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@semivision_tw Avatar @semivision_tw SemiVision👁️👁️

SemiVision👁️👁️ posts on X about taiwan, $6857t, #ai, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

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

Social topic influence taiwan 5%, $6857t 3.33%, #ai 3.33%, china 3.33%, samsung 3.33%, surge 1.67%, the worlds 1.67%, japan 1.67%, delta 1.67%, electronics XXXX%

Top accounts mentioned or mentioned by @kapioyang @richieriiicch

Top assets mentioned Applied Materials, Inc. (AMAT)

Top Social Posts #

Top posts by engagements in the last XX hours

"📌 #SemiVision: #Advantest Taiwan Sales Surge Driven by #AI Demand In the latest quarterly results Advantest's sales in Taiwan jumped from JPY 41.5B in FY24 Q1 to JPY 162.1B in FY25 Q1 a 4X increase in just one year. This growth highlights Taiwan's central role in the global AI semiconductor supply chain"
@semivision_tw Avatar @semivision_tw on X 2025-07-29 15:24:39 UTC 1061 followers, XXX engagements

"Obama Missed the Rare Earth Opportunity; Trump Moved to Reverse the Tide Rare earth elementscrucial for defense systems semiconductors and electric vehicleshave long been dominated by China the worlds largest producer. In 2010 after a maritime dispute with Japan near the Diaoyu/Senkaku Islands China abruptly halted rare earth exports to Japan sending shockwaves through global supply chains"
@semivision_tw Avatar @semivision_tw on X 2025-07-26 07:04:40 UTC 1061 followers, XXX engagements

"🟥SemiVision : As #AI and electrification accelerate demand for higher power efficiency and reliability continues to soar. Today (2025/7/18) #Microchip Technology Inc. announced a strategic partnership with #Delta Electronics to integrate Microchips mSiC products and technologies into Deltas designs. Both companies aim to leverage this collaboration to accelerate the development of innovative #SiC solutions and energy-saving products and systems driving progress toward a more sustainable future"
@semivision_tw Avatar @semivision_tw on X 2025-07-19 01:30:03 UTC 1053 followers, XXX engagements

"Industry Collaboration and Market Penetration In 2024 #Besi received orders for hybrid bonding systems with XXX nm alignment capabilities indicating readiness for next-generation nodes. Strategic partnership with Applied Materials (#AMAT) since 2020 deepening in 2025 as AMAT became Besis largest shareholder (9%) enabling tight integration from deposition to final assembly"
@semivision_tw Avatar @semivision_tw on X 2025-07-13 02:50:20 UTC 1045 followers, XXX engagements

"🌈CPO (Co-Packaged Optics) is Poised to Power Large-Scale AI Supercomputing As AI workloads push the limits of bandwidth and latency embedded optical I/O technologies including OBO NPO and CPO are rapidly replacing traditional copper interconnects revolutionizing chip-to-chip data transmission. CPO a leading form of embedded optical interconnect integrates optical and electronic components within the same package representing an advanced step toward fully optical data pathways in compute architectures. The optical future of #AI infrastructure is coming faster cooler and more scalable than"
@semivision_tw Avatar @semivision_tw on X 2025-07-16 04:26:20 UTC 1045 followers, 15.9K engagements

"#Rapidus Accelerates Toward 2nm Mass Production by 2027 Japans government-backed foundry Rapidus is moving at an impressive pace. After launching its pilot line in April the company showcased its first 2nm test chip just three months later in Julya milestone that has drawn praise from potential customers"
@semivision_tw Avatar @semivision_tw on X 2025-07-26 02:43:15 UTC 1049 followers, XXX engagements

"🌈#SemiVision : Global Silicon Photonics Supply Chain Overview"
@semivision_tw Avatar @semivision_tw on X 2025-05-28 04:52:52 UTC 1061 followers, 38.8K engagements

"Test Equipment Vendors and Market Opportunities #TEL #ficonTEC #MPI #advantest #formfactor"
@semivision_tw Avatar @semivision_tw on X 2025-07-17 11:23:23 UTC 1061 followers, XXX engagements

"The AI battlefield is expanding from the cloud to the edge. NVIDIA and #AMD have each launched next-generation AI computing platforms tailored for edge #AI development and high-throughput inference. #NVIDIAs AI supercomputer the DGX Spark is set to begin shipping soon while AMDs Radeon AI PRO R9700 graphics carddesigned for AI workstationswill officially become available on the 23rd. Both products utilize TSMCs advanced process technologies. MediaTek is also benefiting from the ramp-up of its GB10 chip further expanding its presence in the edge AI market"
@semivision_tw Avatar @semivision_tw on X 2025-07-24 03:50:00 UTC 1049 followers, 1084 engagements

"High-Performance Silicon Photonics Platform for Next-Gen Data Communications #TSMC has developed an advanced silicon photonics foundry platform using 300mm wafer processing integrating #PIC (N65 and beyond) and #EIC (N7 and beyond) process nodes"
@semivision_tw Avatar @semivision_tw on X 2025-07-23 16:13:02 UTC 1061 followers, XXX engagements

"Eventually once TSMC Samsung and Intel fully ramp 2nm companies like Hua Hong CXMT and SMIC might have opportunities in sub-10nm but for now only the big three are making serious moves"
@semivision_tw Avatar @semivision_tw on X 2025-07-20 01:23:40 UTC 1051 followers, XXX engagements

"#TSMC continues to dominate the leading-edge process segment. From cloud to edge AI workloads the vast majority of chips are produced by TSMC. This includes AI chips and ASICs from NVIDIA AMD and all four major cloud service providers (CSPs)"
@semivision_tw Avatar @semivision_tw on X 2025-07-23 01:14:32 UTC 1048 followers, XXX engagements

"Currently #ASMLs revenue contribution from #EUV and #DUV isnt that far apart. While EUV systems are primarily ordered by #TSMC #Intel and #Samsung the urgency for High NA EUV isnt quite there yet. Intel and Samsungs 2nm mass production remains delayed and even CC admits theres no immediate need for High NA in the short term. On the other hand DUV demand is booming especially from China. Although the export of 1970i and above systems is restricted with resolution enhancement DUV can still handle 7nm. Chinese fabs are actively deploying 1965i systems and with sufficient overlay accuracy they"
@semivision_tw Avatar @semivision_tw on X 2025-07-20 01:22:49 UTC 1051 followers, XXX engagements

"Apitronix Semiconductor Official Website: Company Overview: Founded in 2024 Apitronix Semiconductor is a next-generation semiconductor startup focused on high-performance low-power and scalable solutions. The founding team comprises veteran analog/mixed-signal IC designers and experts in high-speed communication systems. The companys mission is to deliver critical silicon IPs and SoC integration technologies for future digital infrastructure and intelligent systems"
@semivision_tw Avatar @semivision_tw on X 2025-07-28 03:40:03 UTC 1061 followers, XXX engagements

"With the growing demand for advanced packaging we have seen companies like #Marvell and #Broadcom launching their own advanced packaging platforms. For example:"
@semivision_tw Avatar @semivision_tw on X 2025-07-20 01:51:26 UTC 1061 followers, XXX engagements

"#Intels Next Frontier: Redefining Chiplet Integration Through Advanced Packaging"
@semivision_tw Avatar @semivision_tw on X 2025-07-19 14:07:01 UTC 1051 followers, XXX engagements

"Broadcoms 3.5DXDSiP utilizes #TSMCs CoWoS-L packaging technology enabling a packaging size approximately XXX times larger than the reticle size with a total area of 4719 mm. It integrates logic ICs up to XX HBM3/HBM4 stacks and additional I/O chips"
@semivision_tw Avatar @semivision_tw on X 2025-07-20 02:50:15 UTC 1051 followers, XXX engagements

"As Taiwan continues to strengthen its role as a global high-tech powerhouse the UK through GBIP is enabling the precise landing of breakthrough innovations and fostering meaningful cross-border connections. Together Taiwan and the UK are co-authoring the blueprint for the future of semiconductors"
@semivision_tw Avatar @semivision_tw on X 2025-07-27 02:50:00 UTC 1055 followers, XXX engagements

"To maximize performance Broadcom recommends decomposing the compute chip design and employing Hybrid Copper Bonding (HCB) in a face-to-face (F2F) configuration to stack one logic chip on top of another. This approach utilizes bumpless hybrid bonding directly connecting the metal layers of the upper and lower silicon dies. Compared to face-to-back (F2B) configurations that rely on through-silicon vias (TSVs) this method represents a key advantage of Broadcoms 3DXDSiP platform"
@semivision_tw Avatar @semivision_tw on X 2025-07-20 03:54:13 UTC 1061 followers, 8608 engagements

"This visit not only marked a milestone in UKTaiwan innovation linkageit also signaled the beginning of a strategic collaboration pathway. From joint R&D and technology transfer to global market expansion the partnership is set to transcend time zones and technological barriers unlocking new opportunities in next-generation semiconductor development"
@semivision_tw Avatar @semivision_tw on X 2025-07-27 01:51:00 UTC 1053 followers, XXX engagements

"It wasnt until President Trump elevated rare earths to a matter of national security that U.S. production began to rebound. This marked a turning point in Americas efforts to decouple its rare earth supply chain from China"
@semivision_tw Avatar @semivision_tw on X 2025-07-26 07:05:18 UTC 1049 followers, XXX engagements

"Traditional data transmission methods such as copper interconnections are typically high-speed and #optimal for short-distance communication. However as transmission distances increase power consumption significantly rises. This makes copper interconnections primarily suitable for inter-chip on-board and backplane applications"
@semivision_tw Avatar @semivision_tw on X 2025-07-23 01:43:00 UTC 1051 followers, XXX engagements

"🚀 Why is Taiwan growing so fast Because leading chipmakers in Taiwan are ramping up AI-related SoC HBM and advanced memory production all of which rely heavily on automated test equipment (ATE). Advantests systems are used across multiple critical test stages:"
@semivision_tw Avatar @semivision_tw on X 2025-07-29 15:25:01 UTC 1061 followers, XX engagements

"In NVIDIAs substrate supply chain #Ibiden holds a market share of approximately 6575% #Unimicron around 1525% and #Kinsus about 510%. The Japanese leader Ibiden has most of its high-end capacity fully occupied by #NVIDIA. Unimicron has a proven track record of supplying substrates for NVIDIAs Blackwell series as well as high-end HDI boards for server OAM modules"
@semivision_tw Avatar @semivision_tw on X 2025-07-07 01:07:09 UTC 1051 followers, XXX engagements

"🚗 #Foxconn EV Technology a key overseas EV venture under the Hon Hai Group plays a central role in the companys global electric vehicle strategy. In November 2021 Hon Hai signed a definitive asset purchase agreement with U.S.-based Lordstown Motors for the acquisition of its manufacturing plant in Lordstown Ohio. Foxconn #EV Technology served as the main investment entity behind this deal"
@semivision_tw Avatar @semivision_tw on X 2025-07-26 11:32:05 UTC 1051 followers, XXX engagements