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@ChipsandWafers "Taiwan's Zhen Ding is quietly positioning itself to benefit from the West-China decoupling. Zhen Ding is a PCB manufacturer and a strong one at that. They are the #1 supplier of Substrate-like-PCBs (SLP) which are high-end PCBs used by $AAPL in their iphones. But under the radar Zhen Ding has been building up ABF substrate capacity and aims to become a top X supplier over the next X years 1/"
X Link @ChipsandWafers 2025-05-19T11:30Z 4798 followers, 22.8K engagements

"AI WAITS FOR NOBODY🚀 Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI"
X Link @ChipsandWafers 2025-06-09T06:39Z 4796 followers, 9416 engagements

"Large #AI packages continue to drive Test demand. #Advantest raises FY Guidance: +10.6% on Revenue and +24% on Operating Income. "Elevated demand for AI-related applications is increasing at a pace exceeding initial expectations. Furthermore the increasing number of companies entering the AI semiconductor market is also expected to further drive demand.""
X Link @ChipsandWafers 2025-07-29T08:27Z 4796 followers, 6062 engagements

"#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate"
X Link @ChipsandWafers 2025-07-23T10:24Z 4794 followers, 4869 engagements

"Key Taiwanese ABF substrate supplier: Unimicron"
X Link @ChipsandWafers 2025-07-30T12:59Z 4799 followers, 1200 engagements

"Cold plate and manifold supplier for the $NVDA GB platform Asia Vital Components saw record monthly revenue and a +105% YoY increase in August. (Chart is 3mma)"
X Link @ChipsandWafers 2025-09-11T10:19Z 4799 followers, 81K engagements

"Two Korean equipment suppliers set to benefit from more robust #HBM test protocol: 🔸Genesem (KOSDAQ:217190) 🔸Techwing (KOSDAQ:089030)"
X Link @ChipsandWafers 2025-07-29T11:36Z 4798 followers, XXX engagements

"$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD"
X Link @ChipsandWafers 2025-07-30T06:58Z 4796 followers, 3209 engagements

"#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise"
X Link @ChipsandWafers 2025-07-23T07:11Z 4794 followers, 4791 engagements

"#Ibiden ($4062.T) the primary supplier of #ABF substrates for $NVDA $TSM #CoWoS packages raises current year and next year guidance. "Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations as well as the effects of increased production volume sales and each profit item exceeded the initial plan""
X Link @ChipsandWafers 2025-08-01T08:23Z 4796 followers, 4163 engagements

"Are we starting to see signs of a mainstream demand recovery 👉#MGC says lead times for some BT substrate materials reached 2x the norm. 👉#Resonac confirms seeing similar shortages"
X Link @ChipsandWafers 2025-05-27T05:43Z 4796 followers, XXX engagements

"YoY Revenue Growth (USD terms): - Wistron: +105% - Quanta: +13% - Wiwynn: +219% - Inventec: +26% (All charts 3mma)"
X Link @ChipsandWafers 2025-09-10T08:57Z 4799 followers, XXX engagements

"Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX"
X Link @ChipsandWafers 2025-07-23T06:14Z 4796 followers, 4553 engagements

"Nice figures from the Taiwan #ABF suppliers. Unimicron is the only Taiwanese supplier with $NVDA GPU substrate exposure what's going on with PC's and general purpose servers"
X Link @ChipsandWafers 2025-06-18T12:04Z 4799 followers, 1820 engagements

"Taiwan AI Server ODM's August Revenues: Total Revenue: 15998 USDm - +62% YoY - -X% MoM $NVDA $TSM $AMD $AVGO $GOOG $META $MSFT $AMZN $CRWV $NBIS"
X Link @ChipsandWafers 2025-09-10T08:57Z 4799 followers, 2839 engagements

"TSMC August Revenue: Revenue: 11127 USDm - +43% YoY - +1% MoM Assuming average fx rate for August - this is a new ATH record for $TSM monthly revenue (in USD terms). (Chart is 3mma) $NVDA $AAPL $AMD $QCOM $AVGO"
X Link @ChipsandWafers 2025-09-10T09:20Z 4799 followers, 6348 engagements

"Cooling Continues to Heat Up❄🚀 Asia Vital Components revenue up +140% YoY (US$ terms) in September recording record monthly revenue for the 8th consecutive month. (Chart in USD 3mma)"
X Link @ChipsandWafers 2025-10-07T17:37Z 4796 followers, 1354 engagements