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@dnystedt Avatar @dnystedt Dan Nystedt

Nvidia CEO Jensen Huang recently visited Taiwan, highlighting strong demand for AI-related chips and expressing his respect for TSMC and other partners. He also mentioned that Nvidia is working with various Taiwanese companies, including Foxconn, Quanta, and Wistron, to meet the surging demand for AI servers. TSMC is investing heavily in new technologies, including a 1.4nm semiconductor fab, and has seen significant growth in export orders.

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Social Influence

Social category influence stocks #3804 technology brands XXXXX% countries XXXXX% finance XXXX% currencies XXXX% fashion brands XXXX% cryptocurrencies XXXX% products XXXX% exchanges XXXX% travel destinations XXXX%

Social topic influence ai #5631, $nvda #107, taiwan #590, nvda #33, $tsm #4, $avgo #79, $amd #22, samsung #3250, $asx #3, ceo #1564

Top accounts mentioned or mentioned by @zackeiseman @cyberethanai @william_r2rclub @cobinstrietelm1 @grok @diamhanz @bullmeechum3 @rybar_pacific @ascrmmc @rwang07 @jukan05 @ezmoniesking @antithetoscptl @tshirtnjeans2 @deenobrown123 @robinwonglw @kakashiii111 @omercheeema @garrls0n @cobus27

Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) ASE Technology Holding Co., Ltd. (ASX) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Intel Corporation (INTC) Apple, Inc. (AAPL) Amkor Technology Inc (AMKR) QUALCOMM, Inc. (QCOM) Microsoft Corp. (MSFT) Metadium (META) Amazon.com, Inc. (AMZN) Applied Materials, Inc. (AMAT) KLA Corp (KLAC) Lam Research Corporation (LRCX) Marvell Technology Inc (MRVL) Dell Technologies, Inc. (DELL) United Microelectronic Corp. (UMC) Tesla, Inc. (TSLA) Astera Labs, Inc. Common Stock (ALAB) Synopsys, Inc. (SNPS)

Top Social Posts

Top posts by engagements in the last XX hours

"A few issues if Nvidia is to resume H200 sales to China: X. H200 is made on TSMC's N4 production process which is currently fully utilized. X. H200 uses TSMC CoWoS advanced packaging also fully utilized. X. H200 was made for much more powerful HBM3e AI memory chips currently restricted by US for sale to China. Easy to change regulations but. HBM3e open as well now"
X Link 2025-12-09T01:51Z 40.8K followers, 58.1K engagements

"SK Hynix will invest XXX trillion won (US$407 billion) in its Yongin semiconductor campus in South Korea media report up from an original plan of XXX trillion or XX trillion each for four fabs. Bigger fabs and expensive production line equipment are key reasons for the change as the clean room area of the first fab already being built was expanded by over 50%. Bigger clean rooms can hold more production machinery such as ASML EUV lithography machines but also command high prices. SK Hynix sees expansion as necessary to maintain its dominance in AI memory chips. Its monthly DRAM production is"
X Link 2025-12-06T05:41Z 40.8K followers, 37.8K engagements

"TSMCs revenue in November rose XXXX% year-on-year to NT$343.61 Bln (US$11.23 B) its third highest single month ever. November revenue was down XXX% from October its best month ever at NT$367.47 B. 1/3 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor"
X Link 2025-12-10T05:45Z 40.8K followers, 4769 engagements

"Taiwans Big X AI server makers saw their best combined monthly revenue ever in November NT$1.50 trillion up XXXX% over last year as shipments of Nvidia Blackwell and Blackwell Ultra-based servers (GB200/GB300) rise each month. 1/10 $NVDA $DELL $TSM"
X Link 2025-12-11T05:10Z 40.8K followers, 18.2K engagements

"5/10 Taiwans Big X November revenue: Foxconn NT$844.3 billion +25.5% year-on-year Wistron NT$280.6 billion +194.6% Quanta NT$192.9 billion +36.5% Wiwynn NT$96.9 billion +158.6% Inventec NT$52.2 billion -XXXX% Gigabyte NT$30.7 billion +38.2%"
X Link 2025-12-11T05:12Z 40.8K followers, XXX engagements

"6/10 Wistrons revenue saw the biggest spike in November also up XXXX% over October revenue of NT$185.1 billion on strong GB300-based server shipments. During its 3rd quarter call Wistron guided 4th quarter revenue to beat Q3 and Q1 next year to be flat with Q4 which would again defy seasonality for a big year-on-year increase. From 2018-2024 first quarter revenue fell over XX% from Q4 mainly due to the end of holiday-related shipments. The AI server trend is a whole new ball game. Welcome to the new normal. Inventec is the only firm among the Big X to see a November decline noteworthy because"
X Link 2025-12-11T05:13Z 40.8K followers, XXX engagements

"Powertech Technology will begin packaging HBM3E memory chips for a major US client by the end of next year media report saying reports of the deal propelled its stock XXXX% to a 16-year high NT$152.5. Powertech is Taiwan's 2nd biggest OSAT chip assembly firm. $MU #semiconductors"
X Link 2023-12-19T00:43Z 40.8K followers, 4791 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 2024-01-03T02:04Z 40.8K followers, 23.1K 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 2024-06-24T01:06Z 40.8K followers, 144.2K 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 2024-08-16T11:47Z 40.8K followers, 36.5K engagements

"TSMCs entry into glass substrates competition with Intel and Samsung has prompted Taiwan chip equipment makers to form an alliance to develop machinery for the substrates media report noting glass substrates are necessary to help deal with heat given off by Nvidias AI chips. The alliance is called the E-core System Alliance of Glass Substrate Suppliers (translation). TSMC is also working on FOPLP (Fan-Out Panel Level Packaging) for Nvidia. $TSM $NVDA $INTC #Samsung #semiconductors"
X Link 2024-08-29T01:39Z 40.8K followers, 15.8K engagements

"Super Micro Computer halted construction of a new factory in Malaysia prompting Malaysias YTL Corp. to transfer orders for Nvidia GB200 NVL72 AI servers to Taiwans Wiwynn media report noting the original order was for a super large AI data center. Its the first substantial order transferred by a Super Micro client to a Taiwan firm the report says. $SCMI $NVDA #AIserver #semiconductor"
X Link 2024-11-11T02:05Z 40.8K followers, 83.3K engagements

"Microsoft said its custom AI chip Maia is already in use on Azure OpenAI and it plans to launch X more custom AI chips media report adding TSMC will likely manufacture the chips while contract chip designer Global Unichip will likely win some engineering work on the chips. 1/2 $MSFT $TSM #GUC #semiconductors #semiconductor"
X Link 2024-11-21T01:26Z 40.8K followers, 12.1K 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 2024-12-02T02:38Z 40.8K followers, 96.3K engagements

"TSMC may be able to double CoWoS advanced packaging capacity to 75000 wafers-per-month by mid-2025 around 6-months earlier than expected by converting plants bought from display maker Innolux and working with partners like ASE and Amkor media report noting.1/2 $TSM $ASX $AMKR $NVDA $AMD $AVGO #semiconductors #semiconductor"
X Link 2025-01-02T01:35Z 40.8K followers, 42.9K engagements

"Nvidias plan to develop customized ASIC chips at a proposed Taiwan R&D center has local chip designers worried their top engineers may be lured into working for the AI giant media report noting MediaTek Alchip Technologies Global Unichip and other chip design houses are bracing for 2025. $NVDA #semiconductor #semiconductors"
X Link 2025-01-02T01:39Z 40.8K followers, 53.9K engagements

"Nvidia CEO Jensen Huang will visit TSMC today in Taiwan to talk about CoWoS packaging and CPO (co-packaged optics) before heading to the opening ceremony of a new semiconductor packaging plant owned by ASE Technology subsidiary SPIL in Taichung central Taiwan media report adding SPIL is expected to begin doing CoWoS packaging work for Nvidia. $NVDA $TSM $ASX #semiconductors #cowos"
X Link 2025-01-16T02:52Z 40.8K followers, 12K engagements

"Nvidia is ordering more CoWoS-L advanced semiconductor packaging from TSMC a change from CoWoS-S but not an order reduction Reuters reports citing CEO Jensen Huang at a plant opening ceremony by a subsidiary of ASE Technology in Taichung Taiwan. 1/3 $NVDA $ASX $TSM #semiconductors"
X Link 2025-01-17T01:45Z 40.8K followers, 30.5K engagements

"Nvidia CEO Jensen Huang said Nvidia and TSMC are currently working on a joint silicon photonics research project but results will take a few years time media report. Thread 1/3 $NVDA $TSM #semiconductors #AIservers"
X Link 2025-01-19T02:26Z 40.8K followers, 46.4K engagements

"Micron Technology has boosted orders for DRAM chip packaging and testing by XX% to partner Powertech Technology as Micron uses its own production lines for HBM (high bandwidth memory) to meet massive demand from AI clients media report. Taiwan is Microns biggest overseas operating base with around XX% of its DRAM capacity. $MU $HXSCL $SSNLF $NVDA $AVGO #Samsung #semiconductors #semiconductor"
X Link 2025-03-17T02:13Z 40.8K followers, 18.2K engagements

"Microsoft and Meta have both turned to Taiwan contract chip designer Global Unichip (GUC) for work on their ASIC chips including TSMC CoWoS-R advanced packaging media report citing unnamed supply chain sources and adding GUC taped-out 2nm test chips at TSMC in Q3 last year and won verification on 3nm interconnect IP in Q1 this year. 1/3 $MSFT $META $TSM #semiconductors"
X Link 2025-06-27T00:14Z 40.8K followers, 36K 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 2025-07-30T01:50Z 40.8K followers, 5432 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 2025-08-04T00:44Z 40.8K followers, 28.3K engagements

"Taiwan AI server giants Quanta Wistron Inventec say most of their exports to the US are currently not impacted by the XX% reciprocal tariff rate applied to Taiwan media report since AI servers fall under US Section XXX and are temporarily exempted due to the Section XXX review. 1/2 $AMZN $GOOGL $MSFT $META $TSLA #aiservers #Semiconductors"
X Link 2025-08-05T01:25Z 40.8K followers, 14.7K 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 2025-08-12T07:40Z 40.8K followers, 7088 engagements

"Three of Taiwans top AI server manufacturers announced nearly US$600 million in new or increased USA investments media report: -Compal Electronics: US$300M for server production -Quanta Computer: $170M to expand AI server production; $50M for quantum computing -Wistron: $62.5M to renovate a plant in Dallas Texas. #Texas #AIservers #semiconductors"
X Link 2025-08-13T00:44Z 40.8K followers, 9188 engagements

"Surging demand for Nvidia Blackwell-based AI servers sent July revenue at Taiwan's Big X makers up a combined XXXX% year-on-year to NT$1.13 trillion (US$37.7 billion). Thread: 1/6 The Big 6: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. $NVDA $TSM #AIservers"
X Link 2025-08-13T08:06Z 40.8K followers, 35.5K engagements

"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 2025-08-14T01:43Z 40.8K followers, 28.1K engagements

"2/2 Commercial Times graphic shows Alchip and Marvell as Amazons current former ASIC partners"
X Link 2025-08-14T01:44Z 40.8K followers, 5252 engagements

"Prices of DDR4 DRAM memory chips prices continue to rise as smaller player Nanya Technology hiked prices 11%-16% for August contracts and expects another double-digit increase in the 4th quarter media report citing unnamed supply chain sources. SK Hynix Samsung Micron all announced plans earlier this year to phase out DDR4 production in favor of next-gen DDR5 causing stockpiling. The DDR4 supply gap in the 2nd half of this year is estimated at XX% to 15%. $HXSCL $MU $SSNLF #SKhynix #Samsung #semiconductors"
X Link 2025-08-18T00:28Z 40.8K followers, 6135 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 2025-09-03T02:00Z 40.8K followers, 4098 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 2025-09-09T00:46Z 40.8K followers, 3391 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 2025-09-11T01:14Z 40.8K followers, 25.1K 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 2025-09-13T06:22Z 40.8K followers, 125.5K engagements

"ASE Technology the chip packaging giant plans to install a fully automated 310x310mm PLP (Panel-Level-Packaging) advanced packaging trial production line and has asked for delivery by year-end from equipment makers and materials vendors media report. $ASX #Semiconductors"
X Link 2025-09-17T01:17Z 40.8K followers, 6873 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 2025-09-22T00:56Z 40.8K followers, 8969 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 2025-09-24T01:29Z 40.8K followers, 7201 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 2025-10-04T08:02Z 40.8K followers, 3995 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 2025-10-09T08:21Z 40.8K followers, 15.2K engagements

"Googles latest Axion CPU chip will be manufactured using TSMCs 3nm process technology and aided by Taiwans Global Unichip a custom ASIC chip designer media report. Googles latest AI server chip the TPU V7P is designed with partner Broadcom and also uses TSMC 3nm. $GOOGL $TSM $ARM $AVGO #semiconductors"
X Link 2025-10-21T01:23Z 40.8K followers, 15.8K engagements

"Taiwans Pegatron will begin mass production of AI servers in Texas in March 2026 including Nvidia GB300 & B300-based AI servers media report adding it bought factory and land in the Blue Springs Business Park for US$30.7 million. $NVDA #Pegatron #AIservers #GB300"
X Link 2025-10-29T05:44Z 40.8K followers, 3904 engagements

"2/2 The market researcher said next year a X% increase in global server shipments and move to use more powerful chips (GPUs ASICs) will further boost the need for DDR5 DRAM chips.$NVDA $MU $HXSCL $SSNLF #SKhynix #Samsung #semiconductors"
X Link 2025-10-30T00:48Z 40.8K followers, 2812 engagements

"Intel is in talks to acquire SambaNova Systems the AI chip developer in a deal likely below its US$5 billion valuation from a 2021 funding round Bloomberg reports. Intel CEO Lip-Bu Tan is SambaNovas executive chairman. His investment firm Walden International was an early investor. Intel Capital is an investor in SambaNova. $INTC #semiconductors"
X Link 2025-10-31T00:17Z 40.8K followers, 30.4K engagements

"ASE Technology said 2025 advanced semiconductor packaging & testing revenue will hit US$1.6 billion and in 2026 grow XX% on strong demand for GPU/ASIC AI chips media report citing the CFO on ASEs Q3 call. He said ASE will raise 2025 capex by $X billion primarily for wafer testing. ASE expects packaging/test revenue to rise XX% this year up from an earlier XX% estimate. (Note: 2025 capex likely US$4-$5 billion). $ASX $KLAC $AMAT $NVMI $CAMT #semiconductors"
X Link 2025-10-31T01:35Z 40.8K followers, 11.1K engagements

"Related: GlobalWafers Chair Doris Hsu said silicon wafer demand shows AI-related chips remain hot while mature chip processes remain sluggish. GlobalWafers is the worlds 3rd biggest silicon wafer maker behind Japans Shin-Etsu and Sumco"
X Link 2025-11-05T00:26Z 40.8K followers, 3092 engagements

"Taiwan memory chip maker Winbond Electronics sees capex at NT$7.5 billion this year and over NT$40 billion (US$1.3 billion) between 2026 and 2027 as it expands capacity for NAND Flash and Customized Memory Solution (CMS) media report. $KLAC $LRCX $AMAT $TOELY #Semiconductors"
X Link 2025-11-06T00:00Z 40.8K followers, 5938 engagements

"Wiwynn will begin AI server production at its first US plant (El Paso Texas) this December media report citing Chair Emily Hong. Staff from Wiwynns Mexico operations will be at the facility to help ramp up production quickly to meet massive orders from clients she said. The Taiwan companys Mexico and Texas plants are within 30-minutes of each other. Wiwynn builds servers mainly for giant cloud service providers (CSPs). $AMZN $GOOGL $MSFT $META #AIservers"
X Link 2025-11-07T00:35Z 40.8K followers, 3727 engagements

"Price hikes on a range of materials used in semiconductor production including ABF and BT substrates T-Glass more have boosted Taiwan makers amid tight supplies and capacity media report with Unimicron Kinsus Interconnect and Nanya PCB all reporting monthly and annual revenue growth in October. Kinsus +39.8% and Nanya PCB +41.7% reported the strongest year-on-year revenue growth. Substrate prices are set to move higher as the latest AI chips require substrate size and layer count increases. $NVDA $AMD $AVGO #semiconductors"
X Link 2025-11-11T01:07Z 40.8K followers, 5568 engagements

"Gigabyte Technology a smaller yet prominent AI server maker in Taiwan said shipments of Nvidia GB200 and GB300-based servers have been smooth and GB-based servers will account for XX% of its AI server revenue in the 4th quarter media report adding it forecast double-digit shipment growth for AI servers in 2026 as it has strong visibility through end-2026. AI servers will make up XX% of company revenue this year and XX% of server business revenue. $NVDA $AMD $AVGO #AIservers #Semiconductor"
X Link 2025-11-15T05:31Z 40.8K followers, 5020 engagements

"OpenAI will work with Foxconn to co-design and build AI servers and related components like power networking and cooling systems in the USA media report a deal that will give OpenAI early access to Foxconn AI products and an option to buy. The deal is part of OpenAIs efforts to boost production to meet AI demands #OpenAI #Foxconn #AIservers"
X Link 2025-11-21T07:29Z 40.8K followers, 6941 engagements

"Foxconn (Hon Hai): :"
X Link 2025-11-21T07:29Z 40.8K followers, 2050 engagements

"Foxconn and partner NCP will build one of the first Nvidia GB300-based data centers in Asia in the 1st half of 2026 in Taiwan with 10000 of Nvidias latest AI chips inside media report a US$1.4 billion investment to serve AI needs of businesses in Taiwan. $NVDA #Foxconn #GB300"
X Link 2025-11-21T07:30Z 40.8K followers, 10.4K engagements

"Foxconn (Hon Hai):"
X Link 2025-11-21T07:30Z 40.8K followers, 2287 engagements

"ASE Technology announced X more expansion projects in Taiwan as it rushes to build advanced semiconductor packaging capacity to meet demand for AI chips media report spending NT$4.32 billion for land in an industrial park in Chungli north Taiwan and a joint development project in Kaohsiung (Nanzih) south Taiwan. Last month ASE broke ground on its K18B plant. $ASX $AMKR #Semiconductors"
X Link 2025-11-25T02:09Z 40.8K followers, 5106 engagements

"Apple may top Samsung as the worlds biggest smartphone maker in 2025 its first title since 2011 due to strong demand for iPhone XX and a strong replacement cycle media report citing Counterpoint Research. Apple is expected to hold the title through 2029. $AAPL $SSNLF #Samsung #iPhone"
X Link 2025-11-26T04:07Z 40.8K followers, 5470 engagements

"South Korean cloud giant Naver is buying crypto firm Dunamu (Upbit) in a US$10.3 billion deal media report and will then invest XX trillion won (US$6.8 billion) in AI and blockchain technology to create new fintech and AI applications. #Naver #Dunamu #Upbit #Korea #AI"
X Link 2025-11-27T01:16Z 40.8K followers, 8691 engagements

"Nvidia CEO Jensen Huang is in Taipei with his wife and daughter on a quiet Thanksgiving trip media report his 5th visit to Taiwan this year and just a few weeks after attending TSMCs Sports Day (11/7). He will reportedly visit TSMC founder Morris Chang. Jensen was seen at favorite eateries; Flower Restaurant () in Taipei and a Siping Street preserved fruit seller. $NVDA $TSM #Semiconductors"
X Link 2025-11-28T01:10Z 40.8K followers, 330.2K engagements

"Google TPU fever sent shares of Taiwans MediaTek up XX% last week its best weekly gain in 23-years media report as Googles success with the AI chips casts a glow on suppliers. MediaTek is one of Googles TPU chip design partners. $GOOGL $AVGO #mediatek #semiconductors"
X Link 2025-11-29T11:48Z 40.8K followers, 12.1K engagements

"Marvell may have the most interesting 3rd quarter report of the season on Tuesday (12/2). A global memory chip shortage has sent prices rocketing and Marvell is king of memory/storage controller chips. 1/10 $MRVL $SNDK $SIMO $RMBS $WDC $STX $MU"
X Link 2025-11-30T10:58Z 40.8K followers, 25.1K engagements

"2/10 Question is has Marvell taken care of the business that started it all and keeps cash flowing in so it can pursue other businesses The chip design giant has focused on Custom ASICs for AI data centers an also-ran to giant Broadcom. $MRVL $AVGO"
X Link 2025-11-30T10:59Z 40.8K followers, 1576 engagements

"10/10 These are the types of questions that could make Marvells 3rd quarter conference on Tuesday one of the best of the season. Unless of course all investors want to hear about is the Custom ASICs unit"
X Link 2025-11-30T11:02Z 40.8K followers, 1076 engagements

"Links: All figures in the 5/10 graphic are from Marvell Technology financial filings:"
X Link 2025-11-30T11:02Z 40.8K followers, 4616 engagements

"Nvidia is TSMCs first client for the A16 process (1.6nm) with volume production expected in 2027 in Kaohsiung south Taiwan media report adding it appears Apple will skip A16 and go directly to A14 (1.4nm) from 2nm. TSMC is also aggressively expanding 3nm capacity due to big Nvidia orders. 1/3 $NVDA $AAPL $AMAT $LRCX $ASML $KLAC $TOELY #Semiconductors"
X Link 2025-11-30T23:57Z 40.8K followers, 55.1K engagements

"2/3 The report also confirms TSMCs plans to build three additional 2nm fabs in Taiwan to keep up with brisk demand citing industry insiders that say TSMCs 2026 capex could reach US$48-$50 billion from $40-$42 billion this year. $TSM $AMAT $LRCX $ASML $KLAC $TOELY #Semiconductors"
X Link 2025-11-30T23:57Z 40.8K followers, 4236 engagements

"Before Marvell's storage unit was folded into data center its top X customers were Western Digital Toshiba and Seagate while WT Micro was major distributor. Samsung was a major Marvell customer for about the first decade Marvell was in business then fades from the record. Are you sure about Amazon I don't know know why they's effort into a chip they can buy off the shelf from several firms. And I found no reference to them having a flash controller chip. Never heard of SandForce. Makes sense that Samsung SK Hynix Micron make their own controller chips"
X Link 2025-12-01T00:19Z 40.8K followers, XXX engagements

"South Koreas general tariff rate was cut to XX% retroactive to Nov. X including on any future national security tariffs on semiconductors or pharmaceuticals after South Korea introduced legislation to implement its strategic US investment commitments media report citing US Commerce Sec. Lutnick. $HXSCL $SSNLF #SKhynix #Samsung #Semiconductors"
X Link 2025-12-02T01:35Z 40.8K followers, 5172 engagements

"TSMC Chairman C.C. Wei is in China for the chip giants Open Innovation Platform Ecosystem Forum (OIP) in Nanjing on Dec. X and will meet with Alibaba and other local chip designers media report. TSMC held its annual Technology Forum in Shanghai in June. $TSM $BABA #semiconductors"
X Link 2025-12-02T01:36Z 40.8K followers, 6949 engagements

"Pro-China garbage websites and X/Twitter accounts are spreading rumors that Japan has stopped selling photoresist used in semiconductor production to China. The Vision Times called it the first move by Japan against China in the recent Taiwan spat quietly pulling all its photoresist operations out of the mainland. Its a big claim. These are not small operations but factories in major Chinese cities Shanghai and Suzhou elsewhere run by Japanese multinationals like Shin-Etsu Chemical Mitsubishi Chemical JSR Corp. TOK. Where are videos/photos of these closed factories and 1000s of protesting"
X Link 2025-12-02T01:40Z 40.8K followers, 13K engagements

"Rumor: Google has asked AI server suppliers to speed up deliveries due to the popularity of Gemini X which launched Nov. XX media report adding Googles AI server suppliers in Taiwan including Foxconn Quanta Inventec and others are expected to benefit. $GOOGL #Gemini3 #AIservers"
X Link 2025-12-02T02:14Z 40.8K followers, 71.8K engagements

"WSTS raised it 2026 global semiconductor market forecast to US$975.5 billion up XXXX% year-on-year a leap from its prior forecast of XXX% growth. WSTS also raised its 2025 market forecast to US$772.2 billion up XXXX% year-on-year from XXXX% growth previously as the chip industry continued to outpace expectations. $NVDA $AVGO $AMD $TSM $INTC $MU $HXSCL $SSNLF #SKhynix #Samsung"
X Link 2025-12-03T01:06Z 40.8K followers, 6267 engagements

"UMC will work with US chip foundry Polar Semiconductor on the production of chips for the US market made on older 8-inch wafers as the US continues to onshore more chip production media report adding the firms will work to deliver chips for automotive data centers consumer electronics and aerospace/defense together produced at Polars fab in Minnesota. $UMC #Polar #Semiconductors"
X Link 2025-12-05T02:17Z 40.8K followers, 9472 engagements

"US senators from both major parties are working on a bill to block Nvidia from selling advanced chips to China for XX months as part of efforts to keep American AI technology out of Beijings hands the FT reports noting The Secure and Feasible Export Chips Act would prevent Nvidia from selling H200s or Blackwells to China. Senator John Kennedy said Nvidias CEO is not a credible source on what the US should export to China as he simply wants to sell more chips. 1/2 $NVDA $AMD $INTC $TSM #Semiconductors"
X Link 2025-12-05T02:18Z 40.8K followers, 8946 engagements

"US Commerce Sec. Lutnick said Taiwan should invest more than US$300 billion in the US in addition to helping train US workers in advanced semiconductor production media report as the Trump administration works to rebuild advanced semiconductor manufacturing in the US"
X Link 2025-12-05T02:19Z 40.8K followers, 36.5K engagements

"Foxconn the AI server and iPhone assembly giant said AI server shipments continued to ramp up in November and visibility for the 4th quarter is better than last month with overall performance roughly in line with market expectations. November revenue rose XXXX% year-on-year to NT$844.3 billion (US$26.9 billion) but fell XXX% from October as demand for smart consumer electronics (iPhone category) fell slightly. The pre-holiday build is winding down. Jan-Nov revenue rose XXXX% to NT$7.24 trillion. $NVDA $AAPL $AMD $AVGO $AMZN $GOOGL $META $MSFT $DELL $ORCL #AIservers #Semiconductors"
X Link 2025-12-05T08:47Z 40.8K followers, 4887 engagements

"Foxconn (Hon Hai):"
X Link 2025-12-05T08:47Z 40.8K followers, 2123 engagements

"Googles TPU chips lead production in the global supply chain against all other ASICs (NOT Nvidia AMD) and will lead through 2027 though TPUs face serious bottlenecks in CoWoS advanced packaging and memory chips media report noting Google and Nvidia are seen as the X biggest memory chip hoarders and there have been rumors Google might use Intel EMIB packaging. $GOOGL $NVDA $AVGO $MRVL $INTC #Semiconductors"
X Link 2025-12-09T00:58Z 40.8K followers, 8103 engagements

"Nvidias H200 AI chip and similar from AMD Intel others can be sold to approved customers in China and the US will collect XX% on every sale media report citing President Trump. 1/3 $NVDA $AMD $INTC #Semiconductors"
X Link 2025-12-09T01:00Z 40.8K followers, 5007 engagements

"2/5 TSMCs planned CoWoS capacity has been raised to about 127000 wafers per month (wpm) by end-2026 on strong demand from GPU and ASIC clients while rivals including ASE Amkor UMC have raised to 40000wpm from 26000 previously"
X Link 2025-12-10T01:19Z 40.8K followers, XXX engagements

"2/3 TSMCs January through November revenue rose XXXX% year-on-year to NT$3.47 trillion"
X Link 2025-12-10T05:45Z 40.8K followers, 2374 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 4th quarter: US$1 = NT$30.6 TSMC 4th quarter revenue guide: US$32.2 billion - $XXXX billion New Taiwan dollar range: NT$985.32 billion - NT$1.02 trillion $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor"
X Link 2025-12-10T05:45Z 40.8K followers, 2347 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 2025-08-04T00:19Z 40.8K followers, 42.3K engagements

"The global AI data center buildout continues to strain supply chains with PCBs (printed circuit boards) and a host of related materials now in short supply media report. PCB supplies in particular are expected to remain tight in 2026. 1/5 #AIservers"
X Link 2025-10-27T01:48Z 40.8K followers, 13.2K engagements

"Samsung Electronics 3rd quarter earnings Revenue +9% year-on-year to XXXX trillion (US$60.3 Bln) Operating profit XXXX trillion (10.1T expected) Chip division revenue +13% to 33.1T Chip operating profit 7.0T 1/10 $SSNLF $HXSCL $MU $NVDA #semiconductors #Samsung"
X Link 2025-10-30T08:38Z 40.8K followers, 4832 engagements

"Rising DRAM memory chip prices mean Asustek Computer (ASUS) will have to hike prices on its electronics as well media report. Co-CEO Samson Hu said rising DRAM prices are trouble for all PC makers. 1/2 $HXSCL $SSNLF $MU #SKhynix #Samsung #DRAM"
X Link 2025-11-12T00:50Z 40.8K followers, 7342 engagements

"Taiwan authorities have approved the seize of over NT$2 billion (US$64 million) worth of assets owned by the former TSMC executive accused of taking 2nm trade secrets to Intel including TSMC stock worth NT$1.8 billion media report adding Intel said it fully supports its new hire and denies wrongdoing. $TSM $INTC #Semiconductors"
X Link 2025-11-29T11:49Z 40.8K followers, 148.6K engagements

"4/10 AI server sales out of Taiwan in 2025 the dark blue line on top have been tracking well above prior years"
X Link 2025-12-11T05:11Z 40.8K followers, XXX engagements

"Links: Taiwans Big X AI server makers: Foxconn Wistron Quanta 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 OpenAI President Greg Brockman quotes: 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"
X Link 2025-12-11T05:17Z 40.8K followers, 3377 engagements

"1/5 Japan has every right to defend itselfand every reason to be terrified. For decades Beijing has fueled anti-Japanese hatred through endless kill the Japanese devils TV shows and movies patriotic education campaigns and state media. The result: millions genuinely believe Japan is an eternal enemy that still owes a blood debt from WWII. It isnt education; its incitement to hate. 2/5 Proof Look at the escalations: Nov 2025: Chinas Consul General in Osaka posts a death threat on X against Japan PM Takaichi vowing to cut off her filthy neck over her Taiwan stance. 2024 Shenzhen stabbing: A"
X Link 2025-11-25T07:49Z 40.8K followers, 61.2K engagements

"Rumor: TSMC Arizona may start building an advanced semiconductor packaging plant ahead of schedule on land currently set aside for fab P6 media report with equipment installation possible by end-2027 if construction is smooth. TSMC had originally partnered with Amkor to provide advanced packaging when its Arizona facility is ready but thats not expected to be until 2028. $TSM $AMKR $NVDA $AAPL $AMD #Semiconductors #semiconductor"
X Link 2025-12-04T00:43Z 40.8K followers, 28.5K engagements

"Rumor: TSMC is facing a massive surge in orders for CoWoS advanced semiconductor packaging even as CoWoS-L and CoWoS-S remain fully booked media report with orders mainly for AI chips from Nvidia Google Amazon and MediaTek. TSMC has turned to outsourcing CoWoS production to partners like ASE to help meet client needs. $TSM $NVDA $ASX $GOOGL $AMZN $AVGO $AMD"
X Link 2025-12-08T00:21Z 40.8K followers, 73.7K engagements

"Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up XXX% year-on-year and XXXX% vs Oct. -Quanta NT$192.9 billion up XXXX% yoy and XXXX% vs Oct. -Wiwynn NT$96.9 billion up XXX% yoy and XXX% vs Oct. $NVDA $GOOGL $AMZN"
X Link 2025-12-09T00:57Z 40.8K followers, 85K engagements

"Nvidia has booked over half of TSMCs CoWoS advanced packaging capacity for the next 2-years even as TSMC aggressively expands media report citing equipment suppliers. Nvidias orders do not include potential H200 sales to China. 1/5 $NVDA $TSM $ASX $AMKR $UMC $AVGO $AMD $TOELY $KLAC $AMAT 2/5 TSMCs planned CoWoS capacity has been raised to about 127000 wafers per month (wpm) by end-2026 on strong demand from GPU and ASIC clients while rivals including ASE Amkor UMC have raised to 40000wpm from 26000 previously. 3/5 TSMC Arizonas X planned advanced packaging plants are expected to begin mass"
X Link 2025-12-10T01:19Z 40.8K followers, 19.9K engagements

"Nvidia has developed location technology that could indicate where its popular AI chips are operating a measure that could help prevent them from being smuggled into countries that face US export bans Reuters reports citing unnamed sources. The software is aimed at monitoring the health of all Nvidia AI GPUs in a data center but it also indicates location. The software would be offered as a download for customers and will first be available for use with Blackwell architecture chips. $NVDA #Semiconductors"
X Link 2025-12-10T06:02Z 40.8K followers, 18.4K engagements

"2/10 This year particularly in the last six months demand of computing has gone up substantially Nvidia CEO Jensen Huang told CNBC last month. Demand for Blackwell is really really high he added. $NVDA #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
X Link 2025-12-11T05:10Z 40.8K followers, XXX engagements

"7/10 December revenue among the Big X AI server makers is likely to beat November as B300/GB300 shipments continue to gain steam. They are also hard at work on the manufacturing process for AI servers based on Nvidias next generation Rubin GPUs and Rubin servers will be on display at the CES trade show in Las Vegas in January. $NVDA #Rubin #verarubin #CES26"
X Link 2025-12-11T05:15Z 40.8K followers, XXX engagements

"Nvidia H200 chips are already in use at Chinas leading universities military groups research institutes and more in limited quantities purchased through an active grey market in the nation and big demand is expected from them big AI data center developers big cloud companies and more now that the US has allowed sales Reuters reports citing a review of hundreds of tenders and academic papers. The analysis shows the nature of customers in China who will jump at the chance for legal bulk buys of the H200 chip which is many times more powerful than any chip Nvidia is allowed to sell there. $NVDA"
X Link 2025-12-12T01:51Z 40.8K followers, 4743 engagements

"2/5 Taiwans Unimicron and Zhen Ding Technology see shortages of materials/components for ABF and BT substrates easing next year while Unimicrons chairman said the CCL shortage as less severe likely to ease rapidly in the 3rd quarter 2026 media report. Shortages of fiberglass cloth quartz cloth copper foil and Low CTE materials will go on for another year. Meanwhile industry is seeking alternative materials"
X Link 2025-10-27T01:48Z 40.8K followers, 1319 engagements

"ASE Technologys advanced packaging revenue will grow XX% in 2026 to around US$2.6 billion from $XXX billion this year media report adding its CoWoS-rival technology FOCoS (Fan-Out Chip-on-Substrate) will see more substantial revenue from the 2nd half 2026 as it wins over more American European clients. $ASX $AMKR #Semiconductors"
X Link 2025-12-10T02:13Z 40.8K followers, 5219 engagements

"TSMCs plans to upgrade its 2nd Japan fab to 4nm chip production from 7/6nm due to the surge in demand for AI-related chip production media report adding construction which began in October has already halted so the facility can be redesigned. TSMC is also now considering building advanced semiconductor packaging facilities in Japan. 1/2 $TSM $NVDA $AAPL $AMD $AVGO $QCOM"
X Link 2025-12-12T01:54Z 40.8K followers, 2308 engagements

"TSMCs overflow of CoWoS advanced packaging orders is turning into a bonanza for ASE Technology via outsourcing media report noting ASE and subsidiary SPIL have spent NT$11.2 billion (US$360 M) the past 2-months on plants & equipment to prepare for the influx of TSMC orders. ASEs advanced packaging revenue is expected to hit US$1.6 billion this year and increase by over $X billion more in 2026. $TSM $ASX $AMKR #Semiconductors"
X Link 2025-12-08T00:22Z 40.8K followers, 9720 engagements

"Nvidia GTC 2026 will be held March 16-19 in San Jose CA with CEO Jensen Huang expected to deliver a keynote highlighting its upcoming Vera Rubin AI chip platform media report and also give more details about Feynman the next AI chip architecture. $NVDA $AMD $INTC #Semiconductors"
X Link 2025-12-08T00:25Z 40.8K followers, 32.3K engagements

"3/5 TSMC Arizonas X planned advanced packaging plants are expected to begin mass production in 2028 one after the other with plant X focused on SoIC and CoW and plant X is for CoPoS"
X Link 2025-12-10T01:20Z 40.8K followers, XXX engagements

"Google may have to wait to ramp up TPU output as TSMCs CoWoS advanced packaging wont substantially increase until 2027 media report adding Googles TPU chip output will double at that point. TSMC CoWoS is the key bottleneck for Google TPUs now and the reason forecasts of X million units next year are wrong. Morgan Stanley estimates Google TPU production could hit X million in 2027. $GOOGL $TSM #Semiconductors"
X Link 2025-12-05T02:17Z 40.8K followers, 139.4K engagements

"Rumor: Nvidia is working with ASE subsidiary SPIL to develop CoWoP (Chip on Wafer on PCB) advanced chip packaging media report noting CoWoP will reduce costs and supply constraints by doing away with the silicon interposer in favor of PCB (printed circuit board) material which is cheap and plentiful. PCB makers including ZDT Unimicron Compeq of Taiwan and some top-tier China makers are in the process of submitting samples for the project. $NVDA $ASX #Semiconductors #cowop"
X Link 2025-12-08T00:24Z 40.8K followers, 33.8K engagements

"4/5 Broadcom is TSMCs 2nd biggest client for CoWoS AMD is 3rd and MediaTek is new for 2026. Broadcom is expected to get 240000 wafers capacity in 2026 with 20000 wafers for MediaTek"
X Link 2025-12-10T01:20Z 40.8K followers, 2080 engagements

"AI server giant Wistron held a beam raising ceremony on an NT$10 billion (US$320 million) Smart factory 9-stories high (and X underground) offering 4500 job opportunities media report. The ceremony marks the end of structural work but much interior work remains before equipment can be moved-in. The new factory is expected to be finished next year. $GOOGL $AMZN $NVDA $AMD $AVGO $META $MSFT"
X Link 2025-12-11T00:57Z 40.8K followers, 2955 engagements

"8/10 US AI giants will also benefit as more Taiwanese firms ramp up AI server production which will help meet massive demand. Two big contract electronics manufacturers Pegatron and Compal Electronics are finally ramping up production of AI servers while a number of smaller firms have joined the fray as well including MSI Mitac and ASROCK"
X Link 2025-12-11T05:16Z 40.8K followers, XXX engagements

"TSMC has also stopped moving equipment into its first Japan fab aimed at automotive chips 40nm 28nm and 16/12nm and told suppliers it wont need more equipment for the fab in 2026. $TSM $AAPL $NVDA $AMD $AVGO $QCOM #mediatek #Semiconductors"
X Link 2025-12-12T01:54Z 40.8K followers, 1498 engagements