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@ChipsandWafers Avatar @ChipsandWafers Chips & Wafers

Chips & Wafers posts on X about $nvda, $amd, $tsm, $0522hk the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

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Social category influence technology brands stocks countries currencies finance

Social topic influence $nvda #2705, $amd #1073, $tsm #269, $0522hk #1, taiwan #903, $6857t, $besi #6, over the, $4062t, $avgo #632

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Kulicke & Soffa Industries Inc (KLIC) Teradyne, Inc. (TER) Amazon.com, Inc. (AMZN) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) QUALCOMM, Inc. (QCOM) Super Micro Computer, Inc. Common Stock (SMCI) Dell Technologies, Inc. (DELL)

Top Social Posts #

Top posts by engagements in the last XX hours

"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

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

"SEMCO finally exiting mobile HDI business to focus on AI trends while doubling down on FCBGA packages and glass core substrates. Seeing that the Korean cos prefer local supply chains I assume Samsung will use them and ultimately shift away from Ibiden & Unimicron"
X Link @ChipsandWafers 2025-02-26T06:41Z 4796 followers, XXX 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

"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

"Asia Vital Components has nice exposure to $NVDA's liquid cooling efforts across the entire server rack while posting record revenue in February. Great upstream indicator for GB server demand. Image credit to @trendforce"
X Link @ChipsandWafers 2025-03-25T19:13Z 4796 followers, XXX 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

"#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

"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, 1814 engagements