[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@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.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks #2299 technology brands XXXX% finance #4889 countries XXXX% currencies #1527 vc firms XXXX% travel destinations #4535 fashion brands #3247 cryptocurrencies XXXX%

Social topic influence $nvda #53, nvda #15, $mrvl #24, $tsm #61, samsung #465, $googl #342, morgan stanley #95, investment 0.38%, $meta #113, taiwan #750

Top accounts mentioned or mentioned by @zephyr_z9 @mojo_flyin @alex_intel_ @grok @zephyrz9 @mooremorrissemi @alexintel @thefuturumgroup @diamondrapids @schamorro357 @bitcoinvics @covrovski @futureman1977 @jukanlosreve @openai @coolmaster312 @xyang2023 @danielnewmanuv @juanilebedev @unclesam303

Top assets mentioned NVIDIA Corp. (NVDA) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Metadium (META) Amazon.com, Inc. (AMZN) Applied Materials, Inc. (AMAT) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Intel Corporation (INTC) Broadcom, Inc. (AVGO) Dell Technologies, Inc. (DELL) Astera Labs, Inc. Common Stock (ALAB) QUALCOMM, Inc. (QCOM) Micron Technology, Inc. (MU) Vertiv Holdings Co (VRT) Texas Instruments (TXN) Amphenol Corporation (APH) Microsoft Corp. (MSFT) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) ANSYS, Inc. (ANSS) Artificial Intelligence (AI4) Super Micro Computer, Inc. Common Stock (SMCI) Oracle Corporation (ORCL) Ciena Corporation (CIEN)

Top Social Posts #

Top posts by engagements in the last XX hours

"4) In Q4 the company expect AI server rack shipments are expected to continue ramping up and ICT products will enter the seasonal peak period of 2H"
X Link @rwang07 2025-10-05T12:05Z 19.8K followers, XXX engagements

"Unimicron warned that sluggish expansion by JP fiberglass suppliers along with unqualified substitutes from (TW/CN) has delayed ABF substrate deliveries for CoWoS. Without new capacity by the 2H26 the company expects the fiberglass shortage to become a major bottleneck"
X Link @rwang07 2025-08-01T12:07Z 19.9K followers, 3373 engagements

"Over half of U.S. adults are using OpenAI and $GOOGL's chatbots as their AI assistant. $META $AMZN and $AAPL follow. Claude has much lower usage amount U.S adults which is very interesting (of course we can discuss the methodology). Source: Menlo Ventures"
X Link @rwang07 2025-07-08T11:53Z 19.9K followers, 13.3K engagements

"This episode from @stratechery featured two "Ben" is very interesting particularly the discussion on $INTC and $TSM. I found the analogy of insurance and $INTC quite eye-opening. "At the end of the day Intel existing is the single most important piece of insurance for anApple for an AMD for an Nvidia for a Qualcomm for basically every single US fabless chipcompany and the reason why insurance is the right analogy is because in any normal stateof affairs they dont need Intel. TSMC meets their needs they meet their needs betterand thats why theyre not signing deals with Intel. But the point of"
X Link @rwang07 2025-10-04T13:38Z 20K followers, 70.9K engagements

"More updates on MediaTek $MRVL and $META"
X Link @rwang07 2025-10-01T15:57Z 20K followers, 53.9K engagements

"$AMAT's new investment with $AAPL and $TXN. "Applied is supporting Apples partnership with TI announced today by supplying American-made chipmaking equipment from Austin Texas to TIs U.S. factories. Austin is home to Applieds largest manufacturing and logistics facility. In addition Applied plans to invest more than $XXX million in Arizona to establish a state-of-the-art facility for manufacturing critical components for semiconductor equipment. This investment builds on the more than $XXX million Applied has invested in its U.S. equipment manufacturing infrastructure over the past five"
X Link @rwang07 2025-08-06T21:08Z 19.9K followers, 3625 engagements

"Wistron is accelerating its plans to establish an electronics manufacturing base in Telangana India with an estimated investment of around NT$3.42 billion. According to sources who requested anonymity Wistron is scouting land near Hyderabad to build facilities for producing servers routers and switches. One source stated: Wistron has decided to enter Telangana with a different product line and is currently finalizing the site selection likely in an electronics industrial park on the outskirts of Hyderabad. Theyve visited several locations but have not made a final decision. Another source"
X Link @rwang07 2025-07-29T12:25Z 19.8K followers, 16K engagements

"4) One should not forget other issue that concerns $AMAT in last Q and important to note that $AMAT's stock hs soared XX% past month likely driven by more chip demand in logic DRAM/NAND and capital inflow into $INTC"
X Link @rwang07 2025-10-02T22:51Z 19.9K followers, 2568 engagements

"The WSJ reported that Trump privately discussed with the senior officials about sending a message that the U.S. wants to de-escalate trade tensions with China - Trump aims to de-escalate trade tensions with China after threatening XXX% tariffs he and senior officials discussed sending a global message that the U.S. wants to cool relations. - Both Washington and Beijing privately seek to ease tensions with Trumps team hoping to stabilize markets and prevent distractions from his Middle East peace efforts. - Despite the de-escalation signals administration officials had been preparing"
X Link @rwang07 2025-10-14T10:16Z 20K followers, 75.5K engagements

"CXMT is expected to submit IPO application as soon as the end of 2025 or early 2026"
X Link @rwang07 2025-10-09T17:53Z 19.8K followers, 2959 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 @rwang07 2025-09-26T01:49Z 19.9K followers, 29.4K engagements

"I think this note on $DELL should be quite true. The sentiment of this is at least alighed with data points and comments from Wistron and Wiwynn. As previously noted the data points of AI servers are improving. "We now estimate $DELL FY26 GB200/300 NVL72 shipments at 5.5k units higher than the previous forecast of 4.5k while AI HGX server shipments are expected to decline to 26000 units as the market shifts toward NVL72/144 configurations. For FY27 we expect NVL72/144 rack shipments to reach 10000 units driven by xAIs Colossus X and agreements with CoreWeave OpenAI and $META supported by"
X Link @rwang07 2025-10-03T10:55Z 19.9K followers, 9969 engagements

"Hon Hai (Foxconn) and TECO Electric & Machinery is rumored to develop joint venture to enter the EV market Industry sources indicate that Foxconn and TECO are set to deepen their collaboration in the EV and data center sectors with particularly strong synergy in EVs. There are also reports suggesting that the trading suspension of both companies may be tied to investment plans in the Indian EV market. Regarding the form of cooperation analysts note that a simple joint venture would not require a trading suspension. This suggests the two companies may be pursuing a shareholding-based"
X Link @rwang07 2025-07-29T21:15Z 19.9K followers, 1626 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 @rwang07 2025-10-12T23:49Z 20K followers, 8199 engagements

"I forgot to cover the JPM call with $MRVL. I will do that soon. But in short $MRVL's recent call with JPM shows the level of confidence that is diverged from its previous earnings call on Sep XX (also offered more details) But some details required to be examined closely tho"
X Link @rwang07 2025-09-30T01:24Z 19.8K followers, 8034 engagements

"Link this post back to the recent development of $DELL and Wistron over the past X months. "Based on my industry surveys Oracle accounted for roughly XX% of global GB200 NVL72 shipments in 2025. That makes it a major buyer but still behind Microsoft (30%) Google (16%) and Dell (14%). As a result Oracles deliveries arrived lateraround late 2Q25vs. initial small-batch GB200 NVL72 shipments starting in 1Q25.""
X Link @rwang07 2025-10-08T12:44Z 19.8K followers, 8712 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 @rwang07 2025-06-03T22:14Z 20K followers, 139K engagements

"Upsides can't stop coming for Wiwynn and Wistron"
X Link @rwang07 2025-10-08T03:01Z 19.9K followers, 3775 engagements

"$CDNS CFO John Wall views the $SNPS- $ANSS merger to potentially make them more competitive against Cadence by offering more of a one platform-like (chip design verification packaging) offering for the customer that adds more value to the customers (which could increase the pricing). Yet he doesnt'y necessary think such deal play a downside role for Cadence"
X Link @rwang07 2025-08-27T23:10Z 20K followers, 2554 engagements

"And this: Ibiden will significantly expand its IC packaging substrate production. The company plans to increase substrate output by XXX% by 2027 compared with 2024 levels with a new production line at its Ono plant in Gifu Prefecture scheduled to begin operation as early as next month"
X Link @rwang07 2025-09-22T10:57Z 19.9K followers, 8691 engagements

"Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous"
X Link @rwang07 2025-06-04T11:55Z 20K followers, 8074 engagements

"Memory module maker ADATA Chairman Simon Chen stated that the global memory market is facing an unprecedented shortage (called it "near empty") in DRAM NAND and HDD. These product lines are experiencing simultaneous supply tightness for the first time. The AI boom has driven a surge in demand so strong that the grain bins of the three major upstream suppliers are now nearly empty. He stated bluntly Our competitors in securing supply are no longer our peers in the industry they are now the cloud service provider (CSP) giants. He revealed that current inventories at upstream suppliers are"
X Link @rwang07 2025-10-14T10:09Z 20K followers, 34.3K engagements

"Hanmi Semiconductor Unveiled New Tool Aiming to Enter 2.5D Advanced Packaging. According to reports from Seoul Economic Daily and ZDNet Korea Hanmi has launched a next-generation tool designed specifically for AI semiconductors: the Big-Die Flip Chip Bonder (FC Bonder). The new equipment will be available to customers worldwide and signals a strategic leap into the booming 2.5D packaging sector. The newly unveiled Big-Die FC Bonder is engineered to support significantly larger chip substrates enabling bonding on interposers up to 7575mm far larger than the conventional 2020mm formats used in"
X Link @rwang07 2025-09-29T12:26Z 19.9K followers, 2298 engagements

"$AAPL iPhone XX series has achieved both strong sales and positive market reception reportedly prompting additional order requests that have energized the Taiwanese supply chain. $TSM is seen as the primary beneficiary as the A19 series chips are built using its third-generation 3nm (N3P) process keeping advanced-node capacity running at full utilization. In addition supply chain sources suggest that some of $AAPL products are also being refreshed further driving TSMCs advanced process capacity to full utilization. Reportedly the iPad Pro and MacBook Pro will feature the M5 chip built on $TSM"
X Link @rwang07 2025-10-13T11:56Z 20K followers, 5490 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"
X Link @rwang07 2025-07-09T23:17Z 19.9K followers, 12.3K engagements

"SK Hynix age like a fine wine Its is also true that the company is entering into uncharted territory"
X Link @rwang07 2025-10-02T10:43Z 19.8K followers, 4412 engagements

"I did a pretty cool analysis unpacking $AMAT's new Kinex platform (co-developed with $BESI) as well as the future of HBM and Hybrid Bonding. You can download the report here. And thanks for $AMAT senior technical people's feedback always found those convos super helpful"
X Link @rwang07 2025-10-10T00:02Z 20K followers, 12.3K 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 @rwang07 2025-10-13T11:48Z 20K followers, 11.3K engagements

"And $AMD's execution on MI450 in 2H26 will be key"
X Link @rwang07 2025-10-10T11:54Z 19.9K followers, 5433 engagements

"Alibaba has set up new team within its Qwen team to focus on developing robotics and embodied AI"
X Link @rwang07 2025-10-08T13:25Z 19.8K followers, 3773 engagements

"According to Advantest nearly XX% of cost in GPU goes to HBM and Materials Assembly & Testing. $NVDA"
X Link @rwang07 2025-09-11T02:25Z 20K followers, 27K engagements

"GF Securities: "We believe that NAND vendors capacity expansion guidance for 2026 remains disciplined with limited new capacity additions. Overall NAND supply growth in 2026 is expected to be around XX% which includes YMTCs planned 50KPM (about 50000 wafers per month) expansion.""
X Link @rwang07 2025-09-17T09:05Z 19.9K followers, 9038 engagements

"$TSM SoIC and CoWoS capacity for 2026 is reportedly fully booked amid surging AI demand. Leading OSATs and downstream testing providers such as ASE SPIL and KYEC are expected to benefit while accelerating their expansion"
X Link @rwang07 2025-10-12T23:44Z 20K followers, 3709 engagements

""Altman has been exploring financing alternatives with supply-chain partners people familiar with his meetings said. Such discussions remain in the early stages the people said." He has met with $TSM Samsung SK Hynix and Hon Hai (Foxconn)"
X Link @rwang07 2025-10-04T14:33Z 19.9K followers, 59.5K 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 @rwang07 2025-08-12T12:03Z 19.8K followers, 15.2K engagements

"Delta Eletronics can't stop winning. If you haven't followed this company then you should. Morgan Stanley says Delta's September revenue was XX% above our estimate at NT$57.1bn up XX% MoM and XX% YoY a record high. Infrastructure outperformed with XX% MoM growth (+168% YoY) as liquid cooling system revenue in September was above NT$9bn double MoM making a XX% contribution to total revenue"
X Link @rwang07 2025-10-13T01:47Z 20K followers, 9849 engagements

"@racetrack275 Alchip has definitely shown a lot more confidence for months. I think many are aware of that"
X Link @rwang07 2025-09-03T07:50Z 19.8K followers, XXX engagements

"$NVDA GPU shipments and $SMCI AI revenue Source: GF Securities"
X Link @rwang07 2025-06-25T10:24Z 19.9K followers, 6387 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 @rwang07 2025-09-30T12:57Z 20K followers, 2854 engagements

"Reference #2 (250829)- $MRVL earnings call:"
X Link @rwang07 2025-09-03T15:12Z 19.8K followers, 3835 engagements

"Update on $TSM advanced node roadmap in Taiwan and Arizonastate-of-the-art process node (N2 A16 and A14) will be established in Taichung Kaoshiung and Arizona. $NVDA $AMD $AAPL According to supply chain sources Kaohsiung is set to become a major production hub for the 2nm family. All five planned phases (P1P5) of Fab XX will be dedicated to 2nm-class production including the A16 process node that introduces backside power delivery (BSPDN) next year. In addition the company is evaluating the construction of a sixth phase (P6) to support the even more advanced A14 (1.4nm) process. Total"
X Link @rwang07 2025-10-06T23:24Z 20K followers, 4549 engagements

"What a productive weekend. Just end until the mail sent out successfully as scheduled. Earnings week is back. $ASML and $TSM. Fun time"
X Link @rwang07 2025-10-12T23:34Z 20K followers, 3846 engagements

"Taiwanese ASIC Designer GUC Reports September Revenue Surge on Great NRE and Turnkey Growth GUC reported September 2025 revenue of NT$3.61 billion marking a +30.5% MoM and +104.9% YoY increase the companys strongest monthly result since early 2024. Turnkey revenue reached NT$2.09 billion (-4.1% MoM +73.9% YoY) supported by ongoing AI customer tape-outs despite minor timing adjustments. NRE surged to NT$1.52 billion representing a sharp +200.6% MoM and +178.0% YoY rebound driven by multiple 2.5D/CoWoS design ramps tied to next-generation AI accelerators. For Q3 overall the consolidated revenue"
X Link @rwang07 2025-10-08T12:40Z 20K followers, 18.5K engagements

"Another W for $NVDA on networking (but honestly kinda expected). Ethernet No problem. NVIDIA today announced that $Meta and $ORCL will boost their AI data center networks with NVIDIA Spectrum-X Ethernet networking switches"
X Link @rwang07 2025-10-13T18:53Z 20K followers, 3146 engagements

"AMD's deal now looks even more interesting comparing it with $NVDA and $AVGO"
X Link @rwang07 2025-10-13T13:17Z 20K followers, 16.1K engagements

"GF Securities: Re-rate MediaTek (2454) to Hold. ASIC: - $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25 likely due to internal design-team issues. On the positive side the I/O chip is progressing well and may enter wafer production at TSMC. - $META: despite mixed market sentiment we now see $MRVL as more likely to win ARKE given its strong I/O capability and need to broaden its customer base. - "Overall we maintain our forecast for data-center ASIC revenue to reach $1B by end-2026 but we lower our 2027 outlook." SoC: - MediaTek previously guided to double-digit USD"
X Link @rwang07 2025-09-27T10:09Z 19.9K followers, 7743 engagements

"Wow so $MRVL really is back 🤓"
X Link @rwang07 2025-10-02T16:26Z 20K followers, 3727 engagements

"A year ago Im pretty sure no one in Taiwan wouldve believed Nanya Tech could get anywhere near NT$100 yet here we are (almost). Legacy DRAM are going wild and Nanyas just riding the wave and reaping the rewards"
X Link @rwang07 2025-10-09T01:49Z 20K followers, 7882 engagements

"2) Q2 Comment on the China issue. $AMAT CEO Gary Dickerson: "However as you will see in our guidance we expect revenue and earnings to be sequentially lower in our fourth quarter primarily due to uncertainties in our China business First is digestion of capacity in China. Second is our large backlog of pending export license applications where we have taken a conservative position and assumed none of these licenses will be issued in the next quarter.""
X Link @rwang07 2025-10-02T22:51Z 19.9K followers, XXX engagements

"".We have learned that $NVDA has already requested AVC to design microchannel cold plates (MCCP) for the Rubin Ultra GPU (expected launch in 2027). It appears that multiple cooling solutions are currently under development and the liquid-cooling market for microchannel cold plates is expected to continue expanding for many years.""
X Link @rwang07 2025-10-05T12:08Z 19.9K followers, 18.6K engagements

"More updates on MediaTek and $GOOGL TPU from GF Securities. 1) Compute die in final stage of tuning 2) MediaTeks I/O die has been qualified 3) Tape-out scheduled at Sep XX 4) Engineering sample to be in 2Q2 5) Small volume shipment by end-2026"
X Link @rwang07 2025-06-17T11:40Z 19.9K followers, 5847 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 @rwang07 2025-09-27T13:30Z 19.9K followers, 8651 engagements

"These incremental advancements are proving that Jensen's announcement of NVLink Fusion in May has been gaining momentum in the industry despite some initial doubt a few months ago. $NVDA This guy's vision has been pretty spot on"
X Link @rwang07 2025-10-14T00:09Z 20K followers, 10.2K engagements

"$CIEN to Acquire Nubis Communications. Ciena has traditionally focused on data center interconnect (DCI) solutions. It is now aiming to extend its reach into intra-data center networking through the acquisition of Nubis Communications. Nubis should bring some expertise in CPO NPO and ACC. Market: With this acquisition $CIEN aims to move beyond the DCI segment into the fast-growing market for intra-data center optical connectivitywhich is vital for AI cluster scaling and rack-to-rack communication. IPs: Ciena should gain access to Nubiss high-bandwidth low-power optical interconnect IP helping"
X Link @rwang07 2025-10-10T11:31Z 20K followers, 2095 engagements

"6) Shifting focus from Hon Hai another major AI server assembler Wistron is also expected to ship more AI racks than previously anticipated. The companys (both Wistron and Wiwynn based on author's understanding) order visibility now extends through 2027 and based on my understanding demand from its CSP and AI lab customers remains exceptionally strong"
X Link @rwang07 2025-10-05T12:05Z 19.9K followers, 3558 engagements

"Chinas leading market regulatory agency SAMR has launched an antitrust investigation into $QCOM over its acquisition of Autotalks citing failure to file the transaction under Chinas Anti-Monopoly Law"
X Link @rwang07 2025-10-10T10:52Z 20K followers, 2238 engagements

"Bloomberg reported that Huawei's Ascend 910C consists of HBM2E from SK Hynix and Samsung as well as logic die from $TSM citing TechInsight's research"
X Link @rwang07 2025-10-03T10:47Z 19.8K followers, 3670 engagements

"GF Securities: The bearish view on $MU HBM4 is weakeningOur previous concerns about Micron mainly centered on the certification of its HBM4 product. We note that despite the current low yields Micron has indeed provided NVIDIA with samples of its 11Gbps HBM4. We recommend closely monitoring yield improvement progress while we forecast that production in the first half of 2026 will remain limitedabout two quarters behind SK"
X Link @rwang07 2025-09-26T01:19Z 19.9K followers, 24.1K engagements

"Wistron's management stated that AI server shipments are expected to accelerate in Q3 with strong momentum likely to continue into Q4. On the PC side shipment schedules in the third quarter have not seen significant delays and demand remains stable. From a revenue perspective the fourth quarter should be encouraging. Regarding gross margin since most AI systems rely on customer-supplied materials with the company only providing contract assembly the reported gross margin is relatively low. However as scale expands and process efficiency improves overall profitability quality is expected to"
X Link @rwang07 2025-09-04T02:17Z 19.8K followers, 2416 engagements

"Starting in August KYEC will hike prices across the board while maintaining XXX% market share. By 2026 ASIC will make a huge contribution. Sell-side estimates are too low next years EPS could reach XX. $NVDA: Due to surging demand for Blackwell chips NV urgently placed additional wafer orders at TSMC for 3Q. Beginning in August wafer foundry prices will rise in line with all major customers contributing an additional X% to 3Q gross margin. Test times are increasing from XXX seconds to XXX seconds. Rubin demand is also spiking with test times likely to be set at 12001600 seconds. Gaming RTX"
X Link @rwang07 2025-08-29T08:56Z 20K followers, 20.6K engagements

"The day has come. Samsung is reportedly confirmed to supplies HBM3E 12hi for $NVDA GB300 Volume will probably ramp materially in Q1 and extend through Q2 26"
X Link @rwang07 2025-10-08T23:40Z 19.8K followers, 37K engagements

"U.S. and Korean DRAM Maker Halt New Quotes as Supply Chain Sources Warn DRAM Contract Prices May Jump Over 3050% in Q4 Driving DDR3 Higher Too Due to tightening memory supply Korean and U.S. DRAM makers have decided to suspend new price quotations to enterprise customers for one week. According to supply chain sources DRAM contract prices are expected to rise more than XX% in Q4 with some specifications potentially surging over XX% and DDR3 prices likely to increase in tandem. Market surveys indicate that DDR4 supply will face a shortage of 1015% over the next three quarters while backend"
X Link @rwang07 2025-10-08T12:14Z 20K followers, 14.5K engagements

"Key Quotes from $DELL COO Jeff Clarke: "The company unveiled a long-term financial framework that calls for sales to rise at a rate of X% to X% annually for the next four years while earnings per share excluding some items will increase XX% or more. We were all wrong how big we thought the AI market was two years ago and its nothing but bigger." It's probably not that surprising for $DELL's breakout this Q because data points from its close supply chain partners have been great"
X Link @rwang07 2025-10-07T13:01Z 19.8K followers, 31.3K engagements

"Some update on Samsung - $QCOM AP"
X Link @rwang07 2025-10-10T11:20Z 20K followers, 3869 engagements

"Following the GB10 Gracewell Superchip developed for NVIDIAs DGX Spark collaboration MediaTek is reportedly extending its partnership with $NVDIA to co-develop a new PC processor aimed at capturing share in the PC market"
X Link @rwang07 2025-10-07T13:33Z 19.9K followers, 2607 engagements

"Jeffries says they found NO evidence that $TER enters $NVDA Rubin supply chain (referring chip testing). Interesting. $avantest"
X Link @rwang07 2025-10-14T17:43Z 20K followers, 2314 engagements

"$AMAT will offer integrated solutions for front end and integrated hybrid bonder from $BESI. Essentially the goal is to minimize wafer queue time across each process step"
X Link @rwang07 2025-10-07T16:28Z 20K followers, 7664 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"
X Link @rwang07 2025-07-27T12:00Z 20K followers, 1567 engagements

"2) Nanya sees significant improvement in ASP and robut improvement in shipment and revenue. The EX impact also more manageable compared to Q2 (expected). The unstoppable surge of DRAM pricing across DDR4 and DDR5 since early Q2 this year is clearly boosting company's '25 performance across various financial metrics. Regarding demand end the management expressed optimism citing AI's strong demand for HBM and DDR5. New PC and mobile increase DDR5 and LPDDR5 contents and growing demand in DDR4 and LPDDR4 in consumer applications"
X Link @rwang07 2025-10-13T11:48Z 20K followers, XXX engagements

"Reference #3 (250814)-Alchip earnings call:"
X Link @rwang07 2025-09-03T15:12Z 19.8K followers, 3065 engagements

"$AMKR officially begins construction of its new advanced packaging and testing facility in Peoria Arizona. The plant is scheduled to begin operations in early 2028. Upon completion the plant will become the largest outsourced advanced packaging and testing site in the US. Under the agreement with $TSM $TSM will utilize turnkey advanced packaging and testing services provided by Amkor's new facility in Peoria to support its customers particularly those whose chips are manufactured at $TSM advanced wafer fab in Phoenix"
X Link @rwang07 2025-10-06T10:40Z 20K followers, 11.9K engagements

"Western Digital plans US$1 billion investment in Japan over the next X years to strengthen next-generation HDD technology and production processes. According to Nikkei Asia WD's R&D center in Fujisawa City Kanagawa Prefecture remains one of the company's key innovation hubs. Japan also serves as a critical source for WD's supply chain providing roughly XX% of its components. In fiscal year 2025 the company expects to spend US$1.5 billion with Japanese suppliers and partners a figure projected to grow in the coming years. The investment comes amid surging demand for data center storage driven"
X Link @rwang07 2025-10-02T11:19Z 20K followers, 3070 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 @rwang07 2025-09-10T11:32Z 20K followers, 82.3K engagements

"Hanmi Semiconductor establishes a local entity in Singapore to provide on-site support for $MU amid Micron's expansion in Singapore. Hanmi Singapore will deploy senior engineers locally to offer fast and professional service. Hanmi has provided close support to Micron Taichung factory in Taiwan through its Taiwanese subsidiary Hanmi Taiwan. To expand HBM capacity Micron broke ground in January 2025 in Singapore's Woodlands area investing US$7 billion to build an advanced packaging facility with plans to start HBM production there from 2027"
X Link @rwang07 2025-10-06T10:56Z 19.8K followers, 3167 engagements

"1) Jefferies says the ramp of $NVDA Blackwell continues to progress with B300 layering in October. Bottom-up supply chain check suggests $9B networking revenue for $NVDA for October vs. consensus $6.4B"
X Link @rwang07 2025-08-21T11:15Z 19.8K followers, 39K engagements

"It's not a secret that Mediatek is on $META's final short list for the design service for its ASIC but it is interesting that Bernstein suggested that the company is also in earlier stage discussion with $MSFT and ByteDance (less surprising to me haha)"
X Link @undefined 2025-08-05T11:53Z X followers, 9574 engagements

"$NVDA CEO: "Im surprised that they ( $AMD) would give away XX% of the company before they even built it. And so anyhow its clever I guess.""
X Link @rwang07 2025-10-08T13:08Z 20K followers, 63.8K engagements

"Morgan Stanley on $NVDA vs ASIC: "NVIDIA management also reiterated that it is very hard to develop accelerated computing and NVIDIA is accelerating the entire pipeline with the best performance per watt of any computing platform. However we do see ASIC catching up e.g. 3nm geometry adoption. Long term we are still positive on AI ASIC service providers like Alchip MediaTek and GUC gaining share against their US competitors although NVIDIA management is still confident on its leading position.""
X Link @rwang07 2025-08-29T03:32Z 19.8K followers, 4579 engagements

"BIG: OpenAI has struck a landmark deal with $AMD gaining up to a XX% stake in the $270B chipmaker in exchange for roughly 6GW worth of AMD GPUs OpenAI will deploy X gigawatts of $AMD Instinct graphics processing units over multiple years and across multiple generations of hardware the companies said Monday. It will kick off with an initial X gigawatt rollout of chips in the second half of 2026"
X Link @rwang07 2025-10-06T11:05Z 19.9K followers, 23.5K 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 @rwang07 2025-08-14T11:11Z 20K followers, 25.9K engagements

"The bigger takeaways is $NVDA's NVLink Fusion ecosystem just add X new partners in less than X monthsGUC Intel and Samsung. It's Jensen's world we are living in it"
X Link @rwang07 2025-10-14T00:05Z 20K followers, 20.4K engagements

"Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as customers accelerate their product launch timelines TSMC can no longer expand advanced packaging capacity in the same step-by-step way as before. Sometimes the schedule must be compressed to just one year or even within three quarters to ramp capacity to peak levels. In other words equipment must be installed before the"
X Link @rwang07 2025-09-10T00:58Z 19.8K followers, 9797 engagements

"UBS also raised $TSM CoWoS forecasts for XX fwiw"
X Link @rwang07 2025-10-08T23:42Z 20K followers, 17.4K engagements

""According to reports Micron's custom-produced LPDDR5X for SOCAMM modules began small-scale packaging by Powertech Technology Inc. (PTI) in Q1. Mass production in Q2 with shipments expected to remain strong in Q3. It is estimated that next-generation AI servers will be equipped with four SOCAMM modules which translates to approximately XXX LPDDR5X chips per server. The market anticipates that demand for high-end LPDDR5X packaging will continue to grow steadily.""
X Link @rwang07 2025-06-19T21:07Z 19.9K followers, 2993 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 @rwang07 2025-10-14T00:27Z 20K followers, 3006 engagements

"$AMAT expects a $XXX million hit to its revenue from new export restrictions published by U.S. government. Applied Materials said the new rule would restrict its ability to export certain products to Chinese customers without a license. The company said the new rules would hurt Q4 revenue by $110M and 2026 revenue by $600M"
X Link @rwang07 2025-10-02T22:36Z 20K followers, 20K 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 @rwang07 2025-09-26T00:49Z 19.8K followers, 3975 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 @rwang07 2025-09-03T07:45Z 19.8K followers, 17.9K engagements

"$AMZN Trainium Alchip and ASIC challenges. $AMZN Trainium X product will gradually enter mass production at the end of Q4 using a 3nm process. According to the supply chain Alchip is raising its advanced packaging demand forecast for next year with growth reaching 25%. This signals strong ASIC demand which is expected to significantly boost operations in 2026. Reportedly plans for the 4th gen product have already been finalized with Alchip securing the back-end design. Industry estimates suggest mass production could begin as early as mid-2028. Industry sources revealed that Trainium X is"
X Link @rwang07 2025-08-12T00:32Z 19.8K followers, 6676 engagements

"Switches are the real key here. $ALAB should take a W here. If $AMD ultimately uses $AVGO scale-up solutions will be FUNNY"
X Link @rwang07 2025-10-06T22:39Z 20K followers, 19.1K engagements

"$AMAT launches Kinex Bonding System an integrated hybrid bonding platform co-developed with $BESI advancing next-gen 3D packaging"
X Link @rwang07 2025-10-07T16:26Z 20K followers, 18.2K engagements

"Samsung Electronics Q3 2025 Earnings Review Sales: KRW XX trillion (8.7% YoY XXX% above consensus) Operating profit: KRW XXXX trillion (31.8% YoY XXXX% above consensus)"
X Link @rwang07 2025-10-13T22:55Z 20K followers, 5853 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 @rwang07 2025-10-02T22:12Z 19.9K followers, 51.1K engagements

"Earnings call in few weeks expect this question will come up"
X Link @rwang07 2025-10-14T17:47Z 20K followers, 1364 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 @rwang07 2025-08-16T11:50Z 19.8K followers, 10.1K engagements

"@zephyr_z9 @menhguin $COHR growth is actually not that much compared to $LITE. So I think that's low key opp"
X Link @rwang07 2025-09-23T01:16Z 19.8K followers, XXX engagements

""Last month major brokerages (I think it's MS lol) already revised next years capacity forecast upward to 100k wafers per month. $TSM $NVDA Currently the Phase X cleanroom space of the P8A fab is ready and if demand is confirmed total capacity could be expanded further to 110k to 120k wafers per month.""
X Link @rwang07 2025-10-09T00:56Z 20K followers, 4768 engagements

"Some volume could go in Q4 but need to see what Samsung says in next earnings call"
X Link @rwang07 2025-10-08T23:43Z 19.8K followers, 2015 engagements

"Some update on MediaTek: MediaTek reported September consolidated revenue of NT$54.33 billion up XX% MoM and XXXX% YoY. For the first three quarters of 2025 cumulative consolidated revenue totaled NT$445.78B which is up XXXX% from the same period last year. In Q3 2025 its total revenue reached NT$142.09B down XXX% QoQ but up XXX% YoY. This is better than its earlier guidance of a 7%13% sequential decline (partly due to better-than-expected FX in Q3 than Q2). On the AI ASIC front in specific few sell-side notes and industry checks suggest that MediaTeks custom ASIC project with Google ( $GOOGL"
X Link @rwang07 2025-10-10T11:07Z 20K followers, 22.4K engagements

"1) FT reported Cambricon's jumped XX% to an ATH taking the companys market cap past Rmb500bn ($70bn) for the first time. (Cambricon roadmap on 2nd tweet). 70B is something. Its value has more than quadrupled in the past year (check attached tweet) SMIC and Hua Hong Semi up XX% and XX% respectively"
X Link @rwang07 2025-08-22T11:28Z 19.9K followers, 33.6K engagements

"Must-read. Absolute innovation leadership. $TSM on AP. IVR (Integrated Voltage Regulator) application and $TSM CoWoS-L Innovation. 4NVDA - Case 1: Integration of IVR + eDTC in TSMCs CoWoS-L Platform In its CoWoS-Ladvanced packaging platform TSMC deeply integrates an IVR (Integrated Voltage Regulator) with embedded Deep Trench Capacitors (eDTC). The eDTC resembles a stacked silicon capacitor structure like S-SiCap offering high-density decoupling (up to several F/mm) directly embedded in the silicon interposer. a) Integration Details: The IVR handles kilowatt-level power regulation while the"
X Link @rwang07 2025-10-05T16:17Z 20K followers, 20.5K engagements

"$TSM management in Hsinchu Taiwan"
X Link @rwang07 2025-10-06T11:59Z 20K followers, 2825 engagements

"Bullish Delta Electronics 🤓 cc'd @vikramskr Read his piece here"
X Link @rwang07 2025-07-21T23:36Z 20K followers, 2941 engagements

"Acer CEO Jason Chen stated that if people focus on how $NVDA investment in $INTC impacts $TSM they are missing the point. For PC brands the more pressing concern is the new variables this move introduces. With potentially more than two x86 CPU suppliers and multiple generations of processors in play future procurement and inventory management for PC brands will become significantly more complex. - Supply Chain Complexity The x86 ecosystem is entering a new phase of fragmentation as multiple processor generations and vendors coexist. With Nvidias investment in Intel and potential new entrants"
X Link @rwang07 2025-10-06T10:52Z 20K followers, 24.2K engagements

"$NVDA: "$3-4 Trillion AI Infrastructure Spend by 2030""
X Link @rwang07 2025-10-09T22:35Z 20K followers, 38K engagements

"2) $VRT and Delta are in some ways competitorsbut their businesses dont fully overlap given the distinct white space and gray space each occupies in the market. However these two "spaces" are converging gradually"
X Link @rwang07 2025-10-14T00:27Z 20K followers, 1981 engagements

"As my previous note suggested the bigger downside risk for MediaTek moving forward is the ASIC project. First is $GOOGL apparently and next will be $META it's happening in front of your eyes. Morgan Stanley: For $META ASIC as time passes we now see XX% chance (previously we called it 50:50) for MediaTek to win given $AVGO strong technological capability and $MRVL aggressive price competition . If MediaTek does win this project in the coming 1-2 months the stock could be up 10%-15% but vice versa if it doesn't win"
X Link @rwang07 2025-09-30T01:06Z 20K followers, 45K engagements

"Wrote this while scanning thorough the Alchip earnings call transcript and some sell-side reports. $MRVL Noted it down some interesting content. Noise are crazy on $AMZN AWS and $MRVL. Reading more stuff definitely helps me to clear some noise"
X Link @rwang07 2025-08-14T11:14Z 19.8K followers, 3599 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 @rwang07 2025-08-29T02:08Z 20K followers, 27.8K engagements

"Memory Module Supplier ADATA and TeamGroup Halt DRAM Module Pricing (Quotation Suspension) Amid Severe Supply Shortages Driven by surging AI demand the memory module industry is seeing its first pricing halt since 2017. ADATA announced that due to a significant shortage of DRAM supply it will tighten inventory control and adjust allocation strategies. TeamGroup echoed similar concerns citing the peak season for consumer electronics in Europe and the U.S. limited supply from DRAM makers and rapid inventory depletion. Both companies have suspended pricing with ADATAs pause expected to last"
X Link @rwang07 2025-10-08T05:08Z 20K followers, 53.3K engagements

"Landed SF open Robinhood $ALAB down 13%😂"
X Link @rwang07 2025-10-14T16:52Z 20K followers, 2681 engagements

"MediaTek has reportedly secured design wins for $AAPL upcoming Beats headphones and previously reported for the Apple Watch S11. "MediaTek is previously reportedly joining $AAPL supply chain with its 5G data chip said to be adopted in the upcoming $AAPL Watch Series XX. In addition supply chain sources revealed that MediaTek will also supply True Wireless Stereo chips for Apples Beats headphones.""
X Link @rwang07 2025-10-12T23:57Z 20K followers, 3045 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 @rwang07 2025-10-13T11:02Z 20K followers, 130.4K engagements

"Earnings call late October"
X Link @rwang07 2025-10-08T12:50Z 19.9K followers, 1419 engagements

"Watching this memory rally: Btw super happy for SK Hynix investors (been very bullish on them since May) as well as overall memory community. *not investment advice DYODD"
X Link @rwang07 2025-10-02T02:36Z 19.8K followers, 9442 engagements

"Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at it)"
X Link @rwang07 2025-10-02T12:13Z 20K followers, 6440 engagements

""Raising U.S. Self-Sufficiency Involves the Global Supply Chain; Targeting Taiwan and TSMC/Taiwanese firms is an Oversimplification The upstream Japanese supply chain serves as a key example. Specialty chemicals critical to TSMC are dominated by Japanese firms (e.g. JSR for photoresists Namics for underfills Nagase for LMC). With only P1 operating these chemicals are shipped to the U.S. As production expands suppliers will need to establish U.S.-based logistics or even manufacturing to ensure high utilization and flexibility. TSMCs expansion pace will then be gated by its suppliers U.S."
X Link @rwang07 2025-10-05T13:57Z 19.8K followers, 7756 engagements

"Bearish UALink. Lunch is likely to get eaten by Hock and Jensen. $CRDO somehow get benefited by working with $AVGO (and todays deal with OpenAI 👀"
X Link @rwang07 2025-10-14T00:03Z 20K followers, 27.5K engagements