@paurooteri パウロ

パウロ posts on X about ai, dram, samsung, $mu the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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

• [--] Week [---------] +2,541%
• [--] Month [---------] +45%
• [--] Months [---------] +871%
• [--] Year [---------] +328%

Mentions: [--] #

• [--] Week [---] +724%
• [--] Month [---] +451%
• [--] Months [---] +258%
• [--] Year [---] -71%

Followers: [------] #

• [--] Week [------] +1.70%
• [--] Month [------] +7%
• [--] Months [------] +63%
• [--] Year [------] +101%

CreatorRank: [------] #

Social Influence

Social category influence technology brands 19.49% stocks #3880 currencies #2520 countries 1.54% finance 1.03% financial services 0.51% fashion brands 0.51% automotive brands 0.51%

Social topic influence ai #1186, dram #30, samsung #348, $mu #59, $googl #999, ceo 2.56%, in the 2.05%, $6762t 1.54%, $lite 1.54%, $sndk #137

Top accounts mentioned or mentioned by @kjage1 @tshirtnjeans2 @ryunpon000 @jagaimu @hamsarris6 @thevalueist @grok @gogocollie1 @skhynix @nvidias @x_tw_x55 @investmentnso @ai_hyperbull @yukimamax @investramza @nikoliasgoninus @jespabe @tokai_truck @mktinsight7777 @stock_snoop

Top assets mentioned Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) Lumentum Holdings Inc. Common Stock (LITE) Sandisk Corporation (SNDK) NVIDIA Corp. (NVDA) Applied Materials, Inc. (AMAT) Broadcom, Inc. (AVGO) Salesforce Inc (CRM) Now Coin (NOW) Microsoft Corp. (MSFT) SAP SE (SAP) Taiwan Semiconductor (TSM) Arista Networks Inc (ANET) Advanced Micro Devices (AMD)

Top Social Posts

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

"Python https://utokyo-ipp.github.io/ https://utokyo-ipp.github.io/"
X Link 2023-06-11T12:55Z 54K followers, 90.6K engagements

"3 2.74% https://www.unimicron.com/en/money01.html https://www.unimicron.com/en/money01.html"
X Link 2024-04-12T06:32Z 53.8K followers, [----] engagements

"UnimicronHDICoWoSS H100/H2002025Q1 Blackwell 3Q24 4Q24 $NVDA Hopper HDI HDI PCB HDI 3Q24 4Q24 $NVDA Hopper HDI HDI PCB HDI"
X Link 2024-10-11T00:12Z 54K followers, [----] engagements

"Unimicron [--] H100/H200 https://www.unimicron.com/en/money01.html https://www.unimicron.com/en/money01.html"
X Link 2024-10-11T00:18Z 53.5K followers, [----] engagements

"ODMAI Wistron(3231) Wiwynn Inventec (6 )11 AI Wiwynn [--] [---] [----] [---------------] https://money.udn.com/money/story/11162/8409614 https://twitter.com/i/web/status/1865958668577255674 https://money.udn.com/money/story/11162/8409614 https://twitter.com/i/web/status/1865958668577255674"
X Link 2024-12-09T03:16Z 54.1K followers, [----] engagements

"TSMC CoWoSInnoluxAP8 https://ec.ltn.com.tw/article/paper/1684920 https://ec.ltn.com.tw/article/paper/1684920"
X Link 2024-12-31T02:01Z 53.5K followers, [----] engagements

"AIWiwynn L12 CSPYTLLamba CSP https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000721112_YI100MLT2KE6OJ1ZYX9K9 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000721112_YI100MLT2KE6OJ1ZYX9K9"
X Link 2025-05-06T21:16Z 54.1K followers, [----] engagements

"Wistron WiwynnAI https://www.ctee.com.tw/news/20250507700070-439901 https://www.ctee.com.tw/news/20250507700070-439901"
X Link 2025-05-07T03:02Z 53.5K followers, [----] engagements

"WistronAIWiwynn [--] https://www.wiwynn.com/investors https://www.wiwynn.com/investors"
X Link 2025-06-18T01:00Z 54.1K followers, [----] engagements

"ASE ASE Technology Holding25CEOAINVIDIA https://www.ctee.com.tw/news/20250626700066-439901 https://www.ctee.com.tw/news/20250626700066-439901"
X Link 2025-06-26T03:34Z 53.6K followers, [----] engagements

"Inventec1 https://www.ctee.com.tw/news/20250701701997-430502 https://www.ctee.com.tw/news/20250701701997-430502"
X Link 2025-07-01T21:38Z 53.5K followers, [----] engagements

"AI AI https://note.com/paul1211/n/nd097bf57eec4 https://note.com/paul1211/n/nd097bf57eec4"
X Link 2025-07-27T06:41Z 54.1K followers, 593.1K engagements

"6 - opens new tab https://jp.reuters.com/markets/world-indices/5YNAP3FZH5JITH7NQAAQULTUTE-2025-08-13/ http://2330.TW http://2330.TW https://jp.reuters.com/markets/world-indices/5YNAP3FZH5JITH7NQAAQULTUTE-2025-08-13/ http://2330.TW http://2330.TW"
X Link 2025-08-13T21:37Z 53.5K followers, [----] engagements

"Yageo 10100"
X Link 2025-10-22T14:19Z 53.8K followers, [----] engagements

"AIPCBZhen DingUnimicron AIPCB20261.3Zhen Ding 4958PCBUnimicron 3037Kingboard 2368Compal Electronics 2313Tripod 3044Kinsus 3189HDICCLTaikoo Technology 2383Taiyo 6274Unimicron Technology 6213Teng Hui [----] PCB2026 PCB3TSMC1360TSMC [------] PCBAIPCB20261030PCB20251374043712.4%AI AIPCBCCLCCL PCB2024122008.15.8PCB202537578.58.5PCB5.8 https://twitter.com/i/web/status/1984792554316185835 https://twitter.com/i/web/status/1984792554316185835"
X Link 2025-11-02T01:19Z 54.1K followers, 108.9K engagements

"SK Hynix @paurooteri [---] (19%) :(LP) (15%): :(CB) [----] 34%374=33 @paurooteri [---] (19%) :(LP) (15%): :(CB) [----] 34%374=33"
X Link 2026-02-01T03:02Z 53.4K followers, 34.6K engagements

"SK Hynixnote AI [---] SK Hynixnote cHBM4EHBF https://t.co/IzqxEeX4kQ [---] SK Hynixnote cHBM4EHBF https://t.co/IzqxEeX4kQ"
X Link 2026-02-01T03:31Z 53.4K followers, 26.2K engagements

"SK Hynix [----] 3000"
X Link 2026-02-01T10:54Z 53.5K followers, 39.8K engagements

"SamsungSK HynixMicron HBM"
X Link 2026-02-01T12:13Z 53.5K followers, 29.5K engagements

"SK HynixAI AI w SOMFeNAND 👇 AI w SOMFeNAND 👇"
X Link 2026-02-01T14:34Z 53.4K followers, 27.6K engagements

"SK Hynix 1b DRAMHBM4 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 https://t.co/8PIdFM4d4g 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"
X Link 2026-02-03T00:10Z 53.4K followers, 20.2K engagements

"OpenAINvidia BroadcomAI ASIC"
X Link 2026-02-03T03:43Z 54.1K followers, 20.7K engagements

"2 RubinRubin Ultra"
X Link 2026-02-03T08:23Z 54K followers, 27.6K engagements

"NvidiaGPUAMDBroadcom 🥺 🥺"
X Link 2026-02-03T15:12Z 54.1K followers, 69.5K engagements

"$LITE $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa"
X Link 2026-02-03T22:19Z 53.9K followers, 21.5K engagements

"Micron $MU DRAM 125% Just yesterday we got news that $MU is raising DRAM prices by 125% QoQ. Do you really think the industry believes YMTC has the capacity to supply DRAM DDR5 It's all FUD. Folks that don't understand the space will be shaken out and we'll resume the next leg higher inshaAllah. Just yesterday we got news that $MU is raising DRAM prices by 125% QoQ. Do you really think the industry believes YMTC has the capacity to supply DRAM DDR5 It's all FUD. Folks that don't understand the space will be shaken out and we'll resume the next leg higher inshaAllah"
X Link 2026-02-03T22:23Z 54K followers, 158.3K engagements

"$LITE InP EML CEO note 🙇 InP EMLnote https://t.co/lB3OC12HQf InP EMLnote https://t.co/lB3OC12HQf"
X Link 2026-02-03T22:43Z 53.7K followers, 32.2K engagements

"$LITE CEO 30%EML() $LITE CEO on EMLs: Were under-shipping customer demand by 30%. All capacity spoken for in LTAs through [----]. Customers coming back asking for MORE than contracted. No more quarterly price-downs incremental units get incremental pricing. Laser goes pew pew Lumentum 🔊👇 https://t.co/R4kOryVyJn $LITE CEO on EMLs: Were under-shipping customer demand by 30%. All capacity spoken for in LTAs through [----]. Customers coming back asking for MORE than contracted. No more quarterly price-downs incremental units get incremental pricing. Laser goes pew pew Lumentum 🔊👇"
X Link 2026-02-04T01:45Z 53.7K followers, 30.1K engagements

"AI ASIC 1ASIC2028 ICMediaTekASICCEOMediaTekASIC20261020272028ASIC20% Co-PackageCPOHBM3.5DMediaTek [--] MediaTek20261131.21141215026%8%2%46%1.5%31%2% MediaTek320254Dimensity [-------------] [----------] [---------] MediaTek [----] [----] MediaTek202559606000AIDimensityWi-Fi 75G10G PON MediaTek Chromebook 3202548%13%37%Dimensity 202521%30Wi-Fi 735G2026ASIC20261 ICPMIC45%8%11%PMIC20261"
X Link 2026-02-04T21:32Z 54K followers, 12K engagements

"MediaTekDimensity ADAS2026 AI 2026MediaTekAI ASIC2026102027 MediaTek2028MediaTek MediaTekAIMediaTek400G SerDesCPO3.5DHBMIVR ChromebookDGX SparkNVIDIAGB10MediaTek202580%102026 MediaTekCFODavid KuMediaTek46% https://twitter.com/i/web/status/2019162387870617808 https://twitter.com/i/web/status/2019162387870617808"
X Link 2026-02-04T21:33Z 54K followers, [----] engagements

"Google 1750-1850 AGI Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL https://t.co/iCPTR76C5H Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL"
X Link 2026-02-04T21:53Z 54K followers, 74.1K engagements

"TPUBroadcom $AVGO"
X Link 2026-02-04T21:55Z 54.1K followers, 34K engagements

"GPU Intel GPU NvidiaWistronGigabyte OEM CEO3GPUAINVIDIAAMD23173231AIMSI AINvidiaNvidiaAINvidiaAIIntelASE Technology Holding Co. Ltd.IntelIntelGPU AI0.9%2.1% GPUNVIDIAAMDAIGPU [--] 10IntelAIGPUGPUCrescent IslandGaudi [--] GPUCrescent IslandIntel Gaudi [--] https://twitter.com/i/web/status/2019168876278477003 https://twitter.com/i/web/status/2019168876278477003"
X Link 2026-02-04T21:59Z 53.4K followers, 11.5K engagements

"Google TPU: Google202752%TPU : Gemini : 2024GoogleAWS2027MetaMicrosoftMaia : NVIDIA Broadcom vs MediaTek: BroadcomGoogleMediaTek TPU v8GoogleBroadcomSunfishMediaTekZebrafish BroadcomGoogleMediaTek Alchip: AlchipAWSMarvellAWS Marvell : 20278%20242027 : AWSTrainiumHBM/SRAMCelestial AIOptical Connectivity https://twitter.com/i/web/status/2019170524103127399 https://twitter.com/i/web/status/2019170524103127399"
X Link 2026-02-04T22:05Z 54.1K followers, 52.2K engagements

"Samsung HBM4 HBM4Rubin P4DRAM20%HBM4 4P4DRAM20%HBM410nm61cDRAMHBM4AI HBM41c DRAM P4202511012DRAMHBM41c DRAM HBM4NVIDIAAMDAIHBM1c DRAM12 DRAM6612118% 1c DRAM671c DRAM20DRAM25%HBM4 * S5 HBM44nm * P5 [--] * [--] 1c DRAM AI AI HBM41c DRAM20241c DRAM HBM4AIP4 AI164GB DDR5 DRAM98% https://twitter.com/i/web/status/2019304149687681290 https://twitter.com/i/web/status/2019304149687681290"
X Link 2026-02-05T06:56Z 54K followers, 15.5K engagements

"GoogleMediaTek Google TPU MediaTek Google2025914.5202617501850AIAITPUAI2TPU v72027v820272028 GoogleAITPUAITPUCSPASIC NVIDIAASICGoogleTPUASICGoogle MediaTekBroadcomV7V7eASICMediaTekV8eV8eGoogle MediaTekGoogle MediaTekMetaMeta MediaTekGoogle2028Google MediaTekCEOASIC MediaTekAIMediaTek ASIC Google ASIC Broadcom GoogleAIMediaTek2 https://twitter.com/i/web/status/2019540776225763623 https://twitter.com/i/web/status/2019540776225763623"
X Link 2026-02-05T22:36Z 54.1K followers, 11.8K engagements

"TSMCCoWoSASE ASE32 ASECOOAILEAP1632 ASE5157%50100100150ATM12425% AI2 2026LEAP75%25%ATM ASE1510 ASE2026152025556020267075 ASE458%EPSNT$9.37ATM23%36%2026AISiP https://twitter.com/i/web/status/2019612799895552128 https://twitter.com/i/web/status/2019612799895552128"
X Link 2026-02-06T03:23Z 54.1K followers, 11K engagements

"Qualcomm auto 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) https://t.co/LHO7JtcwXA 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) https://t.co/LHO7JtcwXA"
X Link 2026-02-06T03:37Z 54.1K followers, 14.9K engagements

"TSMC Fab [--] TSMCJASMFab [--] TSMC5Fab23nmTSMCIC3nmTSMCFab23nm2028Fab2Fab18 TSMCC.C. Wei TSMCFab 23nmFab 220282nmFab 2Fab 183nmFab 18NVIDIAAIA16 JASMCIS3 JASMAITSMC https://twitter.com/i/web/status/2019622653250924632 https://twitter.com/i/web/status/2019622653250924632"
X Link 2026-02-06T04:02Z 53.8K followers, 13.9K engagements

"BroadcomAI ASIC VMWare"
X Link 2026-02-06T04:04Z 54.1K followers, 17.5K engagements

"Agent AICPU DDR5 AMD10 AMDCPU https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/ https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/"
X Link 2026-02-06T13:44Z 54.1K followers, 14.6K engagements

"SoC https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&cat=0&cat1=&cat2=&id=744248&packageid=75280 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&cat=0&cat1=&cat2=&id=744248&packageid=75280"
X Link 2026-02-06T21:45Z 53.9K followers, 21K engagements

"SK Hynix [--------] SK2964% AI 2SKAI2964% AIHBM [-----------] [----] SKSK PS10% 1000% [--] 80%20%2 AISK AIHBM SK SK AI2025472000971000 HBM2 458.4%2018TSMC54%SKAI TSMC10% https://twitter.com/i/web/status/2019895367203197279 https://twitter.com/i/web/status/2019895367203197279"
X Link 2026-02-06T22:05Z 53.4K followers, 21K engagements

"SK Hynix 5000"
X Link 2026-02-06T22:07Z 53.5K followers, 34.2K engagements

"Wistron2EMS AI1.5 AI1.5 32312025AI1.5AI232027 [--] AI5000AIAIAI1.523AI20272026 CSPAIAIAI [---] 101990200012283670010.5%151.5%3 https://twitter.com/i/web/status/2019901996665557244 https://twitter.com/i/web/status/2019901996665557244"
X Link 2026-02-06T22:32Z 53.4K followers, [----] engagements

"AWS GPU ☑1 AI AI ☑1 AI AI"
X Link 2026-02-06T23:23Z 54.1K followers, 60.2K engagements

"Micron RubinHBM4 note"
X Link 2026-02-07T04:02Z 54K followers, 23.5K engagements

"Mediatek2nmA14 MediaTekTSMC2nm A14 ASIC + COUPE3.2T AIMediaTekCOOAIMediaTekTSMC2nmA14COUPECompact General Purpose Photonic EngineMediaTek3.2T AI23AI MediaTekTSMCTSMC2nmMediaTekA14 MediaTekCPOTSMCCOUPEMediaTekMicroLED AOCHBM MediaTekXPUAI ASICCSPNVIDIASOCCOMPUTEX MediaTek2026AIAI https://twitter.com/i/web/status/2019996903409348976 https://twitter.com/i/web/status/2019996903409348976"
X Link 2026-02-07T04:49Z 54.1K followers, 10.3K engagements

"CoWoS [------] ASEPowertechWoS TSMCCoWoS1150004 AIHPCTSMCASE Technology HoldingPowertechSPILKing Yuan Electronics AIASIC32CoWoS TSMC5205602025409TSMC10%20% TSMCCoWoS20257115000CoWoSTSMC8 ASE20253421 ASE1532CoWoSOSCP3 ASECoWoSCoWASECSP ASESPIL1SPIL520272028 SPIL Powertech2028300400FOPLP AI4 393720020253703050% https://twitter.com/i/web/status/2019998384921465023 https://twitter.com/i/web/status/2019998384921465023"
X Link 2026-02-07T04:55Z 54.1K followers, 14.7K engagements

"PONvidia HBM4 8NVIDIAHBM43 [--] POHBM4AIVera Rubin HBM4PO GTC 2026HBM4 HBM4 HBM4JEDEC HBM41c106DRAM4 HBM4JEDEC8Gbps11.7Gbps JEDEC37HBM3E9.6Gbps22 HBM42.43TB/s1236GB 1648GB HBM HBM3HBM4 HBM4 HBM HBM4 HBM4 https://twitter.com/i/web/status/2020302389904064697 https://twitter.com/i/web/status/2020302389904064697"
X Link 2026-02-08T01:03Z 54K followers, 10.9K engagements

"Broadcom Panel Level Fan Out https://www.pti.com.tw/en/tech/advancetechnologycategories/panel-level-fan-out https://www.pti.com.tw/en/tech/advancetechnologycategories/panel-level-fan-out"
X Link 2026-02-08T01:53Z 54.1K followers, 10.5K engagements

"DRAM NAND DRAMeMMCSSD DRAMDDR5/DDR4DDR3 DDR5DDR4 DDR3 * DDR5 2Gx8: SK Hynix [----] M-Die28.505600 A-Die52.00 * DDR4 2Gx8: SK Hynix New-Die88.00CJR-XNC68.00 * DDR4 1Gx8 (3200): SK Hynix DJR-XNC/New-Die35.00/45.00Samsung WC-BCWE40.00 * DDR4 512x8 (3200): Samsung WF-BCWE7.00 * DDR4 512x16 (3200/2666): SK Hynix DJR-XNC30.00Samsung WC-BCWE/WC-BCTD31.00 * DDR4 256x16: Samsung WF-BCTD7.70 NAND FlashWafereMMCSSD Wafer eMMC SSD TFmicroSD TF https://twitter.com/i/web/status/2020355280056602677 https://twitter.com/i/web/status/2020355280056602677"
X Link 2026-02-08T04:33Z 53.9K followers, 15K engagements

"Mediatek RSU1000 AIAI ASIC 3MediaTek20263000 ICMediaTekASIC2026AI MediaTekCOOSerDes224G SerDes2026400G MediaTekASICASICASIC2026102027CoWoSMediaTek20262027 ASICXPUCSPHPCMediaTekCPO2.5D3D MediaTekTSMCTSMCCoupeIntelMediaTekTCOHBM MediaTekAI1NAI01 23GUI2026AIMediaTekAI MediaTek3000MediaTekR&DHPCAI https://twitter.com/i/web/status/2020360772145320169 https://twitter.com/i/web/status/2020360772145320169"
X Link 2026-02-08T04:55Z 54.1K followers, 11K engagements

"OpenAI going to soon feel how inefficient its been to do work with a computer going to soon feel how inefficient its been to do work with a computer"
X Link 2026-02-08T14:45Z 53.5K followers, 284.7K engagements

"3nm CoWoS SoftBankBroadcomAI ASIC 3nmTSMC TSMCC.C. WeiFab 26nm3nm TSMC3 TSMCTSMC20232TSMC7AITSMC TSMC23nmTSMC TSMC ICSUMCO TOKJSRSCREENTELTSMC TSMCRapidus TSMC263 RapidusTSMC3TSMC TSMC199720201202133D ICTSMC20370TSMC180190 3TSMCASE https://twitter.com/i/web/status/2020601587182559529 https://twitter.com/i/web/status/2020601587182559529"
X Link 2026-02-08T20:52Z 54.1K followers, 12.9K engagements

"SSDDRAM DRAM"
X Link 2026-02-08T22:01Z 53.5K followers, 11.2K engagements

"5 $AMAT ASML / 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 https://t.co/y0SFnIZGs0 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"
X Link 2026-02-08T22:18Z 54.1K followers, 38.7K engagements

"The bearish thesis on Micron feels unsubstantiated as the GS report fails to account for the yield ramp complexities of 1c DRAM and HBM4. Considering these nodes are the primary determinants of effective capacity and wafer conversion efficiency a deeper dive into the technical execution is essential for an accurate valuation. https://twitter.com/i/web/status/2020744882453987674 https://twitter.com/i/web/status/2020744882453987674"
X Link 2026-02-09T06:21Z 54K followers, 50.5K engagements

"1c DRAMHBM41bHBM3EHBM3ESamsung1"
X Link 2026-02-09T06:26Z 54K followers, 60.1K engagements

"Huge MLCC😂 It is common to adapt multi leads type of MLCC at the high frequency. AMD likes to use [--] leads MLCC. Nvidia likes to use square type. Future MLCC #SemiconJapan2025 https://t.co/rMyjIwlQXv Future MLCC #SemiconJapan2025 https://t.co/rMyjIwlQXv"
X Link 2026-02-09T07:24Z 53.6K followers, 21.3K engagements

"ASMLEUV [--] Booking - AIHBM SK HynixMicronEUV - SamsungEUV Yes note500 https://t.co/EeAymXxOsX 🙏 AIAI note500 https://t.co/EeAymXxOsX 🙏 AIAI"
X Link 2026-02-09T09:19Z 53.5K followers, 35.8K engagements

"HBM4 MicronBase Die 📢 #Samsung bounces back Reportedly first to ship #HBM4 post-Lunar New Year with top-tier performance thanks to 1c DRAM + 4nm foundryso why did #NVIDIA give SK hynix the lions share 💡More: https://t.co/7YtBwTMxEP 🔗 https://t.co/cxQKPJGetM 📢 #Samsung bounces back Reportedly first to ship #HBM4 post-Lunar New Year with top-tier performance thanks to 1c DRAM + 4nm foundryso why did #NVIDIA give SK hynix the lions share 💡More: https://t.co/7YtBwTMxEP 🔗 https://t.co/cxQKPJGetM"
X Link 2026-02-09T09:51Z 54.1K followers, 44.6K engagements

"Chairman Choi Tae-won of SK Hynix just pulled a 'Double Revenge' move. After that chicken dinner in Korea with Samsungs Lee and Jensen Huang he took the fight to Silicon Valley for a 2x-spicier payback feast LOL SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi Tae-won currently visiting the United States met with Nvidia CEO Jensen Huang for a chicken-and-beer gathering in Silicon Valley. Observers say the SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi"
X Link 2026-02-09T10:49Z 53.9K followers, 27K engagements

"ASE [----] ASE ($3711.TW) Tester Capacity keeps expanding: https://t.co/rmqrZVd40e ASE ($3711.TW) Tester Capacity keeps expanding: https://t.co/rmqrZVd40e"
X Link 2026-02-09T12:09Z 54.1K followers, 24.1K engagements

"DDR5LPDDR550% HBM4w HBM4w"
X Link 2026-02-09T13:46Z 53.6K followers, 66.9K engagements

"HBM4 note note NvidiaCoWoSHBM https://t.co/npECHpB0aP note NvidiaCoWoSHBM https://t.co/npECHpB0aP"
X Link 2026-02-09T14:11Z 54K followers, 34.6K engagements

"HBM4HBM3E 2"
X Link 2026-02-09T15:05Z 54K followers, 21.3K engagements

"@TShirtnJeans2 It is. Agent CPU needs much more CPU and DRAM"
X Link 2026-02-09T23:02Z 53.7K followers, [---] engagements

"Agent AIx86 CPUDRAM"
X Link 2026-02-09T23:03Z 53.6K followers, 18.9K engagements

"Foxconn1 AI AI AI 3+3+3CMMFIHCEO2025CMM [---------] 111AI15"
X Link 2026-02-10T03:28Z 53.7K followers, 12.5K engagements

"TDK MLCC [--] 1YageoAI113030003Walsin TechnologyKEMET4245 Kingston Technology12 9113030005.5%27.1%34.9%32.5% Yageo1AI1 KEMET131539002022713.7%26.1%KEMETAIGPU2024KEMET 142200212.9%50.2%"
X Link 2026-02-10T03:36Z 53.7K followers, 16.4K engagements

"@RYUNPON000 Intel 7"
X Link 2026-02-10T07:42Z 53.8K followers, [---] engagements

"We should not underestimate Samsungs 2nm process. They remain the only player besides TSMC to have successfully mass-produced and commercialized the 3nm GAA architecture as seen in the Galaxy Watch. Currently the company is riding a wave of strong momentum backed by high-profile projects including Teslas AI chips Apples image sensors and their proprietary eSSD controllers and HBM base dies. "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"
X Link 2026-02-10T08:08Z 54.1K followers, 28.7K engagements

"HBM4Micron $MU note https://note.com/paul1211/n/n3a4077c4c486 https://note.com/paul1211/n/n3a4077c4c486"
X Link 2026-02-10T12:49Z 54K followers, 471.1K engagements

"warm kv-cache HBMLPDDR5x/DDR5TLC NAND SSDQLC NAND SSD"
X Link 2026-02-10T13:37Z 53.9K followers, 24.3K engagements

"SNS SK Hynix"
X Link 2026-02-10T14:04Z 53.9K followers, 68.5K engagements

"TSMC MediaTek Realtek NovatekSamsung SK Hynix"
X Link 2026-02-11T00:20Z 54.1K followers, 37.5K engagements

"N2 CoWoS Nvidia Broadcom TSMCTSMCTSMC1 https://t.co/gEucgz0Omh TSMCTSMCTSMC1 https://t.co/gEucgz0Omh"
X Link 2026-02-11T00:59Z 54.1K followers, 16.5K engagements

"Micron $MU note HBM4Micron $MU note https://t.co/1bXbhT4cVM HBM4Micron $MU note https://t.co/1bXbhT4cVM"
X Link 2026-02-11T01:16Z 53.9K followers, 48.6K engagements

"AI InferenceReasoning"
X Link 2026-02-11T03:40Z 54.1K followers, 45.4K engagements

"@gogocollie1 @TheValueist Pre-training Reasoning DRAM"
X Link 2026-02-11T05:31Z 54K followers, [---] engagements

"NvidiaAMDIntel + AI ASIC 3YouTubehttps://t.co/yuADt8zKMz 3YouTubehttps://t.co/yuADt8zKMz"
X Link 2026-02-11T05:49Z 53.9K followers, 54.3K engagements

"$NOW $CRM $MSFT $SAP $NOW $CRM $MSFT $SAP"
X Link 2026-02-11T06:19Z 53.9K followers, 82.8K engagements

"DRAM NAND https://www.trendforce.com/news/2026/02/11/insights-memory-spot-price-update-lunar-new-year-slows-dram-spot-trading-price-gap-narrows/ https://www.trendforce.com/news/2026/02/11/insights-memory-spot-price-update-lunar-new-year-slows-dram-spot-trading-price-gap-narrows/"
X Link 2026-02-11T21:36Z 54.1K followers, 14.3K engagements

"$MU HBM4CFO Rubinnote 🙇 HBM4Micron $MU note https://t.co/1bXbhT4cVM HBM4Micron $MU note https://t.co/1bXbhT4cVM"
X Link 2026-02-11T23:19Z 54.1K followers, 37.4K engagements

"HBM4EUVHBM4E noteFab😤 noteFab😤"
X Link 2026-02-11T23:22Z 54K followers, 15.6K engagements

"Yield is the decisive factor in this competition. While the 1c contribution ratio may be limited the maturity of the power delivery network (PDN) within the base die plays a vital role. A long-term strategic outlook will be essential. Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have been a foolish move. [--]. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers. That said what I don't understand is this: even SK Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have"
X Link 2026-02-11T23:27Z 54.1K followers, 18.9K engagements

"HBM4Micron HBM4E"
X Link 2026-02-11T23:29Z 54K followers, 16.2K engagements

"Agent AIDRAM @paurooteri https://t.co/RRGveA1TRW @paurooteri https://t.co/RRGveA1TRW"
X Link 2026-02-12T03:29Z 54K followers, 53.6K engagements

"HBM320% @paurooteri DRAM https://t.co/nwpbckx3aI https://t.co/DS9BButQ89 @paurooteri DRAM https://t.co/nwpbckx3aI https://t.co/DS9BButQ89"
X Link 2026-02-12T03:59Z 54K followers, 19.5K engagements

"AI note noteAInote https://t.co/i90JdbGzyZ noteAInote https://t.co/i90JdbGzyZ"
X Link 2026-02-12T04:03Z 54K followers, 28.2K engagements

"Samsung☝ NAND"
X Link 2026-02-12T07:41Z 54K followers, 23.6K engagements

"Q4 note https://note.com/paul1211/n/n52ba7e425f4b https://note.com/paul1211/n/n52ba7e425f4b"
X Link 2026-02-12T10:12Z 54K followers, 23.9K engagements

"DRAMNAND AI AISamsungSK HynixMicronHBMDDR5Commercial and Financial News AI20252026DRAM160%70%NAND80%100%NAND SK HynixMicronHBMDDR5SSDDRAMNANDSK Hynix2 AI [----] DRAM 35%NAND 92% AI 9202618090%DRAM9095%15560%20262027 [--] ADATA320.625331527041000 ADATA202531346300202612702002026 DRAMHBMDRAMDRAM NAND12026 https://twitter.com/i/web/status/2021897589868888213 https://twitter.com/i/web/status/2021897589868888213"
X Link 2026-02-12T10:42Z 54K followers, 16.3K engagements

"3 [--] -14.29% K https://www.sas-globalwafers.com/fc-new/ https://www.sas-globalwafers.com/fc-new/"
X Link 2026-02-12T11:14Z 54K followers, 27K engagements

"MicronHBM4 HBM4Micron $MU note https://t.co/1bXbhT4cVM HBM4Micron $MU note https://t.co/1bXbhT4cVM"
X Link 2026-02-12T13:02Z 54K followers, 30.6K engagements

"ASE25 348125ChipMOSASE STSP42024TSMCSTSP52025710STSP5 [-------] 25ASEASE 5T232026 https://twitter.com/i/web/status/2022064788101378196 https://twitter.com/i/web/status/2022064788101378196"
X Link 2026-02-12T21:46Z 54.1K followers, [----] engagements

"TFT-LCDAUOInnoluxLGLGD7 TSMC2024Innolux4171.4AITSMCMicronASESK Hynix Innolux5629MicronPowerchipInnolux5 5DIGITIMESASE ASEASE Innolux5Radiant OptoelectronicsAU OptronicsAU OptronicsEpistarRadiant Optoelectronics"
X Link 2026-02-12T22:06Z 54.1K followers, 11.9K engagements

"AU69AIHPCFOPLPAI 2HannStar DisplayWistron NeaveWistron NeaveWistron NeaveCSPHannStar Display AMOLEDJingjin2026131TSMCMicron LCD LGDP7SKSKP7SKP7LGDLGDP7 https://twitter.com/i/web/status/2022069974626713608 https://twitter.com/i/web/status/2022069974626713608"
X Link 2026-02-12T22:07Z 54.1K followers, 10.1K engagements

"Samsungnote"
X Link 2026-02-13T03:12Z 54.1K followers, 11.3K engagements

"3000 AIAI AIAI AI 🤗 https://t.co/p8PhfuYu7d AIAI AIAI AI 🤗 https://t.co/p8PhfuYu7d"
X Link 2026-02-13T11:26Z 54.1K followers, 46.6K engagements

"Broadcom IPORSU IPORSU"
X Link 2026-02-13T13:57Z 54.1K followers, 43.3K engagements

"https://www.ctee.com.tw/news/20260216700305-430501 https://www.ctee.com.tw/news/20260216700305-430501"
X Link 2026-02-16T09:47Z 54.3K followers, [----] engagements

"Intel + AI ASIC [--]. MediaTekASICTPUBroadcom [--]. GoogleMediaTek224G SerDes IP Broadcom [--]. BroadcomTPU v9AXIntelEMIB [--]. IbidenGoogle TPU [--]. Google TPUHBM4HBM4E UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears"
X Link 2026-02-10T23:51Z 54.3K followers, 81.6K engagements

"Vera shows respectable improvements over Grace particularly regarding SMT and L1/L2 cache performance. The bottleneck however lies in the fact that the BlueField [--] DPU is essentially Grace-based. This ARM processor is likely to cause regressions and due to data semantics issues those problems will propagate to Vera. That said it remains a significant step up from the GB300. Looks like Olympus (Vera CPU) is as trash as Grace CPU Only Amazon has successfully built a proper server CPU on ARM Looks like Olympus (Vera CPU) is as trash as Grace CPU Only Amazon has successfully built a proper server"
X Link 2026-02-13T13:31Z 54.3K followers, 20.4K engagements

"In this context Arista Networks which competes directly with Nvidia's Spectrum-X in the ethernet switch market cannot simply tout AMD's success. On the contrary Arista's comments likely underscore the strong momentum and market dominance of Nvidia's Spectrum-X. $ANET says $AMD is taking market share from $NVDA A year ago deployments were almost entirely $NVDA around 99%. Today about 20% to 25% of our deployments use $AMD. https://t.co/PdpXijvEZY $ANET says $AMD is taking market share from $NVDA A year ago deployments were almost entirely $NVDA around 99%. Today about 20% to 25% of our"
X Link 2026-02-14T14:15Z 54.3K followers, 34.6K engagements

"AI AI https://t.co/BNe3pKF8ax AI AI https://t.co/BNe3pKF8ax"
X Link 2026-02-16T03:03Z 54.3K followers, 27.7K engagements

"AI note https://note.com/paul1211/n/ne67aaeb9ad41 https://note.com/paul1211/n/ne67aaeb9ad41"
X Link 2026-02-16T03:15Z 54.3K followers, 32.7K engagements

"https://www.hankyung.com/article/202602156632i https://www.hankyung.com/article/202602156632i"
X Link 2026-02-16T11:34Z 54.3K followers, [----] engagements

"Sunny OpticalLargan Precision2026iPhone [--] https://news.yahoo.co.jp/articles/bb65296707071c9ef01b0be7f200bdcee994e475 https://news.yahoo.co.jp/articles/bb65296707071c9ef01b0be7f200bdcee994e475"
X Link 2024-12-28T00:25Z 54.3K followers, [----] engagements

"AIOEM/EMS Wiwynn https://www.ctee.com.tw/news/20250428701650-430502 https://www.ctee.com.tw/news/20250428701650-430502"
X Link 2025-04-28T15:09Z 54.3K followers, [----] engagements

"AInote https://note.com/paul1211/n/nb415d2ad8bae https://note.com/paul1211/n/nb415d2ad8bae"
X Link 2025-11-05T14:06Z 54.3K followers, 539.9K engagements

"EMS AI 🍐 QuantaWistronWiwynn [--] AI 2382710101030%3AI QuantaWistronInventecAINVIDIARubin 10173196005.9%27.4%350110AI101660046.8% 10185062009.0%92.2%3102104.5%16.7%90 Wistron4PC510%PCPCAI4 1031091264005.7%157.9%AI 32668240020.9%172.8%8.8%0.2154110027.1%143.5%182.921 https://twitter.com/i/web/status/1986918667834228742 https://twitter.com/i/web/status/1986918667834228742"
X Link 2025-11-07T22:08Z 54.3K followers, 10.9K engagements

"TSMC ASMLJ&AKLA-TexKOKUSAI ELECTRICCLASSIC R&DSUMCOChiao Li ChemicalHosung TechnologyDa San Yi ConstructionUbek Technology"
X Link 2025-11-26T22:12Z 54.3K followers, 462.1K engagements

"Rubin M9 Panasonic Q-glassNEZ [--]. PCB [----] /EMC6274 /TUC3037 /Unimicron * AWS Trainium [--] * 3PCB/CCL * CCL EMC7TUC3 * PCB GCE70% * Google TPU * M820%30% * PCB03 * Meta * 2M8.5 CCL + 44MLP3 * CCL35 * Nvidia VR200 * M9Switch trayM9 * CPOCo-Packaged OpticsSwitch IC2Unimicron * * PCBCCL/PCB * T-glass20252Q40 * Q-glassM9 * E-glass2-410 * ABF/BT [--]. * DDR4 [--] 100% 16Gb * NOR Flash 120% * MLC NAND [--] [--]. [----] Jentech * 20252029EPS $36.8 / $61.3 / $151.4 / $208 / $229 * * Nvidia VR300 KyberMcL * 20264VR2002U 300W TDP * McLTAM350012.5203027.4 * TIM 2ASP6 [--]. [----] Fositek * AIRail kit * * 10%4050% *"
X Link 2025-12-05T03:34Z 54.1K followers, 19.3K engagements

"YAGEO TDK YAGEO [--------] [--]. https://t.co/pfQkWJcFOx YAGEO [--------] [--]. https://t.co/pfQkWJcFOx"
X Link 2026-01-02T04:29Z 54.2K followers, 30.2K engagements

"AI Nvidia Delta Electronics Technology 12*2327644933578043804220251247NVIDIA22026 2472123NVIDIA9474 12652002022224.7%52%20254181600435.8%43.5%202554260015.7%3AIAIMLCCMLCC 12912123740014.1%24.1%4741070012.4%20253766008.9%4 http://E.Phone http://E.Phone"
X Link 2026-01-12T02:28Z 54.2K followers, 11.6K engagements

"PC Yageo [--] 20% Yageo2327Yageo2115%20% KEMET0402-120612615%11615%20% YageoRC0402RC0603RC0805RC120621Yageo https://twitter.com/i/web/status/2012127396942790819 https://twitter.com/i/web/status/2012127396942790819"
X Link 2026-01-16T11:38Z 54.2K followers, 28.4K engagements

"T-glass2026Q1 Unimicron TechnologyBuyTWD41853%AITSMC2026520560ResonacTECCLPP30%31AIT20262028ABFAI2026/277.8%/24.0%2027EPS TWD16.722520TWD2702027EPS16T1Q262Q-3Q26Nittobo1H27ABF2027-28E81610-12 Nomura: Unimicron Technology reiterate Buy with a higher TP of TWD418 implying 53% upside Recently TSMC (2330 TT Buy) announced record capex (USD52-56bn) for 2026E well-above consensus of USD48-50bn on booming AI demand (report) and Resonac (4004 JP Buy) announced to Nomura: Unimicron Technology reiterate Buy with a higher TP of TWD418 implying 53% upside Recently TSMC (2330 TT Buy) announced record"
X Link 2026-01-19T09:43Z 54.1K followers, 49.5K engagements

"InventecNVIDIA H200 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000744394_TG94YAY38PKWET5E5I3WV https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000744394_TG94YAY38PKWET5E5I3WV"
X Link 2026-01-21T04:44Z 54.1K followers, 15.8K engagements

"$SNDK SanDisk $SNDK ABSOLUTELY CRUSHED THEIR EARNINGS Sales $3.03B vs Est. $2.64B EPS $6.20 vs Est. $3.33 Net Income $967M vs Est. $498M Q3 Guidance Sales $4.6B vs Est. $2.9B EPS $13.00 vs Est. $4.21 https://t.co/fKYIzwN4i0 $SNDK ABSOLUTELY CRUSHED THEIR EARNINGS Sales $3.03B vs Est. $2.64B EPS $6.20 vs Est. $3.33 Net Income $967M vs Est. $498M Q3 Guidance Sales $4.6B vs Est. $2.9B EPS $13.00 vs Est. $4.21 https://t.co/fKYIzwN4i0"
X Link 2026-01-29T21:34Z 54.2K followers, 80.6K engagements

"I respectfully disagree with GS. We are seeing an explosion of warm data including KV caching for Agentic AI within MoE architectures RAG databases for coding and the weights of various models. As generative audio image and video tools are democratized for general users the demand for NAND is set to see explosive growth. 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"
X Link 2026-01-30T13:47Z 54.3K followers, 54.5K engagements

"/ AI/AI 6G Samsung HBM3E RISC-V ARM"
X Link 2026-02-03T03:48Z 54.1K followers, 17.3K engagements

"MLCC Yageo Walsin Technology MLCCMLCC20%23272492 MLCCYageo YageoWalsin TechnologyAI CSPAIKEMET20%30%2 MLCC MLCCAI1MLCC AIMLCCMLCC10%20% AIMLCCYageo18%22%MLCC18%20%11%13% https://twitter.com/i/web/status/2018807121069171113 https://twitter.com/i/web/status/2018807121069171113"
X Link 2026-02-03T22:01Z 54.2K followers, 14.4K engagements

"Unimicron is impressive but there is still a significant gap to close before they can match Ibidens warpage control and multilayer yield management(16layers). When it comes to embedded silicon(EMIB-T) warpage becomes a fatal issue. As we move toward Rubin Rubin Ultra and increasingly massive AI ASICs Ibidens competitive advantage will only continue to grow. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development"
X Link 2026-02-04T14:29Z 54.1K followers, 22.7K engagements

"AI ASIC GoogleBroadcom : 2024202710AIASIC3 : 2028AI ASIC1500GPU : GoogleAWSMicrosoftMetaXPU Google: GeminiGoogle TPU2027 AWS: Trainium : 2024GoogleAWS100%2027MetaMTIAMicrosoftMaia Broadcom: AI ASIC202760% Marvell: 20278% TSMC: 10AI ASIC99% https://twitter.com/i/web/status/2019170137576992855 https://twitter.com/i/web/status/2019170137576992855"
X Link 2026-02-04T22:04Z 54.2K followers, 24.5K engagements

"TSMC [--] 400B 36.8% AI"
X Link 2026-02-10T05:38Z 54.3K followers, 65.8K engagements

"Holy crap. If this is true demand for HBM LPDDR5X and eSSD is going to absolutely skyrocket. Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK"
X Link 2026-02-10T13:16Z 54.3K followers, 35.5K engagements

"Its comical. Even major players are trapped in this outdated binary of 'Training vs. Inference.' They think theyve mapped out the future but theyve completely missed the 'Reasoning' layer that actually powers Agentic AI. It's like trying to explain a brain by only talking about its electrical consumption. @TheValueist However if you look at the next page the wafer demand for DRAM will triple in the next [--] years but the demand for NAND will only double. Why do you think https://t.co/xz7A3nJwBj @TheValueist However if you look at the next page the wafer demand for DRAM will triple in the next 4"
X Link 2026-02-11T04:09Z 54.3K followers, 24.8K engagements

"SSD AICPUDRAM # HBM4 AICPUDRAM # HBM4"
X Link 2026-02-11T04:38Z 54.3K followers, 39K engagements

"TSMC 100% SamsungDRAM100% NAND SUMCO https://t.co/UvEfei3pU8 SUMCO https://t.co/UvEfei3pU8"
X Link 2026-02-11T06:44Z 54.3K followers, 47.6K engagements

"AI AI AI2026AI AIAIAI2025AI2026AIODMQuantaFoxconnPegatronInventecWistron [--] 11520252123650.54% 23AI3 1AI6TSMCNVIDIA AI20273 NVIDIA3GTCVera RubinBlackwell AI33 ASICAIGPUNVIDIAGPUHBMHBMDDR5 Inventec Ye Licheng : AI 1202025AI40%AI 202610AI2026AI PCAI 2027100NT$890 NVIDIA Compal Chen Rui-cong : AI 122PCAIAI GPU 52L10L11SMT 2025AI80%AI PCNB/PC5060% 5GAIPC29%40%NB/PC 2027PC/PC910CompalPC/PC 3AI202720283HBMPC151840 [----] 123AICEO3 GB200GB300CSPCSPCSPAI GPUAI ASIC2026ASIC AI20242025320263 3AI32026 AIAI212 20002003AIAIAI AI 2625CEO2026AIAI1.5 AIAI3000500020271.5AIAI1.5 WistronAIAIWistronWistron AI34%AI"
X Link 2026-02-12T10:49Z 54.3K followers, 14.8K engagements

"Seagate $STX SanDisk $SNDK Micron $MU"
X Link 2026-02-12T14:43Z 54.3K followers, 24.8K engagements

"Applied Materials $AMAT DRAM/HBM 1note DRAM/HBMApplied MaterialsnoteDRAM https://t.co/8EXT3DslOt DRAM/HBMApplied MaterialsnoteDRAM https://t.co/8EXT3DslOt"
X Link 2026-02-12T23:02Z 54.1K followers, 21.3K engagements

"20263.54%7.71%AI Taiwan just hiked its [----] growth forecast to 7.71% from 3.54% pointing to the AI export boom. That lines up with Taiwans January exports +69.9% YoY (fastest in [--] years) and the finance ministry looking for Feb exports +20% to +27% YoY. Taiwan just hiked its [----] growth forecast to 7.71% from 3.54% pointing to the AI export boom. That lines up with Taiwans January exports +69.9% YoY (fastest in [--] years) and the finance ministry looking for Feb exports +20% to +27% YoY"
X Link 2026-02-13T10:29Z 54.3K followers, 71.1K engagements

"SK Hynix SK [--]. 20262027OP * [-----------] * [-----------] 2027TSMC [--]. [-----] * DRAM +90%+56% * NAND +60%+40% [--]. [----] * DRAM +176%+126% * NAND +146%+115% * [----] DRAM76%NAND57% [--]. * DRAM +26% * NAND +18% AIAIHBMDRAMNANDSSD2027SK Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We estimate that commodity memory price increases in 1Q26 significantly exceeded our initial expectations. We estimate commodity DRAM/NAND prices rose +90%/+60% QoQ in 1Q substantially Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We"
X Link 2026-02-13T10:39Z 54.1K followers, 88.3K engagements

"Meta Meta AI WistronInventecCompal AIFacebookMeta Platforms100MetaAICloudflareFoxconn 2317QuantaWistronInventec Meta111GWAI4001120272028MetaHyperionPrometheus MetaCEOAI30Meta135072287%GoogleAlphabet1800Amazon200035150 Cloudflare6150010.28620006210027900028 CEOAI AIFoxconnQuantaWistronInventecCompalDelta ElectronicsChi HongAI AIAI3 https://twitter.com/i/web/status/2022462031488819603 https://twitter.com/i/web/status/2022462031488819603"
X Link 2026-02-14T00:04Z 54.1K followers, [----] engagements

"FY2026Q3 [------------] Q: CY2026LTALTA A: CY2026 LTA CY2027/2028"
X Link 2026-02-14T00:17Z 54.2K followers, 81.9K engagements

"Zien Ding AIZhen Ding500 PCBZhen Ding-KY132026500AI AI2025182522006.33%IC Zhen DingAIHDIiHDIHLC mSAPIC AIAR/VRAIZhen Ding2026 AI102026500 AI 2026AI https://twitter.com/i/web/status/2022505856903110860 https://twitter.com/i/web/status/2022505856903110860"
X Link 2026-02-14T02:59Z 54.2K followers, [----] engagements

"ODM/EMS 5% HBM [----] $SOXL $MU [--] DRAM2026 ✅ DRAM10050200100 [------] $SOXL $MU [--] DRAM2026 ✅ DRAM10050200100 100300"
X Link 2026-02-14T03:04Z 54.2K followers, 43.6K engagements

"6834note800G/1.6TAPC https://note.com/paul1211/n/nffe9c9af75b7 https://note.com/paul1211/n/nffe9c9af75b7"
X Link 2026-02-14T13:53Z 54.3K followers, 161.6K engagements

"@paurooteri 😂 www @paurooteri 😂 www"
X Link 2026-02-15T03:36Z 54.3K followers, 19.4K engagements

"AIAI https://t.co/t7Yy9a8hTU AIAI https://t.co/t7Yy9a8hTU"
X Link 2026-02-15T03:42Z 54.3K followers, 40.5K engagements

"https://note.com/paul1211/n/n392874c8d212 https://note.com/paul1211/n/n392874c8d212"
X Link 2026-02-15T04:45Z 54.3K followers, 25.6K engagements

". [--] 2026GPUASICChiconyShuanghongDelta ElectronicsGenomics2026 NVIDIA B3001.4kWRubin2.3kWRubin Ultra3kW NVIDIA4ASIC2026MCCP Chi HongNVIDIAGBVR4CSPASICChi HongMCLRubin Ultra20272 AMDAICPU10%MCL Delta ElectronicsCDUGenomics20MCL"
X Link 2026-02-15T05:59Z 54.3K followers, 24.6K engagements

"https://www.ctee.com.tw/news/20260215700020-430502 https://www.ctee.com.tw/news/20260215700020-430502"
X Link 2026-02-15T05:59Z 54.3K followers, [----] engagements

"Samsung TeslaAI AI AI Chip Design Engineer Tesla Korea - AI Chip Design Engineer Tesla AI . AI . 📌 AI Chip Design Engineer 📌 Tesla Korea - AI Chip Design Engineer Tesla AI . AI . 📌 AI Chip Design Engineer 📌"
X Link 2026-02-15T06:15Z 54.3K followers, 22.6K engagements

"zHBM Samsung HBM4 HBM HBMHBM4 = 2026HBM HBM42026 HBM4 AIHBM419 1b5101c DRAM6HBMBase Die4 COEX2026SK CTOcHBMzHBMAI SK vs (TEL)ASM1c DRAMHBM4 SKSKNvidiaTSMC 2026HBMSK"
X Link 2026-02-15T06:41Z 54.3K followers, 11.6K engagements

"https://www.ddaily.co.kr/page/view/2026021509464654367 https://www.ddaily.co.kr/page/view/2026021509464654367"
X Link 2026-02-15T06:41Z 54.3K followers, [----] engagements

"Broadcom Google Meta MetaAI ASIC SKHBM CEO MS AI SKAI SKCEO10CEOCEO SKNVIDIAMSCEOHBMAI AIAISKAI AI SK13NVIDIACEOCEOMSCEOCEOCEO SKCEOHBMHBM4 5NVIDIA99CEONVIDIAAIVera RubinHBM4Vera Rubin1288GBHBM4 CEOASICTPUTensor Processing UnitAIAISKHBMAI AI 10CEOSKAISSDDRAMAI AISKHBM https://twitter.com/i/web/status/2022935467377745921 https://twitter.com/i/web/status/2022935467377745921"
X Link 2026-02-15T07:26Z 54.3K followers, 26.5K engagements

"https://www.hankyung.com/article/2026021353041 https://www.hankyung.com/article/2026021353041"
X Link 2026-02-15T07:26Z 54.3K followers, [----] engagements

"kj zHBM vHBM @paurooteri HBMGPU/CPU2.52.5D33D https://t.co/7UAnWWTB9R @paurooteri HBMGPU/CPU2.52.5D33D https://t.co/7UAnWWTB9R"
X Link 2026-02-15T07:42Z 54.3K followers, 20.4K engagements

"SK HynixSamsungHBM2 SK HBM1 [--] AMD2009DRAM 2016NVIDIA2 HBM1 2008AMDGPUTSVDRAM HBM AMDGPUDRAM2GPU2AMD1 2009HBM201312HBM1 20156AMDCEOHBM1GPURadeon R9 Fury4SK HBM2 HBM1SKHBM HBM22x DRAM2z DRAM SKHBM241 DRAM2014 NVIDIA AINVIDIACEOHBM2 2016HBM2NVIDIA18NVIDIAOpenAIAIDGX-1HBM2 SKHBM222018 562024HBM3E HBMSK"
X Link 2026-02-15T08:37Z 54.3K followers, 19.9K engagements

"https://www.hankyung.com/article/202602156610i https://www.hankyung.com/article/202602156610i"
X Link 2026-02-15T08:37Z 54.3K followers, [----] engagements

"Micronnote SK Hynixnote HBMAI 🙇 https://note.com/paul1211/n/n3a1981d23560 https://note.com/paul1211/n/n3a1981d23560"
X Link 2026-02-15T09:00Z 54.3K followers, 31.8K engagements

"PhisonCEO [--]. [----] AIDRAMNAND3203010 [--]. 202622.5PCeMMC 8GB1.52030 [--]. AI NVIDIAGPUVera Rubin1000120TBSSDNAND20%KV/ [--]. PhisonAI PC DRAM + aiDAPTIV+DRAM128GBPCAI PC [--]. * 8Phison800DRAM30% * 3TSMCNVIDIA [--]. AI * AI43PC/2040 * 2026NAND1AI * GPU120TBSSD [--]. * /PC/TV BOM20%56% * [----] * [--]. * SKYMTC2 * 35%1020% * 5CEO # #Phison [--]. [----] AIDRAMNAND Flash3203010 [--]. # #Phison [--]. [----] AIDRAMNAND Flash3203010 2"
X Link 2026-02-15T22:22Z 54.3K followers, 309.6K engagements

"5. Phison SSDAI AI PC DRAMCES [----] /15 [--]. AI TSMCAIGPUDRAMVera Rubin https://twitter.com/i/web/status/2023161256736387279 https://twitter.com/i/web/status/2023161256736387279"
X Link 2026-02-15T22:23Z 54.3K followers, 15.5K engagements

"The memory titan has begun extending its prowess into the foundry sector. This influence is set to ripple further into HBM base dies eSSD controllers and image sensors. Whats noteworthy about the ByteDanceSamsung Foundry rumor is that ByteDance is reportedly looking to use Samsungs foundry services as a way to secure memory supply from Samsung. Yes Samsung is leveraging the current severe memory supply shortage to win more foundry orders. https://t.co/a7HmfmdByn Whats noteworthy about the ByteDanceSamsung Foundry rumor is that ByteDance is reportedly looking to use Samsungs foundry services"
X Link 2026-02-16T03:58Z 54.3K followers, 22.2K engagements

"12 [---] https://note.com/webview/paul1211/membership https://note.com/webview/paul1211/membership"
X Link 2026-02-16T04:03Z 54.3K followers, 15.4K engagements

"AI PTS @paurooteri 😊 PF😊 PTS @paurooteri 😊 PF😊"
X Link 2026-02-16T06:27Z 54.3K followers, 19.5K engagements

"https://www.bloomberg.com/jp/news/articles/2026-02-16/TAIVA7T96OSO00 https://www.bloomberg.com/jp/news/articles/2026-02-16/TAIVA7T96OSO00"
X Link 2026-02-16T06:33Z 54.3K followers, 64.1K engagements

"GS I respectfully disagree with GS. We are seeing an explosion of warm data including KV caching for Agentic AI within MoE architectures RAG databases for coding and the weights of various models. As generative audio image and video tools are democratized for general users the I respectfully disagree with GS. We are seeing an explosion of warm data including KV caching for Agentic AI within MoE architectures RAG databases for coding and the weights of various models. As generative audio image and video tools are democratized for general users the"
X Link 2026-02-16T06:37Z 54.3K followers, 37.8K engagements

"6834note800G/1.6TAPC https://t.co/K9sPRxR3TZ 6834note800G/1.6TAPC https://t.co/K9sPRxR3TZ"
X Link 2026-02-16T06:40Z 54.3K followers, 27K engagements

"ADR @paurooteri https://t.co/TX0TDljYEi @paurooteri https://t.co/TX0TDljYEi"
X Link 2026-02-16T08:49Z 54.3K followers, 14.6K engagements

"4 40%4 TSMC4 25004TSMC10004TSMCTSMC410004 AB2ABTSMC460% 40%TSMC2500TSMC300TSMC TSMC CFO 1.15AI520560 TSMC432nm1.4nm4122026202723"
X Link 2026-02-16T09:47Z 54.3K followers, 13.4K engagements

"2 🥺 ()🥺 🥺 [--] 🥺 ()🥺 🥺"
X Link 2026-02-16T10:37Z 54.3K followers, 27.6K engagements

"NVIDIASK HynixAIHBM NVIDIAHBMSK [--]. NVIDIA 2016SKNVIDIAHBM22HBM 100TF [--]. [--] TSV2 2018NVIDIAOK [--]. SKMR-MUF TC-NCFSKMR-MUF AISK [--]. HBM3 2022NVIDIAAIH100SKHBM3 SKNVIDIA [--]. HBM3E HBM3E 1a DRAM 1b DRAM SK [--]. SKHBM1 SKAI"
X Link 2026-02-16T11:34Z 54.3K followers, [----] engagements

"Samsung1c DRAM 4nm"
X Link 2026-02-16T11:36Z 54.3K followers, [----] engagements

"AI 🙇 https://note.com/paul1211/n/n9abf76c8bd12 https://note.com/paul1211/n/n9abf76c8bd12"
X Link 2026-02-16T12:44Z 54.3K followers, 17K engagements

"@SKhynix became a core AI player with #HBM. What did it take to meet @NVIDIAs ambitious requirements and move faster than ever 👀 From #HBM4 acceleration to hardcore collaboration heres the story. 📌 Full video: https://t.co/XOnUK7FRmX #SKhynix #AI #Memory #SuperMomentum https://t.co/WS4txUzqsS @SKhynix became a core AI player with #HBM. What did it take to meet @NVIDIAs ambitious requirements and move faster than ever 👀 From #HBM4 acceleration to hardcore collaboration heres the story. 📌 Full video: https://t.co/XOnUK7FRmX #SKhynix #AI #Memory #SuperMomentum https://t.co/WS4txUzqsS"
X Link 2026-02-16T13:01Z 54.3K followers, 10.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing