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@rwang07 Avatar @rwang07 Ray Wang

No information is available about Ray Wang. However, recent developments in the AI chip industry include NVIDIA's GB300 entering full-scale production, and companies like SK Hynix, Samsung, and TSMC making significant investments and advancements in AI-related technologies. The US government is also exploring equity stakes in chipmakers like Intel, Micron, and TSMC in exchange for Chips Act funding.

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Social category influence stocks #4451 technology brands XXXX% finance #1492 countries #6498 currencies #1235 travel destinations #1387 vc firms #571 fashion brands XXXX% cryptocurrencies XXXX%

Social topic influence $nvda #130, $tsm #14, $mrvl #32, $3661tw #1, $googl #1887, samsung #500, morgan stanley #203, dram #18, has been 0.33%, taiwan #695

Top accounts mentioned or mentioned by @zephyr_z9 @mojo_flyin @alex_intel_ @grok @zephyrz9 @mooremorrissemi @alexintel @thefuturumgroup @diamondrapids @schamorro357 @bitcoinvics @covrovski @futureman1977 @jukanlosreve @openai @coolmaster312 @xyang2023 @danielnewmanuv @juanilebedev @unclesam303

Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Marvell Technology Inc (MRVL) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Apple, Inc. (AAPL) Metadium (META) Amazon.com, Inc. (AMZN) Applied Materials, Inc. (AMAT) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Intel Corporation (INTC) Dell Technologies, Inc. (DELL) Astera Labs, Inc. Common Stock (ALAB) QUALCOMM, Inc. (QCOM) Micron Technology, Inc. (MU) Vertiv Holdings Co (VRT) Amphenol Corporation (APH) Microsoft Corp. (MSFT) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) ANSYS, Inc. (ANSS) Artificial Intelligence (AI4) Super Micro Computer, Inc. Common Stock (SMCI) Oracle Corporation (ORCL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Increasing power consumption across successive generations of $NVDA AI servers"
X Link @rwang07 2025-10-15T14:38Z 20.1K followers, 15.8K engagements

"Unimicron warned that sluggish expansion by JP fiberglass suppliers along with unqualified substitutes from (TW/CN) has delayed ABF substrate deliveries for CoWoS. Without new capacity by the 2H26 the company expects the fiberglass shortage to become a major bottleneck"
X Link @rwang07 2025-08-01T12:07Z 19.9K followers, 3373 engagements

"Over half of U.S. adults are using OpenAI and $GOOGL's chatbots as their AI assistant. $META $AMZN and $AAPL follow. Claude has much lower usage amount U.S adults which is very interesting (of course we can discuss the methodology). Source: Menlo Ventures"
X Link @rwang07 2025-07-08T11:53Z 20.1K followers, 13.3K engagements

"This episode from @stratechery featured two "Ben" is very interesting particularly the discussion on $INTC and $TSM. I found the analogy of insurance and $INTC quite eye-opening. "At the end of the day Intel existing is the single most important piece of insurance for anApple for an AMD for an Nvidia for a Qualcomm for basically every single US fabless chipcompany and the reason why insurance is the right analogy is because in any normal stateof affairs they dont need Intel. TSMC meets their needs they meet their needs betterand thats why theyre not signing deals with Intel. But the point of"
X Link @rwang07 2025-10-04T13:38Z 20.1K followers, 71.1K engagements

"More updates on MediaTek $MRVL and $META"
X Link @rwang07 2025-10-01T15:57Z 20.1K followers, 54K engagements

"Wistron is accelerating its plans to establish an electronics manufacturing base in Telangana India with an estimated investment of around NT$3.42 billion. According to sources who requested anonymity Wistron is scouting land near Hyderabad to build facilities for producing servers routers and switches. One source stated: Wistron has decided to enter Telangana with a different product line and is currently finalizing the site selection likely in an electronics industrial park on the outskirts of Hyderabad. Theyve visited several locations but have not made a final decision. Another source"
X Link @rwang07 2025-07-29T12:25Z 20.1K followers, 16K engagements

"The WSJ reported that Trump privately discussed with the senior officials about sending a message that the U.S. wants to de-escalate trade tensions with China - Trump aims to de-escalate trade tensions with China after threatening XXX% tariffs he and senior officials discussed sending a global message that the U.S. wants to cool relations. - Both Washington and Beijing privately seek to ease tensions with Trumps team hoping to stabilize markets and prevent distractions from his Middle East peace efforts. - Despite the de-escalation signals administration officials had been preparing"
X Link @rwang07 2025-10-14T10:16Z 20.1K followers, 231.6K engagements

"GF Securities: "Regarding $META (ASIC) although market views are divided we now expect $MRVL to be more likely to win the ARKE project due to its I/O capabilities and the pressing need to broaden its customer portfolio.""
X Link @rwang07 2025-09-26T01:49Z 20.1K followers, 29.4K engagements

"I think this note on $DELL should be quite true. The sentiment of this is at least alighed with data points and comments from Wistron and Wiwynn. As previously noted the data points of AI servers are improving. "We now estimate $DELL FY26 GB200/300 NVL72 shipments at 5.5k units higher than the previous forecast of 4.5k while AI HGX server shipments are expected to decline to 26000 units as the market shifts toward NVL72/144 configurations. For FY27 we expect NVL72/144 rack shipments to reach 10000 units driven by xAIs Colossus X and agreements with CoreWeave OpenAI and $META supported by"
X Link @rwang07 2025-10-03T10:55Z 20.1K followers, 9973 engagements

"Hon Hai (Foxconn) and TECO Electric & Machinery is rumored to develop joint venture to enter the EV market Industry sources indicate that Foxconn and TECO are set to deepen their collaboration in the EV and data center sectors with particularly strong synergy in EVs. There are also reports suggesting that the trading suspension of both companies may be tied to investment plans in the Indian EV market. Regarding the form of cooperation analysts note that a simple joint venture would not require a trading suspension. This suggests the two companies may be pursuing a shareholding-based"
X Link @rwang07 2025-07-29T21:15Z 20.1K followers, 1626 engagements

"1) Foxconn (Hon Hai) and Shin Zu Shing (SZS) have formed a joint venture to take orders and manufacture the $APPL foldable iPhone hinge. Foxconn holds a slightly higher stake and steers future direction. The JV has secured a larger order share (65%) than Amphenol (35%). 2) Luxshare-ICT could join as a new hinge supplier as early as sometime after 2027"
X Link @rwang07 2025-10-12T23:49Z 20.1K followers, 8257 engagements

"Link this post back to the recent development of $DELL and Wistron over the past X months. "Based on my industry surveys Oracle accounted for roughly XX% of global GB200 NVL72 shipments in 2025. That makes it a major buyer but still behind Microsoft (30%) Google (16%) and Dell (14%). As a result Oracles deliveries arrived lateraround late 2Q25vs. initial small-batch GB200 NVL72 shipments starting in 1Q25.""
X Link @rwang07 2025-10-08T12:44Z 20.1K followers, 8721 engagements

"🧵 @MooreMorrisSemi and I just published a 4000word technical deep dive on HBM. A MUST READI can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how SK Hynix has taken the lead. 3) Chinas evolved HBM capabilities. /1 Link:"
X Link @rwang07 2025-06-03T22:14Z 20.1K followers, 139.8K engagements

"Upsides can't stop coming for Wiwynn and Wistron"
X Link @rwang07 2025-10-08T03:01Z 20.1K followers, 3780 engagements

"$CDNS CFO John Wall views the $SNPS- $ANSS merger to potentially make them more competitive against Cadence by offering more of a one platform-like (chip design verification packaging) offering for the customer that adds more value to the customers (which could increase the pricing). Yet he doesnt'y necessary think such deal play a downside role for Cadence"
X Link @rwang07 2025-08-27T23:10Z 20.1K followers, 2564 engagements

"And this: Ibiden will significantly expand its IC packaging substrate production. The company plans to increase substrate output by XXX% by 2027 compared with 2024 levels with a new production line at its Ono plant in Gifu Prefecture scheduled to begin operation as early as next month"
X Link @rwang07 2025-09-22T10:57Z 20.1K followers, 8706 engagements

"Morgan Stanley: Alchips 3nm project win was partially acknowledged by Marvell. At its recent earnings call Marvell management was still confident in next generation Trainium3 at AWS though acknowledging there could be some uncertainties From Asia's supply chain we have only seen one tape-out of 3nm from Alchip so far: While we dont know how to reconcile the Marvell 3nm vs. Alchip 3nm debate TSMCs 2026 CoWoS capacity booking this July should provide key evidence of who wins more share $MRVL $AMZN"
X Link @rwang07 2025-06-03T00:26Z 20.1K followers, 11K engagements

"The reasoning behind this: 1) TPUs general purpose nature on tensor/matrix AI workloads with improving framework and SparseCore support; 2) lower the upfront cost compared to that of Nvidia; 3) TPUs solid performance in large numbers of connected TPU units"
X Link @rwang07 2025-08-28T12:24Z 20.1K followers, 9338 engagements

"Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous"
X Link @rwang07 2025-06-04T11:55Z 20.1K followers, 8080 engagements

"Memory module maker ADATA Chairman Simon Chen stated that the global memory market is facing an unprecedented shortage (called it "near empty") in DRAM NAND and HDD. These product lines are experiencing simultaneous supply tightness for the first time. The AI boom has driven a surge in demand so strong that the grain bins of the three major upstream suppliers are now nearly empty. He stated bluntly Our competitors in securing supply are no longer our peers in the industry they are now the cloud service provider (CSP) giants. He revealed that current inventories at upstream suppliers are"
X Link @rwang07 2025-10-14T10:09Z 20.1K followers, 41.6K engagements

"Hanmi Semiconductor Unveiled New Tool Aiming to Enter 2.5D Advanced Packaging. According to reports from Seoul Economic Daily and ZDNet Korea Hanmi has launched a next-generation tool designed specifically for AI semiconductors: the Big-Die Flip Chip Bonder (FC Bonder). The new equipment will be available to customers worldwide and signals a strategic leap into the booming 2.5D packaging sector. The newly unveiled Big-Die FC Bonder is engineered to support significantly larger chip substrates enabling bonding on interposers up to 7575mm far larger than the conventional 2020mm formats used in"
X Link @rwang07 2025-09-29T12:26Z 20.1K followers, 2299 engagements

"$AAPL iPhone XX series has achieved both strong sales and positive market reception reportedly prompting additional order requests that have energized the Taiwanese supply chain. $TSM is seen as the primary beneficiary as the A19 series chips are built using its third-generation 3nm (N3P) process keeping advanced-node capacity running at full utilization. In addition supply chain sources suggest that some of $AAPL products are also being refreshed further driving TSMCs advanced process capacity to full utilization. Reportedly the iPad Pro and MacBook Pro will feature the M5 chip built on $TSM"
X Link @rwang07 2025-10-13T11:56Z 20.1K followers, 5570 engagements

"Report: iPhone XX Pro iPhone XX Pro Max and the rumored foldable model iPhone XX Fold Apple will adopt A20 chip with most advanced packaging technology According to the latest report by analyst Jeff Puproduced at GF SecuritiesApple is expected to use its brand-new A20 chip for the first time in the iPhone XX Pro iPhone XX Pro Max and the rumored foldable model iPhone XX Fold all of which are slated to launch in 2025. Tech media outlet MacRumors notes that the A20 chip will be manufactured on TSMCs first-generation X nm process (N2). This represents a significant step forward compared to the"
X Link @rwang07 2025-06-05T12:17Z 20.1K followers, 2386 engagements

"Delta Electronics has been the key power suppy and cooling provider for $NVDA $GOOGL (TPU) and $AWS (Trainium). In June Delta Electronics reported NT$42.208 billion representing a XXXX% month-over-month increase and a XXXXX% year-over-year increasemarking the second-highest monthly revenue on record Delta achieve a new quarterly high revenue ($124.03B XXX% QoQ and XXXX% YoY) in Q2 with first-half revenue also hitting a record for the same period (T$242.954 billion up XXXXX% YOY). The AI severs continue to be the key driver for companies growth with ramp-up of NOT ONLY $NVDA's GB200 but also"
X Link @rwang07 2025-07-09T23:17Z 19.9K followers, 12.3K engagements

"SK Hynix age like a fine wine Its is also true that the company is entering into uncharted territory"
X Link @rwang07 2025-10-02T10:43Z 20.1K followers, 4414 engagements

"I did a pretty cool analysis unpacking $AMAT's new Kinex platform (co-developed with $BESI) as well as the future of HBM and Hybrid Bonding. You can download the report here. And thanks for $AMAT senior technical people's feedback always found those convos super helpful"
X Link @rwang07 2025-10-10T00:02Z 20.1K followers, 12.3K engagements

"Key data point for AI here. No slowdown. $NVDA and $AAPL partner Hon Hai reported Q2 net profit of NT$44.4 billion (US$1.48 billion) up XX% YoY and above market expectations (38.8B NTD). Notably its AI server business grew nearly XX% YoY in Q2 and is projected to exceed XXX% YoY revenue growth in Q3. "AI market continues strong demand in 2026.""
X Link @rwang07 2025-08-14T11:31Z 20.1K followers, 16.9K engagements

"1) Memory and Nanya Technology 25Q3 Earnings Call (251013). - Q3 revenue reached NT$18779M up +78.4% QoQ and +130.9% YoY. - Gross margin improved to XXXX% from -XXXX% in Q2 - ASP increased 40+% (next slide)"
X Link @rwang07 2025-10-13T11:48Z 20.1K followers, 11.5K engagements

"According to Advantest nearly XX% of cost in GPU goes to HBM and Materials Assembly & Testing. $NVDA"
X Link @rwang07 2025-09-11T02:25Z 20K followers, 27K engagements

"GF Securities: "We believe that NAND vendors capacity expansion guidance for 2026 remains disciplined with limited new capacity additions. Overall NAND supply growth in 2026 is expected to be around XX% which includes YMTCs planned 50KPM (about 50000 wafers per month) expansion.""
X Link @rwang07 2025-09-17T09:05Z 20.1K followers, 9039 engagements

"ASML CEO on OpenAI LoI deal with SK Hynix and Samsung. "I think we a bit careful with how the big announcement can translate into real capacity. Need on the ground. I think the one thing I'd still like to stress one more time is we see the the broadening of the customer base. I think a very important news in that matter because whatever you do is the first set of news. I think we can all agree that we need to make sure that the market will not be supply limited and this has always been a risk with the limited amount of customers supplying AI chips both in logic and DRAM. So I think the"
X Link @rwang07 2025-10-15T13:34Z 20.1K followers, 16.3K engagements

"$TSM SoIC and CoWoS capacity for 2026 is reportedly fully booked amid surging AI demand. Leading OSATs and downstream testing providers such as ASE SPIL and KYEC are expected to benefit while accelerating their expansion"
X Link @rwang07 2025-10-12T23:44Z 20.1K followers, 3731 engagements

"According to Chinese tech blogger IceUniverse MediaTek's ( next-gen Dimensity 9500 ( $ARM-based) will deliver a major GPU upgrade: energy efficiency is expected to improve by more than XX % over the previous generation peak performance will be top-tier. Even more exciting this years phones could push ray-tracing frame rates beyond XXX FPS for an explosive user experience"
X Link @rwang07 2025-08-05T02:15Z 20.1K followers, 10.7K engagements

""Altman has been exploring financing alternatives with supply-chain partners people familiar with his meetings said. Such discussions remain in the early stages the people said." He has met with $TSM Samsung SK Hynix and Hon Hai (Foxconn)"
X Link @rwang07 2025-10-04T14:33Z 20.1K followers, 59.5K engagements

"$MRVL $AMZN and Alchip More conviction from MS on Alchip locking in Trainium X and Trainium X project from AWS. And from MS reports I have been reading over the past a month or two the confidence on this has been increasing. Morgan Stanley: Our foundry supply chain checks indicate the ASIC TAM of Alchip's main customer $AMZN AWS is still expanding while Alchip has secured 3nm and 2nm projects. For 3nm we now expect the 2nd tape-out in July and it will bring in not just additional NRE revenue in 3Q25 but also improve Trainium3 ASIC performance in 2026. In the 2nm Trainium4 ASIC we expect"
X Link @rwang07 2025-08-12T12:03Z 20.1K followers, 15.2K engagements

"Delta Eletronics can't stop winning. If you haven't followed this company then you should. Morgan Stanley says Delta's September revenue was XX% above our estimate at NT$57.1bn up XX% MoM and XX% YoY a record high. Infrastructure outperformed with XX% MoM growth (+168% YoY) as liquid cooling system revenue in September was above NT$9bn double MoM making a XX% contribution to total revenue"
X Link @rwang07 2025-10-13T01:47Z 20.1K followers, 9882 engagements

"1. Trainium X shipments in 2026 are tracking ahead of market expectations (around XX million units) especially after the launch of Sonnet XXX which has raised inference demand forecasts. Contrary to market rumors there has been no delay. Specifically Trn3-1 taped out in Q125 and will enter mass production in Q126 while Trn3-2 taped out in Q325 and will enter mass production in Q226. X. Management has just returned from the U.S. after discussions with customers on capacity planning. Reportedly Annapurna has recently asked Alchip to secure additional capacity and all Trn-2 turnkey projects will"
X Link @rwang07 2025-10-02T11:34Z 20.1K followers, 15.6K engagements

"$NVDA GPU shipments and $SMCI AI revenue Source: GF Securities"
X Link @rwang07 2025-06-25T10:24Z 20.1K followers, 6388 engagements

"Reference #2 (250829)- $MRVL earnings call:"
X Link @rwang07 2025-09-03T15:12Z 20.1K followers, 3837 engagements

"Update on $TSM advanced node roadmap in Taiwan and Arizonastate-of-the-art process node (N2 A16 and A14) will be established in Taichung Kaoshiung and Arizona. $NVDA $AMD $AAPL According to supply chain sources Kaohsiung is set to become a major production hub for the 2nm family. All five planned phases (P1P5) of Fab XX will be dedicated to 2nm-class production including the A16 process node that introduces backside power delivery (BSPDN) next year. In addition the company is evaluating the construction of a sixth phase (P6) to support the even more advanced A14 (1.4nm) process. Total"
X Link @rwang07 2025-10-06T23:24Z 20.1K followers, 4552 engagements

"What a productive weekend. Just end until the mail sent out successfully as scheduled. Earnings week is back. $ASML and $TSM. Fun time"
X Link @rwang07 2025-10-12T23:34Z 20K followers, 3846 engagements

"Taiwanese ASIC Designer GUC Reports September Revenue Surge on Great NRE and Turnkey Growth GUC reported September 2025 revenue of NT$3.61 billion marking a +30.5% MoM and +104.9% YoY increase the companys strongest monthly result since early 2024. Turnkey revenue reached NT$2.09 billion (-4.1% MoM +73.9% YoY) supported by ongoing AI customer tape-outs despite minor timing adjustments. NRE surged to NT$1.52 billion representing a sharp +200.6% MoM and +178.0% YoY rebound driven by multiple 2.5D/CoWoS design ramps tied to next-generation AI accelerators. For Q3 overall the consolidated revenue"
X Link @rwang07 2025-10-08T12:40Z 20.1K followers, 18.5K engagements

"Another W for $NVDA on networking (but honestly kinda expected). Ethernet No problem. NVIDIA today announced that $Meta and $ORCL will boost their AI data center networks with NVIDIA Spectrum-X Ethernet networking switches"
X Link @rwang07 2025-10-13T18:53Z 20.1K followers, 3198 engagements

"AMD's deal now looks even more interesting comparing it with $NVDA and $AVGO"
X Link @rwang07 2025-10-13T13:17Z 20.1K followers, 16.2K engagements

"GF Securities: Re-rate MediaTek (2454) to Hold. ASIC: - $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25 likely due to internal design-team issues. On the positive side the I/O chip is progressing well and may enter wafer production at TSMC. - $META: despite mixed market sentiment we now see $MRVL as more likely to win ARKE given its strong I/O capability and need to broaden its customer base. - "Overall we maintain our forecast for data-center ASIC revenue to reach $1B by end-2026 but we lower our 2027 outlook." SoC: - MediaTek previously guided to double-digit USD"
X Link @rwang07 2025-09-27T10:09Z 19.9K followers, 7743 engagements

"Wow so $MRVL really is back 🤓"
X Link @rwang07 2025-10-02T16:26Z 20K followers, 3727 engagements

"A year ago Im pretty sure no one in Taiwan wouldve believed Nanya Tech could get anywhere near NT$100 yet here we are (almost). Legacy DRAM are going wild and Nanyas just riding the wave and reaping the rewards"
X Link @rwang07 2025-10-09T01:49Z 20K followers, 7882 engagements

"1) Taiwans leading $NVDA AI server manufacturer and key $AAPL assembler Hon Hai (Foxconn) reported September revenue of NT$837.1 billion up XXXX% MoM and XXXX% YoY marking a new all-time high and the strongest September performance in the companys history. $TSM Its Q3 revenue reached NT$2.057 trillion up XXXX% QoQ and XXXX% YoY setting a record high for any Q3 in the companys history"
X Link @rwang07 2025-10-05T12:05Z 20.1K followers, 3720 engagements

"Couple important lines from $ASML CEO Christophe Fouquet. 1) "We see continued momentum around customers adopting more EUV layers in both logic and DRAM." 2) "We expect to see China customer demand and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025.""
X Link @rwang07 2025-10-15T13:44Z 20.1K followers, 2517 engagements

"".We have learned that $NVDA has already requested AVC to design microchannel cold plates (MCCP) for the Rubin Ultra GPU (expected launch in 2027). It appears that multiple cooling solutions are currently under development and the liquid-cooling market for microchannel cold plates is expected to continue expanding for many years.""
X Link @rwang07 2025-10-05T12:08Z 20.1K followers, 18.7K engagements

"More updates on MediaTek and $GOOGL TPU from GF Securities. 1) Compute die in final stage of tuning 2) MediaTeks I/O die has been qualified 3) Tape-out scheduled at Sep XX 4) Engineering sample to be in 2Q2 5) Small volume shipment by end-2026"
X Link @rwang07 2025-06-17T11:40Z 20.1K followers, 5849 engagements

"CLST: Increasing data traffic due to AI server deployments is driving 800G switch upgrades for AI datacentres. $AMZN $Accton (2345 TW). We expect AWS 800G switch demand to accelerate from 4Q25 to meet the surge in data traffic from GPU and in-house ASICs and also thanks to smoother supply of 800G switch chips and components. Accton will be the major supplier of AWS 800G switches as demand continues to strengthen. Increasing engagement with a new key customer on new 800G switch opportunities could become a third leg for business growth. Also we expect Accton to begin to ramp up 800G switches"
X Link @rwang07 2025-09-27T13:30Z 20.1K followers, 8653 engagements

"These incremental advancements are proving that Jensen's announcement of NVLink Fusion in May has been gaining momentum in the industry despite some initial doubt a few months ago. $NVDA This guy's vision has been pretty spot on"
X Link @rwang07 2025-10-14T00:09Z 20.1K followers, 10.4K engagements

"$CIEN to Acquire Nubis Communications. Ciena has traditionally focused on data center interconnect (DCI) solutions. It is now aiming to extend its reach into intra-data center networking through the acquisition of Nubis Communications. Nubis should bring some expertise in CPO NPO and ACC. Market: With this acquisition $CIEN aims to move beyond the DCI segment into the fast-growing market for intra-data center optical connectivitywhich is vital for AI cluster scaling and rack-to-rack communication. IPs: Ciena should gain access to Nubiss high-bandwidth low-power optical interconnect IP helping"
X Link @rwang07 2025-10-10T11:31Z 20.1K followers, 2116 engagements

"Report: China's 28nm foundry capacity to hit XX% by 2027 as SMIC HLMC Nexchip ramp up China is rapidly expanding mature-node chip production at key sites including SMIC's fabs in Beijing Shenzhen Shanghai Lingang and Xiqing; Hua Hong Semiconductor's phase-two 12-inch fab in Wuxi; Nexchip Semiconductor's N3 facility; and the second-phase 12-inch project by Beijing Yandong Micro Electronic. With these ongoing investments analysts estimate China's global share of 28nm capacity could exceed XX% by 2027. Omdia reports that while mature-node expansion is sluggish outside China domestic foundries"
X Link @rwang07 2025-05-05T21:08Z 20.1K followers, 2827 engagements

"6) Shifting focus from Hon Hai another major AI server assembler Wistron is also expected to ship more AI racks than previously anticipated. The companys (both Wistron and Wiwynn based on author's understanding) order visibility now extends through 2027 and based on my understanding demand from its CSP and AI lab customers remains exceptionally strong"
X Link @rwang07 2025-10-05T12:05Z 20.1K followers, 3564 engagements

"Chinas leading market regulatory agency SAMR has launched an antitrust investigation into $QCOM over its acquisition of Autotalks citing failure to file the transaction under Chinas Anti-Monopoly Law"
X Link @rwang07 2025-10-10T10:52Z 20K followers, 2238 engagements

"Bloomberg reported that Huawei's Ascend 910C consists of HBM2E from SK Hynix and Samsung as well as logic die from $TSM citing TechInsight's research"
X Link @rwang07 2025-10-03T10:47Z 20K followers, 3682 engagements

"GF Securities: The bearish view on $MU HBM4 is weakeningOur previous concerns about Micron mainly centered on the certification of its HBM4 product. We note that despite the current low yields Micron has indeed provided NVIDIA with samples of its 11Gbps HBM4. We recommend closely monitoring yield improvement progress while we forecast that production in the first half of 2026 will remain limitedabout two quarters behind SK"
X Link @rwang07 2025-09-26T01:19Z 20.1K followers, 24.1K engagements

"Taiwanese advanced packaing leader ASE Technology reported its Augsut revenue reaching NT$56.4B up XXX MoM and XXX% YoYthe highest monthly revenue in XX months. Cumulative revenue from January to August reached NT$406.9B up XXXX% YoY. ASE stated that in addition to significant growth in advanced packaging and testing this year traditional packaging has also performed better than last year. The companys target is to increase advanced packaging and testing revenue by US$1 billion over 2024 levels with the overall growth trend expected to continue beyond 2026. ASE is actively expanding its"
X Link @rwang07 2025-09-11T00:30Z 20.1K followers, 2947 engagements

"U.S. and Korean DRAM Maker Halt New Quotes as Supply Chain Sources Warn DRAM Contract Prices May Jump Over 3050% in Q4 Driving DDR3 Higher Too Due to tightening memory supply Korean and U.S. DRAM makers have decided to suspend new price quotations to enterprise customers for one week. According to supply chain sources DRAM contract prices are expected to rise more than XX% in Q4 with some specifications potentially surging over XX% and DDR3 prices likely to increase in tandem. Market surveys indicate that DDR4 supply will face a shortage of 1015% over the next three quarters while backend"
X Link @rwang07 2025-10-08T12:14Z 20K followers, 14.5K engagements

"Key Quotes from $DELL COO Jeff Clarke: "The company unveiled a long-term financial framework that calls for sales to rise at a rate of X% to X% annually for the next four years while earnings per share excluding some items will increase XX% or more. We were all wrong how big we thought the AI market was two years ago and its nothing but bigger." It's probably not that surprising for $DELL's breakout this Q because data points from its close supply chain partners have been great"
X Link @rwang07 2025-10-07T13:01Z 20.1K followers, 31.3K engagements

"Some update on Samsung - $QCOM AP"
X Link @rwang07 2025-10-10T11:20Z 20K followers, 3869 engagements

"Following the GB10 Gracewell Superchip developed for NVIDIAs DGX Spark collaboration MediaTek is reportedly extending its partnership with $NVDIA to co-develop a new PC processor aimed at capturing share in the PC market"
X Link @rwang07 2025-10-07T13:33Z 20.1K followers, 2646 engagements

"Jeffries says they found NO evidence that $TER enters $NVDA Rubin supply chain (referring chip testing). Interesting. $avantest"
X Link @rwang07 2025-10-14T17:43Z 20.1K followers, 2951 engagements

"5) Alchip moving toward "open" solution and suggest CSP would like to not get "locked in." The firm seem to believe the open ecoysystem could be its advantage over its competitors"
X Link @rwang07 2025-08-14T11:11Z 20.1K followers, XXX engagements

"$NVDA's power supplier Delta Electronics announced NT$7.2 billion investment in projects in India and Thailand aiming to expand its production capacity and global manufacturing footprint. In particular the company is aiming to expand production capacity in Thailand"
X Link @rwang07 2025-07-27T12:00Z 20.1K followers, 1567 engagements

"2) Nanya sees significant improvement in ASP and robut improvement in shipment and revenue. The EX impact also more manageable compared to Q2 (expected). The unstoppable surge of DRAM pricing across DDR4 and DDR5 since early Q2 this year is clearly boosting company's '25 performance across various financial metrics. Regarding demand end the management expressed optimism citing AI's strong demand for HBM and DDR5. New PC and mobile increase DDR5 and LPDDR5 contents and growing demand in DDR4 and LPDDR4 in consumer applications"
X Link @rwang07 2025-10-13T11:48Z 20.1K followers, XXX engagements

"Now people are modeling 50B capex for $TSM '26 🤯"
X Link @rwang07 2025-10-15T16:08Z 20.1K followers, 9027 engagements

"$AMKR officially begins construction of its new advanced packaging and testing facility in Peoria Arizona. The plant is scheduled to begin operations in early 2028. Upon completion the plant will become the largest outsourced advanced packaging and testing site in the US. Under the agreement with $TSM $TSM will utilize turnkey advanced packaging and testing services provided by Amkor's new facility in Peoria to support its customers particularly those whose chips are manufactured at $TSM advanced wafer fab in Phoenix"
X Link @rwang07 2025-10-06T10:40Z 20.1K followers, 11.9K engagements

"Western Digital plans US$1 billion investment in Japan over the next X years to strengthen next-generation HDD technology and production processes. According to Nikkei Asia WD's R&D center in Fujisawa City Kanagawa Prefecture remains one of the company's key innovation hubs. Japan also serves as a critical source for WD's supply chain providing roughly XX% of its components. In fiscal year 2025 the company expects to spend US$1.5 billion with Japanese suppliers and partners a figure projected to grow in the coming years. The investment comes amid surging demand for data center storage driven"
X Link @rwang07 2025-10-02T11:19Z 20.1K followers, 3072 engagements

"GF Securities on Memory. 1) $NVDA has negotiated a XX% price cut for HBM3e-12Hi with the new pricing to take effect starting 4Q25. 2) Our checks indicate $NVDA is pushing for a higher data transfer rate on HBM4 from 8Gbps to 9Gbps. Since Microns HBM4 design continues to use a DRAM base die rather than a logic base die meeting this specification is more challenging. We have already witnessed Micron delaying some of its HBM investment as a result. 3) With Samsungs 1c process now achieving yields-rate above XX% we see increasing likelihood of Samsung securing HBM4 qualification potentially as"
X Link @rwang07 2025-09-10T11:32Z 20.1K followers, 82.3K engagements

"Hanmi Semiconductor establishes a local entity in Singapore to provide on-site support for $MU amid Micron's expansion in Singapore. Hanmi Singapore will deploy senior engineers locally to offer fast and professional service. Hanmi has provided close support to Micron Taichung factory in Taiwan through its Taiwanese subsidiary Hanmi Taiwan. To expand HBM capacity Micron broke ground in January 2025 in Singapore's Woodlands area investing US$7 billion to build an advanced packaging facility with plans to start HBM production there from 2027"
X Link @rwang07 2025-10-06T10:56Z 20.1K followers, 3179 engagements

"It's not a secret that Mediatek is on $META's final short list for the design service for its ASIC but it is interesting that Bernstein suggested that the company is also in earlier stage discussion with $MSFT and ByteDance (less surprising to me haha)"
X Link @rwang07 2025-08-05T11:53Z 20.1K followers, 9574 engagements

"2) Alchip management insists that the 3nm project in ON TRACK. The revenue of 3nm project will kick in on schedule"
X Link @rwang07 2025-08-14T11:11Z 20.1K followers, XXX engagements

"Very interesting note will be an incremental one if true. GF Securities' note suggests that SK Hynix has increased its 2026 CapEx growth target from XX% YoY to nearly 30%.""
X Link @rwang07 2025-10-15T13:49Z 20.1K followers, 20.7K engagements

"$NVDA CEO: "Im surprised that they ( $AMD) would give away XX% of the company before they even built it. And so anyhow its clever I guess.""
X Link @rwang07 2025-10-08T13:08Z 20.1K followers, 64.4K engagements

"Morgan Stanley on $NVDA vs ASIC: "NVIDIA management also reiterated that it is very hard to develop accelerated computing and NVIDIA is accelerating the entire pipeline with the best performance per watt of any computing platform. However we do see ASIC catching up e.g. 3nm geometry adoption. Long term we are still positive on AI ASIC service providers like Alchip MediaTek and GUC gaining share against their US competitors although NVIDIA management is still confident on its leading position.""
X Link @rwang07 2025-08-29T03:32Z 20.1K followers, 4581 engagements

"BIG: OpenAI has struck a landmark deal with $AMD gaining up to a XX% stake in the $270B chipmaker in exchange for roughly 6GW worth of AMD GPUs OpenAI will deploy X gigawatts of $AMD Instinct graphics processing units over multiple years and across multiple generations of hardware the companies said Monday. It will kick off with an initial X gigawatt rollout of chips in the second half of 2026"
X Link @rwang07 2025-10-06T11:05Z 20.1K followers, 23.5K engagements

"5) Based on recent downstream supply chain data AI demand remains very strong with positive sentiment and great forward-looking visibility across the industry. Q4 will see some ramp of $NVDA GB300 (Blackwell Ultra) while even higher shipments of GB200 with better yield. This should be good forboth $NVDA and its downstream supply chain partners"
X Link @rwang07 2025-10-05T12:05Z 20.1K followers, XXX engagements

"1) Alchip expressed more optimism toward 2nm project (assumed it's Trainium X here) and 3nm project's mass production (assumed it's Trainium 3) is set to start in late Q1 XX. $MRVL. MS views are increasingly positive and compelled"
X Link @rwang07 2025-08-14T11:11Z 20.1K followers, 25.9K engagements

"The bigger takeaways is $NVDA's NVLink Fusion ecosystem just add X new partners in less than X monthsGUC Intel and Samsung. It's Jensen's world we are living in it"
X Link @rwang07 2025-10-14T00:05Z 20.1K followers, 20.8K engagements

"Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as customers accelerate their product launch timelines TSMC can no longer expand advanced packaging capacity in the same step-by-step way as before. Sometimes the schedule must be compressed to just one year or even within three quarters to ramp capacity to peak levels. In other words equipment must be installed before the"
X Link @rwang07 2025-09-10T00:58Z 20.1K followers, 9805 engagements

"UBS also raised $TSM CoWoS forecasts for XX fwiw"
X Link @rwang07 2025-10-08T23:42Z 20.1K followers, 17.4K engagements

""According to reports Micron's custom-produced LPDDR5X for SOCAMM modules began small-scale packaging by Powertech Technology Inc. (PTI) in Q1. Mass production in Q2 with shipments expected to remain strong in Q3. It is estimated that next-generation AI servers will be equipped with four SOCAMM modules which translates to approximately XXX LPDDR5X chips per server. The market anticipates that demand for high-end LPDDR5X packaging will continue to grow steadily.""
X Link @rwang07 2025-06-19T21:07Z 20.1K followers, 2993 engagements

"1) Delta Electronics and $VRT at OCP today with 800V VDC announcements (I am not there in OCP yet just their announcement in my inbox lol)"
X Link @rwang07 2025-10-14T00:27Z 20.1K followers, 3145 engagements

"$AMAT expects a $XXX million hit to its revenue from new export restrictions published by U.S. government. Applied Materials said the new rule would restrict its ability to export certain products to Chinese customers without a license. The company said the new rules would hurt Q4 revenue by $110M and 2026 revenue by $600M"
X Link @rwang07 2025-10-02T22:36Z 20.1K followers, 20K engagements

"Key companies in the Taiwanese supply chain set to benefit from the migration from HBM3E to HBM4 (these are well known to me but good to share here because they could be niche names for some) OSTA: ASE Technology Holding SPIL (Siliconware Precision Industries) and Powertech Technology ABF: Unimicron Nanya PCB and Kinsus"
X Link @rwang07 2025-09-26T00:49Z 20.1K followers, 3984 engagements

"Alchips 3nm Chips (likely Include $AMZN AWS Trainium 3)Set for Small-Batch Production by Late 2025 Full Ramp in 2026AIchip Chairman and General Manager Johnny Shen The company expects small-batch shipments to begin by the end of 2025 with full-scale mass production set for 2026. This next-generation chip has drawn significant market attention with order volumes projected to exceed those of the prior 7nm generation. Additionally due to the upgraded process node the average selling price has increased significantly. Alchip holds a positive outlook on the projects contribution to its business."
X Link @rwang07 2025-05-29T21:28Z 20.1K followers, 3330 engagements

"Morgan Stanley now believes that it is not longer debate about Alchip winning the Trainium X while $MRVL focuses on XPU-attach socket. MS also called it "puzzling" regarding the decreasing revenue of $ MRVL. According to its estimate it implies the T2 shipment is about X million at an ASP $1500 which implies $1.5B revenue"
X Link @rwang07 2025-09-03T07:45Z 20.1K followers, 17.9K engagements

"$AMZN Trainium Alchip and ASIC challenges. $AMZN Trainium X product will gradually enter mass production at the end of Q4 using a 3nm process. According to the supply chain Alchip is raising its advanced packaging demand forecast for next year with growth reaching 25%. This signals strong ASIC demand which is expected to significantly boost operations in 2026. Reportedly plans for the 4th gen product have already been finalized with Alchip securing the back-end design. Industry estimates suggest mass production could begin as early as mid-2028. Industry sources revealed that Trainium X is"
X Link @rwang07 2025-08-12T00:32Z 20.1K followers, 6677 engagements

"Switches are the real key here. $ALAB should take a W here. If $AMD ultimately uses $AVGO scale-up solutions will be FUNNY"
X Link @rwang07 2025-10-06T22:39Z 20.1K followers, 19.2K engagements

"$AMAT launches Kinex Bonding System an integrated hybrid bonding platform co-developed with $BESI advancing next-gen 3D packaging"
X Link @rwang07 2025-10-07T16:26Z 20K followers, 18.2K engagements

"Samsung Electronics Q3 2025 Earnings Review Sales: KRW XX trillion (8.7% YoY XXX% above consensus) Operating profit: KRW XXXX trillion (31.8% YoY XXXX% above consensus)"
X Link @rwang07 2025-10-13T22:55Z 20.1K followers, 6013 engagements

"$NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders is so strong that it needs to aggressively build more factories. Even with facilities in both Taiwan and the U.S. capacity remains insufficient requiring additional site searches and contingency planning. She noted that AI server order visibility extends through 2027 with major customers continuing to ramp up investment in"
X Link @rwang07 2025-10-02T22:12Z 20.1K followers, 51.1K engagements

"Earnings call in few weeks expect this question will come up"
X Link @rwang07 2025-10-14T17:47Z 20.1K followers, 1766 engagements

"$SAP announced it will invest over $XXXX billion into its sovereign cloud capabilities in Europe over the next XX years"
X Link @rwang07 2025-09-02T12:16Z 20.1K followers, 2115 engagements

"Nomura: "Note that we continue to hold the view that Alchip will be the project owner with $AMZN TRN3 chip tapingout in Feb 2025 (for system verification purpose) and July 2025 (for mass production) respectively in TSMC. However according to our industry survey we also noticed that $MRVL is working on another back-end design of the same Trainium X front-endchip using non-TSMC OSAT partners.""
X Link @rwang07 2025-08-16T11:50Z 20.1K followers, 10.1K engagements

"As we entering into early Q4 ODM/OEM performance might start getting attention again and unsurprisly on its shipment for $NVDA. MS raise rack shipment for Wistron from 6.8k to 10k for 2026. Some other good data points (raise CoWoS guide) from downstream are emerging as well. While GB300 shipments will begin soon volumes are expected to become more meaningful in late Q4'25 and Q126"
X Link @rwang07 2025-10-02T11:03Z 20.1K followers, 6152 engagements

"@zephyr_z9 @menhguin $COHR growth is actually not that much compared to $LITE. So I think that's low key opp"
X Link @rwang07 2025-09-23T01:16Z 20.1K followers, XXX engagements

"4) Management responding Charlie at MS' question: "Just like I mentioned before there are many CSP related opportunity. Before we can we can think about not too many CSP considering using our chip. But right now I can confidence to say whatever they have opportunity they would like to let us to try I wouldn't say we are we have some significant progress to win to win any but I think we are on track to demonstrate ourself and also our many accounts""
X Link @rwang07 2025-08-14T11:11Z 20.1K followers, XXX engagements

""Last month major brokerages (I think it's MS lol) already revised next years capacity forecast upward to 100k wafers per month. $TSM $NVDA Currently the Phase X cleanroom space of the P8A fab is ready and if demand is confirmed total capacity could be expanded further to 110k to 120k wafers per month.""
X Link @rwang07 2025-10-09T00:56Z 20.1K followers, 4779 engagements

"Some update on MediaTek: MediaTek reported September consolidated revenue of NT$54.33 billion up XX% MoM and XXXX% YoY. For the first three quarters of 2025 cumulative consolidated revenue totaled NT$445.78B which is up XXXX% from the same period last year. In Q3 2025 its total revenue reached NT$142.09B down XXX% QoQ but up XXX% YoY. This is better than its earlier guidance of a 7%13% sequential decline (partly due to better-than-expected FX in Q3 than Q2). On the AI ASIC front in specific few sell-side notes and industry checks suggest that MediaTeks custom ASIC project with Google ( $GOOGL"
X Link @rwang07 2025-10-10T11:07Z 20.1K followers, 22.5K engagements

"1) The WSJ report explains $AMAT's management concerns and why they trimmed the Q4 guide in the last earnings call and now it also makes so much sense why management flagged that in the call"
X Link @rwang07 2025-10-02T22:51Z 20.1K followers, 8128 engagements

"Macquarie on Alchip and $MRVL: "In response to questions of its Taiwanese competitor also potentially having a 3nm project with same customer Marvell said that it is possible and likely that the customer""
X Link @rwang07 2025-06-03T12:49Z 20.1K followers, 2229 engagements

"1) FT reported Cambricon's jumped XX% to an ATH taking the companys market cap past Rmb500bn ($70bn) for the first time. (Cambricon roadmap on 2nd tweet). 70B is something. Its value has more than quadrupled in the past year (check attached tweet) SMIC and Hua Hong Semi up XX% and XX% respectively"
X Link @rwang07 2025-08-22T11:28Z 20.1K followers, 33.6K engagements

"Must-read. Absolute innovation leadership. $TSM on AP. IVR (Integrated Voltage Regulator) application and $TSM CoWoS-L Innovation. 4NVDA - Case 1: Integration of IVR + eDTC in TSMCs CoWoS-L Platform In its CoWoS-Ladvanced packaging platform TSMC deeply integrates an IVR (Integrated Voltage Regulator) with embedded Deep Trench Capacitors (eDTC). The eDTC resembles a stacked silicon capacitor structure like S-SiCap offering high-density decoupling (up to several F/mm) directly embedded in the silicon interposer. a) Integration Details: The IVR handles kilowatt-level power regulation while the"
X Link @rwang07 2025-10-05T16:17Z 20K followers, 20.5K engagements

"$TSM management in Hsinchu Taiwan"
X Link @rwang07 2025-10-06T11:59Z 20.1K followers, 2848 engagements

"Bullish Delta Electronics 🤓 cc'd @vikramskr Read his piece here"
X Link @rwang07 2025-07-21T23:36Z 20.1K followers, 2948 engagements

"Alchip reported September consolidated revenue of NT$1.674 billion the lowest level since March 2023 -XXXX% MoM and -XXXX% YoY"
X Link @rwang07 2025-10-14T10:27Z 20.1K followers, 3258 engagements

"Acer CEO Jason Chen stated that if people focus on how $NVDA investment in $INTC impacts $TSM they are missing the point. For PC brands the more pressing concern is the new variables this move introduces. With potentially more than two x86 CPU suppliers and multiple generations of processors in play future procurement and inventory management for PC brands will become significantly more complex. - Supply Chain Complexity The x86 ecosystem is entering a new phase of fragmentation as multiple processor generations and vendors coexist. With Nvidias investment in Intel and potential new entrants"
X Link @rwang07 2025-10-06T10:52Z 20K followers, 24.2K engagements

"Harlen gonna ask some spicy questions to $MRVL today"
X Link @rwang07 2025-09-24T11:28Z 20.1K followers, 3294 engagements

"$NVDA: "$3-4 Trillion AI Infrastructure Spend by 2030""
X Link @rwang07 2025-10-09T22:35Z 20.1K followers, 38K engagements

"2) $VRT and Delta are in some ways competitorsbut their businesses dont fully overlap given the distinct white space and gray space each occupies in the market. However these two "spaces" are converging gradually"
X Link @rwang07 2025-10-14T00:27Z 20.1K followers, 2085 engagements

"@SaItinerant Agree Murphy was more prepared this time and working hard during that call"
X Link @rwang07 2025-09-29T03:57Z 20.1K followers, XXX engagements

"As my previous note suggested the bigger downside risk for MediaTek moving forward is the ASIC project. First is $GOOGL apparently and next will be $META it's happening in front of your eyes. Morgan Stanley: For $META ASIC as time passes we now see XX% chance (previously we called it 50:50) for MediaTek to win given $AVGO strong technological capability and $MRVL aggressive price competition . If MediaTek does win this project in the coming 1-2 months the stock could be up 10%-15% but vice versa if it doesn't win"
X Link @rwang07 2025-09-30T01:06Z 20.1K followers, 45K engagements

"The confidence level from Alchip (see attached series of tweets) and $MRVL is interesting. Leave ultimate judgment to you. JP Morgan Harlan Sur: "You know the noise level out of Asia on your lead customers' follow-on 3nm XPU program continues at this deafening pace right With your Asia competitor they're essentially claiming victory on 3nm. So what's the update with Marvell's 3nm XPU follow-on program with your lead customer I think last earnings call Matt you talked about securing 3-nanometer wafer capacity packaging capacity production in calendar '26. Is this program still tracking""
X Link @rwang07 2025-08-29T02:08Z 20.1K followers, 27.8K engagements

"Memory Module Supplier ADATA and TeamGroup Halt DRAM Module Pricing (Quotation Suspension) Amid Severe Supply Shortages Driven by surging AI demand the memory module industry is seeing its first pricing halt since 2017. ADATA announced that due to a significant shortage of DRAM supply it will tighten inventory control and adjust allocation strategies. TeamGroup echoed similar concerns citing the peak season for consumer electronics in Europe and the U.S. limited supply from DRAM makers and rapid inventory depletion. Both companies have suspended pricing with ADATAs pause expected to last"
X Link @rwang07 2025-10-08T05:08Z 20.1K followers, 53.4K engagements

"Landed SF open Robinhood $ALAB down 13%😂"
X Link @rwang07 2025-10-14T16:52Z 20.1K followers, 3408 engagements

"MediaTek has reportedly secured design wins for $AAPL upcoming Beats headphones and previously reported for the Apple Watch S11. "MediaTek is previously reportedly joining $AAPL supply chain with its 5G data chip said to be adopted in the upcoming $AAPL Watch Series XX. In addition supply chain sources revealed that MediaTek will also supply True Wireless Stereo chips for Apples Beats headphones.""
X Link @rwang07 2025-10-12T23:57Z 20.1K followers, 3059 engagements

"Some incremental development in the $NVDA GPU and $GOOGL TPU noted by GF Securities. VR XXX Switch tray upgrade should be well-known already. 1) PCB content in VR200 to increase to $1050/GPU vs $400/GPU for GB200 2) Shengyi Tech has gained market share from EMC and is now the largest supplier for $NVDA GB300 switch tray. Shengyi also enters $GOOGL CPU supply chain. 3) EMC is now the only supplier qualified for M9 for VR200 and gaining share from Panasonic for $GOOGL TPU v7"
X Link @rwang07 2025-10-13T11:02Z 20.1K followers, 132.7K engagements

"Earnings call late October"
X Link @rwang07 2025-10-08T12:50Z 20.1K followers, 1421 engagements

"Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at it)"
X Link @rwang07 2025-10-02T12:13Z 20K followers, 6440 engagements

""Raising U.S. Self-Sufficiency Involves the Global Supply Chain; Targeting Taiwan and TSMC/Taiwanese firms is an Oversimplification The upstream Japanese supply chain serves as a key example. Specialty chemicals critical to TSMC are dominated by Japanese firms (e.g. JSR for photoresists Namics for underfills Nagase for LMC). With only P1 operating these chemicals are shipped to the U.S. As production expands suppliers will need to establish U.S.-based logistics or even manufacturing to ensure high utilization and flexibility. TSMCs expansion pace will then be gated by its suppliers U.S."
X Link @rwang07 2025-10-05T13:57Z 20K followers, 7757 engagements

"Bearish UALink. Lunch is likely to get eaten by Hock and Jensen. $CRDO somehow get benefited by working with $AVGO (and todays deal with OpenAI 👀"
X Link @rwang07 2025-10-14T00:03Z 20.1K followers, 28.3K engagements