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@dnystedt Avatar @dnystedt Dan Nystedt

TSMC is advancing its chip production, with plans for 2nm mass production in the 4th quarter and a new fab in Arizona. The company is also expected to break ground on a 1.4nm project and has secured nearly half of its 2nm capacity with Apple as its biggest client. Additionally, TSMC's revenue from HPC and AI has seen significant growth, with AI accounting for $XXXX billion of its revenue in the 2nd quarter.

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Social category influence technology brands XXX% stocks #4685 countries XXX% finance XXXX% currencies XXXX% exchanges XXXX% automotive brands XXXX% celebrities XXXX% cryptocurrencies XXXX% travel destinations XXXX%

Social topic influence $nvda #107, $tsm #6, taiwan #65, nvda #33, chips #46, $avgo #61, $amd #92, open ai #836, samsung #1822, $mu #26

Top accounts mentioned or mentioned by @zackeiseman @futureman1977 @grok @semitaipei @rebiii333re @tshirtnjeans2 @chyang888 @schamorro357 @xai @groqinc @rwang07 @chipsandwafers @basedstonks69 @edwardmckernan @trillvegas012 @cyberethanai @giga3dtech @stephane_erler @bertverrycken @analysisop

Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Micron Technology, Inc. (MU) Apple, Inc. (AAPL) Intel Corporation (INTC) Dell Technologies, Inc. (DELL) ASE Technology Holding Co., Ltd. (ASX) Metadium (META) QUALCOMM, Inc. (QCOM) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Applied Materials, Inc. (AMAT) Astera Labs, Inc. Common Stock (ALAB) Synopsys, Inc. (SNPS) Never Forget (911) Amkor Technology Inc (AMKR) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Microsoft Corp. (MSFT) Texas Instruments (TXN) Corning Incorporated (GLW) Lam Research Corporation (LRCX) KLA Corp (KLAC) Super Micro Computer, Inc. Common Stock (SMCI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Amazons chip division is working with Taiwans Alchip on Trainium3 and Trainium4 to bring the chips to mass production on TSMC 3nm and 2nm processes respectively media report citing unnamed industry sources. Trainium3 will be in mass production in the 1st quarter of 2026. Trainium4 will follow later with Astera Labs on the I/O chips and Synopsys IP for 225G SerDes. 1/2 $AMZN $TSM $ALAB $SNPS $MRVL #Alchip #semiconductors #semiconductor"
X Link @dnystedt 2025-08-14T01:43Z 39K followers, 28K engagements

"6/6 Links: Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp: Gigabyte Technology Co. Ltd: Dell GB300 shipment to CoreWeave July X 2025: Nvidia GB300 NVL72 Nvidia GB200 NVL72 Nvidia Blackwell Architecture"
X Link @dnystedt 2025-08-13T08:14Z 38.9K followers, 6154 engagements

"2/3 Huawei was caught using a proxy to order TSMC to make its AI chips after multiple media reports boasting if its semiconductor production prowess. Tear-down specialist TechInsights found not only TSMC-made transistors in Huaweis Ascend 910C AI chip packages but that HBM2E memory chips alongside the 910C were from South Koreas Samsung and SK Hynix media report"
X Link @dnystedt 2025-10-04T08:00Z 39K followers, 9653 engagements

"2/3 AI data centers and related services have already been named a "strategic industry" which meets the requirements for insurance funds that look at specialized public works and social welfare investment projects"
X Link @dnystedt 2025-10-13T04:16Z 39K followers, XXX engagements

"3/14 Co-designers specific work Sam: We are able to think from etching the transistors all the way up to the token that comes out when you ask ChatGPT a question and design the whole system all of the stuff about the chip the way we design the racks the networking between them how the algorithms that were using fit the inference chip itself all the way to the end product"
X Link @dnystedt 2025-10-14T06:43Z 39K followers, 2192 engagements

"Meta has placed big orders to Taiwan's Quanta Computer for customized AI servers based on its next-generation ASIC (own chip made with Broadcom) media report noting Chenming Electronic is making cabinets some liquid cooling parts and sidecars for the servers. The order is seen at up to 6000 cabinets shipped by year-end. 1/2 $META $AVGO #semiconductors"
X Link @dnystedt 2025-08-04T00:44Z 39K followers, 28.2K engagements

"Nvidia has placed fresh orders to TSMC for more Blackwell platform chips including GB200 and B-series (100/200) as demand for the AI chips outpaces supply media report while fresh advanced chip testing orders go to KYEC and advanced packaging & testing to ASE Technology with such orders seen doubling in the 4th quarter over the 3rd. KYEC has been overwhelmed with Nvidia orders going all out to expand capacity one unnamed source said while industry insiders say TSMCs advanced chip output has already expanded significantly and demand for its CoWoS advanced packaging will expand at a similar"
X Link @dnystedt 2024-06-24T01:06Z 38.9K followers, 144.1K engagements

"Demand for Nvidia Blackwell-based AI servers sent September revenue at Taiwans Big X AI server makers up XXXX% over last year to a combined NT$1.399 trillion (US$45.7 B) a record high. 1/8 $NVDA $TSM #AIservers"
X Link @dnystedt 2025-10-09T08:21Z 39K followers, 15.1K engagements

"8/14 More ChatGPT Broadcom chip chief Charlie Kawwas: my software engineers now already use that from a software point of view and its delivering efficiencies of dozens of engineers. On the hardware side were not there yet. But you know the good news well get there (with OpenAI) yes we should absolutely leverage this"
X Link @dnystedt 2025-10-14T06:46Z 39K followers, 2298 engagements

"Contract prices for older DDR4 DRAM chips may soar 30-50% in the 4th quarter after major South Korean and US makers suspended price quotes for a week amid price fluctuations and persistent shortages media report adding the supply gap for DDR4 is expected to reach 10-15% for the next three quarters. Prices for yet older DDR3 are also expected to rise as DDR4 prices increase. $HXSCL $SSNLF $MU #SKhynix #Samsung #semiconductors"
X Link @dnystedt 2025-10-08T01:29Z 39K followers, 11.7K engagements

"@TShirtnJeans2 Energy is an issue. Benefit for Taiwan is respect of free speech safe place for data centers. Earthquakes are an issue for much of East Asia"
X Link @dnystedt 2025-10-13T06:14Z 39K followers, XXX engagements

"10/14 Training vs Inference Hock: If you want to train you design chips that are much stronger in computing capacity measured in TFLOPS as well as network because its not just one chip that makes it happen its a cluster. But if you want to do inference you put in more memory and memory access relative to compute. So you are actually over time creating chips optimized for particular workloads applications as we go along. (TFLOPS: Tera Floating Point Operations Per Second)"
X Link @dnystedt 2025-10-14T06:47Z 39K followers, 1931 engagements

"South Korea semiconductor exports rose XXXX% year-on-year to a record high US$15.1 billion in August leading overall exports to increase XXX% to $XXXX B media report but exports to the US fell XX% to $XXXX B as tariffs kicked in. $HXSCL $SSNLF $MU #semiconductors"
X Link @dnystedt 2025-09-02T01:54Z 39K followers, 3961 engagements

"2/2 Third Quarter revenue and US$ at today rate Wistron (): NT$567.8 billion (US$18.6 billion) Quanta(): NT$495.3 billion ($16.2 billion) Wiwynn (): NT$266.8 billion ($8.7 billion) Inventec (): NT$176.3 billion ($5.8 billion)"
X Link @dnystedt 2025-10-09T00:40Z 39K followers, 3004 engagements

"Taiwan DRAM maker Nanya Technology said September revenue rose XXX% year-on-year to NT$6.66 billion (US$220 million) media report as memory chip prices continue to recover. $HXSCL $SSNLF $MU #Samsung #SKhynix #semiconductors"
X Link @dnystedt 2025-10-04T08:02Z 39K followers, 3863 engagements

"6/8 Expect strong AI server seasonality to last through the end of 2025 and expect to hear more talk about the transition to Nvidia Rubin-based servers. Also expect to hear Taiwans AI server makers announce new capacity expansion plans. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
X Link @dnystedt 2025-10-09T08:24Z 39K followers, XXX engagements

"2/2 April Revenue Asia Vital Components: NT$9.11 billion record high for 3rd straight month Jentech Precision: NT$1.82 billion 2nd straight monthly high Sunonwealth Electric: NT$1.63 billion 2nd straight monthly high Taiwan Stock Exchange requires companies to file monthly revenue"
X Link @dnystedt 2025-05-08T01:42Z 39K followers, 2696 engagements

"3/3 The Taiwan Stock Exchange requires companies to file monthly revenue statements. The above US$ figures are based on TSMCs foreign exchange rate guidance for the 3rd quarter: US$1 = NT$29.0 TSMC 3rd quarter revenue guide: US$31.8 billion - $XXXX billion New Taiwan dollar range: NT$922.2 billion - NT$957.0 billion $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor"
X Link @dnystedt 2025-10-09T05:39Z 39K followers, 3101 engagements

"AMD is seeking more CoWoS-like advanced packaging for its AI chips media report saying rumors put Powertech Technology at the top of the list of potential partners with a deal already signed but that ASE Amkor could also win out. Powertech declined to comment. $AMD $ASX $AMKR"
X Link @dnystedt 2024-01-03T02:04Z 39K followers, 23.1K engagements

"President Trump said semiconductor tariffs will only be for companies that are not investing in the US media report. "We will be putting a fairly substantial tariff with the understanding that if they come into the country if they are coming in building planning to come in there will not be a tariff" the president said. "If they are not coming in there is a tariff." $TSM #Samsung #SKhynix $MU $INTC #Semiconductors"
X Link @dnystedt 2025-09-05T01:31Z 38.9K followers, 8139 engagements

"Winning Googles AI chip design business has not helped MediaTek with other ASIC clients as Meta appears to have reconsidered media report. Meta is now seen choosing Broadcom or Marvell. Meta originally favored lower-cost MediaTek for its 2nm AI inference chip codenamed Arke. If MediaTek loses the project its likely due to less experience in high performance computing ASIC design. 1/2 $META $GOOGL $AVGO $MRVL #mediatek #semiconductors"
X Link @dnystedt 2025-10-02T06:23Z 38.9K followers, 16.6K engagements

"Note: Looks like TSMC Samsung SK Hynix Globalwafers others wont face US semiconductor tariffs (Section 232) when they are announced (soon)"
X Link @dnystedt 2025-09-05T01:32Z 38.9K followers, 3742 engagements

"TSMCs 2nm pilot line in the southern Taiwan city of Kaohsiung is a success and will be in mass production by end-2025 media report citing Mayor Chen Chi-mai who said TSMC presented a finished 2nm wafer to City Hall which will be put on display for the public. 1/3 $TSM #semiconductors #semiconductor"
X Link @dnystedt 2025-10-04T07:55Z 39K followers, 12.3K engagements

"2/3 TSMCs September revenue hit NT$330.98 billion up XXXX% year-on-year but down XXX% versus August. January through September revenue rose XXXX% year-on-year to NT$2.76 trillion ahead of guidance for XX% full-year revenue growth in 2025"
X Link @dnystedt 2025-10-09T05:39Z 38.9K followers, 2318 engagements

"2/2 The report says Nvidia is working with ASE subsidiary Siliconware Precision (SPIL) on joint development of CoWoP (Chip-on-Wafer-on-PCB) next-gen advanced packaging. Equipment suppliers reportedly say TSMC ASE Amkor Powertech Group (includes Greatek) Innolux are all expanding investments building new plants. $NVDA $ASX $TSM #Semiconductors"
X Link @dnystedt 2025-09-09T00:46Z 39K followers, 3363 engagements

"5/14 Semiconductors Sam: To zoom out a little bit if you simplify what we do in this whole process to you know melt sand run energy through it and get intelligence out the other end - youre not literally melting sand but its a nice visual Broadcom CEO Hock Tan (laughing): Thats a good one. I like that. Sam: What we want is the most amount of intelligence we can get out of each unit of energy because that will become the gate at some point. I hope what this whole process will show us (is) from the model we design to the chip to the rack we will be able to wring out so much more intelligence"
X Link @dnystedt 2025-10-14T06:44Z 39K followers, 2093 engagements

"4/8 AI server sales out of Taiwan in 2025 the dark blue line have been tracking well above prior years"
X Link @dnystedt 2025-10-09T08:23Z 38.9K followers, XXX engagements

"Links: Taiwans Big X AI server makers: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Supermicro Begins Volume Shipments of Nvidia Blackwell Ultra Systems Sep. XX 2025: Dell GB300 shipment to CoreWeave July X 2025: Nvidia GB300 NVL72 Nvidia GB200 NVL72 Nvidia Blackwell Architecture Quanta Computer Sr. VP Mike Yang quotes:"
X Link @dnystedt 2025-09-14T06:31Z 38.9K followers, 4161 engagements

"Four TSMC 2nm fabs will be in mass production next year and monthly capacity over 60000 wafers-per-month (wpm) media report citing unnamed supply chain sources. 2nm wafers cost US$30000 each XX% more expensive than 3nm. 1/2 $TSM $SSNLF $INTC #semiconductors #2nm"
X Link @dnystedt 2025-08-04T00:19Z 39K followers, 42.2K engagements

"2/2 Speedier Nvidia chips (GB200 and GB300) are driving the change as light can move data faster inside servers. About XX% of the new Nvidia orders for 800G modules are going to Chinas Innolight and Eoptolink and about XX% to US companies like Coherent Lumentum Broadcom. Next year 1.6T modules are expected to ramp up"
X Link @dnystedt 2025-10-09T00:24Z 39K followers, 21.7K engagements

"Taiwan is mulling legislation to classify AI data centers as major public infrastructure so related tax incentives can be offered for investments by big insurance firms & other corporations media report noting new laws could be out by next year. 1/3 #OpenAI $ORCL #Stargate #Colossus $NVDA $AMD"
X Link @dnystedt 2025-10-13T04:16Z 39K followers, 8812 engagements

"Two Taiwan AI server makers Wiwynn and Gigabyte confirmed more details about the Nvidia chip delay according to media reports. Wiwynn CFO Harry Chen is quoted saying the design and heat dissipation problems have led to delays but that the impact is insignificant and that demand for AI servers overall and Blackwell servers in particular remain strong. The company no longer expects AI servers to make up XX% of revenue in the 4th quarter due to the delays. 1/5 $NVDA $TSM $SMCI $DELL #semiconductors"
X Link @dnystedt 2024-08-16T11:47Z 38.9K followers, 36.5K engagements

"Arm Holdings is cancelling a license allowing Qualcomm to use Arm intellectual property to design chips escalating their legal dispute Bloomberg reports and threatening to roil the smartphone and PC markets as Qualcomm sells hundreds of millions of processors each year. Arm has given Qualcomm a mandated 60-day notice of cancellation of the license which allows Qualcomm to design its own chips based on Arm IP. $QCOM $ARM $TSM #semiconductor #semiconductors"
X Link @dnystedt 2024-10-23T01:51Z 38.9K followers, 58K engagements

"Orders for Nvidia GB300 AI servers are so big they are unimaginable said the head of Quanta Computers AI server business Mike Yang media report adding AI server shipments will peak in the 4th quarter this year while the 3rd quarter remains a transition period between old and new (GB300) products. 1/2 $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers"
X Link @dnystedt 2025-09-13T06:22Z 38.9K followers, 125.3K engagements

"8/8 Links: Taiwans Big X AI server makers: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Nvidia CEO Jensen Huang interview on CNBC CNBC interview of Jensen OpenAIs Sam Altman Greg Brockman OpenAI PR: AMD and OpenAI strategic partnership for 6GW of AMD GPUs Nvidia and OpenAI strategic partnership for 10GW of Nvidia GPUs SK Hynix Samsung join OpenAIs Stargate OpenAI Oracle Softbank expand Stargate with X new AI data center sites xAI: Wall Street Journal 10/5"
X Link @dnystedt 2025-10-09T08:26Z 39K followers, 2745 engagements

"13/14 Broadcom chip expertise / OpenAI workload understanding Greg: building our own chips for our own specific workloads was not something we could get into from a total standstill without working with Hock and Charlie and Broadcom. Its been incredible to lean on their expertise with our understanding of the workloadto accelerate whats possible through this project"
X Link @dnystedt 2025-10-14T06:48Z 39K followers, 1521 engagements

"7/14 Building ChatGPTs chip expertise Brockman: weve been able to apply our own models to designing this chip which has been really cool. Weve been able to pull in the schedule weve been able to get massive area reductions you take components that humans have already optimized and just port compute into it and the model comes out with its own optimizations. And its very interesting. Were at the point now where I dont think any of the optimizations we have are ones that human designers couldnt have come up with like usually our experts take a look at it later and say yeah this was on my list"
X Link @dnystedt 2025-10-14T06:45Z 39K followers, 49.3K engagements

"2/3 DigiTimes says OpenAI and ByteDance will both have new chips in mass production next year and already have new chips under development for mass production in 2028"
X Link @dnystedt 2025-09-09T06:25Z 39K followers, 1201 engagements

"Apple is using chips from X Taiwan designers media report: -Novatek recently won rush orders to provide more display chips (DDIC) to Apple due to stronger-than-expected iPhone XX sales -MediaTeks 5G modem chip in the Apple Watch XX and TWS (True Wireless Stereo) chips in Beats headphones -Parade Techs T-Con (timing controller) chips for iPad Pro OLED screens. $AAPL #semiconductors #mediatek #novatek #paradetech"
X Link @dnystedt 2025-10-13T00:32Z 39K followers, 12.9K engagements

"2/2 Memory chip prices rose during the quarter boosting its chip division while Samsungs HBM3e memory chips for AI data centers reportedly passed Nvidias verification process. Samsung also inked a foundry deal with Tesla in July. XX trillion (US$60.2 B) XXXX trillion ($8.5 B) Samsung will announce 3rd quarter earnings later this month"
X Link @dnystedt 2025-10-14T01:14Z 39K followers, 2629 engagements

"Reuters list of recent multi-billion dollar AI cloud and chip deals: $NVDA $AMD $INTC $AMZN $GOOGL $META $MSFT $ORCL $NBIS $CRWV #OpenAI"
X Link @dnystedt 2025-10-07T08:21Z 39K followers, 5133 engagements

"Strong demand for ABF substrates for AI chips has Taiwans Unimicron looking for potential joint venture partners and planning to spend NT$15-NT$20 billion (US$500 to $XXX million) per year over the next 2-3 years to expand capacity media report citing Unimicrons chairman who added sales will likely rise 8%-10% this year. ABF (Ajinomoto Build-up Film). $TSM $NVDA $AMD $AVGO #unimicron #semiconductors #semiconductor"
X Link @dnystedt 2025-06-18T00:27Z 38.9K followers, 4145 engagements

"5/8 Taiwans Big X the OGs of the AI server trend. September Revenue Foxconn NT$837.1 billion +14.2% year-on-year Wistron NT$203.4 billion +109.9% Quanta NT$184.1 billion +18.7% Wiwynn NT$86.3 billion +150.2% Inventec NT$60.6 billion +7.7% Gigabyte NT$28.0 billion +4.7% #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
X Link @dnystedt 2025-10-09T08:24Z 39K followers, XXX engagements

"2/2 TSMCs top platform by revenue High Performance Computing took over from Smartphones in 1st quarter (Q1) 2022 and hit XX% of revenue in 2Q 2025. Apple accounted for XX% of TSMCs revenue in 2024 but it may not be enough in 2025. Apple has been TSMCs top customer for over a decade. $NVDA $AAPL $TSM #semiconductors #semiconductor"
X Link @dnystedt 2025-10-15T00:43Z 39K followers, 2364 engagements

"South Koreas semiconductor exports rose XXXX% year-on-year to US$8.85 billion in the first 20-days of June due to rising unit prices media report as overall exports rose XXX% to US$38.67 billion. Chip exports accounted for XXXX% of exports. $MU $HXSCL $SSNLF #SKhynix #Samsung #semiconductors"
X Link @dnystedt 2025-06-24T00:15Z 39K followers, 4518 engagements

"Rumor: Nvidia has approached a number of Taiwan machine tool and key component makers to join its humanoid robot supply chain including Hota Industrial Chieftek Hiwin media report citing unnamed industry sources . Nvidia will also reportedly set up a robot assembly base in Taiwan. $NVDA #semiconductors #semiconductor"
X Link @dnystedt 2024-12-02T02:38Z 39K followers, 96.2K engagements

"ASE Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million) to add new advanced packaging capacity as currently full media report due to strong demand for AI and HPC (high performance computing) chip packaging (2.5D 3D wafer-level packaging). ASE expects US$1 billion more revenue from advanced packaging than last year. It is also rapidly expanding advanced test capacity. $ASX $AMKR $TSM #semiconductors"
X Link @dnystedt 2025-08-12T07:40Z 38.9K followers, 7045 engagements

"7/8 U.S. AI giants announced massive new data center investments including OpenAIs five new sites under Stargate and xAIs Colossus X (Elon Musk) Were working to build as much compute as we can as quickly as we can over the next few years said OpenAI President Greg Brockman. We believe that the world continues to underestimate AI demand: were already compute bottlenecked on launching new features and exponential progress of model capability continues"
X Link @dnystedt 2025-10-09T08:25Z 39K followers, XXX engagements

"Apples $XXX billion US manufacturing plan highlights semiconductors: Apple will work with Texas Instruments to install chip production tools in Lehi Utah and build a new facility in Sherman Texas with equipment from US giant Applied Materials; silicon wafers from GlobalWafers (Sherman Texas facility); and silicon from Corning Apple said. 1/5 $AAPL $TXN $AMAT $GLW #semiconductors"
X Link @dnystedt 2025-08-06T23:47Z 38.9K followers, 35.5K engagements

"Taiwans semiconductor exports in September rose XXXX% year-on-year to $XXXXX billion while imports of semiconductor equipment rose XXXX% year-on-year to US$3.55 billion and in the 3rd quarter equipment imports rose XXXX% to $XXXXX billion"
X Link @dnystedt 2025-10-14T01:16Z 39K followers, 4440 engagements

"Nanya Technology the DRAM memory chip maker saw August revenue soar XXXXX% year-on-year to NT$6.76 billion a 43-month high as DDR4 and DDR5 DRAM prices rose media report. $MU $HXSCL $SSNLF #Semiconductors"
X Link @dnystedt 2025-09-04T02:07Z 39K followers, 4050 engagements

"TSMCs massive GigaFab (Fab 22) in Kaohsiung south Taiwan may add another fab to total six for the most advanced 1.4nm (A14) production process media report with the total investment to exceed NT$1.5 trillion (US$50 billion). 1/5 $TSM $AAPL $QCOM $NVDA #AMD #semiconductors #Taiwan"
X Link @dnystedt 2025-10-07T00:59Z 39K followers, 7037 engagements

"Samsung Electronics announced 3rd quarter earnings guidance that beat expectations: Revenue XX trillion won vs expected XXXXX T Operating profit XXXX T vs expected XXX T its highest in over 3-years (Q2 2022) 1/2 #Samsung #SKhynix $MU $NVDA $TSLA #semiconductors"
X Link @dnystedt 2025-10-14T01:13Z 39K followers, 5129 engagements

"4/14 Importance of computing hardware OpenAI President Greg Brockman: Years ago. we really saw if you scale it by 2x then suddenly your agent is 2x better and its like okay we have to push this to the limit"
X Link @dnystedt 2025-10-14T06:43Z 39K followers, 2051 engagements

"2/8 This year particularly in the last six months demand of computing has gone up substantially Nvidia CEO Jensen Huang told CNBC on Wednesday. Demand for Blackwell is really really high he added. $NVDA #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
X Link @dnystedt 2025-10-09T08:22Z 39K followers, XXX engagements

"TSMC will break ground on its first 1.4nm (14 Angstrom) fab in Taichung Taiwan by end-2025 with mass production in the 2nd half-2028 media report noting the A14 process will be developed at TSMCs R&D fab in Hsinchu (BaoShan) Fab XX. The Taichung fab Fab XX has already started recruiting and construction permits for 3-buildings were issued at end-August. 1/2 $TSM $ASML $AMAT $KLAC $LRCX #semiconductors"
X Link @dnystedt 2025-10-14T02:13Z 39K followers, 13.7K engagements

"AI server maker Gigabyte Technology has already started shipping Nvidia GB300-based AI servers its chairman said media report and recent AI server shipments overall have been very good. Some major clients like Nebius and CoreWeave have recently won big orders. Shipments of Nvidia RTX XX high-end graphics cards have also been strong. $NVDA #gigabyte #AIservers #GB300 #Semiconductors"
X Link @dnystedt 2025-09-19T01:28Z 38.9K followers, 9786 engagements

"Strong demand for Nvidia Blackwell-based AI servers sent August revenue at Taiwan's Big X makers up a combined XXXX% year-on-year to NT$1.11 trillion (US$36.6 billion). 1/7 $NVDA $TSM $AVGO $AMD $SMCI #AIservers #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
X Link @dnystedt 2025-09-14T06:23Z 38.9K followers, 34.9K engagements

"The Magic Touch in Semiconductors: Oct. 6: AMD stock +23.7% to $XXXXXX after OpenAI announces deal for AI chips may buy up to XX% of AMD shares Sep. 18: Intel stock +22.8% to $XXXXX after Nvidia announces $X billion stake co-development deal $AMD $INTC $NVDA #openai"
X Link @dnystedt 2025-10-07T01:28Z 39K followers, 7030 engagements

"Nvidias main chip testing partner in Taiwan KYEC will begin testing next-generation Rubin AI chips by the end of this year media report and has continued to win major testing orders for Nvidias most advanced chips for GB200 and GB300 in addition to Rubin. $NVDA #Rubin #semiconductors #KYEC"
X Link @dnystedt 2025-10-13T00:32Z 39K followers, 12.3K engagements

"Rumor: Strong demand for AI servers led Dell to add Compal Electronics as a new server partner in Taiwan media report adding Dell has placed orders worth hundreds of billions of Taiwan dollars (NT$100 billion = US$3.3 billion) with deliveries to begin in the 2nd half of the year. Dell is cited as the reason for Compals US$300 million investment in a North America server factory. 1/2 $DELL $NVDA #compal"
X Link @dnystedt 2025-09-24T01:29Z 39K followers, 7181 engagements

"TSMC Q3 Earnings Preview: Record Highs & AI Boom Await Thursday October XX 2pm in Taiwan Market Expectations (NT$) Revenue: NT$989.9B (confirmed) Beat guidance fresh record high Net Profit: NT$410.58B NT$415.4B Market Expectations (US$) Revenue: $31.5B EPS: $XXXX TSMC Guidance Revenue: US$31.8B $33.0B Gross Margin: XXXX% XXXX% (beat expected) Operating Margin: XXXX% XXXX% Top Analyst Questions (from media & reports): Geopolitics: Tariffs China rare earths risks US Pressure: More investments Intel partner/invest rumors Taiwan Dollar Strength: Impact on earnings & sales Full-Year Outlook: Raise"
X Link @dnystedt 2025-10-15T02:27Z 39K followers, 5603 engagements

"ASE plans to invest NT$4.01 billion (US$130 million) to build a new advanced semiconductor packaging plant K18B in Kaohsiung south Taiwan media report a facility with X underground floors and X above ground with total floor area of 18300-ping (21500 square feet). $ASX $TSM $AVGO $NVDA $AMD #semiconductors #semiconductor"
X Link @dnystedt 2025-09-27T06:29Z 38.9K followers, 3520 engagements

"Nvidia GB10-based personal AI supercomputers will go on sale in October from several PC vendors including Dell HP Acer Asustek Gigabyte MSI media report noting pre-orders for Nvidias DGX Spark Founders Edition have officially ended. $NVDA $DELL $HPQ #semiconductors"
X Link @dnystedt 2025-09-30T01:40Z 39K followers, 4996 engagements

"Nvidia has increased orders XX% for 800G optical communication modules in 2026 as optical begins to replace copper wires in AI data centers (light in copper out) media report noting Jensen Huang showed off Nvidias silicon photonics networking products Spectrum-X and Quantum-X at Computex Taipei 2025 in June. 1/2 $NVDA $COHR $LITE $AVGO $AAOI #Semiconductors"
X Link @dnystedt 2025-10-09T00:22Z 39K followers, 28.2K engagements

"Apple Rumors: AirPods Pro 3: with H3 chip with heart rate monitor temperature sensor; expected that Taiwans Foxconn to be the main supplier for Apple media report. Apple AI glasses: Foxconn and Quanta Computer are seen as the major assembly partners with parts potentially from HTC Taimide Genius Optical Young Optics more. $AAPL #Foxconn #Quanta"
X Link @dnystedt 2025-06-17T01:26Z 39K followers, 20.8K engagements

"2/2 Quanta has expanded server production in the US Thailand Mexico to meet strong demand and continues to hire in those areas. He said Quanta remains bullish on AI server demand through 2027. Tariffs have forced Quanta to focus investments on its California Tennessee and Mexico operations this year with Mexico shipments to start in early 2026. $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers"
X Link @dnystedt 2025-09-13T06:22Z 38.9K followers, 14.4K engagements

"China has cracked down on Nvidia and other high-end U.S. AI chip imports stepping up customs inspections at ports across the nation the FT reports to force local companies to stop using American technology and help Beijing win the AI race. $NVDA $AMD $AVGO $INTC #semiconductors"
X Link @dnystedt 2025-10-10T05:58Z 39K followers, 28.8K engagements

"2/2 Commercial Times graphic shows Alchip and Marvell as Amazons current former ASIC partners"
X Link @dnystedt 2025-08-14T01:44Z 39K followers, 5196 engagements

"Links: Headline: Huawei caught using TSMC to make its AI processors Bloomberg:"
X Link @dnystedt 2025-10-04T08:01Z 39K followers, 14.2K engagements

"3/3 US export controls should keep such advanced chips from being delivered to Huawei but Huawei used other companies to purchase the chips in its place. Huawei was able to stockpile XXX million chip die in this manner as well as the memory chips to go along with them"
X Link @dnystedt 2025-10-04T08:01Z 39K followers, 10.4K engagements

"TSMC has received fresh follow-on orders for Apples iPhone XX amid better-than-expected demand media report and with new Apple laptops and Vision Pro chips TSMCs advanced capacity is completely full. 1/3 $AAPL $TSM #Semiconductors"
X Link @dnystedt 2025-10-13T00:47Z 39K followers, 11.6K engagements

"2/2 While TSMCs A14 process wont adopt ASMLs High-NA EUV TSMC is said to be planning to buy over XX EUV lithography machines in 2027 presumed to be in preparation for mass production in Taichung. The technical maturity of current EUV equipment and cost considerations mean TSMC will use more complex multi-patterning techniques instead of High-NA EUV. $TSM $ASML"
X Link @dnystedt 2025-10-14T02:13Z 39K followers, 3904 engagements

"2/14 More than a chip: Sam: as we realized we were going to really need the whole system together to support this its just gotten more and more complex it turns out Broadcom is also incredible at helping design systems. So we are working together on that entire package"
X Link @dnystedt 2025-10-14T06:42Z 39K followers, 2068 engagements

"5/7 The seasonally strongest time of year is now: September through December"
X Link @dnystedt 2025-09-14T06:26Z 38.9K followers, 1811 engagements

"From Nvidia:"
X Link @dnystedt 2025-10-15T06:30Z 39K followers, 1662 engagements

"Nvidia is expected to launch the next-generation GB300 platform in mid-2025 with better performance than GB200 AI servers and fully liquid cooled media report adding a number of thermal solutions firms including Auras Tech and Asia Vital Components are expected to benefit. $NVDA #semiconductors #semiconductor"
X Link @dnystedt 2024-12-02T02:15Z 39K followers, 27.6K engagements

"Nvidia supplier Ibiden the Japan semiconductor materials giant plans to expand production of key substrates needed for AI chip advanced packaging to a total of X facilities from X now by the end of March 2026 Nikkei Asia reports citing CEO Koji Kawashima as the company expects demand for substrates used in AI servers to nearly double this fiscal year versus last year. $NVDA #Ibiden #semiconductors"
X Link @dnystedt 2025-09-22T00:56Z 39K followers, 8917 engagements

"Nvidia CEO Jensen Huang delivered the first DGX Spark desktop AI supercomputer to Elon Musk on Tuesday a US$3999 computer full of Taiwan parts including the main onboard chip GB10 developed with MediaTek and manufactured by TSMC using the 4nm process. Taiwans Acer Asustek Gigabyte MSI others will launch DGX Spark series AI desktops this year. 1/2 $NVDA $TSM $ARM #mediatek #acer #asustek #gigabyte #msi"
X Link @dnystedt 2025-10-15T01:03Z 39K followers, 4988 engagements

"Four of Taiwans biggest AI server makers reported record high September or 3rd quarter (Q3) revenue media report (1/2): September Q3 Wistron: NT$203.4 billion NT$567.8 billion +108.3% Quanta: NT$184.1 billion NT$495.3 billion +16.6% Wiwynn: NT$86.3 billion NT$266.8 billion +172.7% Inventec: NT$60.6 billion NT$176.3 billion +7.5% $NVDA $AVGO $AMD $ORCL $DELL $SMCI $GOOGL $AMZN $META $MSFT"
X Link @dnystedt 2025-10-09T00:39Z 39K followers, 12.1K engagements

"3/3 The report also says Taiwans MediaTek has won AI inference ASIC chip orders from Google and Meta (also Broadcom customers) while Marvel and Alchip have orders from Amazon AWS Microsoft and Intel"
X Link @dnystedt 2025-09-09T06:25Z 39K followers, 1283 engagements

"6/14 Big Fail for AI accelerator firms Brockman: There were all sorts of chip startups with novel approaches that were very different from GPUs and we started giving them a ton of feedback saying heres where we think things are going it needs to be models of this shape and honestly a lot of them just didnt listen to us. And so its very frustrating to be in this position where you say we see the direction the future should be going (but) we have no ability to really influence it besides just sort of trying to influence other peoples roadmaps"
X Link @dnystedt 2025-10-14T06:44Z 39K followers, 17.1K engagements

"Rumor: DRAM memory chip prices are surging in this the traditional peak season for electronics demand with 4th quarter (Q4) prices expected to spike 20%-50% over Q3 due to strong demand and tight supplies media report. Taiwan DRAM maker Nanya Technologys contract prices for DDR4 DRAM in Q3 soared XX% versus Q2 and its Q4 contracts are up XX% again. Winbond Electronics saw Q3 DDR4 prices rise XX% Q4 up 20%. $HXSCL $MU $SSNLF #SKhynix #Samsung #semiconductors"
X Link @dnystedt 2025-09-11T01:14Z 39K followers, 24.3K engagements

"OpenAI Broadcom Podcast Interview on custom chip tie-up. Sam Altman: To zoom out a little bit if you simplify what we do in this whole process you know melt sand run energy through it and get intelligence out the other end 1/14 $AVGO $TSM $NVDA $AMD #OpenAI"
X Link @dnystedt 2025-10-14T06:42Z 39K followers, 15.1K engagements

"DRAM chip price rise: The contract price of mainstream DDR5 DRAM chips for October are up 10%-15% over September while spot prices are seen up 15%-25% media report adding DDR4 October contract prices are up XX% and spot prices up over 15%. $MU $SSNLF $HXSCL #semiconductors #SKhynix #Samsung"
X Link @dnystedt 2025-09-19T01:30Z 39K followers, 6580 engagements

"Rumor: Dell has ordered AI server compute trays from Taiwan's Wistron with shipments of 5000 server racks this year potentially tripling to 12000 15000 racks in 2026 media report adding Wistron also joined Ciscos CSP ASIC switch supply chain. $DELL $CSCO #Wistron #AIservers"
X Link @dnystedt 2025-10-01T02:04Z 39K followers, 7742 engagements

"2/2 The report also notes TSMCs entire 5nm capacity is full due mainly to mass production of Nvidia B300 series GPUs headed for AI servers. The DGX Spark's GB10 chip does not use CoWoS advanced packaging so takes less time to make. $NVDA $TSM"
X Link @dnystedt 2025-10-15T01:04Z 39K followers, 4715 engagements

"TSMC is in the pilot production and validation phase of its 2nm process in two Taiwan locations Fab XX in Hsinchu (BaoShan) and Fab XX in Kaohsiung media report with the yield rate nearly at 70%. Mass production is expected by year-end with output increasing by mid-2026. Capacity is fully sold out for 2026 and is seen at 100000 wafers-per-month (wpm). 1/2 $TSM $ASML $NVDA $AMD"
X Link @dnystedt 2025-10-13T00:31Z 39K followers, 19.9K engagements

"Chinas Huawei says 5nm 7nm semiconductor production technology isnt important because computing power really counts and Huawei Clouds computing power is already 3-times that of Nvidias H20 chip media report citing Huawei Cloud CEO Zhang Pingan. 1/3 $TSM #semiconductors #Huawei"
X Link @dnystedt 2025-10-04T07:58Z 39K followers, 111.1K engagements

"3/3 Under current law investors in public infrastructure projects can get: -5-year exemption from corporate income tax -income tax credits for investment expenditure -Customs duty reductions on imported machinery -Reductions in land value tax -Income tax credits on taxes payable for stock investments"
X Link @dnystedt 2025-10-13T04:17Z 39K followers, 3410 engagements

"Nvidia may top Apple as TSMCs biggest customer this year accounting for 19-21% of TSMCs total revenue media report noting Nvidia AI chips and gaming GPUs now take up half of all TSMC CoWoS advanced packaging capacity. 1/2 $NVDA $AAPL $TSM #Semiconductors"
X Link @dnystedt 2025-10-15T00:42Z 39K followers, 6516 engagements

"Japan photomask giant Dai Nippon Printing (DNP) began R&D work in Eindhoven Netherlands on co-packaged optics (CPO) technology aimed at reducing power consumption in AI data centers Nikkei Asia reports. DNP is working with the Netherlands Organization for Applied Scientific Research (TNO) and other startups to speed up CPO development. It is focused on technology that forms fine optical wiring on chip package substrates. #Semiconductors $TSM $NVDA #DNP #Japan #Netherlands"
X Link @dnystedt 2025-09-03T02:00Z 39K followers, 4078 engagements

"11/14 OpenAI Chip Roadmap Hock: ChatGPT-5 X X on and on and each of them will require a different chip a better chip a more developed chip advanced chip that we havent even begun to figure out how to get there. But we will. its really incumbent on us to keep optimizing pushing the envelope on leading-edge technology and theres still room to growas we go to 2-nanometers going forward as we start doing all kinds of different technology it is really great exciting times especially for hardware and the semiconductor industry. OpenAI will begin to deploy the chips in late 2026"
X Link @dnystedt 2025-10-14T06:47Z 39K followers, 1565 engagements

"Samsung Electronics Chairman Jay Lee joined a South Korean team for an 8/25 meeting between US President Trump and South Korean President Jae-myung Lee media report raising talk Samsung will invest in Intel Corp. to win favor with the Trump administration. $INTC $SSNLF #Samsung #semiconductors #semiconductor"
X Link @dnystedt 2025-08-25T01:39Z 39K followers, 16.5K engagements

"Nvidia CEO Jensen Huang for the 1st time named several supply chain partners in Taiwan media report including semiconductor packaging and testing firms SPIL (Siliconware Precision a subsidiary of ASE Technology) and testing firm KYEC (King Yuan Electronics Co.) in addition to TSMC and AI server and systems makers Foxconn Quanta Computer Wiwynn. $TSM $NVDA $ASX $HXSCL $MU #semiconductor #semiconductors"
X Link @dnystedt 2024-11-22T02:11Z 38.9K followers, 35.2K engagements

"Unimicron a major PCB and IC substrate maker (ABF BT) raised its 2025 capex to NT$20.6 billion (US$700 million) from NT$18.6 billion and estimated next years capex at NT$19.4 billion citing customer demand and market conditions media report noting tight supplies and rising prices for ABF and BT substrates used in chip packaging for AI and other chips. $NVDA #semiconductors #semiconductor"
X Link @dnystedt 2025-07-30T01:50Z 38.9K followers, 5405 engagements

"The Taiwan governments internet network has suffered an average XXX million cyber attacks per day so far in 2025 focused on critical infrastructure global cooperation national defense and energy and systematic attacks against the medical system media report citing the National Security Bureau. The figure marks a XX% increase from XXX million per day last year when attacks doubled from XXX million in 2023. China is the main suspect"
X Link @dnystedt 2025-10-14T01:35Z 39K followers, 6286 engagements

"12/14 Bigger and bigger clusters Sam: The first cluster OpenAI had the first one that I can remember the energy size for was 2-megawatts (2MW). I dont remember when we got to 20MW but I remember when we got to 200MWand we will finish this year a little bit over 2-gigawatts (2GW). And these recent partnerships will take us close to 30GW"
X Link @dnystedt 2025-10-14T06:47Z 39K followers, 9774 engagements