@jukan05 Jukan
No specific information about "Jukan" was found in the provided tweets. However, the conversation seems to be about the tech industry, with topics such as AI, semiconductor companies, and memory technology. Key players mentioned include Samsung, SK Hynix, NVIDIA, and AMD, discussing their latest developments and market trends.
Engagements: [-------] #
- [--] Week [---------] -28%
- [--] Month [----------] -24%
- [--] Months [-----------] +393%
- [--] Year [-----------] +2,126%
Mentions: [---] #
- [--] Week [---] -14%
- [--] Month [---] +12%
- [--] Months [-----] +46%
- [--] Year [-----] +716%
Followers: [------] #
- [--] Week [------] +2.40%
- [--] Month [------] +18%
- [--] Months [------] +182%
- [--] Year [------] +559%
CreatorRank: [------] #
Social Influence
Social category influence technology brands 41.53% stocks #2029 finance #2401 countries 12.43% currencies #1429 financial services #30 automotive brands 1.69% travel destinations 1.41% fashion brands 1.13% celebrities 1.13%
Social topic influence ai #3461, samsung #439, in the 6.21%, dram #15, china #2520, open ai #3147, $googl #3498, investment #5067, target #1278, market 3.67%
Top accounts mentioned or mentioned by @grok @alex_intel_ @aleabitoreddit @tshirtnjeans2 @thomasl03031809 @treasureh8nter @k2kcr2isle93343 @jp_money_95630 @analysisop @superhoogie @tbu12345678 @bullishmostly @markosaaig @majorocelot45 @bigbrain99999 @hamsarris6 @kairospraxis @ambatrades @edwarddigi @cycleresearc
Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Intel Corporation (INTC) Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Sandisk Corporation (SNDK) Broadcom, Inc. (AVGO) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last [--] hours
"LMAO Microns HBM4 delayed to [----] due to redesign. $MU"
X Link 2025-11-03T10:56Z 70.5K followers, 205.8K engagements
"SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee (IRC) meeting in October but the schedule was slightly delayed due to holidays and personnel changes. Considering the construction timeline of the M15X fab equipment deliveries are expected to begin sequentially early next year. Although there had been some friction during recent price negotiations SK hynix has finalized"
X Link 2025-11-12T02:37Z 70.5K followers, 93.4K engagements
"Esol the Korean EUV Photomask Inspection Firm That Broke Carl Zeiss's Monopoly Pursues KOSDAQ IPO Esol the only semiconductor equipment company in Korea to successfully commercialize Extreme Ultraviolet (EUV) equipment is challenging for a listing on the KOSDAQ market. Esol has succeeded in localizing verification equipment for photomasks (quartz or glass plates used to engrave fine patterns onto semiconductor wafers) utilized in the semiconductor lithography process. As the competitiveness of the domestic semiconductor "materials parts and equipment" ecosystem rises there has been a recent"
X Link 2025-12-09T11:55Z 70.5K followers, 21.6K engagements
"Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU"
X Link 2026-01-15T02:03Z 70.5K followers, 209.1K engagements
"Meta is reportedly scaling back its in-house ASIC (MTIA) plans and instead of buying TPUs its buying AMDs MI455X"
X Link 2026-01-20T01:30Z 70.5K followers, 383K engagements
"ByteDance reportedly increased its capex to RMB [---] billion this year. From my perspective $VNET looks poised to benefit significantly from this"
X Link 2026-01-24T01:45Z 70.5K followers, 90.9K engagements
"UBS raised its price target on Micron to $450 with the following commentary. "More importantly synthesizing industry conversations suggests that memory supply shortages could extend deeper through C2027 DRAM could remain in a supply deficit through C4Q27 and NAND could be in shortage through C1Q27. This is occurring despite our view that accelerating memory price inflation will cause some demand destruction and spec-downs in PCs and smartphones (accordingly we have lowered related estimates). The key takeaway is that strong data center demand is more than offsetting these headwinds."
X Link 2026-02-06T04:52Z 70.5K followers, 74.1K engagements
"Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By lowering the barrier to entry for programming vibe coding will lead to more apps being submitted to the App Store which in turn will generate more App Store profit for Apple. https://twitter.com/i/web/status/2020357025851757045 https://twitter.com/i/web/status/2020357025851757045"
X Link 2026-02-08T04:40Z 70.5K followers, 99.8K engagements
"GF International Electronics & Communications AI Networking: NVIDIA's Accelerated Roadmap CPO Technology Debate Heats Up Key CPO Takeaways from Recent Earnings Calls: Coherent mentioned it has secured a significant order from a leading AI data center customer to supply CW Lasers for its CPO systems. Initial revenue is expected to begin in 4Q26 with more meaningful contributions starting in [----]. Lumentum stated it has received hundreds of millions of dollars in CW Laser commitments for Scale-out CPO with volume production contributions beginning in 1H27. Assuming combined order value of $400"
X Link 2026-02-10T07:50Z 70.5K followers, 34.1K engagements
"Taiwan's Winbond: The DRAM supply shortage is expected to persist with memory prices projected to surge 9095% this quarter. Furthermore the magnitude of price increases next quarter is likely to remain at a similar level. This means prices are not just nearly doubling this quartermemory prices could effectively double again in Q2. This implies that by the end of June memory prices could reach nearly 4x the levels seen at the end of last year. $MU https://twitter.com/i/web/status/2021483195884241177 https://twitter.com/i/web/status/2021483195884241177"
X Link 2026-02-11T07:15Z 70.5K followers, 27.3K engagements
"Im not sure if saying something bad about Micron really deserves death threats. Im not gonna get shot and killed if I go to San Jose right"
X Link 2026-02-11T23:20Z 70.5K followers, 25.3K engagements
"China's DRAM Pioneer CXMT Hits Production Capacity Ceiling "Stalled by Equipment Supply Restrictions" ChangXin Memory Technologies (CXMT) the company leading China's push for memory semiconductor self-sufficiency has reportedly reached its peak production capacity in Q4 of last year and is now facing its limits. Although the Chinese government anticipated U.S. export controls and has been going all out to localize semiconductor equipment the prevailing analysis is that restrictions on advanced semiconductor equipment will constrain new capacity expansion. According to data from market"
X Link 2026-02-11T23:26Z 70.5K followers, 24.2K engagements
"Lenovo Group Chairman and CEO Yang Yuanqing stated that the price increase for storage in the previous quarter had already reached 40% to 50% and for this quarter the increase may double while also noting that the upward price trend is now spreading to more core components"
X Link 2026-02-12T11:30Z 70.5K followers, 18.8K engagements
"2025 Q4 Global CPU Market AMD Sets All-Time Highs in Both Shipments and Revenue - According to a report by market research firm Mercury Research AMD achieved record highs in both shipment volume and revenue in the global CPU market in Q4 [----]. - Specifically: CPU revenue share reached 35.4% up 6.8pp YoY and 2.9pp QoQ. CPU unit shipment share reached 29.2% up 4.5pp YoY and 3.6pp QoQ. - In short AMD significantly expanded its share of the global CPU market in Q4 [----] with both shipments and revenue reaching their highest levels on record. $AMD $INTC"
X Link 2026-02-12T14:37Z 70.5K followers, 20.1K engagements
"I still have no idea who Rapidus's customers are. Besides once TSMC builds a 3nm fab in Kumamoto who would even want to use Rapidus Even Japanese domestic companies probably won't want to use Rapidus. https://t.co/w32bddUPq5 https://t.co/w32bddUPq5"
X Link 2026-02-12T23:51Z 70.5K followers, 36.5K engagements
"Kioxia FY3Q25 Conference Call Key Q&A Q. What is the guidance for Q4 shipment volumes and the price outlook A. Overall shipment volumes are expected to decline QoQ due to seasonal slowdown and inventory drawdown effects. While demand for smart devices is softening data center and enterprise SSD shipments are expected to continue growing. On the pricing front tight supply-demand conditions are expected to persist driving sharp price increases across all segments. Q. What is the status of [----] long-term agreement (LTA) negotiations and how is pricing reflected A. [----] LTAs are mostly in the"
X Link 2026-02-13T01:02Z 70.5K followers, 20.6K engagements
"Mitsui kinzoku revised up its full-year guidance once again"
X Link 2026-02-13T07:57Z 70.5K followers, 25.8K engagements
"Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We estimate that commodity memory price increases in 1Q26 significantly exceeded our initial expectations. We estimate commodity DRAM/NAND prices rose +90%/+60% QoQ in 1Q substantially surpassing our previous forecasts of DRAM +56% and NAND +40% QoQ. Reflecting this we raise our 1Q26F operating profit (OP) estimate for Hynix from KRW 29T to KRW 36T. We also raise our full-year 2026F commodity DRAM/NAND price growth forecasts from +126%/+115% YoY to +176%/+146% YoY. Accordingly we revise up our 2026/27F"
X Link 2026-02-13T09:19Z 70.5K followers, 135.7K engagements
"The king is back"
X Link 2026-02-13T09:24Z 70.5K followers, 27.3K engagements
"For me this is pretty hard to believe. Hasnt Google already decided to massively increase production of next-generation ARM CPUs GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in AI servers attributing this to lower GPU scheduling efficiency compared to x86. They indicated that companies including NVIDIA plan to develop x86 CPU solutions in GFHK noted in their Q&A following their February report that ARM-based CPUs have relatively weak momentum in AI servers attributing this to lower GPU scheduling efficiency compared to x86. They"
X Link 2026-02-13T12:20Z 70.5K followers, 25.8K engagements
"* The U.S. government has proposed banning U.S. government agencies from using products made by certain Chinese semiconductor companies including SMIC and CXMT"
X Link 2026-02-13T14:06Z 70.5K followers, 39.8K engagements
"Just tried Claude Cowork now and I seriously regret not using it sooner. This thing is actually insane/crazy good"
X Link 2026-02-14T07:56Z 70.5K followers, 223.9K engagements
"Rather than going against the mainstream its psychologically more comfortable to occasionally ride the wave. Dont try to become an anarchist / counter-revolutionary"
X Link 2026-02-15T01:40Z 70.5K followers, 14.9K engagements
"Bernstein remains very bearish on Kioxia. Theyve effectively issued a sell call and are recommending investors take profits. (Target price: [----] vs. current share price: 22845.)"
X Link 2026-02-15T08:00Z 70.5K followers, 33.3K engagements
"https://m.jinse.com.cn/lives/500147.htmlutm_source=chatgpt.com https://m.jinse.com.cn/lives/500147.htmlutm_source=chatgpt.com"
X Link 2026-02-16T02:21Z 70.5K followers, [----] engagements
"@YoyogiCapital Im extremely bullish on the ABF substrate shortage. I think all three markets Japan Korea and Taiwan are going to have a really strong year"
X Link 2026-02-16T03:41Z 70.5K followers, [----] engagements
"JP Morgan comment on Kioxia: A significant portion of Kioxias contracts are structured with annual volume agreements and quarterly price negotiations. Long-term volume agreements for [----] appear to be largely finalized. Some data center and enterprise customers have proposed long-term contracts extending through [------] along with advance payments and the company is actively reviewing these proposals"
X Link 2026-02-16T04:22Z 70.5K followers, 82.3K engagements
"Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump solving the issue of the camera bump appearing protruded. Source: Meritz Securities"
X Link 2024-12-26T06:10Z 69.9K followers, 57.9K engagements
"Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters Analysis by Mirae Asset Securities Korea Does this imply that cutting-edge LLM development no longer needs large-scale GPU clusters Were the massive computing investments by Google OpenAI Meta and xAI ultimately futile The prevailing consensus among AI developers is that this is not the case. However it is clear that there is still much to be gained through data and algorithms and many new optimization methods are expected to emerge in the future. Since DeepSeeks V3 model was"
X Link 2025-01-26T00:04Z 69.9K followers, 756K engagements
"Morgan Stanleys View on the DeepSeek Shock [--]. Semiconductors While DeepSeeks success is unlikely to alter semiconductor investment plans significantly there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment plans remain unaffected. DeepSeeks technology is impressive but major CSPs have not neglected to invest in such technologies. In fact much of what we consider groundbreakingsuch as training with FP8 multi-token prediction MLA custom PTX code and GRPO reinforcement learning frameworkseither originated with DeepSeek v-2 and"
X Link 2025-01-28T07:20Z 69.8K followers, 95.2K engagements
"Just in: OpenAI secures evidence that DeepSeek used its proprietary model for training The Financial Times reports that DeepSeek used OpenAIs proprietary model to train its own open-source competitor. OpenAI stated that it has obtained evidence that DeepSeek employed distillation a technique that typically leverages the outputs of larger models to enhance the performance of smaller ones. This allowed DeepSeek to achieve similar results in certain tasks at a lower cost. According to OpenAIs Terms of Service Users may not copy the service or use its outputs to develop models that compete with"
X Link 2025-01-29T06:46Z 70.1K followers, 266.6K engagements
"Morgan Stanleys analysis is the best in the industry. Its data you wont find anywhere else"
X Link 2025-02-08T12:02Z 69.9K followers, 144.9K engagements
"DIGITIMES: Three proposals the United States has presented to TSMC. [--]. TSMC would build an advanced packaging facility in the US offering integrated services from wafer manufacturing to backend processing locally. [--]. Under a joint venture (JV) proposed by the US government TSMC along with several major companies would invest in Intels standalone foundry business and facilitate a technology transfer from TSMC. [--]. Intel would assume future packaging contracts from US customers that TSMC has secured leveraging Intels advanced packaging capabilities. Regarding the first proposal TSMC has"
X Link 2025-02-13T02:03Z 69.8K followers, 296.6K engagements
"Morgan Stanley: Despite ASICs Nvidia will continue to maintain a dominant market share. The ASIC category is neither superior nor inferior to commercial GPUsit is simply another means to achieve the same result. Over the past six months momentum in the AI sector has clearly shifted toward custom silicon. Nvidia has remained stagnant while AMD has performed sharply poorly. Nvidias $3 trillion market capitalization is supported by over $32 billion in quarterly AI revenue whereas AVGOs $1.1 trillion market cap is based on $3.2 billion in quarterly revenue. Clearly the market has judged that the"
X Link 2025-02-14T10:30Z 69.9K followers, 120.8K engagements
"If this is real Ill be bowing to Beijing every day. The interferometer is looking good https://t.co/eDtJq123Iv The interferometer is looking good https://t.co/eDtJq123Iv"
X Link 2025-03-07T14:22Z 69.9K followers, 118.3K engagements
"DeepSeek officially announced that the news of R2 being released on March [--] is false"
X Link 2025-03-11T12:21Z 69.9K followers, 70.4K engagements
"The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order"
X Link 2025-03-24T03:55Z 69.8K followers, 113.8K engagements
"Due to NVIDIA shortening its GPU architecture upgrade cycle from two years to one year the depreciation of GPUs at big tech companies is accelerating sharply. NVIDIAs move is unwelcome for major tech firms such as Amazon Microsoft Google Meta and OpenAI. These companies have been buying NVIDIA GPUs in large volumes to build data centers and even planned to lease out any surplus GPU capacity as part of their strategy to stay ahead in the AI race. However the result has been a double blow: an increased depreciation burden coupled with a decline in asset values. Intensified competition has even"
X Link 2025-03-30T03:58Z 69.9K followers, 214.3K engagements
"My Thoughts on China Just a few years ago like most Koreans I was intensely antiChinano I was outright Sinophobic. Whenever I encountered Chinese players in online games I wouldnt hesitate to unleash the slur chao ni ma (an extremely vicious Chinese insult meaning your mother is a whore) over voice chat. I was convinced that all Chinese people hated Korea and that China was a country unworthy of any decent persons respect. Then I began studying English discovered relatively balanced outlets like the South China Morning Post and started conversing in English with Chinese friends. Bit by bit I"
X Link 2025-04-19T04:30Z 70.1K followers, 675K engagements
"30 Years After Jiang Zemins Visit to Ulsan: How China Swallowed the Shipbuilding Industry- Joongang ilbo One early winter day in November [----] a 71yearold senior Chinese official visited the Hyundai Heavy Industries shipyard in Ulsan. His eyes were drawn to Dock No. 3a millionton berth spanning the equivalent area of six football fields. Awaiting his inspection were six vessels: two 1500TEU container ships two 4200TEU container ships a bulk carrier and an oil tanker all ordered by Australian and Danish shipping lines. As he examined each ship in detail he repeatedly voiced his admiration."
X Link 2025-04-20T07:16Z 69.9K followers, 325.2K engagements
"China Attracts South Koreas Top National Scholars Building Research Institutes for Them JoongAng Ilbo Some of South Koreas most prominent national scholars have moved to Chinese universities. They are globally recognized authorities in basic research fields critical to advanced technologies such as semiconductors batteries and quantum science where global competition is fierce. While China locked in a tech supremacy race with the U.S. accelerates its R&D by attracting Koreas top scholars South Korea shows neither the will nor the strategy to retain its talent. According to industry and"
X Link 2025-04-26T02:53Z 69.9K followers, 102.7K engagements
"Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030"
X Link 2025-05-09T01:43Z 68.7K followers, [----] engagements
"🚨NVIDIA RAISES GPU PRICES BY 1520%"
X Link 2025-05-11T22:19Z 69.7K followers, 188.5K engagements
"Rumor: SMIC's N+2 yield is 50%. https://money.udn.com/money/story/5603/8771038from=edn_search_result https://money.udn.com/money/story/5603/8771038from=edn_search_result"
X Link 2025-05-29T00:43Z 69.7K followers, 68.5K engagements
"According to Taiwanese media internal sources at Huawei revealed that the company has already begun developing 3nm chips adopting GAA (Gate-All-Around) architecture and two-dimensional materials with a target tape-out date set for [----]. At the same time a carbon-based 3nm chip using carbon nanotubes has completed laboratory validation and is currently undergoing production line compatibility testing at SMIC. Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I"
X Link 2025-05-29T00:46Z 69.8K followers, 112.2K engagements
"- AWS collaborates with Alchip for Inferentia [--] and Trainium [--] chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA [--] and MTIA [--]. https://twitter.com/i/web/status/1929045716590276986 https://twitter.com/i/web/status/1929045716590276986"
X Link 2025-06-01T05:21Z 70.1K followers, 26.1K engagements
"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link 2025-06-15T08:20Z 68.8K followers, 29.7K engagements
"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in [----] Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in [----] driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in [----] According to"
X Link 2025-07-03T22:42Z 70.1K followers, 21.4K engagements
"Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in [----] Unimicron Technology said AI-related products will account for more than 30% of its [----] revenue and could surpass 40% in [----]. However near-term profitability is under pressure due to a stronger New Taiwan dollar a shortage of low-CTE fiberglass fabric and persistent weakness in consumer electronics. The company expects gross margin to stay soft in the third quarter of [----] with recovery likely in the second half of [----]. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish"
X Link 2025-08-01T03:04Z 70.1K followers, 27.1K engagements
"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in [----] the value of its self-placed orders is expected to reach USD [--] billion. $MRVL"
X Link 2025-08-14T04:11Z 69.3K followers, 42.6K engagements
"Morgan Stanley: AI inference is an incredibly profitable business. In its newly released report the firm used a detailed financial model to calculate for the first time from an economic perspective the profitability of global AI compute competition. The conclusion is that standardized AI inference factories regardless of which big tech companys chips they use generally enjoy an average profit margin exceeding 50%. Among them NVIDIAs GB200 ranked first with an astonishing profit margin of about 78%. Google and Huaweis chips were also assessed as guaranteed profit businesses. However AMD which"
X Link 2025-08-16T08:34Z 69.7K followers, 181.2K engagements
"I believe that if youre the CEO of a tech company you should be an engineer. Isnt that necessary for the CEO to truly understand the companys technology Dr. Lisa Su once said this at the MIT PhD commencement ceremony (she said it jokingly but it really hits hard): Many MIT PhD graduates end up working under Harvard MBAs. Does that make any sense So I decided I wouldnt spend the rest of my career working for Harvard MBA students. I can actually make better business decisions because I understand the technologies while most general managers dont. Lisa Su the CEO of AMD is famous as the"
X Link 2025-08-18T04:40Z 69.9K followers, 73.5K engagements
"Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. Scoop: Behind Beijings sudden change of mind re H20 *Lutnicks speech seen insulting by top leaders *CAC NDRC pushed to ban H20 *Guidances remain informal *Ban on all foreign chips for inference considered but unlikely before enough domestic supply https://t.co/enRuw7HZ2A https://t.co/kX399gv2rm Scoop: Behind Beijings sudden change of mind re H20 *Lutnicks speech seen insulting by top leaders *CAC"
X Link 2025-08-21T01:03Z 70.2K followers, 91.1K engagements
"CHINA PUSHES FOR A TOTAL BAN ON THE USE OF FOREIGN CHIPS FOR INFERENCE Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W"
X Link 2025-08-21T01:06Z 69.7K followers, 80.9K engagements
"This is absolutely insane Not only will one of Huaweis dedicated AI chip factories start production as early as the end of this year but SMIC is also going to double its 7nm production capacity next year. Domestic output wont be an issue for long especially with all the capacity coming online next year said one Chinese chipmaker executive. Scoop: China seeks to triple output of AI chips in boost to DeepSeek ambitions *New capacity: [--] plants for Huawei + SMIC doubling (now 30K WPM) *Cambricon [---] & Huawei 910D to natively support UE8M0 FP8 *Unprecedented alignment to build own AI ecosystem"
X Link 2025-08-27T10:01Z 69.8K followers, 83.3K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up [----] CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO https://twitter.com/i/web/status/1960976697718976938 https://twitter.com/i/web/status/1960976697718976938"
X Link 2025-08-28T08:04Z 68.8K followers, 58.4K engagements
"Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly"
X Link 2025-09-04T08:58Z 70.1K followers, [----] engagements
"Zuckerberg: Will invest around $600B by [----] - Zuckerberg says Meta will invest $600B in AI infra by [----]. - Meta already guided CapEx of $70B in [----] and $100B in [----]. - To actually reach $600B spending would need to jump to $200B in [----] and $300B in 2028"
X Link 2025-09-05T04:51Z 70.1K followers, 2.5M engagements
"From Korean local securities firms: [--------] Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X https://twitter.com/i/web/status/1966102268404707368 https://twitter.com/i/web/status/1966102268404707368"
X Link 2025-09-11T11:31Z 70.1K followers, 21.8K engagements
"OPENAI AND NVIDIA ANNOUNCE MULTI-BILLION DOLLAR UK DATA CENTER PROJECT"
X Link 2025-09-12T00:13Z 69.7K followers, 70.8K engagements
"http://x.com/i/article/1966790745823866880 http://x.com/i/article/1966790745823866880"
X Link 2025-09-13T09:16Z 70K followers, 20.2K engagements
"Huaweis Rotating Chairman Xu Zhijun Announces: The Worlds Most Powerful Super Node Will Be Released in Q4 This Year On September [--] at the Huawei Connect [----] event Huaweis rotating chairman Xu Zhijun emphasized that the essence of artificial intelligence (AI) in the past present and future is computing power which is particularly critical for the advancement of AI in China. He also unveiled several Ascend () series chips and their development roadmap including the Ascend [---] [---] and [---] series. Key Takeaways [--]. Low-Cost HBM and Computing Power Advancement Huawei has independently developed"
X Link 2025-09-18T04:15Z 69.8K followers, 124.4K engagements
"JPM: The Intel-NVIDIA partnership will bring greater benefits to NVIDIA than to Intel. $INTC $NVDA"
X Link 2025-09-19T12:08Z 69.9K followers, 78.2K engagements
"Samsung Galaxy S26 Ultra to Feature New M14 and COE Technologies: Brighter and Thinner The display of Samsungs upcoming Galaxy S26 Ultra set for release early next year is expected to become brighter and thinner. Samsung is planning to equip the S26 Ultra with OLED technology that incorporates advanced new materials and display innovations. According to industry sources on the 21st Samsung Electronics and Samsung Display have decided to introduce both the new material set M14 and the polarizer-eliminating technology COE to the OLED panel of the Galaxy S26 Ultra. In OLED performance factors"
X Link 2025-09-21T06:04Z 69.7K followers, 165.9K engagements
"- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1"
X Link 2025-09-22T02:08Z 70K followers, 60K engagements
"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations [--]. [----] Trn3 Volume Above Expectations Estimated at about [--] million units especially with demand projections boosted following the release of Sonnet [---] for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 [----] and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 [----] and will enter mass production in Q2 [----]. [--]. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link 2025-10-02T06:46Z 70K followers, 24.2K engagements
"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next [--] years. https://twitter.com/i/web/status/1973718462003622297 https://twitter.com/i/web/status/1973718462003622297"
X Link 2025-10-02T11:55Z 69K followers, 42.4K engagements
"Citi: We estimate that due to AI computing demand an additional [--] GW of power capacity will be required globally by [----] leading to $1.4 trillion of incremental AI computing expenditure in the United States"
X Link 2025-10-03T11:41Z 69.8K followers, 140.1K engagements
"JPMs OpenAI Food Chain table"
X Link 2025-10-05T07:16Z 69.9K followers, 45.7K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI [--] Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link 2025-10-06T04:41Z 68.7K followers, [----] engagements
"OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. WTF $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips https://t.co/zDcT1wNdDl $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers"
X Link 2025-10-06T10:58Z 69.7K followers, 151.5K engagements
"My friend told me: There are three categories currently being called bubbles. One is the CAPEX spending of CSPs (cloud service providers) another is the CAPEX spending of unlisted companies and the last is the CAPEX of sovereign AI projects. Im not worried about CSP CAPEX right now. But the other two especially the capital spending of unlisted companies like OpenAI are deeply concerning. Even from this chart doesnt it look like OpenAI is the most aggressive one If OpenAI fails to become profitable this bubble will burst"
X Link 2025-10-07T02:38Z 69.9K followers, 89.3K engagements
"Bernstein: Sam Altman has the power to either crash the global economy for the next decade or lead us all to the promised land. In my view as of now it seems were heading toward the crash"
X Link 2025-10-08T05:52Z 69.9K followers, 61.9K engagements
"BofA: Why is global capital pouring into the data center industry [--]. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $2 million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $11 million. In total the capital expenditure per MW amounts to roughly $13 million. [--]. Revenue and Profitability: Each MW can generate $23 million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $0.08 per kWh)"
X Link 2025-10-08T07:49Z 69.8K followers, 92.3K engagements
"BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in [----] the average rack power density in data centers was below [--] kilowatts (kW). Today a standard NVIDIA Hopper"
X Link 2025-10-08T08:05Z 69.8K followers, 70.9K engagements
"The $1 Trillion Mega Deal: Where Does OpenAIs Money Come From Circular Revenue and Equity-for-Purchase: The Financial Engineering Behind a Trillion-Dollar Order OpenAIs financial magic is realized through two distinct yet logically connected modelsthose with AMD and NVIDIA. Together these two structures illustrate how AI compute power has evolved from a mere capital expenditure (CAPEX) into a financialized and securitized asset class. (1) The AMD Model: Performance-Based Equity-for-Purchase The partnership with AMD is unprecedented in semiconductor history. On the surface it looks like OpenAI"
X Link 2025-10-08T09:18Z 70.1K followers, 78.2K engagements
"TSMC surpasses 71% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors"
X Link 2025-10-10T00:46Z 69.9K followers, 82.5K engagements
"Each humanoid robot requires [---] kg of rare-earth metals comparable to that of an electric vehicle including [--] rotary and linear actuators for joints and [--] actuators for the hands. The humanoid robot revolution could trigger $800 billion worth of demand for key rare-earth minerals yet the United States relies on China for 70% of its magnet imports and it takes [----] years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China"
X Link 2025-10-11T06:08Z 69.8K followers, 122.2K engagements
"AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite"
X Link 2025-10-11T09:59Z 69.9K followers, 70.5K engagements
"I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI"
X Link 2025-10-13T15:52Z 70K followers, 131.7K engagements
"Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI"
X Link 2025-10-16T23:46Z 70.5K followers, 274.7K engagements
"Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization potential. Germanys Deutsche Bank recently reported that consumer spending on ChatGPT in the European market has been virtually stagnant since May [----]. This suggests that ChatGPT the symbolic product of the AI boom may have already reached its peak in attracting new paying subscribers. Although OpenAI CEO Sam Altman announced"
X Link 2025-10-17T07:10Z 70K followers, 447.7K engagements
"At TSMC PhD-level engineers work in three rotating shifts. The fabs in Taiwan run [--] hours a day without stopping. Do you really think Americans would work like this Or even want to And lets assume for the sake of argument that the work culture in the U.S. changes to make people work that hard. Even then would American talent really want to work in fabs I believe they wouldnt theyd choose to go into other fields instead. On one hand we have Taiwanese who work days nights and weekends. And then $INTC folks who are calling for an early weekend. If you want to be like Europeans give up on the"
X Link 2025-10-18T05:43Z 69.9K followers, 878.3K engagements
"Exclusive Galaxy S26 confirmed to feature Exynos 2600six times faster than Apples chip The upcoming Galaxy S26 series set for release early next year will be equipped with Samsungs in-house application processor (AP) the Exynos [----]. It is reported that not only the base and Plus models but also the flagship Ultra model will likely adopt the chip. This marks the first time in four yearssince 2022that Samsung has used its own Exynos AP in a flagship model. According to industry sources on the 20th Samsung Electronics has decided to use the Exynos [----] in the Galaxy S26 and has begun mass"
X Link 2025-10-20T08:06Z 69.9K followers, 99.3K engagements
"Breaking: Exynos [----] Performance Leaked According to reports from Korean media the Exynos [----] delivers the following performance: Over [--] stronger NPU performance compared to Apples A19 Pro chipset 14% higher multi-core CPU performance 75% higher GPU performance When compared to Qualcomms latest Snapdragon [--] Gen [--] Elite chipset: NPU performance is about 30% higher GPU performance is up to 29% higher"
X Link 2025-10-20T08:08Z 70.5K followers, 198.4K engagements
"Who could have imagined this ten years ago Today Germany is running a trade deficit with China in the automotive sector. Does that even make sense"
X Link 2025-10-20T12:12Z 69.9K followers, 55.6K engagements
"Honestly DeepSeek trades better than I do. A 42% return thats insane. How many more years do you think hedge fund traders will be able to keep their jobs Wont the profession of trader disappear within the next ten years Quant firm doing quant things https://t.co/yHGthywhHU Quant firm doing quant things https://t.co/yHGthywhHU"
X Link 2025-10-20T13:19Z 69.9K followers, 225.2K engagements
"Which software companies will AI bring down JPMorgan: You can see it at a glance in this chart JPMorgans latest research report shows that AI is reshaping the competitive landscape of the software industry and that many traditional software giants face the risk of being upended by AI. This Wall Street investment bank introduced the industrys first AI Cliff assessment framework and through nine dimensions quantified software companies vulnerability to provide investors with a clear risk map of the sector. In early [----] amid market sentiment shaped by tariff concerns and corporate budget"
X Link 2025-10-21T10:54Z 69.9K followers, 53.2K engagements
"Deutsche Bank stated that China is taking a leading position in industrial innovation by focusing on STEM (Science Technology Engineering and Mathematics) education and talent development. For example at Peking University admissions trends have clearly shifted toward STEM majors such as engineering information science and physics while enrollment in fields like law economics and business administration has declined reflecting an academic shift toward hardcore technology disciplines"
X Link 2025-10-22T01:37Z 70K followers, 146.6K engagements
"@superhoogie There are a lot of rumors that local Taiwanese fiberglass companies might enter Nitto Bosekis (Nittobos) territory. What do you think"
X Link 2025-10-24T04:08Z 70.2K followers, [---] engagements
"I subscribe to several media outlets but Id say Bloomberg is the one most worth paying for. In particular this article explaining how AWS fell behind in AI is something I truly want to revisit again and again. Ill leave a free link below"
X Link 2025-10-24T12:24Z 69.9K followers, 90.7K engagements
"Amazon laid off [-----] employees today an even larger cut than during the industry contraction in [----]. The reason is simple: They dont have enough capex left to buy GPUs. As a result AWS growth has slowed the market has punished them harshly and now they must cut salaries to save money for GPU purchasesso the financials look better and they can tell a story of AWS growth bottoming out. Every internet company software engineer (SDE) should buy Nvidia/AMD stock as a hedgecompensating for the risk of being squeezed out of the value chain by GPUs. Entering [--------] the main factor behind weak"
X Link 2025-10-28T08:16Z 70.3K followers, 705.9K engagements
"NVIDIA CEO Jensen Huang is reportedly planning a chicken and beer gathering in Seouls Samsung-dong with Samsung Group Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chung Eui-sun at a local fried chicken franchise restaurant. According to a business insider Both Samsung and Hyundai executives were quite surprised when they heard the proposed location from NVIDIA adding It seems Jensen Huang wants to experience Koreas lively chimaek (chicken and beer) culture while having an open candid conversation with Chairmen Lee and Chung"
X Link 2025-10-29T23:02Z 69.9K followers, 105.2K engagements
"UBS hyperscaler CAPEX overview"
X Link 2025-10-30T07:31Z 69.9K followers, 138.4K engagements
"I never thought Id see Jensen Huang delivering chicken on the news"
X Link 2025-10-30T12:22Z 69.9K followers, 126K engagements
"Samsung Chairman Lee Jae-yong (live): Why are there so many iPhones here"
X Link 2025-10-30T13:13Z 70.4K followers, 896.9K engagements
"(The audience shows how their NVIDIA and Samsung stock prices have gone up.) (Lee Jae-yong trying to continue the event) Jensen Huang: Look at that"
X Link 2025-10-30T13:15Z 70K followers, 303.1K engagements
"Jensen Huang: Are there any NVIDIA investors here (Audience cheers) Jensen Huang: Thats why Korea is rich"
X Link 2025-10-30T13:33Z 69.9K followers, 177.8K engagements
"Jensen Huang: Korea has the best fried chicken in the world"
X Link 2025-10-30T13:57Z 69.9K followers, 95.1K engagements
"Jensen Huang: Hey Jae-yong When I was using Samsungs GDDR you were young and arrogant Haha"
X Link 2025-10-30T14:01Z 70.1K followers, 462.2K engagements
"Who would pay for the chicken when Jensen Huang CEO of NVIDIA Jay Y. Lee Chairman of Samsung Electronics and Euisun Chung Chairman of Hyundai Motor Group get together At yesterdays chimaek (chicken and beer) gathering it was Jay Y. Lee who picked up the tab he reportedly paid for every table at the venue totaling around [---] million KRW (about $1800). Ironically even though Jensen Huang is by far the richest among the three (his net worth is estimated at around $143 billion) it was the comparatively poorer Samsung chairman who ended up paying which makes the whole thing rather amusing"
X Link 2025-10-31T00:12Z 69.9K followers, 37.2K engagements
"Korean semiconductor equipment startup breaks Carl Zeisss monopoly supplies EUV inspection equipment to Japanese photomask company A South Korean semiconductor equipment startup has supplied hundreds of billions of won worth of ultra-precise extreme ultraviolet (EUV) mask inspection equipment to a Japanese company. Until now Koreas semiconductor equipment industry has mainly targeted the mid- to low-end product market. Industry experts say that the fact that Korean technology has now reached the level of EUV mask inspection equipmentpreviously dominated by Germanys Carl Zeissmarks a"
X Link 2025-10-31T00:40Z 69.8K followers, 59.5K engagements
"NVIDIA CEO: Samsung manufactures all of NVIDIAs robot processors"
X Link 2025-10-31T08:40Z 69.7K followers, 211.9K engagements
"Father of HBM: Nvidia May Acquire a Memory Company Like SanDisk Professor Jung-Ho Kim known as the father of HBM (High Bandwidth Memory) and a professor in the Department of Electrical and Electronic Engineering at KAIST appeared in a YouTube video and made a bold claim that Nvidia could acquire a memory company such as SanDisk or Micron. (He previously recommended buying SK hynix stock back in 2017.) [--]. Shift of Market Power: From GPU to Memory Kim argues that as the AI era unfolds the driving force of the stock market is shifting from GPU (Graphics Processing Units) to memory. If the GPU is"
X Link 2025-10-31T10:58Z 70.3K followers, 78.1K engagements
"Am I seeing this right Is Nomura actually saying that in [----] SK hynix will have a higher operating profit than TSMC What the helldoes that even make sense"
X Link 2025-11-01T10:31Z 70.1K followers, 189.7K engagements
"Exclusive Samsung to Hold AI-Focused Galaxy Unpacked Event in San Francisco on February [--] for Galaxy S26 Samsung Electronics will hold its Galaxy Unpacked event on February [--] next year in San Francisco USA. According to industry sources on the 2nd Samsung has confirmed the unveiling of its next-generation flagship smartphone the Galaxy S26 series (hereafter referred to as S26) in San Francisco on February [--] and has begun preparations for the event. A source familiar with Samsungs plans said Samsung is preparing its first San Francisco Unpacked in three years since the S23 in [----] adding As"
X Link 2025-11-02T02:03Z 69.9K followers, 257.9K engagements
"I didnt expect Xi Jinping to dislike Korean makgeolli this much lol. Hes making such a Whawhat is this kind of face. (Makgeolli = traditional Korean rice wine)"
X Link 2025-11-02T02:35Z 70.3K followers, 2M engagements
"President Xi Jinping feels like a very human leader Is this the power of media (This photo wasnt generated by AI lol)"
X Link 2025-11-02T02:36Z 69.9K followers, 155.3K engagements
"Morgan Stanley: AWS is suffering from compute bottlenecks and AWS is now entering an AI growth acceleration cycle. Morgan Stanleys analyst summarized four key growth drivers. Rapid expansion of capacity: By year-end it will secure an additional [--] GW of compute capacity and the number of Trainium2 chips will double. Structural expansion cycle: Over the next [--] months AWS plans to add [--] GW of data center capacity. Surge in AI orders: In October alone new order volume exceeded the entire third quarter and the new business signed in a single month amounts to about $18 billion. Acceleration of"
X Link 2025-11-02T06:02Z 69.9K followers, 175K engagements
"Detailed explanation of the U.S. data center frenzy: [--] GW $2.5 trillion in investmentwho is building and who is funding it An infrastructure race driven by artificial intelligence is unfolding across the United States. Barclays October [--] report projects that the total installed capacity of large data center projects currently planned in the U.S. exceeds [--] gigawatts (GW) and that this building boom will attract more than $2.5 trillion in investment. The report identifies the main drivers of this expansion as OpenAIs Stargate project Amazon Meta Microsoft and Elon Musks xAI. To train and"
X Link 2025-11-02T11:05Z 69.9K followers, 96K engagements
"Crazy lol Koreas SK Securities just raised its target price for SK Hynix to [--] million won Theyre basically saying theres a 78.9% upside potential"
X Link 2025-11-03T01:17Z 70.1K followers, 88.2K engagements
"Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures with AI demand increasingly squeezing supply. Industry sources reveal that Samsung Electronics led the move by halting DDR5 DRAM contract pricing in October prompting other manufacturers to follow suit. This disruption is expected to delay contract price announcements until mid-November exacerbating supply constraints. Meanwhile DRAM spot prices have surged sharply with DDR5 prices more than"
X Link 2025-11-03T03:27Z 70.1K followers, 151.9K engagements
"According to the Financial Times after the Chinese government banned the purchase of Nvidia chips major Chinese tech companies such as ByteDance and Alibaba faced rising electricity costs for operating their AI clusters prompting local governments to increase subsidies. Experts say that with the current generation of Chinese-made chips generating the same amount of tokens (a unit of computing power) requires about 3050% more electricity than Nvidias H20"
X Link 2025-11-04T02:03Z 69.9K followers, 152.3K engagements
"GF Securities appears to be incorrect. According to sources familiar with the matter the report that Microns HBM4 mass production has been delayed to [----] is not true. The company is still targeting mass production in the second half of [----] although low yield rates remain a bottleneck. However this issue does not imply a delay to [----]. I apologize for any confusion caused. LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7"
X Link 2025-11-04T02:19Z 68.8K followers, 48.6K engagements
"Microsoft has developed toolkits to convert CUDA models to AMDs ROCm so they can run on the MI300X. There has been a significant increase in inquiries regarding the MI400X and MI450X roadmap and Microsoft is working closely with AMD to maximize performance. 👀 A MUST-read interview with a high-ranking $MSFT employee on data centers and what is happening right now ( $NVDA/ $AMD liquid cooling and HHD): [--]. The challenges that $MSFT is having right now are energy and liquid cooling. To improve its goodwill with municipalities $MSFT is https://t.co/jQTfhnxQga A MUST-read interview with a"
X Link 2025-11-07T14:29Z 69.9K followers, 94.2K engagements
"Chinas robot company DOBOT is reportedly selling a robot dog Rover X1 for [----] RMB (about [----] USD). Does that make sense Theyre already releasing robots at this price"
X Link 2025-11-08T10:23Z 69.9K followers, 124.3K engagements
"Goldman Sachs: China has already dominated the robot supply chain: gearing up for mass production in the second half of [----] securing annual production capacity of [-------------] units According to a recent survey by Goldman Sachs of major Chinese robot component makers such as Sanhua () the industry views the second half of [----] as the time when large-scale mass production of humanoid robots will begin in earnest. This is presented as a key benchmark for gauging investment timing across the robot industry value chain. [--]. A clear timeline: It expects the inflection point for large-scale mass"
X Link 2025-11-09T10:43Z 69.8K followers, 72.2K engagements
"If you dont know which ASIC company will win buy TSMC. All GPUs and ASICs are manufactured at TSMC"
X Link 2025-11-09T12:31Z 70.5K followers, 132.2K engagements
"Were starting to see Korean brokerages suggest that SK hynix may soon issue ADRs My American friends you may finally be able to buy SK hynix"
X Link 2025-11-10T23:39Z 70.1K followers, 168.1K engagements
"If you got any insights from my tweet please leave at least a quick thank you in a reply. Im doing this for free so its a bit disappointing to see only the bookmarks going up"
X Link 2025-11-11T02:09Z 69.8K followers, 59.2K engagements
"Yann LeCun is leaving Meta lol. Of course. He ended up in a position where he has to report to a kid much younger than him how could his pride not be hurt If I were him Id leave Meta too"
X Link 2025-11-11T11:49Z 69.9K followers, 334.4K engagements
"Morgan Stanley: This memory super cycle will far surpass the historical peak Morgan Stanley pointed out that a new memory super cycle driven by AI has already arrived and its intensity and logic are completely different from any previous cycle. Morgan Stanley stated that unlike in the past this cycle is led by AI data centers and cloud service providers whose customers have low price sensitivity and inference workloads have become the main driver of general-purpose memory demand. Meanwhile the latest channel checks indicate that in Q4 server DRAM contract prices have surged by nearly 70% NAND"
X Link 2025-11-12T03:33Z 69.9K followers, 224.8K engagements
"Samsung SK Hynix Micron Kioxia almost all NAND flash companies are not increasing fab utilization but rather continuing their production cuts. Except for SanDisk and YMTC everyone is desperately trying to push up NAND prices. Its like a memory version of OPEC haha. Samsung Electronics SK hynix Kioxia and other NAND makers sharply cut NAND flash supply A full-fledged price surge amid short supply Samsung Electronics SK hynix Kioxia and Micronthe four global NAND flash manufacturersare collectively reducing NAND flash supply in https://t.co/pTUf7NWzPB Samsung Electronics SK hynix Kioxia and"
X Link 2025-11-12T07:12Z 69.9K followers, 88.5K engagements
"Nvidia tightens grip on Vera Rubin cooling supply chain squeezing margins Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory. The company plans to directly select and manage suppliers for cold plates a critical liquid-cooling component according to sources familiar with the matter. Four companies are expected to be approved for the program including Cooler Master Asia Vital Components (AVC) Auras"
X Link 2025-11-17T04:16Z 70.5K followers, 80.3K engagements
"Samsung Electronics Samsung Electro-Mechanics Ibiden and Shinko Denki pushing ahead with cooperation on glass substrates commercialization under careful consideration It has been learned that Samsung Electronics is in discussions on cooperation in the next-generation technology of semiconductor glass substrates with two Japanese substrate companies including its key affiliate Samsung Electro-Mechanics. However the cooperation among these companies is still at an early stage and it has not yet reached the point of evaluating formal samples. The analysis is that more time is needed to produce"
X Link 2025-11-17T06:43Z 68.8K followers, 47.4K engagements
"Doosan semiconductor materials [--] trillion won in Nvidia sales locked in EMC fails GB300 qualification Doosans Electronic Business Group (BG) which has been enjoying the AI semiconductor boom thanks to its high-quality copper-clad laminates (CCL) is expected to generate more than [--] trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. [--] CCL maker recently failed to clear Nvidias quality verification for the Blackwell GB300 raising the possibility that Doosan could become the sole supplier of CCL for Rubin Nvidias next-generation AI"
X Link 2025-11-19T09:31Z 69.8K followers, 56.3K engagements
"U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in [----] expected to increase only around 10% compared with [----] As the United States tightens controls on exports of advanced semiconductor equipment to China there is analysis that the expansion of capital expenditure by Chinese semiconductor companies such as ChangXin Memory Technologies (CXMT) will be constrained. Although the Chinese government anticipating U.S. export controls is going all out to localize semiconductor equipment the prevailing view is that new capacity additions will be limited due to"
X Link 2025-11-21T08:18Z 70K followers, 45.1K engagements
"Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by [----] with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier challenging Nvidia's dominance and securing the second spot in the AI accelerator market. Shifting market dynamics Industry experts analyze that if confirmed this development will shift the AI computing power market shares presenting"
X Link 2025-11-28T05:16Z 69.4K followers, 29.6K engagements
"GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov [--] Intel share price was up 10% owing to news of order win for Apples M-series in [----]. Weve highlighted the potential order win of M-series in our earlier Intel report (Belief in the Story Takes Hold on Oct 24) and indeed the progress is earlier than expected. We expect more to come and now expect the upcoming win in Apple (AAPL Buy) non-pro smartphone SoC based on Intel 14A for 2028; coupled with the likely engagement with Nvidia (NVDA Buy) and AMD (Buy)s server SKUs"
X Link 2025-12-02T04:12Z 68.9K followers, 101.5K engagements
"Ill be opening an Ask Me Anything for the next hour. As long as its not related to any NDAs Ill answer as much as I can"
X Link 2025-12-07T11:54Z 70.1K followers, 35K engagements
"@hippo407 Its difficult for me to comment on anything related to AlChip and AWS. I do think MediaTek could win some projects"
X Link 2025-12-07T12:24Z 69.1K followers, [----] engagements
"A few days ago at work someone asked me what everyone is ignoring right now but will end up realizing is important next year. Without even thinking I immediately answered: Samsung Foundry. Heres why. First not only TSMCs back-end (i.e. CoWoS) but also its front-end is becoming a severe bottleneck. In other words a scenario where CoWoS is simply substituted with Intel packagingi.e. front-end at TSMC and back-end at Intelis for now very difficult to execute. The front-end itself is the bottleneck so there simply arent enough chips to package on Intels EMIB in the first place. So I recently did"
X Link 2025-12-12T09:28Z 69.7K followers, 44.2K engagements
"J.P. Morgan [----] Memory Market Outlook: Memory Giants' Market Cap Approaching $1 Trillion This Year to Reach $1.5 Trillion in [----] In its latest research report J.P. Morgan noted that the total market capitalization of top memory chip manufacturers is nearing $1 trillion. Based on historical valuation medians this figure is projected to surge to $1.5 trillion by [----] implying that top players still have over 50% upside potential. On December [--] J.P. Morgan stated in its latest report that the current cycle will be the longest and strongest memory up-cycle in history. Investors are concerned"
X Link 2025-12-15T06:55Z 70K followers, 111K engagements
"Reuters: China has proposed a plan to require the mandatory purchase of a certain proportion of domestically produced Chinese chips when buying H200"
X Link 2025-12-15T14:19Z 68.9K followers, 93.5K engagements
"GF Securities Overseas Electronics & Telecom ☄ Micron FY1Q26 Earnings Review: DRAM Remains Strong ☀ Maintain Buy rating; raise target price to US$323: Micron reported strong FY1Q26 results with revenue of US$13.6bn and EPS of US$4.78. FY2Q26 guidance far exceeded expectations with revenue midpoint of US$18.7bn and EPS midpoint of US$8.42 (vs. recent buy-side expectations of US$6.5 and our prior forecast of US$7.34). We see Microns gross margin on a clear upward trend: 57% in FY1Q26 expected to exceed 68% in FY2Q. We remain bullish on the long-term AI-driven upcycle in DRAM. Microns HBM4"
X Link 2025-12-18T06:19Z 68.8K followers, [----] engagements
"My Picks for the Biggest Nonsense Takes of [----] [--]. OpenAI is buying up all the memory worldwide causing memory prices to skyrocket. [--]. Every bearish report Shawn Kim wrotelike the one claiming HBM wont be able to keep DRAM supply tight. [--]. Big Tech is inflating the depreciation lives of their GPUs. https://twitter.com/i/web/status/2002531561368137963 https://twitter.com/i/web/status/2002531561368137963"
X Link 2025-12-21T00:08Z 70K followers, 24.5K engagements
"Memory supercycle exposes T-Glass constraint tightening BT substrate supply As the global memory industry enters a supercycle driven by structural supply shortages the supply shortage of BT substrates for memory chips is intensifying. Taiwan IC substrate manufacturers Kinsus and Nanya PCB have secured urgent orders as customers seek to sign long-term supply agreements amid material shortages. This has significantly improved order outlooks from the second half of [----] and has acted as a major driver behind the increase in Taiwan PCB production in Q3. According to the supply chain shipments of"
X Link 2025-12-22T04:19Z 70.1K followers, 96.7K engagements
"I think Samsung Electro-Mechanics is still undervalued. A lot of people still see it as just an MLCC company but in reality it supplies FC-BGA substrates to most ASIC players outside of NVIDIA. I believe Samsung Electro-Mechanics will deliver explosive growth next year"
X Link 2025-12-28T06:08Z 69.5K followers, 116.3K engagements
"@zephyr_z9 Google Translate translates Ibiden as Biden"
X Link 2025-12-28T09:32Z 68.9K followers, [----] engagements
"@markankcorn The 80% next to Ibiden means that Ibiden accounts for 80% of Nvidias share not that Ibiden has 80% of the entire FC-BGA market"
X Link 2025-12-28T14:09Z 68.9K followers, [---] engagements
"Innolux Wins RF Chip Component Packaging Order from SpaceX Innolux: Forecasts improved performance in [----] driven by a simultaneous rise in prices and volume in the display industry. Notably the company is achieving results in its transition to FOPLP and is reported to have won an order for RF chip component packaging from SpaceX. Currently related production capacity is running at full utilization and shipment volumes are being expanded on a quarterly basis. RF chips are key components that seamlessly connect data and computing capabilities between space and Earth playing a decisive role in"
X Link 2025-12-28T23:43Z 70.1K followers, 24.1K engagements
"IC substrates and networking PCBs grow; materials and equipment face shortages The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain such as Unimicron and Kinsus which have gradually emerged from the oversupply bottleneck caused by large-scale post-pandemic capacity expansion. The surge in orders has spread to multiple networking and server PCB manufacturers including Gold Circuit Electronics (CGE) Allied Circuit Co. (ACCL) and First Hi-tec driving double-digit year-over-year growth"
X Link 2026-01-03T11:23Z 70.4K followers, 59.6K engagements
"Is it true that Rubins CCL material grade is being downgraded Taiwanese CCL stocks are getting hit pretty hard today"
X Link 2026-01-07T03:18Z 68.7K followers, 17.1K engagements
"Doosans stock in Korea isnt doing well either"
X Link 2026-01-07T03:19Z 68.7K followers, [----] engagements
"Morgan Stanleys estimated AWS Trainium [--] (Tr3) volume allocation by company: - Alchip: 500k600k units - Annapurna: 800k900k units - Marvell: 100k200k units Broadcom has decided to use its limited 3nm capacity for its ongoing ASIC projects particularly TPU production. https://twitter.com/i/web/status/2008827432665845815 https://twitter.com/i/web/status/2008827432665845815"
X Link 2026-01-07T09:05Z 70K followers, 72K engagements
"Amid growing demand for AI servers which is exacerbating the structural supply shortage of NAND flash Taiwanese media reported that Phison Electronics has successfully entered the supply chain for NVIDIA's next-generation AI platform. According to sources cited by Taiwanese media at the CES [----] exhibition Phison's storage module was confirmed to be included in the switch tray system configuration of NVIDIA's next-generation Rubin NVL72. This indicates that Phison's SSD and storage solutions have penetrated the core system level of next-generation AI servers. Additionally it is known that"
X Link 2026-01-09T04:37Z 69K followers, 13.6K engagements
"GF Securities Overseas Electronics Communication ☄ NVIDIA (NVDA US Buy): Upside Potential from H200 Followed by a Leap with Vera Rubin Report Uploaded ☀ Reiterate Buy Rating Raise Target Price to $286: NVIDIAs stock has declined 11% from its November peak last year driven primarily by concerns over Google competition OpenAI models and financing and fears of an AI bubble. However recent investor feedback indicates signs of reversal in the prior long Google TPU short OpenAI/NVIDIA pair trade. We recommend continuing to stay long NVIDIA with key drivers being strong H200 demand and an unchanged"
X Link 2026-01-12T02:41Z 68.7K followers, 70.3K engagements
"Even without taking a long-term view the PSU market is going to grow massively starting next year. Whats really unfortunate is that most major PSU makers are Taiwanese companies. For me investing in Taiwanese stocks is a bit tricky"
X Link 2026-01-14T00:06Z 70.5K followers, 53K engagements
"UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. VAT) and duration till the end of 1Q26E. Given the size of order we believe this may have been for c.3 units of HBM4 TCB tools. Based on our channel checks and industry conversations we believe competitor Hanwha Semitech may have also secured TCB tool orders of equivalent scale or c.3 units for HBM4 12Hi suggesting a 50/50"
X Link 2026-01-16T06:11Z 68.8K followers, 35.2K engagements
"Sell Hanmi Semiconductor UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex"
X Link 2026-01-16T06:15Z 68.8K followers, 35.6K engagements
"Someone asked me Jukan what is the best robotic supply chain play in your opinion So I tried to think it through and come to my own conclusion. Id pick TSMC and the memory names. I think most robot components can ultimately be produced in-house. People love to talk about reducers having a huge technological moat but when I ask people in the industry the answer to is it really that hard to make is usually no its not that impossible. In the end components other than the robots brain meaning the logic chip and the memory chip paired with it will have to compete head-on with Chinese companies."
X Link 2026-01-16T11:42Z 69K followers, 62K engagements
"Commenting on $INTC Intels [----] capex was originally expected to decline vs. [----]. However note that Intel has revised this plan to keep capex roughly flat or only slightly down. Intel Foundry (IFS) investments are set to be front-loaded in 1H with a greater allocation toward equipment purchases. This suggests Intel is becoming more confident in its ability to secure foundry customers. Long Semicap. https://twitter.com/i/web/status/2014529638970937859 https://twitter.com/i/web/status/2014529638970937859"
X Link 2026-01-23T02:44Z 68.8K followers, 51.5K engagements
"GF Overseas Electronics & Communications Celestica (CLS US Hold): TPU and Network Upside Potential Offsets ODM Share Rebalancing Maintain Hold Rating and Target Price of [---] USD: We expect Google's TPU server supply chain to further expand in [----] with Hon Hai starting L10/L11 production in 1Q26 and potentially capturing a higher-than-expected share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meanwhile CLS's communications segment benefits from accelerating network demand including continued growth in 800G and the ramp-up of 1.6T in [----] which will support"
X Link 2026-01-23T05:33Z 70.5K followers, 19.3K engagements
"This article is an English translation of a piece originally written in Korean by Haeryeong Kang of The Korea Economic Daily. Link There was one mysterious memory platform that Jensen Huang CEO of Nvidia announced at 'CES 2026.' 'Inference Context Memory Platform.' Inference context memory platform Today in Tech & the City we'll take a close look at what this is. Key Keyword: KV Cache Toward the end of his NVIDIA Live speech in Las Vegas on the 5th (local time) CEO Jensen Huang began talking about a memory platform. Naturally our ears pricked up. Is this the second coming of HBM (High"
X Link 2026-01-24T08:44Z 69.8K followers, 87.6K engagements
"Recently theres been a lot of talk about copper on X so Ive been reading sell-side reportsand Ive found a lot of interesting points. One of them is that while China accounts for more than half of global copper demand it can only meet about 8% of that demand through domestic supply. https://twitter.com/i/web/status/2015075896152207845 https://twitter.com/i/web/status/2015075896152207845"
X Link 2026-01-24T14:55Z 69.8K followers, 127.6K engagements
"Just in: Samsung has raised DRAM prices by 70% in Q1 and is now hiking NAND flash prices by 100% (According to reports from South Koreas local press)"
X Link 2026-01-25T00:56Z 70.4K followers, 203K engagements
"This is truly an excellent report. I was so absorbed in reading it that I didnt even notice an hour had passed. What surprised me most was that JPM views Kioxia as having a larger eSSD exposure than SanDisk and even named Kioxia as its top pick. I had assumed SanDisks eSSD exposure would be much higher than Kioxias"
X Link 2026-01-25T13:16Z 69.8K followers, 247.3K engagements
"GF Securities Overseas Electronics Communication ☄ Intel (INTC US Buy): Pullback is a Buying Opportunity ☀ Maintain Buy Rating Raise Target Price to $60: Intel's stock price has risen 38% year-to-date benefiting from the release of Panther Lake at CES and strong momentum in server CPUs. Therefore given the high expectations driven by multiple sell-side upgrades Intel's weak 1Q26 guidance triggered a 12% after-hours stock drop. However we remain bullish on the stock and recommend investors accumulate positions during the pullback considering positive progress in its foundry business: 1) Steady"
X Link 2026-01-26T03:05Z 68.8K followers, 62K engagements
"Ultimately memory makers have no choice but to expand capacity and that will keep the memory industry cyclical. That said it doesnt mean memory stocks will fall right away. Microns Singapore NAND fab wont come online until [----] so it doesnt undermine the view that the supercycle should continue to benefit the industry throughout 2027and at least all of [----]. If timing the cycle feels daunting buy semicap instead. Among semicap names $LRCX has the highest NAND exposure. Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://t.co/QGhxhNdqU2 Micron is the"
X Link 2026-01-27T03:12Z 69.1K followers, 76K engagements
"A superb post by a Korean Silicon Valley engineer who specializes in analog semiconductors. Very impressive. Highly recommended for semiconductor outsiders who want to spot the next real bottleneck. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD"
X Link 2026-01-28T02:11Z 69.3K followers, 195.9K engagements
"1. The market is way too optimistic about MediaTeks TPU volume. [--]. Google is pushing ahead with a fully in-house completely CoT-designed 2nm TPU project completely excluding both Broadcom and MediaTek. (WTF) [--]. Google wants to become a real alternative to NVIDIA and for that Broadcom is absolutely essential. [--]. MediaTeks smartphone business is collapsing amid brutal price competition with Qualcomm and others. Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq"
X Link 2026-01-28T09:36Z 69K followers, 54.1K engagements
"GF Securities Overseas Electronics Communication- ASML Performance Commentary 🌟Event: ASML released its 4Q performance with 4Q25 revenue of 9.7bn and a gross margin of 52.2%. On the other hand the company's orders greatly exceeded expectations with new orders amounting to 13.2bn (vs. market expectation of 8bn+ Guangfa forecast of 10bn🌹). Among the new orders 7.4bn was for EUV. The company expects full-year revenue for [----] to be 34-39bn. Additionally ASML announced a [--] euro stock repurchase plan which will be executed by December [--] [----]. 🌟Commentary: The company's orders greatly exceeded"
X Link 2026-01-28T11:54Z 69K followers, 14.8K engagements
"@dnm1712 Synopsys"
X Link 2026-01-28T22:34Z 68.9K followers, [---] engagements
"SK Hynix 4Q25 Q/A 1) Regarding HBM4 HBM4 also aims for overwhelming market share just like HBM3 and 3E. Preparations for HBM4 are proceeding with mass production of customer-requested volumes according to the schedule agreed upon with customers. HBM4 has achieved customer-required performance even based on 1b nano. Plans to secure yields at the level of HBM3E using MR-MUF. Even with current production maximization demand cannot be fully met at 100% so competitors' entry is expected but competitiveness will be maintained. 2) Regarding LTA In the past LTAs existed but they were somewhat loose"
X Link 2026-01-29T00:38Z 69.4K followers, 31.9K engagements
"* Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI"
X Link 2026-01-29T01:56Z 70K followers, 27.5K engagements
"It seems like Satya is putting relatively less money into OpenAI what do you think the reason is Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI. https://t.co/S7kfTgT6d0 Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI. https://t.co/S7kfTgT6d0"
X Link 2026-01-29T03:27Z 69.9K followers, 46.1K engagements
"ByteDance and Alibaba are set to launch new AI models (The Information). ByteDance plans to unveil three new AI models next month and Alibaba is also expected to introduce its next-generation AI model next month"
X Link 2026-01-29T13:11Z 69.7K followers, 35.5K engagements
"Skeptics gain fame optimists make money. I sold SanDisk at $124 hesitated to buy at $400 and now SanDisk is at $631. $SNDK"
X Link 2026-01-30T00:58Z 69.4K followers, 61K engagements
"Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory"
X Link 2026-01-30T02:07Z 68.8K followers, 176.2K engagements
"Exclusive SK Hynix Makes Significant Progress in NVIDIAs HBM4 'Qual' Test. One Step Closer to Mass Supply SK Hynix is reported to have made substantial progress in NVIDIA's qualification (qual) testing for its 6th-generation HBM (HBM4) products. It has become highly probable that the company will stably supply these chips for 'Rubin' NVIDIA's latest Graphics Processing Unit (GPU) scheduled for release in the second half of this year. According to industry sources on the 30th SK Hynix achieved meaningful results in NVIDIA's HBM4 System-in-Package (SiP) tests conducted this month. SK Hynix"
X Link 2026-01-30T05:15Z 69.5K followers, 12.6K engagements
"Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"
X Link 2026-01-30T06:27Z 68.8K followers, 145.2K engagements
"China's YMTC Aggressively Expands NAND Flash Production: "Early Operation of New Plant in Wuhan" Yangtze Memory Technologies Co. (YMTC) China's largest NAND flash manufacturer is reportedly pushing forward with its Phase [--] investment in Wuhan at an unprecedented pace. While the Wuhan Plant [--] which began construction last September was originally expected to establish a full-scale mass production system next year local industry sources now project that YMTC will adjust its schedule to begin actual mass production as early as the second half of this year. According to Chinese semiconductor"
X Link 2026-01-30T06:32Z 70.1K followers, 74.6K engagements
"Goldman Sachs announced it is sticking to its existing forecast that the QoQ rise in NAND prices (particularly for Kioxia) will persist only through Q4 [----] (OctoberDecember) even following SanDisk's recent earnings report. Thereafter prices are projected to ease progressively as supply increases. https://twitter.com/i/web/status/2017211199872815154 https://twitter.com/i/web/status/2017211199872815154"
X Link 2026-01-30T12:20Z 69.9K followers, 99K engagements
"ABF substrate crunch reshapes market: Unimicron leads and rivals close in - As AI server architectures rapidly shift toward ultra-high-density designs advanced CoWoS packaging capacity faces persistent shortages. - Simultaneously warping and thermal stress issues caused by expanding die sizes have led to a surge in ABF substrate demand resulting in structural supply pressure. - As AI GPU and ASIC customers accelerate market expansion Japans Ibiden recently announced a large-scale capacity expansion highlighting the ongoing shortage of ABF substrates for AI servers. - Alongside Unimicron an"
X Link 2026-01-31T02:27Z 70.1K followers, 12.8K engagements
"https://www.digitimes.com/news/a20260130PD220/unimicron-abf-substrate-ai-server-market-capacity.html https://www.digitimes.com/news/a20260130PD220/unimicron-abf-substrate-ai-server-market-capacity.html"
X Link 2026-01-31T02:27Z 70.2K followers, [----] engagements
"Bernstein raises SanDisk price target to $1000"
X Link 2026-01-31T06:51Z 70.5K followers, 113.9K engagements
"Does Sandisk's recent sharp stock price surge already reflect the company's tremendous operating profit margin in [----] If it hasn't been fully priced in yet then the stock price could still have a lot more room to run going forward. Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io"
X Link 2026-01-31T07:06Z 68.7K followers, 61.3K engagements
"* South Koreas semiconductor exports in January reached $20.5 billion surpassing $20 billion for the second consecutive month. * The January semiconductor export growth rate stood at 103% more than doubling compared to January of the previous year. https://www.yna.co.kr/view/AKR20260201012200003input=1195m https://www.yna.co.kr/view/AKR20260201012200003input=1195m"
X Link 2026-02-01T00:24Z 68.7K followers, 29.7K engagements
"Can OpenAI go public (IPO) without agreeing with Elon Musk"
X Link 2026-02-01T00:52Z 68.8K followers, 29.3K engagements
"Several sell-side firms have begun to forecast Samsung Foundrys return to profitability"
X Link 2026-02-01T01:18Z 68.7K followers, 53.8K engagements
"Samsung and SK Hynix Both Yet to Pass Qual Tests Both Initiating Risk Production for HBM4 The commercialization process for High Bandwidth Memory (HBM) is shifting. Typically memory manufacturers enter official mass production only after completing quality (qual) tests with customers using samples. However to meet the urgent demands of key customers both Samsung and SK Hynix are now preemptively starting mass production before receiving final certification. According to industry sources on the 1st both companies have begun preemptive mass production of HBM4 to respond to Nvidias demand"
X Link 2026-02-01T02:31Z 69.5K followers, 23.6K engagements
"Why Its Extremely Difficult to Manufacture Mobile SoCs on Intel 18A/14A (Perspective from an Active Design House Industry Professional via SemiWiki) #1"
X Link 2026-02-01T03:48Z 70K followers, 69.3K engagements
"The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used"
X Link 2026-02-01T05:42Z 69.4K followers, 61.2K engagements
"I'm also researching HPSP. Peter Thiel sponsors JD Vance. JD Vance represents Ohio as his district where Intel's largest fab is located. HPSP has unusually high sales to Intel among Korean semiconductor equipment companies. Peter Thiel's fund appointed Lee Chun-heung the former senior vice president in charge of Intel's packaging to HPSP. Peter Thiel's fund Cresando has stated that it will not sell HPSP but will continue to hold it. Something. something is happening. I learned of this niche Korean semiconductor equipment firm called HPSP that has a virtual monopoly in high-pressure hydrogen"
X Link 2026-02-01T11:10Z 69.9K followers, 130.5K engagements
"I'm considering traveling to Shenzhen. but the prices are insane For the price of one night in a 5-star hotel in Korea you can stay three nights in Shenzhen (based on 5-star hotel standards). I've heard English is barely spoken in Shenzhen. Should I use a Chinese translation app"
X Link 2026-02-01T12:51Z 69.7K followers, 97.4K engagements
"Is anyone aware of why ASML can boast strong orders and deliver outstanding results yet Lasertec reports less impressive performance ASMLs equipment and Lasertecs equipment are sold as a paired set arent they"
X Link 2026-02-02T00:47Z 69.2K followers, 36.8K engagements
"@evrgn11112231 Do you know which firm wrote that report"
X Link 2026-02-02T01:16Z 68.7K followers, [----] engagements
"@superhoogie What do you think about Resonac"
X Link 2026-02-02T03:02Z 70.3K followers, [----] engagements
"Bank of America forecasts that due to the sharp rise in DRAM prices smartphone shipments in [----] will decline by a high single-digit percentage while PC shipments will drop by a low double-digit percentage (around 1013%). What surprised me when I saw this table was that contrary to the fear-mongering from many sell-side analysts even though automotive DRAM prices have risen significantly vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic) And the decline in low-end smartphone shipments seems much more severe than I thought theyre projecting"
X Link 2026-02-02T04:46Z 69.4K followers, 86.1K engagements
"Samsung and SK Hynix to Accelerate Conversion Investment in Cutting-edge NAND in Q2 Samsung Electronics and SK Hynix are set to begin large-scale conversion investments in cutting-edge NAND flash. While these plans were previously delayed in favor of DRAM concrete investment schedules are now being finalized. This strategy aims to address the surging demand in the NAND market driven primarily by the AI industry. According to industry sources on the 2nd both Samsung and SK Hynix plan to proceed with conversion investments for cutting-edge NAND during the second quarter of this year. Samsung"
X Link 2026-02-02T07:04Z 69.4K followers, 29.2K engagements
"Samsung recently carried out an organizational restructuring and reassigned personnel who had been in its power semiconductor organization to core business units such as HBM4 and the 2nm process"
X Link 2026-02-02T12:18Z 69.4K followers, 42.6K engagements
"Teradyne here. Picked some up and its already +21% profit lol @jukan05 What stocks did you buy @jukan05 What stocks did you buy"
X Link 2026-02-02T22:00Z 69.6K followers, 86.9K engagements
"Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first"
X Link 2026-02-02T22:12Z 69.3K followers, 77.8K engagements
"SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing completion this move is analyzed as a rapid response to supply HBM4 for NVIDIA's latest AI accelerator 'Vera Rubin.' SK Hynix plans to expand production capacity through wafer input for 1b DRAM expansion of the Cheongju M15x fab and process conversion at the M16 fab. According to industry sources on the 3rd SK Hynix plans"
X Link 2026-02-02T23:53Z 69.6K followers, 38.2K engagements
"Samsung Leads in HBM4 Performance but Nvidia Backs SK Hynix for Its 'Yield' Samsung Electronics has launched a counteroffensive in the 6th-generation High Bandwidth Memory (HBM4) market by achieving the highest performance among the top three memory makers. However SK Hynix is expected to maintain its market dominance driven by its superior production yields. As global big tech companies like Nvidia face extreme HBM supply shortages they are prioritizing the securing of stable volumes over raw performance. In this environment "yield competitiveness" has emerged as the decisive factor in the"
X Link 2026-02-03T02:34Z 69.5K followers, 17.9K engagements
"The advice Im giving you is this: if you want to fully ride the memory super cycle buy companies that actually manufacture memory. Not IP companies like Rambus. This fucking company crashes every single time they announce earnings"
X Link 2026-02-03T03:20Z 70.4K followers, 62.2K engagements
"Samsung is up more than 10% in a single day today🤯"
X Link 2026-02-03T06:13Z 69.8K followers, 70K engagements
"What Is it already time for OpenAI to start laying off staff OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D"
X Link 2026-02-03T09:13Z 69.3K followers, 231.7K engagements
"I was imagining something: what if a certain company is trying to acquire Sandisk and since JPM is advising on the deal JPM stopped covering Sandisk because of that Of course it could be for a different reason. But I cant really think of any other explanation"
X Link 2026-02-03T09:57Z 69.5K followers, 77K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing