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@dnystedt Avatar @dnystedt Dan Nystedt

The semiconductor industry is experiencing significant growth, driven by demand for AI chips, with companies like Nvidia, TSMC, and SK Hynix investing heavily in new technologies and capacity. Nvidia has become the world's biggest semiconductor company, with annual revenue rising XXX% to $XXXXXX billion, and is expected to continue to drive growth in the industry. The industry is also seeing increased investment and innovation in areas such as advanced packaging, 2nm and 3nm production, and AI server manufacturing, with companies like Foxconn, Pegatron, and Wiwynn expanding their operations.

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Social category influence stocks #2673 technology brands countries finance celebrities automotive brands

Social topic influence $nvda #48, $tsm #2, nvda #21, taiwan #50, samsung #440, chips #48, $mu, $ssnlf, $amd, china #1058

Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) United Microelectronic Corp. (UMC) Amkor Technology Inc (AMKR) ASE Technology Holding Co., Ltd. (ASX) Marvell Technology Inc (MRVL) KLA Corp (KLAC) Sandisk Corporation Common Stock (SNDK) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) QUALCOMM, Inc. (QCOM) Morgan Stanley (MS) IBM (IBM) ON Semiconductor, Corp. (ON) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) Dell Technologies, Inc. (DELL) Super Micro Computer, Inc. Common Stock (SMCI) Tesla, Inc. (TSLA) Dave Inc. Class A Common Stock (DAVE)

Top Social Posts #

Top posts by engagements in the last XX hours

"It will take TSMC several days after the 6.4-magnitude Taiwan earthquake to inspect equipment and resume production at its most advanced fabs in the area media report noting TSMC said all buildings are confirmed safe and water electricity safety systems are all normal. Rival UMC said the work disruption will shave up to X% off 1st quarter revenue but insurance will cover some of that cost. 1/3 $TSM $UMC #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-01-22 02:17:42 UTC 37.1K followers, 32.2K engagements

"Gigabyte Technology will ship Nvidia GB200 AI servers in the 1st quarter 2025 and plans to introduce GB300 servers after the 3rd quarter next year said Chairman Pei-Chen Yeh while the election of US President Trump means Gigabyte may expand overseas production capacity media report. At the companys year-end banquet he also said double-digit revenue growth will continue for the next 2-3 years as AI business opportunities expand. Gigabytes revenue is up XXXX% year-on-year to NT$247.53 billion through end-November due mainly to its AI server business. $NVDA $TSM"
@dnystedt Avatar @dnystedt on X 2024-12-25 00:28:47 UTC 37K followers, 18.7K engagements

"5/6 Nvidia's product cycle is driving seasonality this year with Blackwell shipments now ramping up. Blackwell Ultra is up next. $NVDA $TSM #semiconductors #AIservers #Blackwell #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
@dnystedt Avatar @dnystedt on X 2025-06-11 08:03:54 UTC 37.1K followers, 3097 engagements

"Nvidia ordered 300000 H20 GPUs from TSMC last week for the China market Reuters reports adding to inventory of 600000 to 700000 of the chips. Demand for H20s was so strong after US export controls were eased that Nvidia opted to order more instead of relying just on inventory. The H20 was developed for the China market in line with US export controls. $NVDA $TSM #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-29 06:33:27 UTC 37.1K followers, 23.8K engagements

"Google will release its first fully self-developed smartphone chip Tensor G5 in the upcoming Pixel XX smartphone to be unveiled 8/20 media report a break from the past when Google worked with Samsung on the chip. Google also switched manufacturers tapping TSMCs 3nm process for the Tensor G5. $GOOGL $TSM #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-07-18 01:37:51 UTC 37K followers, 20.6K engagements

"Taiwan chip foundries have seen a round of order cancellations for mature process chips due to a weaker than expected recovery in automotive smartphone networking media report adding inventories had been built ahead of expected US tariffs. UMC and Vanguard are expected to see gross margins fall to XX% in the 2nd half of 2025 as utilization rates fall while Powerchip (PSMC) could face a XX% gross margin. $UMC #VIS #PSMC #semiconductors #automotive #smartphones"
@dnystedt Avatar @dnystedt on X 2025-07-28 00:23:53 UTC 37.1K followers, 15.8K engagements

"Japans Kioxia the NAND Flash memory chip giant sees NAND demand more than doubling over the next 5-years due to strong AI server demand and will nearly double fab capacity to keep up executives said. 1/11 $SNDK $MU $NVDA $LRCX $KLAC $AMAT $TOELY $ASML $HXSCL $SSNLF #Kioxia #semiconductors #semiconductor #NAND"
@dnystedt Avatar @dnystedt on X 2025-06-08 06:31:38 UTC 37.1K followers, 37.4K engagements

"The US will release results of its semiconductor imports investigation (Section 232) in 2-weeks Commerce Sec. Lutnick said while President Trump suggested higher tariffs were coming Reuters reports noting Section XXX national security investigations provided a basis for XX% tariffs levied on autos steel and aluminum earlier this year. #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-28 00:28:04 UTC 37.1K followers, 38.2K engagements

"TSMC plans to ramp 2nm capacity to 100000 wafers per month (wpm) next year from 40000wpm this year due to strong demand from major clients Apple AMD Intel Qualcomm MediaTek Nvidia and others media report citing unnamed industry sources and adding TSMC will double capacity again to 200000wpm in 2027 when it becomes TSMCs biggest advanced process node by capacity. $TSM $NVDA $AAPL $AMD $INTC $QCOM #mediatek #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-21 01:24:22 UTC 37.1K followers, 115.3K 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"
@dnystedt Avatar @dnystedt on X 2025-01-02 01:39:48 UTC 37.1K followers, 53.8K engagements

"6/6 Links: Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp: Gigabyte Technology Co. Ltd:"
@dnystedt Avatar @dnystedt on X 2025-06-11 08:04:18 UTC 37.1K followers, 2945 engagements

"Rumor: Samsung lost a bid to supply HBM3E memory chips to Google after the cloud giant suddenly dropped plans to use them DigiTimes reports citing unnamed supply chain sources and adding Micron may supply Google instead. Samsung declined comment. $SSNLF $GOOGL $MU $NVDA #Samsung #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-04-25 01:34:48 UTC 37K followers, 12.2K engagements

"When Google hosts its Aug. XX product fair Maid by Google Foxconn Chairman Young Liu is expected to attend and meet with Googles CEO media report as Foxconn has long been a contract manufacturing partner for Google. Media speculate they will discuss Waymo self-driving cars as Foxconn has invested heavily in electric vehicle production. $GOOGL #Foxconn #ElectricVehicles"
@dnystedt Avatar @dnystedt on X 2025-07-22 01:39:38 UTC 37K followers, 3224 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"
@dnystedt Avatar @dnystedt on X 2025-01-02 01:35:08 UTC 37.1K followers, 42.8K engagements

"Rumor: Meta has tapped MediaTek to work on a new 2nm chip named Arke aimed at AI inference with mass production seen in the 1st half of 2027 media report citing unnamed industry sources. MediaTek declined to comment. Metas Olympus chip will be revamped as an AI training chip competing with Nvidia GPUs and launch in 2028. Metas ASIC chips are currently designed by Broadcom but Meta has worked with MediaTek before on its smart glasses chip. $META $AVGO $NVDA #mediatek #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-07-23 00:22:59 UTC 37.1K followers, 47.1K engagements

"Alchip Technologies the contract chip design giant will see the Amazon Trainium3 chip in mass production on TSMC 3nm in the late 1st quarter or early 2nd quarter 2026 media report citing investment bank Morgan Stanley roughly in line with previous projections for 1st quarter production. Custom chip designers help companies design chips. $AMZN $TSM $AVGO $MRVL #alchip #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-05-02 01:56:24 UTC 37K followers, 7100 engagements

"3/3 Note: Its unclear how involved GUC will be in the projects. Contract chip designers (aka Custom ASIC designers) can take a big or small role in a project working with other chip makers. Just because one company is rumored to be working on a project does not mean another company has lost it. In fact depending on how much IP the main ASIC designer (Broadcom for example) has in a project it can be very difficult to lose a project or be replaced. It can also be counterproductive in terms of the disruption of working with new teams. So some co-designers help with certain engineering of the"
@dnystedt Avatar @dnystedt on X 2025-06-27 00:14:55 UTC 37.1K followers, 3808 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"
@dnystedt Avatar @dnystedt on X 2024-08-16 11:47:50 UTC 37K followers, 36.5K engagements

"Prices of silicon wafers used in semiconductor manufacturing are expected to rise amid strong demand for AI server-related chips media report. Industry group SEMI has forecast a XX% increase in wafer shipments this year followed by a X% rise in 2026. 1/2 $TSM $UMC $INTC #Samsung #SKhynix"
@dnystedt Avatar @dnystedt on X 2025-07-18 01:38:43 UTC 37K followers, 5760 engagements

"Rumor: Nvidia has already started to prep supply chain partners for H20 production including asking TSMC for 5000 to 9000 wafers of capacity media report adding H20 production takes around 4-months due to CoWoS advanced packaging. $NVDA $TSM #China #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-25 00:53:13 UTC 37.1K followers, 38.3K engagements

"SK Hynix raised its capex plan XX% to XX trillion won (US$21 billion) from XX trillion ($16 billion) previously The Elec reports in response to strong demand for HBM (high bandwidth memory) the AI memory chips paired with Nvidia GPUs. SK Hynix already has visibility into 2026 HBM supply volume from discussions with its biggest customer (Nvidia). $NVDA $HXSCL $MU #SKhynix #Samsung #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-28 01:28:15 UTC 37.1K followers, 8111 engagements

"Nvidia and other AI chip makers face a growing Congressional push to curb sales to adversarial nations even as the Trump administration seeks more open trade. 1/11 $NVDA $AVGO $AMD $INTC $MU $HXSCL $SSNLF #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-05-11 09:19:54 UTC 37K followers, 19.2K engagements

"Nvidia AI chip repair shops are all the rage in China with around a dozen firms in Shenzhen repairing Nvidia H100 and A100 GPUs as well as a range of other chips Reuters reports. 1/2 $NVDA $TSM #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-28 00:24:53 UTC 37.1K followers, 6744 engagements

"TSMC faces more pressure to ramp up CoWoS advanced semiconductor packaging as Tier-1 clients scramble for more amid Nvidia's Blackwell ramp up including Amazon AWS AMD MediaTek Marvell Alchip others media report adding CoWoS output will see a big expansion in the 4th quarter 2025 (after X new plants open and ramp up to mass production). $TSM $NVDA $AMZN $AMD $MRVL #semiconductors #cowos"
@dnystedt Avatar @dnystedt on X 2024-11-25 01:52:08 UTC 37K followers, 26.4K engagements

"Alchip Technologies the custom chip (ASIC) expert is hard at work on several 5nm/3nm chip products entering mass production including cases requiring TSMCs CoWoS advanced packaging with several 3nm/2nm projects in the design phase media report citing its chairman speaking at the annual shareholders meeting. Alchip is boosting investment in North America and focusing R&D on 2nm and A16 as well as 3D IC tech and IO solutions. $TSM $AVGO $MRVL #alchip #GUC #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-05-30 02:47:46 UTC 37.1K followers, 6196 engagements

"TSMC will break ground on its 1st USA advanced semiconductor packaging plant next year aimed at SoIC and CoW (oS) production with oS work to be done by partner Amkor media report. SoIC: System on Integrated Chip CoWoS: Chip-on-Wafer-on-Substrate. $TSM $AMKR #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-28 00:22:51 UTC 37.1K followers, 9062 engagements

"Samsung Electronics may be in the final stages of getting its HBM3E AI memory chips passed by Nvidia with a final quality test in June before it can supply the AI giant The Elec reports adding Samsung passed Nvidias minimum requirement test in March. $NVDA $SSNLF $HXSCL $MU #Samsung #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-04-30 02:23:04 UTC 37K followers, 4642 engagements

"When IBM unveils the worlds first fault-tolerant quantum computer by 2029 Taiwan partners including Wistron and Inventec are expected to play a role media report. The electronics giants are expected to provide server motherboards to IBM while Macronix is expected to supply memory chips. $IBM #Wistron #Inventec #quantumcomputing"
@dnystedt Avatar @dnystedt on X 2025-06-17 01:24:30 UTC 37K followers, 4788 engagements

"US Commerce Secretary Lutnick said the US and China finalized a trade deal 2-days ago and the US will lift export curbs on semiconductor engineering software and some materials in exchange for China re-starting rare earths shipments to the US Bloomberg reports. A framework for a deal was agreed upon 2-weeks ago. $SNPS $CDNS #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-06-27 00:12:07 UTC 37K followers, 24.6K engagements

"Samsung Electronics is seeking 3%-5% memory chip price hikes and is already in negotiations with major clients media report adding demand for memory chips surged as customers stockpiled chips ahead of feared tariffs which have become a reality. $SSNLF $HXSCL $MU #Samsung #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-04-07 02:19:36 UTC 37K followers, 8750 engagements

"Intel CEO Lip-Bu Tan pledged that Intel will be an engineering-focused company under his leadership and described his philosophy: Stay humble. Work hard. Delight our customers in a letter to employees: 1/3 $INTC $TSM $SSNLF $AMD #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-03-14 02:03:19 UTC 37K followers, 21.1K engagements

"AMD CEO Lisa Su said the premium paid for chip production at TSMC Arizona is X% to XX% versus from Taiwan Bloomberg reports adding she sees continued high demand for AI chips from big firms like OpenAI and Elon Musks xAI such that just the accelerator market will be over US$500 billion in just a couple of years so very high growth. $AMD $NVDA $TSM #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-07-24 00:00:55 UTC 37.1K followers, 12.7K engagements

"An ex-SK Hynix employee was indicted in South Korea for leaking advanced semiconductor packaging technology related to HBM (high bandwidth memory) chip production to a subsidiary of Chinas Huawei media report. 1/2 $HXSCL $SSNLF $MU #SKhynix #Samsung #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-05-08 00:57:34 UTC 37K followers, 10.1K engagements

"China hackers have targeted the Taiwan semiconductor industry and investment research analysts as part of a cyber espionage campaign Reuters reports noting that while hacking to steal semiconductor trade secrets is not new there is a notable increase in sustained hacking from several China-aligned hacking groups. $TSM $UMC $ASX $HIMX $SIMO #mediatek #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-18 01:46:25 UTC 37.1K followers, 4593 engagements

"3/6 The Big X reported record combined monthly revenue of NT$1.163 trillion (US$38.8 billion) in May 2025 a XXXX% year-on-year increase that topped last October's NT$1.162 trillion. They are: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"
@dnystedt Avatar @dnystedt on X 2025-06-11 08:03:07 UTC 37.1K followers, 1109 engagements

"Samsung won a XXXXX trillion won (US$16.5 billion) contract to manufacture 2nm semiconductors for a large global company through end-2033 media report citing Samsung. The order is Samsung Foundrys biggest ever and the chips are expected to be made at Samsungs fab in Taylor Texas (Note: The fab is under construction now so if Texas is the primary production location output is years away). $SSNLF $TSM $INTC #Samsung #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-28 01:26:15 UTC 37.1K followers, 18.8K engagements

"Apple has already locked up TSMCs 2nm output for 2025 and is widely expected to use the advanced process for its next-generation A19 Pro processor media report which will go inside the iPhone XX Pro and iPhone XX Pro Max. The report cites investment bank analysts. 1/3 $AAPL $TSM #iPhone #iPhone17 #semiconductor #semiconductors"
@dnystedt Avatar @dnystedt on X 2024-11-20 02:46:12 UTC 37K followers, 54.8K engagements

"Related: The US and EU struck a deal for XX% import tariffs on most EU goods as well as US$600 billion in EU investments and more purchases of US energy and defense products media report averting a trade war"
@dnystedt Avatar @dnystedt on X 2025-07-28 00:28:31 UTC 37.1K followers, 6381 engagements

"Plants at Nvidias primary chip testing partner in Taiwan KYEC are running at full capacity due to stronger than expected orders for Nvidia Blackwell chips media report adding new capacity is going up so fast that 4th quarter testing capacity will be twice that of the 1st quarter. KYEC is expected to break ground on a new plant in Miaoli Taiwan by the end of this year. $NVDA $TSM #semiconductors #KYEC #Blackwell"
@dnystedt Avatar @dnystedt on X 2025-07-29 01:20:00 UTC 37.1K followers, 32.2K engagements

"4/6 Strong growth is expected to continue as revenue typically peaks in September-November. However US tariffs may pull some 2025 demand forward impacting later sales"
@dnystedt Avatar @dnystedt on X 2025-06-11 08:03:28 UTC 37.1K followers, XXX engagements

"The president of Gigabyte Technology said the shortage of AI servers will continue despite a normalizing of the chip supply as stiff competition among cloud service providers and other businesses keeps demand strong media report adding he believes AI server demand will grow over the next X to 10-years. $SMCI $DELL #semiconductors #servers #AIservers #AI"
@dnystedt Avatar @dnystedt on X 2024-05-30 01:49:09 UTC 37K followers, 10.2K engagements

"SK Hynix the leader in HBM memory chips for AI data centers said 2nd quarter revenue and operating profit hit record highs on strong demand and it is on track to double HBM chip sales in 2025. The company also raised its 2025 capex forecast without providing a figure. 1/3 $MU #SKhynix #Samsung #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-07-24 02:05:01 UTC 37.1K followers, 11.8K engagements

"@elonmusk Great deal for both firms and Texas. -Fab construction in Taylor shifts to warp speed. -Samsung gets big contract from major client also able to AI-boost its manufacturing. -Tesla likely got good terms. It's tough to win business away from TSMC"
@dnystedt Avatar @dnystedt on X 2025-07-28 04:17:10 UTC 37.1K followers, 28.4K engagements

"Apples Vision Pro X headset will soon be in mass production at Foxconn media report with Foxconn subsidiary GIS expected to be a major beneficiary as it supplies key parts for the second-generation headset. $AAPL"
@dnystedt Avatar @dnystedt on X 2025-07-21 01:33:50 UTC 37K followers, 3698 engagements

"2/6 Check out the lift-off in 2025 versus prior years. $NVDA $TSM #AIservers #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-06-11 08:02:40 UTC 37.1K followers, 12.5K engagements

"Nvidias most powerful AI server platform yet GB300 will begin shipments in the 2nd half of 2025 with X Taiwan server giants expected to benefit most Foxconn the global leader as well as Quanta Wistron Wiwynn and Inventec media report with Foxconn and Quanta already testing new GB300 AI servers and most seeing shipments starting in September. $NVDA $TSM #Foxconn #Wistron #Wiwynn #Inventec #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-06-29 23:24:00 UTC 37K followers, 43.6K engagements

"Intel has dumped European fab investments including in Germany and Poland as part of its turnaround plan in addition to slowing construction in the US state of Ohio media report and warned in an SEC filing that it may be forced to abandon development of next-generation manufacturing technology 14A if it is unable to secure a significant external customer. Intel also said it will lay off XX% of workers $INTC $TSM #semiconductors #Germany #Poland"
@dnystedt Avatar @dnystedt on X 2025-07-25 00:22:18 UTC 37.1K followers, 17K engagements

"TSMC and other Taiwan chip makers investing in the US could tap Japans new US$550 billion investment package for funding Reuters reports citing Japans top trade negotiator Ryosei Akazawa who said a Taiwan chip maker building a plant in the US that uses Japanese components or tailors its products to meet Japans needs can use the fund. $TSM #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-28 00:26:45 UTC 37.1K followers, 13.9K engagements

"1/6 Driven by surging demand for Nvidia Blackwell-based systems Taiwan's top six AI server makers' monthly revenue is climbing at an average XXXX% year-on-year clip in 2025 up sharply from XX% last year. $NVDA $TSM #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-06-11 08:02:05 UTC 37.1K followers, 33.8K engagements

"South Korea semiconductor exports rose XXXX% in the first 20-days of July to US$7.89 billion while exports of passenger cars rose XXX% to $XXXX billion media report with total exports for the July 1-20 period hitting $XXXX billion down XXX% year-on-year. Exports to the US fell XXX% to $XXXX billion after rising in June ahead of expected tariffs. $MU #Samsung #SKhynix #semiconductors #semiconductor"
@dnystedt Avatar @dnystedt on X 2025-07-22 01:44:00 UTC 37.1K followers, 4008 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"
@dnystedt Avatar @dnystedt on X 2024-12-02 02:38:04 UTC 37K followers, 96.1K engagements

"Amazon AWS will have its new Trainium3 AI accelerator chips made by TSMC on 3nm production technology and in future will become a customer of TSMC Arizona to reduce supply chain risk media report citing AWS VP Dave Brown and adding Taiwan contract chip designer Alchip Technologies will also do some work on Trainium3. He also reportedly said AWS still plans to work with Intel. $AMZN $TSM $INTC #trainium #semiconductor #semiconductors"
@dnystedt Avatar @dnystedt on X 2024-12-05 02:03:13 UTC 37.1K followers, 23.3K engagements

"President Trump unveils 'AI Action Plan' for the US: My administration will use every tool at our disposal to ensure that the United States can build and maintain the largest most powerful and most advanced AI infrastructure anywhere on the planet. America needs new data centers new semiconductor and chip manufacturing facilities new power plants and transmission lines $NVDA $AMD $AVGO $TSM $MU #SKhynix #Samsung #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-24 02:21:24 UTC 37K followers, 8094 engagements

"TSMC remained Taiwans top corporate taxpayer in 2024 paying over NT$100 billion (US$3.4 billion) media report. Top corporate taxpayers for 2024 also included Foxconn Yang Ming Marine chip foundry UMC and AI server giant Quanta Computer. Taiwans corporate income tax intake rose XXX% year-on-year to NT$583.45 billion. $TSM $UMC #Foxconn #semiconductors"
@dnystedt Avatar @dnystedt on X 2025-07-16 01:26:25 UTC 37.1K followers, 3072 engagements

"Nvidia may yet face political trouble re China. $NVDA"
@dnystedt Avatar @dnystedt on X 2025-07-18 01:42:01 UTC 37K followers, 11.4K engagements