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@rwang07 Avatar @rwang07 Ray Wang

No information is available about Ray Wang. However, recent developments in the AI chip industry include NVIDIA's GB300 entering full-scale production, and companies like SK Hynix, Samsung, and TSMC making significant investments and advancements in AI-related technologies. The US government is also exploring equity stakes in chipmakers like Intel, Micron, and TSMC in exchange for Chips Act funding.

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% currencies XXXX% countries XXXX% fashion brands XXXX% products XXXX% cryptocurrencies XXXX%

Social topic influence $nvda #1609, ai 12.82%, strong 8.97%, $mrvl #88, the first 7.69%, level 6.41%, business 6.41%, $amzn #498, $3661tw #9, nvda #686

Top accounts mentioned or mentioned by @grok @mooremorrissemi @japandeepvalue1 @joinyellowbrick @ethunx @pearsonpc @dnystedt @tshirtnjeans2 @jukan05 @stockwilsonrice @sudseclipse @mojo_flyin @ajacksonhole

Top assets mentioned NVIDIA Corp. (NVDA) Marvell Technology Inc (MRVL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Applied Materials, Inc. (AMAT) Western Digital Corp (WDC) Apple, Inc. (AAPL) Teradyne, Inc. (TER) Metadium (META) Amphenol Corporation (APH) Vertiv Holdings Co (VRT) Lam Research Corporation (LRCX) Micron Technology, Inc. (MU) Sandisk Corporation Common Stock (SNDK) Stacks (STX) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Arista Networks Inc (ANET) Cisco Systems Inc (CSCO) Astera Labs, Inc. Common Stock (ALAB) Synopsys, Inc. (SNPS) Alphabet Inc Class A (GOOGL) Analog Devices, Inc. (ADI)

Top Social Posts

Top posts by engagements in the last XX hours

"Glass price 🚀"
X Link 2025-09-25T02:25Z 23.4K followers, 5899 engagements

"1) Nanya Technology is one of the top beneficiaries of the ongoing memory supercycle and deserves more attention. The stock has surged over XXX% YTD and more than XXX% in the past six months. Its recently reported October revenue surged XXX% YoY"
X Link 2025-11-05T06:30Z 23.4K followers, 91.6K engagements

"GF Securities on SanDisk. Pricing starting to soften: Memory price hikes was stronger-than-expected in CY2Q25 driven by low smartphone memory inventory and restocking for PC and server ahead of the 90-day tariff window. We forecast NAND contract price to increase X% QoQ in CY2Q25 in line with the managements high single digit guidance. However due to weakened end-demand and potential PC/server destocking we expect NAND price increase to moderate in CY3Q25 likely in the 0-5% range with a flattish 4Q25 at best. We expect CY4Q25 revenue to mark the peak of this cycle. End demand at risk: Our"
X Link 2025-05-12T15:16Z 23.4K followers, XXX engagements

"$MRVL $AMZN and Alchip More conviction from MS on Alchip locking in Trainium X and Trainium X project from AWS. And from MS reports I have been reading over the past a month or two the confidence on this has been increasing. Morgan Stanley: Our foundry supply chain checks indicate the ASIC TAM of Alchip's main customer $AMZN AWS is still expanding while Alchip has secured 3nm and 2nm projects. For 3nm we now expect the 2nd tape-out in July and it will bring in not just additional NRE revenue in 3Q25 but also improve Trainium3 ASIC performance in 2026. In the 2nm Trainium4 ASIC we expect"
X Link 2025-08-12T12:03Z 23.4K followers, 15.4K engagements

"1) Alchip expressed more optimism toward 2nm project (assumed it's Trainium X here) and 3nm project's mass production (assumed it's Trainium 3) is set to start in late Q1 XX. $MRVL. MS views are increasingly positive and compelled"
X Link 2025-08-14T11:11Z 23.4K followers, 26.3K engagements

"Nomura: "Note that we continue to hold the view that Alchip will be the project owner with $AMZN TRN3 chip tapingout in Feb 2025 (for system verification purpose) and July 2025 (for mass production) respectively in TSMC. However according to our industry survey we also noticed that $MRVL is working on another back-end design of the same Trainium X front-endchip using non-TSMC OSAT partners.""
X Link 2025-08-16T11:50Z 23.4K followers, 10.3K engagements

"The confidence level from Alchip (see attached series of tweets) and $MRVL is interesting. Leave ultimate judgment to you. JP Morgan Harlan Sur: "You know the noise level out of Asia on your lead customers' follow-on 3nm XPU program continues at this deafening pace right With your Asia competitor they're essentially claiming victory on 3nm. So what's the update with Marvell's 3nm XPU follow-on program with your lead customer I think last earnings call Matt you talked about securing 3-nanometer wafer capacity packaging capacity production in calendar '26. Is this program still tracking""
X Link 2025-08-29T02:08Z 23.4K followers, 28.3K engagements

"Morgan Stanley now believes that it is not longer debate about Alchip winning the Trainium X while $MRVL focuses on XPU-attach socket. MS also called it "puzzling" regarding the decreasing revenue of $ MRVL. According to its estimate it implies the T2 shipment is about X million at an ASP $1500 which implies $1.5B revenue"
X Link 2025-09-03T07:45Z 23.4K followers, 18.3K engagements

"GF Securities on Memory. 1) $NVDA has negotiated a XX% price cut for HBM3e-12Hi with the new pricing to take effect starting 4Q25. 2) Our checks indicate $NVDA is pushing for a higher data transfer rate on HBM4 from 8Gbps to 9Gbps. Since Microns HBM4 design continues to use a DRAM base die rather than a logic base die meeting this specification is more challenging. We have already witnessed Micron delaying some of its HBM investment as a result. 3) With Samsungs 1c process now achieving yields-rate above XX% we see increasing likelihood of Samsung securing HBM4 qualification potentially as"
X Link 2025-09-10T11:32Z 23.4K followers, 82.7K engagements

"Key companies in the Taiwanese supply chain set to benefit from the migration from HBM3E to HBM4 (these are well known to me but good to share here because they could be niche names for some) OSTA: ASE Technology Holding SPIL (Siliconware Precision Industries) and Powertech Technology ABF: Unimicron Nanya PCB and Kinsus"
X Link 2025-09-26T00:49Z 23.4K followers, 4196 engagements

"GF Securities: "Regarding $META (ASIC) although market views are divided we now expect $MRVL to be more likely to win the ARKE project due to its I/O capabilities and the pressing need to broaden its customer portfolio.""
X Link 2025-09-26T01:49Z 23.4K followers, 29.6K engagements

"CLST: Increasing data traffic due to AI server deployments is driving 800G switch upgrades for AI datacentres. $AMZN $Accton (2345 TW). We expect AWS 800G switch demand to accelerate from 4Q25 to meet the surge in data traffic from GPU and in-house ASICs and also thanks to smoother supply of 800G switch chips and components. Accton will be the major supplier of AWS 800G switches as demand continues to strengthen. Increasing engagement with a new key customer on new 800G switch opportunities could become a third leg for business growth. Also we expect Accton to begin to ramp up 800G switches"
X Link 2025-09-27T13:30Z 23.4K followers, 8731 engagements

"1. Trainium X shipments in 2026 are tracking ahead of market expectations (around XX million units) especially after the launch of Sonnet XXX which has raised inference demand forecasts. Contrary to market rumors there has been no delay. Specifically Trn3-1 taped out in Q125 and will enter mass production in Q126 while Trn3-2 taped out in Q325 and will enter mass production in Q226. X. Management has just returned from the U.S. after discussions with customers on capacity planning. Reportedly Annapurna has recently asked Alchip to secure additional capacity and all Trn-2 turnkey projects will"
X Link 2025-10-02T11:34Z 23.4K followers, 15.8K engagements

"$NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders is so strong that it needs to aggressively build more factories. Even with facilities in both Taiwan and the U.S. capacity remains insufficient requiring additional site searches and contingency planning. She noted that AI server order visibility extends through 2027 with major customers continuing to ramp up investment in"
X Link 2025-10-02T22:12Z 23.4K followers, 51.5K engagements

"*FYI: WiWynn is subsidiary of Wistron"
X Link 2025-10-02T22:28Z 23.4K followers, 1820 engagements

"$AMAT launches Kinex Bonding System an integrated hybrid bonding platform co-developed with $BESI advancing next-gen 3D packaging"
X Link 2025-10-07T16:26Z 23.4K followers, 18.6K engagements

"1) Foxconn (Hon Hai) and Shin Zu Shing (SZS) have formed a joint venture to take orders and manufacture the $APPL foldable iPhone hinge. Foxconn holds a slightly higher stake and steers future direction. The JV has secured a larger order share (65%) than Amphenol (35%). 2) Luxshare-ICT could join as a new hinge supplier as early as sometime after 2027"
X Link 2025-10-12T23:49Z 23.4K followers, 8454 engagements

"1) Memory and Nanya Technology 25Q3 Earnings Call (251013). - Q3 revenue reached NT$18779M up +78.4% QoQ and +130.9% YoY. - Gross margin improved to XXXX% from -XXXX% in Q2 - ASP increased 40+% (next slide)"
X Link 2025-10-13T11:48Z 23.4K followers, 12.7K engagements

"1) Delta Electronics and $VRT at OCP today with 800V VDC announcements (I am not there in OCP yet just their announcement in my inbox lol)"
X Link 2025-10-14T00:27Z 23.4K followers, 3625 engagements

"Alchip reported September consolidated revenue of NT$1.674 billion the lowest level since March 2023 -XXXX% MoM and -XXXX% YoY"
X Link 2025-10-14T10:27Z 23.4K followers, 3517 engagements

"Very interesting note will be an incremental one if true. GF Securities' note suggests that SK Hynix has increased its 2026 CapEx growth target from XX% YoY to nearly 30%.""
X Link 2025-10-15T13:49Z 23.4K followers, 26.2K engagements

"3) WFE companies are rather familiar (including Deposition (CVD/PVD) Lithography Etch Implantation CMP/Polishing). Companies includes: TEL $AMAT $LRCX $ASML Canon Sumitomo ULVAC"
X Link 2025-10-16T13:26Z 23.4K followers, XXX engagements

""In a recent closed-door meeting the company reiterated the $AMZN Trainium X schedule confirming no delay: Trn3-1 is set for tape-out in Q1 2025 and mass production in Q1 2026; Trn3-2 is planned for tape-out in Q3 2025 and mass production in Q2 2026. For AWS Trn3 2026 Alchip has a confirmed order volume of at least X million units at $3000 per chip implying at least $X billion in revenue contribution for 2026. The company reaffirmed that Trn3s 2026 shipment volume will exceed market expectations. $TSM has agreed to provide capacity support for at least XXX million units and Alchip may"
X Link 2025-10-21T10:49Z 23.4K followers, 16.3K engagements

"2) Nanya Technology reported consolidated revenue of NT$7.9 billion for October marking a MoM increase of XXXX% and a YoY surge of 262.37%. (even higher than last month's YoY 157%) Cumulative revenue for the first ten months of the year reached NT$44.401 billion up XXXX% YoY the highest level since September 2021 or in four years"
X Link 2025-11-05T06:20Z 23.4K followers, 1235 engagements

"2) Nanya Technology reported consolidated revenue of NT$7.9 billion for October marking a MoM increase of XXXX% and a YoY surge of 262.37%. (even higher than last month's YoY 157%) Cumulative revenue for the first ten months of the year reached NT$44.401 billion up XXXX% YoY the highest level since September 2021 or in four years"
X Link 2025-11-05T06:30Z 23.4K followers, 1410 engagements

"4) Investors looking closely at this memory supercycle are typically paying close attention to the top memory players like SK Hynix $MU and Samsung amid the unstoppable price hike of DDR5 as well as leading NAND and HDDs players like $SNDK $STX $WDC and Kioxia. Even some preliminary players in the memory supply chain like Phison NHK Spring and Silicon Motion have been gaining increasing attention"
X Link 2025-11-05T06:30Z 23.4K followers, 3477 engagements

"5) However Nanya Technology arguably deserves more attention from investors outside of Asia as it stands out as one of the top beneficiaries (its share price says it all) of the current memory supercycle given its strong position in legacy DDR products such as DDR4. While competitors have shifted much of their production capacity toward higher-value products like DDR5 and HBM this transition has created a significant shortage of DDR4. As the industrys migration to DDR5 progresses more slowly than anticipated supply has struggled to keep pace with persisting demand for DDR4 further tightening"
X Link 2025-11-05T06:30Z 23.4K followers, 2686 engagements

"1) We cover a lot of "winners" in this memory supercycle. Here is an example of a "loser." Industrial PC leader Advantech reportedly expects the surging price of DDR4 and SSDs will cause its GM to fall slightly below guidance in Q3 with the impact likely to intensify in Q4"
X Link 2025-11-05T13:06Z 23.4K followers, 13.7K engagements

"Hon Hai's (Foxconn) October 2025 results marked another record high with NT$895.7 billion in revenue (+7.0% MoM +11.3% YoY) driven by broad-based strength across computing cloud/networking and components. $NVDA Computing Products benefited from new product launches and pre-holiday pull-in demand; Cloud and Networking gained from AI-related momentum; and Components and Other Products also rose sharply. Smart Consumer Electronics remained flat MoM and slightly down YoY. Overall AI server demand and seasonal pull-ins drove strong top-line growth. This is expected to help Foxconn deliver a robust"
X Link 2025-11-06T00:45Z 23.4K followers, 3261 engagements

"Update on Nov X (TPE time). Share of GUC up almost XX% to hit daily limit-up and has surged almost XX% past month. Another IP house Alchip design partner of $AMZN's Trainuim is also up almost XX% today"
X Link 2025-11-06T02:01Z 23.4K followers, 7687 engagements

"Taiwanese AI server OEMs Wistron Wiwynn and Quanta reported a strong October revenue driven by strong AI demand. Attached graph is Wistron's monthly revenue. - Quantas consolidated revenue for October was NT$173.196 billion down XXX% MoM but up XXXX% YoY. Cumulative consolidated revenue for the first ten months of 2025 totaled NT$1.66 trillion up XXXX% YoY a record high for the same period. - Wistrons consolidated revenue for October was NT$185.062 billion down XXX% MoM but up XXXX% YoY. For its three major product lines notebook shipments in October reached XXX million units XXX% lower than"
X Link 2025-11-07T23:30Z 23.4K followers, 6415 engagements

"Hon Hai (Foxconn): "We will have announcements related to OpenAI next week.""
X Link 2025-11-12T08:56Z 23.4K followers, 38.6K engagements

"1) During the Q2 earnings call in August Hon Hai guided for a XXX% QoQ growth in AI rack shipments for Q3 (which was quite a impressive number to many back then). $NVDA Today the company confirmed it has achieved that target. Hon Hai (Foxconn): "The AI industry continues to grow rapidly driven by strong demand for AI computing power and the mass production of next-generation AI racks. This momentum propelled our overall AI rack shipments in the third quarter to achieve a XXX% QoQ increase.""
X Link 2025-11-12T12:41Z 23.4K followers, 72.4K engagements

"2) In Q3 we are seeing not only the ramp up of $NVDA AI servers but also ASIC AI servers (roughly a 8:2 mix). Rack shipment estimate for Q4 from sell side is going higher (should exceed some people's expectation back in Q3). Hon Hai: "Cumulatively through the third quarter AI server revenue has already reached NT$1 trillion ahead of schedule. With the gradual improvement of automation and testing systems mass production of next-generation AI racks is expected to ramp up rapidly. For the fourth quarter AI rack shipments are projected to grow by a strong double-digit percentage"
X Link 2025-11-12T12:41Z 23.4K followers, 20.3K engagements

"3) There are reasons that rack shipment are going higher.yield learning supply chain readiness and compute demand are only getting better overtime without major new technology changes in product offerings (tho still very highly challenging)"
X Link 2025-11-12T12:41Z 23.4K followers, 1794 engagements

"1) Hon Hais share has been steadily climbing this year up nearly XX% year to date. Thats a solid gain though it still lags behind many Taiwan-listed peers particularly those in memory copper foil and PCB sectors. Investors may be wondering what additional catalysts (with its size) could drive the stock even higher. Here is one notable comment (full comment at #2) from Hon Hai management today: By 2026 our market share in AI servers is expected to be at least XX% higher than it is today.""
X Link 2025-11-12T12:56Z 23.4K followers, 21K engagements

"Hon Hai (Foxconn): ".next years total market shipments of AI racks are expected to double to 50k60k units which should still be considered a conservative assumption. Some even project that shipments could reach 100000 units reflecting customers aggressive build-out of AI infrastructure. Over the past year we have significantly expanded our AI server-related investments across our U.S. facilities in Texas Wisconsin California and Ohio to meet the urgent needs of key clients. We have already started collaborating with customers on new AI server platforms set to launch next year allocating"
X Link 2025-11-12T13:06Z 23.4K followers, 29.6K engagements

"A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA appears to be planning a major shift in its business modelmoving away from selling the board (Bianca Port UPB) and instead directly supplying Level-10 systems. - My first question is: Because we are currently also delivering Level-10 systems to our major U.S. customer if NVIDIA begins supplying Level-10 systems directly how should we adjust our business model with this U.S. customer - My second question is: Looking at it from the opposite angle NVIDIA"
X Link 2025-11-12T23:48Z 23.4K followers, 187.7K engagements

"Key highlights from Wistron's Q3 call: "AI server demand remains very strong with DOUBLE-DIGIT growth expected in Q4 2025 and throughout 2026. $NVDA "Networking product shipments are projected to increase 10x next year (tho still a rather small part of its overall portfolio) and 2026 is expected to be a major inflection point for the networking business.""
X Link 2025-11-12T23:57Z 23.4K followers, 20.9K engagements

"Nanya Technologys November revenue reached NT$10.16 billion (+28.59% MoM and +364.89% YoY) surpassing NT$10 billion for the first time a new monthly record. Share up XXX% YTD"
X Link 2025-12-03T12:37Z 23.4K followers, 13.4K engagements

"$AVGO leading the push for SUE as an open infrastructure standard with support from partners such as $AMD $ANET $CSCO and $CRDO while UALink-related companies like $ALAB may face increased competitive pressure. Note from GF Securities's observation in OCP"
X Link 2025-10-20T11:48Z 23.4K followers, 21.8K engagements

"1) There wasn't much discussion here bout $CDNS's call yesterday. But I think the call itself is very interesting and worth a post. $SNPS. To start $ SNPS's last earnings call faces challenges in its IP business particularly associated with two reasons: #1 Its major foundry customer #2 China and EDA export control and #3 IP business "reform.""
X Link 2025-10-28T12:28Z 23.4K followers, 15.8K engagements

"1) $TER: "We've been working on this sort of qualification project for a little bit less than the last X months. And we are late in that third phase now. And to your point nothing terrible has happened so far. .The first is as soon as we're qualified on a part we would be able to capture incremental capacity against that specific device.""
X Link 2025-12-03T11:40Z 23.4K followers, 23.4K 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:"
X Link 2025-06-03T22:14Z 23.4K followers, 169.8K engagements

"Key data point for AI here. No slowdown. $NVDA and $AAPL partner Hon Hai reported Q2 net profit of NT$44.4 billion (US$1.48 billion) up XX% YoY and above market expectations (38.8B NTD). Notably its AI server business grew nearly XX% YoY in Q2 and is projected to exceed XXX% YoY revenue growth in Q3. "AI market continues strong demand in 2026.""
X Link 2025-08-14T11:31Z 23.4K followers, 25.5K engagements

"BOOM OpenAI and $NVIDA to Deploy XX GW of NVIDIA Systems"
X Link 2025-09-22T16:15Z 23.4K followers, 17.4K engagements

"South Korean AI chip startup Rebellions has raised US$250 million in a Series C round backed by Arm Holdings Plc Samsung Ventures and Pegatron's VC Arm. The most interesting participant here is $ARM. Samsung is expected especially given their partnership in foundry memory and packaging with Samsung. The goal is to be very competitive in the APAC market. Some of the biggest customers of Rebellions are South Korea-based cloud and telecoms companies"
X Link 2025-09-30T12:57Z 23.4K followers, 2883 engagements

"Some incremental development in the $NVDA GPU and $GOOGL TPU noted by GF Securities. VR XXX Switch tray upgrade should be well-known already. 1) PCB content in VR200 to increase to $1050/GPU vs $400/GPU for GB200 2) Shengyi Tech has gained market share from EMC and is now the largest supplier for $NVDA GB300 switch tray. Shengyi also enters $GOOGL CPU supply chain. 3) EMC is now the only supplier qualified for M9 for VR200 and gaining share from Panasonic for $GOOGL TPU v7"
X Link 2025-10-13T11:02Z 23.4K followers, 136.2K engagements

"PSMC: "HBM squeeze effect is driving continued price increases for specialty DRAM while SLC NAND is rebounding from the bottom as major manufacturers cut production and NOR flash is rising on AIoT demand. Overall memory customers willingness to increase wafer input is improving and both wafer starts and prices are expected to rise this quarter. The benefits of the price hikes should begin to materialize gradually from November and momentum is likely to continue into the first half of next year. Overall capacity utilization is expected to remain flat from Q3 with memory running at full"
X Link 2025-10-21T11:11Z 23.4K followers, 91.3K engagements

"Taiwanese leading OSAT ASE Technology and Analog Devices (ADI) announced a strategic collaboration in Malaysia. ASE plans to acquire ADIs Penang manufacturing facility. In addition the two companies will deepen cooperation through joint investment and a long-term supply agreement. ASE will acquire XXX% equity of Analog Devices Sdn. Bhd. including its manufacturing facilities located in Penang. In addition ADI and ASE plan to sign a long-term supply agreement under which ASE will provide manufacturing services for ADI. ADI also plans to make a joint investment with ASE to enhance the technical"
X Link 2025-10-22T10:59Z 23.4K followers, 2055 engagements

"1) Been following $TER for quite while. Share up 40+% since August 1st. The note (#2) below from GF Securities caught my attention today (coverage initiated). Of course one key development investors are paying attention to is $TER's potential entry in $NVDA Rubin supply chain (for chip testing). So far at least from public information there is no straight forward evidence that $TER entered the supply chain but rumors have been circulated for MONTHS. But potential upside could be more than (see #2) just $NVDA (admittedly $NVDA still the biggest driver). Earnings call on Wednesday hopefully"
X Link 2025-10-28T03:06Z 23.4K followers, 36.8K engagements

"Phison Electronics hit the daily limit-up in Taipei today with several other memory-related stocks also posting strong gains"
X Link 2025-11-10T06:56Z 23.4K followers, 10.9K engagements

"$WDC: "We have firm purchase orders from five of our largest customers for all of calendar year 2026. One of those five customers has given us purchase orders for all of calendar year 2027." ".90% of our business today is within the data center concentrated on a few set of very large customers." "Although now when the business is more secular and we see a long-term secular tailwind that has changed a lot. And so currently I describe the pricing environment as being stable which means kind of flattish to slightly up low single digits on a year-over-year basis on a dollar per terabyte" "Yeah"
X Link 2025-12-02T23:07Z 23.4K followers, 17.3K engagements

"Enjoyed discussing DRAM and modeling with smart people at X am"
X Link 2025-12-09T00:52Z 23.4K followers, 12.1K engagements