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@Jukanlosreve Avatar @Jukanlosreve Jukan

Major tech companies, including OpenAI, NVIDIA, and AMD, are making significant investments and partnerships in AI infrastructure, with OpenAI planning to build AI data centers with a total capacity of 10GW within four years. Samsung and SK Hynix are ramping up their production of high-bandwidth memory (HBM) to meet the growing demand from AI applications, with SK Hynix planning to increase its DRAM wafer input to the 600,000-per-month range. The surge in AI computing demand is expected to drive significant growth in the semiconductor industry, with estimates suggesting an additional XX GW of power capacity will be required globally by 2030.

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Social category influence technology brands #7144 stocks #1954 finance XXXX% currencies #509 countries XXXX% travel destinations XXXX% social networks XXXX% fashion brands #3953 automotive brands XXXX% celebrities XXXX%

Social topic influence samsung #260, dram #7, open ai #251, goldman sachs #36, morgan stanley #60, china #1200, investment #1115, over the #2250, $nvda #45, meta #3395

Top accounts mentioned or mentioned by @folduniverse @zephyrz9 @teortaxestex @zephyr_z9 @mojo_flyin @tshirtnjeans2 @futureman1977 @mooremorrissemi @skhrj0 @grok @bharata_india @christorobin2 @unclesam303 @otc_bitcoin @bobnorman_ch @paurooteri @el_cid_owneador @schamorro357 @mojoflyin @stephan9015

Top assets mentioned Goldman Sachs (GS) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Artificial Intelligence (AI4) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Marvell Technology Inc (MRVL) GE Vernova Inc. (GEV) Arista Networks Inc (ANET) Taiwan Semiconductor (TSM)

Top Social Posts #

Top posts by engagements in the last XX hours

"UBSs estimate of 678000 wafers still looks conservative compared to what Ive heard from the supply chain Id say theres still substantial upside left for NVIDIA"
X Link @Jukanlosreve 2025-10-10T06:31Z 32.8K followers, 28K engagements

"The next bottleneck for AI after power will be water. Isnt that a fascinating topic Morgan Stanley projects that by 2028 AIs water consumption will reach about XXXXX billion liters annually an 11x increase compared to 2024. Of course the absolute scale is still small compared to agriculture industry or domestic use. But the growth rate (CAGR) which we all love to look at is by far the fastest among all industries. Whats more with over half of data center hubs already located in medium or higher water-stressed regions I think the bottleneck effect from water is unavoidable. Im planning to"
X Link @Jukanlosreve 2025-09-08T14:46Z 32.7K followers, 66.7K engagements

"After a week I finally wrote again. While everyone was celebrating I couldnt shake off a sense of fear. This essay is where I laid that fear bareword by word. I hope it gives you something to think about"
X Link @Jukanlosreve 2025-10-11T05:42Z 32.8K followers, 45.7K engagements

"Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it"
X Link @Jukanlosreve 2025-03-05T14:16Z 32.6K followers, 47.3K engagements

"@zephyr_z9 I dont know the details either. But wouldnt lifting the separation between industrial and financial capital increase the risks"
X Link @Jukanlosreve 2025-10-11T07:21Z 32.8K followers, 5528 engagements

"BofA) AMD CFO Conference Call: Positive on OpenAI Deal Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility Maintains Buy Rating This morning we hosted a conference call with AMDs Chief Financial Officer (CFO) Jean Hu and Vice President of Financial Strategy and Investor Relations (IR) Matthew Ramsay attended by many investors. The key points are as follows: X. OpenAIs first 1GW buildout will be shipped in the second half of 2026 using the MI450 series racks with most deliveries concentrated in Q4. X. AMDs supply contribution will"
X Link @Jukanlosreve 2025-10-11T11:40Z 32.8K followers, 33.9K engagements

"Ive been personally researching this company lately. Given the surge in optical fiber demand I believe Fujikura which holds over XX% market share in the optical fiber fusion splicer market will also benefit significantly"
X Link @Jukanlosreve 2025-10-12T09:15Z 32.8K followers, 23.4K engagements

"Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)"
X Link @Jukanlosreve 2025-09-12T09:04Z 32.7K followers, 13.3K engagements

"AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite"
X Link @Jukanlosreve 2025-10-11T09:59Z 32.8K followers, 68.2K engagements

"AI ASIC and Networking Chips Broadcoms dominance in the AI ASIC market is striking with over XXX chip designs completed across 7nm 5nm 3nm and 2nm process nodesfirmly securing its No.1 position with over XX% market share. In the high-performance switching and routing chip sector Broadcom also holds a commanding lead boasting more than XX% market share with its Tomahawk X and Jericho X chipsets. Broadcom is set to begin mass production of its next-generation 3nm Tomahawk X switch chipset in the second half of 2025. The chip supports 102Tbps switching throughput (200Gbps SERDES) and is"
X Link @Jukanlosreve 2025-06-02T23:39Z 32.8K followers, 29.6K engagements

"The $X Trillion Mega Deal: Where Does OpenAIs Money Come From Circular Revenue and Equity-for-Purchase: The Financial Engineering Behind a Trillion-Dollar Order OpenAIs financial magic is realized through two distinct yet logically connected modelsthose with AMD and NVIDIA. Together these two structures illustrate how AI compute power has evolved from a mere capital expenditure (CAPEX) into a financialized and securitized asset class. (1) The AMD Model: Performance-Based Equity-for-Purchase The partnership with AMD is unprecedented in semiconductor history. On the surface it looks like OpenAI"
X Link @Jukanlosreve 2025-10-08T09:18Z 32.8K followers, 75.8K engagements

"Lets look back at the peak of the memory cycle in 2017. At that time engineers at Samsung and SK Hynix had to write formal reports to their superiors if they made even a single mistake on a wafer that resulted in a defect or scrap. Every single chip immediately translated into money once it reached the market. Today things arent quite as strict about each wafer as they were back then. But as some say it might soon return to that state. The memory supercycle is coming"
X Link @Jukanlosreve 2025-10-03T23:48Z 32.8K followers, 13.9K engagements

"META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()"
X Link @Jukanlosreve 2025-06-17T22:27Z 32.8K followers, 11.3K engagements

"@zephyr_z9 Bro do you recommend buying a gold ETF or do you think its better to purchase physical gold directly"
X Link @Jukanlosreve 2025-10-13T14:41Z 32.8K followers, 11.2K engagements

"I believe that China will continue to own the weapon that is rare earth elements. Rare earth ores naturally contain numerous impurities and accompanying minerals and to separate them processes such as strong acid leaching solvent extraction precipitation dissolution and neutralization are required. During these processes the soil becomes salinized freshwater is contaminated radiation exposure occurs ecosystems are damaged and workers at refining facilities often suffer from respiratory problems. In short it causes immense harm to the surrounding environment and shortens the lifespan of those"
X Link @Jukanlosreve 2025-10-12T05:35Z 32.8K followers, 82.3K engagements

"FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate"
X Link @Jukanlosreve 2025-10-12T12:04Z 32.8K followers, 723.4K engagements

"Just in: Samsung disbands the TF responsible for HBM4 yield skipping yield improvement and going straight to mass production (according to Korean local media reports)"
X Link @Jukanlosreve 2025-10-15T02:34Z 32.8K followers, 3414 engagements

"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years"
X Link @Jukanlosreve 2025-10-02T11:55Z 32.8K followers, 41.5K engagements

"Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in 2026 and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly"
X Link @Jukanlosreve 2025-09-12T08:51Z 32.7K followers, 17.9K engagements

"Wells Fargo) NVIDIA: Meta and Oracle to Use NVIDIA Spectrum-X Ethernet; Concerns About ANET Are Overblown Our View This morning Meta and Oracle announced they will each use NVIDIAs Spectrum-X Ethernet for the Facebook Open Switching System (FBOSS) OS and for giga-scale AI factories respectively. Derivative concerns about ANET (Arista Networks) are excessive we maintain that Arista remains well positioned. Initial Analysis Whats new: This morning NVIDIA announced that Meta will integrate NVIDIAs Spectrum-X switches with the FBOSS (Facebook Open Switching System) on its next-generation"
X Link @Jukanlosreve 2025-10-14T11:05Z 32.8K followers, 11.4K engagements

"Pessimists sound smart but optimists make money. The market may be noisy but the real rewards go to the optimists. Bobby Molavi Managing Director and veteran trader at Goldman Sachs recently wrote these words. He emphasized There are indeed signs of a bubble in the market but the main pillars supporting this long bull runespecially the massive capital expenditure boom triggered by AIare crystal clear. Molavi warned Until the long-term AI narrative becomes reality fighting against that enormous flow of capital is futile. In other words what investors need now is to see the signals ignore the"
X Link @Jukanlosreve 2025-10-07T12:16Z 32.8K followers, 70K engagements

"Friends I need your help with my investment idea. Between Alibaba and Tencent which company should I choose Morgan Stanley has named Alibaba as one of the worlds top three AI developers and recommended buying the stock. In fact Qwen has shown strong performance in coding and is leading in open source. Also Alibabas cloud business is growing rapidlyglobally. On the other hand the company is suffering heavy losses in the delivery business against Chinese players like Meituan and its still facing tough competition in retail which is a factor behind its undervaluation. Now lets look at Tencent."
X Link @Jukanlosreve 2025-09-27T04:55Z 32.7K followers, 11.7K engagements

"Semiconductor Foundry: N2 Growth and Mature Nodes Advancing in Parallel Capacity Expansion and Pricing Resilience Expected UBS (S. Lin 25/06/06) Over the next three years driven by multiple platform migrations including smartphones PCs and servers the N2 node is expected to become TSMCs second-largest process node. Concurrently utilization and pricing improvements in mature processes will underpin the broader foundry industry. Robust N2 Node Demand Expansion UBSs TAM analysis suggests Qualcomm and MediaTeks flagship SoCs will migrate concurrently with Apples A-series to N2 marking the first"
X Link @Jukanlosreve 2025-06-09T13:58Z 32.7K followers, 18.7K engagements

"Solidigm Responds to AI Demand Accelerates Development of Mid-200-Layer NAND SK Hynixs NAND subsidiary Solidigm is accelerating the development of mid-200-layer quad-level cell (QLC) NAND to meet growing storage demand from the spread of artificial intelligence (AI). QLC NAND is considered the most suitable NAND for AI applications as it can efficiently store and process large volumes of data. One notable point is that Solidigm has retained the floating gate (FG) structure in its next-generation NAND. The prevailing view in the industry was that applying FG beyond XXX layers would be"
X Link @Jukanlosreve 2025-10-01T23:41Z 32.8K followers, 21.2K engagements

"I dont care if AGI never comes anymore. Im going to keep using ChatGPT"
X Link @Jukanlosreve 2025-10-14T23:15Z 32.8K followers, 10K engagements

"@Basteph_ 🫡 I regret selling SK Hynix too early haha"
X Link @Jukanlosreve 2025-10-05T03:40Z 32.6K followers, XXX engagements

"Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market"
X Link @Jukanlosreve 2025-10-12T09:13Z 32.8K followers, 30.7K engagements

"Bernstein: The U.S. Power Grid Problem Is Extremely Serious Electricity Prices Likely to Rise from $0.10/kWh to Above $0.15/kWh The core issue with the U.S. power grid is that demand is soaring while investment isnt keeping pace. Over the past decade electricity demand in the U.S. has remained almost flat but now a turning point has arrived. Bernstein forecasts that from 2024 to 2030 U.S. electricity demand will grow at an average annual rate of 2.3%. That number may not seem dramatic but regional transmission operators are predicting far faster growth a weighted average of XXX% with"
X Link @Jukanlosreve 2025-10-11T01:37Z 32.8K followers, 25.7K engagements

"@ChineseEmbinUS If I obtain a Huawei chip and disassemble it would I be subject to sanctions by the Chinese government"
X Link @Jukanlosreve 2025-10-09T09:41Z 32.7K followers, 5691 engagements

"Analysis of Beneficiaries in Asian Semiconductor and Server Supply Chains from OpenAIs Aggressive AI Infrastructure Expansion (JPM) X. AI Infrastructure Investment Scale and Market Impact OpenAI plans to build AI data centers with a total capacity of 10GW within four years with a total investment of USD XXX billion. Of this USD XXX billion will be executed through a 4.5GW partnership with Oracle with the remainder outsourced to Softbank CoreWeave and others. The AI infrastructure supply chain is already very tight through 2026 and the additional demand is expected to intensify supply"
X Link @Jukanlosreve 2025-10-04T11:08Z 32.8K followers, 121K engagements

"Citi: We estimate that due to AI computing demand an additional XX GW of power capacity will be required globally by 2030 leading to $XXX trillion of incremental AI computing expenditure in the United States"
X Link @Jukanlosreve 2025-10-03T11:41Z 32.8K followers, 138.8K engagements

"Why Its Not a Bubble Yet (Goldman Sachs) X. Criteria for Identifying a Bubble and the Current Situation Historically bubbles are characterized by excessive valuations sharp price increases over-leverage and speculative participation. While todays market shows some similarities (high valuations capital intensity vendor financing) the rise in tech stocks is grounded in real earnings growth the financial structures of top firms remain solid and competition in AI is still limited to a small group of large players. On valuation metrics (P/E PEG P/B vs. ROE DDM) the market is below historical"
X Link @Jukanlosreve 2025-10-08T06:24Z 32.8K followers, 39.8K engagements

"We could foresee in the near future hundreds of millions of smart glasses interconnected with each other and with the people who wear them creating huge communities. Is that so Even if that happens I dont see Meta leading the smart glasses market"
X Link @Jukanlosreve 2025-10-09T10:45Z 32.8K followers, 12.9K engagements

"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link @Jukanlosreve 2025-10-06T04:41Z 32.8K followers, 7629 engagements

"AI is no longer just the hottest theme in the stock marketit has also become the largest sector in the bond market The total debt of AI-related companies has already surpassed that of traditional banking making it the largest component within investment-grade bond indices. Analysts warn that if the AI paradigm shifts the collapse of the AI credit bubble could trigger a financial shock even greater than a stock market crash. AI Mania Spreads from Stocks to Bonds With the surge in demand for AI infrastructure investment related companies have been issuing massive amounts of debt each year to"
X Link @Jukanlosreve 2025-10-09T11:17Z 32.8K followers, 16.5K engagements

"The United States has approved NVIDIAs sale of billions of dollars worth of chips to the United Arab Emirates"
X Link @Jukanlosreve 2025-10-09T03:24Z 32.8K followers, 22.5K engagements

"AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner"
X Link @Jukanlosreve 2025-10-07T06:45Z 32.8K followers, 61.7K engagements

"But thats fascinating. How could OpenAI possibly develop AI technology related to semiconductors Of course since OpenAI is taking the lead in designing the ASIC with Broadcom its undeniable that they already have some semiconductor design capabilities. But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys. How are they even able to do that"
X Link @Jukanlosreve 2025-10-14T02:05Z 32.8K followers, 29.3K engagements

"BofA: Global data center capital expenditures are expected to expand at an impressive compound annual growth rate (CAGR) of XX% from 2024 to 2028 ultimately forming a massive market exceeding $XXX billion by 2028. $NVDA $AVGO $AMD $TSM"
X Link @Jukanlosreve 2025-10-08T07:44Z 32.8K followers, 19.9K engagements

"GF Securities Overseas Electronics & Communication ☄ SanDisk: Is NAND approaching its HBM moment ☀ Maintain Outperform rating and raise target price to USD 132: Following our September X upgrade of SanDisk based on supply chain research with memory manufacturers and NAND procurement teams in the smartphone/PC sectors we have become more optimistic on NAND. We believe NAND manufacturers remain disciplined in their 2026 expansion guidance with limited new capacity additions. We estimate overall NAND supply growth in 2026 at XX% including YMTCs planned expansion of 50KPM (about 50000"
X Link @Jukanlosreve 2025-09-17T13:17Z 32.7K followers, 10.3K engagements

"Goldman Sachs) AMD: The strategic partnership with OpenAI is a strong long-term catalyst for AMDs GPU business momentum; earnings estimates and target price raised Our View and Potential Industry Impact We view this announcement as a significant positive development for AMDs competitive positioning in the accelerator market for both training and inference workloads. The expectation that AMD will participate in part of OpenAIs training stack is encouraging as it slightly undermines Nvidias (NVDA) dominant share in OpenAIs training workloads to date. For Broadcom (AVGO) the impact is seen as"
X Link @Jukanlosreve 2025-10-08T03:55Z 32.7K followers, 13.4K engagements

"Samsung Securities significantly raises its 4Q25 general DRAM price outlook"
X Link @Jukanlosreve 2025-10-13T01:08Z 32.8K followers, 11.7K engagements

"Goldman Sachs) Implications of U.S. Power Demand Growth Reflecting our TMT (Technology Media and Telecom) teams upward revisions to server shipment forecasts and data capacity expansions we are raising our estimate for total U.S. power demand growth to a XXX% CAGR through 2030. Our updated data center power demand forecast now accounts for approximately XX% of total U.S. power demand by 2030 up from the previous estimate of 10%. According to the latest actual data from the U.S. Department of Energy (DOE) data centers accounted for about X% of total power demand in 2023. Within total data"
X Link @Jukanlosreve 2025-10-13T14:28Z 32.8K followers, 6869 engagements

"Due to shortages in legacy memory supply Korean and U.S. DRAM manufacturers have decided to suspend new price quotations for enterprise customers for one week. According to supply chain sources DRAM prices in the fourth quarter are expected to rise by more than XX% with some specifications likely to exceed a XX% increase further accelerating the simultaneous price surge of DDR3. Veteran analysts in the memory industry note that this rally is not limited to specific specifications but rather a broad-based shortage that has triggered an overall price adjustment. Starting in the fourth quarter"
X Link @Jukanlosreve 2025-10-08T03:31Z 32.7K followers, 12K engagements

"Just in: NVIDIA AI chip supply deal with UAE at an impasse $NVDA"
X Link @Jukanlosreve 2025-10-03T01:26Z 32.7K followers, 33.7K engagements

"OpenAISamsung/SK Hynix DRAM Partnership Opens a New Era of Memory Demand (JPM) X. Demand Outlook OpenAI announced plans to procure 900k wafers per month (wspm) of DRAM from Samsung Electronics and SK Hynix through 2029 equivalent to half of the industrys total capacity in 2025. The surge is driven by exploding memory compute demand from multimodal data processing and the spread of AI inference services. The construction of 10GW-scale AI datacenters (Stargate project) links to 5.86.5M GPUs translating into 110120EB of HBM demand implying upside to the previously forecast $35B HBM TAM in 2025."
X Link @Jukanlosreve 2025-10-02T03:56Z 32.8K followers, 46.6K engagements

"What the heck happened to AVGO"
X Link @Jukanlosreve 2025-10-13T13:02Z 32.8K followers, 22.4K engagements

"Resilient Semiconductor Growth Cycle Amid AI Infrastructure Bubble Debate (BofA) X. Industry and Market Diagnosis While the AI infrastructure buildout carries overinvestment risks the current momentum remains fundamentally positive. BofA identifies four indicators for a potential AI bubble: AI server utilization Cloud CapEx plans Valuations of AI leaders Interest rate environment. Maintains an optimistic outlook on NVDA AVGO AMD CRDO as well as semiconductor equipment memory optical communication and foundry-related names. X. Four Key Differences from the Dot-Com Bubble X. No Dark Fiber"
X Link @Jukanlosreve 2025-10-14T03:14Z 32.8K followers, 9802 engagements

"@zephyr_z9 What if my WeChat and Weibo accounts get suspended Oh my god Id be really sad if I couldnt enter China"
X Link @Jukanlosreve 2025-10-09T09:46Z 32.8K followers, 2144 engagements

"@zephyr_z9 Nah haha its just funny the idea of AMD giving away chips for free is hilarious"
X Link @Jukanlosreve 2025-10-13T13:16Z 32.8K followers, 1498 engagements

"Goldman Sachs) AI/Data Center Power Demand: The Six Ps Driving Growth and Constraints As AI investment and traditional data demand continue to rise we are revisiting our data center power demand outlook and the six key drivers (Ps) that act as both upside and downside catalysts: Pervasiveness of AI Productivity of servers and computing Prices of electricity required to expand supply Policy initiatives Parts availability for securing diverse power sources and People availability for building and maintaining infrastructure. We now forecast total data center power demand (AI + non-AI) to grow"
X Link @Jukanlosreve 2025-10-13T14:34Z 32.8K followers, 59.1K engagements

"Goldman Sachs: Major Upward Revision of Alibabas Capital Expenditure Outlook In its October XX report Goldman Sachs stated that Alibabas AI-related cloud revenue has achieved triple-digit growth for eight consecutive quarters reaching XX% of total cloud revenue in the June quarter. Citing full-stack AI capabilities and the rapid surge in multimodal AI demand Goldman raised its forecast for Alibaba Clouds external revenue growth from XX% / XX% / XX% XX% / XX% / 19%. It also significantly increased its three-year CapEx forecast to RMB XXX billion($64.4B) calling it one of the most aggressive"
X Link @Jukanlosreve 2025-10-13T10:45Z 32.8K followers, 16.9K engagements

"Surrender to Hanmi SK hynixs TC Bonder Supply Chain Diversification Stalls SK hynix is reorganizing its supply chain for TC bonders used in high-bandwidth memory (HBM) but the move is effectively faltering. The company has been pushing to diversify its supply chain away from its long-standing sole vendor model with Hanmi Semiconductor but with its new partner Hanwha Semitek facing questions over technical maturity the company is readjusting its strategy. Investment in TC bonders has also slowed with expected equipment purchases this year likely to shrink to around XX units down from the"
X Link @Jukanlosreve 2025-09-30T10:37Z 32.7K followers, 12.2K engagements

"Samsung Electronics and SK hynix Cut Mobile NAND Flash Production Amid Chinese Offensive Shift Strategy Samsung Electronics and SK hynix are reducing the share of mobile NAND flash production and accelerating the transition to server NAND lines where demand from artificial intelligence (AI) applications is growing. As Chinas YMTC pursues an aggressive low-price strategy in the NAND market profitability in mobile NAND has deteriorated leading the two companies to shift processes toward NAND used in enterprise solid-state drives (SSDs) for AI data centers. According to a recent report by market"
X Link @Jukanlosreve 2025-10-01T23:24Z 32.6K followers, 9113 engagements

""An insider explained Samsungs management believes that even with a lower DRAM yield if it can achieve better HBM4 performance than competitors it can change the market landscape currently dominated by SK hynix. Thats why theyre pursuing selection and concentration even at the cost of disbanding the 1c DRAM yield-improvement TF to accelerate the HBM4 timeline.""
X Link @Jukanlosreve 2025-10-15T02:35Z 32.8K followers, 5606 engagements

"Currently SSDs are in severe shortage and CSPs (cloud service providers) continue to increase their procurement volumes. Because SSDs have long faced severe undersupply and there are as many as seven suppliers the top players Micron SK hynix and Samsung are focused on DRAM while downstream vendors have been losing too much money and are unwilling to expand capacity proactively. At present U.S. CSPs Google and Meta are in discussions with the only U.S.-based NAND manufacturer SanDisk about securing dedicated fab capacity and lines. SanDisk mainly produces through its JV with Kioxia but this JV"
X Link @Jukanlosreve 2025-10-01T05:53Z 32.6K followers, 87.8K engagements

"Morgan Stanley: The Market Is Underestimating a Potential Major AI Tailwind in 2026 A Great Leap in AI Capability Driven by Compute Power Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. The report suggests that the exponential increase in computing power could trigger a nonlinear leap in AI model capability. According to analysts including Stephen C. Byrd multiple U.S. large language model (LLM) developers plan to increase compute for training frontier models by"
X Link @Jukanlosreve 2025-10-09T06:49Z 32.8K followers, 45.3K engagements

"The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order"
X Link @Jukanlosreve 2025-03-24T03:55Z 32.8K followers, 113.7K engagements

"NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure Competitive Dynamics Remain Strong Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley stated that at its investor meeting in Boston NVIDIA emphasized that its AI growth is still in the early stages particularly that agentic AI applications in enterprise and industrial scenarios remain in the embryonic phase. Management presented strong arguments supporting the durability of NVIDIAs competitive position and reiterated an Overweight (OW) rating. Management noted that current AI demand growth is mainly driven by the migration of"
X Link @Jukanlosreve 2025-10-12T06:54Z 32.8K followers, 56.1K engagements

"@RYANHINGSHING @grok Which company makes WPS"
X Link @Jukanlosreve 2025-10-12T06:25Z 32.8K followers, 1428 engagements

"SoftBank in Talks for $X Billion Margin Loan Backed by Arm Stock SoftBank Group is in discussions with several global banks to borrow $X billion to strengthen its capital reserves. At the same time Masayoshi Son is accelerating the Japanese investment groups push into the artificial intelligence sector. According to people familiar with the matter SoftBank is about to sign an agreement with a group of lenders to secure a collateralized loan backed by shares of its chip subsidiary Arm Holdings Plc. The funds will reportedly be used for further investment in OpenAI later this year. (Bloomberg)"
X Link @Jukanlosreve 2025-10-10T04:49Z 32.8K followers, 172.8K engagements

"I believe SK hynix will continue to maintain its leadership but Samsung will catch up faster than the market expects. While the leader suffers from pessimism about losing market share optimism and expectations of gaining share tend to surround the second place. Samsung is still cheap"
X Link @Jukanlosreve 2025-10-14T23:46Z 32.8K followers, 5036 engagements

"Samsung regains the throne in the memory market overtaking SK Hynix to reclaim the No. X spot In the third quarter of 2025 Samsung Electronics recorded $XXXX billion in memory sales surpassing SK Hynix (which posted $XXXX billion) to reclaim the top position in the global memory market. Samsungs recovery was driven by strong demand for commodity DRAM and NAND. Although its HBM business underperformed earlier this year it is expected to enter a full-fledged growth phase starting next year supported by HBM3E and HBM4. With continued momentum in both commodity DRAM and HBM Samsung is projected"
X Link @Jukanlosreve 2025-10-14T05:58Z 32.8K followers, 12K engagements

"Is Japan the biggest victim of these semiconductor tariffs X. Renesas Electronics - Type: IDM (Design + Manufacturing) - Main Products: Microcontrollers (MCU) automotive semiconductors industrial chips - US Factory: X (None production is mostly in Japan/Europe) X. Kioxia - Type: Memory Specialist (NAND Flash) - Competes with: Samsung Micron SK hynix - US Factory: X (None centered on factories in Japan / Cooperates with Western Digital) X. Rapidus - Type: Next-generation foundry development company - Goal: Develop sub-2nm foundry (in cooperation with IBM) - US Factory: X (Cooperating with IBM"
X Link @Jukanlosreve 2025-08-07T01:18Z 32.7K followers, 17.5K engagements

"(J.P. Morgan) Investor Commentary on the AMDOpenAI Deal Investors broadly welcomed the deal calling it a major step for AMD to meaningfully expand its installed base in AI computing. In fact the scale of the deal is impressive (about XX% the size of OpenAIs NVDA contract) and effectively serves as a powerful stamp of approval for AMDs Instinct GPUs by associating them directly with OpenAI. Harlan estimates that the planned X GW deployment of AMD GPUs will drive roughly $XX XX billion in revenue on an annualized basis between 2027 and 2030 translating to an additional $XX XX billion per year"
X Link @Jukanlosreve 2025-10-07T13:48Z 32.7K followers, 18.8K engagements

"UBSs AMD/ASIC chip CoWoS modeling"
X Link @Jukanlosreve 2025-10-10T07:16Z 32.7K followers, 13.1K engagements

"Jeff Pu has a mixed track record. Im not sure if this is true"
X Link @Jukanlosreve 2025-08-19T03:35Z 32.7K followers, 9381 engagements

"I was truly moved by this piece. Veterans whove survived on Wall Street for so long really are on another level you can feel the weight of experience and wisdom in every line"
X Link @Jukanlosreve 2025-10-07T12:19Z 32.7K followers, 26.9K engagements

"BofA: Why is global capital pouring into the data center industry X. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $X million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $XX million. In total the capital expenditure per MW amounts to roughly $XX million. X. Revenue and Profitability: Each MW can generate $XX million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $XXXX per kWh)"
X Link @Jukanlosreve 2025-10-08T07:49Z 32.8K followers, 90.5K engagements

"From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X"
X Link @Jukanlosreve 2025-09-11T11:31Z 32.8K followers, 19.7K engagements

"@TShirtnJeans2 That rumor is not true. SiCarrier did not unveil any lithography equipment today"
X Link @Jukanlosreve 2025-10-15T05:07Z 32.8K followers, XXX engagements

"According to GF Securities MediaTek is set to replace Marvell and supply SerDes I/O for Microsofts upcoming MAIA project. $MRVL"
X Link @Jukanlosreve 2025-03-24T02:19Z 32.7K followers, 16.2K engagements

"Its been a long time since Ive read such an inspiring column. This is a great topic. Ill leave a free article link in the comments"
X Link @Jukanlosreve 2025-10-04T13:12Z 32.7K followers, 19.9K engagements

"The founder and CEO of HoYoverse Liu Wei came to Korea today for a HoYoverse event I couldnt attend the event myself but Im really happy that Liu Wei visited Korea"
X Link @Jukanlosreve 2025-10-12T10:35Z 32.8K followers, 8651 engagements

"Semiconductor Test: AI Drives Market Expansion Teradyne and Advantest's Competition Landscape Becomes More Segmented JPM (S. Chatterjee 23/06/25) Rapid growth in AI-related test demand is expanding the semiconductor test market. Although the industry remains a duopoly differences in equipment capabilities and customer structures within segmented markets are reshaping the competitive landscape. AI Compute Testing Becomes Core Driver Teradyne and Advantest Focus on Different Directions Advantest has a presence in both GPU and custom ASIC testing while Teradyne focuses on custom ASICs. As"
X Link @Jukanlosreve 2025-06-25T15:24Z 32.8K followers, 3365 engagements

"Exclusive Samsung 2nm Hits Another Milestone Sample Supply to Qualcomm for Next-Gen AP Samsung Electronics has supplied Qualcomm with a next-generation application processor (AP) sample built on its 2nm process signaling a potential revival of collaboration between the two companies. Industry analysts believe Samsung Foundrys technology has entered a more stable phase in terms of both performance and yield increasing the likelihood of additional orders from Qualcomm. According to multiple semiconductor industry sources on the 10th Samsung Foundry recently provided Qualcomm with a sample of"
X Link @Jukanlosreve 2025-10-10T01:37Z 32.8K followers, 28.8K engagements

"BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in 2021 the average rack power density in data centers was below XX kilowatts (kW). Today a standard NVIDIA Hopper"
X Link @Jukanlosreve 2025-10-08T08:05Z 32.8K followers, 69.3K engagements

"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link @Jukanlosreve 2025-06-15T08:20Z 32.7K followers, 29.5K engagements

"I often get this question: Should we trust the reports written by investment banks (IBs) My answer is simple: Use them as a reference but dont believe them blindly. The people who write these reports are undoubtedly brilliant. They earn far more than I do and are geniuses who interpret the world through numbers and data. But that doesnt mean they can predict the future. Take a look at this picture. Just three months before Lehman Brothers went bankrupt these same analysts were recommending to overweight Lehman Brothers stock. No one can see the future perfectly. So before you invest always do"
X Link @Jukanlosreve 2025-10-09T07:09Z 32.6K followers, 19.4K engagements

"Prices rise but meaning fades: the twilight of the DDR4 era Once considered a key barometer of the DRAM market DDR4 (Double Data Rate 4) memory prices are losing their significance as an indicator of industry trends. With the PC and server markets rapidly transitioning to DDR5 global memory manufacturers are steadily cutting back DDR4 production. As a result the recent spike in DDR4 prices is viewed not as a sign of market recovery but as a temporary phenomenon driven by shrinking supply. According to industry sources on the 10th major DRAM makers such as Samsung Electronics SK Hynix and"
X Link @Jukanlosreve 2025-10-10T06:12Z 32.8K followers, 17.7K engagements

"Samsung and OpenAI to Lead Next-Generation AI Data Center Innovation On October X (Wednesday) at Samsung Electronics Seocho headquarters Samsung and OpenAI held a Letter of Intent (LOI) signing ceremony to establish comprehensive cooperation for building global AI core infrastructure. The Samsung affiliates that signed the LOI with OpenAI are Samsung Electronics Samsung SDS Samsung C&T and Samsung Heavy Industries. As OpenAIs strategic partners these four companies plan to pool their core capabilities in semiconductors data centers cloud and marine technology to establish a broad-based"
X Link @Jukanlosreve 2025-10-01T09:54Z 32.8K followers, 133.3K engagements

"When everyones cheering I start to feel a bit uneasy. When will this memory supercycle come to an end The current consensus seems to be that supply shortages will persist until around the end of Q2 2026. But what happens after that And when will the market start to price in the risk that this memory cycle is peaking When will investors begin to factor that into valuations"
X Link @Jukanlosreve 2025-10-10T10:25Z 32.8K followers, 28.9K engagements

"OpenAI also has the option to acquire up to XX% of AMD stock at $0.01/shr. WTF"
X Link @Jukanlosreve 2025-10-06T10:58Z 32.8K followers, 151.3K engagements

"GF Securities Overseas Electronics & Telecom Report ☄ Dell (DELL US): Significant Growth in GB300 Demand by 2026 Plus Strengthening Storage Business ☀ Upgrade to Buy Target Price USD 175: Dells stock has risen XX% over the past month driven by accelerating AI infrastructure trends. On the AI server side we expect GB300 momentum to pick up speed. We estimate FY26/FY27 NVL72/144 rack shipments will reach 5.5k/10k units supported by demand from xAI and CoreWeave. Meanwhile we expect strong HDD+SSD demand to underpin Dells storage business and support margin performance. In the near term we"
X Link @Jukanlosreve 2025-10-03T02:48Z 32.7K followers, 14.6K engagements

"Taiwans Hon Hai (Foxconn) Q2 revenue increased by XXXX% YoY June revenue: TWD XXXXX billion up XXXXX% YoY Q2 total revenue: TWD XXX trillion up XXXXX% YoY"
X Link @Jukanlosreve 2025-07-05T08:01Z 32.6K followers, 18.7K engagements

"TSMC surpasses XX% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors"
X Link @Jukanlosreve 2025-10-10T00:46Z 32.8K followers, 81.2K engagements

"Latest data from Samsung Securities on CoWoS consumption by customer companies"
X Link @Jukanlosreve 2025-03-09T01:09Z 32.8K followers, 37.2K engagements

"Global Data Center Supply-Demand Trend The global data center supply adequacy ratio is expected to be around XX% in 2025 and remain at a similar level in 2026. In other words the global data center market will remain tight through 2026 with supply unable to fully meet demand. The situation is expected to gradually ease from 2027 reaching around XX% by 2030 which still represents a relatively high level. This indicates sustained mid- to long-term demand momentum for EPC contractors power equipment suppliers and cooling infrastructure providers"
X Link @Jukanlosreve 2025-10-14T03:10Z 32.8K followers, 18.8K engagements

"GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating"
X Link @Jukanlosreve 2025-05-12T03:32Z 32.7K followers, 29.8K engagements

"(Rumor) ABF price hike expected at the end of this month Kinsus / Nandem (Nan Ya PCB) Special-spec ABF products will see a XX% price increase while other categories will rise by 1020%. The companies expect supply shortages to continue until the first half of 2027 and the upcoming price hike will be implemented in one go. Currently all ABF production capacity at Nandems four factories has been fully reserved by NVIDIA meaning there is no available capacity left until the new plant is completed by the end of next year. As a result the market is expected to enter a price hike and supply shortage"
X Link @Jukanlosreve 2025-10-08T05:33Z 32.8K followers, 9066 engagements

"Why didnt I think of this sooner The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers) narrowing the cost gap between NVIDIA chips and ASICs to around XX% on average. Jensen Huang is doing whatever it takes to eliminate his competitors"
X Link @Jukanlosreve 2025-10-09T11:08Z 32.8K followers, 75.3K engagements

"iPhone XX Sees Explosive Activation in China Heightened Tension in Mobile DRAM Supply The iPhone XX series has sparked unexpectedly strong demand in the Chinese market creating growing tension in the mobile DRAM supply chain. With surging sales and upgraded specifications major memory manufacturers Samsung Electronics SK Hynix and Micron are expected to benefit significantly. According to industry sources on October X the iPhone XX series has seen remarkable pre-order figures driven by strong popularity in China. Within just one hour of pre-orders opening iPhone XX sales reportedly surpassed"
X Link @Jukanlosreve 2025-10-06T06:29Z 32.8K followers, 18.8K engagements

"KIS: SK hynix (000660) Target Price 560000 KRW 3Q25 Preview: Venturing into Uncharted Territory 3Q25 Earnings Expected to Beat Consensus We project Q3 revenue of XXXX trillion KRW (+13% QoQ +43% YoY) and operating profit of XX trillion KRW (+31% QoQ +71% YoY) exceeding the consensus estimate of XXXX trillion KRW by 11%. Server DRAM demand is surging and DRAM bit growth in Q3 is expected to surpass guidance. NAND will also exceed expectations driven by soaring demand for QLC eSSDs used in AI storage boosting both revenue and profit at subsidiary Solidigm. HBM sales once again surpassed plan in"
X Link @Jukanlosreve 2025-10-02T07:59Z 32.8K followers, 40.8K engagements

"Why We Changed Our View X. Revising Our Underestimation of the DRAM Cycle (1) Previous View Morgan Stanley previously believed that the DRAM price rebound through summer 2025 was merely temporary and not a sign of structural strength given weak demand across PCs mobile and servers. Accordingly we maintained a cautiously neutral (Equal-weight) stance on Micron expecting only a limited recovery in industry conditions. (2) What Changed We now observe double-digit QoQ DRAM price increases occurring without meaningful demand recovery driven purely by supply tightness. This suggests a structural"
X Link @Jukanlosreve 2025-10-06T23:35Z 32.8K followers, 61K engagements

"In a recently released industry research report Goldman Sachs pointed out that the supply of T-glass used in high-end BT substrates (mainly for smartphone SoCs) could face a double-digit percentage shortage over the next several months to quarters. Following the report shares of Taiwan Glass () surged to the daily limit on the 7th showing strong momentum. Goldman Sachs stated in the report that most T-glass production is currently consumed by ABF substrates and since AI GPUs and ASICs have a very high usage ratio of T-glass within ABF substrates the allocation of T-glass is increasingly"
X Link @Jukanlosreve 2025-10-07T08:55Z 32.7K followers, 25.4K engagements

"Intel didnt give me a tour of their 18A facility😡 Our relationship is over now Samsung is my best friend"
X Link @Jukanlosreve 2025-10-10T04:32Z 32.8K followers, 33.3K engagements

"Bernstein: Sam Altman has the power to either crash the global economy for the next decade or lead us all to the promised land. In my view as of now it seems were heading toward the crash"
X Link @Jukanlosreve 2025-10-08T05:52Z 32.8K followers, 60.8K engagements

"I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI"
X Link @Jukanlosreve 2025-10-13T15:52Z 32.8K followers, 118.6K engagements

"FT: Sam Altman and Father of the iPhone Face Setbacks in Developing Screenless AI Device The screenless AI device project co-developed by Sam Altman and Jony Ive known as the father of the iPhone has hit major obstacles due to insufficient computing power software bottlenecks and challenges in designing the AIs persona (its behavioral and conversational identity). Originally planned for release in 2026 the project now faces delays and strategic adjustments as OpenAI is already struggling to handle the massive compute demands of ChatGPT. Supporting an always-on consumer-grade AI device"
X Link @Jukanlosreve 2025-10-05T12:38Z 32.8K followers, 26K engagements

"UBS Raises CoWoS Demand Forecasts for NVIDIA and Broadcom With Rubin and CPX as Key Growth Drivers UBS (T. Arcuri Oct X 2025) UBS has raised its CoWoS demand forecasts for NVIDIA and Broadcom in its latest report. The firm had previously revised TSMCs CoWoS capacity forecast for the end of 2026 from 100000 wafers per month to 110000 wafers per month. For NVIDIA UBS increased its 2025/2026 CoWoS demand estimates by X% and XX% respectively based on three key factors: X. Strong Blackwell shipment growth expected to rise by about XX% QoQ in Q3 (previously 17%) and remain at 1.61.7 million units"
X Link @Jukanlosreve 2025-10-10T06:29Z 32.8K followers, 33.2K engagements

"Marvell wins OpenAI inference ASIC order $MRVL"
X Link @Jukanlosreve 2025-08-14T03:20Z 32.8K followers, 58.4K engagements

"Exclusive Samsungs HBM Confirmed for NVIDIA GB300 Jensen Huang Sends Letter to Lee Jae-yong NVIDIA has officially decided to equip its latest AI accelerator the GB300 with Samsung Electronics (005930) fifth-generation high-bandwidth memory (HBM3E). After years of setbacks Samsung has finally secured a place in NVIDIAs supply chain a development that is expected to reshape the global HBM market landscape. According to industry sources cited by News1 on the 9th NVIDIA CEO Jensen Huang recently sent a letter to Samsung Chairman Lee Jae-yong informing him of NVIDIAs decision to adopt Samsungs"
X Link @Jukanlosreve 2025-10-08T23:15Z 32.8K followers, 49.5K engagements

"On the AI Circular Structure: Morgan Stanley Lack of Disclosure Makes True Risk Assessment Difficult According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining performance obligations (RPO) and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. This high concentration in a single customer means that the future growth and success of these suppliers are tightly bound to OpenAIs fate. The AI Gamble of Hyperscale Data Center Operators To"
X Link @Jukanlosreve 2025-10-09T04:39Z 32.8K followers, 201.9K engagements

"What Samsung makes ASICs"
X Link @Jukanlosreve 2025-10-13T23:55Z 32.8K followers, 44.5K engagements

"Teradyne: Short-Term Catalyst from NVDA RTX Testing Involvement Overall Market Share Expansion Limited Q2 Outlook Still Under Pressure Morgan Stanley (S. Brett July XX 2025) Morgan Stanley notes that Teradyne may gain opportunities in NVDA RTX testing due to Advantest's capacity bottlenecks. While unlikely to lead to broad market share expansion the news could bring a positive stock price reaction. Concurrently the Q2 earnings guidance is expected to fall short of market expectations maintaining a relatively cautious stance. Advantest Bottleneck Drives Teradyne's Entry into RTX Testing"
X Link @Jukanlosreve 2025-07-10T14:35Z 32.7K followers, 26.5K engagements

""Higher NVIDIA (Rubin) unit volumes into next year now expected at XXX million units versus XXX million prior." 👀"
X Link @Jukanlosreve 2025-10-08T13:34Z 32.7K followers, 46.3K engagements

"TSMC Wafer Pricing Trend (Morgan Stanley)"
X Link @Jukanlosreve 2025-07-14T22:58Z 32.7K followers, 17.8K engagements

"GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our"
X Link @Jukanlosreve 2025-09-17T06:01Z 32.7K followers, 11K engagements

"Within this segment logic computing revenue is expanding rapidly at a compound annual growth rate (CAGR) of XX% rising from about $XXXX billion in 2022 to approximately $XXXXX billion in 2025 with its share of total semiconductor sales jumping from X% to 15%. 🧵/3 The average selling price of logic computing chips is expected to soar from $7.80$8.50 during 20182022 to $XXXXX in 2025 representing a XX% compound annual growth rate. Citi identified NVIDIAs rapid data center expansion as the key driver behind this transformation. The companys data center business share of logic chip sales has"
X Link @Jukanlosreve 2025-10-05T12:34Z 32.6K followers, 1297 engagements

"Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA"
X Link @Jukanlosreve 2025-09-16T04:39Z 32.6K followers, 30.5K engagements

"@TShirtnJeans2 @DicksonPau I dont really have an opinion on that. But one things for sure: TPU is the most successful ASIC and the reason customers choose Broadcom is because Broadcom can build replicas of the TPU. Just look at the chips Marvell made they fall way short of the TPU dont they"
X Link @Jukanlosreve 2025-09-05T01:10Z 32.8K followers, XXX engagements

"Doosan Likely to Acquire SK Siltron Doosan Group has emerged as the leading candidate to acquire SK Siltron the worlds third-largest semiconductor wafer manufacturer. Doosan is in exclusive talks with SK Group regarding the acquisition and if the groups top management grants approval after the Chuseok holiday the company plans to proceed with detailed due diligence and aims to sign a share purchase agreement (SPA) by year-end. Both sides are valuing SK Siltron at the high-4 trillion KRW level which is about X times last years EBITDA of XXX billion KRW. Doosan became the sole candidate after"
X Link @Jukanlosreve 2025-10-01T08:20Z 32.6K followers, 9375 engagements

"I agree with the sentiment. Honestly some people write overly provocative or clickbaity posts just to make a few bucks on X"
X Link @Jukanlosreve 2025-10-12T13:35Z 32.8K followers, 14.1K engagements

"Korean semiconductor stocks have risen more than XX% since the beginning of the year yet they still trade at lower P/B ratios compared to global memory peers"
X Link @Jukanlosreve 2025-10-10T10:39Z 32.8K followers, 13.5K engagements

"Just in: MediaTeks TPU v7e reportedly taped out and delivered UBS"
X Link @Jukanlosreve 2025-10-09T02:11Z 32.8K followers, 24.5K engagements

"Cantor Fitzgerald) NVIDIA: Raises Target Price to $XXX Amid Accelerating AI Infrastructure Growth Last week we hosted an investor meeting in New York with NVIDIAs senior management including CEO Jensen Huang CFO Colette Kress IR head Toshiya Hari and other executives. Compared to a year ago much has changedexponentially. As expected Jensen Huang was highly optimistic and with good reason. We are still in the early innings of a multi-trillion-dollar AI infrastructure build-out. Even just among hyperscalers we see substantial visibility into hundreds of billions of dollars of demand over the"
X Link @Jukanlosreve 2025-10-09T11:06Z 32.8K followers, 59.8K engagements

"Interesting. Hanwha Semitek (a subsidiary of Hanwha Vision) has recently achieved positive results in its hybrid bonder qualification test with SK hynix"
X Link @Jukanlosreve 2025-10-01T05:40Z 32.6K followers, 6621 engagements

"What I actually meant was that during the rare earth refining process radioactive materials and naturally occurring radionuclides are released causing workers at the refining facilities to develop cancer and be unable to work for long. The phrase grinding people down seems to have caused some misunderstanding"
X Link @Jukanlosreve 2025-10-12T06:24Z 32.7K followers, 1329 engagements

"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link @Jukanlosreve 2025-10-02T06:46Z 32.8K followers, 23.7K engagements

"@AssidiousMacro I wish the censorship were a bit more relaxed. Sometimes I like to have ideological discussions with ChatGPT"
X Link @Jukanlosreve 2025-10-14T23:32Z 32.8K followers, XXX engagements

"Exclusive Samsung Electronics Considers Disbanding HBM4 Yield TF Aiming for Nvidia Supply Through Speed Race Samsung Electronics is reportedly considering disbanding the task force (TF) dedicated to improving the yield of its 10-nanometer (nm)-class 6th-generation (1c) DRAM which will be applied to the next-generation High Bandwidth Memory X (HBM4). The move reflects an urgent determination to prioritize the mass production of HBM4 for Nvidia supply within this year. The 10-nm class DRAM process technology develops sequentially through the stages of 1x (1st generation) 1y (2nd) 1z (3rd) 1a"
X Link @Jukanlosreve 2025-10-15T02:34Z 32.8K followers, 28.1K engagements

"Micron: Rating Upgraded from Equal-weight Overweight Price Target Raised from $XXX $XXX (Morgan Stanley) DRAM and NAND prices are improving faster than expected with buyers increasing inventories amid concerns over supply shortages through CY26. Concerns over HBM are easing and the strength in the DRAM market is positively influencing HBM3e price negotiations. There is a high likelihood of continued EPS upward revisions over the coming quarters. While the current valuation appears stretched Morgan Stanley is betting on short-term upside given the strong industry sentiment and confidence in"
X Link @Jukanlosreve 2025-10-06T23:33Z 32.8K followers, 49.8K engagements

"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO"
X Link @Jukanlosreve 2025-08-28T08:04Z 32.7K followers, 58.1K engagements

"AI Will Increase Not Reduce the Number of Developers (Morgan Stanley) As AI coding assistants and agents become an everyday part of the development workflow the traditional role of software developers will shift toward curation higher-level design and problem-solving through prompt and context engineering. This transformation will make developers more strategic and higher-value contributors within organizations. Morgan Stanley identifies three key reasons why the number of developers is expected to continue growing over the next XX years rather than decline: X AI-driven productivity gains"
X Link @Jukanlosreve 2025-10-07T12:02Z 32.6K followers, 30.2K engagements

"Barclays projected that the collaboration with Meta could bring EssilorLuxottica up to X billion by 2030. Analysts also see room for total annual smart glasses shipments to rise to XX million units by 2035. But if smart glasses are supposed to partially replace smartphones shouldnt that number be much higher than XX million"
X Link @Jukanlosreve 2025-10-09T10:50Z 32.7K followers, 14.4K engagements

"@Compart42 Do you think MediaTek doesnt stand a chance"
X Link @Jukanlosreve 2025-10-05T13:13Z 32.7K followers, XXX engagements

"Barclays) Raises AMD Target Price to $XXX This agreement is structured to be mutually beneficial for both OpenAI and AMD but more directly it aims to boost AMDs share price. The unique aspect of this deal is that warrants (stock options) are issued in tranches tied both to stock price milestones and 1GW (gigawatt) deployment intervals. The final tranche will only be issued once AMDs stock reaches $XXX. Based on projected quarterly earnings this deal adds approximately $XXX billion per quarter to the previously expected $X billion by the end of 2026. Assuming 6GW is gradually deployed by the"
X Link @Jukanlosreve 2025-10-06T14:28Z 32.7K followers, 23.3K engagements

"* SAMSUNG FAILED HBM3E CERTIFICATION IN JUNE NEXT CERTIFICATION EXPECTED IN SEPTEMBER- GF Securities"
X Link @Jukanlosreve 2025-06-11T05:43Z 32.7K followers, 23.8K engagements

"The chairman said: Today GF Securities speculated that the TPU V8E will also go to MediaTek (MTK) and that it may take over Microsofts order (mainly I/O) from Marvell. As for Broadcom aside from the already known clients Fujitsu is likely to be a new customer forming a lineup of X existing + X potential clients. ByteDances AI accelerator on N5 is with Broadcom while N3 might go to a Taiwanese company. But this area remains under watch since a single strong move by the U.S. could cut everything off. The rough battlefield situation: Broadcom continues to lead the pack MediaTek is looking at"
X Link @Jukanlosreve 2025-03-24T13:22Z 32.7K followers, 8354 engagements

"ASIC Spec Summary by Jeff Pu GF Securities For the full report please contact me via DM"
X Link @Jukanlosreve 2025-06-15T02:33Z 32.7K followers, 25.3K engagements

"This is a highly important point. Samsung Electronics and SK Hynixs total DRAM capacity in 2026 is expected to increase only slightly (+single-digit). However all of that incremental capacity will go toward HBM while general DRAM capacity will actually decline. In other words general-purpose DRAM will continue to suffer from persistent supply shortages"
X Link @Jukanlosreve 2025-10-13T01:22Z 32.8K followers, 36.1K engagements

"A very interesting article has come out regarding NVIDIAs request for higher HBM4 speeds. Below is the full translation: NVIDIAs decision to raise the operating speed standard for sixth-generation high-bandwidth memory (HBM4) was the result of Samsung Electronics promotion. A senior executive in charge of HBM development at a global memory-semiconductor firm made this remark saying that Samsung confident it could outperform rivals in HBM4 performance proposed to NVIDIA that the operating speed be set higher than the level specified by the industry standard-setting body JEDEC. Although Samsung"
X Link @Jukanlosreve 2025-10-13T10:29Z 32.8K followers, 59.3K engagements

"@Sensei0701 The paradox is that building those robots also requires an enormous amount of rare earth elements. To refine rare earths without pollution you need robots but those very robots themselves require a massive amount of rare earths"
X Link @Jukanlosreve 2025-10-12T06:37Z 32.8K followers, 2679 engagements

"Should we (South Korea) stand up to China For example by sanctioning Chinese shipbuilding companies"
X Link @Jukanlosreve 2025-10-14T04:53Z 32.8K followers, 37.4K engagements

"Goldman Sachs: Key Takeaways from SEMICON West 2025 We attended the SEMICON West conference held in Phoenix Arizona on October XX meeting with various industry players including AMAT TER ENTG and MKSI. Overall we came away from the event with a gradually more positive view on 2026 WFE (Wafer Fab Equipment) growth consistent with our recent WFE outlook update. Below we summarize the key industry insights and company-level highlights. Industry Takeaways X. 2026 WFE Outlook While most companies avoided providing specific figures for their 2026 WFE outlook many indicated expectations for"
X Link @Jukanlosreve 2025-10-09T13:37Z 32.8K followers, 35.4K engagements

"@lynchxiao6811 There isnt much correlation between assembly at Wistron and HBM verification. And Ive heard that Rubin and HBM4 assembly is already being validated"
X Link @Jukanlosreve 2025-09-16T08:37Z 32.6K followers, XXX engagements

"What theSama literally has no alternative other than TSMC right Or rather he doesnt even seem to consider any other option"
X Link @Jukanlosreve 2025-10-08T12:27Z 32.8K followers, 53.1K engagements

"China has already taken control of the global robot supply chain Honestly is it even right to develop robots now Just like with electric vehicles well end up becoming dependent on China"
X Link @Jukanlosreve 2025-10-11T07:32Z 32.8K followers, 22.9K engagements

"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL"
X Link @Jukanlosreve 2025-08-14T04:11Z 32.8K followers, 42.3K engagements

"Worlds No. X Robot Power: China (Morgan Stanley) According to Morgan Stanley in 2024 the market share of domestic Chinese brands in Chinas industrial robot market surged from XX% in 2023 to 58%. This reflects that both the technological maturity of Chinas supply chain and market acceptance have reached a new milestone. The International Federation of Robotics (IFR) projects that from 2025 to 2028 the Asian market will continue to lead global industrial robot installations with Chinas sustained growth serving as the decisive factor in realizing this optimistic outlook"
X Link @Jukanlosreve 2025-10-02T11:33Z 32.6K followers, 13.2K engagements

"US sanctions are becoming even more severe. BROADCOMS BYTEDANCE PROJECT HAS BEEN CANCELED"
X Link @Jukanlosreve 2025-02-28T13:05Z 32.6K followers, 100.9K engagements

"Heres one trend you probably dont know about: China is now heavily restricting the export of its own companies battery manufacturing and LCD display equipment to countries like Vietnam and India. Beijing is deeply worried that its advanced industrial technologies could leak abroad. As a result many Indian and Vietnamese companies have recently been visiting South Korea. In fact not long ago Tata Group one of Indias largest conglomerates came to Korea to conduct an on-site inspection to purchase Korean battery manufacturing equipment reportedly worth several billion dollars. I expect Korea to"
X Link @Jukanlosreve 2025-10-05T05:46Z 32.7K followers, 46.5K engagements

"Dont you think this model from GF Securities is underestimating AMDs AI GPU shipments Or is this just the reality"
X Link @Jukanlosreve 2025-03-25T03:37Z 32.7K followers, 7244 engagements

"Goldman Sachs) NVIDIA: Impact of OpenAI and Strategic Investments on Business 12-Month Price Target: $XXXXXX NVIDIA has announced a series of strategic investments and partnerships with companies including OpenAI. This announcement has sparked investor debate over the nature of these transactions particularly the extent to which NVIDIAs equity investments in partner firms may be reused by those firms to purchase NVIDIA GPUs allowing NVIDIA to recognize this as circular revenue. The sustainability of OpenAIs infrastructure spending will increasingly depend on equity and debt financing."
X Link @Jukanlosreve 2025-10-06T14:31Z 32.8K followers, 81.4K engagements

"NVIDIAs Taiwan headquarters construction projects T17 and T18 have been suspended due to political controversy and procedural issues. The MOU between NVIDIA and Shin Kong Life Insurance has expired and three possible paths are being discussed: (1) signing a new agreement (2) proceeding with construction first and relocation later or (3) terminating the contract. NVIDIA strongly opposes the build first move later approach insisting that it must directly oversee design and construction to ensure quality control as third-party involvement would make responsibility unclear"
X Link @Jukanlosreve 2025-10-05T07:53Z 32.8K followers, 28.1K engagements

"SK Hynix to Expand DRAM Capacity to 620000 Wafers Next Year SK Hynix will increase its DRAM wafer input to the 600000-per-month range in the second half of next year in response to high-bandwidth memory (HBM) demand from companies such as Nvidia and Google. With this SK Hynix will secure DRAM production capacity (CAPA) on par with Samsung Electronics. Samsungs DRAM capacity for the second half of next year is estimated at the mid-600000 wafers per month level. In contrast NAND capital expenditures (CAPEX) will remain conservative into next year. While some rebound is visible in enterprise"
X Link @Jukanlosreve 2025-10-01T23:31Z 32.8K followers, 76.9K engagements

"Theres an opinion that the reason were not in an AI bubble yet is because a bubble happens when everyone cheers for excessive investment but right now everyones worried that just investing at all might mean were in a bubble lol. In other words the fact that people are worried means its not actually overvalued yet"
X Link @Jukanlosreve 2025-10-04T13:25Z 32.8K followers, 23.6K engagements

"I wrote an article selecting the key contents from The Trust Game a book authored by former and current vice presidents of SK hynix to explain how Hynix beat Samsung and claimed the throne of HBM. As an appendix I also introduce a Korean materials parts and equipment company that I recommend buying"
X Link @Jukanlosreve 2025-10-04T09:37Z 32.8K followers, 40.2K engagements

"SK hynix: As LLM throughput increases dependence on HBM grows even stronger. At the event SK hynix shared the results of a study conducted in an AWS cloud environment analyzing the memory usage characteristics of major LLMs under various conditions. Using the HBM mounted on Nvidias Hopper-based H200 AI accelerator as a baseline SK hynix found that increasing stack height from X to XX layersthereby expanding capacity by 1.5resulted in a XXX improvement in overall system processing performance for LLMs. A former engineer speaking at the event explained: When HBM is expanded from X layers to 12"
X Link @Jukanlosreve 2025-10-15T07:20Z 32.8K followers, XX engagements

"Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly"
X Link @Jukanlosreve 2025-09-04T08:58Z 32.8K followers, 7968 engagements

"TechInsights also decapped the 910c and confirmed that it was manufactured at TSMCs fab"
X Link @Jukanlosreve 2025-09-26T03:56Z 32.8K followers, 98.3K engagements

"@zephyr_z9 But if you buy physical gold in Korea you have to pay around a XX% tax. :("
X Link @Jukanlosreve 2025-10-13T14:43Z 32.8K followers, 6740 engagements

"Chinese media reported that Qiyunfang a subsidiary of SiCarrier which is itself a subsidiary of Huawei showcased one of Chinas most advanced EDA tools today at the SEMiBAY 2025 event. Isnt it fascinating When lithography tools were sanctioned the company developing alternatives was Huawei. When EDA tools were sanctioned the company creating replacements was also Huawei. China cannot exist without Huawei"
X Link @Jukanlosreve 2025-10-15T04:59Z 32.8K followers, 11.9K engagements

"Why This Memory Semiconductor Cycle Is Different (Samsung Securities Korea) This memory cycle differs from previous ones in three key aspects. First there are two profit growth engines. Although demand and supply for AI-focused HBM and general DRAM are connected they do not move in perfect synchrony. The recent rally has been driven by a mismatch between AI demand and general DRAM demand. Second the main demand source AI infrastructure investment is larger and more prolonged than in any prior cycle. It is the first time in XX years since the Internet infrastructure boom that we have seen a"
X Link @Jukanlosreve 2025-10-13T00:59Z 32.8K followers, 38.4K engagements

"Each humanoid robot requires XXX kg of rare-earth metals comparable to that of an electric vehicle including XX rotary and linear actuators for joints and XX actuators for the hands. The humanoid robot revolution could trigger $XXX billion worth of demand for key rare-earth minerals yet the United States relies on China for XX% of its magnet imports and it takes XXXX years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China"
X Link @Jukanlosreve 2025-10-11T06:08Z 32.8K followers, 112.4K engagements

"Is anyone here interested in KLA Theres some huge news. Im in the middle of translating it right now"
X Link @Jukanlosreve 2025-10-04T05:13Z 32.7K followers, 17.7K engagements

"Nomura: Meta Enters the ASIC Race Challenging Nvidia's Dominance Following in Google's footsteps Meta is reportedly making a full-fledged entry into the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team Meta's ambitions in the AI server sector are rapidly escalating. Their proprietary ASIC server project MTIA is projected to achieve a significant breakthrough in 2026 potentially challenging Nvidia's long-standing market dominance. Citing the latest supply chain information the report indicates that"
X Link @Jukanlosreve 2025-06-17T02:36Z 32.7K followers, 68.7K engagements

"U.S. data center capacity is growing rapidly and is expected to reach 4650 GW by the end of Q4 2025 (OctoberDecember) according to Goldman Sachs"
X Link @Jukanlosreve 2025-10-09T12:50Z 32.8K followers, 17.6K engagements

"Its gone up XXX% over the past six months but I still think its an attractive stock"
X Link @Jukanlosreve 2025-10-12T09:18Z 32.8K followers, 4171 engagements

"ALIBABA AND BAIDU HAVE BEGUN TRAINING THEIR AI MODELS USING CHIPS THEY PRODUCED IN-HOUSE THE INFORMATION"
X Link @Jukanlosreve 2025-09-11T23:38Z 32.8K followers, 49.3K engagements

"According to Citis data the current semiconductor industrys revenue growth has been primarily driven by the surge in logic chip prices. Citi noted that the average selling price (ASP) of logic computing chips (including AI accelerators) has risen XX% over the past three years far exceeding the X% growth rate of the previous decade. The share of logic computing chips in total semiconductor sales has also climbed from XX% in 2020 to XX% in 2025. 🧵/2"
X Link @Jukanlosreve 2025-10-05T12:34Z 32.7K followers, 1453 engagements

"- AWS collaborates with Alchip for Inferentia X and Trainium X chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA X and MTIA 2"
X Link @Jukanlosreve 2025-06-01T05:21Z 32.8K followers, 25.4K engagements

"My friend told me: There are three categories currently being called bubbles. One is the CAPEX spending of CSPs (cloud service providers) another is the CAPEX spending of unlisted companies and the last is the CAPEX of sovereign AI projects. Im not worried about CSP CAPEX right now. But the other two especially the capital spending of unlisted companies like OpenAI are deeply concerning. Even from this chart doesnt it look like OpenAI is the most aggressive one If OpenAI fails to become profitable this bubble will burst"
X Link @Jukanlosreve 2025-10-07T02:38Z 32.8K followers, 87.7K engagements

"Chinas CXMT Accelerates IPO Plans AI Memory Independence at Stake ChangXin Memory Technologies (CXMT) Chinas leading DRAM manufacturer is accelerating its entry into the domestic capital market. Having rapidly expanded its market share with strong government backing CXMT now aims to leverage its upcoming initial public offering (IPO) to strengthen Chinas push for semiconductor self-sufficiencyparticularly in advanced DRAM and AI-oriented memory. According to the China Securities Regulatory Commission (CSRC) on October XX CXMT recently resolved issues related to the election of employee"
X Link @Jukanlosreve 2025-10-10T06:16Z 32.7K followers, 6288 engagements

"The peak of the AI semiconductor cycle will come in 2028 Samsung and SK Hynixs earnings will double over the next three years The artificial intelligence (AI) semiconductor cycle is expected to reach its peak in 2028 and by then the earnings of Samsung Electronics (005930) and SK Hynix (000660) are projected to more than double from current levels. At a press briefing hosted by the Korea Exchange on the 14th Noh Geun-chang head of research at Hyundai Motor Securities said Considering NVIDIA CEO Jensen Huangs comment that data center investments will reach $X trillion (about KRW 1427 trillion)"
X Link @Jukanlosreve 2025-10-14T03:39Z 32.8K followers, 16.1K engagements

"SK Hynix LFG"
X Link @Jukanlosreve 2025-10-02T00:11Z 32.8K followers, 16.9K engagements

"Exclusive Hanwha Semitec Teams Up with Global Equipment Giant Lam Research on Hybrid Bonder Hanwha Semitec an emerging powerhouse in the HBM (High Bandwidth Memory) TC bonder market is reportedly partnering with global etching leader L company to co-develop next-generation hybrid bonders a move expected to send ripples through the market. Given that L has already built supply chain relationships with semiconductor manufacturers worldwide the formal launch next year could secure Hanwha Semitec a powerful global sales channel. According to industry sources on the 17th Hanwha Semitec has been"
X Link @Jukanlosreve 2025-09-17T05:38Z 32.8K followers, 4393 engagements

"Citi: The Semiconductor Cycle Still Has Significant Upside Potential 🧵/1 Citi analyst Christopher Danely expects global semiconductor sales to rise XX% in 2025 to reach an all-time high of $XXX billion. However he emphasized that this revenue growth is entirely driven by pricing while shipment volumes remain well below previous peaks. This indicates that inventory levels are low and the industry still has substantial room for further growth"
X Link @Jukanlosreve 2025-10-05T12:34Z 32.7K followers, 53.1K engagements

"China launches customs crackdown on Nvidia AI chips- FT"
X Link @Jukanlosreve 2025-10-10T04:26Z 32.8K followers, 12.8K engagements

"Fuck its not too late to buy SanDisk and Kioxia yet right I should buy them now"
X Link @Jukanlosreve 2025-09-30T06:05Z 32.7K followers, 58.1K engagements

"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to"
X Link @Jukanlosreve 2025-07-03T22:42Z 32.8K followers, 20.6K engagements

"Another AI circular trade SoftBanks subsidiary ARM has received a multibillion-dollar CPU order from OpenAI. At the same time SoftBank has agreed to purchase several billion dollars worth of AI technology from OpenAI every year starting this year including technologies that could help ARMs subsidiaries shorten their chip development cycles. This is insane"
X Link @Jukanlosreve 2025-10-14T02:02Z 32.8K followers, 66.6K engagements

"China dominates global supply chains for processed critical minerals"
X Link @Jukanlosreve 2025-10-13T02:02Z 32.8K followers, 29.1K engagements

"Era of 20-Stack HBM China Joins Hybrid Bonding Race As competition intensifies among Korea and the U.S. big three memory makers to develop hybrid bonding packaging technology for next-generation high-bandwidth memory (HBM) China is also stepping up to join the race as part of its push for advanced semiconductor self-sufficiency. According to the semiconductor industry on the 29th major global HBM manufacturers are expected to begin full-scale adoption of hybrid bonding starting with 20-stack HBM4E (7th generation). Huawei and CXMT the core players in Chinas semiconductor self-sufficiency"
X Link @Jukanlosreve 2025-09-29T02:02Z 32.7K followers, 13.6K engagements

"According to sources its not true that making Snapdragon at Samsung Foundry has been canceled. Its in trial production and there are no signs of cancellation"
X Link @Jukanlosreve 2025-09-30T03:30Z 32.7K followers, 7020 engagements

"At the Open Innovation Platform Ecosystem Forum held in Silicon Valley TSMC announced that by leveraging AI technology in semiconductor design it has improved chip energy efficiency by about tenfold. (Economic Daily News Taiwan) Long $CDNS"
X Link @Jukanlosreve 2025-09-25T22:37Z 32.6K followers, 3562 engagements

"Samsung vs. SK Hynix: A Showdown Over the XXX Trillion Won AI DRAM 'Gold Mine'. Who Will Emerge Victorious "South Korea's annual exports could increase into the multi-hundred billion U.S. dollar range." This was the assessment from the global tech industry after Sam Altman CEO of OpenAI who visited South Korea on the 1st requested that Samsung Electronics and SK Hynix "supply over 900000 wafers per month of advanced DRAM (based on wafer input) for the Stargate project." This implies that Samsung Electronics and SK Hynix could add at least $XXX billion (approximately XXX trillion won) annually"
X Link @Jukanlosreve 2025-10-05T12:20Z 32.8K followers, 67.1K engagements

"Korea Memory Revival DRAM-Centric Bullish Cycle Resumes (Morgan Stanley) X. Market and Cycle Outlook Memory price uptrend in 4Q is steeper than expected; strong cycle expected to persist through 2026. DRAM-driven supply-demand imbalance is deepening with supply unable to keep up with demand for the next XX quarters. DRAM prices in 2025 could rise by more than XX% YoY; NAND also accelerating recovery led by enterprise SSD demand. Rapid AI token growth (50% MoM) is driving memory demand mirroring past DRAM price upcycles. Morgan Stanley sees DRAM as still undervalued relative to the"
X Link @Jukanlosreve 2025-10-09T00:19Z 32.7K followers, 13.4K engagements

"@Compart42 Please explain a bit more"
X Link @Jukanlosreve 2025-10-05T10:39Z 32.7K followers, 1570 engagements

"Indian Media: Foxconn's AirPods Production in India Affected by Rare Earth Shortage Due to Mainland China's Controls The Economic Times (ET) of India citing sources reported that Hon Teng Precision a subsidiary of Hon Hai Technology Group has been affected by a shortage of dysprosium at its plant in Telangana India due to tightened export controls on rare earth metals by mainland China impacting the production of Apple AirPods. According to the report Hon Teng emphasized that its production line has not been disrupted. This factory began producing AirPods in India in April last year as part"
X Link @Jukanlosreve 2025-07-22T07:31Z 32.6K followers, 7421 engagements

"Samsung Electronics 3Q operating profit reaches XXXX trillion won marking an earnings surprise. Revenue: XX trillion won"
X Link @Jukanlosreve 2025-10-13T23:46Z 32.8K followers, 9924 engagements

"251014_Broadcom: Partnership with OpenAI reinforces Broadcoms technology advantage in custom silicon - Goldman Sachs (1) This collaboration includes the joint development of Scale-up and Scale-out network systems utilizing Broadcoms AI accelerators and Ethernet solutions. (2) Deployment is expected to begin in 2H26 and be completed by the end of 2029. (3) We view this announcement as a positive catalyst for Broadcom reaffirming the companys technological leadership in the ASIC domain. (4) While it has not been disclosed whether this agreement involves any equity investment or financing we"
X Link @Jukanlosreve 2025-10-13T23:50Z 32.8K followers, 11.3K engagements

"Wow everyone Im rich now"
X Link @Jukanlosreve 2025-10-11T00:05Z 32.8K followers, 15.5K engagements