@SKundojjala Sravan Kundojjala

Sravan Kundojjala posts on X about china, dram, asml, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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[--] Week [------] +0.48%
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Social Influence

Social category influence technology brands 23.68% countries 21.71% stocks 17.11% currencies 17.11% finance 11.84% automotive brands 2.63% travel destinations 2.63% social networks 1.97% gaming 0.66% fashion brands 0.66%

Social topic influence china 19.74%, dram 17.11%, asml 5.26%, ai 4.61%, samsung 4.61%, share 4.61%, alltime 3.29%, $16b 3.29%, momentum 3.29%, $200m 3.29%

Top accounts mentioned or mentioned by @widditcap @rwang07 @semianalysis @beuvingjordy @dylan522p @mmm8160 @eric26573545571 @chipssaas @pearsonpc @bozriverguides @srini

Top assets mentioned GlobalFoundries (GFS) Synopsys, Inc. (SNPS) QUALCOMM, Inc. (QCOM) Tesla, Inc. (TSLA)

Top Social Posts

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

"ASML 4Q25 - Revenue up 29% q/q & up 5% y/y to 9.7B (towards high-end); 52.2% GM; CY25 revenue up 15.6% to 32.7B -CY26 revenue guidance: 34-39B; 38.8B backlog exiting 4Q25; 100% coverage for CY26 - Net bookings up 144% q/q & 86% y/y to 13.16B; EUV booking up 106% q/q; DUV up 220%; Memory up 190% q/q https://twitter.com/i/web/status/2016409102466052307 https://twitter.com/i/web/status/2016409102466052307"
X Link 2026-01-28T07:12Z 17.3K followers, [----] engagements

"Lam Research QDec25 - Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter of revenue growth - QMar26 guidance: $5.7B (+/- $300M) at 49% GM; GM slight headwind from customer mix - CY25 revenue record at $20.6B; GM of 49.9% (highest since Novellus merger in 2012); operating margin record at 34.1% - CY25 WFE was $110B; CY26 WFE estimate of $135B (up 23%) constrained by clean room space shortage https://twitter.com/i/web/status/2016798570582814726 https://twitter.com/i/web/status/2016798570582814726"
X Link 2026-01-29T09:00Z 17.2K followers, [----] engagements

"SanDisk QDec25 - Revenue up 31% q/q and 61% y/y to $3.025B at 51.1% GM vs guidance of $2.55-2.65B at 41-43% GM - QMar26 guidance: $4.4B-$4.8B at 65-67% GM - Bit shipments up LSD% q/q while ASP/GB up mid-30s %; QMar26 bits to be down MSD% - No change in long-term bit growth target: mid-to-high teens annually https://twitter.com/i/web/status/2017173071552233776 https://twitter.com/i/web/status/2017173071552233776"
X Link 2026-01-30T09:48Z 17.2K followers, [----] engagements

"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 better yields and higher throughputs. https://twitter.com/i/web/status/2017973878979715375 https://twitter.com/i/web/status/2017973878979715375"
X Link 2026-02-01T14:50Z 17.2K followers, 37.7K engagements

"MediaTek 4Q25: $4.8B revenue at 46% GM; $19B+ revenue in CY25. 3nm ramp and wafer price increases pressure GM. [----] and beyond about ASIC ramp as smartphone dependency will come down"
X Link 2026-02-04T06:49Z 17.3K followers, [----] engagements

"AMD 4Q25 - Revenue up 11% q/q and 34% y/y to record 10.3B at 57% GM; included - 390M of MI308 revenue from China (license approved not recurring) - DC segment revenue potential to grow 60% in 2026; long-term target of "tens of billions" in AI revenue by [----] - QMar rev guided to 9.8B (mid point) at 55% GM; up 32% y/y and down 5% q/q - QMar seq decline driven by seasonality in Client Gaming and Embedded; Data Center expected to grow q/q; all segments to grow y/y though https://twitter.com/i/web/status/2019016678688903370 https://twitter.com/i/web/status/2019016678688903370"
X Link 2026-02-04T11:54Z 17.2K followers, [----] engagements

"Arm QDec [--] - Revenue up 26% y/y to $1.24B; 4th straight quarter of billion dollar rev - $1.47 rev guidance for QMar; royalties to be up low-teens y/y; licensing high-teens - 20% + rev growth in F26 and F27 - Royalty revenue up 27% y/y to $737M driven by units higher smartphone royalty per chip and DC"
X Link 2026-02-05T07:46Z 17.3K followers, [----] engagements

"- Bullish on DC - DC royalty revenue up 2x y/y; expects DC to overtake mobile in royalty in a few years; DC will be up to 20%this year - Licensing up 25% y/y to $505M; 40% from SoftBank only; going forward same run-rate for SB; Sees SB licensing revenue durable"
X Link 2026-02-05T07:47Z 17.3K followers, [---] engagements

"Qualcomm QDec25 - All end markets up y/y; All-time high quarters for handset and Auto - QMar handset revenue to take a hit due to memoryflation; well above seasonal decline - Samsung S26 75% share (no change vs prior expectations)"
X Link 2026-02-05T07:51Z 17.3K followers, 17.7K engagements

"- Revenue up 8.2% q/q and 4.6% y/y to $12.3B; QMar revenue to see 13.6% q/q decline; 100% of handset decline attributed to memory - QCT revenue of $10.3B flagship handsets at 31% EBT; Licensing $1.6B - DRAM availability hitting QCOMs memory customers especially in China Chinese OEMs reducing chipset inventory https://twitter.com/i/web/status/2019318046268223539 https://twitter.com/i/web/status/2019318046268223539"
X Link 2026-02-05T07:51Z 17.2K followers, [---] engagements

"- Handset demand is strong (licensing strong sell-through strong macro is good) but memory remains a drag; QDec handset shipments exceeded expectations - 100% of handset revenue drop attributed to memoryas HBM takes away supply - QMar revenue: $10.6B (mid point guidance); QCT to decline -12% q/q - Huawei licensing discussions in progress; noted that standard renewal discussions begin well in advance of expiration dates (Apple)"
X Link 2026-02-05T07:54Z 17.3K followers, [----] engagements

"- Qualcomm chips are qualified across all memory companies including CXMT - Leading-edge is constrained but QCOM is confident of securing enough wafers - Feel comfortable with non-handset revenue targets for FY29 - ADAS picking up momentum after the launch of co-developed stack with BMW - Expects to show DC revenue from [--] https://twitter.com/i/web/status/2019318890162004345 https://twitter.com/i/web/status/2019318890162004345"
X Link 2026-02-05T07:55Z 17.3K followers, [----] engagements

"@WidditCap Yeah MediaTek didnt say about 15% decline. HSD% or low DD likely. The 15% number in MediaTek was talking about ASIC revenue contribution in 27"
X Link 2026-02-06T03:48Z 17.3K followers, [--] engagements

"Tokyo Electron QDec25 - Total revenue down -16% q/q and y/y to $3.6B; QMar to grow by 20% q/q - Semiconductor process equipment (SPE) down -19% q/q and -25% y/y to $2.5B; will grow by 31% q/q in QMar - FY26 (ends in Mar) guidance raised by around $200M - China down by -34% q/q (32% of tot) https://twitter.com/i/web/status/2019682120445141052 https://twitter.com/i/web/status/2019682120445141052"
X Link 2026-02-06T07:58Z 17.3K followers, [----] engagements

"- FY26 revenue to be nearly flattish at $16B - CY26 WFE to grow +15% (DRAM/HBM/Leading-edge logic/NAND al up while mature node flat) - Q Mar guidance suggests DRAM/NAND/Logic all will grow with NAND more than doubling q/q"
X Link 2026-02-06T07:59Z 17.3K followers, [----] engagements

"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 $1.186B (above high-end guidance) at 60.5%GM; QMar to grow q/q - Book-to-Bill ratio was well above [--] in QDec"
X Link 2026-02-06T08:08Z 17.3K followers, [----] engagements

"GlobalFoundries is now engaging with hyperscalers on MIPS IP licensing custom silicon and software opportunities. MIPS is expected to contributed to $50-$100M revenue in '26 and a high margin business. GFS's non-wafer revenue will grow to 14% of revenue from 8-12% historical. Hyperscaler engagement to ramp in '27. https://twitter.com/i/web/status/1998061552503533936 https://twitter.com/i/web/status/1998061552503533936"
X Link 2025-12-08T16:06Z 17.3K followers, 11K engagements

"Synopsys' IP business in a challenging period currently. 25% of revenue and declined 8% in FY25 and FY26 will be muted as well. In a shift to its IP business model SNPS is planning to charge royalties on custom chips of hyperscalers (been communicating this for some time) and seemed to have firmed up this plan. Also SNPS is not assuming lost Intel Foundry 18A revenue not coming back in FY26 (ends in Oct '26). However Intel could become a tailwind in FY27 with 18A-P. Earlier SNPS predicted its IP business will return to long-term revenue CAGR (mid-teens) post-FY26."
X Link 2026-01-19T16:00Z 17.3K followers, 15K engagements

"Cadence IP revenue inflected post FY21 driven by AI accelerators. Outgrowing Synopsys in this area which issued muted guidance for IP for '26. SNPS has 2x IP revenue though. Cadence sees IP outgrowing the company average. Currently 14% of revenue and has below corporate margin. Strong at TSMC but Intel and Samsung expansion could drive CDNS' IP growth. https://twitter.com/i/web/status/2007767994244743619 https://twitter.com/i/web/status/2007767994244743619"
X Link 2026-01-04T10:56Z 17.3K followers, 20.8K engagements

"ON Semi 4Q25 - Revenue down -1% q/q and -11% y/y to 1.53B at 38.2% GM; QMar guidance implies first y/y growth in [--] years; [---] basis points of headwinds from underutilization charges - $250M in AI DC revenue in 25; expected to grow high-teens % in Q1 - Industrial revenue +6% y/y breaking an 8-quarter streak of declines - Auto revenue stabilized at +1% q/q; Auto down for [--] straight quarters y/y; inventory digestion completed"
X Link 2026-02-10T12:39Z 17.3K followers, [----] engagements

"- Utilization dropped to 68% in Q4 to align inventory; expected to tick up to low-70s% in Q1 - Partnering with foundries (Innoscience and GlobalFoundries) for lateral GaN; vertical GaN internal manufacturing - Reduced fab capacity by 12% in [----] - [---] days of internal inventory (down from 194); [----] weeks of channel inventory (within the 9-11 week target). - Visibility improving with book-to-bill trending up and increasing expedites https://twitter.com/i/web/status/2021202545943904589 https://twitter.com/i/web/status/2021202545943904589"
X Link 2026-02-10T12:40Z 17.3K followers, [----] engagements

"SMIC 4Q25 - revenue up 4% q/q and 13% y/y to $2.489B; 9thstraight quarter of y/y growth; 19.2% GM due depreciation load; 96% utilization rate; QMar revenue to be flat - 1.1M wafer shipments at $2.4k ASP - $8.1B capex in [--] vs $7.3B in [--] - [----] capex to remain same; SMIC forecasts its [--] rev to outgrow the segments it participates"
X Link 2026-02-10T12:42Z 17.3K followers, [----] engagements

"Infineon's AI server revenue to grow from 1.5B in FY26 to 2.5B. It was 250M in FY23. 10x in [--] years. The company is pulling in capacity investments to support AI growth"
X Link 2026-02-04T12:21Z 17.3K followers, [----] engagements

"Top-5 semicap performance in China - down by 5% to $34.6B in '25 - AMAT share down from 47% in [----] to 24% in [----] - Except for Lam everyone else declined y/y in '25 - ASML went from #5 in [----] to #1 in [----] - TEL despite free run in China declined -17% - KLA first decline since [----] https://twitter.com/i/web/status/2020474686237544949 https://twitter.com/i/web/status/2020474686237544949"
X Link 2026-02-08T12:27Z 17.3K followers, 52.4K engagements

"GlobalFoundries 4Q25 - Revenue up 8% q/q and flat y/y to $1.83B at 29% GM; QMar to grow 3% y/y - Auto and Comms up y/y while mobile and IoT down - 85% utilization rate in [--] - $722M capex in [--] (11% capex intensity); 15-20% capex intensity in [--] - $1B SiPho revenue by 28; $200M in [--] - confident in exiting [--] with a GM of 30% or higher https://twitter.com/i/web/status/2021611592602042372 https://twitter.com/i/web/status/2021611592602042372"
X Link 2026-02-11T15:45Z 17.3K followers, [----] engagements

"AMAT QJan26 - Revenue $7.01B up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q) - Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems - Semi Equipment business expected to grow 20% in C26; 2H weighted; cleanroom constrained - China revenue -7% y/y; represented 30% of total sales https://twitter.com/i/web/status/2022286340860318155 https://twitter.com/i/web/status/2022286340860318155"
X Link 2026-02-13T12:26Z 17.3K followers, 24.5K engagements

"Earlier this year KLA guided its share in 2nm WFE will be 90-100 bps higher than N3 during the similar time. (upgraded from 75bps). With 2nm KLA thinks it can break the pattern of reduced usage of it tools as customers move from pilot line to HVM. KLA tools are typically in demand when customers figure out yields. Higher number of design starts that demand more inspection lesser reuse from N3/N5 (fresh tool demand) and complex EUV layers should help in 2nm. New node R&D (A14/A16) in [----] will help too to keep leading-edge demand healthy"
X Link 2025-07-06T10:57Z 14.1K followers, [----] engagements

"TSMC hasn't updated its standard/structural gross margin target for a while despite reaching a near monopoly status. Last upgraded in 4Q21 earnings call from 50% to 53% or higher. In mid-2010s upgraded to 50% from mid-40s. Structural GM refers to the underlying profitability ex-temporary factors such as FX and underutilization"
X Link 2025-07-09T17:02Z 14.2K followers, [----] engagements

"TSMC posted all-time high revenue in 2Q. $30.5B revenue (at a monthly weighted avg USD/NTD fx rate of [--] vs [----] guidance). 4th time all-time high 2Q in last [--] years. NT appreciation means GM/OPM guidance miss. Weakest Jun mon/mon growth in last [--] years. At 25% annual growth guidance 2H will grow just 1% vs 27% H/H growth in '24"
X Link 2025-07-10T10:07Z 15.2K followers, [----] engagements

"Nanya 2Q25: Tight DDR4 supply drove 70% q/q bit shipment growth. Revenue up 46.4% q/q and 6.1% y/y to $339.5M. FX hits GM. 2H looks positive on the strength of D4/LP4 pricing. CY25 bit shipment guidance lifted to 40% from 30% (2nd revision this yr). Capex guidance unchanged. CY26 wafer capacity to remain similar to CY25"
X Link 2025-07-11T09:56Z 14.3K followers, 13.7K engagements

"DDR4/LPDDR4 50% of bit production. Globally non-AI is 90% of DRAM bits. Nanya sees its 1x and 20nm nodes bit production to reach parity by end of the year"
X Link 2025-07-11T09:59Z 14.1K followers, [----] engagements

"In 2021-2023 cycle a 5-6 quarter lag between ASML EUV revenue peak (& trough) with Lam& AMAT's combined non-China revenue held up well. ASML EUV revenue peaked in 3Q21 and then hit cyclical trough in 1Q22. Lam & AMAT followed peaking later in 4Q22 and then hitting trough in 3Q23. Ignoring [----] altogether 2024-25 EUV peak should give an idea of next peak for Lam & AMAT. EUV is a leading signal for other equipment makers given its 12-18 month lead times"
X Link 2025-07-12T16:57Z 14.3K followers, 20.8K engagements

"Since the announcement of merger with Synopsys in Jan [----] Ansys revenue grew 12% in CY24 to $2.5B at 89% GM and 28.2% OPM. 50% of revenue from software licenses. The deal increases their TAM by 1.5x to $28B by CY28 (11% CAGR from CY23 base). Ansys has 30% exposure to semi/high-tech while SNPS has 85%. All about system simulation. The companies shredded around $200M business to appease regulators. Cadence on the other hand draws 12% of its revenue from system simulation"
X Link 2025-07-14T16:52Z 14.8K followers, [----] engagements

"ASML exited 1Q25 with around 34B backlog. Assuming they hit the mid-point of the revenue guidance in CY25 and flat system revenue for [----] they seem to have to a 60% coverage for CY26 already. For EUV they already secured full coverage through [----] and 90% coverage for DUV. Probably need 3.4B order per quarter for the next [--] quarters to have at least flat system revenue for '26"
X Link 2025-07-15T17:03Z 14.3K followers, 17.6K engagements

"- 53.7% GM vs 50-53% guidance driven by a rich mix of NXE:3800 and one-offs; 2H GM 50%; 4Q GM 49% - High-NA rev rec in 2H weighs on GM; [--] HNA customers - CY25 guidance of 30-35B remains intact; Mid-point secured but upside and downside possible"
X Link 2025-07-16T06:17Z 14.3K followers, [----] engagements

"- China stable and Taiwan grew 2x q/q ; Korea down -54% and US down -39% - 3Q25 revenue will decline -1% q/q & grow 2% y/y to 7.7B; GM: 50-53% - 2025/2030 revenue and GM targets intact. [----] Revenue: 30-35B; GM:51-53%; [----] Revenue: 44-60B; GM: 56-60%"
X Link 2025-07-16T06:17Z 14.3K followers, [----] engagements

"- Leading-edge logic to drive CY25 while memory to remain strong; once again highlights multi patterning to single EUV exposure trend in DRAM - ASML's logic revenue up 16% q/q while memory down 28%; its primary customer TSMC's revenue grew 19% q/q"
X Link 2025-07-16T06:19Z 14.3K followers, [----] engagements

"Gross margin strength (58.6%) continued despite FX headwind. Pricing power utilization and better cost structure likely helped. Multiple headwinds. N3 dilution N2 ramp overseas fabs inflationary costs utility rate hikes etc"
X Link 2025-07-17T06:03Z 14.3K followers, [----] engagements

"Guidance: Revenue: $31.8-$33B (8% q/q ; 38% y/y); GM: 55.5-57.5%; OPM: 45.5-47.5%; Maintains $38-$42B capex guidance"
X Link 2025-07-17T06:08Z 14.3K followers, [----] engagements

"3Q25 revenue affected by FX: [---] percentage points (+ve); 260bps GM impact (-ve)"
X Link 2025-07-17T06:13Z 14.3K followers, [----] engagements

"No change in customer behavior so far. China subsidies short-term upside to demand. Raises [----] guidance to 30% from earlier mid-20s %"
X Link 2025-07-17T06:15Z 14.3K followers, [----] engagements

"N2 ramp profile will be similar to N3. N2 constrained by capacity. Revenue contribution will be bigger vs N3 due to higher pricing"
X Link 2025-07-17T06:38Z 14.3K followers, [----] engagements

"N5 capacity tight and N3 even tighter. 85-90% toll commonality between leading-nodes. N7 capacity is used to support N5 demand. Also converting N5 to N3. Will continue to do so"
X Link 2025-07-17T06:42Z 14.3K followers, [----] engagements

"Too early for humanoids for this year and next year. Appears optimistic about future demand"
X Link 2025-07-17T07:05Z 14.3K followers, [----] engagements

"Summary - All-time-high quarter; FX utilization pickup pricing and AI demand drivers - Raises CY25 guidance to 30% vs prior 25% - No change in CY25 capex ($40B mid-pt) - N2 on track and will be more profitable vs N3 - 53% or higher GM target intact - Tight leading-edge capacity"
X Link 2025-07-17T07:23Z 14.3K followers, [---] engagements

"TSMC has been hinting at better profitability and similar ramp profile of N2 vs N3 for sometime. Yesterday's call reaffirmed that. 10nm and before nodes took 7-8 quarters to reach corporate average N7/N5 took 8-10 quarters and N3 takes 10-12 quarters. TSMC says N2 will go back to old days probably 8-10 quarters to hot corporate average GM"
X Link 2025-07-18T13:36Z 14.4K followers, 16.1K engagements

"ASML's backlog contracted by around 1.2B in 2Q25 with 1.4B cancellation from Chinese customers due to restrictions. China will still account for 25% of ASML's system revenue in CY25 (-28% y/y). ASML's exit China backlog of 8B+ should cover for the next five quarters through 3Q26 at current quarterly run-rate"
X Link 2025-07-19T16:19Z 14.4K followers, [----] engagements

"Ever since TSMC upgraded its structural GM target from 50% to 53% or higher in 4Q21 earnings call its GM never fell below 53%. The true test will come 2H25 especially in 4Q. As 4Q revenue comes down -10% q/q and NTD appreciation continues GM will face a test. Cost improvements mix and pricing will be key levers"
X Link 2025-07-20T16:21Z 14.3K followers, [----] engagements

"NXP 2Q25 - Revenue up 3% q/q & down -6% y/y to $2.83B - GM down by almost 400bps y/y to 53.4% - 3Q25 will grow by 8% q/q (mid pt guidance) at 56% GM - Except for mobile all end markets down q/q; Industrial mobile & comms better than expected"
X Link 2025-07-22T06:25Z 14.5K followers, 12.8K engagements

"- Core auto and industrial (78% of rev) still below 9% and 29% previous peaks respectively - DIO down by [--] days to [---] days after trending up for [--] straight quarters well above [---] days target - Channel inventory flat q/q at [--] weeks [--] week above the target - Except for Americas all other regions up q/q"
X Link 2025-07-22T06:26Z 14.3K followers, [----] engagements

"- CY25 revenue likely down by 4%; will have to grow at 15.2% for the next [--] yrs to hit IR day rev target -6-10% revenue growth target to $16B by 27; 57-63% GM target by 27; 8-12% revenue growth targets in core auto and industrial"
X Link 2025-07-22T06:28Z 14.3K followers, [----] engagements

"- GAA will grow strongly in CY25 despite customer capex changes; memory to remain healthy but lower than CY24; - Memory revenue to drop to 20% in CY25 from 25% of revenue in CY24; non-HBM sluggish - Correction in power/analog/wafer continued; no recovery in 2H"
X Link 2025-07-23T10:08Z 14.4K followers, [----] engagements

"- China will be high-20s of revenue; Earlier noted China revenue will be down to low-to-high 20s % in CY25 for ASMI; 2H China bookings and revenue to be lower vs 1H - Sees ALD and epi intensity growing in the next few DRAM nodes; ASML also noted increased EUV usage in next few DRAM nodes"
X Link 2025-07-23T10:08Z 14.4K followers, [----] engagements

"TI2Q25 - Revenue up 9% q/q and 16% y/y to $4.4B at 58% GM - All end-markets up y/y; Except auto all end markets up q/q - Tariff driven pull-ins especially in industrial and China - y/y rev growth for 2nd straight quarter after [--] straight quarters of decline; 3Q will grow y/y as well - Embedded up y/y after [--] quarters of negative growth"
X Link 2025-07-23T10:18Z 14.5K followers, [----] engagements

"STMicro 2Q25 -Calls Q1 as the bottom; auto and industrial both passed the low point in 1Q - Revenue up 10% q/q and 14% y/y to $2.76B; 3Q and 4Q revenue will grow as well - Auto and industrial will grow in 3Q and 4Q - After a challenging [--] SiC will grow in 26; China 13-14% of revenue"
X Link 2025-07-24T10:59Z 14.4K followers, [----] engagements

"- Days of inventory at [---] days vs [---] days in 2Q; will be down to [---] days in 3Q - 3Q revenue will grow at 15% q/q to $3.17B; flat GM; 4Q GM will grow on less underutilized capacity and better efficiency - $2-$2.3B capex guidance unchanged - General purpose MCU rev grows y/y again after a challenging period"
X Link 2025-07-24T10:59Z 14.4K followers, [----] engagements

"SK Hynix 2Q25 - Secured visibility on [--] HBM demand; but not yet saying sold out - Raising [--] Capex vs prior plan to meet HBM demand; incremental capex will go to HBM equipment - Potential upside from H20 - Revenue up 26% q/q and 35% y/y; tariff pull-ins drove bit shipments"
X Link 2025-07-24T11:03Z 14.8K followers, [----] engagements

"- HBM4 pricing will reflect cost increases - Sees sustained demand for HBM - M15X will open in 4Q25 and ramp in 26; HBM production focus - Yong-in Fab cluster Phase [--] completion in 2Q27 - No changes to China DRAM fab; current legacy DRAM crunch helps"
X Link 2025-07-24T11:04Z 14.4K followers, [---] engagements

"- HBM sales to double y/y in CY25 (no change) - HBM4 samples delivered in Mar - 1C node production in 2H and full-scale in [--] - DDR4 price spikes a short-term phenomenon - DRAM bit shipments up mid-20% vs low-teens % guidance; ASP up LSD% - Strong demand for legacy DRAM due to EOL; SD% of DRAM in [--] vs DD% last yr"
X Link 2025-07-24T11:05Z 14.4K followers, [----] engagements

"- Strong demand for legacy DRAM due to EOL; SD% of DRAM in [--] vs DD% last yr - NAND bit shipments up 70% q/q (vs 20% guidance); ASPs down HSD% - Sees NAND becoming more important in AI applications - 2Q NAND sales helped by China subsidies and hyperscaler and eSSD demand; reduced inventories for NAND - NAND is largely driven by consumer devices smartphone and PC - Emerging opportunity in NAND in inference data offload caching; demand to materialise in the next 2-3 yrs"
X Link 2025-07-24T11:07Z 14.4K followers, [----] engagements

"- $18B capex unchanged for CY25 - CY26 capex to be above maintenance capex of $9B but $18B -A lot of equipment still sits in bubble wrap - Net capex will go down to $1.9B in 2H from $7.6B in 1H; 47% capital offset at the mid-point of $8-$11B net capex for CY25"
X Link 2025-07-25T10:31Z 14.4K followers, [----] engagements

"- Lip-Bu is not aligned with Pat on Shell-first strategy; sees Pats investments since [----] excessive; $50B assets in construction; in digestion mode - Ties 14A capacity built up with customer commitments; in line with TSMCs approach; this is something Intel has ben messaging for some time - 14A process R&D will continue but Intel doesnt guarantee it will reach mass production without satisfactory yield performance and customer commitment"
X Link 2025-07-25T10:34Z 14.4K followers, [----] engagements

"- 18A variants will run the show for client and server CPU for next [--] yrs - Takes Samsungs approach of ramping internal products first on nodes to attract external customers - 18A will be a tailwind for foundry GM next year as Intel transitions from margin-dilutive Lunar Lake to Panther Lake"
X Link 2025-07-25T10:35Z 14.4K followers, [----] engagements

"- While 14A pushes Intels potential customers in chicken and egg dilemma its importance cannot be overstated to the industry with wafer prices going north of $45k. - The success of 14A will be paramount to industry and it takes firm commitment from 1-2 Anchor customers"
X Link 2025-07-25T10:36Z 14.4K followers, [----] engagements

"- 14A will be in 2028-29 around same time as TSMCs A14 - 14A is developed as a foundry node out of the gate with external customer input involved; the intent is there to make 14A successful with strong foundations in terms of PDK EDA ecosystem support - Doesnt think 14A economical with Intel-only"
X Link 2025-07-25T10:38Z 14.4K followers, [----] engagements

"- Looks like Intel is positioning 18A as a long-lasting node like its 14nm; 18A will reach its peak in early 2030s a clear signal; eyeing external foundry business in 2nd 3rd and 4th waves of 18A - Germany and Poland investment scale back; Ohio remains as a fallback option if demand grows suddenly - Emphasis on yields a critical factor in margins and winning external business - 18A production started in Arizona Fab [--] in 2Q"
X Link 2025-07-25T10:41Z 14.4K followers, [----] engagements

"- tall order task in AI product pivot - Replacement demand in PC and server drove 2Q results - $17B and $16B OPEX targets for CY25 and CY26 - Intel [--] demand driven by Raptor Lake; Intel [--] (Meteor Lake) and Intel [--] (Granite Rapids) ramp in progress; Lunar Lake ramp in 3Q25 will affect GM due to its in-package memory config - Product margins are contingent on pricing power cost structure and fab efficiency; Product team will use internal and external foundry sources - Revenue up 2% q/q and 1% y/y to $12.9B at 27.5% GM; - 3Q guidance: $13.1B revenue at 34.1% GM; Foundry will be down q/q while"
X Link 2025-07-25T10:42Z 14.4K followers, [----] engagements

"ASMI's GAA orders growth took a pause in 2Q25 after 6-7 quarters of growth. The company insists its due to timing not due to weakness and will pick up in 3Q. ASMI implies while TSMC will invest it will unlikely to absorb all of the GAA capacity left by Intel & Samsung in '26 but in '27 likely. With Intel's reduced capex it has to go somewhere"
X Link 2025-07-26T10:55Z 14.5K followers, 13.3K engagements

"Assuming Tesla backlog of $16.5B+ for Samsung Foundry starts in [----] (post SF2A availability in '27) that would be $2.75B per year through [----]. Intel too in fact had an undisclosed large prepayment for 18A in 3Q23 and even claimed [--] external customers in [----]. But now talking about very little 18A external revenue in the 1st wave. Backlog can be cancelled as customer plans change. Cannot read much into it. Some foundries like GlobalFoundries maintain tight non-cancellable long-term agreements. That's a different case"
X Link 2025-07-28T14:42Z 14.6K followers, 11.3K engagements

"MediaTek 2Q25: Revenue up 3% q/q & 22% y/y to $4.8B. GM of 49.1% above the high-end guidance of 48.5% (despite 3nm ramp). Likely driven by flagship smartphone chips and smart edge segment"
X Link 2025-07-30T06:48Z 14.6K followers, [----] engagements

"- GM upside driven by one-off LTA (1.9 percentage points). Every 1% appreciation of TWD means 0.2% GM impact 0.25% OPM impact to MediaTek"
X Link 2025-07-30T07:05Z 14.6K followers, [---] engagements

"Qorvo QJun25 - 10% content growth at Apple this year (in line with expectation); Qorvo has exclusive envelope tracker slot in Apple modem platforms - Apple 41% of revenue in QJun; For now no change in Apple rev forecast for FY26 (flat to slightly up); Sees Apple as multi-year content opportunity; Modem transition at Apple a positive development for QRVO - Revenue down -6% q/q and -8% y/y to $819M; QSep to grow 25% q/q - $240M Android revenue down 18% y/y; China slightly below $100M"
X Link 2025-07-30T11:13Z 14.5K followers, [----] engagements

"- Samsung content gains in Fold/Flip devices; but implies no content bump in next years S26 - Cellular group will decline SD% in FY26; Sensor group to grow LSD% vs 10-12% guidance; Analog group will grow strong DD% - UWB 3rd largest area of investment - Fab closures and exit from low margin businesses to tighten GM"
X Link 2025-07-30T11:13Z 14.5K followers, [----] engagements

"Tokyo Electron 2Q25 - WFE underperformance play - Unlike Lam TEL is bit cautious on WFE investment with Intel/Samsung capex cuts cautious NAND spent China scale back DDR5 transition delay HBM investment delay due to yield improvements - China holding up well; 39% revenue from China in QJun down from 44% in QMar"
X Link 2025-07-31T13:01Z 14.6K followers, [----] engagements

"- CY25 WFE forecast revised to $115B from $110B (FX) - revenue down -16% q/q and -1% y/y; 46.2% GM; FY26 revenue will grow 7% y/y - SPE revenue down -22% q/q; TEL to underperform WFE in CY25"
X Link 2025-07-31T13:02Z 14.5K followers, [----] engagements

"Samsung 2Q25 - Semi revenue up 15% q/q and down -4% y/y to $20B; OPM down for 4th straight quarter; inventory value adjustments in memory and one-off costs in non-memory affected OP - Q/Q Semi sales driven by foundry HBM and DDR5 - HBM bit shipments up 30% q/q; 80% of it HBM3E"
X Link 2025-07-31T13:03Z 14.5K followers, [----] engagements

"- Conventional DRAM and HBM3E margins narrowed due to legacy DRAM pricing strength - acknowledges that for HBM3E supply has grown faster than demand; expected to impact market prices - EOL driven pricing strength in legacy DRAM in 2Q - DRAM bit shipments up low-teens % q/q ; ASP up LSD % q/q - DRAM inventory decreased to below normal level - DRAM bit shipments to grow HSD% q/q in QSep - Focus on high-density LPDDR5 LPDDR5x server and DDR5 RDIMM"
X Link 2025-07-31T13:04Z 14.5K followers, [---] engagements

"- NAND bit growth up by high-20s % q/q while ASP down by low-to-mid-single-digit % - NAND bit supply to grow MSD % in QSep - primarily driven by a significant improvement in server SSD demand - Demand for NAND is expected to remain strong in 2H - Rally in NAND pricing is expected to begin in 3Q - Accelerate node conversions from V6 to V8 to improve cost competitiveness"
X Link 2025-07-31T13:04Z 14.5K followers, [---] engagements

"- $7B semiconductor capex down from $7.5B in QMar - Foundry capex will likely decline in CY25; Memory capex to remain same in CY25 - Foundry up q/q driven by 3nm product ramp and strong demand from key customers in US and China - lower fab utilization at mature nodes weighed on profits - 2nm production in 2H; Exynos [----] in S26 in 1H26 - Taylor fab operational from 26; $16.5B Tesla order - Taylor fab capex growth in 26"
X Link 2025-07-31T13:05Z 14.5K followers, [---] engagements

"Lam Research QJun25 CY25 to be even in 1H and 2H vs 1H weighted expectation; GM strength (50%); China uptick due to multinationals; $5B incremental WFE in CY25 due to China uptick; upgrades CSBG revenue estimate to be slightly up from flattish expectation; share gains in foundry/logic NAND upgrades momentum ALD moly conductor etch in DRAM gains; advanced packaging/HBM tool momentum; tariffs to hit QDec"
X Link 2025-07-31T13:18Z 15.1K followers, [----] engagements

"- Raises CY25 WFE outlook to $105B from $100B driven by uptick in domestic China spending; 90% of incremental spent driven by multi nationals q/q - Across WFE universe China upside visible (ASML and ASMI flagged this as well) - No guidance of [--] WFE but sees Lam outperforming - Sees SAM going up to high-30s %"
X Link 2025-07-31T13:19Z 14.6K followers, [----] engagements

"- NAND high-aspect ratio etch with Cryo (Vantex) and DRAM conductor etch (Akara) momentum; multiple wins at a DRAM customer - Foundry is the biggest sector for [--] straight quarters; leading-edge and China mature node traction - China revenue contribution at 35% in QJun vs 31% in QMar; Absolute China revenue up 24% q/q driven by multinationals and domestic"
X Link 2025-07-31T13:20Z 14.5K followers, 20.4K engagements

"- Maintains $100B WFE outlook for CY25; no change like TEL and Lam - Sees KLA outperforming MSD% WFE growth in CY25 - Early discussions suggest [----] to be a growth year for WFE - Process control (PC) intensity in AP has grown from 1% in [----] to 5-6%"
X Link 2025-08-01T10:07Z 14.5K followers, [---] engagements

"- HBM adds 200bps of PC intensity in DRAM vs pre-EUV driven by large dies and higher reliability requirements - 6-8 month lead times for long-standing customers and 2-3 months for the packaging business - PC intensity going up due to more number of leading-edge designs from multiple vendors and foundries and larger die sizes"
X Link 2025-08-01T10:08Z 14.5K followers, [----] engagements

"- Believes it can achieve its $14B revenue target for [----] without needing a $125B WFE market - KLA's share of WFE is now approaching 8% up from an earlier assumption of 7.25% of by [----] - QSep revenue will be down -1% q/q and up 11% y/y to $3.15B at 62% GM - CY25 GM will be 62.5%"
X Link 2025-08-01T10:09Z 14.5K followers, [----] engagements

"Infineon QJun25: Near flat y/y growth in QJun after [--] quarters of y/y decline. Auto down y/y for [--] straight quarters while industrial and consumer down y/y for [--] straight quarters. Industrial inventories reaching normal but cautious on aggressive inventory depletion in auto. Robust AI demand in Power and Sensor Systems (PSS) segment. Reiterates 600M AI server revenue in FY25 and 1B in FY26"
X Link 2025-08-05T10:29Z 15.2K followers, [----] engagements

"Order backlog shrinks to 18B. Used to be 40B+ in FY22. Capex down by 100M vs prior expectations for FY25 (2.2B). FY25 rev will be down by 2% to 14.6B. Segment margin for FY25 raised to the high teens from the mid-teens percentage expectation. Less than expected tariff impact in QSep"
X Link 2025-08-05T10:35Z 14.6K followers, [----] engagements

"Navitas doubles down on AI DC power. Sees $2.6B TAM in AI DC power (3-stages: grid to 800V; 800V-48V; 48v-AI processor). Revenue ramp from '27. Near term turbulence due to mobile product rationalization and DC product development"
X Link 2025-08-05T10:39Z 14.6K followers, [----] engagements

"AMD 2Q25 - Revenue up 3% q/q and 32% y/y to $7.7 (above mid pt guidance) - Except DC all end markets up q/q in QJun - All-time-high quarter for PC CPU and server CPU - Export controls affected DC GPU sales; down y/y and q/q - DC revenue down 12% q/q and up 14% y/y to $3.2B; incremental revenue driven by server CPU; momentum in Cloud and Enterprise segments - Strong DD% q/q DC growth in QSep - MI35x launch and broad adoption; Oracle 27k MI355 cluster - MI400 on track for [----] launch; high customer interest large scale deployments; rack-scale (Helios); [--] GPU - MI308 will ship once licenses"
X Link 2025-08-06T10:09Z 14.6K followers, [----] engagements

"Qualcomm's Android chip revenue on track to grow 15% for the second straight year. Going forward an important metric as its Apple chipset revenue shrinks. While MediaTek outgrew Qualcomm in flagship tier its mainstream weakness kept the gap between the two consistent. Qualcomm has 2x lead over MediaTek in Android. Both companies are off their peaks but outgrowing smartphone unit growth by a good margin"
X Link 2025-08-10T12:29Z 14.7K followers, [----] engagements

"CEVA a baseband DSP IP provider has featured in Apple C1 5G modem and expects its 2H smartphone royalty to grow due to Apple's new iPhone [--] line up. Earlier Qualcomm guided iPhone [--] lineup will have 30% internal modems. CEVA however maintained its LSD% growth guidance for CY25 (revised down from HSD% in May)"
X Link 2025-08-12T09:26Z 14.7K followers, [----] engagements

"Microchip flags OSAT supply shortage due to AI/DC and new iPhone builds consuming most of the capacity. That's even with only 30% outsourcing in back-end. This has led to lead time stretch for MCHP products. The company is advising its clients to give 12-16 week of visibility (with [--] days window to cancel) vs current lead times of 6-10 weeks"
X Link 2025-08-13T12:02Z 14.7K followers, [----] engagements

"MCHP has had a bad ending with its its previous PSP (Preferred Supply Program) which left it and its customers with huge inventory. PSP is now abandoned but the latest lead time visibility stretch needs to be taken cautiously"
X Link 2025-08-13T12:05Z 14.6K followers, [----] engagements

"AMAT QJul25 - Semi System revenue up 3% q/q and 10% y/y to $5.4B; QOct will be down by -13% - China and leading-edge weakness flagged; GAA stronger than anticipated DRAM and NAND multinational investments in China drove Semi Systems - China in digestion mode"
X Link 2025-08-15T09:56Z 14.7K followers, [----] engagements

"- FinFET to GAA transition increases AMAT opportunity by 30% for equivalent capacity - Reduce GAA revenue forecast for FY25 by 20% to $4.5B - GAA capacity to grow from current 100k to 300k wspm over time"
X Link 2025-08-15T09:57Z 14.7K followers, [----] engagements

"- China contribution went to 35% in QJul from 25% in QApr but will be down to 29% in QOct - Ex-China DRAM to grow 50% y/y in FY25 (vs 40% expectation) - Sees DRAM as a sustainable trend; FY25 expected to be a record year for DRAM - Customers are taking longer to commit to orders shortening the visibility window"
X Link 2025-08-15T09:58Z 14.7K followers, [----] engagements

"WFE companies (top-5) had $1.26B incremental China revenue sequentially in 2Q25. Except TEL rest grew their China revenue q/q. 2Q bump is attributed to multi nationals and timing. AMAT says 1QC25 or 3QC25 levels are indicative of China for the next several quarters"
X Link 2025-08-17T12:26Z 14.7K followers, [----] engagements

"TSMC's Fab [--] which brings tens of billions of dollars of revenue (N5/N3) steadily grew in terms of no of customers. From [--] customers in [----] to [--] customers in [----]. While Apple is a leading customer there are now dozens of leading-edge customers with 100s of tape-outs"
X Link 2025-08-22T14:56Z 14.8K followers, [----] engagements

"AMAT's TSMC revenue q/q growth was just 2% in 3QF25. China revenue grew 44% q/q. TSMC and China account 70%+ AMAT's foundry/logic system revenue. Both are now problematic for the company with reduced China and GAA demand"
X Link 2025-08-23T16:29Z 14.8K followers, 12.3K engagements

"- Blackwell up 17% q/q; Blackwell revenue as % of compute up from 70% in 1Q to 83% in 2Q; Hopper up q/q; - China down -50% q/q; Ex H-20 China revenue up 3x q/q - China $50B opportunity (growing at 50%) - Sovereign AI revenue to be $20B (2x y/y) in FY26 - Spectrum-X Ethernet annualised run-rate $10B (1/3rd of networking)"
X Link 2025-08-28T10:33Z 14.8K followers, [----] engagements

"US revenue up 13% q/q. Singapore up 13% (22% of revenue)"
X Link 2025-08-28T10:34Z 14.8K followers, [---] engagements

"- AI not yet 50% of DC; DC 75% of corporate; within DC 75%+ from custom and optics; 90% of DC from custom and cloud - No update on AI revenue run-rate - 20% share target of $94B DC TAM ($55.4B XPU TAM) - 18+ custom sockets with 10+ customers; 50+ in pipeline (AI day) - Last disclosed DC split: 50% optics 25% custom 25% storage switching and security"
X Link 2025-08-29T10:52Z 14.8K followers, [----] engagements

"- Like Broadcom Marvell folds non-AI into a single segment; but non-AI has higher margins and its recovery could help GM; Custom ASIC is GM dilutive but OPM accretive - Networking and carrier combined revenue up for 5th straight quarter but 51% below the previous peak; target to hit $2B annual run-rate for the combined two; will grow 30% q/q in 3Q"
X Link 2025-08-29T10:53Z 14.8K followers, [----] engagements

"AMAT is in a tough place with respect to China. Admits share losses due to export controls. AMAT sees [--] ways of China evolution: pivot to local players multinationals addressing China demand and potential export control changes. Insists no share loss in DRAM and leading-edge"
X Link 2025-08-30T11:35Z 14.9K followers, [----] engagements

"GloFo did a wafer price reduction deal with a major smartphone customer (likely QCOM) in 2Q. QCOM is the top [--] customer for GloFo. The deal is good for QCOM and GloFos utilization rates which are stuck at low 80s"
X Link 2025-08-31T17:21Z 14.9K followers, [----] engagements

"Broadcom QJul25 - Semiconductor revenue up 9% q/q and 26% y/y to $9.2B; 67% GM and 57% OPM - AI semi revenue up 18% q/q and 68% y/y to $5.2B+: [--] straight quarters q/q growth; Will grow again in QOct; $800M incremental q/q AI revenue - New & 4th XPU customer $10B XPU order for AI racks; deliveries to start and end in 3QF26; this was not counted before in [--] forecast"
X Link 2025-09-05T13:00Z 15K followers, 36.5K engagements

"KLA doubles down on its messaging of process control intensity growing due to increasing leading-edge design starts. Hyperscaler ASICs good for its business"
X Link 2025-09-06T11:35Z 14.9K followers, [----] engagements

"Synopsys QJul25 - Revenue up 8.4% q/q and 14% y/y to $1.74B - EDA up 11% q/q while IP down -11% q/q - IP underperforms; Guides IP will be muted in FY26 - SNPS developed IP for a foundry and expected revenue in 2HFY25; but revenue didnt come (likely Intel)"
X Link 2025-09-10T09:52Z 15.2K followers, [----] engagements

"Synopsys admits it missed the magnitude of China and Intel miss in the same quarter. While guiding '26 will be a muted year for IP the company retained its mid-teens IP revenue guidance for '27. IP has been growing at a faster rate than EDA though it's a quarter of revenue"
X Link 2025-09-11T08:11Z 15.3K followers, [----] engagements

"Lam sees capital intensity per wafer unit output (think of it like $ per 10k wafers) keeps going up in foundry logic NAND and DRAM. Lam indicates it will outperform the WFE market in '26. NAND upgrades and share gains in leading-edge logic and DRAM"
X Link 2025-09-11T09:21Z 15.1K followers, 12.6K engagements

"SanDisk is one of the first companies to implement price hikes and flag NAND supply constraints. The company earlier forecasted NAND demand 'very low double-digits' and mid-to-high double-digits in [----] outpacing supply. The sustained undersupply will drive price increases. FY26 capital intensity will be slightly above the mid-teens model driven by BICS [--] ramp. Despite higher bits per wafer on new nodes cost per bit is growing forcing SanDisk to look for capital-efficient ways. Lam is either way a winner given its outsized presence in NAND WFE upgrades"
X Link 2025-09-16T13:39Z 15K followers, 14.9K engagements

"In semicap top-5 have long had swim lanes. But increasingly AMAT and Lam encroaching each other's turf as Lam doubles down on DRAM and foundry/logic traditional areas of strength for AMAT. While NAND high aspect ratio etch is an area of strength for Lam AMAT is strong in DRAM conductor etch an area Lam is attacking with Akara tool to prepare for 4F2 and 3D DRAM"
X Link 2025-09-19T15:54Z 15.2K followers, [----] engagements

"TIs embedded division accounts for around 20% of revenue but 80% of Embedded is outsourced to external foundries vs 20% overall company. TI is looking to bring all that with $15B Lehi fab. Admits TI has been in share loss mode in Embedded since [----]. Focus on 28nm to 135nm. Could hit UMC and TSMC mature node"
X Link 2025-09-20T17:04Z 15.1K followers, [----] engagements

"ASMI Investor Day 2025: - [----] revenue is revised towards the low end of 3-3.6B vs '23 IR day; lower end of 10-20% y/y growth vs 24; ASMI already implied this in recent earnings; 2H25 to decline 5-10% vs 1H25; orders and China revenue decelerated in recent quarters - 15% WFE CAGR between [----] and 2030; $155B WFE by 2030"
X Link 2025-09-23T15:36Z 15.3K followers, [----] engagements

"Micron QAug25 - Revenue 22% q/q and 46% y/y to $11.3B at 45.7% GM; QNov guidance: $12.5B rev at 51.5% GM - HBM revenue $2B; $5.5B+ HBM rev in FY25 - Implied HBM GM in 4QF25: 59% - On track to have its HBM market share align with its overall DRAM market share in 3QC25 - CY26 HBM share to be higher vs CY25"
X Link 2025-09-24T08:57Z 15.3K followers, 13.4K engagements

"- Quells reports of lower pin speed due to internal base die usage in HBM4 - External (TSMC) base die process in HBM4E/2027 ramp - HBM4E will have standard and custom/expects custom to carry high GM - claims its HBM4 is the highest-performing product in the industry/2.8 TB/s bandwidth and 11Gbps pin speed"
X Link 2025-09-24T08:58Z 15.3K followers, [---] engagements

"- HBM4 will be on 1-beta; front-end fungibility to manage its product mix between HBM and non-HBM DRAM based on ROI - [--] HBM customer customers vs [--] in 3QF25 - production shipments of HBM4 are planned for 2QC26; ramp in 2HC26 - expects the HBM business to have a higher ROI through the cycle compared to the rest of the DRAM portfolio"
X Link 2025-09-24T09:00Z 15.3K followers, [---] engagements

"- HBM4 product will have a higher cost than HBM3E and its selling price will be "meaningfully higher." - During supply tightness periods it is possible for non-HBM DRAM profitability to meet or even exceed HBM profitability. This is viewed as a positive outcome - Singapore back-end HBM supply in [----] - 12-high HBM3E yields to maturity significantly faster vs previous 8-high HBM3E"
X Link 2025-09-24T09:00Z 15.3K followers, 19.7K engagements

"- DRAM revenue up 27% q/q; DRAM bits shipments up low teens %+ while ASPs up LDD% q/q - DRAM supply tight already today and getting even tighter moving into CY26 - DRAM bit demand growth forecast for CY25 has been raised to the high-teens percentage range (same as before but high-teens has range) - own bit supply growth for non-HBM DRAM in CY25 to be below demand growth"
X Link 2025-09-24T09:03Z 15.1K followers, [---] engagements

"- DRAM margins are now higher than their previous peak in mid-2022 - 1st in the industry to ship its 1-gamma DRAM node - 1-gamma will be the primary source of Micron's bit supply growth in FY26 - sole supplier of LPDRAM for NVIDIA's GB-product family"
X Link 2025-09-24T09:09Z 15.1K followers, [---] engagements

"- NAND revenue up 5%% q/q; bit shipments down MSD% while ASP up HSD - NAND market is improving and getting tighter though it is not yet as tight as the DRAM market - expected to continue strengthening into CY26 - HDD shortages are forcing hyperscalers to use more NAND SSDs an additional tailwind - NAND bit demand growth forecast for CY25 has been raised to the low- to mid-teens percentage range from prior LDD% - Slower ramp of new nodes capex cut and reduced wafer starts in NAND to manage supply demand balance - Mid-term NAND bit growth guidance: mid-teens"
X Link 2025-09-24T09:10Z 15.2K followers, [---] engagements

"- 10% growth in server vs prior MSD% estimate and MSD% in PC vs prior LSD% in CY25; non-AI server demand - LSD% mobile unit growth in CY25 (no change) - AI driven growth memory growth across end markets - Demand strengthened in auto industrial and embedded markets"
X Link 2025-09-24T09:11Z 15.2K followers, [----] engagements

"- $8.4B inventory; [---] days of inventory (-15 days q/q) - DRAM inventory below target - NAND inventory days improved q/q in 4Q - 1Q26 DOI to remain at or improve from 4Q levels"
X Link 2025-09-24T09:12Z 15.1K followers, [----] engagements

"HBM is supposed to make the memory industry more rational but the industry is deeply reliant on supply-demand dynamics. Micron's comments on non-HBM could be more profitable than HBM in times of supply crunch is a good example"
X Link 2025-09-27T11:10Z 15.2K followers, [----] engagements

"Gross margin strength (59.5%) held up well despite FX jitters. Pricing power utilization and cost structure powered GM. Multiple headwinds. N3 dilution N2 ramp overseas fabs inflationary costs utility rate hikes etc"
X Link 2025-10-16T05:57Z 15.5K followers, [----] engagements

"Qualcomm has come a long way in WiFi and RF Front End (RFFE) segments in the last 3-4 years. 5G/4G RFFE controller is interesting. Challenge to Broadcom Skyworks Qorvo etc"
X Link 2018-01-09T07:59Z 10K followers, [--] engagements

"- Expects C27 to be strong as well; customers providing multi-year visibility - In [----] sees fastest growth in Leading-edge Logic DRAM (HBM) and Advanced Packaging (AP); NAND expected to grow modestly in C26 (mostly upgrades) but remain 10% of WFE; ICAPS expected to be flat y/y globally and in China - Claims #1 position in GAA; targeting 50% share in GAA wiring and backside power - Within AP fastest growing segments in '26 are HBM and 3D chiplet stacking; AMAT #1 in HBM packaging; seeing shift to larger substrates for GPU/memory integration"
X Link 2026-02-13T12:27Z 17.3K followers, [----] engagements

"- Record DRAM revenue in Q1 an area of strength for AMAT for a long time; HBM requires 3-4x more wafer starts per bit than standard DRAM; share gains expected in 6F and 4F transitions - NAND expected to be 10% of total WFE in '26; growth is modest and driven by upgrades - Leading-edge capacity essentially full with pricing power; customers ramping FinFET and GAA simultaneously (TSMC N3 and N2 expansions) - Sees leading-edge and DRAM clean room space exhausted for the year; HBM4 transition expands wafer start trade ratio to 4:1 - AI build-out accelerating semi industry to $1T revenue sooner"
X Link 2026-02-13T12:28Z 17.3K followers, 52K engagements

"Amkor 4Q25 - Revenue down -5% and up 16% y/y to $1.89B at 16.7% GM; QMar to decline -13% (better than seasonal decline) - 200% higher capex for 26; CapEx guidance for $2.5-3B for [----] (65-70% for facilities 30-35% for equipment) - high [----] CapEx reflects front-loaded construction costs for Arizona and a 40% increase in equipment spend for advanced packaging in Korea/Taiwan - Arizona campus construction underway (Phase [--] of $7B total investment) - Korea capacity expanding 20% by end of 2026"
X Link 2026-02-10T12:33Z 17.3K followers, [----] engagements

"- Comms and Auto up DD% y/y in 1Q26 while consumer down; Computing up 6% - In CY26 Computing expected to grow 20% (AI) while Advanced packaging (HDFO 2.5D) revenue expected to nearly triple - Two additional HDFO programs in final qualification for AI DC launching 2H26 - Growth across all end markets expected in 26"
X Link 2026-02-10T12:34Z 17.3K followers, [----] engagements

"CPUs are Back: The Datacenter CPU Landscape in [----] RL and Agent Usage Context Memory Storage DRAM Pricing Impacts CPU Interconnect Evolution AMD Venice Verano Florence Intel Diamond Rapids Coral Rapids Arm Phoenix + Venom Graviton [--] Axion. https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu"
X Link 2026-02-10T02:21Z 60.7K followers, 92.4K engagements

"RT @rwang07: 1) My first contribution to the @SemiAnalysis_ newsletter and more to come in the future. We outline our view on this memo"
X Link 2026-02-07T09:58Z 17.3K followers, [--] engagements

"1) My first contribution to the @SemiAnalysis_ newsletter and more to come in the future. We outline our view on this memory supercycle examine prior cycles to identify where history rhymesand where it doesntand highlight the key factors investors need to understand in this cycle and how it is likely to evolve. Ofc we also dive deep on this memory supercycle causes implications challenges etc. Of course we offer good data in there as we always do (and even more if u get the chance to access to our different model offerings). Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a"
X Link 2026-02-07T01:01Z 25.9K followers, 47K engagements

"Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Prices are doubling again Supercycle is bigger and could last longer than you think. https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades"
X Link 2026-02-06T17:48Z 60.7K followers, 99.4K engagements

"- Microcontroller & analog flat q/q while networking DC FPGA and licensing drove growth - Ex-inventory and underutilization charges GM65% in QDec - Lead times bouncing off bottom (historically 4-8 weeks)"
X Link 2026-02-06T08:09Z 17.3K followers, [----] engagements

"- Flags capacity constraints in substrates subcontracting capacity and advanced foundry nodes - Channel and customers' inventories running low - [---] days of inventory at QDec end vs [---] days in QSep - Pricing environment improving - Memory business gaining significant share as competitors shift capacity to HBM; multi-year sustainable opportunity https://twitter.com/i/web/status/2019684803021533335 https://twitter.com/i/web/status/2019684803021533335"
X Link 2026-02-06T08:09Z 17.3K followers, [----] engagements

"CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://open.substack.com/pub/semianalysis/p/claude-code-is-the-inflection-pointr=3vocpk&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/semianalysis/p/claude-code-is-the-inflection-pointr=3vocpk&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-05T18:58Z 28K followers, 34K engagements

"RT @dylan522p: 4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory we believe that Claude C"
X Link 2026-02-06T02:48Z 17.3K followers, [---] engagements

"4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory we believe that Claude Code will be 20%+ of all daily commits by the end of [----]. While you blinked AI consumed all of software development. Read more 👇 https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point Claude Code is the Inflection Point What It Is How We Use It Industry Repercussions Microsoft's Dilemma Why Anthropic Is Winning. https://t.co/VIuF5Qohf5 https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point Claude Code is the Inflection Point What It"
X Link 2026-02-05T19:17Z 111.2K followers, 1.1M engagements

"Claude Code is the Inflection Point What It Is How We Use It Industry Repercussions Microsoft's Dilemma Why Anthropic Is Winning. https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point"
X Link 2026-02-05T19:05Z 60.7K followers, 916.5K engagements

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