NOR AI Macronix 2D NOR NAND 3D NOR Winbond NOR 30% 40% DRAMNORNAND"
X Link 2026-02-15T05:23Z 18.3K followers, 18K engagements

"Bureau of Industry and Security BIS Applied Materials2.52 [-------] BISApplied Materials Inc. AMATApplied Materials Korea Ltd. AMKAMATAMK2.52BIS Jeffrey Kessler 2020AMATion implantersEntity List20212022AMATBISAMK1.26 2.52AMATBISAMATAMK Applied Materials BIS()$252 Million 💸 [----] BIS2 https://t.co/4nXEQOcSjr https://t.co/eXKYkz3e0O Applied Materials BIS()$252 Million 💸 [----] BIS2 https://t.co/4nXEQOcSjr https://t.co/eXKYkz3e0O"
X Link 2026-02-13T00:29Z 18.3K followers, [----] engagements

"https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260210553141.PDF https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260211555151.PDF https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260210553141.PDF https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260211555151.PDF"
X Link 2026-02-13T10:25Z 18.4K followers, [----] engagements

"https://mp.weixin.qq.com/s/JXnUwPMAPJmJk1nBB4JkhQ https://mp.weixin.qq.com/s/JXnUwPMAPJmJk1nBB4JkhQ"
X Link 2026-02-13T10:54Z 18.4K followers, [----] engagements

"PCB PCBRubin Ultraorthogonal backplanePCB PCB78104M9Rubin UltraNVL576Kyber223GTC2026Q3Rubin - PTFE78 + M9 + HVLP3/4 + Q - 3PCB2mil - Q CoWoPChip on Wafer on PCBPCBCPOPCBABFPCB - ABF - - 24SLPHDI/10 CCL - LowDKT-glass/Q-glassAI - HVLP - 20252026Resonac30%1-2Q15-10%CCL M9PCB - M9224GDf0.0007M7/M80.002 - PTFELowDK Gen2Q-glassHVLP4/HVLP5 - 50%M81.5-2 - QHVLP4/5CTE http://4958.TW http://4958.TW"
X Link 2026-02-16T12:00Z 18.3K followers, [----] engagements

"$AMD AMD TCS AI - AMD AI - AI - AMD AI - GPU EPYC CPU - AI AI - AI - AI $AMD AMD and TCS Partner on AI Data Center Deployment in India 👉 : ➤ AMD and expand strategic AI infrastructure collaboration. ➤ Partnership to deploy up to AI-ready data center capacity. ➤ Built on AMDs $AMD AMD and TCS Partner on AI Data Center Deployment in India 👉 : ➤ AMD and expand strategic AI infrastructure collaboration. ➤ Partnership to deploy up to AI-ready data center capacity. ➤ Built on AMDs"
X Link 2026-02-16T15:20Z 18.3K followers, [----] engagements

"2026CapEx - Meta ( $META ) 202611501350Meta Superintelligence Labs - Microsoft ( $MSFT ) 375GPUCPU - Amazon ( $AMZN ) 2026Amazon2000AWS - Google/Alphabet ( $GOOGL ) [------------] Big tech execs commenting on Capex in the latest earnings calls: $META CFO: "We anticipate [----] capital expenditures.to be in the range of $115-135B with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business" https://t.co/UdNEvAlsqe Big tech execs commenting on Capex in the latest earnings calls: $META CFO: "We anticipate [----] capital expenditures.to"
X Link 2026-02-17T04:14Z 18.4K followers, [----] engagements

"AI Memo https://www.alphamemo.ai/free-transcripts https://www.alphamemo.ai/free-transcripts"
X Link 2025-11-11T05:26Z 18.4K followers, 54.3K engagements

"⚠ ➤2024-11-1010:00 Usagi https://t.co/45uvCEr20l ⚠ ➤2024-11-1010:00 Usagi https://t.co/45uvCEr20l"
X Link 2024-11-10T10:18Z 18.1K followers, 120.1K engagements

"⚠ ➤2024-11-1010:00 Usagi"
X Link 2024-11-10T02:00Z 173.1K followers, 292.3K engagements

"113 CCC8541. 0.00-647"
X Link 2025-09-23T11:28Z 18.4K followers, 27K engagements

"Cold PlateManifoldIn-row CDU202650% Ultra RUBINMLCP2027"
X Link 2025-11-16T12:45Z 18.4K followers, 85.1K engagements

"Nvidia [----] [---] [--] [--] Nvidia CoWoS-S CoWoS-L GB300 RubinGPUVera CPU Schedule [-----] Tape Out [----] N3PN38N5 CoWosS-L 12-Hi HB4 (Hynix ) CPO GB300 GB200 CPC [---] Nvidia GTCAgenda Release GB300 Rubin NVL288 [----] GTC GB300 GB200 72GPU (NVL72) GB300 Rack288GPU (NVL288) CPO Switch 400G 800G PCB 288GB HBM3E 12Hi BBU AES #"
X Link 2025-03-01T12:54Z 18.4K followers, 51.8K engagements

"20 [--] [-----] [------] [------] [--------] :"
X Link 2024-09-24T13:31Z 18.1K followers, 11.9K engagements

"EP [---] [---] [---] [---] 260ETF [---] [---] [---] [---] [---] *"
X Link 2024-02-18T01:49Z 18.3K followers, 52.5K engagements

"() GB200GB200 [--]. BlackwellCoWoS-L GB200GB200 [--]. GB20072Blackwell GPU5000NVLink2splitercartridgecartridgeGH200112GGB200224G [--]. GB200GB20020000120006GB300 [--]. GB200300800024B25%280BGB20015%P/E http://APH.US http://APH.US"
X Link 2024-11-29T06:02Z 18.3K followers, 53.3K engagements

"81:45 100020001210%50 get"
X Link 2024-09-16T08:43Z 18.1K followers, 23.8K engagements

"offer 3-4 🤡"
X Link 2024-09-23T09:39Z 18.1K followers, 16.5K engagements

"85 [------] 10"
X Link 2024-09-25T06:12Z 18.4K followers, 17.6K engagements

"Podcast519 (09:49) - [--] - - PCBAI5274 ()-KY - Email - - [--] [--] - MCU - - # EP.519 Note [----] - Dcard https://t.co/c8IHdsMXQr # EP.519 Note [----] - Dcard https://t.co/c8IHdsMXQr"
X Link 2025-01-30T14:43Z 18.2K followers, 24.9K engagements

"# EP.519 Note [----] - Dcard https://www.dcard.tw/f/stock/p/257660589cid=4c901de2-4745-47c7-8744-abd2074f0297&utm_source=share https://www.dcard.tw/f/stock/p/257660589cid=4c901de2-4745-47c7-8744-abd2074f0297&utm_source=share"
X Link 2025-01-03T00:36Z [---] followers, 24.7K engagements

"https://liff.line.me/1454987169-1WAXAP3K/v2/article/rmX2g7jutm_source=copyshare https://liff.line.me/1454987169-1WAXAP3K/v2/article/rmX2g7jutm_source=copyshare"
X Link 2024-06-20T09:28Z 18.1K followers, 17.5K engagements

"1. AI NAND NAND NAND AI NAND AI AI HDDNAND SSD [----] AI NAND [---] NAND 34% AI NAND [----] NAND 2% SSD HDD 8% GoogleAmazon NAND AI [--]. [--] AI QLC NAND SSD [----] SSDNL SSD SSD [----] HDD NAND HBF SanDisk DRAM AI [----] NAND [----] [----] PC AI downturn [--]. NAND SanDiskKIOXIASamsung Electronics PhisonLongsysNAND SIMOAspeedAI AdvantestDisco NAND WDCWestern DigitalSTXSeagateAI HDD SSD Equal-Weight UnderweightMicronSK hynixHBM Pure Storage Meta Lam Research [----] EPS 26% AI NAND HDD [--]. AI + SSD HDD = NAND AI = 10% SanDisk [--] HDD vs SSD HDD 6-8 AI [--]. NAND HDD"
X Link 2025-09-13T11:23Z 18.4K followers, 34.6K engagements

"1. Nvidia Blackwell AI [--]. - - Blackwell3 [--]. - (Apple) (AMD) - (CoWoS) [--]. - -"
X Link 2024-12-05T17:08Z 18.4K followers, 17.1K engagements

"# #RUMOR AnthropicMetaGoogle TPUGoogle BroadcomCoWoS Google supply chain80%Google CPOcover 2030-35 #"
X Link 2025-10-28T06:05Z 18.4K followers, 202.7K engagements

"22 [----] PMI6 [--] [------] OK ALL in"
X Link 2024-08-30T13:44Z 18.4K followers, 16.1K engagements

"telegram (Co-packaged Optics CPO) AI [--]. CPO ASIC 800G/1.6Tbps 102T 5000WCPO (OEs) 70% AI/ML [---] 128x400G [-------] kWh CPO 1RU [--]. CPO SerDes PCB CPO SerDes 224G/448G CPO FIT (Failure In Time) (ELSFP)CPO 3.CPO (TCO) CPO PCB DSP CPO AI/ML CPO (mega-rack) EthernetUALinkNvlink CPO 200G/ 400G/ 3.2T CPO https://twitter.com/i/web/status/1944091197678792900 https://twitter.com/i/web/status/1944091197678792900"
X Link 2025-07-12T17:47Z 18.4K followers, 13.1K engagements

"1. AI AI202689 [--]. [--] [--]. Q2Q3Q2 [--]. CSPASICNV GPUTest Socket34EPS42 [--]. CB [--]. #"
X Link 2025-02-26T06:31Z 18.1K followers, 18.1K engagements

"- AOIFOPLP CoWoS()3220242025 CoWoS2025 EPS $13-14"
X Link 2024-10-17T14:39Z 18.4K followers, 19.6K engagements

"0050 BB Call"
X Link 2024-09-18T06:20Z 18.1K followers, 12.3K engagements

"36 [-------] buy the invasion [-----] 2020SARS OK OK"
X Link 2024-10-02T04:16Z 18.1K followers, 14.2K engagements

"J 2025/2/15 . iphone . #"
X Link 2025-02-15T07:32Z 18.3K followers, 15.4K engagements

"MACDBIASRSI 🫠"
X Link 2024-07-18T18:33Z 18.1K followers, 11.8K engagements

"https://liff.line.me/1454987169-1WAXAP3K/v2/article/nXk8omMutm_source=copyshare https://liff.line.me/1454987169-1WAXAP3K/v2/article/nXk8omMutm_source=copyshare"
X Link 2024-07-07T02:31Z 18.1K followers, 16.1K engagements

"()() ❤ https://youtu.be/PhHF-aLy5Yksi=Lw-wy1YsBBncbwGU https://youtu.be/PhHF-aLy5Yksi=Lw-wy1YsBBncbwGU"
X Link 2024-06-15T03:34Z 18.3K followers, 14.7K engagements

"J 2025/1/31 😅. AI DS [--]. AppleApple IntelligenceiPhone 8GB3B Nvidia RTX [----] (48GB VRAM) DS 671bn AI 200USDOpenAICSPAI server & . AI AI [--] AWSNVIDIA DS R1 token [----] OpenAI60/Token30 NVIDIA NVIDIA HGX H200DeepSeek-R1 671B3872 Token/DS R1 AI [--] NV NVNVlinkScale-up/out RubinNVL 144/288 HBMCoWoS BTWDSR1OpenAI OpenAI GPTBoT #"
X Link 2025-01-31T14:27Z 18.4K followers, 11.7K engagements

"https://t.co/w9IGWwGv2l https://t.co/6LjrWZhyvP https://t.co/w9IGWwGv2l https://t.co/6LjrWZhyvP"
X Link 2025-02-16T14:48Z 18.3K followers, 22.2K engagements

"https://mingchikuo.craft.me/WdebnwtuUk1BZW https://mingchikuo.craft.me/WdebnwtuUk1BZW"
X Link 2025-02-16T13:26Z 218K followers, 71.6K engagements

"telegram AMD AVGO and other ASICs kyec nvidia 6m units odm GB200+300 30k"
X Link 2025-08-14T03:24Z 18.4K followers, 10.5K engagements

"NVIDIA NVIDIA Blackwell GPU600AI ACHVDC UPSACDCACHVDC25% NVIDIA 1.UPS1V DC 2.Gen2HVDC800VDC1VDCNVL144 3.Gen3UPS800VDCNVL576 4.Gen4 SST SSTACHVDCSiC/GaN2029 AI - 10-1510 - UPS/HVDC1015 - BBU4UPS -"
X Link 2025-11-01T13:18Z 18.2K followers, 87.7K engagements

"😭 (Ep459QA [--] 🙏 https://investanchors.com/ https://investanchors.com/"
X Link 2024-06-05T15:27Z 18.1K followers, 15.7K engagements

"12 Level [--] Level [--] Level [--] ITE/70% Level [--] / Level [--] / Level [--] / Level 6-9 Level [--] ITESOE4 Level [--] ITEmanifold Level [--] NVIDIA L10 NVIDIA AI"
X Link 2025-11-18T17:11Z 18.4K followers, 17.6K engagements

"455555 [---] [----] [-----] [-------] 50-200 50"
X Link 2024-09-08T02:00Z 18.1K followers, 12K engagements

"foundry 2.0IC 18-24 [--] [----] CPUIntel99%ANDCPU2%3%Intel100%AMDAMDAMD CPUIntel99%ANDCPU2%3%Intel100%AMDAMDAMD"
X Link 2024-12-05T03:42Z 18.4K followers, 17.3K engagements

"CPUIntel99%ANDCPU2%3%Intel100%AMDAMDAMD 100% 69Intel100%3"
X Link 2024-12-03T05:26Z 18.4K followers, 26K engagements

"2026 QA podcast podcast"
X Link 2024-12-25T07:18Z 18.4K followers, 12.7K engagements

"1. PEGATRON () (EMS) Solution and Service Providers [--]. KENMEC () [--]. Siemens () Siemens [--]. ROCKWELL AUTOMATION Rockwell Automation [--]. Hexagon () [--]. BYD () [--]. EMS/OEM/ODM (Pegatron) Vision AI (Quanta) (Compal) [--]. (KENMEC) Humanoid Makers Robot and Sensor Makers (Hiwin) Robot Simulation Software [--]. (TSMC) AI (UMC) (ASE) [--]. (Largan) (Genius Electronic Optical) Vision AI AI Robot and Sensor Makers [--]. (Yageo) (Delta Electronics) BYD [--]. CAE Reality Capture CAD/CAM [--]. GCPAWS [--]. AI"
X Link 2025-01-07T04:18Z 18.4K followers, 17.7K engagements

"7/29 ❤ 50ETF❤ ETF ETF ❤ ❤ https://www.taifex.com.tw/file/taifex/CHINESE/11/attach/%E5%8F%B0%E6%9C%9F%E4%BA%A4%E5%AD%97%E7%AC%AC1130201406%E8%99%9F(%E5%90%AB%E9%99%84%E4%BB%B6).pdf https://www.taifex.com.tw/file/taifex/CHINESE/11/attach/%E5%8F%B0%E6%9C%9F%E4%BA%A4%E5%AD%97%E7%AC%AC1130201406%E8%99%9F(%E5%90%AB%E9%99%84%E4%BB%B6).pdf"
X Link 2024-07-22T13:21Z 18.1K followers, 10.3K engagements

"Facebook IVR [--]. A16 [--]. IVR IVR IVR [--] IC (PMIC) PMIC 2.5nH 5nHeDTCs TSVs [---] A16 https://www.eenewseurope.com/en/tsmc-shows-kw-integrated-voltage-regulator-for-ai/ https://www.eenewseurope.com/en/tsmc-shows-kw-integrated-voltage-regulator-for-ai/"
X Link 2025-10-05T04:29Z 18.4K followers, 15.8K engagements

"HVDC - UPSACAC/DC - OCP 48VBBU5%40-100kW600kW-1MW18kA - HVDC SidecarPSU/BBUIT(Sidecar) 48V400V/800V AI1MW HVDC400V vs 800V 400V400V 800V/ 0-400VUPS PFC 400VMicrosoftGoogleMeta2025 OCP"Mount Diablo"800kW-1MW 800VNVIDIA13.8kV AC800V DCPSU2027Kyber SidecarPSU12kW+ HVDC400V/800V600kW-1MW HVDCSST HVDCOCP"
X Link 2025-10-21T01:12Z 18.4K followers, 18.7K engagements

"PCB [----] Low Dk22027 HVLP4HVLP4 AI CSP ASIC AI UBB OAM PCB AI 400G 800G PCBPCBHDIHLCSLPPCB PCB 20102%1020% PCB198.5HDI5 [--]. (1815) [--]. HVLP4(8358) [--]. T-Glass2027Rubin Ultra ABF (8046) [--]. PCB2438PCBshare -(3715)8HDI48HLCRubinASICAI -(2368)73202616202630 [--]. PCB (5469) (6191) PCB [----] [--] AI PCB (AI 800G HBMEPS #"
X Link 2025-10-07T06:38Z 18.4K followers, 62K engagements

"SanDisk1.89% 4/11 SanDisk: DRAM "
X Link 2025-03-07T04:38Z 18.4K followers, 10.9K engagements

""2026NV GBAI Data center Google 2026Google ASIC 3nmNvidiaVera Rubin ""
X Link 2025-10-16T12:50Z 18.4K followers, 20.2K engagements

"24000 😭 / )"
X Link 2024-07-18T00:30Z 18.1K followers, [----] engagements

"GB200 GB300 [--]. - IT Rack - Manifold - CDU + + - Cooling Tower NVL72 [--] [--] GB200 [--] Bianca [--] CPU + [--] GPU+ [--] QDs [--]. GB200 GB300 GB200 [--] CPU + [--] GPU [--] GB300 [---] // - Cold Plate GB2001 /2 GPU + [--] CPUSwitch [--] /2 ASIC [--] + [--] Switch = [--] 55%25-30%Cooler Master GB300 [--] Switch [--] /2 [---] + [--] Switch = [---] [---] GB200 Cooler Master 55% 5% + + /Cooler Master / Cooler Master - Hose GB300 50% + - Quick Disconnects QDs GB200 [---] + [--] Switch = [---] UQD GB300 [---] + [--] Switch = [---] 87.5% NVUQDCooler Master// - Manifold - CDU GB200Vertiv GB300/BOYD/Cooler Master/Vertiv [--]. GB200 GB300 + + 50% CDU"
X Link 2025-10-24T02:59Z 18.4K followers, 34K engagements

"8096HBM HBM8096HBMICSOE ICIPIP HBMICHBMIP 8096HBMHBM8096 [------------] 8096GPUHBM3e [--------] IP [----] 8096330HBMIP20 8096HBM3035 Q11.5 Q32.93Q44.48 15X [----] 20X [--] #"
X Link 2025-02-05T05:39Z 18.2K followers, 27K engagements

"2 [----] 20253658%53% 40%4202615% DIGITIMES [----] [----] 2Free Demo Test run 202565.5%45%203060% [------------------------] 2023959.591031"
X Link 2025-08-30T08:45Z 18.4K followers, 11K engagements

"NVIDIA Rubin CPX GDDR7 [--]. Disaggregated Inference - AI Prefill/ContextFLOPS 10% GPU HBM Decode/Generation90% HBM - Rubin CPX FLOPS [--] petaFLOPS NVFP4 128GB GDDR7 [--] TB/s HBM 1/2 Rubin R200 1/4 - ROI [----] [----] Vera Rubin NVL144 CPX [--] exaFLOPS - NVIDIA 1M tokens NVENC/NVDEC [--]. : Rubin CPX () Rubin R200 () : [--] petaFLOPS NVFP4 [----] petaFLOPS NVFP4 : 128GB GDDR7 (2 TB/s) 288GB HBM4 (20.5 TB/s) : (Monolithic) : PCIe Gen [--] ( NVLink) NVLink : Prefill () Decode () : GB HBM/2 - Vera Rubin NVL144 CPX Rubin GPU CPXe.g. [---] GPU + [--] Vera CPU Prefill/Decode - NVIDIA DynamoTensorRT-LLM [--]. - NVIDIA GPU"
X Link 2025-09-21T09:58Z 18.4K followers, 58.2K engagements

"iPhone iPhone16 pro max 1TB [--] 🤡🤡🤡"
X Link 2024-09-14T05:04Z 18.4K followers, [----] engagements

"PCBAI - AIPCB -CTE CTECoWoSAI -Nitto Boseki Nitto BosekiNvidiaGPU -ASIC ASICFulltech Fiber Glass - CCLHVLPPCB - PCB -PCBPCB -Topoint Technology Topoint2025AIPCB - [------] -PCB AIPCB2090 - [-----] -M9 CCLM9 - - TopointUnion Tool HVLP -HVLP HVLP2HVLP4HVLP - Furukawa ElectricCircuit FoilKingboard2026 High-end PCB Materials Shortage Looms as AI Demand Outpaces Capacity - The expansion of AI server demand is driving a sharp increase in demand across the entire PCB materials value chain with both prices and shipments on the rise. - In particular the shortage of low High-end PCB Materials Shortage"
X Link 2025-08-21T10:03Z 18.4K followers, 19.5K engagements

"High-end PCB Materials Shortage Looms as AI Demand Outpaces Capacity - The expansion of AI server demand is driving a sharp increase in demand across the entire PCB materials value chain with both prices and shipments on the rise. - In particular the shortage of low coefficient of thermal expansion (CTE) glass fiber could lead to disruptions in CoWoS production raising concerns that it may emerge as a new bottleneck factor across the AI supply chain. - Japans Nitto Bosekis high-end glass fiber production capacity has already been largely secured by Nvidia and major GPU vendors. - Accordingly"
X Link 2025-08-21T09:50Z 70.5K followers, 31.9K engagements

"2 [--]. DRAM 10% NAND 4% NAND15%NAND DRAM [--]. [--]. [--]. https://www.threads.com/@statementdog/post/DLSAHXMBa7s https://www.threads.com/@statementdog/post/DLSAHXMBa7s"
X Link 2025-06-24T17:00Z 18.4K followers, 49.1K engagements

"https://moptt.tw/p/Stock.M.1732170502.A.62E threads https://t.co/WxXNX7U8GY https://moptt.tw/p/Stock.M.1732170502.A.62E threads https://t.co/WxXNX7U8GY"
X Link 2024-11-21T06:44Z 18.4K followers, 35.5K engagements

"📈 CCL CCL34 🔹 TGHX135 🔹TGHP-150LF 🔹TGHP-170LF [--] 📊 🔹 🔹 🔹 CCL 🔁ABF CCLABF [--]. ABF [--]. [-----] [--]. 🔍 [--]. CCL [--]. [--]. [--]. [--]. CCL [--]. [--]. 🏭 🔹 [--]. [--]. [--]. 🔹 CCL [--]. [--]. [--]. 📊 GB200 GB300 🔹Compute Tray 🔹Switch Tray 📊 [----] # http://6213.TT http://6274.TT http://2383.TT http://1303.TT http://1815.TT http://1802.TT http://6213.TT http://6274.TT http://2383.TT http://1303.TT http://1815.TT http://1802.TT"
X Link 2025-08-18T05:35Z 18.3K followers, 12.5K engagements

"J 2024/9/27 Fed YoY /PC/TV/AI so far"
X Link 2024-09-28T00:44Z 18.4K followers, 10.1K engagements

"1010101330 4%5%1%"
X Link 2024-10-10T03:52Z 18.1K followers, [----] engagements

"@hhuang @Mrve92351777 @BaldApeEx @ynzchn1545156 @yinjie_zhao"
X Link 2025-09-08T14:04Z 18.3K followers, [----] engagements

"20%-30% 2025-09-12 11:28 10% 20%-30% DDR4DDR5LPDDR4LPDDR5 70% FCST"
X Link 2025-09-12T06:03Z 18.4K followers, 61.8K engagements

"telegram nvidia Anand Mannargudi . cowos Jul' [--] cowop substrate AI --- "CoWoP = CoWoS - PCB''/ CoWoPAnand Mannargudi12" https://wallstreetcn.com/articles/3752054 https://wallstreetcn.com/articles/3752054"
X Link 2025-07-28T13:37Z 18.4K followers, 13.8K engagements

"$TSM #CoWoS (Shibaura) CoWoS TOR AI GPU For those trying to track $TSM #CoWoS capacity builds one key company to watch is Shibaura in Japan who has the TOR for CoWoS die attach. Just last month Shibaura raised FY guidance due to "an increase in demand for GPU's for generative AI" https://t.co/GRYplh0gaq For those trying to track $TSM #CoWoS capacity builds one key company to watch is Shibaura in Japan who has the TOR for CoWoS die attach. Just last month Shibaura raised FY guidance due to "an increase in demand for GPU's for generative AI" https://t.co/GRYplh0gaq"
X Link 2025-04-23T12:20Z 18.4K followers, [----] engagements

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