@jukan05 Jukan
No specific information about "Jukan" was found in the provided tweets. However, the conversation seems to be about the tech industry, with topics such as AI, semiconductor companies, and memory technology. Key players mentioned include Samsung, SK Hynix, NVIDIA, and AMD, discussing their latest developments and market trends.
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Social Influence
Social category influence technology brands #7636 stocks #1634 finance #2139 countries 12.74% currencies 6.78% financial services #34 automotive brands 1.63% fashion brands 1.08% travel destinations 1.08% celebrities 1.08%
Social topic influence ai #2719, samsung #241, in the #6292, china #1097, dram #57, open ai #3187, $googl #3061, market #857, target #623, company #285
Top accounts mentioned or mentioned by @grok @alex_intel_ @treasureh8nter @tshirtnjeans2 @aleabitoreddit @thomasl03031809 @k2kcr2isle93343 @jp_money_95630 @analysisop @majorocelot45 @hamsarris6 @zephyrz9 @tbu12345678 @bullishmostly @superhoogie @markosaaig @bigbrain99999 @firstadopter @kairospraxis @edwarddigi
Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Intel Corporation (INTC) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Goldman Sachs (GS) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Sandisk Corporation (SNDK)
Top Social Posts
Top posts by engagements in the last [--] hours
"Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://www.ctee.com.tw/news/20260212700075-430501 https://www.ctee.com.tw/news/20260212700075-430501"
X Link 2026-02-11T23:12Z 70.4K followers, 24K engagements
"Rumor: Starting with TPU v8 Google will no longer use HBM The incident was triggered by the global capacity shortage of HBM which will be unable to meet AI growth demands over the next [--] to [--] years. At the same time traditional HBM is limited by its design of being fixed on the motherboard resulting in a capacity ceiling. Accordingly Google will develop a new solution to be launched in [----]. The physical form involves removing HBM and establishing independent DRAM memory cabinets (containing [----] Trays) dynamically allocating memory through photonic technology. This technology deconstructs"
X Link 2026-02-02T06:59Z 70.4K followers, 331.8K engagements
"China's CXMT and YMTC to massively expand memory output amid global crunch - According to reporting by Nikkei Asia Chinas two major memory manufacturers view the global supply shortage as an opportunity for emerging players to catch up and are embarking on record-level aggressive capacity expansions. The increased production volume is highly likely to be used primarily to meet domestic demand within China. - ChangXin Memory Technologies (CXMT) Chinas largest DRAM maker is currently expanding its Shanghai plant. Upon completion its total production capacity is expected to be two to three times"
X Link 2026-02-03T07:57Z 70.4K followers, 202.7K engagements
"The Big [--] memory companies are basically extorting money at this point. They're refusing to honor the prices from previously signed contracts and are pressuring people to pay according to current market prices lol Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices are now transforming supply contract practices. Contract durations are shifting from long-term to short-term and a "post-settlement" concept reflecting market prices has emerged https://t.co/goDS6cxTnO Memory Big [--] Change Contract Practices Post-Settlement Pricing Emerges Rising memory prices"
X Link 2026-02-06T04:32Z 70.4K followers, 105.3K engagements
"Why Did Samsung Only Receive 20% of Nvidia's HBM4 Allocation- Hankyung Samsung Electronics is set to begin mass production and shipment of HBM4 (6th-generation High Bandwidth Memory) to Nvidia this month an industry first. However Samsung's share of Nvidia's total HBM4 demand is reportedly only in the "mid-20%" range. Samsung's HBM4 boasts the industry's highest performance (operating speed of [----] gigabits per second) and was the first to pass the quality (qual) test. So why is Samsung's projected share of Nvidia's allocation still behind SK hynix (mid-50% range) which is still undergoing"
X Link 2026-02-09T02:02Z 70.4K followers, 106.1K engagements
""Samsung Expected to Turn Non-Memory Business Profitable Next Year" Kiwoom Securities Kiwoom Securities forecast on the 10th that Samsung Electronics' non-memory division "will return to operating profit next year" maintaining a 'Buy' rating and a target price of [------] won. Analyst Park Yu-ak of the firm said "Yield improvements in the 2nm second-generation (SF2P) process to be used for the Exynos [----] growing customer demand for cost reduction and improved benchmark performance will lead to greater market share for the Exynos 2700." He added "The Exynos [----] will enter full-scale mass"
X Link 2026-02-10T03:02Z 70.4K followers, 47.1K engagements
"Samsung's HBM4 Quality Testing on Track When Will SK Hynix Follow Samsung Electronics will begin shipping High Bandwidth Memory [--] (HBM4) next week. If everything proceeds as planned this will be the industry's first mass-production shipment. All volumes delivered to clients to date have been at the sample stage. Despite this SK Hynix is expected to maintain its advantage through the 6th-generation HBM4. SK Hynix is also expected to deliver within the first quarter. However starting with the 7th-generation HBM4E the situation could potentially reverse. According to industry sources on the 9th"
X Link 2026-02-10T07:10Z 70.4K followers, 16K engagements
"Im not sure if saying something bad about Micron really deserves death threats. Im not gonna get shot and killed if I go to San Jose right"
X Link 2026-02-11T23:20Z 70.4K followers, 25.3K engagements
"Damn Im jealous of you rich folks. While Im stuck holding AMAT VNETs stock just surged. Did anyone buy VNET based on what I said ByteDance reportedly increased its capex to RMB [---] billion this year. From my perspective $VNET looks poised to benefit significantly from this. https://t.co/bslzCf4OT5 ByteDance reportedly increased its capex to RMB [---] billion this year. From my perspective $VNET looks poised to benefit significantly from this. https://t.co/bslzCf4OT5"
X Link 2026-02-11T23:40Z 70.4K followers, 40.5K engagements
"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. We maintain our Buy recommendations on Samsung Electronics and SK Hynix. Kioxia FY3Q25 (CY4Q25) Review: Please Forget Last November's Disaster - Results were in line with consensus. The guidance was the surprise. The company issued guidance significantly above consensus creating a markedly different atmosphere from last"
X Link 2026-02-12T23:07Z 70.4K followers, 49.9K engagements
"https://www.bloomberg.com/news/articles/2026-02-12/openai-accuses-deepseek-of-distilling-us-models-to-gain-an-edgeutm_source=website&utm_medium=share&utm_campaign=copy https://www.bloomberg.com/news/articles/2026-02-12/openai-accuses-deepseek-of-distilling-us-models-to-gain-an-edgeutm_source=website&utm_medium=share&utm_campaign=copy"
X Link 2026-02-12T23:28Z 70.4K followers, [----] engagements
"I still have no idea who Rapidus's customers are. Besides once TSMC builds a 3nm fab in Kumamoto who would even want to use Rapidus Even Japanese domestic companies probably won't want to use Rapidus. https://t.co/w32bddUPq5 https://t.co/w32bddUPq5"
X Link 2026-02-12T23:51Z 70.4K followers, 36.3K engagements
"Morgan Stanley raises Kioxia target price to [-----] The firm significantly raised its CY2026 ASP growth forecast for Kioxia from +75% YoY to over +100% YoY with Q1 ASP expected to surge approximately 90% QoQ followed by an additional 10% QoQ increase in Q2. This suggests Kioxia has achieved a breakthrough in price negotiations with its key OEM customer implying that Apple will have to procure NAND at significantly higher prices than previously anticipated. Additionally Morgan Stanley sharply upgraded Kioxia's earnings outlook. For FY2027 (ending March 2027) the revenue forecast was raised from"
X Link 2026-02-13T04:00Z 70.4K followers, 21.1K engagements
"* The U.S. government has proposed banning U.S. government agencies from using products made by certain Chinese semiconductor companies including SMIC and CXMT"
X Link 2026-02-13T14:06Z 70.4K followers, 39.5K engagements
"Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump solving the issue of the camera bump appearing protruded. Source: Meritz Securities"
X Link 2024-12-26T06:10Z 69.9K followers, 57.9K engagements
"Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters Analysis by Mirae Asset Securities Korea Does this imply that cutting-edge LLM development no longer needs large-scale GPU clusters Were the massive computing investments by Google OpenAI Meta and xAI ultimately futile The prevailing consensus among AI developers is that this is not the case. However it is clear that there is still much to be gained through data and algorithms and many new optimization methods are expected to emerge in the future. Since DeepSeeks V3 model was"
X Link 2025-01-26T00:04Z 69.9K followers, 756K engagements
"Morgan Stanleys View on the DeepSeek Shock [--]. Semiconductors While DeepSeeks success is unlikely to alter semiconductor investment plans significantly there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment plans remain unaffected. DeepSeeks technology is impressive but major CSPs have not neglected to invest in such technologies. In fact much of what we consider groundbreakingsuch as training with FP8 multi-token prediction MLA custom PTX code and GRPO reinforcement learning frameworkseither originated with DeepSeek v-2 and"
X Link 2025-01-28T07:20Z 69.8K followers, 95.2K engagements
"Morgan Stanleys analysis is the best in the industry. Its data you wont find anywhere else"
X Link 2025-02-08T12:02Z 69.9K followers, 144.9K engagements
"DIGITIMES: Three proposals the United States has presented to TSMC. [--]. TSMC would build an advanced packaging facility in the US offering integrated services from wafer manufacturing to backend processing locally. [--]. Under a joint venture (JV) proposed by the US government TSMC along with several major companies would invest in Intels standalone foundry business and facilitate a technology transfer from TSMC. [--]. Intel would assume future packaging contracts from US customers that TSMC has secured leveraging Intels advanced packaging capabilities. Regarding the first proposal TSMC has"
X Link 2025-02-13T02:03Z 69.8K followers, 296.6K engagements
"Morgan Stanley: Despite ASICs Nvidia will continue to maintain a dominant market share. The ASIC category is neither superior nor inferior to commercial GPUsit is simply another means to achieve the same result. Over the past six months momentum in the AI sector has clearly shifted toward custom silicon. Nvidia has remained stagnant while AMD has performed sharply poorly. Nvidias $3 trillion market capitalization is supported by over $32 billion in quarterly AI revenue whereas AVGOs $1.1 trillion market cap is based on $3.2 billion in quarterly revenue. Clearly the market has judged that the"
X Link 2025-02-14T10:30Z 69.9K followers, 120.8K engagements
"Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it"
X Link 2025-03-05T14:16Z 68.7K followers, 47.4K engagements
"If this is real Ill be bowing to Beijing every day. The interferometer is looking good https://t.co/eDtJq123Iv The interferometer is looking good https://t.co/eDtJq123Iv"
X Link 2025-03-07T14:22Z 69.9K followers, 118.3K engagements
"DeepSeek officially announced that the news of R2 being released on March [--] is false"
X Link 2025-03-11T12:21Z 69.9K followers, 70.4K engagements
"The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order"
X Link 2025-03-24T03:55Z 69.8K followers, 113.8K engagements
"Due to NVIDIA shortening its GPU architecture upgrade cycle from two years to one year the depreciation of GPUs at big tech companies is accelerating sharply. NVIDIAs move is unwelcome for major tech firms such as Amazon Microsoft Google Meta and OpenAI. These companies have been buying NVIDIA GPUs in large volumes to build data centers and even planned to lease out any surplus GPU capacity as part of their strategy to stay ahead in the AI race. However the result has been a double blow: an increased depreciation burden coupled with a decline in asset values. Intensified competition has even"
X Link 2025-03-30T03:58Z 69.9K followers, 214.3K engagements
"30 Years After Jiang Zemins Visit to Ulsan: How China Swallowed the Shipbuilding Industry- Joongang ilbo One early winter day in November [----] a 71yearold senior Chinese official visited the Hyundai Heavy Industries shipyard in Ulsan. His eyes were drawn to Dock No. 3a millionton berth spanning the equivalent area of six football fields. Awaiting his inspection were six vessels: two 1500TEU container ships two 4200TEU container ships a bulk carrier and an oil tanker all ordered by Australian and Danish shipping lines. As he examined each ship in detail he repeatedly voiced his admiration."
X Link 2025-04-20T07:16Z 69.9K followers, 325.2K engagements
"China Attracts South Koreas Top National Scholars Building Research Institutes for Them JoongAng Ilbo Some of South Koreas most prominent national scholars have moved to Chinese universities. They are globally recognized authorities in basic research fields critical to advanced technologies such as semiconductors batteries and quantum science where global competition is fierce. While China locked in a tech supremacy race with the U.S. accelerates its R&D by attracting Koreas top scholars South Korea shows neither the will nor the strategy to retain its talent. According to industry and"
X Link 2025-04-26T02:53Z 69.9K followers, 102.7K engagements
"Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030"
X Link 2025-05-09T01:43Z 68.7K followers, [----] engagements
"🚨NVIDIA RAISES GPU PRICES BY 1520%"
X Link 2025-05-11T22:19Z 69.7K followers, 188.5K engagements
"Rumor: SMIC's N+2 yield is 50%. https://money.udn.com/money/story/5603/8771038from=edn_search_result https://money.udn.com/money/story/5603/8771038from=edn_search_result"
X Link 2025-05-29T00:43Z 69.7K followers, 68.5K engagements
"According to Taiwanese media internal sources at Huawei revealed that the company has already begun developing 3nm chips adopting GAA (Gate-All-Around) architecture and two-dimensional materials with a target tape-out date set for [----]. At the same time a carbon-based 3nm chip using carbon nanotubes has completed laboratory validation and is currently undergoing production line compatibility testing at SMIC. Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I"
X Link 2025-05-29T00:46Z 69.8K followers, 112.2K engagements
"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link 2025-06-15T08:20Z 68.8K followers, 29.7K engagements
"CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards"
X Link 2025-07-30T00:18Z 68.7K followers, [----] engagements
"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in [----] the value of its self-placed orders is expected to reach USD [--] billion. $MRVL"
X Link 2025-08-14T04:11Z 69.3K followers, 42.6K engagements
"Morgan Stanley: AI inference is an incredibly profitable business. In its newly released report the firm used a detailed financial model to calculate for the first time from an economic perspective the profitability of global AI compute competition. The conclusion is that standardized AI inference factories regardless of which big tech companys chips they use generally enjoy an average profit margin exceeding 50%. Among them NVIDIAs GB200 ranked first with an astonishing profit margin of about 78%. Google and Huaweis chips were also assessed as guaranteed profit businesses. However AMD which"
X Link 2025-08-16T08:34Z 69.7K followers, 181.2K engagements
"I believe that if youre the CEO of a tech company you should be an engineer. Isnt that necessary for the CEO to truly understand the companys technology Dr. Lisa Su once said this at the MIT PhD commencement ceremony (she said it jokingly but it really hits hard): Many MIT PhD graduates end up working under Harvard MBAs. Does that make any sense So I decided I wouldnt spend the rest of my career working for Harvard MBA students. I can actually make better business decisions because I understand the technologies while most general managers dont. Lisa Su the CEO of AMD is famous as the"
X Link 2025-08-18T04:40Z 69.9K followers, 73.5K engagements
"CHINA PUSHES FOR A TOTAL BAN ON THE USE OF FOREIGN CHIPS FOR INFERENCE Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W"
X Link 2025-08-21T01:06Z 69.7K followers, 80.9K engagements
"This is absolutely insane Not only will one of Huaweis dedicated AI chip factories start production as early as the end of this year but SMIC is also going to double its 7nm production capacity next year. Domestic output wont be an issue for long especially with all the capacity coming online next year said one Chinese chipmaker executive. Scoop: China seeks to triple output of AI chips in boost to DeepSeek ambitions *New capacity: [--] plants for Huawei + SMIC doubling (now 30K WPM) *Cambricon [---] & Huawei 910D to natively support UE8M0 FP8 *Unprecedented alignment to build own AI ecosystem"
X Link 2025-08-27T10:01Z 69.8K followers, 83.3K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up [----] CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO https://twitter.com/i/web/status/1960976697718976938 https://twitter.com/i/web/status/1960976697718976938"
X Link 2025-08-28T08:04Z 68.8K followers, 58.4K engagements
"OPENAI AND NVIDIA ANNOUNCE MULTI-BILLION DOLLAR UK DATA CENTER PROJECT"
X Link 2025-09-12T00:13Z 69.7K followers, 70.8K engagements
"http://x.com/i/article/1966790745823866880 http://x.com/i/article/1966790745823866880"
X Link 2025-09-13T09:16Z 70K followers, 20.2K engagements
"Huaweis Rotating Chairman Xu Zhijun Announces: The Worlds Most Powerful Super Node Will Be Released in Q4 This Year On September [--] at the Huawei Connect [----] event Huaweis rotating chairman Xu Zhijun emphasized that the essence of artificial intelligence (AI) in the past present and future is computing power which is particularly critical for the advancement of AI in China. He also unveiled several Ascend () series chips and their development roadmap including the Ascend [---] [---] and [---] series. Key Takeaways [--]. Low-Cost HBM and Computing Power Advancement Huawei has independently developed"
X Link 2025-09-18T04:15Z 69.8K followers, 124.4K engagements
"JPM: The Intel-NVIDIA partnership will bring greater benefits to NVIDIA than to Intel. $INTC $NVDA"
X Link 2025-09-19T12:08Z 69.9K followers, 78.2K engagements
"Samsung Galaxy S26 Ultra to Feature New M14 and COE Technologies: Brighter and Thinner The display of Samsungs upcoming Galaxy S26 Ultra set for release early next year is expected to become brighter and thinner. Samsung is planning to equip the S26 Ultra with OLED technology that incorporates advanced new materials and display innovations. According to industry sources on the 21st Samsung Electronics and Samsung Display have decided to introduce both the new material set M14 and the polarizer-eliminating technology COE to the OLED panel of the Galaxy S26 Ultra. In OLED performance factors"
X Link 2025-09-21T06:04Z 69.7K followers, 165.9K engagements
"- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1"
X Link 2025-09-22T02:08Z 70K followers, 60K engagements
"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations [--]. [----] Trn3 Volume Above Expectations Estimated at about [--] million units especially with demand projections boosted following the release of Sonnet [---] for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 [----] and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 [----] and will enter mass production in Q2 [----]. [--]. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link 2025-10-02T06:46Z 70K followers, 24.2K engagements
"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next [--] years. https://twitter.com/i/web/status/1973718462003622297 https://twitter.com/i/web/status/1973718462003622297"
X Link 2025-10-02T11:55Z 69K followers, 42.4K engagements
"Citi: We estimate that due to AI computing demand an additional [--] GW of power capacity will be required globally by [----] leading to $1.4 trillion of incremental AI computing expenditure in the United States"
X Link 2025-10-03T11:41Z 69.8K followers, 140.1K engagements
"JPMs OpenAI Food Chain table"
X Link 2025-10-05T07:16Z 69.9K followers, 45.7K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI [--] Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link 2025-10-06T04:41Z 68.7K followers, [----] engagements
"OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. WTF $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips https://t.co/zDcT1wNdDl $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers"
X Link 2025-10-06T10:58Z 69.7K followers, 151.5K engagements
"My friend told me: There are three categories currently being called bubbles. One is the CAPEX spending of CSPs (cloud service providers) another is the CAPEX spending of unlisted companies and the last is the CAPEX of sovereign AI projects. Im not worried about CSP CAPEX right now. But the other two especially the capital spending of unlisted companies like OpenAI are deeply concerning. Even from this chart doesnt it look like OpenAI is the most aggressive one If OpenAI fails to become profitable this bubble will burst"
X Link 2025-10-07T02:38Z 69.9K followers, 89.3K engagements
"Bernstein: Sam Altman has the power to either crash the global economy for the next decade or lead us all to the promised land. In my view as of now it seems were heading toward the crash"
X Link 2025-10-08T05:52Z 69.9K followers, 61.9K engagements
"BofA: Why is global capital pouring into the data center industry [--]. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $2 million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $11 million. In total the capital expenditure per MW amounts to roughly $13 million. [--]. Revenue and Profitability: Each MW can generate $23 million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $0.08 per kWh)"
X Link 2025-10-08T07:49Z 69.8K followers, 92.3K engagements
"BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in [----] the average rack power density in data centers was below [--] kilowatts (kW). Today a standard NVIDIA Hopper"
X Link 2025-10-08T08:05Z 69.8K followers, 70.9K engagements
"TSMC surpasses 71% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors"
X Link 2025-10-10T00:46Z 69.9K followers, 82.5K engagements
"Each humanoid robot requires [---] kg of rare-earth metals comparable to that of an electric vehicle including [--] rotary and linear actuators for joints and [--] actuators for the hands. The humanoid robot revolution could trigger $800 billion worth of demand for key rare-earth minerals yet the United States relies on China for 70% of its magnet imports and it takes [----] years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China"
X Link 2025-10-11T06:08Z 69.8K followers, 122.2K engagements
"AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite"
X Link 2025-10-11T09:59Z 69.9K followers, 70.5K engagements
"I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI"
X Link 2025-10-13T15:52Z 70K followers, 131.7K engagements
"Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI"
X Link 2025-10-16T23:46Z 69.7K followers, 274.7K engagements
"Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization potential. Germanys Deutsche Bank recently reported that consumer spending on ChatGPT in the European market has been virtually stagnant since May [----]. This suggests that ChatGPT the symbolic product of the AI boom may have already reached its peak in attracting new paying subscribers. Although OpenAI CEO Sam Altman announced"
X Link 2025-10-17T07:10Z 70K followers, 447.7K engagements
"At TSMC PhD-level engineers work in three rotating shifts. The fabs in Taiwan run [--] hours a day without stopping. Do you really think Americans would work like this Or even want to And lets assume for the sake of argument that the work culture in the U.S. changes to make people work that hard. Even then would American talent really want to work in fabs I believe they wouldnt theyd choose to go into other fields instead. On one hand we have Taiwanese who work days nights and weekends. And then $INTC folks who are calling for an early weekend. If you want to be like Europeans give up on the"
X Link 2025-10-18T05:43Z 69.9K followers, 878.3K engagements
"Exclusive Galaxy S26 confirmed to feature Exynos 2600six times faster than Apples chip The upcoming Galaxy S26 series set for release early next year will be equipped with Samsungs in-house application processor (AP) the Exynos [----]. It is reported that not only the base and Plus models but also the flagship Ultra model will likely adopt the chip. This marks the first time in four yearssince 2022that Samsung has used its own Exynos AP in a flagship model. According to industry sources on the 20th Samsung Electronics has decided to use the Exynos [----] in the Galaxy S26 and has begun mass"
X Link 2025-10-20T08:06Z 69.9K followers, 99.3K engagements
"Breaking: Exynos [----] Performance Leaked According to reports from Korean media the Exynos [----] delivers the following performance: Over [--] stronger NPU performance compared to Apples A19 Pro chipset 14% higher multi-core CPU performance 75% higher GPU performance When compared to Qualcomms latest Snapdragon [--] Gen [--] Elite chipset: NPU performance is about 30% higher GPU performance is up to 29% higher"
X Link 2025-10-20T08:08Z 69.9K followers, 198.4K engagements
"Who could have imagined this ten years ago Today Germany is running a trade deficit with China in the automotive sector. Does that even make sense"
X Link 2025-10-20T12:12Z 69.9K followers, 55.6K engagements
"Honestly DeepSeek trades better than I do. A 42% return thats insane. How many more years do you think hedge fund traders will be able to keep their jobs Wont the profession of trader disappear within the next ten years Quant firm doing quant things https://t.co/yHGthywhHU Quant firm doing quant things https://t.co/yHGthywhHU"
X Link 2025-10-20T13:19Z 69.9K followers, 225.2K engagements
"Which software companies will AI bring down JPMorgan: You can see it at a glance in this chart JPMorgans latest research report shows that AI is reshaping the competitive landscape of the software industry and that many traditional software giants face the risk of being upended by AI. This Wall Street investment bank introduced the industrys first AI Cliff assessment framework and through nine dimensions quantified software companies vulnerability to provide investors with a clear risk map of the sector. In early [----] amid market sentiment shaped by tariff concerns and corporate budget"
X Link 2025-10-21T10:54Z 69.9K followers, 53.2K engagements
"The hottest topic right now in the biggest U.S. stock community in Korea is Beyond Meat (BYND). Just a few days ago they were hyping up quantum computers Koreans = gambling addicts"
X Link 2025-10-21T13:43Z 69.9K followers, 269.1K engagements
"Deutsche Bank stated that China is taking a leading position in industrial innovation by focusing on STEM (Science Technology Engineering and Mathematics) education and talent development. For example at Peking University admissions trends have clearly shifted toward STEM majors such as engineering information science and physics while enrollment in fields like law economics and business administration has declined reflecting an academic shift toward hardcore technology disciplines"
X Link 2025-10-22T01:37Z 70K followers, 146.6K engagements
"I subscribe to several media outlets but Id say Bloomberg is the one most worth paying for. In particular this article explaining how AWS fell behind in AI is something I truly want to revisit again and again. Ill leave a free link below"
X Link 2025-10-24T12:24Z 69.9K followers, 90.7K engagements
"A perfectly timed article from Reuters. AI is killing consulting. Whats truly fascinating is this part: For example if a company performs a project in-house it costs around $1 million but consulting firms like Accenture have been offering the same service for $200000. Now with machine learning companies can do the same job themselves for just $10000. Will consulting become a forgotten profession in the AI eralike the coachmen of the past"
X Link 2025-10-27T04:52Z 69.9K followers, 1.2M engagements
"NVIDIA CEO Jensen Huang is reportedly planning a chicken and beer gathering in Seouls Samsung-dong with Samsung Group Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chung Eui-sun at a local fried chicken franchise restaurant. According to a business insider Both Samsung and Hyundai executives were quite surprised when they heard the proposed location from NVIDIA adding It seems Jensen Huang wants to experience Koreas lively chimaek (chicken and beer) culture while having an open candid conversation with Chairmen Lee and Chung"
X Link 2025-10-29T23:02Z 69.9K followers, 105.2K engagements
"UBS hyperscaler CAPEX overview"
X Link 2025-10-30T07:31Z 69.9K followers, 138.4K engagements
"I never thought Id see Jensen Huang delivering chicken on the news"
X Link 2025-10-30T12:22Z 69.9K followers, 126K engagements
"(The audience shows how their NVIDIA and Samsung stock prices have gone up.) (Lee Jae-yong trying to continue the event) Jensen Huang: Look at that"
X Link 2025-10-30T13:15Z 70K followers, 303.1K engagements
"Jensen Huang: Are there any NVIDIA investors here (Audience cheers) Jensen Huang: Thats why Korea is rich"
X Link 2025-10-30T13:33Z 69.9K followers, 177.8K engagements
"Jensen Huang: Korea has the best fried chicken in the world"
X Link 2025-10-30T13:57Z 69.9K followers, 95.1K engagements
"Jensen Huang: Hey Jae-yong When I was using Samsungs GDDR you were young and arrogant Haha"
X Link 2025-10-30T14:01Z 70.1K followers, 462.2K engagements
"Who would pay for the chicken when Jensen Huang CEO of NVIDIA Jay Y. Lee Chairman of Samsung Electronics and Euisun Chung Chairman of Hyundai Motor Group get together At yesterdays chimaek (chicken and beer) gathering it was Jay Y. Lee who picked up the tab he reportedly paid for every table at the venue totaling around [---] million KRW (about $1800). Ironically even though Jensen Huang is by far the richest among the three (his net worth is estimated at around $143 billion) it was the comparatively poorer Samsung chairman who ended up paying which makes the whole thing rather amusing"
X Link 2025-10-31T00:12Z 69.9K followers, 37.2K engagements
"Korean semiconductor equipment startup breaks Carl Zeisss monopoly supplies EUV inspection equipment to Japanese photomask company A South Korean semiconductor equipment startup has supplied hundreds of billions of won worth of ultra-precise extreme ultraviolet (EUV) mask inspection equipment to a Japanese company. Until now Koreas semiconductor equipment industry has mainly targeted the mid- to low-end product market. Industry experts say that the fact that Korean technology has now reached the level of EUV mask inspection equipmentpreviously dominated by Germanys Carl Zeissmarks a"
X Link 2025-10-31T00:40Z 69.8K followers, 59.5K engagements
"NVIDIA CEO: Samsung manufactures all of NVIDIAs robot processors"
X Link 2025-10-31T08:40Z 69.7K followers, 211.9K engagements
"Exclusive Samsung to Hold AI-Focused Galaxy Unpacked Event in San Francisco on February [--] for Galaxy S26 Samsung Electronics will hold its Galaxy Unpacked event on February [--] next year in San Francisco USA. According to industry sources on the 2nd Samsung has confirmed the unveiling of its next-generation flagship smartphone the Galaxy S26 series (hereafter referred to as S26) in San Francisco on February [--] and has begun preparations for the event. A source familiar with Samsungs plans said Samsung is preparing its first San Francisco Unpacked in three years since the S23 in [----] adding As"
X Link 2025-11-02T02:03Z 69.9K followers, 257.9K engagements
"President Xi Jinping feels like a very human leader Is this the power of media (This photo wasnt generated by AI lol)"
X Link 2025-11-02T02:36Z 69.9K followers, 155.3K engagements
"Morgan Stanley: AWS is suffering from compute bottlenecks and AWS is now entering an AI growth acceleration cycle. Morgan Stanleys analyst summarized four key growth drivers. Rapid expansion of capacity: By year-end it will secure an additional [--] GW of compute capacity and the number of Trainium2 chips will double. Structural expansion cycle: Over the next [--] months AWS plans to add [--] GW of data center capacity. Surge in AI orders: In October alone new order volume exceeded the entire third quarter and the new business signed in a single month amounts to about $18 billion. Acceleration of"
X Link 2025-11-02T06:02Z 69.9K followers, 175K engagements
"Detailed explanation of the U.S. data center frenzy: [--] GW $2.5 trillion in investmentwho is building and who is funding it An infrastructure race driven by artificial intelligence is unfolding across the United States. Barclays October [--] report projects that the total installed capacity of large data center projects currently planned in the U.S. exceeds [--] gigawatts (GW) and that this building boom will attract more than $2.5 trillion in investment. The report identifies the main drivers of this expansion as OpenAIs Stargate project Amazon Meta Microsoft and Elon Musks xAI. To train and"
X Link 2025-11-02T11:05Z 69.9K followers, 96K engagements
"Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures with AI demand increasingly squeezing supply. Industry sources reveal that Samsung Electronics led the move by halting DDR5 DRAM contract pricing in October prompting other manufacturers to follow suit. This disruption is expected to delay contract price announcements until mid-November exacerbating supply constraints. Meanwhile DRAM spot prices have surged sharply with DDR5 prices more than"
X Link 2025-11-03T03:27Z 70.1K followers, 151.9K engagements
"LMAO Microns HBM4 delayed to [----] due to redesign. $MU"
X Link 2025-11-03T10:56Z 70K followers, 205.8K engagements
"According to the Financial Times after the Chinese government banned the purchase of Nvidia chips major Chinese tech companies such as ByteDance and Alibaba faced rising electricity costs for operating their AI clusters prompting local governments to increase subsidies. Experts say that with the current generation of Chinese-made chips generating the same amount of tokens (a unit of computing power) requires about 3050% more electricity than Nvidias H20"
X Link 2025-11-04T02:03Z 69.9K followers, 152.3K engagements
"GF Securities appears to be incorrect. According to sources familiar with the matter the report that Microns HBM4 mass production has been delayed to [----] is not true. The company is still targeting mass production in the second half of [----] although low yield rates remain a bottleneck. However this issue does not imply a delay to [----]. I apologize for any confusion caused. LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7"
X Link 2025-11-04T02:19Z 68.8K followers, 48.6K engagements
"Microsoft has developed toolkits to convert CUDA models to AMDs ROCm so they can run on the MI300X. There has been a significant increase in inquiries regarding the MI400X and MI450X roadmap and Microsoft is working closely with AMD to maximize performance. 👀 A MUST-read interview with a high-ranking $MSFT employee on data centers and what is happening right now ( $NVDA/ $AMD liquid cooling and HHD): [--]. The challenges that $MSFT is having right now are energy and liquid cooling. To improve its goodwill with municipalities $MSFT is https://t.co/jQTfhnxQga A MUST-read interview with a"
X Link 2025-11-07T14:29Z 69.9K followers, 94.2K engagements
"Chinas robot company DOBOT is reportedly selling a robot dog Rover X1 for [----] RMB (about [----] USD). Does that make sense Theyre already releasing robots at this price"
X Link 2025-11-08T10:23Z 69.9K followers, 124.3K engagements
"Goldman Sachs: China has already dominated the robot supply chain: gearing up for mass production in the second half of [----] securing annual production capacity of [-------------] units According to a recent survey by Goldman Sachs of major Chinese robot component makers such as Sanhua () the industry views the second half of [----] as the time when large-scale mass production of humanoid robots will begin in earnest. This is presented as a key benchmark for gauging investment timing across the robot industry value chain. [--]. A clear timeline: It expects the inflection point for large-scale mass"
X Link 2025-11-09T10:43Z 69.8K followers, 72.2K engagements
"If you got any insights from my tweet please leave at least a quick thank you in a reply. Im doing this for free so its a bit disappointing to see only the bookmarks going up"
X Link 2025-11-11T02:09Z 69.8K followers, 59.2K engagements
"Yann LeCun is leaving Meta lol. Of course. He ended up in a position where he has to report to a kid much younger than him how could his pride not be hurt If I were him Id leave Meta too"
X Link 2025-11-11T11:49Z 69.9K followers, 334.4K engagements
"Morgan Stanley: This memory super cycle will far surpass the historical peak Morgan Stanley pointed out that a new memory super cycle driven by AI has already arrived and its intensity and logic are completely different from any previous cycle. Morgan Stanley stated that unlike in the past this cycle is led by AI data centers and cloud service providers whose customers have low price sensitivity and inference workloads have become the main driver of general-purpose memory demand. Meanwhile the latest channel checks indicate that in Q4 server DRAM contract prices have surged by nearly 70% NAND"
X Link 2025-11-12T03:33Z 69.9K followers, 224.8K engagements
"Samsung SK Hynix Micron Kioxia almost all NAND flash companies are not increasing fab utilization but rather continuing their production cuts. Except for SanDisk and YMTC everyone is desperately trying to push up NAND prices. Its like a memory version of OPEC haha. Samsung Electronics SK hynix Kioxia and other NAND makers sharply cut NAND flash supply A full-fledged price surge amid short supply Samsung Electronics SK hynix Kioxia and Micronthe four global NAND flash manufacturersare collectively reducing NAND flash supply in https://t.co/pTUf7NWzPB Samsung Electronics SK hynix Kioxia and"
X Link 2025-11-12T07:12Z 69.9K followers, 88.5K engagements
"Exclusive: Musk Is Actually Building a Full-Stack Semiconductor Supply Chain Elon Musk owner of SpaceX and Tesla Inc. is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out panel-level packaging (FOPLP) plant in Texas has reached the equipment delivery phase and aims to commence volume production by late third quarter [----]. Following unsuccessful attempts to secure priority capacity at Taiwan Semiconductor Manufacturing Company Musk shifted production strategy to mitigate supply risks and enhance control."
X Link 2025-11-13T04:18Z 69.9K followers, 452K engagements
"Samsung Electronics Samsung Electro-Mechanics Ibiden and Shinko Denki pushing ahead with cooperation on glass substrates commercialization under careful consideration It has been learned that Samsung Electronics is in discussions on cooperation in the next-generation technology of semiconductor glass substrates with two Japanese substrate companies including its key affiliate Samsung Electro-Mechanics. However the cooperation among these companies is still at an early stage and it has not yet reached the point of evaluating formal samples. The analysis is that more time is needed to produce"
X Link 2025-11-17T06:43Z 68.8K followers, 47.4K engagements
"Doosan semiconductor materials [--] trillion won in Nvidia sales locked in EMC fails GB300 qualification Doosans Electronic Business Group (BG) which has been enjoying the AI semiconductor boom thanks to its high-quality copper-clad laminates (CCL) is expected to generate more than [--] trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. [--] CCL maker recently failed to clear Nvidias quality verification for the Blackwell GB300 raising the possibility that Doosan could become the sole supplier of CCL for Rubin Nvidias next-generation AI"
X Link 2025-11-19T09:31Z 69.8K followers, 56.3K engagements
"U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in [----] expected to increase only around 10% compared with [----] As the United States tightens controls on exports of advanced semiconductor equipment to China there is analysis that the expansion of capital expenditure by Chinese semiconductor companies such as ChangXin Memory Technologies (CXMT) will be constrained. Although the Chinese government anticipating U.S. export controls is going all out to localize semiconductor equipment the prevailing view is that new capacity additions will be limited due to"
X Link 2025-11-21T08:18Z 70K followers, 45.1K engagements
"Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by [----] with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier challenging Nvidia's dominance and securing the second spot in the AI accelerator market. Shifting market dynamics Industry experts analyze that if confirmed this development will shift the AI computing power market shares presenting"
X Link 2025-11-28T05:16Z 69.4K followers, 29.6K engagements
"GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov [--] Intel share price was up 10% owing to news of order win for Apples M-series in [----]. Weve highlighted the potential order win of M-series in our earlier Intel report (Belief in the Story Takes Hold on Oct 24) and indeed the progress is earlier than expected. We expect more to come and now expect the upcoming win in Apple (AAPL Buy) non-pro smartphone SoC based on Intel 14A for 2028; coupled with the likely engagement with Nvidia (NVDA Buy) and AMD (Buy)s server SKUs"
X Link 2025-12-02T04:12Z 68.9K followers, 101.5K engagements
"@hippo407 Its difficult for me to comment on anything related to AlChip and AWS. I do think MediaTek could win some projects"
X Link 2025-12-07T12:24Z 69.1K followers, [----] engagements
"A few days ago at work someone asked me what everyone is ignoring right now but will end up realizing is important next year. Without even thinking I immediately answered: Samsung Foundry. Heres why. First not only TSMCs back-end (i.e. CoWoS) but also its front-end is becoming a severe bottleneck. In other words a scenario where CoWoS is simply substituted with Intel packagingi.e. front-end at TSMC and back-end at Intelis for now very difficult to execute. The front-end itself is the bottleneck so there simply arent enough chips to package on Intels EMIB in the first place. So I recently did"
X Link 2025-12-12T09:28Z 69.7K followers, 44.2K engagements
"J.P. Morgan [----] Memory Market Outlook: Memory Giants' Market Cap Approaching $1 Trillion This Year to Reach $1.5 Trillion in [----] In its latest research report J.P. Morgan noted that the total market capitalization of top memory chip manufacturers is nearing $1 trillion. Based on historical valuation medians this figure is projected to surge to $1.5 trillion by [----] implying that top players still have over 50% upside potential. On December [--] J.P. Morgan stated in its latest report that the current cycle will be the longest and strongest memory up-cycle in history. Investors are concerned"
X Link 2025-12-15T06:55Z 70K followers, 111K engagements
"Reuters: China has proposed a plan to require the mandatory purchase of a certain proportion of domestically produced Chinese chips when buying H200"
X Link 2025-12-15T14:19Z 68.9K followers, 93.5K engagements
"GF Securities Overseas Electronics & Telecom ☄ Micron FY1Q26 Earnings Review: DRAM Remains Strong ☀ Maintain Buy rating; raise target price to US$323: Micron reported strong FY1Q26 results with revenue of US$13.6bn and EPS of US$4.78. FY2Q26 guidance far exceeded expectations with revenue midpoint of US$18.7bn and EPS midpoint of US$8.42 (vs. recent buy-side expectations of US$6.5 and our prior forecast of US$7.34). We see Microns gross margin on a clear upward trend: 57% in FY1Q26 expected to exceed 68% in FY2Q. We remain bullish on the long-term AI-driven upcycle in DRAM. Microns HBM4"
X Link 2025-12-18T06:19Z 68.8K followers, [----] engagements
"My Picks for the Biggest Nonsense Takes of [----] [--]. OpenAI is buying up all the memory worldwide causing memory prices to skyrocket. [--]. Every bearish report Shawn Kim wrotelike the one claiming HBM wont be able to keep DRAM supply tight. [--]. Big Tech is inflating the depreciation lives of their GPUs. https://twitter.com/i/web/status/2002531561368137963 https://twitter.com/i/web/status/2002531561368137963"
X Link 2025-12-21T00:08Z 70K followers, 24.5K engagements
"I think Samsung Electro-Mechanics is still undervalued. A lot of people still see it as just an MLCC company but in reality it supplies FC-BGA substrates to most ASIC players outside of NVIDIA. I believe Samsung Electro-Mechanics will deliver explosive growth next year"
X Link 2025-12-28T06:08Z 69.5K followers, 116.3K engagements
"@zephyr_z9 Google Translate translates Ibiden as Biden"
X Link 2025-12-28T09:32Z 68.9K followers, [----] engagements
"@markankcorn The 80% next to Ibiden means that Ibiden accounts for 80% of Nvidias share not that Ibiden has 80% of the entire FC-BGA market"
X Link 2025-12-28T14:09Z 68.9K followers, [---] engagements
"Innolux Wins RF Chip Component Packaging Order from SpaceX Innolux: Forecasts improved performance in [----] driven by a simultaneous rise in prices and volume in the display industry. Notably the company is achieving results in its transition to FOPLP and is reported to have won an order for RF chip component packaging from SpaceX. Currently related production capacity is running at full utilization and shipment volumes are being expanded on a quarterly basis. RF chips are key components that seamlessly connect data and computing capabilities between space and Earth playing a decisive role in"
X Link 2025-12-28T23:43Z 70.1K followers, 24.1K engagements
"Is it true that Rubins CCL material grade is being downgraded Taiwanese CCL stocks are getting hit pretty hard today"
X Link 2026-01-07T03:18Z 68.7K followers, 17.1K engagements
"Doosans stock in Korea isnt doing well either"
X Link 2026-01-07T03:19Z 68.7K followers, [----] engagements
"Morgan Stanleys estimated AWS Trainium [--] (Tr3) volume allocation by company: - Alchip: 500k600k units - Annapurna: 800k900k units - Marvell: 100k200k units Broadcom has decided to use its limited 3nm capacity for its ongoing ASIC projects particularly TPU production. https://twitter.com/i/web/status/2008827432665845815 https://twitter.com/i/web/status/2008827432665845815"
X Link 2026-01-07T09:05Z 70K followers, 72K engagements
"Amid growing demand for AI servers which is exacerbating the structural supply shortage of NAND flash Taiwanese media reported that Phison Electronics has successfully entered the supply chain for NVIDIA's next-generation AI platform. According to sources cited by Taiwanese media at the CES [----] exhibition Phison's storage module was confirmed to be included in the switch tray system configuration of NVIDIA's next-generation Rubin NVL72. This indicates that Phison's SSD and storage solutions have penetrated the core system level of next-generation AI servers. Additionally it is known that"
X Link 2026-01-09T04:37Z 69K followers, 13.6K engagements
"GF Securities Overseas Electronics Communication ☄ NVIDIA (NVDA US Buy): Upside Potential from H200 Followed by a Leap with Vera Rubin Report Uploaded ☀ Reiterate Buy Rating Raise Target Price to $286: NVIDIAs stock has declined 11% from its November peak last year driven primarily by concerns over Google competition OpenAI models and financing and fears of an AI bubble. However recent investor feedback indicates signs of reversal in the prior long Google TPU short OpenAI/NVIDIA pair trade. We recommend continuing to stay long NVIDIA with key drivers being strong H200 demand and an unchanged"
X Link 2026-01-12T02:41Z 68.7K followers, 70.3K engagements
"UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. VAT) and duration till the end of 1Q26E. Given the size of order we believe this may have been for c.3 units of HBM4 TCB tools. Based on our channel checks and industry conversations we believe competitor Hanwha Semitech may have also secured TCB tool orders of equivalent scale or c.3 units for HBM4 12Hi suggesting a 50/50"
X Link 2026-01-16T06:11Z 68.8K followers, 35.2K engagements
"Sell Hanmi Semiconductor UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex"
X Link 2026-01-16T06:15Z 68.8K followers, 35.6K engagements
"Someone asked me Jukan what is the best robotic supply chain play in your opinion So I tried to think it through and come to my own conclusion. Id pick TSMC and the memory names. I think most robot components can ultimately be produced in-house. People love to talk about reducers having a huge technological moat but when I ask people in the industry the answer to is it really that hard to make is usually no its not that impossible. In the end components other than the robots brain meaning the logic chip and the memory chip paired with it will have to compete head-on with Chinese companies."
X Link 2026-01-16T11:42Z 69K followers, 62K engagements
"Commenting on $INTC Intels [----] capex was originally expected to decline vs. [----]. However note that Intel has revised this plan to keep capex roughly flat or only slightly down. Intel Foundry (IFS) investments are set to be front-loaded in 1H with a greater allocation toward equipment purchases. This suggests Intel is becoming more confident in its ability to secure foundry customers. Long Semicap. https://twitter.com/i/web/status/2014529638970937859 https://twitter.com/i/web/status/2014529638970937859"
X Link 2026-01-23T02:44Z 68.8K followers, 51.5K engagements
"GF Overseas Electronics & Communications Celestica (CLS US Hold): TPU and Network Upside Potential Offsets ODM Share Rebalancing Maintain Hold Rating and Target Price of [---] USD: We expect Google's TPU server supply chain to further expand in [----] with Hon Hai starting L10/L11 production in 1Q26 and potentially capturing a higher-than-expected share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meanwhile CLS's communications segment benefits from accelerating network demand including continued growth in 800G and the ramp-up of 1.6T in [----] which will support"
X Link 2026-01-23T05:33Z 68.8K followers, 19.3K engagements
"This article is an English translation of a piece originally written in Korean by Haeryeong Kang of The Korea Economic Daily. Link There was one mysterious memory platform that Jensen Huang CEO of Nvidia announced at 'CES 2026.' 'Inference Context Memory Platform.' Inference context memory platform Today in Tech & the City we'll take a close look at what this is. Key Keyword: KV Cache Toward the end of his NVIDIA Live speech in Las Vegas on the 5th (local time) CEO Jensen Huang began talking about a memory platform. Naturally our ears pricked up. Is this the second coming of HBM (High"
X Link 2026-01-24T08:44Z 69.8K followers, 87.6K engagements
"Recently theres been a lot of talk about copper on X so Ive been reading sell-side reportsand Ive found a lot of interesting points. One of them is that while China accounts for more than half of global copper demand it can only meet about 8% of that demand through domestic supply. https://twitter.com/i/web/status/2015075896152207845 https://twitter.com/i/web/status/2015075896152207845"
X Link 2026-01-24T14:55Z 69.8K followers, 127.6K engagements
"Samsung Raises NAND Prices by 100% in Q1. "Supply Can't Keep Up with Demand" Samsung Electronics has raised the price of NAND flash memory by more than double in the first quarter. This is due to a surge in demand for NAND-based storage devices driven by the proliferation of artificial intelligence (AI) while supply has not increased significantly. The memory shortage and price hike trend are expected to continue for some time. According to industry sources on the 25th Samsung Electronics increased the supply price of NAND flash by more than 100% in the first quarter of this year. It is"
X Link 2026-01-25T00:58Z 68.7K followers, 200.7K engagements
"This is truly an excellent report. I was so absorbed in reading it that I didnt even notice an hour had passed. What surprised me most was that JPM views Kioxia as having a larger eSSD exposure than SanDisk and even named Kioxia as its top pick. I had assumed SanDisks eSSD exposure would be much higher than Kioxias"
X Link 2026-01-25T13:16Z 69.8K followers, 247.3K engagements
"GF Securities Overseas Electronics Communication ☄ Intel (INTC US Buy): Pullback is a Buying Opportunity ☀ Maintain Buy Rating Raise Target Price to $60: Intel's stock price has risen 38% year-to-date benefiting from the release of Panther Lake at CES and strong momentum in server CPUs. Therefore given the high expectations driven by multiple sell-side upgrades Intel's weak 1Q26 guidance triggered a 12% after-hours stock drop. However we remain bullish on the stock and recommend investors accumulate positions during the pullback considering positive progress in its foundry business: 1) Steady"
X Link 2026-01-26T03:05Z 68.8K followers, 62K engagements
"This is the first piece Ive written with the team since joining Citrini. I worked incredibly hard on it and Im confident its more substantive than anything youll find from any other house. https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory"
X Link 2026-01-26T14:27Z 68.7K followers, 71.5K engagements
"Ultimately memory makers have no choice but to expand capacity and that will keep the memory industry cyclical. That said it doesnt mean memory stocks will fall right away. Microns Singapore NAND fab wont come online until [----] so it doesnt undermine the view that the supercycle should continue to benefit the industry throughout 2027and at least all of [----]. If timing the cycle feels daunting buy semicap instead. Among semicap names $LRCX has the highest NAND exposure. Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://t.co/QGhxhNdqU2 Micron is the"
X Link 2026-01-27T03:12Z 69.1K followers, 76K engagements
"Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted. $INTC CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. https://t.co/i6hMHtacCV CPU Prices Surge as Well: A Major Blow to the"
X Link 2026-01-27T07:34Z 68.7K followers, 170.5K engagements
"(Exclusive) Rumors: NVIDIA to Outsource to Intel in 2028; Three-Level Interpretation of TSMCs Strategic Thinking TSMC almost dominates advanced processes and advanced packaging becoming a target for the United States. Chip customers simultaneously bear the heavy responsibility of "American manufacturing." Due to cost issues and capacity shortages the model of highly concentrating production at TSMC in recent years has shifted toward a new strategy of "multi-sourcing and risk diversification." Recently rumors from the supply chain suggest that in addition to Apple NVIDIA has tentatively"
X Link 2026-01-27T22:58Z 68.6K followers, 303.6K engagements
"A superb post by a Korean Silicon Valley engineer who specializes in analog semiconductors. Very impressive. Highly recommended for semiconductor outsiders who want to spot the next real bottleneck. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD"
X Link 2026-01-28T02:11Z 69.3K followers, 195.9K engagements
"@TShirtnJeans2 NVIDIA said they recognize revenue when the chips are shipped right Im not sure whether that applies to these H200s as well"
X Link 2026-01-28T04:29Z 68.7K followers, [---] engagements
"Gokul just kicked MediaTeks ass again"
X Link 2026-01-28T09:33Z 68.6K followers, 71.1K engagements
"1. The market is way too optimistic about MediaTeks TPU volume. [--]. Google is pushing ahead with a fully in-house completely CoT-designed 2nm TPU project completely excluding both Broadcom and MediaTek. (WTF) [--]. Google wants to become a real alternative to NVIDIA and for that Broadcom is absolutely essential. [--]. MediaTeks smartphone business is collapsing amid brutal price competition with Qualcomm and others. Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq"
X Link 2026-01-28T09:36Z 69K followers, 54.1K engagements
"GF Securities Overseas Electronics Communication- ASML Performance Commentary 🌟Event: ASML released its 4Q performance with 4Q25 revenue of 9.7bn and a gross margin of 52.2%. On the other hand the company's orders greatly exceeded expectations with new orders amounting to 13.2bn (vs. market expectation of 8bn+ Guangfa forecast of 10bn🌹). Among the new orders 7.4bn was for EUV. The company expects full-year revenue for [----] to be 34-39bn. Additionally ASML announced a [--] euro stock repurchase plan which will be executed by December [--] [----]. 🌟Commentary: The company's orders greatly exceeded"
X Link 2026-01-28T11:54Z 69K followers, 14.8K engagements
"@dnm1712 Synopsys"
X Link 2026-01-28T22:34Z 68.9K followers, [---] engagements
"SK Hynix 4Q25 Q/A 1) Regarding HBM4 HBM4 also aims for overwhelming market share just like HBM3 and 3E. Preparations for HBM4 are proceeding with mass production of customer-requested volumes according to the schedule agreed upon with customers. HBM4 has achieved customer-required performance even based on 1b nano. Plans to secure yields at the level of HBM3E using MR-MUF. Even with current production maximization demand cannot be fully met at 100% so competitors' entry is expected but competitiveness will be maintained. 2) Regarding LTA In the past LTAs existed but they were somewhat loose"
X Link 2026-01-29T00:38Z 69.4K followers, 31.9K engagements
"* Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI"
X Link 2026-01-29T01:56Z 70K followers, 27.5K engagements
"It seems like Satya is putting relatively less money into OpenAI what do you think the reason is Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI. https://t.co/S7kfTgT6d0 Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI. https://t.co/S7kfTgT6d0"
X Link 2026-01-29T03:27Z 69.9K followers, 46.1K engagements
"@firstadopter Even if they already hold a large stake does that mean Microsoft doesnt care if its ownership gets diluted"
X Link 2026-01-29T03:31Z 68.8K followers, [----] engagements
"Alibaba is considering increasing its planned investment in AI infrastructure and cloud computing from [---] billion RMB to [---] billion RMB over the next three years According to an insider Alibaba is considering raising its original plan of investing [---] billion RMB in AI infrastructure and cloud computing over the next three years to [---] billion RMB. In China Alibaba has its self-developed chip Zhenwu 810E; overseas it is purchasing GPUs on a massive scaleone insider described it as transporting them by truckloads. At its most aggressive phase the company even bought large quantities of"
X Link 2026-01-29T12:41Z 68.5K followers, 16.8K engagements
"ByteDance and Alibaba are set to launch new AI models (The Information). ByteDance plans to unveil three new AI models next month and Alibaba is also expected to introduce its next-generation AI model next month"
X Link 2026-01-29T13:11Z 69.7K followers, 35.5K engagements
"Skeptics gain fame optimists make money. I sold SanDisk at $124 hesitated to buy at $400 and now SanDisk is at $631. $SNDK"
X Link 2026-01-30T00:58Z 69.4K followers, 61K engagements
"Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory"
X Link 2026-01-30T02:07Z 68.8K followers, 176.2K engagements
"Exclusive SK Hynix Makes Significant Progress in NVIDIAs HBM4 'Qual' Test. One Step Closer to Mass Supply SK Hynix is reported to have made substantial progress in NVIDIA's qualification (qual) testing for its 6th-generation HBM (HBM4) products. It has become highly probable that the company will stably supply these chips for 'Rubin' NVIDIA's latest Graphics Processing Unit (GPU) scheduled for release in the second half of this year. According to industry sources on the 30th SK Hynix achieved meaningful results in NVIDIA's HBM4 System-in-Package (SiP) tests conducted this month. SK Hynix"
X Link 2026-01-30T05:15Z 69.5K followers, 12.6K engagements
"Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"
X Link 2026-01-30T06:27Z 68.8K followers, 145.2K engagements
"China's YMTC Aggressively Expands NAND Flash Production: "Early Operation of New Plant in Wuhan" Yangtze Memory Technologies Co. (YMTC) China's largest NAND flash manufacturer is reportedly pushing forward with its Phase [--] investment in Wuhan at an unprecedented pace. While the Wuhan Plant [--] which began construction last September was originally expected to establish a full-scale mass production system next year local industry sources now project that YMTC will adjust its schedule to begin actual mass production as early as the second half of this year. According to Chinese semiconductor"
X Link 2026-01-30T06:32Z 70.1K followers, 74.6K engagements
"Morgan Stanley: Meta Price Target Raised to $825 Meta's Ad Revenue to Overtake Google Search Ads in Q2 [----] In its latest report Morgan Stanley predicts that Meta's advertising revenue will surpass Google Search advertising revenue for the first time in the second quarter of [----]. - While Google Search had a 15% growth rate when its quarterly revenue was at the $57 billion scale Meta is recording high-speed growth of 3435% at the same revenue scale. - In Zuckerberg's eyes the current system is still at a 'primitive' level. Morgan Stanley believes that if the current system is primitive"
X Link 2026-01-30T08:31Z 68.5K followers, 25.2K engagements
"Exclusive Samsung Electro-Mechanics Breaks Into NVIDIAs Supply Chain Samsung Electro-Mechanics (SEMCO) will supply high-value Flip-Chip Ball Grid Array (FC-BGA) substrates to NVIDIA for the first time. Amid the global AI data center construction boom cooperation with NVIDIAthe leader in the AI semiconductor marketis expected to be a major turning point that elevates SEMCO's substrate business to the next level. Industry experts evaluate that Samsungs technological prowess has once again stood out as Japanese component and material companies have historically dominated the supply of high-value"
X Link 2026-01-30T09:09Z 68.7K followers, 42.4K engagements
"Goldman Sachs announced it is sticking to its existing forecast that the QoQ rise in NAND prices (particularly for Kioxia) will persist only through Q4 [----] (OctoberDecember) even following SanDisk's recent earnings report. Thereafter prices are projected to ease progressively as supply increases. https://twitter.com/i/web/status/2017211199872815154 https://twitter.com/i/web/status/2017211199872815154"
X Link 2026-01-30T12:20Z 69.9K followers, 99K engagements
"Im not sure why Oracles stock is trading sideways. Is it because its core business is software so its included in the short SaaS basket Or is it because no LLM trained on Blackwell has been released yet It doesnt seem like a sufficient explanation to simply say the stock is being suppressed due to excessive CAPEX burden directed toward OAI does it https://twitter.com/i/web/status/2017380055626957294 https://twitter.com/i/web/status/2017380055626957294"
X Link 2026-01-30T23:31Z 68.7K followers, 39K engagements
"WSJ: NVIDIAs Jensen Huang criticized OpenAI for what he described as a lack of discipline in its business approach and he also voiced concerns about the competitive pressure OpenAI faces from rivals such as Google and Anthropic"
X Link 2026-01-31T00:03Z 68.7K followers, 84K engagements
"Does Sandisk's recent sharp stock price surge already reflect the company's tremendous operating profit margin in [----] If it hasn't been fully priced in yet then the stock price could still have a lot more room to run going forward. Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io"
X Link 2026-01-31T07:06Z 68.7K followers, 61.3K engagements
"* South Koreas semiconductor exports in January reached $20.5 billion surpassing $20 billion for the second consecutive month. * The January semiconductor export growth rate stood at 103% more than doubling compared to January of the previous year. https://www.yna.co.kr/view/AKR20260201012200003input=1195m https://www.yna.co.kr/view/AKR20260201012200003input=1195m"
X Link 2026-02-01T00:24Z 68.7K followers, 29.7K engagements
"Can OpenAI go public (IPO) without agreeing with Elon Musk"
X Link 2026-02-01T00:52Z 68.8K followers, 29.3K engagements
"Several sell-side firms have begun to forecast Samsung Foundrys return to profitability"
X Link 2026-02-01T01:18Z 68.7K followers, 53.8K engagements
"Samsung and SK Hynix Both Yet to Pass Qual Tests Both Initiating Risk Production for HBM4 The commercialization process for High Bandwidth Memory (HBM) is shifting. Typically memory manufacturers enter official mass production only after completing quality (qual) tests with customers using samples. However to meet the urgent demands of key customers both Samsung and SK Hynix are now preemptively starting mass production before receiving final certification. According to industry sources on the 1st both companies have begun preemptive mass production of HBM4 to respond to Nvidias demand"
X Link 2026-02-01T02:31Z 69.5K followers, 23.6K engagements
"Why Its Extremely Difficult to Manufacture Mobile SoCs on Intel 18A/14A (Perspective from an Active Design House Industry Professional via SemiWiki) #1"
X Link 2026-02-01T03:48Z 70K followers, 69.3K engagements
"The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used"
X Link 2026-02-01T05:42Z 69.4K followers, 61.2K engagements
"@OmerCheeema Morgan Stanley still seems to view memory as a cyclical industry. They expect operating profit to peak in [----] and then gradually decline from [----] onward"
X Link 2026-02-01T10:11Z 68.5K followers, 11.4K engagements
"I'm also researching HPSP. Peter Thiel sponsors JD Vance. JD Vance represents Ohio as his district where Intel's largest fab is located. HPSP has unusually high sales to Intel among Korean semiconductor equipment companies. Peter Thiel's fund appointed Lee Chun-heung the former senior vice president in charge of Intel's packaging to HPSP. Peter Thiel's fund Cresando has stated that it will not sell HPSP but will continue to hold it. Something. something is happening. I learned of this niche Korean semiconductor equipment firm called HPSP that has a virtual monopoly in high-pressure hydrogen"
X Link 2026-02-01T11:10Z 69.9K followers, 130.5K engagements
"I'm considering traveling to Shenzhen. but the prices are insane For the price of one night in a 5-star hotel in Korea you can stay three nights in Shenzhen (based on 5-star hotel standards). I've heard English is barely spoken in Shenzhen. Should I use a Chinese translation app"
X Link 2026-02-01T12:51Z 69.7K followers, 97.4K engagements
"Is anyone aware of why ASML can boast strong orders and deliver outstanding results yet Lasertec reports less impressive performance ASMLs equipment and Lasertecs equipment are sold as a paired set arent they"
X Link 2026-02-02T00:47Z 69.2K followers, 36.8K engagements
"@evrgn11112231 Do you know which firm wrote that report"
X Link 2026-02-02T01:16Z 68.7K followers, [----] engagements
"Bank of America forecasts that due to the sharp rise in DRAM prices smartphone shipments in [----] will decline by a high single-digit percentage while PC shipments will drop by a low double-digit percentage (around 1013%). What surprised me when I saw this table was that contrary to the fear-mongering from many sell-side analysts even though automotive DRAM prices have risen significantly vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic) And the decline in low-end smartphone shipments seems much more severe than I thought theyre projecting"
X Link 2026-02-02T04:46Z 69.4K followers, 86.1K engagements
"Samsung and SK Hynix to Accelerate Conversion Investment in Cutting-edge NAND in Q2 Samsung Electronics and SK Hynix are set to begin large-scale conversion investments in cutting-edge NAND flash. While these plans were previously delayed in favor of DRAM concrete investment schedules are now being finalized. This strategy aims to address the surging demand in the NAND market driven primarily by the AI industry. According to industry sources on the 2nd both Samsung and SK Hynix plan to proceed with conversion investments for cutting-edge NAND during the second quarter of this year. Samsung"
X Link 2026-02-02T07:04Z 69.4K followers, 29.2K engagements
"SCMP: DeepSeeks next-generation model reportedly has trillions of parameters and the sharp increase in model size has slowed down training speed. As a result the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. New: Almost every frontier Chinese AI lab is racing to release major new models before the Lunar New Year including Zhipu GLM-5 and MiniMax M2.2. https://t.co/kGXXNF0H3l Meanwhile despite widespread speculation about V4 DeepSeek is expected to only release a minor upgrade to New: Almost every frontier Chinese AI lab is racing to release major new"
X Link 2026-02-02T07:27Z 68.6K followers, 74K engagements
"Samsung recently carried out an organizational restructuring and reassigned personnel who had been in its power semiconductor organization to core business units such as HBM4 and the 2nm process"
X Link 2026-02-02T12:18Z 69.4K followers, 42.6K engagements
"Teradyne here. Picked some up and its already +21% profit lol @jukan05 What stocks did you buy @jukan05 What stocks did you buy"
X Link 2026-02-02T22:00Z 69.6K followers, 86.9K engagements
"Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first"
X Link 2026-02-02T22:12Z 69.3K followers, 77.8K engagements
"SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing completion this move is analyzed as a rapid response to supply HBM4 for NVIDIA's latest AI accelerator 'Vera Rubin.' SK Hynix plans to expand production capacity through wafer input for 1b DRAM expansion of the Cheongju M15x fab and process conversion at the M16 fab. According to industry sources on the 3rd SK Hynix plans"
X Link 2026-02-02T23:53Z 69.6K followers, 38.2K engagements
"Samsung Leads in HBM4 Performance but Nvidia Backs SK Hynix for Its 'Yield' Samsung Electronics has launched a counteroffensive in the 6th-generation High Bandwidth Memory (HBM4) market by achieving the highest performance among the top three memory makers. However SK Hynix is expected to maintain its market dominance driven by its superior production yields. As global big tech companies like Nvidia face extreme HBM supply shortages they are prioritizing the securing of stable volumes over raw performance. In this environment "yield competitiveness" has emerged as the decisive factor in the"
X Link 2026-02-03T02:34Z 69.5K followers, 17.9K engagements
"Samsung is up more than 10% in a single day today🤯"
X Link 2026-02-03T06:13Z 69.8K followers, 70K engagements
"What Is it already time for OpenAI to start laying off staff OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D"
X Link 2026-02-03T09:13Z 69.3K followers, 231.7K engagements
"Exclusive NVIDIA to Samsung: Skip HBM4 Qual Tests Supply First Requested NVIDIA the undisputed leader in Artificial Intelligence (AI) semiconductors has reportedly requested that Samsung Electronics accelerate the supply of 6th-generation High Bandwidth Memory (HBM4). Samsung is currently undergoing final quality testing for mass production shipments scheduled for February yet NVIDIA has requested supply regardless of the test results. Analysts suggest that NVIDIA is racing to secure HBM4 volumes amidst fierce pursuit from competitors like AMD and Google. This move is being evaluated as a"
X Link 2026-02-03T09:21Z 69.9K followers, 20.8K engagements
"I was imagining something: what if a certain company is trying to acquire Sandisk and since JPM is advising on the deal JPM stopped covering Sandisk because of that Of course it could be for a different reason. But I cant really think of any other explanation"
X Link 2026-02-03T09:57Z 69.5K followers, 77K engagements
"Just in: Samsung and SK hynix are likely to post NAND margin rates of 4050% in 1H26 (ZDNet Korea)"
X Link 2026-02-04T00:44Z 68.9K followers, 32K engagements
"Samsung and SK to Hit Record NAND Margins: "Unprecedented in a Decade" Samsung Electronics and SK Hynix are set to aggressively hike NAND flash prices through the first half of this year. Consequently NAND margin rates for both companies are highly likely to reach the 4050% range. The industry anticipates that NAND products will achieve their highest profitability in nearly ten years a level not seen since the memory super-cycle of [----]. According to industry sources on the 4th the NAND margin rates for Samsung and SK Hynix in the first half of this year are projected to approach the 4050%"
X Link 2026-02-04T00:45Z 69.6K followers, 43K engagements
"Why did AMD miss earnings expectations [--]. Despite TSMC's capacity shortage the buyside excessively overestimated AMD's CPU shipment numbers. [--]. AMD's non-China GPU sales volume fell short of expectations. I've been reading various sell-side reports and the opinions are quite divided/all over the place. $AMD https://twitter.com/i/web/status/2018857354171936836 https://twitter.com/i/web/status/2018857354171936836"
X Link 2026-02-04T01:21Z 69.7K followers, 55.9K engagements
"Nvidias exports of the H200 to China have received approval from the U.S. Department of Commerce but theyre still being delayed as they undergo review by the U.S. State Department"
X Link 2026-02-04T03:24Z 69.4K followers, 35.4K engagements
"https://www.digitimes.com/news/a20260204PD210/market-dram-nand-cxmt-ddr4.html https://www.digitimes.com/news/a20260204PD210/market-dram-nand-cxmt-ddr4.html"
X Link 2026-02-04T04:19Z 69.9K followers, [----] engagements
"GF Securities Overseas Electronic Communications Analysis of Memory Price Impact on Consumer and AI Segments High Memory Prices Leading to Smartphone "Downgrading" Due to the continuous price hikes of LPDDR and NAND smartphone manufacturers' profit margins are being squeezed amidst moderate market demand. Memory now accounts for 20-30% of the smartphone Bill of Materials (BOM). While upgrade plans for high-end and flagship models remain unchanged a "downgrading" trend for mid-to-low-end models has become inevitable. We observe that some Chinese manufacturers are evaluating external storage"
X Link 2026-02-04T05:17Z 69.7K followers, 22.3K engagements
"Exclusive Samsung Foundry Pushes for Price Increase in 48nm Process Samsung Electronics Foundry (semiconductor contract manufacturing) is pushing for price increases for some of its processes. The targets are 4-nanometer (nm) and 8nm processes and the increase is observed to be around 10%. According to the semiconductor industry on the 4th Samsung Electronics Foundry recently shared the possibility of price adjustments for some processes with major partner companies. It is considering price increases centered on processes where demand is concentrated. A design house official stated Recently"
X Link 2026-02-04T06:37Z 69.3K followers, 46.4K engagements
"@KairosPraxis I cant say for sure that its been confirmed. But honestly everyone whos in the know already knew"
X Link 2026-02-04T23:49Z 69.8K followers, [----] engagements
"@evrgn11112231 Thats right. Google selling TPUs externally follows a similar logic. Honestly I still dont understand why Google would sell TPUs to competitors. If theyre really that good shouldnt Google keep them exclusive to itself"
X Link 2026-02-04T23:54Z 68.9K followers, 33.5K engagements
"@TBU12345678 @KairosPraxis We need to factor into the model that MediaTek charges a much lower NRE than Broadcom and that the TPUs MediaTek is responsible for keep getting pushed outso they arent able to true up/collect the production-related payments on time"
X Link 2026-02-04T23:56Z 69.8K followers, [----] engagements
"@TBU12345678 @KairosPraxis I also agree that MediaTeks capabilities are being overrated. Damn I shouldnt have mentioned MediaTek in the main tweet. Im more worried about Googles in-house CoT than MediaTek"
X Link 2026-02-05T00:02Z 69.8K followers, [----] engagements
"Yomiuri reported that TSMC will build its second Kumamoto fab in Japan as a 3nm facility but the scale seems smaller than I expected. They said $17 billion of capex is expected to be deployed. https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/ https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/"
X Link 2026-02-05T00:45Z 68.8K followers, 10.2K engagements
"Me after hearing Thomson & Reuters stock has crashed: Could Claude take down the Bloomberg Terminal"
X Link 2026-02-05T01:11Z 70K followers, 25.2K engagements
"Yeah that was truly a legendary trade"
X Link 2026-02-05T01:35Z 69.3K followers, 92.1K engagements
"Honestly it's getting embarrassing to even call them the M7 now. Excluding Google the other M6 stocks are down 525% from their all-time highs and the only thing propping up the M7's gains has been Google. Over the past [--] months market cap has increased by $1.7 trillion right https://twitter.com/i/web/status/2019239918279750035 https://twitter.com/i/web/status/2019239918279750035"
X Link 2026-02-05T02:41Z 69.7K followers, 57.8K engagements
"BofA (Bank of America) analyst Vivek Arya concluded that it doesnt make logical sense for the chip sector and the software sector to sell off together. He argued that a decline in chip stocks implies deteriorating AI investment returns (ROI) while a decline in software stocks implies AI adoption will become extremely widespreadso those two conclusions are hard to reconcile at the same time. In his view the market is overreacting. Arya noted that the markets implicit judgment behind the selloff in AI-related chip stocks is that AI investments have deteriorated to the point where achieving"
X Link 2026-02-05T02:59Z 69.8K followers, 89.2K engagements
"I still cant believe MSTR nearly made it into the S&P [---] ahead of SanDisk. What business does a company that basically just buys Bitcoin even have"
X Link 2026-02-05T04:17Z 68.8K followers, 28K engagements
"Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. This isnt some secretanyone whos supposed to know already knows. As long as it doesnt go into AI servers its perfectly fine. https://twitter.com/i/web/status/2019265776684056772 https://twitter.com/i/web/status/2019265776684056772"
X Link 2026-02-05T04:24Z 68.8K followers, 97.1K engagements
"https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch"
X Link 2026-02-05T04:24Z 68.7K followers, [----] engagements
""On top of that we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo which would leave not much of the capacity for the rest of us." Even if Dell and HP wanted to use Chinese-made memory Im skeptical theyd be able to secure enough supply. Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. https://t.co/e6yIgEKLI9"
X Link 2026-02-05T04:29Z 69.8K followers, 35.7K engagements
"According to a report by Taiwans Mirror Daily rising memory prices are not expected to affect Apples plans to launch an entry-level MacBook. The report also says that this new entry-level MacBook will be priced around $699$799 and will feature 8GB of RAM along with the A18 Pro chip. It even claims that Apple is forecasting annual sales of [--] million units for this low-cost laptop. https://twitter.com/i/web/status/2019298484848062576 https://twitter.com/i/web/status/2019298484848062576"
X Link 2026-02-05T06:34Z 69.9K followers, 16.8K engagements
""We're still at the beginning not the end""
X Link 2026-02-05T11:37Z 69.5K followers, 25.8K engagements
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