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@rwang07 Avatar @rwang07 Ray Wang

No information is available about Ray Wang. Several major tech companies, including OpenAI, Meta, and Google, are making significant advancements in AI technology, with developments in chips, data centers, and AI-powered advertising. The global semiconductor industry is experiencing shifts, with companies like TSMC, Samsung, and SK Hynix navigating export restrictions, new technologies, and changing market demands.

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Social category influence stocks #4551 technology brands countries finance travel destinations automotive brands social networks currencies celebrities exchanges

Social topic influence china #2823, $nvda #194, nvda #137, $tsm #13, $aapl #110, morgan stanley #3, googl, $googl, investment #1599, tariffs

Top accounts mentioned or mentioned by @jukanlosreve @zephyrz9 @angelusm0rt1s @mooremorrissemi @alexintel @mojoflyin @ft @thefuturumgroup @business @nikkeiasia @mackhawk @diamondrapids @openai @lithosgraphein @kakashiii111 @mojo_flyin @firstadopter @stokel @pstasiatech @cnbc

Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) Morgan Stanley (MS) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) Amazon.com, Inc. (AMZN) Artificial Intelligence (AI4) Micron Technology, Inc. (MU) Goldman Sachs (GS) ON Semiconductor, Corp. (ON) Broadcom, Inc. (AVGO) GlobalFoundries, Inc. (GFS) Tesla, Inc. (TSLA) ANSYS, Inc. (ANSS) Synopsys, Inc. (SNPS) QUALCOMM, Inc. (QCOM) Marvell Technology Inc (MRVL) Astera Labs, Inc. Common Stock (ALAB) CoreWeave, Inc. (CRWV) The Walt Disney Company (DIS) IBM (IBM)

Top Social Posts #

Top posts by engagements in the last XX hours

"50% of $META's Super Intelligence team are from China"
@rwang07 Avatar @rwang07 on X 2025-07-20 00:28:55 UTC 14.2K followers, 5333 engagements

"NVIDIA today unveiled NVIDIA NVLink Fusion new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with NVIDIA NVLink the worlds most advanced and widely adopted computing fabric. MediaTek Marvell Alchip Technologies Astera Labs Synopsys and Cadence are among the first to adopt NVLink Fusion enabling custom silicon scale-up to meet the requirements of demanding workloads for model training and agentic AI inference. Using NVLink Fusion Fujitsu and Qualcomm Technologies CPUs can also be integrated with NVIDIA GPUs to build"
@rwang07 Avatar @rwang07 on X 2025-05-19 03:56:03 UTC 14.2K followers, 14.9K engagements

"Some update on Hon Hai (Foxconn) GB300 and $NVDA. Taiwan's OEM/ODM Hon Hai has reportedly secured orders from $CRWV and is preparing shipmentslikely in Q4 2025for $NVDA's GB300 (Blackwell Ultra). The Q4 timeline of shipment should apply to most OEMs although specific date and ramp up speed are likely varied. Q4 initial shipment so far has reported less concerns but Q1 2026 remain uncertain. The company has also reportedly expanded its production capacity in the U.S. through an additional $XXX million investment in its subsidiary (author's understand is this is reported in March 2025) Ingrasys"
@rwang07 Avatar @rwang07 on X 2025-07-06 22:57:21 UTC 14.2K followers, 9029 engagements

"SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off GroundWSJ A must read here. Interesting"
@rwang07 Avatar @rwang07 on X 2025-07-21 22:54:32 UTC 14.2K followers, 42.7K engagements

"$INTC's 10Q.: "However if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis. In such event we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects.""
@rwang07 Avatar @rwang07 on X 2025-07-24 20:48:15 UTC 14.2K followers, 14.6K engagements

"10 key takeaways from trip to China by Danske Bank (April 16). Lead anlayst of this report offers key insights and on-ground observation on Chinese Economy Technology Tariffs Monetary/Fiscal Policy Apple ($AAPL) Tesla ($TSLA) Supply Chain Real Estate and Consumption. Only put brief summary to keep it short (relatively): X. China prepared to fight: - As should be clear by now China is prepared for a fight and not in a rush to enter talks. - From the point of view in China Trump is hurting the US as much as he is hurting China. - A thing you hear again and again is that the trade war is really"
@rwang07 Avatar @rwang07 on X 2025-04-17 02:24:52 UTC 14.2K followers, 9880 engagements

"Big development. Next week U.S.-China talk in Stockholm. Let the game starts. Chinas State Administration for Market Regulation (SAMR) has announced the suspension of its antitrust investigation into DuPont China. The one-line notice did not provide any further details"
@rwang07 Avatar @rwang07 on X 2025-07-22 16:10:05 UTC 14.2K followers, XXX engagements

"Morgan Stanley: The US AI companies NVIDIA AMD and Broadcom look likely to receive licenses to ship to China at levels consistent with the prior threshold"
@rwang07 Avatar @rwang07 on X 2025-07-21 10:47:33 UTC 14.2K followers, 16.4K engagements

"1) YouTube surpass The Walt Disney this year as the worlds largest media company by revenue 2) XX% of YT creators using Gen AI tools 3) YT/ $GOOGL welcome Gen AI tool + Videos - More content / views - More revenue"
@rwang07 Avatar @rwang07 on X 2025-07-25 10:43:20 UTC 14.2K followers, XXX engagements

"This is important. Sensetime is expected to launch new SenseNove model while announcing new partnership with Huawei (likely its Ascend-series AI accelerators and CloudMatrix384). FWIW: SenseTime is "partly" state-owned AI company"
@rwang07 Avatar @rwang07 on X 2025-07-25 11:36:35 UTC 14.2K followers, 3983 engagements

"🧵 @MooreMorrisSemi and I just published a 4000word technical deep dive on HBM. A MUST READI can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how SK Hynix has taken the lead. 3) Chinas evolved HBM capabilities. /1 Link:"
@rwang07 Avatar @rwang07 on X 2025-06-03 22:14:35 UTC 14.2K followers, 72.3K engagements

"Wow so it's true $NVDA - MediaTek postponed N1X from Q3 2025 to Q1 2026. Credit: Digitimes (and supply chain source)"
@rwang07 Avatar @rwang07 on X 2025-07-22 01:10:02 UTC 14.2K followers, 15.4K engagements

"1) U.S.-China negotiation continues but what agenda emerge on the table of Stockholm talk might be quite different from previous London talk and of course vary from Geneva talk in May. First recap of London talk (June 11): China want lift of export control (EDA H20 Jet engine Ethane) and U.S. wants lift of REE controlsboth things are on track as various news and data points suggest"
@rwang07 Avatar @rwang07 on X 2025-07-25 12:55:52 UTC 14.2K followers, 5276 engagements

"$AAPL: $500B in X years $TSM: $165B $NVDA: $500B in X years $IBM: 150B in X years $MU: 200B $GFS: 16B"
@rwang07 Avatar @rwang07 on X 2025-06-13 12:23:27 UTC 14.2K followers, 3918 engagements

""While Microns shipments to HBM customers in 2025 is sold out supply negotiations for 2026 are still ongoing." $MU's Q2 earnings DID NOT say HBM is "sold out" in 26' and there were already some speculation on such supply negotiation post earnings call"
@rwang07 Avatar @rwang07 on X 2025-07-23 03:09:12 UTC 14.2K followers, 2183 engagements

"Morgan Stanley: Alchips 3nm project win was partially acknowledged by Marvell. At its recent earnings call Marvell management was still confident in next generation Trainium3 at AWS though acknowledging there could be some uncertainties From Asia's supply chain we have only seen one tape-out of 3nm from Alchip so far: While we dont know how to reconcile the Marvell 3nm vs. Alchip 3nm debate TSMCs 2026 CoWoS capacity booking this July should provide key evidence of who wins more share $MRVL $AMZN"
@rwang07 Avatar @rwang07 on X 2025-06-03 00:26:31 UTC 14.2K followers, 10.8K engagements

"Malaysia will now require permits for exports of high-performance U.S. AI chips. Individuals and companies must notify the government at least XX days prior to exporting or shipment AI chips. $NVDA"
@rwang07 Avatar @rwang07 on X 2025-07-14 10:33:55 UTC 14.2K followers, 11.2K engagements

"Three points on Hanmi Semiconductor and TCB equipment from JP Morgan. 1) Faster HBM ramp from key customers SK Hynix $MU that necessitates equipment upgrades. 2) Revise up SK Hynix/ $MU capacity to reflect HBM supply tightness from Samsungs delayed qualification and inch up Hanmi wallet share by 5-10ppt to reflect higher share gains in HBM4. 3) HBM4 production will pick up in Q4 XX and Q1 26"
@rwang07 Avatar @rwang07 on X 2025-07-09 01:54:23 UTC 14.2K followers, 1877 engagements

"Foxconn has started importing components from China to India for assembling the upcoming $AAPL iPhone XX Various components and sub-assemblies such as the display assembly cover glass mechanical housing and integrated rear camera modules began arriving in India last month as per the customs data"
@rwang07 Avatar @rwang07 on X 2025-07-13 14:40:34 UTC 14.2K followers, 1474 engagements

"China's State Administration for Market Regulation Grants Conditional Approval for Synopsys to Acquire Ansy $SNPS $ANSS No more macro headwinds"
@rwang07 Avatar @rwang07 on X 2025-07-14 10:23:45 UTC 14.2K followers, 4691 engagements

"The most interesting message from the earnings call yesterday wasn't the fact that $TSM's advanced node (7nm) account XX% (73% in Q1) but the fact that management imply the supply dynamic of 3nm and 5nm remain very tight moving forward"
@rwang07 Avatar @rwang07 on X 2025-07-18 10:15:49 UTC 14.2K followers, 1610 engagements

"Delta Electronics has been the key power suppy and cooling provider for $NVDA $GOOGL (TPU) and $AWS (Trainium). In June Delta Electronics reported NT$42.208 billion representing a XXXX% month-over-month increase and a XXXXX% year-over-year increasemarking the second-highest monthly revenue on record Delta achieve a new quarterly high revenue ($124.03B XXX% QoQ and XXXX% YoY) in Q2 with first-half revenue also hitting a record for the same period (T$242.954 billion up XXXXX% YOY). The AI severs continue to be the key driver for companies growth with ramp-up of NOT ONLY $NVDA's GB200 but also"
@rwang07 Avatar @rwang07 on X 2025-07-09 23:17:33 UTC 14.2K followers, 7862 engagements

"Wow. Nomura wrote "Our recent industry checks suggest a likely slower CoPoS development pace at TSMC and the volume production timeline could be delayed until 2H29F vs TSMCs guidance of 2027E" $TSM"
@rwang07 Avatar @rwang07 on X 2025-07-16 04:56:23 UTC 14.2K followers, 18.1K engagements

"4) From U.S. perspective Trump administration probably have couple strategic goals on the table: a. Ask more Chinese purchases of U.S. goods (agriculture energy etc) to hopefully reduce trade deficit and maybe Chinese investment (which will be tricky regulatory) b. Ask China to adjust its economic model (which will be very difficult) ranging from overcapacity export-driven economy and more domestic consumption c. The administration might also ask more fair open and regulatory favorable Chinese market access for U.S. companies which has been a thing complaint for years d. Perhaps more"
@rwang07 Avatar @rwang07 on X 2025-07-25 12:55:53 UTC 14.2K followers, XXX engagements

"Quite optimist view here but interesting. "SK and Samsung look to fully install hybrid bonders attheir chipmaking fabs in 2026 and 2027 for mass production of HBM industry sources say.""
@rwang07 Avatar @rwang07 on X 2025-07-27 12:28:41 UTC 14.2K followers, 1643 engagements

"Morgan Stanley: Our checks suggest HBM pricing power is eroding for 2026 and Samsung is increasingly likely to become a larger part of the $NVDA supply chain. Samsung's case remain a bit elusive for now"
@rwang07 Avatar @rwang07 on X 2025-07-28 11:09:44 UTC 14.2K followers, 1234 engagements

"$GOOGL CFO Anat Ashkenazi: "The vast majority of our CapEx was invested in technical infrastructure with approximately 2/3 of investments in servers and 1/3 in data centers and networking equipment. In Q2 we returned capital to shareholders through repurchase of stock of $XXXX billion and dividend payments of $XXX billion.""
@rwang07 Avatar @rwang07 on X 2025-07-26 11:00:14 UTC 14.2K followers, 1890 engagements

"TSMC wants to build a gigantic fab system in Arizona and I think it might be able to produce up to X% of the chips that the United States needs Bessent said during recent remarks on All In Podcast. And theyre dealing with local building inspectors. Bessent criticized regulatory hurdles slowing construction of the $XX billion facility. Evidently these chip design plants are moving so quickly youre constantly calling an audible and youve got someone saying Well you said the pipe was going to be there not there. Were shutting you down' he explained"
@rwang07 Avatar @rwang07 on X 2025-07-27 12:04:44 UTC 14.2K followers, 3314 engagements

"Infineon announced that its scalable GaN production on 12-inch wafers is progressing as planned. The company expects to deliver the first customer samples in the Q4 2025 expanding its customer base and further solidify its leadership in the GaN market Source: CTEE"
@rwang07 Avatar @rwang07 on X 2025-07-04 13:07:44 UTC 14.2K followers, XXX engagements

"3) As #1 and #2 development is quite clear and previous "deal" is on track the goal of Stockholm talk could be quite different as two countries move toward another stage of negotiation. Of course both U.S. and China hope to get a "deal" to "manage" the tariffs rate which US imposed about 40-50% tariffs rate (depends on your calculation of Trump 1.0&2.0+ Biden tariffs) on China and China imposed about 10-20% on U.S. but there is an "exemptions" tho"
@rwang07 Avatar @rwang07 on X 2025-07-25 12:55:53 UTC 14.2K followers, XXX engagements

"@Alex_Intel_ Also I think despite higher cost I think 18A is not a "bad" node and should work fine for internal product line. Vertical edge should also offset some costs too And essentially 18A is NOT designed for external customers"
@rwang07 Avatar @rwang07 on X 2025-07-22 02:03:55 UTC 14.2K followers, XXX engagements

"Goldman Sachs Takeaways from COMPUTEX Hon Hai (Foxconn) and AI Servers. X. AI servers in various architecture. Hon Hai showcased AI servers in various architecture across air / liquid-cooled baseboard-based and rack-level for example: GB300 NVL72 rack-level AI servers HGX B300 baseboard-based AI servers MGX 4U air cooling server etc. covering clients needs across large / mid / small-scale entities. The MGX AI servers offers modular design with flexibility in memory / storage and easier change on GPUs attractive to small-scale companies. Apart from full systems the company also exhibited AI"
@rwang07 Avatar @rwang07 on X 2025-05-25 13:42:37 UTC 14.2K followers, 7040 engagements

"It's interesting to read $TSM's confidence on legacy chips as well as its decision for ESMC and JASM"
@rwang07 Avatar @rwang07 on X 2025-07-17 17:29:59 UTC 14.2K followers, 1008 engagements

"1) Huawei has reached out to potential customers in the UAE Saudi Arabia and Thailand for its Ascend 910B processors. 2) Huawei is offering 910B volumes in the low thousands though the exact number for any particular pitch remains unclear 3) It is also trying to attract customer for remote access of its CloudMatrix XXX which is based on its latest 910C processors but company has not plan to export due to limited supplies. 4) UAE havent shown interest while the status of talks in Thailand is unclear. 5) Saudi Arabia meanwhile seems open to potential purchases including by the Saudi Data & AI"
@rwang07 Avatar @rwang07 on X 2025-07-10 14:51:06 UTC 14.2K followers, 5328 engagements

"You clearly don't want to see a world that tons of young researchers app developers scientist "do their things" with Chinese open-sourced models given budget constraints (the pain many have). DeepSeek Alibaba Baidu Moonshot MiniMax"
@rwang07 Avatar @rwang07 on X 2025-07-23 20:29:57 UTC 14.2K followers, 1240 engagements

"BIG: $NVDA to resume H20 sales to China announces new fully compliant GPU for China"
@rwang07 Avatar @rwang07 on X 2025-07-15 01:59:38 UTC 14.2K followers, 27.3K engagements

"Nikkei Asia: California-based Cadence Design Systems said it received a notice from the U.S. Commerce Department's Bureau of Industry and Security (BIS) on Wednesday that it was lifting restrictions on exports of electronic design automation (EDA) tools. "We are in the process of restoring access to our software and technology to affected customers in compliance with U.S. export law" the company told Nikkei Asia. Synopsys another leading provider of EDA software said in a statement on Wednesday night that it has received similar notice and is working to "restore access to the recently"
@rwang07 Avatar @rwang07 on X 2025-07-03 12:54:39 UTC 14.2K followers, 1612 engagements

"Two notable policy recommendation in U.S. AI Action Plan announced today. 1) Led by DOC develop new export controls on semiconductor manufacturing sub- systems. Currently the United States and its allies impose export controls on major systems necessary for semiconductor manufacturing but do not control many of the component sub-systems" 2) "Led by DOC and DOD coordinate with allies to ensure that they adopt U.S. export controls work together with the U.S to develop new controls and prohibit U.S. adversaries from supplying their defense-industrial base or acquiring controlling stakes in"
@rwang07 Avatar @rwang07 on X 2025-07-23 17:25:50 UTC 14.2K followers, 5564 engagements

"Keybanc Capital Markets: " $INTC current 18A yield has reached XX% an improvement over the previous quarters XX% closely trailing $TSM 2nm yield (65%) and surpassing Samsungs SF2 yield (40%)." Keybanc projects that Intel's 18A yield could reach XX% by Q4 2025"
@rwang07 Avatar @rwang07 on X 2025-07-16 12:10:02 UTC 14.2K followers, 3143 engagements

"Goldman Sachs on Global Data Center: "Little has changed in terms of the health of supply/demand in the short term - occupancy rates remain at or near record highs for third-party leased datacenter facilities across most US markets and our own checks suggest that inflationary pressure on build costs are more than offset by rising lease pricing.""
@rwang07 Avatar @rwang07 on X 2025-07-18 11:28:29 UTC 14.2K followers, XXX engagements

"Few updates: 1) My previous 500K was low-end estimate ultimately. Been talking with several people 700K-800K estimates (some say X million) might be more closer to reality. This will translate to quarterly revenue XXX billion XXX billion with ASP of H20 set at 12K (4.2 - XXX billion if only half of them get shipped in a quarter) for $NVDA Revenue should translate in Q3 and Q4 (hinges on license approval timeline and shipment speed) Expect no demand issue (but significant demand) for H20. BBAT are the biggest buyers"
@rwang07 Avatar @rwang07 on X 2025-07-22 12:39:26 UTC 14.2K followers, 16.9K engagements

"@hedgedworld Try not speculate until more info out haha"
@rwang07 Avatar @rwang07 on X 2025-07-28 01:20:54 UTC 14.2K followers, XXX engagements

"Report: China's 28nm foundry capacity to hit XX% by 2027 as SMIC HLMC Nexchip ramp up China is rapidly expanding mature-node chip production at key sites including SMIC's fabs in Beijing Shenzhen Shanghai Lingang and Xiqing; Hua Hong Semiconductor's phase-two 12-inch fab in Wuxi; Nexchip Semiconductor's N3 facility; and the second-phase 12-inch project by Beijing Yandong Micro Electronic. With these ongoing investments analysts estimate China's global share of 28nm capacity could exceed XX% by 2027. Omdia reports that while mature-node expansion is sluggish outside China domestic foundries"
@rwang07 Avatar @rwang07 on X 2025-05-05 21:08:06 UTC 14.2K followers, 2795 engagements

"The automotive semi market remains weak (or flat at best) and given the accelerated production and construction timelines for TSMCs P2 and P3 fabs in AZ any potential delay or postponement of ESMC and JASM should not come as a major surprise"
@rwang07 Avatar @rwang07 on X 2025-07-25 10:45:30 UTC 14.2K followers, 3043 engagements

"BREAKING: Siemens EDA Halts China Service Amid Rumored U.S. Restrictions on Semiconductor Design Software Industry sources say Siemens EDA (Electronic Design Automation) division may suspend support and services for mainland China. The reported move follows a notice from the U.S. Commerce Departments Bureau of Industry and Security (BIS) instructing Siemens to decouple from its mainland Chinese customers. Siemens says it is awaiting further clarification from BIS while some of the companys technical websites have already been blocked for users in China. Meanwhile the other two major EDA"
@rwang07 Avatar @rwang07 on X 2025-05-28 13:03:21 UTC 14.2K followers, 114.7K engagements

"Ongoing Stockholm negotiation between U.S. and China. Some interesting update. 1) Two countries will commit to not impose additional tariffs on each other 2) Address "tough issues" (e.g. Chinese industrial overcapacity") 3) Chinese will press Trump admin on fentanyl-related tariffs"
@rwang07 Avatar @rwang07 on X 2025-07-27 16:17:18 UTC 14.2K followers, 3705 engagements

"BIG: Elon Musk Announced $NVDA First Batch of 550K GB200s & GB300s for xAI's Colossus X Supercluster Will Go Online In Weeks. @elonmusk"
@rwang07 Avatar @rwang07 on X 2025-07-22 17:39:16 UTC 14.2K followers, 1757 engagements

"Morgan Stanley's Estimate on GB200 Shipment. 1) Quanta shipped 500-600 GB200 racks in June 1.2-1.3k in 2Q. 2) Wistron shipped 700-800 GB200 racks equivalent of computing trays in June 1.8-1.9k for 2Q. 3) Hon Hai shipped a little over 1k GB200 racks in June 3k racks in 2Q"
@rwang07 Avatar @rwang07 on X 2025-07-10 00:55:16 UTC 14.2K followers, 13.9K engagements

"2) It is also later reported that two countries have "reach the deal" while did not disclose any details. Clearly in my view two thing have been well conducting over the past two months: 1) Removing various negotiation barrier and ones undermining further talk. 2) Rebuilding diplomatic momentum for upcoming leadership dialogue by pushing U.S.-China interaction at various levels and across agencies (e.g.Rubio-Wang Yi on the "sideline" in Malaysia.)"
@rwang07 Avatar @rwang07 on X 2025-07-25 12:55:52 UTC 14.2K followers, XXX engagements

"BIG: China Halts XXX% Tariffs on Semiconductor from the United States 1/2 According to the customs declaration system "Single Window" (on April XX 2025 the declared tax calculation shows that customs will cease the additional XXX% tariff on integrated circuits under HS code 8542 originating from the United States. For other goods the additional XXX% tariff will still temporarily follow the stipulations in Tax Commission Announcement No. X of 2025 and General Administration of Customs Announcement No. XX of 2025"
@rwang07 Avatar @rwang07 on X 2025-04-24 11:51:32 UTC 14.2K followers, 252.3K engagements

"@A431881K 8-10B from H20 Just want to get clarification here"
@rwang07 Avatar @rwang07 on X 2025-07-22 13:13:35 UTC 14.2K followers, XX engagements

"$NVDA's power supplier Delta Electronics announced NT$7.2 billion investment in projects in India and Thailand aiming to expand its production capacity and global manufacturing footprint. In particular the company is aiming to expand production capacity in Thailand"
@rwang07 Avatar @rwang07 on X 2025-07-27 12:00:45 UTC 14.2K followers, 1441 engagements

"Jensen Huang: Models like DeepSeek Alibaba Tencent MiniMax and Baidu Ernie bot are world class developed here and shared openly and have spurred AI developments worldwide"
@rwang07 Avatar @rwang07 on X 2025-07-18 11:57:08 UTC 14.2K followers, 1021 engagements

"Fantastic details behind $SNPS - $ANSS deal amid geopolitical uncertainties explained by $SNPS CEO. "Its important for Synopsys to have access to both markets to continue leading." @Synopsys @ANSYS"
@rwang07 Avatar @rwang07 on X 2025-07-18 00:00:56 UTC 14.2K followers, 1766 engagements

"Report: Foxconn invests nearly NT$1.7 billion to secure usage rights for two Texas plants boosting AI server production capacity. Hon Hai announced that its subsidiary Foxconn Assembly LLC has reached an agreement with TDC Innerbelt NW XX Partners LLC to secure the leasehold rights to two factory buildings in Houston Texas totaling 601600 square feet. The leases run for XXX months and XXX months respectively. Hon Hai said the space is being taken to meet operational needs. In late November 2024 Hon Haialso on behalf of Foxconn Assembly LLCdisclosed a US $XXXXXX million (about NT$10.7 billion)"
@rwang07 Avatar @rwang07 on X 2025-06-04 01:59:06 UTC 14.2K followers, 1139 engagements

"$NVDA China restart faces production obstacles reported by Reuters citing The Information The U.S. government's April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at $TSM said the report in tech publication The Information citing two people with knowledge of the matter. TSMC had shifted its H20 production lines to produce other chips for other customers and manufacturing new chips from scratch could take nine months Nvidia CEO Jensen Huang said at a media event in Beijing this week according to the report. The report"
@rwang07 Avatar @rwang07 on X 2025-07-19 20:23:12 UTC 14.2K followers, 19K engagements

"@zephyr_z9 Some today only "care" about inference (which is important tbf) these days and just don't talk about training😂"
@rwang07 Avatar @rwang07 on X 2025-07-19 02:55:44 UTC 14.2K followers, XXX engagements

"More than XXX organisations lobbied the White House and Congress on AI between January and June according to a Financial Times analysis of federal disclosures released this week. The figure is on a par with the first half of last year but has nearly doubled since 2023"
@rwang07 Avatar @rwang07 on X 2025-07-23 10:46:57 UTC 14.2K followers, 53.1K engagements

"The new model is also open sourced meaning it is free for developers to download and use. At about half the size of DeepSeeks model GLM-4.5 only needs eight Nvidia H20 chips to operate CEO Zhang Peng told CNBC on Monday"
@rwang07 Avatar @rwang07 on X 2025-07-29 01:29:55 UTC 14.2K followers, 1088 engagements

"Samsung is truly amazing in term of integrating AI in their smartphone. With already great AI feature (Gemini + Galaxy AI now they are thinking (reportedly before) to integrate more AIs for its users"
@rwang07 Avatar @rwang07 on X 2025-07-25 02:02:32 UTC 14.2K followers, 1240 engagements

"@RYANHINGSHING yes. it does seem the slides are real but for now are hyping are supply chain or "conceptual" stocks"
@rwang07 Avatar @rwang07 on X 2025-07-28 14:06:32 UTC 14.2K followers, XXX engagements

"Alchip and Marvell. Stop the false narrative"
@rwang07 Avatar @rwang07 on X 2025-06-02 15:58:18 UTC 14.2K followers, 2099 engagements

"$GOOGL CEO Sundar Pichai on Compute TPU and Cloud: "On CapEx stuff we are you know seeing strong momentum across across our portfolio and especially in cloud. You are right. It's a tight supply environment and you know we are investing more to expand. But there is obviously a time delay between you know this additional investment will play out in future years." "I think the the comprehensiveness of our AI portfolio the breadth of our offerings both both providing our models on GPUs and TPUs for our customers all of that. Has been really driving demand and so we are investing to to match up to"
@rwang07 Avatar @rwang07 on X 2025-07-23 21:51:25 UTC 14.2K followers, 13.4K engagements

"Interesting trend. Perhaps should connect with the fact that many Chinese companies deciding to IPO in Hong Kong instead of Shanghai. Chinese investment flows to Hong Kong through the Stock Connect programme have hit a record high as mainland capital drives a revival of the territorys equities market. About HK$820bn (US$104bn) of Chinese money has been invested this year through Stock Connect which links the mainlands stock exchanges to Hong Kongs surpassing 2024s full-year inflow of HK$807.9bn. The surge in investment has helped end a post-Covid slump in Hong Kongs financial markets and"
@rwang07 Avatar @rwang07 on X 2025-07-25 10:58:58 UTC 14.2K followers, XXX engagements

"Wow. OpenAI will remain under the control of the groups non-profit arm with the ChatGPT maker reversing course after intense criticism from Elon Musk over plans to convert into a for-profit company. The company which recently raised funds at a $260bn valuation said it would convert its existing for-profit subsidiary into a public benefit corporation lifting its current cap on returns that investors can receive but would leave the non-profit with ultimate control. The decision comes after a backlash to OpenAIs proposed corporate restructuring to a for-profit company including a lawsuit from"
@rwang07 Avatar @rwang07 on X 2025-05-05 20:07:19 UTC 14.2K followers, 1089 engagements

"Alchips 3nm Chips (likely Include $AMZN AWS Trainium 3)Set for Small-Batch Production by Late 2025 Full Ramp in 2026AIchip Chairman and General Manager Johnny Shen The company expects small-batch shipments to begin by the end of 2025 with full-scale mass production set for 2026. This next-generation chip has drawn significant market attention with order volumes projected to exceed those of the prior 7nm generation. Additionally due to the upgraded process node the average selling price has increased significantly. Alchip holds a positive outlook on the projects contribution to its business."
@rwang07 Avatar @rwang07 on X 2025-05-29 21:28:11 UTC 14.2K followers, 3289 engagements

"Hard to say but I might put my bet on $AVGO. Morgan Stanley: Broadcom and MediaTek are likely the two design service vendors in the final round for the next-generation AI accelerator $META's MTIA v3.5 in our view and a decision could be made in October. It is hard to judge MediaTek's chance of winning; we estimate 50:50. We consider this as part of our bull case not the base case"
@rwang07 Avatar @rwang07 on X 2025-07-28 11:15:40 UTC 14.2K followers, 17.3K engagements

"$ASML net system sales are now nearly "balanced" EUV machines contribute roughly XX % while DUV systems account for about XX %"
@rwang07 Avatar @rwang07 on X 2025-07-18 10:51:31 UTC 14.2K followers, 2644 engagements

"Industry analysts believe TSMC is well positioned to continue securing the majority of orders of $TSLA's Dojo X and AI X. $TSM is currently the supplier for Dojo X (5nm) and AI X (3nm) for both process and packaging technologies"
@rwang07 Avatar @rwang07 on X 2025-07-25 10:34:24 UTC 14.2K followers, 1043 engagements

"BIG: $NVDA orders 300K H20 chips from $TSM adding 600K-700K inventories H20Reuters The new orders with Taiwan's TMSC would add to existing inventory of 600K to 700K H20 chips according to the sources who were not authorised to speak to media and declined to be identified. Nvidia has asked Chinese companies interested in purchasing Nvidia H20 chips to submit new documentation including order volume forecasts from clients said one of the sources and a fourth source. This aligned with the rumor coming out from Taiwan last week. It should suggest the revamp production of H20 and associated supply"
@rwang07 Avatar @rwang07 on X 2025-07-29 03:28:00 UTC 14.2K followers, 4707 engagements

"$TSM SVP&CFO Wendell Huang: Compared to the first quarter foreign exchange rate of $X to TWD32.88 the actual second-quarter exchange rate was $X to TWD31.05. This created about XXX basis points margin headwind to our actual second-quarter gross margin. We also experienced slightly more than XXX basis points impact mainly as the margin dilution from our Arizona fab started to kick in"
@rwang07 Avatar @rwang07 on X 2025-07-19 02:35:19 UTC 14.2K followers, 3431 engagements

"Some more detailed on $ASML's revenue sources"
@rwang07 Avatar @rwang07 on X 2025-07-18 10:56:47 UTC 14.2K followers, 1757 engagements

"Interesting context from Chosun and Seoul Economic Daily. 1) Chosun Biz (cited industry source): ASICs make up just XX% of HBM shipments 2) Micron hasnt officially named the other two customers its ASIC clients are believed to include $AVGO $MRVL and $AMZN. $MRVL & $AMZN should have more than one suppliers for HBM"
@rwang07 Avatar @rwang07 on X 2025-07-21 00:56:53 UTC 14.2K followers, 2931 engagements

"Very niche play on $NVDA GB300. *Beijing Tricolor Technology = Beijing Chunzhong Technology ()"
@rwang07 Avatar @rwang07 on X 2025-07-28 00:14:56 UTC 14.2K followers, 3653 engagements

"5) From China's view the goals is clearly different. a. Reducing U.S. tariffs rate on China. Of course China has been quite tough toward U.S. sky-high tariffs since April X but there is little doubt that it does have impact to its economy. This should still be a priority to address. b. Given export control on H20 has been lifted it is not unlikely that Chinese counterparts asking more which I personally think will be difficult given the compromises U.S. side have made. c. Section XXX semiconductor tariffs (this will likely announced in late July if not early August) are another key"
@rwang07 Avatar @rwang07 on X 2025-07-25 12:55:54 UTC 14.2K followers, XXX engagements

"@Alex_Intel_ The density was not surprising I have seen that comparison somewhere else. But was impressed by SemiAnalysis' team work on cost ( I heard about it but see the graph first time)"
@rwang07 Avatar @rwang07 on X 2025-07-22 02:01:43 UTC 14.2K followers, XXX engagements

"$NVDA-MediaTek's 3nm C-X1 automotive chip is reportedly likely to ramp up noticeably in 1H26 and projected to contribute to MediaTek's revenue in 2026"
@rwang07 Avatar @rwang07 on X 2025-07-18 01:00:33 UTC 14.2K followers, 1336 engagements

"1) $INTC's fundamentals are mixed but many metrics beats expectation. See below (earnings call will be key and whether they are pull-ins for CC's and DC revenue) Revenue: $12.86B (est. $11.88B) Adj. Gross Margin: XX% (est. 37.3%) Adj. Operating Margin: -XXX% (est. 0.88%) Adj. EPS: $XXXX (est. $0.11) Intel Foundry Revenue: $4.42B (est. $4.39B) Client Computing Revenue: $8.87B (est. $7.29B) Data Centre & AI Revenue: $3.94B (est. $3.73B)"
@rwang07 Avatar @rwang07 on X 2025-07-24 20:18:28 UTC 14.2K followers, 11.3K engagements

"Macquarie on Alchip and $MRVL: "In response to questions of its Taiwanese competitor also potentially having a 3nm project with same customer Marvell said that it is possible and likely that the customer""
@rwang07 Avatar @rwang07 on X 2025-06-03 12:49:11 UTC 14.2K followers, 2122 engagements

"Morgan Stanley: we are confident that Alchip is the ONLY SOURCE for ( $AMZN) Trainium3 XPU and will start small production at the end of 2025. *read this few days ago but forgot to share sorry"
@rwang07 Avatar @rwang07 on X 2025-07-03 01:45:05 UTC 14.2K followers, 17.1K engagements

"My man always has the "scoop." MediaTek's SerDes ok"
@rwang07 Avatar @rwang07 on X 2025-07-21 11:48:22 UTC 14.2K followers, 4823 engagements

"$AAPL is reportedly to introduce higherefficiency vaporchamber (VC) heat spreaders for the first time in its iPhone XX with A19 processor to handle the extra heat from A19 chip and shrinking space. Until last years iPhone XX lineup Apple relied on graphenebased graphite sheets as its main thermal solution a market dominated by two Japanese suppliersPanasonic and Kaneka. With the forthcoming iPhone XX series slated to feature the highperformance A19 processor and its much faster ondevice AI workloads graphite sheets alone can no longer handle the heat. Apple will use a hybrid cooling design"
@rwang07 Avatar @rwang07 on X 2025-07-28 00:04:23 UTC 14.2K followers, 3423 engagements

"Hon Hai CEO Young Liu is set to attend $GOOGL Made by Google hardware event in New York in August meeting $GOOGL CEO Sundar Pichai. Report suggest two side could discuss collaboration on autonomous vehicle (Waymo) as Hon Hai's technology is increasingly matured in EVs"
@rwang07 Avatar @rwang07 on X 2025-07-22 01:15:14 UTC 14.2K followers, 1646 engagements

"Off @CNBC yesterday talking about HBM for like 10-15 minuteswas a fun one. I hope I wasnt too optimistic about SK Hynix. I do think theyll be fine through the rest of XX but 2026 could bring more challenges with competition from $MU (and maybe Samsung). Got asked about the Samsung's 16B deal I try not be too speculative so just floated $TSLA and $QCOM as potential customer candidates haha. Also touched on CXMT 😉"
@rwang07 Avatar @rwang07 on X 2025-07-28 15:34:24 UTC 14.2K followers, 2692 engagements

""-Significantly improved programming skills especially with complex realistic code in large software projects (testers say it outperforms Claude X Sonnet) -Higher performance in scientific disciplines such as mathematics physics and technical tasks""
@rwang07 Avatar @rwang07 on X 2025-07-25 15:07:55 UTC 14.2K followers, 1839 engagements

""Regarding the H20 and B40 major U.S. investment banks maintain their shipment estimates at X million units for H20 and 200000 units for B40. Tencent appears interested in procuring the H20 but its stance on the B40 remains unconfirmed. However AMD has revised its forecast upwardits CoWoS-S demand for this year has been raised from 50000 to 60000 units. Another upward revision in CoWoS comes from Alchip (3661) which plans to increase volume from 40000 this year to 50000 next year. As for next years CoWoS outlook for other companies: NVIDIA: CoWoS-L: 510000 units (implying XXX million chips"
@rwang07 Avatar @rwang07 on X 2025-07-29 00:49:36 UTC 14.2K followers, 2224 engagements

"Fair to say big part of my hope on $INTC is on LBT and his reform/investment record. Bro is an execution machine. Report credit: @firstadopter"
@rwang07 Avatar @rwang07 on X 2025-07-24 20:32:05 UTC 14.2K followers, 6564 engagements

"The associated supply chain should be revamped. Big stuff. Even more upside now. $NVDA Maintain the view of significant Chinese compute demand for H20. Might take a bit to revamp production across supply chain but this can be accelerated"
@rwang07 Avatar @rwang07 on X 2025-07-29 03:29:49 UTC 14.2K followers, XXX engagements

"GB300 Production Yield in Q3 😅🤣 Well things better improve in Q4"
@rwang07 Avatar @rwang07 on X 2025-07-26 11:06:39 UTC 14.2K followers, 2286 engagements

"$INTC and CEO LBT will share firm's AI strategy in coming months. The goal seem to be focusing on inference and agentic AI. Previous LBT has reportedly said it's "too late" for company to step in AI training which I agree. Beside agentic and inference I am wondering if enterprise and edge AI are firm's focus on AI One concern some might haveIs it too late for inference too"
@rwang07 Avatar @rwang07 on X 2025-07-25 10:56:05 UTC 14.2K followers, 1853 engagements

"Nah CXMT bros are something else. Digitimes reported that CXMT DDR5/LPDDR5 samples it recently sent out have passed testing and are almost on par in quality with those of Nanya Technology. If this is true this is not "raise concern' but war time mode for Nanya lol"
@rwang07 Avatar @rwang07 on X 2025-07-22 02:08:55 UTC 14.2K followers, 7108 engagements

"UBS on Global AI Investment Trend China Cloud AI Adoption Enterprise AI Global AI Spending. 1) Expect global AI capex to grow by XX% (to $480bn) in 2025 and XX% (to $360bn) in 2026 with the Big 4s share of AI spend to decline from XX% in 2025 to XX% in 2026. 2) Recent supply chain results and industry adoption data from the US Census Bureau are reassuring supporting our view that AI fundamentals are intact. 3) AI spending beyond the Big X should grow by more than XX% in 2025 and more than XX% in 2026 based on our estimates meaning overall AI growth momentum should continue. 4) Expect AI spend"
@rwang07 Avatar @rwang07 on X 2025-04-24 21:08:22 UTC 14.2K followers, 1072 engagements

""Search delivered double-digit revenue growth and our new features like AI Overviews and AI Mode are performing well. We continue to see strong performance in YouTube as well as subscriptions offering""
@rwang07 Avatar @rwang07 on X 2025-07-23 20:31:39 UTC 14.2K followers, 2556 engagements

"Bernstein estimated that Huawei's Ascend 910C will ship 350k units of 910C and 910B respectively in 2025. If the estimate is true that's total 1.05M (700K + 350K) logic die production capacity from Huawei & SMIC. Another interesting thing is Huawei & SMIC production capacity could be higher if it includes the Ascend production for internally workload (e.g. Huawei Cloud)"
@rwang07 Avatar @rwang07 on X 2025-07-20 18:56:28 UTC 14.2K followers, 2213 engagements

"AI Actiona Plan: "America is in a race to achieve global dominance in artificial intelligence (AI). Winning this race will usher in a new era of human flourishing economic competitiveness and national security for the American people. Recognizing this President Trump directed the creation of an AI Action Plan in the early days of his second term in office. Based on the three pillars of accelerating innovation building AI infrastructure and leading in international diplomacy and security this Action Plan is Americas roadmap to win the race.""
@rwang07 Avatar @rwang07 on X 2025-07-23 14:55:34 UTC 14.2K followers, 1099 engagements

"Continue to be a news undervalued. Huawei at WAIC is a big deal. The CloudMatrix XXX system made its first public debut at the World Artificial Intelligence Conference (WAIC) a three-day event in Shanghai where companies showcase their latest AI innovations drawing a large crowd to the company's booth"
@rwang07 Avatar @rwang07 on X 2025-07-26 11:18:40 UTC 14.2K followers, 2478 engagements

"🧵My Latest Analysis: "Mapping Chinas HBM Advancement amid U.S. Export Controls" CXMT Now Just 3-4 Years Behind (1/N). Link: Key Takeaways: 1) Nvidias H20 GPU with HBM3 had become the most sought-after accelerator in China amid rapidly increasing inference and computing demand. Prior to the new restrictions shipments were projected to reach XXX million units in 2025. 2) CXMT is now only 3-4 years behind global leaders in high-bandwidth memory (HBM) development aiming to produce HBM3 in 2026 and HBM3E in 2027 amid notable technological improvements in DRAM. 3) CXMT still faces major roadblocks"
@rwang07 Avatar @rwang07 on X 2025-04-17 11:37:23 UTC 14.2K followers, 103.5K engagements

"Taiwanese VP on recent export control action against Huawei SMIC and other Chinese firms. 1) This has been a very challenging conversation between governments and private businesses." 2) But we have generally aligned in understanding that ultimately export control is to ensure that technology innovated developed and produced in Taiwan is not used to compromise our security or to harm the safety and security of the Taiwanese people. 3) Taiwanese officials have said that export controls are part of the ongoing US-Taiwan trade talks"
@rwang07 Avatar @rwang07 on X 2025-07-18 11:16:22 UTC 14.2K followers, 1018 engagements

"Bernstein expect $NVDA's share (in China) will drop to XX% even with the H20 reopen given Chinese local supply almost double from last year"
@rwang07 Avatar @rwang07 on X 2025-07-27 17:53:46 UTC 14.2K followers, 10.1K engagements