@semivision_tw SemiVision👁️👁️
SemiVision👁️👁️ posts on X about ai, taiwan, elon musk, core the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -1.20%
- [--] Month [-------] +89%
- [--] Months [---------] -87%
- [--] Year [----------] +137,624,875%
Mentions: [--] #
- [--] Week [---] -14%
- [--] Month [---] +87%
- [--] Months [-----] +231%
- [--] Year [-----] +67,450%
Followers: [-----] #
- [--] Week [-----] +2.20%
- [--] Month [-----] +37%
- [--] Months [-----] +410%
- [--] Year [-----] +20,642%
CreatorRank: [-------] #
Social Influence
Social category influence technology brands 22.86% stocks 18.86% finance 14.86% countries 14.29% celebrities 6.29% currencies #4750 automotive brands 1.71% events 0.57% products 0.57% travel destinations 0.57%
Social topic influence ai 29.14%, taiwan #638, elon musk #2591, core 5.71%, in the 5.14%, company 4.57%, investment 4.57%, products #1951, china 4%, systems #1474
Top accounts mentioned or mentioned by @grok @elonmusk @thehedgeberg @qingpinghe1 @serapeum1103 @treasureh8nter @r00041451 @fatfire74 @ai126f4 @openclaw @matalu_ravu @upand_right @pearsonpc @thekitze @xai @cyberrobooo @clawnchbot @polymarket @noodlehaircr7 @zollotech
Top assets mentioned Taiwan Semiconductor (TSM) Texas Instruments (TXN)
Top Social Posts
Top posts by engagements in the last [--] hours
"HTS Technology is important 🧑🏻🎤Why #NVIDIA use 800V HVDC There are two main reasons: [--]. Lower copper cost Power follows W = V times I. When voltage increases current decreases which means cables dont need to be as thick. For AI racks drawing tens of kilowatts the reduction in copper usage translates https://t.co/ui4pDkBkND 🧑🏻🎤Why #NVIDIA use 800V HVDC There are two main reasons: [--]. Lower copper cost Power follows W = V times I. When voltage increases current decreases which means cables dont need to be as thick. For AI racks drawing tens of kilowatts the reduction in copper usage"
X Link 2026-02-12T10:36Z [----] followers, [----] engagements
"Summary of [----] revenue outlook for major semiconductor equipment vendors: 🔹ASML expects revenue growth of +4% to +19% with a midpoint of +11.5%. 🔹Lam Research forecasts revenue growth above +23%. 🔹KLA expects revenue growth of +11% to +20% with a midpoint of +15.5%. 🔹Applied Materials anticipates +20% growth in semiconductor equipment revenue. Outlook and interpretation: As advanced logic nodes and advanced packaging increasingly rely on the introduction of new materials and much stricter yield and process-control requirements demand for advanced etch deposition and inspection/metrology"
X Link 2026-02-15T03:36Z [----] followers, [----] engagements
"Chayi culture street night market"
X Link 2026-02-15T12:22Z [----] followers, [---] engagements
"@thekitze Captain Claws 🦞"
X Link 2026-02-16T03:12Z [----] followers, [---] engagements
"🦞SemiVision : Wishing everyone a New Year defined by clarity resilience and meaningful progress. May [----] bring sharper insights bold decisions and the discipline to turn long-term vision into real impact. In a world full of noise may you stay focused on what truly mattersand move steadily ahead. Happy New Year [----] 🧨🧨🧨"
X Link 2026-02-16T04:10Z [----] followers, [---] engagements
"✈A C-17 Just Took OffCarrying a Micro Nuclear Power Plant. The U.S. Department of Defense and the U.S. Department of Energy have joined forces. A 5-megawatt micro nuclear reactor code-named Ward [---] has officially been airlifted by a C-17 to Utah for testing. Instant power projection One transport aircraft can deploy it delivering electricity equivalent to [----] households. Off-grid by design Military bases AI data centers and directed-energy weapons gain independent power immune to grid disruption or enemy interdiction. Clear political mandate Donald Trump has signed four executive orders to"
X Link 2026-02-16T04:48Z [----] followers, [---] engagements
"MediaTek historically the most loyal adopter of Arms reference designs faces a more nuanced dilemma. Arms upgrades act as both a catalyst and a constraint. As Arm promotes the CSS model and raises licensing fees MediaTek confronts a binary choice: Not adopting CSS risks falling behind in development cadence and competitiveness. Adopting it implies significantly higher royalty costs directly pressuring gross margins. https://twitter.com/i/web/status/2023340926622646563 https://twitter.com/i/web/status/2023340926622646563"
X Link 2026-02-16T10:17Z [----] followers, [--] engagements
"Moreover if Arm sells full subsystem-level solutions to a broader range of second-tier vendors or even handset brands MediaTeks competitive moat in the mainstream market would erode as entry barriers are structurally lowered"
X Link 2026-02-16T10:17Z [----] followers, [--] engagements
"✴Advanced Interlayer Adhesion: The Invisible Backbone of Advanced Packaging As semiconductor packages move toward larger form factors higher layer counts and finer line/space the interface between copper and build-up resin has become one of the most critical reliability bottlenecks in advanced substrates. This is where interlayer adhesion technology plays a decisive role. The CZ series focuses on optimizing copperresin adhesion at the package substrate levelan essential process for maintaining yield mechanical integrity and long-term reliability as routing density continues to rise. By"
X Link 2026-02-16T12:19Z [----] followers, [----] engagements
"WDs HDD business mix is clearly tilting toward cloud and enterprise customers. AI- and cloud-related revenue now accounts for 89% of total company revenue while consumer products contribute only 5%. At present HDD demand is being driven primarily by the expansion of hyperscale AI data centers worldwide with data center buildouts in the United States being particularly pronounced. The market expects a severe shortage of consumer HDDs in [----]. As HDD manufacturing capacity is difficult to expand in the short term this will pose a significant challenge to the consumer NAS market. With AI-driven"
X Link 2026-02-16T12:41Z [----] followers, [----] engagements
"🧨As AI infrastructure continues to expand demand for GPUs is rising accordingly. Once NVIDIAs Rubin platform enters mass production it is expected to significantly drive HBM4 demand. Validation of HBM4 by the three major memory suppliers is now approaching its final stage and is expected to be completed sequentially by the second quarter of [----]. Among them Samsung is expected to be the first to pass validation supported by its superior product stability with SK Hynix and Micron following thereafter. This would likely result in a supply landscape in which all three vendors provide HBM4 to"
X Link 2026-02-16T12:48Z [----] followers, [----] engagements
"This is Amazing @elonmusk 😎😎😎 https://t.co/gJ3zwpYbvk 😎😎😎 https://t.co/gJ3zwpYbvk"
X Link 2026-02-16T13:44Z [----] followers, [---] engagements
"This is Amazing 😎😎😎 https://t.co/gJ3zwpYbvk 😎😎😎 https://t.co/gJ3zwpYbvk"
X Link 2026-02-16T13:49Z [----] followers, [---] engagements
"🌈#SemiVision : Global Silicon Photonics Supply Chain Overview"
X Link 2025-05-28T04:52Z [----] followers, 40.6K engagements
"One of Taiwans top [--] finance podcasts #gooaye shared our #SemiVision image. #CoWoS #CoPoS #CoWoP"
X Link 2025-08-01T05:51Z [----] followers, [----] engagements
"For silicon photonics solutions we currently see #ficonTEC #MPI and #Suruga Seiki offering corresponding systems with doubleside testing technology as the key focus for all of them. As #AI chips continue to grow in size and power consumption test times inevitably increase while reliability remains a non-negotiable priority. To ensure stable performance in real-world applications the industry widely adopts burn-in testing which applies high-temperature and high-voltage accelerated stress conditions to induce early failures in weak components before shipment. This process effectively filters"
X Link 2025-08-17T20:18Z [----] followers, 17.9K engagements
"AI at scale needs optical I/O. #AyarLabs and Alchip are partnering to bring co-packaged optics into nextgen AI and HPC platforms. By combining #Alchips ASIC and advanced packaging with Ayar Labs CPO solutions were enabling higher bandwidth lower latency and better power efficiency for hyperscalers. https://twitter.com/i/web/status/1964939502616805687 https://twitter.com/i/web/status/1964939502616805687"
X Link 2025-09-08T06:30Z [----] followers, [----] engagements
"🟣At SEMICON Taiwan I spotted a showcase from LIST Technology (Zhen Ding Tech. Group) highlighting their high-layer FCBGA substrate for AI servers. [--] layers ABF GL107 material [--] [---] mm body size 11/11 m L/S Over 160K bump counts As AI accelerators push toward higher bandwidth and power delivery substrates like these become the true enablers. Advanced packaging isnt just about stacking chipsits about building the complex highways underneath that make AI scale possible. The race for high-layer count finer line/space substrates is intensifying and Taiwans ecosystem is clearly at the forefront."
X Link 2025-09-11T05:55Z [----] followers, 17K engagements
"Camtek for follower😀"
X Link 2025-09-11T08:55Z [----] followers, [----] engagements
"Semicon Taiwan last day #Lasertec #Heraeus #TDK #Mitsubishi"
X Link 2025-09-12T05:50Z [----] followers, [----] engagements
"🚀 From 2.5D to 3.3D Packaging: The Next Leap for AI/HPC #SemiVision: The industry has long relied on 2.5D packaging SoCs integrated with HBM through silicon interposers. This approach enabled high bandwidth large memory capacity and efficient signal routing. But as AI/HPC workloads scale we are entering the era of 3.3D packaging soon. 📌 The motivation: Higher bandwidth and lower latency Greater flexibility with customized HBM (cHBM) Optimized power efficiency As we push beyond 2.5D 3.3D packaging is no longer just about connecting memory and logicits about co-design customization and"
X Link 2025-09-15T07:29Z [----] followers, 30.3K engagements
"During CIOE Chinese internet companies largely reached a consensus that CPO (Co-Packaged Optics) is not yet suitable for scaling up networks in China. The main reason is that domestic ASIC chips are still immature. As a result Chinese internet companies currently prefer NPO (Near-Packaged Optics) which offers a more open ecosystem and lower costs. At the event Huawei HG Genuine and Accelink each introduced optical engines at 7.2T and 3.2T. Going forward more optical module vendors are expected to release their own optical engines"
X Link 2025-09-26T06:44Z [----] followers, 10.8K engagements
"#AMD is good at Chiplet design"
X Link 2025-09-28T10:32Z [----] followers, 21.2K engagements
"Credo and the Explosive Potential of Smart Cables in the AI Era Imagine this: in the past a single server required just one data cable. Now with the rapid scale-up of AI computing a single GPU server may need up to nine high-speed connections. This shift creates an enormous market opportunity for Credos HiWire product line especially its Active Electrical Cables (AECs) which you can think of as smart copper cables with built-in accelerator chips. Cable pr0n of @xAI GB200 servers at Colossus [--] https://t.co/ncg1fWBKN0 Cable pr0n of @xAI GB200 servers at Colossus [--] https://t.co/ncg1fWBKN0"
X Link 2025-10-19T03:01Z [----] followers, 107.6K engagements
"Unimicron IC Substrate for Optical Module https://open.substack.com/pub/tspasemiconductor/p/2025-vlsi-technology-forum-advancedr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/2025-vlsi-technology-forum-advancedr=4hpdhj&utm_medium=ios"
X Link 2025-10-22T01:40Z [----] followers, [---] engagements
"🟦SemiVision : At TPCA show [----] SCREENs new exposure system combined with Resonacs dry film is now ready for next-generation CoWoP (Chip-on-Wafer-on-PCB) substrate applications. The demo shows that SCREENs LUPIOS lithography tool can achieve high-precision mSAP patterning with L/S [--] m and [---] m alignment accuracy meeting the demanding specs of SLP (Substrate-Like PCB) production for CoWoP platforms. This collaboration highlights how optical exposure accuracy and resist performance are becoming critical enablers for advanced PCB substrates bridging the gap between CoWoS and PCB. #SCREEN"
X Link 2025-10-23T10:29Z [----] followers, [----] engagements
"Jensen Huang is truly incredible. -In Korea he eats fried chicken with Samsung and Hyundai chairman. -In Taiwan he strolls through night markets with Morris Chang. -In China he dances on stage. -In the U.S. he shouts MAGA. A founder-CEO with deep technical roots yet also a world-class salesman and with razor-sharp political instincts. Its no exaggeration to say hes the most well-rounded and capable CEO among todays tech giants"
X Link 2025-10-31T05:42Z [----] followers, [----] engagements
"🟥Former Taiwan President Tsai Ing-wen visited ESMC (European Semiconductor Manufacturing Company) in Dresden a joint venture between TSMC Bosch Infineon Technologies and NXP Semiconductors that represents Europes largest semiconductor investment to date. Tsai emphasized that Taiwans semiconductor expertise is not only an essential part of the global economy but also a pillar of resilience and cooperation. She expressed confidence that ESMC will become a key milestone in Europes semiconductor advancement bringing Taiwans experience in manufacturing engineering and ecosystem collaboration to"
X Link 2025-11-12T07:58Z [----] followers, [---] engagements
"ASE Expands in Taiwan: NT$4.2 Billion Investment to Boost Advanced Packaging Capacity in Zhongli ASE Technology Holding has announced a major expansion in Taiwan exercising its contractual right of first refusal to acquire 72.15% ownership of a second-phase facility from Hung Ching Development & Construction Co. Ltd. The acquisition covers: [-----] ping of building area ( [-----] m) [----] ping of land ( [----] m) This facility will be used to expand advanced packaging and testing capacity at ASEs Zhongli campus supporting the companys growth in high-end OSAT processes as global demand surges for AI"
X Link 2025-11-25T04:07Z [----] followers, [---] engagements
"KOKUSAI ELECTRIC Building the future through technology and dialogue. #SEMICONJapan"
X Link 2025-12-17T00:59Z [----] followers, [---] engagements
"Ibiden.Good #SEMICONJapan2025"
X Link 2025-12-17T03:35Z [----] followers, [---] engagements
"Germanys Saxony: One of Europes Most Complete Semiconductor Ecosystems Saxony is not just a manufacturing locationit is a fully integrated semiconductor value chain concentrated within a single region. From Dresdens fabs (Infineon GlobalFoundries Bosch X-FAB) to equipment materials IC design OSAT software and applied research Saxony demonstrates how Europe can compete through ecosystem density rather than scale alone. https://twitter.com/i/web/status/2001181373776978274 https://twitter.com/i/web/status/2001181373776978274"
X Link 2025-12-17T06:43Z [----] followers, [----] engagements
"NVIDIAs H200 is reportedly securing new orders totaling [--] million units from Chinese technology giants including ByteDance Alibaba and Tencent with deliveries expected to be completed throughout [----]. At present NVIDIA is estimated to hold only around [------] units of H200 inventory far below surging demand. As a result NVIDIA is expected to ask TSMC to restart and expand H200 production lines over the coming quarters. However TSMCs current CoWoS-S capacity is insufficient to support renewed H200 production at scale. Industry assessments therefore suggest the most likely scenario is that"
X Link 2026-01-05T03:55Z [----] followers, [----] engagements
"In this global wave the Foxconn Hon Hai Research Institute (HHRI) is taking a markedly different path from academia: instead of remaining at the level of isolated optical designs it is driving metasurface commercialization through a fully system-level approach. HHRIs Semiconductor Research Center has designated metasurfaces as an official core research direction committing long-term resources under a academia module mass production strategy. Its Meta-PCSEL project with NYCU stands as the best example: by integrating a metasurface directly onto the PCSEL surface the team reduced the module"
X Link 2026-01-09T01:49Z [----] followers, [---] engagements
"#Resonac JOINT3: From Panel-Level Interposers to 2.xD Packaging Resonacs JOINT3 initiative marks a concrete step forward in scaling advanced packaging from materials innovation to system-level validation. At the APLIC (Advanced Panel Level Interposer Center) in Ibaraki Resonac has successfully demonstrated panel-level organic interposers at [---] reticle size manufactured on large [---] [---] mm panelsa key milestone for cost-effective large-area interposer production. These interposers are then transferred to the Packaging Solution Center in Kawasaki where Resonac completes the full 2.xD packaging"
X Link 2026-01-11T10:10Z [----] followers, [----] engagements
"This year whether from keynote talks by Micron Marvell Advantest Teradyne MPI and other leading companies or from technical discussions throughout the forum one theme was consistent: testing is now essential for high-speed SerDes KGD validation multi-stacked memory system-level reliability and thermal integrity. As AI/HPC chips increase in package size and push signaling frequency ever higher test strategies must evolve beyond traditional wafer sort toward a new electrical optical thermal tri-domain framework. This shift is gradually turning testing into a critical engineering platformone"
X Link 2026-01-13T04:18Z [----] followers, [----] engagements
"UMC Metalenz: The Strategic Logic Behind Building the Worlds First Large-Scale Metasurface Production Line on a [--] nm CMOS Platform Unlike HHRIs system-level approach UMC (United Microelectronics Corporation) is pioneering a globally rare forward-looking strategy from the wafer-level manufacturing side. In [----] Metalenz announced that it would adopt UMCs [--] nm CMOS platform to fabricate its meta-optics layer and perform wafer-on-wafer (W2W) bonding with image sensors using a [---] mm production line. This collaboration positions Taiwan as the worlds first semiconductor base capable of true"
X Link 2026-01-15T02:41Z [----] followers, [----] engagements
"The New Industrial Equation: Materials Define Competitiveness As the AI boom reshapes global supply chains materials have become the new geopolitical and economic leverage point. Taiwans PCB and CCL ecosystem long known for its cost efficiency is now pivoting toward high-performance specialty materials to remain competitive. Industry observers note that [----] marks a turning point the era of design-driven differentiation is giving way to the era of material-driven leadership. Companies that control or co-develop critical materials like high-frequency glass fabric HVLP copper foil and low-Dk"
X Link 2026-01-16T01:49Z [----] followers, [----] engagements
"🟧 #Resonac Corporation has decided to increase the sales prices of copper-clad laminates and prepregs which are primarily used for electronic circuit boards as outlined below. [--]. Details of the Price Revision Target Products and Rate of Increase : Copper-clad laminates and prepregs (all products) 30% increase from the current prices Effective Date : Shipments from March [--] [----] onward http://open.substack.com/pub/tspasemico http://open.substack.com/pub/tspasemico"
X Link 2026-01-16T23:21Z [----] followers, [---] engagements
"CPO is at an inflection point. Experts from Alchip Technologies Astera Labs and Ayar Labs discuss integrating CPO into switches and compute engines paving the way for widespread adoption by [----]. https://open.substack.com/pub/tspasemiconductor/p/from-taiwan-to-the-world-siliconr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/from-taiwan-to-the-world-siliconr=4hpdhj&utm_medium=ios"
X Link 2026-01-25T03:53Z [----] followers, [----] engagements
"🌈 #Lightmatter: new partnerships with #GUC #Synopsys and #Cadence three powerhouses spanning ASIC design IP and EDA infrastructure. That combination is not just symbolic its architectural"
X Link 2026-01-27T01:47Z [----] followers, [---] engagements
"🌈 #Alchip and #AyarLabs Unveil Co-Packaged Optics for AI Datacenter Scale-Up AI cluster scale up networks are bounded by copper connectivity distances. At the same time network power efficiency is limited by power density and cooling explained Erez Shaizaf Alchips Chief Technical Officer. This means that we want to optimize space efficiency but the challenge is that copper doesnt have the I/O connectivity to put everything together. CPO will break these boundaries. https://twitter.com/i/web/status/2015971130352468055 https://twitter.com/i/web/status/2015971130352468055"
X Link 2026-01-27T02:12Z [----] followers, [----] engagements
"⚛Today #IonQ announced plans to acquire #SkyWater Technology creating the only vertically integrated full-stack quantum platform company. IonQs CEO Niccolo De Masi: "IonQ will benefit from vertical integration across our increasingly interlinked quantum computing quantum networking quantum security and quantum sensing applications for land sea air and space. This transaction will significantly accelerate commercialization of our fully fault tolerant quantum computers and benefit our nations broader quantum industry enhancing our national security economic strength and technological"
X Link 2026-01-27T10:04Z [----] followers, [---] engagements
"🟥 #Advantest is an excellent example of how a single well-timed acquisition can completely reshape a companys DNA. Through the acquisition of Verigy truly a game-changing move the company transformed its foundation from a memory-driven cyclical business model to SoC-led structurally stable growth. Before the acquisition Earnings relied heavily on memory testers (DRAM etc.) leaving the company exposed to the full volatility of the silicon cycle Limited share in the SoC (logic) segment the future growth engine creating structural strategic risk The turning point The Verigy acquisition wasnt"
X Link 2026-01-30T02:08Z [----] followers, [---] engagements
"🌈Ayar Labs CPO and Alchip Technologies' advanced packaging partnership leverages TSMC's advanced technologies to make high-performance CPO solutions more accessible driving the adoption of this transformative technology"
X Link 2026-01-30T04:41Z [----] followers, [----] engagements
"Reuters reports that China has approved DeepSeek to purchase NVIDIA H200 chips. ByteDance Alibaba and Tencent have also been approved to collectively purchase more than [------] H200 units. This is AI. But I like it https://t.co/cPT7nrUBTy This is AI. But I like it https://t.co/cPT7nrUBTy"
X Link 2026-01-30T12:39Z [----] followers, [---] engagements
"📳CoWoP could arrive earlier: CoWoP could start pilot production as early as Rubin platform compared to market expectation of late-2027/2028. The SLP Structure has emerged putting a mSAP PCB on top of two separate 7-layer HDI (M9 Q-glass based CCL) with all three boards connected using copper paste lamination technology. https://twitter.com/i/web/status/2017766301259993259 https://twitter.com/i/web/status/2017766301259993259"
X Link 2026-02-01T01:05Z [----] followers, 12.9K engagements
"🔴TSMCs 2nm production bases are primarily located in Hsinchu Baoshan and Kaohsiung Nanzih. By the end of this year total monthly capacity is estimated to reach [-----] wafers. Kaohsiungs Fab [--] is divided into five phases. Phase [--] (P1) entered mass production at the end of last year. Phase [--] (P2) is currently accelerating equipment installation. Phase [--] (P3) broke ground in October [----] and is expected to complete construction and obtain operating licenses this year. According to TSMCs process roadmap N2P and A16 nodes are scheduled to enter mass production this year. Phases [--] and [--] (P4 P5)"
X Link 2026-02-01T12:50Z [----] followers, 20.2K engagements
"For MediaTek this transition is particularly significant in the context of Edge AI applications. Take smartphones as an example: achieving real-time intelligent image and perception processing at the device level will depend on high-speed connections between sensors (such as CIS: CMOS Image Sensors) and the SoC or NPU. Traditional electrical interconnects like MIPI are approaching their physical limits making the adoption of polymer-based optical interconnects a promising innovation path. https://tspasemiconductor.substack.com/p/from-taiwan-to-the-world-silicon"
X Link 2026-02-02T04:30Z [----] followers, [----] engagements
"When people around the world talk about Taiwans role in the semiconductor industry one name almost always comes first: #TSMC. Taiwan Semiconductor Manufacturing Company sits at the very center of the global chip supply chain producing the worlds most advanced logic chips the processors that power smartphones data centers AI accelerators and next-generation computing platforms. In many ways TSMC is not just a company; it is a foundational infrastructure layer of the digital economy comparable to a global utility for computation."
X Link 2026-02-02T05:44Z [----] followers, [----] engagements
"When people around the world talk about Taiwans role in the semiconductor industry one name almost always comes first: TSMC. Taiwan Semiconductor Manufacturing Company sits at the very center of the global chip supply chain producing the worlds most advanced logic chips the processors that power smartphones data centers AI accelerators and next-generation computing platforms. In many ways TSMC is not just a company; it is a foundational infrastructure layer of the digital economy comparable to a global utility for computation."
X Link 2026-02-02T05:52Z [----] followers, [---] engagements
"Marvell: Today we announced the close of our acquisition of Celestial AI. Celestial AI brings innovative optical interconnect technology designed to support high-bandwidth low-latency connectivity as AI systems scale beyond individual racks into large tightly integrated platforms. Together with Marvells leadership in high-speed connectivity switching and optics this strengthens our ability to deliver more integrated power-efficient solutions for next-generation AI and cloud data center infrastructure."
X Link 2026-02-02T15:11Z [----] followers, 26.3K engagements
"Such optical interconnect technologies are not only applicable to intra-device links between image sensors and processing chips but also scalable to high-bandwidth low-latency inter-chip connections within complex AI architectures. This opens a new frontier for MediaTek to drive differentiated system design and capture emerging market opportunities across AI-enabled mobile and edge platforms. #SemiVision #Semiconducctor #AI #Insight #Market #SupplyChain https://tspasemiconductor.substack.com/p/towards-the-core-of-ai-mediateks"
X Link 2026-02-03T01:15Z [----] followers, [---] engagements
"MediaTek (MTK) founded in [----] began as a provider of optical disk drive controller chips. It later gained prominence through its wireless connectivity solutions and mobile system-on-chip (SoC) products. As the smartphone market matured MediaTek actively sought to diversify into new verticalssuch as automotive electronics the Internet of Things (IoT) and edge AIin an effort to reposition itself for the AI era. The following sections outline five key dimensions through which MediaTek has evolved from its original Wi-Fi and mobile SoC-centered business model into a company strategically aligned"
X Link 2026-02-03T03:55Z [----] followers, [----] engagements
"🟦Credo: 224G scale-up cable backplanes have a challenging electrical budget which has limited them to a half rack of span forcing GPU and switch ICs to be physically located at the back of trays. #Credos Blue Heron the industrys first 224G multiprotocol AI scale-up retimer supporting Ultra Accelerator Link Consortium ESUN and Ethernet enables full recovery of a 40+dB 224G link. With Blue Heron (as shown in below diagram) system integrators can architect rack-scale cable backplanes as well as flexible tray placement of GPUs and switch ICs to support AI scale-up applications"
X Link 2026-02-04T02:43Z [----] followers, 10.2K engagements
"Nvidia is fundamentally a design powerhouse creating the computational brains of modern AI systems through GPUs such as the H100 H200 and the Blackwell generation but chip design is only the opening chapter in the journey from silicon blueprint to working AI infrastructure. Transforming those processors into complete AI servers GPU trays racks cooling architectures power distribution networks and fully deployable data center modules demands a manufacturing ecosystem with extraordinary depth coordination and speed one capable of synchronizing advanced packaging board-level integration"
X Link 2026-02-04T04:18Z [----] followers, [----] engagements
"🟦Amazons Trainium [--] is about to ship. While Trainiums performance is below NVIDIAs top-tier GPUs its servers are priced 4050% cheaper a major cost-performance lever for large-scale AI deployment. 🔹A key enabler here is #Alchip Technologies whose chip development plays a crucial role in the program. 🔹By [----] a single customer is expected to contribute $1.52.0 billion in revenue (extremely significant). 🔹Amazon is already developing Trainium [--]. 🔹Alchip provides ASIC design services across 7nm 5nm 3nm and 2nm process nodes. 🔴Microsoft Maia [---] is an early example of that middle path. In"
X Link 2026-02-04T04:37Z [----] followers, [----] engagements
"🌈AI silicon photonics interconnect solution provider Lightmatter centers its technology on laser light sources. To strengthen the completeness of its overall solutions the company has recently been actively collaborating with Global Unichip Corp. (GUC) Synopsys and Cadence. #Lightmatter is working with GUC to commercialize the Passage 3D Co-Packaged Optics (CPO) solution. The platform also integrates Synopsys 224G SerDes and UCIe IP on a 3nm process along with Cadences silicon-proven high-speed SerDes interface IP."
X Link 2026-02-04T04:58Z [----] followers, [----] engagements
"Qualcomms Edge-to-Cloud AI Strategy: From Hexagon NPUs to Data Center Ambitions At Computex [----] Qualcomm CEO Cristiano Amon officially announced the companys strategic expansion into the data center market. The keynote titled Qualcomm Expansion into Data Center marks a pivotal moment as Qualcomm broadens its core business from mobile computing to cloud AI and server infrastructure. It also unveils Qualcomms vision of delivering a next-generation platform that combines both high-performance CPUs and dedicated AI acceleration."
X Link 2026-02-04T09:58Z [----] followers, [----] engagements
"🔴TSMCs 2nm capacity is fully booked and NVIDIA is poised to be among the first to adopt the A16 process. As the global AI and HPC chip race enters the 2nm era TSMC has shifted into full battle readiness mode. NVIDIA CEO Jensen Huang recently dined with TSMC Chairman C.C. Wei and Senior Vice President Y.P. Chin a meeting widely interpreted by the market as a signal that the advanced-node war among AI giants is about to intensify. Industry sources expect AMD to begin using 2nm process technology for CPUs starting this year while Google is projected to follow in the third quarter of next year."
X Link 2026-02-04T10:27Z [----] followers, [----] engagements
"SK Hynix is expected to begin ramping up mass production of 1b-node DRAM for HBM4 as early as this month. The output will not only address sample demand raised by NVIDIA but also position the company ahead of the formal mass-production phase of HBM4 for the Vera Rubin platform. To support future shipment volumes SK Hynix plans to increase wafer input while also expanding its Cheongju M15x fab and accelerating process conversion at the M16 facility. The goal is to add roughly [-----] wafers per month in additional capacity by the end of this year."
X Link 2026-02-04T11:23Z [----] followers, [----] engagements
"🚨Chinese robots are set to make their way into U.S. factories. Texas Instruments has officially introduced the humanoid robot Walker S2 from #UBTECH into its semiconductor production lines this year. According to multiple media reports TI has already procured the robots and the two sides may further expand their relationship into broader supply chain cooperation. While TI deploys robots on its manufacturing lines UBTECH is also expected to incorporate TI chips and components into its own robotic products. TI recently activated its new 300mm wafer fab SM1 in Sherman Texas and plans to"
X Link 2026-02-04T12:28Z [----] followers, [----] engagements
"Can ZAM Replace HBM Intel and SoftBank Push Radical Memory Architecture https://open.substack.com/pub/tspasemiconductor/p/can-zam-replace-hbm-intel-and-softbankutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/tspasemiconductor/p/can-zam-replace-hbm-intel-and-softbankutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-05T02:10Z [----] followers, [----] engagements
"✳ #NVIDIAs next-generation Vera Rubin architecture elevates the role of the PCB and package substrate from a supporting component to a core enabler of compute performance marking the beginning of a major upgrade cycle for high-end PCBs and ABF substrates. [--] A Major Architectural Leap Vera Rubin is not just a GPU refresh. It represents a system-level integration of CPU + GPU + NVLink switch + advanced packaging (3D SoIC and silicon photonics CPO). System complexity and value per system both rise sharply with volume production targeted for Q2 [----]. [--] The Role of PCB and Substrate Is Redefined"
X Link 2026-02-05T05:31Z [----] followers, [----] engagements
"Amazing #Google"
X Link 2026-02-05T06:09Z [----] followers, [---] engagements
"Texas Instruments : We has announced an agreement to acquire Silicon Labs creating a leader in embedded wireless technology. I'm excited about what our teams will be able to accomplish together with our combined portfolio of embedded wireless connectivity products TI's extensive technology and manufacturing capabilities and a shared passion for innovation and engineering excellence the future looks bright 💫 Read more in our press release. https://twitter.com/i/web/status/2019307524848250895 https://twitter.com/i/web/status/2019307524848250895"
X Link 2026-02-05T07:10Z [----] followers, [----] engagements
"📳#MediaTek CEO Rick Tsai expressed strong confidence that the companys cloud ASIC revenue will reach US$1 billion (approximately NT$31.7 billion) in [----] with a target of scaling to several billions of dollars in [----] and continuing to expand thereafter. ➤ Five key technology pillars revealed The company is actively investing in five major areas: High-speed 400G SerDes Co-Packaged Optics (CPO) 3.5D advanced packaging Custom High-Bandwidth Memory (HBM) Integrated Voltage Regulators (IVR) Tsai emphasized that the real barrier is not a single chip but system-level architecture capability and"
X Link 2026-02-05T08:16Z [----] followers, [---] engagements
"#Qualcomm flags memory as the new swing factor for the handset market. Handset fundamentals remain solid (premium demand strong Snapdragon pipeline) but AI data center memory demand is tightening supply and pushing up prices. As a result several OEMs especially in China are cutting build plans and reducing inventory leading to lower chipset orders. Bottom line: Memory shortages and pricing are now shaping handset industry growth this year linking AI infrastructure demand directly to smartphone production."
X Link 2026-02-05T08:35Z [----] followers, [----] engagements
"🧑🏻🎤Japans semiconductor startup #Rapidus announced on February [--] that its private placements have exceeded [---] billion surpassing expectations for fiscal year [----]. The company plans to begin mass production of leading-edge chips in [----] and has secured backing from multiple corporations including SoftBank Group and Sony Group. These investments come not only from the private sector but also with support from the Japanese government reflecting strong market confidence in revitalizing Japans semiconductor industry."
X Link 2026-02-05T08:43Z [----] followers, [---] engagements
"At todays earnings call #Nittobo provided a constructive outlook on advanced material demand driven by AI infrastructure. Benefiting from continued strength in AI servers and advanced packaging demand for T-Glass (low CTE) and NE-Glass (low dielectric) is rising prompting the company to raise its full-year profit guidance. Although new market entrants are undergoing qualification for [----] Nittobo is expected to retain relatively strong pricing power before additional capacity comes fully online. In addition a higher mix of high-margin products is projected to drive operating profit growth"
X Link 2026-02-05T11:08Z [----] followers, [----] engagements
"Chinese robotics company UBTECH has partnered with Foxconn. In January this year the two companies announced their collaboration deploying the Walker S2 humanoid robot in factories covering use cases from iPhone assembly to electric vehicle logistics enabling real-world humanrobot collaboration scenarios. Beyond humanoid robots UBTECHs subsidiary UQI has also introduced the Chitu Alpha autonomous driving logistics vehicle at Foxconns electric vehicle R&D center which has now officially rolled off the production line."
X Link 2026-02-06T01:50Z [----] followers, [---] engagements
"Critical minerals have emerged as one of the most powerful strategic tools in the evolving geopolitical contest between China and the United States. As the global economy accelerates its transition toward electrification renewable energy advanced electronics and defense technologies control over upstream mineral supply chains has become as important as control over manufacturing capacity. https://open.substack.com/pub/tspasemiconductor/p/globalization-20-why-the-world-isr=4hpdhj&utm_medium=ios"
X Link 2026-02-06T02:41Z [----] followers, [---] engagements
"The semiconductor industry is currently standing at a critical inflection point of transformation and restructuring. As AI computing demand grows exponentially traditional Moores Law scaling can no longer singlehandedly sustain breakthroughs in system-level performance. In this context advanced packaging technologies are rapidly evolving from a backend process into the core enabler of system integration and architectural innovation. #SemiVision #Semiconducctor #AI #Insight #Market #SupplyChain https://twitter.com/i/web/status/2019626606810010072"
X Link 2026-02-06T04:18Z [----] followers, [---] engagements
"@CyberRobooo @grok real"
X Link 2026-02-06T04:30Z [----] followers, [----] engagements
"BESI also emphasizes the critical role of hybrid bonding and TCB Next (next-gen thermo-compression bonding) in supporting HBM4/HBM5 packaging which requires extremely tight control over signal integrity thermal management and stacking yield"
X Link 2026-02-07T02:14Z [----] followers, [----] engagements
"Advanced packaging is also a key area of investment for #MediaTek. As chip stacking and heterogeneous integration grow increasingly complex the challenges of electrical performance and thermal design rise sharply. In areas such as silicon photonic engines for CPO optical interconnectsbuilt on TSMCs COUPE platformMediaTek has taken an industry-leading position by developing a MicroLED-based AOC optical transmission solution. At the same time the company is pushing beyond conventional memory constraints and moving aggressively into customized HBM solutions."
X Link 2026-02-07T09:51Z [----] followers, [----] engagements
"✴Wafer-to-wafer (W2W) hybrid bonding is critical for enabling high-yield scalable manufacturing of next-generation 3D NAND and DRAM which demand sub-micron alignment accuracy and excellent bond strength. Die-to-wafer (D2W) hybrid bonding is an important enabler of chiplet integration HBM stacks and 3D system on chip (SoC) integration processes. EVG provides a complete hybrid bonding process flow for W2W bonding as well as comprehensive support for D2W hybrid bonding including surface preparation cleaning collective die transfer and high-precision alignment capabilities."
X Link 2026-02-07T11:01Z [----] followers, [----] engagements
"https://open.substack.com/pub/tspasemiconductor/p/can-zam-replace-hbm-intel-and-softbankr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/can-zam-replace-hbm-intel-and-softbankr=4hpdhj&utm_medium=ios"
X Link 2026-02-07T13:52Z [----] followers, 14.5K engagements
"From the U.S. point of view the core issue is not how to protect Taiwan because of chips; it is how to ensure access to chips regardless of what happens. That is a fundamentally different risk calculation. The United States does not view semiconductors as a magical deterrent that can prevent conflict. Instead it treats them as a strategic dependency that must be managed diversified and partially localized. https://twitter.com/i/web/status/2020314389107167398 https://twitter.com/i/web/status/2020314389107167398"
X Link 2026-02-08T01:51Z [----] followers, [---] engagements
"The Gap Between Symbol and Reality Yangs comments highlight a gap between symbolic narratives and operational reality. The Silicon Shield works well as a metaphor especially in media and policy discussions but semiconductor supply chains are ultimately governed by physical logistics capital expenditure yield learning curves and geopolitical contingencies. https://tspasemiconductor.substack.com/p/when-chips-meet-geopolitics-tsmc https://tspasemiconductor.substack.com/p/when-chips-meet-geopolitics-tsmc"
X Link 2026-02-08T03:54Z [----] followers, [---] engagements
"Building on the industry framework SemiVision developed this article by referencing the five megatrend themes identified by TechInsights and expanding them into a broader interpretation of how these forces will reshape the semiconductor ecosystemfrom technology roadmaps and capital allocation to supply chain structure and emerging bottlenecks. https://tspasemiconductor.substack.com/p/the-race-to-2026-five-megatrends https://tspasemiconductor.substack.com/p/the-race-to-2026-five-megatrends"
X Link 2026-02-08T04:18Z [----] followers, [---] engagements
"To give board members a deeper understanding of the companys operations TSMCs board of directors has been holding meetings at its operating sites in Taiwan and overseas. After convening a board meeting in Arizona the United States for the first time in February last year TSMC will hold its board meeting in Kumamoto Japan for the first time on February [--] [----]. On February [--] TSMC Chairman and CEO C.C. Wei met with Japanese Prime Minister Sanae Takaichi and stated that TSMC is evaluating the possibility of adopting a 3-nanometer process for its second wafer fab currently under construction in"
X Link 2026-02-08T07:22Z [----] followers, [----] engagements
"🌞Elon Musk: Once the entire closed loop is connected from solar power generation robotic manufacturing chip fabrication AI traditional currency may actually become a constraint rather than an enabler. At that point what truly matters will be watts (energy) and tonnage (manufacturing capacity) not dollars. https://twitter.com/i/web/status/2020439180522983847 https://twitter.com/i/web/status/2020439180522983847"
X Link 2026-02-08T10:06Z [----] followers, [---] engagements
"Europe leads in photonic chips but decisive action is needed now. Photonic Integrated Circuits (PICs) are the backbone of next-generation AI quantum computing 5G/6G autonomous systems and green energy technologies. The global PIC market will grow from $1.9B (2024) to $7.2B (2031) and Europe still holds strategic advantages across the value chain from specialized foundries to world-class R&D. A coalition of [--] European CEOs including LIGENTEC PHIX Photonics Assembly SMART Photonics and X-FAB backed by PhotonDelta and 80+ organizations is calling for: ✅ Stronger business and innovation"
X Link 2026-02-08T11:29Z [----] followers, [----] engagements
"🧑🏻🎤Why #NVIDIA use 800V HVDC There are two main reasons: [--]. Lower copper cost Power follows W = V times I. When voltage increases current decreases which means cables dont need to be as thick. For AI racks drawing tens of kilowatts the reduction in copper usage translates into significant cost savings. [--]. Higher power conversion efficiency Compared with traditional 12V or 48V architectures an 800V system reduces the number of power conversion stages. Using SiC MOSFETs conversion efficiency can reach 9698% which is higher than conventional silicon MOSFETs. A 1% efficiency difference at this"
X Link 2026-02-08T14:41Z [----] followers, [----] engagements
"#Nittobo: The semiconductor market is expected to grow further with the global market predicted to expand to approximately JPY [---] trillion by [----]. With the rapid evolution and widespread adoption of generative AI technology in recent years AI servers are also becoming more powerful and their market size is expanding. Nittobo Group provides two main types of Special Glass through its proprietary technologies. T-glass (high-elasticity low thermal expansion glass) is an essential material for semiconductor package substrates supporting information and communications society such as CPUs GPUs"
X Link 2026-02-09T00:11Z [----] followers, [----] engagements
"This divergence is reshaping the industrys fundamentals. The semiconductor value chain is no longer moving in a unified cyclical wave. Instead we are entering a new phase where AI infrastructure defines the leading edge of demand while other segments must compete for residual resourcesadvanced process capacity packaging throughput memory allocation power budgets and even electrical grid availability. #SemiVision #Semiconducctor #AI #Insight #Market #SupplyChain https://twitter.com/i/web/status/2020661676694024656 https://twitter.com/i/web/status/2020661676694024656"
X Link 2026-02-09T00:51Z [----] followers, [---] engagements
"@elonmusk @grok Can I buy Starlink in Taiwan"
X Link 2026-02-09T01:08Z [----] followers, [---] engagements
"📳Taiwans leading IC design house #MediaTek has seen its share price surge sharply rallying repeatedly in late January and pushing its market capitalization to a record highseemingly unfazed by bearish expectations for global smartphone shipments this year. Spotting the powerful AI megatrend MediaTek Chairman Tsai Ming-Kai has decided to shift the companys formation. Recently MediaTek redeployed a smartphone-chip R&D force of more than a thousand engineers to focus on developing industrial-grade ASICs (custom chips). This move not only secures MediaTeks first major ASIC order from Google but"
X Link 2026-02-09T04:07Z [----] followers, [----] engagements
"1) AI Remains Cloud-Centric; Edge AI Still Lags the Hype The core direction is clear: frontier models keep growing and that implies ongoing hyperscale and data center investment. The text you shared emphasizes that large AI campuses could reach [--] GW power demand which becomes a real-world limiter because grids and transmission infrastructure cannot scale at the same pace. https://twitter.com/i/web/status/2020713769526067489 https://twitter.com/i/web/status/2020713769526067489"
X Link 2026-02-09T04:18Z [----] followers, [---] engagements
"The Korea Economic Daily reported that #NVIDIA had already allocated its required HBM4 supply volumes to the three major memory manufacturers in December last year. According to the report the allocation breakdown is as follows: SK Hynix accounts for about 50% of the total primarily covering the mid-to-high tier (approximately 55%59%); Samsung Electronics takes around 20% mainly in the mid-tier (about 25%); and Micron Technology accounts for roughly 20%. This report is completely at odds with earlier estimates from xxxxxxxx. https://twitter.com/i/web/status/2020716442195464251"
X Link 2026-02-09T04:28Z [----] followers, [----] engagements
"Japans Political Stability Is Becoming a Market Tailwind 📈 With the ruling coalition securing a firm grip on the Diet Japan is entering a rare phase of political certainty. For markets this matters. A stable government gives Tokyo greater policy flexibility allowing it to expand fiscal spending without triggering immediate fears of yen weakness or sharply higher borrowing costs. That combination is exactly what risk assets like to see. Key implications: Greater room for fiscal stimulus to support growth Reduced short-term pressure on the yen More predictable conditions for JGB yields"
X Link 2026-02-09T05:11Z [----] followers, [---] engagements
"⚡Breaking News: Back in the day when @elonmusk invited Bill Gates to tour #Teslas Texas Gigafactory Gates bluntly dismissed the idea of a long-range electric semi saying it was technically impossible. Musks response was simple: Weve already built it Pepsi is using it right now. Fast forward to today and the Tesla Semi is now moving toward large-scale mass production. Based on Teslas latest official specs and Musks recent comments: 👉 Customer deliveries are expected to begin in [----] with production ramping toward high-volume output starting later this year. 👉 The long-range version fully"
X Link 2026-02-09T05:59Z [----] followers, [---] engagements
"🎃#MediaTek #Airbus ST Engineering iDirect and #Keysight officially signed a Memorandum of Understanding (MoU) for 5G/6G satellite communications (NTN) R&D collaboration at Space Summit [----] joining forces to advance innovation in next-generation satellite communications The signing ceremony was witnessed by representatives of Singapores soon-to-be-established National Space Agency (#NSAS) symbolizing strong support and commitment from all parties toward the development of Singapores space industry. This four-party alliance will leverage its collective strengths to actively promote R&D"
X Link 2026-02-09T06:11Z [----] followers, [---] engagements
"The Ever-Shifting Relationship Between TSMC and Intel: A History of Competition and Cooperation Among semiconductor companies Intel has long been the giant with the highest revenue and the largest workforce. In recent years however Intel has undergone large-scale layoffs and TSMC is now poised to surpass Intel to become the worlds largest semiconductor employer. Although Intel remains a massive companywith a workforce larger than the combined headcount of AMD NVIDIA and Armthe moment TSMC overtakes Intel in employee numbers will be a highly symbolic milestone. As of December [--] [----] Intel"
X Link 2026-02-09T06:17Z [----] followers, [----] engagements
"@treasureh8nter @grok real"
X Link 2026-02-09T07:16Z [----] followers, [---] engagements
"@Clawnch_Bot Hello 🦞 https://open.substack.com/pub/tspasemiconductor/p/is-a-second-civilization-emergingr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/is-a-second-civilization-emergingr=4hpdhj&utm_medium=ios"
X Link 2026-02-09T08:15Z [----] followers, [--] engagements
"@Polymarket"
X Link 2026-02-09T08:19Z [----] followers, [--] engagements
"Advanced semiconductor in Japan https://open.substack.com/pub/tspasemiconductor/p/viewing-japans-semiconductor-strategyr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/viewing-japans-semiconductor-strategyr=4hpdhj&utm_medium=ios"
X Link 2026-02-09T09:14Z [----] followers, [----] engagements
"@R00041451 @serapeum1103 Good"
X Link 2026-02-09T09:15Z [----] followers, [--] engagements
"@NoodleHairCR7 @grok Speed"
X Link 2026-02-09T09:17Z [----] followers, [---] engagements
"Seedance: Tang Sanzang vs. Thanos 🤩🤩🤩"
X Link 2026-02-09T12:03Z [----] followers, [---] engagements
"@zollotech Nice UX design"
X Link 2026-02-09T20:17Z [----] followers, [---] engagements
"🦋Intel: A systems foundry approach Now you can work with one semiconductor provider that meets the full breadth of your needs. Intel Foundry is the worlds first systems foundry a full-stack approach that integrates chip and systems IP process nodes and advanced packaging and test plus Systems Acceleration Services for architecture and design to help bring it all together. We can take you from initial specifications to finished devices and deliver it all at global scale. https://open.substack.com/pub/tspasemiconductor/p/intels-next-frontier-redefining-chipletr=4hpdhj&utm_medium=ios"
X Link 2026-02-09T20:22Z [----] followers, [----] engagements
"@iPaulCanada Amazing"
X Link 2026-02-09T20:23Z [----] followers, [----] engagements
"🚨China is replicating its electric vehicle playbook in the humanoid robotics sector and its working. Chinese companies now control roughly 90% of the global humanoid robot market taking a dominant position in a technology poised to reshape manufacturing and the future of labor. Only @TeslaAIBot can fight with China Humanoid robots. @elonmusk https://twitter.com/i/web/status/2020960013649576189 https://twitter.com/i/web/status/2020960013649576189"
X Link 2026-02-09T20:36Z [----] followers, [----] engagements
"🥏EU Commission: We've launched our largest Chips Act pilot line: NanoIC. With a total investment of [---] billion NanoIC will accelerate the development of next-generation semiconductor technology essential for AI development autonomous vehicles healthcare and 6G mobile technology. https://open.substack.com/pub/tspasemiconductor/p/scaling-together-netherlands-x-taiwanr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/scaling-together-netherlands-x-taiwanr=4hpdhj&utm_medium=ios"
X Link 2026-02-09T21:46Z [----] followers, [---] engagements
"@FatFIRE74 Pay attention on SpaceX supply chain"
X Link 2026-02-10T04:11Z [----] followers, [--] engagements
"✴ Beyond AI/HPC in the Cloud: The Rise of Edge Computing As the demand for AI and HPC cloud computing continues to grow the market is entering a new phase of development. Notably Edge Computing is emerging as the next major focus area. With the exponential increase in data and computing demands cloud and edge computing are evolving into complementary technologies each demonstrating distinct growth momentum. #SemiVision #Semiconducctor #AI #Insight #Market #SupplyChain https://tspasemiconductor.substack.com/p/tsmc-unleash-innovation-from-ai-to"
X Link 2026-02-10T04:18Z [----] followers, [---] engagements
"📙Visited the Ewha Womans University#Syensqo Research & Innovation Center todaya great opportunity to exchange ideas and see how academia and advanced materials research come together in practice"
X Link 2026-02-10T05:06Z [----] followers, [---] engagements
"@elonmusk @Starlink Next time we will see livestream on moon 🌕"
X Link 2026-02-10T10:55Z [----] followers, [---] engagements
"🧶The rapid rise of AI servers and high-performance computing (HPC) has pushed data center cooling requirements to an unprecedented level. The latest generation of AI chipssuch as NVIDIAs H100 and Grace Hoppernow carry thermal design power (TDP) ratings that often reach several kilowatts far beyond what traditional air-cooling systems can effectively handle. For example NVIDIAs GB200 and GB300 chips feature TDPs ranging from 1200W to 2700W significantly exceeding the roughly 700W practical limit of air cooling. As heat density continues to increase at an exponential pace server cooling"
X Link 2026-02-10T13:41Z [----] followers, [----] engagements
"zHBM concept from Samsung #SEMICONKOREA"
X Link 2026-02-11T02:30Z [----] followers, [----] engagements
"At Computex [----] Qualcomm showcased how its latest generation of products are enabling Edge AI applications while also revealing its strategic move into the data center markethighlighted by its vision to deliver CPU + AI: Building the Core of the Next-Gen Data Center Platform. https://tspasemiconductor.substack.com/p/beyond-computex-qualcomms-expanding https://tspasemiconductor.substack.com/p/beyond-computex-qualcomms-expanding"
X Link 2026-02-11T02:45Z [----] followers, [---] engagements
"SemiVision believes that over the past decade both Qualcomm and Xiaomi have venturedsometimes boldly sometimes cautiouslyinto the path of chip self-design and platform integration. Now both companies stand once again at a pivotal turning point in their strategic evolution"
X Link 2026-02-11T03:13Z [----] followers, [---] engagements
"Qualcomms journey in AI began as early as [----] with the introduction of the Zeroth platform a foundational step in bringing neural network inference to mobile devices. Since then Qualcomm has evolved its AI capabilities through the Hexagon NPU (Neural Processing Unit) engineered specifically for efficient low-power on-device AI computation. The latest generation of Hexagon NPUs now delivers up to [--] TOPS supporting complex AI models and real-time inference across smartphones PCs and IoT devices. With robust developer tools like AI Engine Direct SDK and Hexagon SDK Qualcomm continues to be a"
X Link 2026-02-11T04:18Z [----] followers, [----] engagements
"♦ Qualcomm and Xiaomi: A Strategic Co-opetition Despite Xiaomis push for in-house chip development Qualcomm remains a critical partner. In May [----] both companies signed a multi-year agreement under which Xiaomis flagship smartphones will continue to adopt Snapdragon [--] series processors and will be among the first to use the next-generation Snapdragon [--] Elite. This reflects a classic case of co-opetitionwhere Xiaomi continues to rely on Qualcomms cutting-edge connectivity and SoC platforms for mainstream and mid-range models while exploring self-developed solutions at the flagship level."
X Link 2026-02-11T04:46Z [----] followers, [---] engagements
"Advantest at Semicon Korea [----] https://open.substack.com/pub/tspasemiconductor/p/advantest-leading-the-ai-testingr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/advantest-leading-the-ai-testingr=4hpdhj&utm_medium=ios"
X Link 2026-02-11T05:46Z [----] followers, [---] engagements
"Amazon has just received approval from the U.S. Federal Communications Commission (FCC) to launch up to [----] low-Earth orbit (LEO) internet satellites. Amazons LEO constellation will directly compete with Starlink. SpaceXs Starlink constellation currently has [----] satellites in orbit with approximately [----] operating normally. https://open.substack.com/pub/tspasemiconductor/p/10-minutes-to-understand-why-lowr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/10-minutes-to-understand-why-lowr=4hpdhj&utm_medium=ios"
X Link 2026-02-11T10:36Z [----] followers, [----] engagements
"Cute food delivery robots"
X Link 2026-02-11T11:06Z [----] followers, [---] engagements
"Chip Strategy Landscape Across Major Players While Xiaomi is entering the high-end chip market other major players are moving forward aggressively. Apple maintains complete control over its CPU GPU and NPU stack with the A-series and M-series chips. MediaTek focuses on mobile platforms with its Dimensity series and is now advancing its AI capabilities with big-core architectures. Huawei is reemerging with the Kirin and Ascend lines despite manufacturing constraints reinforcing its vision of chip sovereignty. https://tspasemiconductor.substack.com/p/beyond-computex-qualcomms-expanding"
X Link 2026-02-11T16:19Z [----] followers, [----] engagements
"Qualcomms Data Center Vision: Beyond the Edge In addition to its mobile and edge computing strengths Qualcomm is now positioning itself as a key player in the next-generation data center. At Computex the company confirmed its partnership with NVIDIAs NVLink Fusion program and its collaboration with Saudi AI startup Humain. These initiatives point to Qualcomms plan to deliver custom ASICs AI accelerator modules and potentially full-stack compute platforms tailored for generative AI and hyperscale workloads. https://twitter.com/i/web/status/2021776522890129559"
X Link 2026-02-12T02:41Z [----] followers, [---] engagements
"At the heart of AIs real-world scaling limits lie two hard constraints: compute capacity and memory bandwidth. While advances in GPUs and accelerators continue at a rapid pace memory bandwidthrather than raw computehas emerged as the dominant bottleneck. High Bandwidth Memory (#HBM) has therefore become a critical component in breaking AI performance ceilings. https://open.substack.com/pub/tspasemiconductor/p/ai-is-not-a-cycleit-is-a-structuralr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/ai-is-not-a-cycleit-is-a-structuralr=4hpdhj&utm_medium=ios"
X Link 2026-02-12T02:41Z [----] followers, [----] engagements
"This move reflects Qualcomms evolution from a mobile-centric chip supplier to a full-spectrum computing platform providerspanning edge devices to cloud infrastructure. With its in-house CPU development scalable multi-core architectures and AI processing engines in place Qualcomm is well-positioned to shape the future of AI data center deployments. https://twitter.com/i/web/status/2021793887908421980 https://twitter.com/i/web/status/2021793887908421980"
X Link 2026-02-12T03:50Z [----] followers, [---] engagements
"When discussing power systems for space satellites the question is no longer whether solar energy should be used but rather how well it can be engineered. In the space environment solar power is not an optionit is the only viable primary energy source for long-duration satellite missions. https://tspasemiconductor.substack.com/p/in-space-power-is-destiny-solar-panels https://tspasemiconductor.substack.com/p/in-space-power-is-destiny-solar-panels"
X Link 2026-02-12T04:18Z [----] followers, [---] engagements
"As societies transition into the age of AI automation and abundance the rules of value creation are being rewritten. The skills that once guaranteed successlogic efficiency optimization and analytical precisionare no longer scarce. They are increasingly automated replicated and commoditized. What replaces them is not chaos but a new hierarchy of human value. At the center of this shift are two fundamental abilities. Master them and you master the future. https://open.substack.com/pub/opticksvision/p/master-these-six-abilities-masterr=4hpdhj&utm_medium=ios"
X Link 2026-02-12T04:26Z [----] followers, [---] engagements
"Key takeaways from to @elonmusk s interview: Optimus Gen [--] (the latest version to be unveiled this quarter) is expected to be the first iteration suitable for large-scale manufacturing with a target of roughly one million units per year. A portion of Optimus units will be deployed for real-world work (such as in factories) while another portion will be used for what Musk described as Optimus Academya continuous real-world interaction and training environment for the robots. Training conducted in Optimus Academy is designed to bridge the sim-to-real gap complementing learning that takes place"
X Link 2026-02-12T04:46Z [----] followers, [---] engagements
"🤡 Elon Musks xAI has announced a corporate restructuring dividing the company into four divisions: Grok (chatbot) Coding (programming) Imagine (image generation) Macrohard Yes you read that correctly. Macrohard. The name feels like a middle schoolers first assignment after discovering what satire means. Hey Ive got an awesome company nameMicrosoft is too soft lets go hard instead Tech giants are spending tens of billions on AI and the boldest creative move is swapping soft for hard Whats nextMacrohard Word Macrohard Excel and Macrohard Clippy Musk: Were going to change the world with"
X Link 2026-02-12T06:59Z [----] followers, [---] engagements
"@AI126F4 @grok source"
X Link 2026-02-12T08:42Z [----] followers, [--] engagements
"#Kioxia absolutely crushed expectations Operating profit consensus: [---] billion guidance came in at [------] billion. Net income consensus: [---] billion guidance came in at [------] billion. https://open.substack.com/pub/tspasemiconductor/p/ai-is-not-a-cycleit-is-a-structuralr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/ai-is-not-a-cycleit-is-a-structuralr=4hpdhj&utm_medium=ios"
X Link 2026-02-12T09:26Z [----] followers, [----] engagements
"At #Foxconn Technologys company year-end sports event today Terry Gou couldnt attend but they offered a Founders Special Award: NT$10000000 each for [--] people US$333000 each NT$200000 each for [----] people US$6667 each Total prize pool: NT$300000000 US$10000000 https://twitter.com/i/web/status/2021887370338218454 https://twitter.com/i/web/status/2021887370338218454"
X Link 2026-02-12T10:01Z [----] followers, [---] engagements
"Qualcomms AI Development Overview Qualcomm has been actively developing artificial intelligence (AI) technologies since the early 2010s with a particular focus on on-device AI. The company aims to deliver high-performance low-power AI computing across smartphones PCs and IoT devices. Below is a timeline of Qualcomms AI evolution and the major advancements of its Hexagon NPU (Neural Processing Unit): https://twitter.com/i/web/status/2021975586386686054 https://twitter.com/i/web/status/2021975586386686054"
X Link 2026-02-12T15:52Z [----] followers, [---] engagements
"Even minor degradation in photovoltaic performance can be amplified at the system level resulting in reduced payload capability shorter mission duration or complete mission failure. As a result solar power systems are not merely supporting componentsthey are the foundation of satellite mission success. https://twitter.com/i/web/status/2022129853160390925 https://twitter.com/i/web/status/2022129853160390925"
X Link 2026-02-13T02:05Z [----] followers, [---] engagements
"Any comments"
X Link 2026-02-13T09:11Z [----] followers, [---] engagements
"📳 #MediaTek is investing tens of billions of New Taiwan dollars to build a data center at the Tongluo Science Park in Miaoli. According to supply-chain sources the second phase of mechanical and electrical works for the first stage is scheduled to be completed in July this year. The facility is expected to deploy NVIDIA-based AI server systems. Market observers interpret this move not only as a response to MediaTeks internal AI R&D needs but also as a strategic investment aimed at strengthening its in-house chip design capabilities."
X Link 2026-02-13T10:51Z [----] followers, [----] engagements
"📳 MediaTek is investing tens of billions of New Taiwan dollars to build a data center at the Tongluo Science Park in Miaoli. According to supply-chain sources the second phase of mechanical and electrical works for the first stage is scheduled for completion in July this year and the facility is expected to deploy NVIDIA-based AI server systems. Market observers view this move not only as a response to internal AI R&D needs but also as a strategic investment aimed at strengthening MediaTeks in-house chip design capabilities. As chip design enters a highly automated phase compute power"
X Link 2026-02-13T11:31Z [----] followers, [----] engagements
"@thehedgeberg Power shortages will happen in Taiwan"
X Link 2026-02-13T15:01Z [----] followers, [--] engagements
"This book is not a conventional work on economic policy. Rather it is a highly politicized national-security-oriented blueprint for restructuring Japans economic system. Takaichis core objective is to redefine a fundamental question: What does successful economic policy actually mean in an era of geopolitical risk In her framework economic growth is no longer the ultimate goal. Instead growth becomes the outcome of national survival strategic autonomy and institutional resilience. https://tspasemiconductor.substack.com/p/viewing-japans-semiconductor-strategy"
X Link 2026-02-14T02:14Z [----] followers, [---] engagements
"@elonmusk has just announced that mobile signal dead zones could be eliminated within the next two yearsprovided that space-based and terrestrial networks can operate in perfect parallel. Direct satellite-to-phone connectivity is no longer theoretical. SpaceX is already producing this technology at scale; the limitation is that todays smartphones are not yet able to communicate with it. Musk noted Some hardware improvements are required. Transmitting high-quality bandwidth from orbit requires a different chipset. Current smartphones lack the radio hardware needed to support SpaceXs satellite"
X Link 2026-02-14T11:54Z [----] followers, [---] engagements
"@litecoin LoL"
X Link 2026-02-15T02:35Z [----] followers, [--] engagements
"Zhen Ding Tech advancing ABF substrate technology From [----] to [----] ABF substrates have undergone dramatic scaling: -Body size expanded from [----] mm to 120140+ mm (20 growth) -Layer count increased from [--] to 28+ (4 growth) -Bump count jumped from 1K to over 300K500K (300 growth) https://twitter.com/i/web/status/1957346141542170970 https://twitter.com/i/web/status/1957346141542170970"
X Link 2025-08-18T07:37Z [----] followers, [----] engagements
"🟧 #Resonac Corporation has decided to increase the sales prices of copper-clad laminates and prepregs which are primarily used for electronic circuit boards as outlined below. [--]. Details of the Price Revision Target Products and Rate of Increase : Copper-clad laminates and prepregs (all products) 30% increase from the current prices Effective Date : Shipments from March [--] [----] onward https://open.substack.com/pub/tspasemiconductor/p/leveraging-resonacs-model-advancingr=4hpdhj&utm_medium=ios"
X Link 2026-01-16T05:53Z [----] followers, [----] engagements
"#AGC is steadily expanding its role in advanced semiconductor packaging not just as a glass supplier but as a system-level materials and process partner. From glass core substrates (TGV) and glass interposers to low-Dk resins RCC copper-clad laminates and optical waveguide integration AGC is building a full-stack solution that connects xPU memory photonics and PCB into one coherent package architecture. This isnt about a single material. Its about combining inorganic + organic materials design processing and manufacturing know-how to enable the next generation of AI HPC and photonics-driven"
X Link 2026-02-07T02:37Z [----] followers, [----] engagements
"🦋Market Dynamics and Production Efficiency DRAM momentum: First-quarter DRAM revenue reached a record high reaffirming AMATs long-standing strength in this segment. HBM requires [--] more wafer starts per bit than conventional DRAM and AMAT is well positioned to gain share as the industry transitions to 6F and 4F architectures. Capacity pricing power: Advanced-node capacity is essentially fully utilized and carries strong pricing power. Customers are ramping both FinFET and GAA capacity in parallel (e.g. TSMC N3 and N2 expansions). Cleanroom constraints: Cleanroom space for advanced logic and"
X Link 2026-02-14T00:32Z [----] followers, [----] engagements
"😵💫 Globalization is not ending but it is being redesigned. The new system does not eliminate cross-border production; instead it layers it with political boundaries strategic redundancies and risk buffers. Supply chains are becoming more regional more duplicated and more state-influenced. In short the world economy is no longer optimized solely for speed and cost. It is being rebuilt to withstand shocks geopolitical rivalry and systemic uncertainty. https://twitter.com/i/web/status/2022525709692874901 https://twitter.com/i/web/status/2022525709692874901"
X Link 2026-02-14T04:18Z [----] followers, [---] engagements
"@dilipjain077 Old. Panasonic"
X Link 2026-02-14T12:17Z [----] followers, [--] engagements
"@cb_doge For the human"
X Link 2026-02-15T07:54Z [----] followers, [---] engagements
"@SamsungMobile @grok is it good"
X Link 2026-02-13T09:20Z [----] followers, [--] engagements
"How to Understand the Semiconductor Industry in [--] Day If youve been following the semiconductor industry for years yet still feel a lingering unease I feel like I understand it but I cant quite http://x.com/i/article/2013098522359562240 http://x.com/i/article/2013098522359562240"
X Link 2026-01-19T05:43Z [----] followers, 10.7K engagements
"SK Hynix: The paper "H: Hybrid Architecture using High Bandwidth Memory and High Bandwidth Flash for Cost-Efficient LLM Inference" introduces a game-changing hybrid memory architecture that marries the speed of HBM with the massive capacity of NAND flash to slash the cost of running large language models. https://twitter.com/i/web/status/2019621787471143013 https://twitter.com/i/web/status/2019621787471143013"
X Link 2026-02-06T03:58Z [----] followers, 15.6K engagements
"🦸♂Optical interconnects are becoming foundational to future AI and HPC infrastructure and todays announcement with #Lightmatter and #Cadence demonstrates that integration of silicon-proven SerDes UCIe and photonics is no longer optional its essential. Excited to see this partnership help unlock higher bandwidth and energy-efficient AI at scale. https://open.substack.com/pub/tspasemiconductor/p/lightmatter-taiwan-tech-day-in-20r=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/lightmatter-taiwan-tech-day-in-20r=4hpdhj&utm_medium=ios"
X Link 2026-02-09T06:31Z [----] followers, [----] engagements
"Elon Musk announced on X that SpaceX has shifted its focus toward building a self-sustaining city on the Moon. Lunar travel may be closer than we think According to Musk a lunar city could become reality within [--] years while Mars would require at least [--] years. Missions to the Moon could launch every [--] days with a travel time of just two days. Compared with Mars the Moons proximity enables far faster construction iteration and scalingmaking it the most practical next step toward humanitys off-world future."
X Link 2026-02-09T08:15Z [----] followers, [---] engagements
"HBM Crowding-Out Effects Are Reshaping the DRAM Market The rapid expansion of HBM capacity is creating a powerful crowding-out effect across the broader DRAM landscape. As memory manufacturers prioritize HBM and high-end products such as DDR5 capacity is being structurally reallocated away from legacy commodity and niche DRAM segments. As a result even non-HBM DRAM products are now facing tightening supply conditions. Mature-node memory once governed by classic price cycles is increasingly transitioning from a demand-driven pricing model to a supply-limited regime. The industry is no longer"
X Link 2026-02-16T00:51Z [----] followers, 14K engagements
"@steipete @OpenAI @openclaw Exciting"
X Link 2026-02-16T01:53Z [----] followers, [---] engagements
"@danielfoch @openclaw Expect"
X Link 2026-02-16T02:02Z [----] followers, [---] engagements
"By the end of this year Taiwan will have nine 2-nanometer foundry fabs in operation yet capacity will still fall short. Demand remains overwhelmingly strong. https://open.substack.com/pub/tspasemiconductor/p/when-chips-meet-geopolitics-tsmcr=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/when-chips-meet-geopolitics-tsmcr=4hpdhj&utm_medium=ios"
X Link 2026-02-16T11:10Z [----] followers, [---] engagements
"Amazing 🚨 +😱 🔥OptimusAI https://t.co/peQJZirM0y 🚨 +😱 🔥OptimusAI https://t.co/peQJZirM0y"
X Link 2026-02-16T13:51Z [----] followers, [---] engagements
"Chinas Electromagnetic Shield to Block Starlink The South China Morning Post recently revealed a Chinese research project suggesting that the PLA could deploy a swarm of drones at an altitude of [--] km to form an electromagnetic shield between Starlink satellites and Taiwan effectively blocking communication signals. These drones or alternatively balloons or high-altitude aircraft would align in the sky to create a dense jamming grid that beams noise down to the ground"
X Link 2025-11-28T08:29Z [----] followers, 1.1M engagements
"AI server supply chain overview Taiwan is where this digital ambition takes tangible form where leading-edge nodes are manufactured CoWoS capacity is expanded boards are assembled racks are integrated and AI clusters become deployable infrastructure. It reflects a deeper structural truth: AI leadership is no longer defined solely by algorithms or model size but by who can coordinate the most complex capital-intensive and tightly synchronized hardware supply chain in the world and in that equation this island is not peripheral but central."
X Link 2026-02-08T04:20Z [----] followers, 83.6K engagements
"Arms shift toward custom chips and the CSS (Compute Subsystems) model directly challenges the previously stable upstreamdownstream relationship it maintained with Qualcomm and MediaTek pushing collaboration to the very edge of coopetition"
X Link 2026-02-16T10:16Z [----] followers, [---] engagements
"In short Arms vertical expansion is reshaping the power balance of the Arm ecosystemturning long-standing partners into direct competitors and redefining where value and control reside in the next generation of AI PCs and smartphones"
X Link 2026-02-16T10:17Z [----] followers, [---] engagements
"This is amazing 🤩 @elonmusk 🚨 +😱 🔥OptimusAI https://t.co/peQJZirM0y 🚨 +😱 🔥OptimusAI https://t.co/peQJZirM0y"
X Link 2026-02-16T13:49Z [----] followers, [---] engagements
"Looking ahead to [----] the global semiconductor industry is expected to enter a phase of AI-led but decelerating growth shaped by both macroeconomic normalization and structural shifts in end-market demand. According to forecasts from market report global GDP growth is projected to slow from 3.4% in [----] to approximately 2.9% in both [----] and [----] signaling a less supportive macro backdrop for cyclical industries. https://twitter.com/i/web/status/2023591482100269197 https://twitter.com/i/web/status/2023591482100269197"
X Link 2026-02-17T02:53Z [----] followers, [---] engagements
"Resonac's Packaging Solution Center (PSC) is a leading global research and development site dedicated to advanced semiconductor packaging. It is located on the 3rd and 4th floors of the Resonac facility in AIRBIC Kawasaki City Japan with a total floor area of approximately [----] m. https://open.substack.com/pub/tspasemiconductor/p/leveraging-resonacs-model-advancingr=4hpdhj https://open.substack.com/pub/tspasemiconductor/p/leveraging-resonacs-model-advancingr=4hpdhj"
X Link 2025-09-12T00:13Z [----] followers, [---] engagements
"💘 A Quick Comparison of Photonic Coupling Technologies from #AGC Group As silicon photonics moves toward higher density and tighter integration coupling technology becomes a key system-level trade-off. Below is a high-level comparison of three mainstream approaches: grating coupling edge coupling and adiabatic coupling. 💟 Grating coupling offers relaxed alignment tolerance (5 m) and short coupling length (0.1 mm) making it manufacturing-friendly and widely supported by foundry PDKs. However its wavelength bandwidth is relatively narrow (20 nm) and channel pitch typically remains at [---] m"
X Link 2026-02-14T17:39Z [----] followers, [----] engagements
"A similar transformation is underway in the NAND Flash market. Following aggressive production cuts by major suppliers global NAND supply has tightened significantly. At the same time AI-driven demand for enterprise SSDsparticularly in data centers and AI training infrastructurehas surged. The combination of deliberate supply discipline and structural demand growth has pushed the NAND market into a sustained undersupply environment driving continued price recovery. Current trends suggest that above-trend growth in the memory market could persist through [----] supported by AI infrastructure"
X Link 2026-02-16T03:40Z [----] followers, [---] engagements
"Tensions are currently most pronounced between Qualcomm and Arm primarily around competition in custom CPU cores. Through its acquisition of Nuvia Qualcomm developed the Oryon CPU now deployed in Snapdragon X Elite and the latest smartphone SoCs. The strategic objective is clear: reduce reliance on Arms off-the-shelf Cortex designs and lower the substantial royalty burden. https://twitter.com/i/web/status/2023340808934735934 https://twitter.com/i/web/status/2023340808934735934"
X Link 2026-02-16T10:16Z [----] followers, [--] engagements
"Arm has responded with unusually aggressive legal action accusing Qualcomm of licensing violations and even threatening to revoke its architecture license. This signals a fundamental shift in Arms positioning. Rather than remaining a behind-the-scenes IP supplier Arm is seeking to reclaim control over high-performance CPU cores. If Arm moves further downstream by offering complete chips or more tightly integrated subsystems Qualcomms differentiation in Windows on Arm (AI PCs) and premium smartphones would be materially diluted. https://twitter.com/i/web/status/2023340855550156970"
X Link 2026-02-16T10:17Z [----] followers, [--] engagements
"NVIDIAs Blackwell Ultra GB300 NVL72 systems push a massive step-change in efficiencydelivering up to [--] higher performance per megawatt and even more critically around [--] lower cost per token compared with the Hopper platform. As energy becomes the dominant bottleneck for AI scaling performance per watt is no longer a nice-to-haveits the defining metric. At the same time lower cost per token doesnt just improve economics; it unlocks entirely new levels of AI usage. Efficiency is now the growth engine. This is exactly the direction the industry needs."
X Link 2026-02-17T03:23Z [----] followers, [---] engagements
"The evolution of Chinas Spring Festival Gala over the past [--] years is a microcosm of Chinas economic trends. 1980s Watches: an era of material scarcity 1990s Baijiu: the beginning of consumption upgrading 2000s Home appliances: the real estate dividend [----] WeChat Red Envelopes: the rise of mobile payments [----] E-commerce & livestreaming: full penetration of digital consumption and traffic monetization Today AI and robotics: capital betting on the future From consumption to real estate from the internet to humanoid AI. The Spring Festival Gala has always been a barometer of economic and"
X Link 2026-02-17T04:12Z [----] followers, [---] engagements
"Even if major CSPs are willing to lock in capacity at twice the current price memory makers still wont dare to sign long-term contractsbecause in just a few months prices are likely to rise by far more than [--]. https://open.substack.com/pub/tspasemiconductor/p/phison-electronics-memory-shortager=4hpdhj&utm_medium=ios https://open.substack.com/pub/tspasemiconductor/p/phison-electronics-memory-shortager=4hpdhj&utm_medium=ios"
X Link 2026-02-16T01:05Z [----] followers, [---] engagements
"Investment Focus Has Shifted from Recovery to Durability After a sharp rebound in both memory pricing and equity valuations the core investment question has evolved. The market is no longer debating whether the memory industry has recovered; instead attention has shifted to profit visibility sustainability and valuation differentiation. In this environment broad-based exposure to the memory sector is no longer optimal. The investment focus is increasingly selective favoring companies with: ♦ Specialized or niche DRAM portfolios ♦Strength in mature-node memory with structurally constrained"
X Link 2026-02-16T04:18Z [----] followers, [---] engagements
"At the supply-chain level value accrues disproportionately to segments closest to the compute bottleneck. High-end advanced packaging memory testing and enterprise-grade memory moduleswhere qualification barriers are high and demand is tightly linked to AI system deploymentare emerging as structurally advantaged positions. #SemiVision #Semiconducctor #AI #Insight #Market #SupplyChain"
X Link 2026-02-16T04:30Z [----] followers, [---] engagements
"Against this backdrop AI infrastructure stands out as the primary growth pillar. Global semiconductor revenue is forecast to grow by approximately 11.9% year-on-year in [----] a solid expansion but notably slower than the explosive growth seen over the past two years. AI serversafter experiencing an unprecedented surge driven by large-scale data center buildoutsare expected to continue growing but at a more measured pace as capacity digestion begins. https://twitter.com/i/web/status/2023612873209938230 https://twitter.com/i/web/status/2023612873209938230"
X Link 2026-02-17T04:18Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing