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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 Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% cryptocurrencies #2083 currencies XXX% countries XXXX% exchanges XXXX% social networks XXXX%

Social topic influence ai 12.2%, $nvda #1927, strong 9.76%, $stx #1, stx #5, the first 6.1%, dram #53, level 4.88%, $3231tw #13, $6669tw #14

Top accounts mentioned or mentioned by @ethunx @grok @zephyrz9 @mooremorrissemi @joinyellowbrick @dnystedt @japandeepvalue1 @pearsonpc @tshirtnjeans2 @jukan05

Top assets mentioned NVIDIA Corp. (NVDA) Stacks (STX) Apple, Inc. (AAPL) Marvell Technology Inc (MRVL) Analog Devices, Inc. (ADI) Amazon.com, Inc. (AMZN) Teradyne, Inc. (TER) Micron Technology, Inc. (MU) Sandisk Corporation Common Stock (SNDK) Western Digital Corp (WDC) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Taiwanese leading OSAT ASE Technology and Analog Devices (ADI) announced a strategic collaboration in Malaysia. ASE plans to acquire ADIs Penang manufacturing facility. In addition the two companies will deepen cooperation through joint investment and a long-term supply agreement. ASE will acquire XXX% equity of Analog Devices Sdn. Bhd. including its manufacturing facilities located in Penang. In addition ADI and ASE plan to sign a long-term supply agreement under which ASE will provide manufacturing services for ADI. ADI also plans to make a joint investment with ASE to enhance the technical"
X Link 2025-10-22T10:59Z 23.4K followers, 2056 engagements

"OEMs have been sending a very clear signal about AI rack supply and demandnot just for 2025 but also for 2026 and even 2027. One thing to keep in mind is Quanta Wistron and Wiwynn all indicate that order visibility now extends into 2027 based on management's comment. Several sovereign projects have not yet contributed meaningfully to the these companies' revenue"
X Link 2025-11-13T00:00Z 23.4K followers, 9085 engagements

"Wistron: "Gross margin improved significantly in Q3 growing QoQ driven mainly by a more favorable product mix and stable currency rates." FX is likely to be stable for Q4 and likely Q1 and with an even more favorable product mix in Q4 and Q1 next year a positive GM result is reasonably expected"
X Link 2025-11-13T00:12Z 23.4K followers, 4061 engagements

"PSMC: "HBM squeeze effect is driving continued price increases for specialty DRAM while SLC NAND is rebounding from the bottom as major manufacturers cut production and NOR flash is rising on AIoT demand. Overall memory customers willingness to increase wafer input is improving and both wafer starts and prices are expected to rise this quarter. The benefits of the price hikes should begin to materialize gradually from November and momentum is likely to continue into the first half of next year. Overall capacity utilization is expected to remain flat from Q3 with memory running at full"
X Link 2025-10-21T11:11Z 23.4K followers, 91.5K engagements

"Phisons November revenue reached NT$7.02 billion (-0.6% MoM +62% YoY) marking a record high for the month. Phison Controller and PCIe SSD controller shipments in November are up XX% and XXX% YoY respectively"
X Link 2025-12-12T01:15Z 23.4K followers, 3322 engagements

"1) $STX at 53rd Nasdaq Investor Conference: "I think when we have the Investor Day in May we discussed about a certain revenue growth especially in terms of exabyte revenue growth of about XX% in the nearline space. I would say from that point to today we have seen demand even to be stronger.""
X Link 2025-12-14T01:17Z 23.4K followers, 7250 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 2025-08-14T11:31Z 23.4K followers, 25.5K engagements

"1) Nanya Technology is one of the top beneficiaries of the ongoing memory supercycle and deserves more attention. The stock has surged over XXX% YTD and more than XXX% in the past six months. Its recently reported October revenue surged XXX% YoY"
X Link 2025-11-05T06:30Z 23.4K followers, 91.7K engagements

"2) On capacity expansion $STX does not see any reasons to do it citing "the industry will generate enough exabyte capacity without increasing the unit to serve the short-term need of the data center." "So we will not be the bottleneck for data center. But at the same time we will not oversupply and we will not generate that level of inventory that we had in the past.""
X Link 2025-12-14T01:17Z 23.4K followers, XXX engagements

"3) On its HAMR roadmap. Company is shifting to HAM Gen X which is a total of 40TB per drive and 4TB in each disk vs. Gen1 of XX TB per drive and X TB per disk. Qualification going on for Gen X HAMR. X customers"
X Link 2025-12-14T01:17Z 23.4K followers, XXX 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 2025-08-01T12:07Z 23.4K followers, 3560 engagements

"4) $STX's comment on LTA is quite interesting. In memory space both DRAM NAND and HDDs are seeing increasingly interest from customers for a longer term LTA (and potentially higher volumes than before) but clearly not every LTA is built the same. But one similarity is that most people now seem to look into a '27 or even '28 time frame given the tight supply chain circumstances. $STX: "So customers today of course are very interested in getting longer-term agreements. So we have LTAs in place for our calendar '27 in some cases even longer. This is not as well defined as a purchase order it's"
X Link 2025-12-14T01:17Z 23.4K followers, XXX 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 2025-08-16T11:50Z 23.4K followers, 10.3K 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 2025-08-22T11:28Z 23.4K followers, 34.1K 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 2025-08-29T02:08Z 23.4K followers, 28.3K 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 2025-09-10T11:32Z 23.4K followers, 82.7K 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 2025-09-22T10:57Z 23.4K followers, 8964 engagements

"South Korean AI chip startup Rebellions has raised US$250 million in a Series C round backed by Arm Holdings Plc Samsung Ventures and Pegatron's VC Arm. The most interesting participant here is $ARM. Samsung is expected especially given their partnership in foundry memory and packaging with Samsung. The goal is to be very competitive in the APAC market. Some of the biggest customers of Rebellions are South Korea-based cloud and telecoms companies"
X Link 2025-09-30T12:57Z 23.4K followers, 2884 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 2025-10-02T22:12Z 23.4K followers, 51.5K engagements

"Alchip reported September consolidated revenue of NT$1.674 billion the lowest level since March 2023 -XXXX% MoM and -XXXX% YoY"
X Link 2025-10-14T10:27Z 23.4K followers, 3518 engagements

"1) Been following $TER for quite while. Share up 40+% since August 1st. The note (#2) below from GF Securities caught my attention today (coverage initiated). Of course one key development investors are paying attention to is $TER's potential entry in $NVDA Rubin supply chain (for chip testing). So far at least from public information there is no straight forward evidence that $TER entered the supply chain but rumors have been circulated for MONTHS. But potential upside could be more than (see #2) just $NVDA (admittedly $NVDA still the biggest driver). Earnings call on Wednesday hopefully"
X Link 2025-10-28T03:06Z 23.4K followers, 36.8K engagements

"2) Nanya Technology reported consolidated revenue of NT$7.9 billion for October marking a MoM increase of XXXX% and a YoY surge of 262.37%. (even higher than last month's YoY 157%) Cumulative revenue for the first ten months of the year reached NT$44.401 billion up XXXX% YoY the highest level since September 2021 or in four years"
X Link 2025-11-05T06:30Z 23.4K followers, 1412 engagements

"4) Investors looking closely at this memory supercycle are typically paying close attention to the top memory players like SK Hynix $MU and Samsung amid the unstoppable price hike of DDR5 as well as leading NAND and HDDs players like $SNDK $STX $WDC and Kioxia. Even some preliminary players in the memory supply chain like Phison NHK Spring and Silicon Motion have been gaining increasing attention"
X Link 2025-11-05T06:30Z 23.4K followers, 3491 engagements

"5) However Nanya Technology arguably deserves more attention from investors outside of Asia as it stands out as one of the top beneficiaries (its share price says it all) of the current memory supercycle given its strong position in legacy DDR products such as DDR4. While competitors have shifted much of their production capacity toward higher-value products like DDR5 and HBM this transition has created a significant shortage of DDR4. As the industrys migration to DDR5 progresses more slowly than anticipated supply has struggled to keep pace with persisting demand for DDR4 further tightening"
X Link 2025-11-05T06:30Z 23.4K followers, 2692 engagements

"Update on Nov X (TPE time). Share of GUC up almost XX% to hit daily limit-up and has surged almost XX% past month. Another IP house Alchip design partner of $AMZN's Trainuim is also up almost XX% today"
X Link 2025-11-06T02:01Z 23.4K followers, 7689 engagements

"Taiwanese AI server OEMs Wistron Wiwynn and Quanta reported a strong October revenue driven by strong AI demand. Attached graph is Wistron's monthly revenue. - Quantas consolidated revenue for October was NT$173.196 billion down XXX% MoM but up XXXX% YoY. Cumulative consolidated revenue for the first ten months of 2025 totaled NT$1.66 trillion up XXXX% YoY a record high for the same period. - Wistrons consolidated revenue for October was NT$185.062 billion down XXX% MoM but up XXXX% YoY. For its three major product lines notebook shipments in October reached XXX million units XXX% lower than"
X Link 2025-11-07T23:30Z 23.4K followers, 6424 engagements

"Phison Electronics hit the daily limit-up in Taipei today with several other memory-related stocks also posting strong gains"
X Link 2025-11-10T06:56Z 23.4K followers, 10.9K engagements

"Hon Hai (Foxconn): "We will have announcements related to OpenAI next week.""
X Link 2025-11-12T08:56Z 23.4K followers, 38.6K engagements

"1) During the Q2 earnings call in August Hon Hai guided for a XXX% QoQ growth in AI rack shipments for Q3 (which was quite a impressive number to many back then). $NVDA Today the company confirmed it has achieved that target. Hon Hai (Foxconn): "The AI industry continues to grow rapidly driven by strong demand for AI computing power and the mass production of next-generation AI racks. This momentum propelled our overall AI rack shipments in the third quarter to achieve a XXX% QoQ increase.""
X Link 2025-11-12T12:41Z 23.4K followers, 72.4K engagements

"1) Hon Hais share has been steadily climbing this year up nearly XX% year to date. Thats a solid gain though it still lags behind many Taiwan-listed peers particularly those in memory copper foil and PCB sectors. Investors may be wondering what additional catalysts (with its size) could drive the stock even higher. Here is one notable comment (full comment at #2) from Hon Hai management today: By 2026 our market share in AI servers is expected to be at least XX% higher than it is today.""
X Link 2025-11-12T12:56Z 23.4K followers, 21K engagements

"Hon Hai (Foxconn): ".next years total market shipments of AI racks are expected to double to 50k60k units which should still be considered a conservative assumption. Some even project that shipments could reach 100000 units reflecting customers aggressive build-out of AI infrastructure. Over the past year we have significantly expanded our AI server-related investments across our U.S. facilities in Texas Wisconsin California and Ohio to meet the urgent needs of key clients. We have already started collaborating with customers on new AI server platforms set to launch next year allocating"
X Link 2025-11-12T13:06Z 23.4K followers, 29.6K engagements

"Nanya Technologys November revenue reached NT$10.16 billion (+28.59% MoM and +364.89% YoY) surpassing NT$10 billion for the first time a new monthly record. Share up XXX% YTD"
X Link 2025-12-03T12:37Z 23.4K followers, 13.4K engagements

"Enjoyed discussing DRAM and modeling with smart people at X am"
X Link 2025-12-09T00:52Z 23.4K followers, 12.2K 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 2025-06-03T22:14Z 23.4K followers, 170.2K 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 2025-09-26T00:49Z 23.4K followers, 4197 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 2025-10-13T11:02Z 23.4K followers, 136.3K engagements

"A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA appears to be planning a major shift in its business modelmoving away from selling the board (Bianca Port UPB) and instead directly supplying Level-10 systems. - My first question is: Because we are currently also delivering Level-10 systems to our major U.S. customer if NVIDIA begins supplying Level-10 systems directly how should we adjust our business model with this U.S. customer - My second question is: Looking at it from the opposite angle NVIDIA"
X Link 2025-11-12T23:48Z 23.4K followers, 187.8K engagements

"5) Back to HAMR. Technology is great. Cost will be key for tech migration esp amid SSD's emerging role in storage and data center (will come back to this point later). In general $STX management believes the cost per unit of Gen X and Gen X HAMR is similar but the capacity of bits increase is clearly the cost reduction. Essentially the cost/terabits is going down. I think that's what the management trying to say here. Of course as HDDs capacity goes up it can save a little more space in data center albeit when the storage demand is high it will still take tons of space (see slide from $STX)"
X Link 2025-12-14T01:17Z 23.4K followers, XXX engagements

"6) On GM. Clearly $STX and its peers have enjoyed the current tight supply in HDDs and a boost in their profitability and ability to raise the product price. One complexity here as the analyst pointed out $STX is undergoing tech migration to higher capacity product which makes the assessment on pricing hike's impact on firm's profitbility harder in terms of $/terabits. $STX sees a "fairly flat" $/terabits and expect slightly up moving forward"
X Link 2025-12-14T01:17Z 23.4K followers, XXX engagements