#  @Arronwei3n Dawei Dawei posts on X about ai, $avgo, $tsm, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1891302848862023680/interactions)  - [--] Week [-------] +58% - [--] Month [-------] +55% ### Mentions: [--] [#](/creator/twitter::1891302848862023680/posts_active)  - [--] Week [--] -49% - [--] Month [---] +26% ### Followers: [-----] [#](/creator/twitter::1891302848862023680/followers)  - [--] Week [-----] +6.30% - [--] Month [-----] +31% ### CreatorRank: [---------] [#](/creator/twitter::1891302848862023680/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [ai](/topic/ai), [$avgo](/topic/$avgo), [$tsm](/topic/$tsm), [$nvda](/topic/$nvda) #2546, [$googl](/topic/$googl), [business](/topic/business), [samsung](/topic/samsung), [strong](/topic/strong), [open ai](/topic/open-ai), [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@icnewer](/creator/undefined) [@jespabe](/creator/undefined) [@jukan05](/creator/undefined) [@autisticshark69](/creator/undefined) [@lucaspinker](/creator/undefined) [@ldloeb](/creator/undefined) [@canyoudugit8](/creator/undefined) [@xiaob123](/creator/undefined) [@mojoflyin](/creator/undefined) [@alexintel](/creator/undefined) [@zephyrz9](/creator/undefined) [@costav02](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@ansonchang514](/creator/undefined) [@grok](/creator/undefined) [@finkd](/creator/undefined) [@vivekmehtagyat](/creator/undefined) [@itsdanielwu](/creator/undefined) [@racetrack275](/creator/undefined) [@f28x5](/creator/undefined) **Top assets mentioned** [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [Metadium (META)](/topic/$meta) [Micron Technology, Inc. (MU)](/topic/$mu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Morgan Stanley (MS)](/topic/morgan-stanley) [Tesla, Inc. (TSLA)](/topic/tesla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Sandisk Corporation (SNDK)](/topic/$sndk) ### Top Social Posts Top posts by engagements in the last [--] hours "I vividly recall NTC (2408) 2Q earnings call back in July [--]. After hearing the strong 3Q and 4Q guidance I was incredibly hyped. (check below Leonardo my bro) and urged my colleague to go all in .(check second picture) The frustration the next day was just as intense. The stock dropped 7% (check third picture) and it was clear the market and the investment banks (check fourth picture) had completely missed the core thesis that NTC's revenue is driven by lagging contract prices from the previous quarter. [--] months later watching the consensus pivot so aggressively on the memory supercycle" [X Link](https://x.com/Arronwei3n/status/1990600242740560373) 2025-11-18T01:57Z [----] followers, 34.6K engagements "Morgan Stanley: For now we do not see any other US design service provider sharing T3 project production with Alchip. I am now more confident that there will be more noise and rumors towards upcoming TR4. Fubon Research: we strongly don't agree with these rumors. It is much closer and reasonable to my acknowledgement. https://t.co/I3djojn8pS Fubon Research: we strongly don't agree with these rumors. It is much closer and reasonable to my acknowledgement. https://t.co/I3djojn8pS" [X Link](https://x.com/Dawei2n/status/1990749450088968267) 2025-11-18T11:50Z [---] followers, [----] engagements "This is truly an amazing post I strongly recommended it. I have some background in SPV structuring from my time in Private Equity and I believe this strategy is perfectly clever and appropriate for financing massive AI data centers. And one of my close friend working for Investment Banking Private Credit Team has also seem booming Business. This trend is only going to accelerate. We will definitely see much more of this in the future. AI Infrastructure: A Bubble or a "Huddle to Buy Time" Deconstructing the Financial Structure Behind $3 Trillion Vincent Cheng-Wen Yu Nov [--] [----] When tech" [X Link](https://x.com/Arronwei3n/status/1990986194851889210) 2025-11-19T03:31Z [----] followers, 44.2K engagements "Read a great piece on Facebook that pretty much addresses all the "concerns" about $NVDA accounts receivable and inventory issues. The original author likely thinks $NVDA is committing fraud because he doesn't understand the back-end supply chain. P.S. Should consider taking intermediate accounting courses. (do also include Michael Burry and the journalist from The Information) _ Accounts receivable are skyrocketing; customers owe more and more money. Inventory is piling up like mountains; chips are essentially unsellable. To maintain growth the company is forcing products onto downstream" [X Link](https://x.com/Dawei2n/status/1992128114739335456) 2025-11-22T07:08Z [---] followers, [---] engagements "I think the pressure from rising memory prices will likely be neutralized by improving economic conditions in emerging markets which support mid-to-low-tier devices. Smartphone shipment should remain stable. Additionally Apples better-than-expected Q3 results serve as a positive signal confirming solid demand in the high-end sector and boosting overall market confidence. 🦧 price in [----] https://t.co/ROBytN45Cu 🦧 price in [----] https://t.co/ROBytN45Cu" [X Link](https://x.com/Dawei2n/status/1992135174876713225) 2025-11-22T07:36Z [---] followers, [---] engagements "Jitters over AI spending set to grow as US tech giants flood bond market NEW YORK Nov [--] (Reuters) - Investors are growing uneasy that the rapid rise in public debt to fund AI investments could strain the U.S. corporate bond market and eventually dampen the appeal of tech stocks even though leverage at most major companies remains low for now. Big tech firms are aggressively turning to debt markets to build AI-ready data centers a shift from their traditional reliance on cash. Since September four major hyperscalers have issued nearly $90 billion in public bonds: Alphabet $25 billion Meta $30" [X Link](https://x.com/Dawei2n/status/1992491408473870433) 2025-11-23T07:12Z [---] followers, [--] engagements ""Negativity comes mostly from the media; its influencing retail investors or people who are not dedicated tech analysts or investors." _ Nvidia Corp. (NVDA) F3Q follow-up with Investor Relations Stewart Stecker Investor Relations Investor feedback Callbacks have been positive; no signs in conversations that analysts or institutional investors are worried. Negativity comes mostly from the media; its influencing retail investors or people who are not dedicated tech analysts or investors. General concerns are AI bubble financing and circularity nonsense; these are not core topics in" [X Link](https://x.com/Dawei2n/status/1992496070119829631) 2025-11-23T07:30Z [---] followers, [---] engagements "Nvidias lion buy omission Nvidia beat the planet is saved. Away from the companys spectacular revenue growth you can sell the pickaxes and shovels before people find the gold Nvidia made an interesting presentational adjustment in its latest results. Singapore has been a sore spot lately. The Lion City grew to be the chipmakers second-biggest billing location last year. In its full-year results the company caveated the figures thus: Singapore represented 18% of fiscal year [----] total revenue based upon customer billing location. Customers use Singapore to centralize invoicing while our" [X Link](https://x.com/Dawei2n/status/1992590720474206339) 2025-11-23T13:47Z [---] followers, [---] engagements "With AI ASIC interposers growing in size interest in Intel's EMIB is rising. For $META 'Arke' project MediaTek is proposing an EMIB-based solution competing against $AVGO CoWoS proposal. We believe $MRVL is similarly exploring this advanced packaging technology for its future $MSFT Maia solutions. Intels EMIB Becomes an Alternative to TSMCs CoWoS Rumors Say Marvell and MediaTek Are Eager to Try Recently as TSMCs CoWoS advanced packaging capacity has become extremely tight only a handful of leading AI chip makers have the ability to lock in capacity on a large https://t.co/2ZP9JLkcUp Intels" [X Link](https://x.com/Arronwei3n/status/1992770029184815558) 2025-11-24T01:39Z [----] followers, 18.8K engagements "If you're still simplifying CXMT as "DRAM only" and YMTC as "NAND only" you're missing the entire picture (you're not getting it). You cannot apply standard Western business norms to Chinese state-backed tech. My contacts told me that both companies are actively developing both DRAM and NAND simultaneously. They are also developing a complete memory portfolio that can compete with Western rivals. Nikkei) Chinese Semiconductor Memory Surpasses 10% Global Market Share. Tech Catch-up Driven by Division The presence of China in the memory sector used for data storage is growing. In the long-term" [X Link](https://x.com/Dawei2n/status/1992773030666547656) 2025-11-24T01:51Z [---] followers, [----] engagements "Is the $AAPL foldable phone still slated for release in 2H26 or is it being delayed to [----] _ Apples "Crease-Free" Foldable iPhone Adds Key Selling Point Supply chain reports indicate a breakthrough in Apple's development of a foldable iPhone. The company has reportedly resolved the crease issuethe most criticized aspect of non-Apple foldable devicesachieving a "crease-free design." It is set to become the market's first truly crease-free foldable phone adding a major selling point for the new model's launch next year. It is understood that Hon Hai (Foxconn) Group (2317) has already" [X Link](https://x.com/Dawei2n/status/1992779834460917841) 2025-11-24T02:18Z [---] followers, [---] engagements "For $AAPL there will be two chips: Baltra Complex architecture. $AVGO will handle the I/O die while $AAPL handles the compute die. This chip will be inference-focused. Server CPU Meaningful shipments will not begin until [----]. Baltra is Broadcom and they are missing xAI's ASIC (also Broadcom) Marvell might lose Maia [---] Baltra is Broadcom and they are missing xAI's ASIC (also Broadcom) Marvell might lose Maia 300" [X Link](https://x.com/Arronwei3n/status/1993149634009837761) 2025-11-25T02:47Z [----] followers, [----] engagements "$NVDA We can all agree that NVIDIA products remain the gold standard for performance today but there is no denying the elephant in the room: the price is too high. We cannot expect CSPs to sustain this level of expenditure indefinitely. I believe the total computing TAM will undeniably grow but CSPs will rely more and more on their own ASICs. GPUs will serve a distinct role in the enterprise market which lacks the technical resources or budget to build custom chips due to the high entry barrier. _ Nvidia says its GPUs are a generation ahead of Googles AI chips Nvidia said on Tuesday its tech" [X Link](https://x.com/Arronwei3n/status/1993518042660454867) 2025-11-26T03:11Z [----] followers, [---] engagements "$AAPL Apple iPhone shipments to beat Samsung for the first time in [--] years report says Apple is set to ship more smartphones than Samsung in [----] the first time it will have done so in [--] years Counterpoint Research said in a note on Wednesday. Apple will ship around [---] million iPhone units this year versus [---] million shipments from Samsung Counterpoint told CNBC. Apple is likely to end up with a 19.4% share of the global smartphone market while Samsungs share will be 18.7%. Shipments refer to the number of devices vendors ship to retail channels and do not directly equal sales. However" [X Link](https://x.com/Arronwei3n/status/1993856705420251606) 2025-11-27T01:37Z [----] followers, [---] engagements "$INTC $TSM I recently discussed the news regarding Mr. Lo's move to Intel with my supervisor. My initial assessment was that $TSM's internal controls would mitigate the risk and that a single executive no matter how experienced would have limited influence on $INTC's overall trajectory. However my supervisor raised a countered to me: what if Mr. Lo were to bring a core group of engineers with him _ Intel Announces Full Support for Ex-TSMC Executive in Upcoming Lawsuit as CEO Lip-Bu Tan Says Theres No Merit to Technology Transfer Allegations Intel has responded to TSMCs lawsuit against former" [X Link](https://x.com/Arronwei3n/status/1993868249034051724) 2025-11-27T02:23Z [---] followers, [---] engagements "My checks confirm a different reality than street rumors: SK Hynix Samsung and Micron (yes Micron) are all on schedule for HBM4. Samsung is catching up fast. On pricing SK Hynix is only 3% more expensive than Samsung with Samsung and Micron priced similarly. I am confident in my contacts (who have strong connections with the memory companies) the recent speculation that SK Hynix is struggling with HBM4 is therefore somewhat surprising. Funny thing is Samsung is playing a split game: fighting a price war on HBM3e but a performance war on HBM4. By leaping to the 1c node for HBM4 (while SK Hynix" [X Link](https://x.com/Arronwei3n/status/1994217211423244710) 2025-11-28T01:30Z [----] followers, 11.1K engagements "Please note that this post was not made in bad faith. I was skeptical (please check my previous posts) when I first saw AYZs post about $AVGO role in the TR supply chain. Then Morgan Stanley and Fubon Research denied the rumors which initially reaffirmed my view that AYZ was wrong this time. However an analyst from Nomura (one of the best semiconductor analysts in my view) also mentioned seeing $AVGO involvement. This made me want to dig deeper and my contact just shared the latest developments. Of course my contact could be wrongit might just be a pilot run or something else (perhaps" [X Link](https://x.com/Arronwei3n/status/1994393982944546966) 2025-11-28T13:12Z [----] followers, [----] engagements "The first phase of the deal covers 400k TPUv7 Ironwoods worth $10 billion in finished racks that Broadcom will sell directly to Anthropic. TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you save Next Generation TPUv8AX and TPUv8X versus Vera Rubin All the 3D Torus Cube Diagrams you could https://t.co/tNaVY8mdbS TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you" [X Link](https://x.com/Arronwei3n/status/1994437262508007638) 2025-11-28T16:04Z [----] followers, 11.4K engagements "No one needs to put in the hard work; you just have to say the word. One of China's top tech influencers MediaStorm just released its latest video discussing the creator and AI dilemma. Strongly recommended. "The train shot just now was actually generated by a model from early [----]. What about now Did you notice These are all fake. This is fake. This is fake. This is also fake. They're all fake. It's all AI-generated. Even I am fake. Hey how about swapping the background to the Grand Canyon We're just kidding everyonehow could it be fake It's just that I'm not Tim; I can be anything. I am" [X Link](https://x.com/Arronwei3n/status/1994668932381462796) 2025-11-29T07:25Z [----] followers, 238.7K engagements "Right thats why $NVDA is squeezing the vendors margins right now. (rail cooling rack assembely etc) Dylan is being tongue-in-cheek but hes not wrong. Nvidia was extremely dominant for the last [--] years New competitors will cause a reduction in market share and margin compression (but TAM is big so revenue/profits won't go down) 75% GM is just unsustainable Hyperscalers will https://t.co/PKD3aJbnaN Dylan is being tongue-in-cheek but hes not wrong. Nvidia was extremely dominant for the last [--] years New competitors will cause a reduction in market share and margin compression (but TAM is big so" [X Link](https://x.com/Arronwei3n/status/1994700856848257047) 2025-11-29T09:31Z [----] followers, [----] engagements "TPU Internal Forecast _ Q: Regarding the shipment outlook for V8 in the year after next has the customer provided any forecast guidance A: Based on our understanding Google's internal forecast for the year after next is [--] million units but we believe actual shipments will not reach this figure. If shipments to Google reach [---] million units in [----] that would be an excellent result. In a best-case scenario it might reach [--] million. The [--] million figure is merely Google's target; realistically it is difficult to achieve. From our side we heard directly from Google the TPU it inquires went 2.5" [X Link](https://x.com/Arronwei3n/status/1995304498148057286) 2025-12-01T01:30Z [----] followers, 80.2K engagements "@TShirtnJeans2 I think SemiAnalysis just published a report [--] days ago about the Anthropic allocation details and you have to factor in "potential" deals with Meta" [X Link](https://x.com/Arronwei3n/status/1995311349266829769) 2025-12-01T01:57Z [----] followers, [---] engagements "Even after its steep price drop the companys stock trades at [---] times forward earnings. "Jefferies analysts called Palantirs valuation extreme and argued investors would find better risk-reward in AI names such as Microsoft and Snowflake. Analysts at RBC Capital Markets raised concerns about the companys increasingly concentrated growth profile while Deutsche Bank called the valuation very difficult to wrap our heads around." Palantir has worst month in two years as AI stocks selloff https://t.co/lzobjUi9S7 Palantir has worst month in two years as AI stocks selloff https://t.co/lzobjUi9S7" [X Link](https://x.com/Arronwei3n/status/1995323644382531899) 2025-12-01T02:46Z [----] followers, [----] engagements "With more people using their Thanksgiving weekend idle time to say make AI videos of cats as angry service industry cashiers.😂 _ Sora and Google's Nano Banana Pro Are Slammed So They've Scaled Back Free Videos and Images Maybe it's because of the holiday weekend. OpenAI's video generator Sora and Google's image generator nano banana pro are placing new limits on how many videos (in the case of Sora) and AI images (in the case of nano banana pro) you can make per day. With more people using their Thanksgiving weekend idle time to say make AI videos of cats as angry service industry cashiers" [X Link](https://x.com/Arronwei3n/status/1995329710470103382) 2025-12-01T03:10Z [----] followers, [---] engagements "https://tech.yahoo.com/ai/articles/sora-googles-nano-banana-pro-173000567.html https://tech.yahoo.com/ai/articles/sora-googles-nano-banana-pro-173000567.html" [X Link](https://x.com/Arronwei3n/status/1995329777394385255) 2025-12-01T03:11Z [----] followers, [---] engagements "NVIDIA: CoWoS-L demand upgraded from [------] to [------] wafers; B40 downgraded to [--] million units. Broadcom: CoWoS-S up from [------] to [------] wafers; CoWoS-L reduced by [-----] wafers due to Meta ASIC design changes but overall from [------] to [------] wafers. MediaTek: CoWoS-S wafers up from [-----] to [-----]. Good Morning 12/2 Foreign Media Summary - AI Supply Chain Tracking Report: US Firms Upgrade TSMC's CoWoS & 3nm Capacity Estimates US investment banks based on recent channel checks have upgraded CoWoS capacity estimates again. Previously raised by 20-30% for next year now Good Morning 12/2" [X Link](https://x.com/Arronwei3n/status/1995667324213625192) 2025-12-02T01:32Z [----] followers, [----] engagements "MS: Are Broadcom and Marvell (both covered by Joe Moore) getting involved in Trainium3 production The short answer is yes. IYKYK Just in: I'm not sure if I can share this but it seems that $AVGO did break into Trainium [--] back-end by proposing an Intel-EMIB solution and will gain share from Alchip and $MRVL (should be proportionally decreased). One more thing: $AVGO is also very "active" in Trainium [--]. Just in: I'm not sure if I can share this but it seems that $AVGO did break into Trainium [--] back-end by proposing an Intel-EMIB solution and will gain share from Alchip and $MRVL (should be" [X Link](https://x.com/Arronwei3n/status/1995675774008131778) 2025-12-02T02:05Z [----] followers, [---] engagements "Both Samsung(aggressive) and SK Hynix are upgrading their [----] HBM sales plans. Samsung is scheduled to run its HBM4 qualification tests this week. If the results come back positive theyll immediately move into full-scale mass production. https://t.co/qHHImT0ssy Samsung is scheduled to run its HBM4 qualification tests this week. If the results come back positive theyll immediately move into full-scale mass production. https://t.co/qHHImT0ssy" [X Link](https://x.com/Arronwei3n/status/1995680335821205893) 2025-12-02T02:24Z [----] followers, 13.1K engagements "AlphaFold really confirmed the underlying principle and the vision that if we are developing this technology this artificial intelligence what is the most meaningful thing humanity can use that thing for And I think science is the perfect use case for AI. I wont say its the only use case but it is definitely the most compelling use case. AGI. Soon enough. https://t.co/cTMG3n2d9A AGI. Soon enough. https://t.co/cTMG3n2d9A" [X Link](https://x.com/Arronwei3n/status/1995703614757863670) 2025-12-02T03:56Z [----] followers, [---] engagements "https://fortune.com/2025/11/28/google-deepmind-alphafold-science-ai-killer-app/ https://fortune.com/2025/11/28/google-deepmind-alphafold-science-ai-killer-app/" [X Link](https://x.com/Arronwei3n/status/1995703683800261069) 2025-12-02T03:56Z [----] followers, [---] engagements "Selling $NVDA to bet on OpenAi _ SoftBanks Son Cried About Nvidia Stake Sale to Fund AI Bets (Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said he wouldnt have sold off Nvidia Corp. shares if his company had unlimited money to bankroll its next investments in artificial intelligence which include a big bet on OpenAI. Son addressing for the first time the surprise November disclosure that SoftBank had unloaded its entire stake in the worlds most valuable company also slammed talk of an AI investment bubble. The Japanese company simply needed to raise capital to fund projects" [X Link](https://x.com/Arronwei3n/status/1995711676403118120) 2025-12-02T04:28Z [----] followers, [---] engagements "BofA on $AVGO: TPU may match GB300 but likely not Vera Rubin. As shown in Exhibit [--] TPUv7 is more power-efficient than NVIDIAs GB300 for workloads it is optimized for such as pre-training and FP8 LLM training (5.42 TFLOPs/W for TPU vs. [----] TFLOPs/W for GB300). TCO can be up to 40% lower for FP8 though up to 45% higher for FP4/NVFP4. While this highlights TPU competitiveness real-world performance may vary significantly due to workload type ecosystem/model support and software optimization. Moreover NVIDIAs Vera Rubin (2H26) with HBM4 new Kyber racks and architectural upgrades could deliver" [X Link](https://x.com/Arronwei3n/status/1996025960542683393) 2025-12-03T01:17Z [----] followers, 53.5K engagements "Any thoughts @hhuang And the story will go back to why Google is adopting a dual-vendor sourcing model right now: to reduce reliance on $AVGO. Therefore Google must retain the ASIC that is wholly designed by itself. @hhuang And the story will go back to why Google is adopting a dual-vendor sourcing model right now: to reduce reliance on $AVGO. Therefore Google must retain the ASIC that is wholly designed by itself" [X Link](https://x.com/Arronwei3n/status/1996029989834420382) 2025-12-03T01:33Z [----] followers, [----] engagements "@techvisionasia Nothing new but it set the tone" [X Link](https://x.com/Arronwei3n/status/1996030462029169089) 2025-12-03T01:35Z [----] followers, [---] engagements ""Theres a catch: Amazons chips lack the deep software libraries that help customers get Nvidias graphics processing units up and running fast. Bedrock Robotics a company that uses artificial intelligence models to enable construction equipment to operate autonomously runs its infrastructure on AWS servers. But when it comes to building models to help guide an excavator Bedrock uses Nvidia chips according to Chief Technology Officer Kevin Peterson."" [X Link](https://x.com/Arronwei3n/status/1996035684789006346) 2025-12-03T01:56Z [----] followers, [----] engagements "Didn't see it coming 😅 _ Samsung launches its first multi-folding phone as competition from Chinese brands intensifies Samsung Electronics on Monday announced the launch of its first multi-folding smartphone as it races to keep pace with innovations from fast-moving rivals. The long-anticipated Galaxy Z TriFold will go on sale in South Korea on Dec. [--] with launches to follow in other markets including China Taiwan Singapore and the United Arab Emirates the company said in a press release. The phone will be available in the U.S. during the first quarter of [----] with more details to be shared" [X Link](https://x.com/Arronwei3n/status/1996051086734753970) 2025-12-03T02:57Z [----] followers, [---] engagements "https://www.cnbc.com/2025/12/02/samsung-galaxy-z-trifold-first-multi-folding-phone-smartphone-competition-chinese-brands-huawei-apple.html https://www.cnbc.com/2025/12/02/samsung-galaxy-z-trifold-first-multi-folding-phone-smartphone-competition-chinese-brands-huawei-apple.html" [X Link](https://x.com/Arronwei3n/status/1996051143928283283) 2025-12-03T02:57Z [----] followers, [---] engagements "Stop right there. That's why you cannot only count CoWoS-S capacity from $TSM. 😃 Hint: Think about why Interposer Business from PSMC is growing. Fubon: Sell-side forecasts for [----] TPU production are far too optimistic whereas the projections for [----] are reasonable. According to Fubon Research analysts Sheman Shang and Vincent Cho the optimistic forecast of producing [--] million TPUs in [----] is facing significant Fubon: Sell-side forecasts for [----] TPU production are far too optimistic whereas the projections for [----] are reasonable. According to Fubon Research analysts Sheman Shang and" [X Link](https://x.com/Arronwei3n/status/1996185054578639349) 2025-12-03T11:49Z [----] followers, 15.3K engagements "Hint [--] : TSMC will not expand CoWoS-S but only CoWoS-L in the future. $AVGO must find alternatives" [X Link](https://x.com/Arronwei3n/status/1996190083075232243) 2025-12-03T12:09Z [----] followers, [---] engagements "Google Nvidia and OpenAI from Stratechery "Blackwell margins are doing just fine I should note as they should be in a world where everyone is starved for compute. Indeed that may make this entire debate somewhat pointless: implicit in the assumption that TPUs might take share from GPUs is that for one to win the other must lose; the real decision maker may be $TSM which makes both chips and is positioned to be the real brake on the AI bubble."" [X Link](https://x.com/Arronwei3n/status/1996214518469570584) 2025-12-03T13:46Z [----] followers, [----] engagements "1. The True Moat: Consumer Aggregation Strength: OpenAI's core moat is its massive consumer market powerover [---] million weekly ChatGPT users. Aggregation Theory: Controlling demand (users) trumps everything else. Changing the habits of hundreds of millions of consumers is an individual long-term battle unlike a corporate decree to switch hardware. API Market: The developer API market is also sticky as developers hesitate to switch the foundational model underpinning their product but API costs (where Google has a structural advantage) will increasingly matter" [X Link](https://x.com/Arronwei3n/status/1996216104428208129) 2025-12-03T13:53Z [----] followers, [---] engagements "2. The Fatal Flaw: Refusal to Adopt Advertising OpenAI's refusal to launch and iterate on an advertising product for ChatGPT is a dereliction of business duty especially given its trillion-dollar compute commitments" [X Link](https://x.com/Arronwei3n/status/1996216438521254185) 2025-12-03T13:54Z [----] followers, [---] engagements "1. The CUDA Challenge (The Software Moat) Vulnerability: The CUDA developer ecosystem creates lock-in but a handful of highly concentrated hyperscaler customers have the resources to build alternative software stacks and become hardware-agnostic. Analogy: This mirrors AMDs rise in the data center where large hyperscalers rewrote low-level software to be agnostic between Intel and AMD letting performance and cost prevail. Incentive: Massive capital expenditure plans (hundreds of billions of dollars) create strong incentives to find cheaper alternatives to NVIDIA fueling efforts to break the" [X Link](https://x.com/Arronwei3n/status/1996218203211518093) 2025-12-03T14:01Z [----] followers, [---] engagements "$NVDA And that non-profit company is named OpenAI.🔥 _ Jensen Huang: .By [----] I had I had built this computer called the DGX1. I announced it at GTC and at one of our annual annual events and I described this deep learning thing computer vision thing and this computer called DJX1. The audience was like completely silent. They had no idea what I was talking about. And I was lucky because I I had known Elon. And when I announced this thing nobody in the world wanted it. I had no purchase orders. Not not one. Nobody wanted to buy it. Nobody wanted to be part of it except for Elon. :He goes 'You" [X Link](https://x.com/Arronwei3n/status/1996402638397866113) 2025-12-04T02:14Z [----] followers, [---] engagements "Dawn of Russia-Ukraine Ceasefire Emerges; BDI Soars to 2-Year High; Bulk Shipping Stocks All Set Sail and Surge U.S. President Trump recently stated that Russian President Putin expressed a willingness to end the Russia-Ukraine war during their talks. Russia has also indicated it accepts parts of the U.S. proposal and is ready to continue meetings with the U.S. negotiating team. As hopes for a Russia-Ukraine ceasefire strengthen and with massive post-war reconstruction business opportunities on the horizon the Baltic Dry Index (BDI) latest quote has rushed to a new high since early December" [X Link](https://x.com/Arronwei3n/status/1996405715842510874) 2025-12-04T02:26Z [----] followers, [---] engagements "Nvidia CEO Jensen Huang talks chip restrictions with Trump blasts state-by-state AI regulations $NVDA CEO Jensen Huang met with President Donald Trump on Wednesday and discussed chip export restrictions as lawmakers consider limiting exports of advanced AI chips to countries like China. Ive said repeatedly that we support export controls and that American companies should have the best the most and the first Huang told reporters on Capitol Hill. Lawmakers had considered including the Guaranteeing Access and Innovation for National Artificial Intelligence Act in the National Defense" [X Link](https://x.com/Arronwei3n/status/1996413034496213130) 2025-12-04T02:55Z [----] followers, [---] engagements "https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html" [X Link](https://x.com/Arronwei3n/status/1996413128050085906) 2025-12-04T02:55Z [----] followers, [---] engagements "AI investment M&A poised to increase corporate financing needs next year NEW YORK Dec [--] (Reuters) - Big tech companies' investments in artificial intelligence and busier M&A activity will raise debt issuance by investment-grade companies next year bank executives said on Wednesday at the Reuters NEXT conference in New York. The funding needs of the top five U.S. technology firms could reach almost $100 billion in [----] said Meghan Graper global head of debt capital markets at Barclays. Big tech firms are turning aggressively to debt markets to build AI-ready data centers a shift for Silicon" [X Link](https://x.com/Arronwei3n/status/1996419726449205538) 2025-12-04T03:22Z [----] followers, [---] engagements "Now $NVDA is also the World Bank of AI.😆 $5B into $INTC $1B in Nokia $2B in $SNPS $10B to Anthropic that's $18 billion in commitments across those four deals excluding smaller VC investments. This doesn't even include the $100 billion commitment to buy OpenAI shares over several years (though no definitive agreement is pending). It looks more like deploying a capital firewall. _ Nvidia has a cash problem -- too much of it When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys it was just the latest in a string of massive investments announced by the" [X Link](https://x.com/Arronwei3n/status/1996575261597516196) 2025-12-04T13:40Z [----] followers, [----] engagements "Nice Piece _ How $CLS Became Googles Secret Weapon Beyond Taiwans Supply Chain by Tech Taiwan (1) The swagger of that remark reminded me of what Musk said at $TSLA shareholder meeting last month: All I think about now is chips. He also said at the time that chips were simply too scarce so he was evaluating the construction of a Tera Fab even larger than $TSM Giga Fabpossibly a complex of ten fabs that would ultimately reach a monthly capacity of [--] million wafers. Most people in Taiwans semiconductor industry consider this a joke. But the aforementioned packaging-plant plan suggests that Musk" [X Link](https://x.com/Arronwei3n/status/1996593439337808174) 2025-12-04T14:52Z [----] followers, [----] engagements "$CLS is beating Taiwan at its own game 200G Switch Market Share: $CLS 41% vs. Accton 11%. Revenue: $7B in connectivity alone (3x Acctons size). $GOOG for TPU clusters and 1.6T liquid-cooled switching. _ How $CLS Became Googles Secret Weapon Beyond Taiwans Supply Chain by Tech Taiwan (2) Back to American manufacturing. As a child I lived briefly in Greeley Colorado. A veteran HP executive mentioned Rick Tsai (former MediaTek CEO ex-TSMC) once lived nearby in Fort Collins a major HP hub. HPs semiconductor division became Avago (now Broadcom); another factory was sold to Canadian EMS firm" [X Link](https://x.com/Arronwei3n/status/1996595426934591896) 2025-12-04T15:00Z [----] followers, [----] engagements "Samsung "finally" passed $NVDA HBM3e qualification and raised internal [----] HBM forecasts. Now they are converting 40% of HBM capacity back to DDR5 Doesn't seem right from my view. _ Samsung Electronics is reducing HBM3E production converting about 40% to universal DRAM. Samsung Electronics plans to significantly cut 10nm-class 4th-generation (1a) DRAM-based HBM3E production capacity. To maximize profitability next year it will shift focus to general-purpose DRAM which has higher margins than HBM3E. Despite redesign efforts 1a DRAM is underutilized and will see reduced priority. An industry" [X Link](https://x.com/Arronwei3n/status/1996767997617434632) 2025-12-05T02:26Z [----] followers, [----] engagements "Sam also need to make some dishes to poach talents. 👨🍳👍➡🧑💻🧑🏼💻 someone get him on [--] questions with Vogue please https://t.co/QU76tctOXQ someone get him on [--] questions with Vogue please https://t.co/QU76tctOXQ" [X Link](https://x.com/Arronwei3n/status/1996788249059324401) 2025-12-05T03:46Z [----] followers, [---] engagements "https://fortune.com/2025/12/03/mark-zuckerberg-hand-delivering-soup-poach-talent-openai-sam-altman/ https://fortune.com/2025/12/03/mark-zuckerberg-hand-delivering-soup-poach-talent-openai-sam-altman/" [X Link](https://x.com/Arronwei3n/status/1996788469805552128) 2025-12-05T03:47Z [----] followers, [---] engagements "@ansonchang514 I think NVlink is for Scale up not Scale out" [X Link](https://x.com/Arronwei3n/status/1996827507312746702) 2025-12-05T06:22Z [----] followers, [--] engagements "If you were the Chinese government would you allow $NVDA to dominate your market with products that are explicitly defined as "inferior"lagging 3-4 generations behind Bernstein: We do not expect NVIDIA to resume sales in China amid the ongoing backdoor investigation as a result local players are expected to capture 90% of the market share by [----]. https://t.co/PZJFyUhQ2q Bernstein: We do not expect NVIDIA to resume sales in China amid the ongoing backdoor investigation as a result local players are expected to capture 90% of the market share by [----]. https://t.co/PZJFyUhQ2q" [X Link](https://x.com/Arronwei3n/status/1996835591020044546) 2025-12-05T06:54Z [----] followers, [----] engagements "@GARRlS0N Prefer the latter. Same dynamic as AI compute: huge TAM overall but AI ASICs will outpace AI GPUs in growth rate" [X Link](https://x.com/Arronwei3n/status/1996838899256295699) 2025-12-05T07:07Z [----] followers, [--] engagements "@ansonchang514 That assumes AWS buys the "Full Nvidia Stack."" [X Link](https://x.com/Arronwei3n/status/1996848499095490985) 2025-12-05T07:45Z [----] followers, [--] engagements "JPM: MediaTek has proposed using Intel EMIB for 2nm-based TPUs (v8e) or the Meta "Arke" 2nm ASIC project. Depending on whether these are awarded ramping could start in [----]. GF Securities: we expect TPU v8e to adopt EMIB-T in [----]. IYKYK maybe more to come. https://t.co/pBXni2XtxD GF Securities: we expect TPU v8e to adopt EMIB-T in [----]. IYKYK maybe more to come. https://t.co/pBXni2XtxD" [X Link](https://x.com/Arronwei3n/status/1996922443328639395) 2025-12-05T12:39Z [----] followers, [----] engagements "I was not aware of this report. Turns out my contact is accurate. CoPoS is coming stay tuned _ JPM: Panel-level / CoPoS $TSM in the drivers seat ASE and PTIs progress uncertain. Panel-level pilot lines at Visera. We believe TSMC should complete its engineering/pilot line for 310x310mm panel-level packaging (CoPoS) by early [----] with more concrete adoption timeline decisions in 2H26. NVDA is likely the first customer to adopt CoPoS in [----] (with Feynman) assuming technology maturity and manufacturing hurdles are overcome. Equipment vendors should start receiving CoPoS capacity buildout orders" [X Link](https://x.com/Arronwei3n/status/1996925104547389743) 2025-12-05T12:50Z [----] followers, 53.3K engagements "Is $MSFT Griffin endangered too If Maia 300(Griffin) face any delayed issues I am inclined to believe $MSFT will buy more $NVDA GPUs rather then putting resources in ASICs instead. The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom. https://t.co/1pPgfl5dKl The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom. https://t.co/1pPgfl5dKl" [X Link](https://x.com/Arronwei3n/status/1997181484126687742) 2025-12-06T05:49Z [----] followers, [----] engagements "Quick question: If $TSM CoPoS is on track to MP in [----] or EMIB fall short of expectations will those ASICs proposal to $INTC EMIB be switch back to $TSM CoPoS I will keep monitoring the dynamics.👀 I was not aware of this report. Turns out my contact is accurate. CoPoS is coming stay tuned _ JPM: Panel-level / CoPoS $TSM in the drivers seat ASE and PTIs progress uncertain. Panel-level pilot lines at Visera. We believe TSMC should complete its engineering/pilot I was not aware of this report. Turns out my contact is accurate. CoPoS is coming stay tuned _ JPM: Panel-level / CoPoS $TSM in the" [X Link](https://x.com/Arronwei3n/status/1997237858210631874) 2025-12-06T09:33Z [----] followers, 28.7K engagements "Has anyone heard of the Bladerunner Project an ASIC project from $AVGO" [X Link](https://x.com/Arronwei3n/status/1997814494387654923) 2025-12-07T23:44Z [----] followers, [----] engagements "@CookieAvgo Front End $AVGO back end $GUC" [X Link](https://x.com/Arronwei3n/status/1997831195535802844) 2025-12-08T00:50Z [----] followers, [---] engagements "$NVDA Vera/Grace $GOOG Axion $AMZN Graviton $MSFT Cobalt. More to come unstoppable. "Microsoft's in-house designed 3nm Cobalt [---] CPU is set to replace AMD and Intel's x86 CPUs on a large scale within its own data centers." This reminds me of a recent sell-side report I read which noted that Amazon is also replacing x86 CPUs with its custom-designed ARM CPUs https://t.co/gIcun0ihRN "Microsoft's in-house designed 3nm Cobalt [---] CPU is set to replace AMD and Intel's x86 CPUs on a large scale within its own data centers." This reminds me of a recent sell-side report I read which noted that" [X Link](https://x.com/Arronwei3n/status/1997840984370205008) 2025-12-08T01:29Z [----] followers, [----] engagements "Not great but $AAPL stock is somehow performing very well. What happened Are we missing something be senior AI engineer watching the apocalypse unfold head of machine learning ejects to "advisory role" (ghosting with vesting) design chief gets meta'd takes our interface bible with him legal head and policy czar retire on same day consolidate san diego AI hub: [---] people https://t.co/vSjHKsKsZL be senior AI engineer watching the apocalypse unfold head of machine learning ejects to "advisory role" (ghosting with vesting) design chief gets meta'd takes our interface bible with him legal head and" [X Link](https://x.com/Arronwei3n/status/1997844459342709195) 2025-12-08T01:43Z [----] followers, 21.9K engagements ""TSMC will not expand CoWoS-S but only CoWoS-L in the future. $AVGO must find alternatives." Rumor: TSMC is facing a massive surge in orders for CoWoS advanced semiconductor packaging even as CoWoS-L and CoWoS-S remain fully booked media report with orders mainly for AI chips from Nvidia Google Amazon and MediaTek. TSMC has turned to outsourcing CoWoS production to Rumor: TSMC is facing a massive surge in orders for CoWoS advanced semiconductor packaging even as CoWoS-L and CoWoS-S remain fully booked media report with orders mainly for AI chips from Nvidia Google Amazon and MediaTek. TSMC" [X Link](https://x.com/Arronwei3n/status/1997860145016258908) 2025-12-08T02:45Z [----] followers, 20.1K engagements "@TShirtnJeans2 The first thing you have to understand is that it is $TSM not $NVDA that allocates CoWoS capacity to each client and they know the market better than anyone. ( $NVDA always overbooks and $TSM will decide the amount it granted to $NVDA )" [X Link](https://x.com/Arronwei3n/status/1998201476930470251) 2025-12-09T01:22Z [----] followers, [--] engagements "And this story ties back to the question I raised a few days ago: If you were the Chinese government would you allow $NVDA to dominate your market with products explicitly defined as "inferior" To be honest I think the Chinese government will accept this deal despite pushing its own GPUs. However the reality is: where is the CoWoS-S capacity Its so full that I dont think $TSM will be able to take any new orders so the production should go to second-tier packaging vendors. _ Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut; Xi responds positively President Donald Trump" [X Link](https://x.com/Arronwei3n/status/1998204223343988867) 2025-12-09T01:33Z [----] followers, 11.3K engagements "From my recent supply chain check $AVGO will secure 230K CoWoS wafers from $TSM (in line with my earlier forecast check the comment). I respectfully disagree with Fubon Researchs lower estimate. I believe 3.8M TPU units in [----] is highly achievable. Of the 230K 3040K will go to merchant networking (Tomahawk/Jericho) leaving 190200K for TPU 3M units plus 0.4M units from $MTK v7e (see pinned post) plus additional non-TSM CoWoS supply. This puts 3.8M well within reach. The 3.8M target is realistic if second-source packaging capacity scales reliably in [----] thats the main debate. Happy to hear" [X Link](https://x.com/Arronwei3n/status/1998211466927935893) 2025-12-09T02:01Z [----] followers, [----] engagements "Feel bad for $MRVL JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the 20% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the 20% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say" [X Link](https://x.com/Arronwei3n/status/1998346719759888889) 2025-12-09T10:59Z [----] followers, [----] engagements "GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its [----] Rubin Ultra architecture. _ NVIDIAs scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP report on Oct [--] and our series of AI networking reports Google will interconnect over [----] chips via OCS for its TPU v7 exceeding the [---] dies NVIDIA is projected to deploy in [----]. We expect NVIDIA may have begun considering CPO introduction starting with Rubin Ultra in 2H27 specifically for scale-up interconnect within the 576-die architecture. Within this" [X Link](https://x.com/Arronwei3n/status/1998570417624322397) 2025-12-10T01:48Z [----] followers, 90.7K engagements "$MRVL Memory Disaggregation is coming" [X Link](https://x.com/Arronwei3n/status/1998575075411505254) 2025-12-10T02:06Z [----] followers, [----] engagements "While this move reopens the door for U.S. revenue the strategic train has already left the station Neil Shah partner at Counterpoint Research told CNBC on Tuesday. Huang said in a Bloomberg interview in May that Chinese tech giant Huaweis semiconductor products for AI are probably comparable to Nvidias H200. Alibaba and Baidu as well as other Chinese startups are also racing to bring competitive products to Nvidia to the market." _ Nvidia can sell the more advanced H200 AI chip to China but will Beijing want them Nvidia has U.S. government approval to sell its advanced H200 AI chips to China." [X Link](https://x.com/Arronwei3n/status/1998579588520448074) 2025-12-10T02:24Z [----] followers, [----] engagements "@AGT199 @grok lol. From GF: LITE (CW laser) Sumitomo (CW laser) and Browave (shuffle). We also believe China local FAU makers will lead and expect optical module/shuffle suppliers to benefit" [X Link](https://x.com/Arronwei3n/status/1998593840803098924) 2025-12-10T03:21Z [----] followers, [----] engagements "From my check $TSM original Capex for [----] was $46 billion but it will increase to above $50 billion (not $48 billion as MS expected). Let's see _ - [----] TSMC: Strong Monthly Revenue The 4Q revenue QTD has achieved 70% of the US brokerage's estimate better than expected. The brokerage expects 4Q revenue to fall at the upper end of guidance and due to the depreciation of the Taiwan dollar believes the gross margin will also perform better than expected. Apple's smartphone sales exceeding expectations combined with full AI demand have kept N3 and N5/4 capacity utilization rates above 100%." [X Link](https://x.com/Arronwei3n/status/1998928785304154256) 2025-12-11T01:32Z [----] followers, [----] engagements "If only you had listened to me PCB would only be thicker. There is no going back; the trend won't stop. PCB is going to become much thicker in the future (a trend that won't reverse). so Let's go Drill. _ Topoint (8021) Exploding Demand & Global Shortage: As layer counts for AI servers/switches increase and aperture sizes shrink drill bit lifespan has dropped from [----] hits https://t.co/Gl7OZtBMJW PCB is going to become much thicker in the future (a trend that won't reverse). so Let's go Drill. _ Topoint (8021) Exploding Demand & Global Shortage: As layer counts for AI servers/switches" [X Link](https://x.com/Arronwei3n/status/1998931156063162831) 2025-12-11T01:41Z [----] followers, [----] engagements "wow According to Reuters Chinese companies are showing strong interest in NVIDIAs H200 because it outperforms any domestically produced chip. https://t.co/9UtuTlmHSw According to Reuters Chinese companies are showing strong interest in NVIDIAs H200 because it outperforms any domestically produced chip. https://t.co/9UtuTlmHSw" [X Link](https://x.com/Arronwei3n/status/1998931881606480074) 2025-12-11T01:44Z [----] followers, [----] engagements ""The product referred to as "10th generation" NAND Flash will see its memory cell stacking increase from the current 8th generation's [---] layers to [---] layers." _ Kioxia Reported to Produce 10th Gen NAND Flash Next Year; Sandisk Shares Surge Japanese NAND Flash giant Kioxia is reported to begin production of its 10th-generation NAND Flash next year (2026) aiming to capture demand from AI data centers. Shares of its US NASDAQ-listed partner Sandisk surged on the news. According to the MoneyDJ XQ Global Winner System Sandisk jumped 6.11% on the 10th closing at $232.86. The Nikkei reported on" [X Link](https://x.com/Arronwei3n/status/1998933567712407879) 2025-12-11T01:51Z [----] followers, [----] engagements "It should be good news that $ORCL is diversifying its client base. Why is everyone selling "Up 433% from last year and up $68 billion since the end of August driven by contracts signed with $META $NVDA and others as we continue to diversify our customer backlog."" [X Link](https://x.com/Arronwei3n/status/1998936064107622783) 2025-12-11T02:01Z [----] followers, [----] engagements "@bkmfcc $TSM is still cheap in my opinion. Imagine if $TSM were a US companywhat valuation it would have haha" [X Link](https://x.com/Arronwei3n/status/1998945014328733754) 2025-12-11T02:36Z [----] followers, [---] engagements "🚀🤯👨🏾🚀 Nvidia-backed startup Starcloud trained an AI model from space for the first time. Last month the company launched a satellite with an Nvidia H100 graphics processing unit. Now the companys Starcloud-1 satellite is running and querying responses from Gemma an open LLM from https://t.co/lLyYkwMhNn Nvidia-backed startup Starcloud trained an AI model from space for the first time. Last month the company launched a satellite with an Nvidia H100 graphics processing unit. Now the companys Starcloud-1 satellite is running and querying responses from Gemma an open LLM from" [X Link](https://x.com/Arronwei3n/status/1998946142797832660) 2025-12-11T02:41Z [----] followers, [----] engagements "@trackingerror1 $AMD has nothing to lose. I think the deal with $OpenAI months ago was a brilliant move. And I think we don't have to discuss $AVGO haha" [X Link](https://x.com/Arronwei3n/status/1998956648178790622) 2025-12-11T03:22Z [----] followers, [---] engagements "Anthropic has placed a second TPU order with $AVGO for late [----] (Lets call it 2027) But Hock Tan denied that $META is also buying TPUs It is not what I expected. _ "We received a $10 billion order for the latest TPU Ironwood Racks from Anthropic and in this quarter (Q4) we received an additional $11 billion order from the same customer for delivery in late [----] but that does not mean our other two customers are using TPUs." Timeline same as my assumptions. $AVGO on $OpenAI Deal : "more like [----] [----] [----] Ben not [----]. Its more like [----] [----] [----] [--] gigawatts. That was the OpenAI" [X Link](https://x.com/Arronwei3n/status/1999294873787416711) 2025-12-12T01:46Z [----] followers, 23.3K engagements "Told. _ Macquarie on $GUC: Strong pipeline: We believe the strong sales acceleration that started in late 3Q25 came from the ramp of the new CSP project (Google CPU) which should continue to drive growth through [----] (with a likely 4Q25 sales beat and upward revisions to consensus earnings for [----] and 2027). We also think multiple other projects (other CSP CPU and AI ASIC) as well as potential $TSLA and new NAND controller projects should keep driving strong sales growth through [----]. Additional upside could come if foundry capacity for crypto-related orders becomes more available in 2026." [X Link](https://x.com/Arronwei3n/status/1999327426950947008) 2025-12-12T03:56Z [----] followers, [----] engagements "I have repeatedly shared that I don't think there is enough capacity for both front-end and back-end from $TSM. A comment on my original post: " $NVDA is always like [--] chess moves ahead of you. You don't think they've been preparing for exactly this outcome for the past 6-12 months You assume you know what's going on at TSM; you have no idea." He was so wrong to think everything was prepared and I'm glad the author of this report shares exactly the same thoughts as mine. Stick to reality; ignore the hero worship. _ Can $NVDA Scale Up H200 Production to Meet Chinese Demand Reuters reported on" [X Link](https://x.com/Arronwei3n/status/1999834575120523340) 2025-12-13T13:31Z [----] followers, [----] engagements "I have shared my view on $AVGO earnings I have no intention and find no reason to stop buying it. The lower margin percentage is completely natural given $AVGO shift from selling individual chips to delivering entire rack-scale solutions (thermal management mechanical parts.) Total gross margin dollars will explode. Overall speaking bullish on $AVGO. AI revenue +65% YoY to $20B. Healthy backlog dominating both compute and connectivity (Tomahawk [--] booking). They own the road and the cars. Job well done. Overall speaking bullish on $AVGO. AI revenue +65% YoY to $20B. Healthy backlog dominating" [X Link](https://x.com/Arronwei3n/status/2000380311335759990) 2025-12-15T01:40Z [----] followers, 25.6K engagements "@Jespabe No one knows. You'll have a better picture in 4Q26. I'd say it weighs more on product performance" [X Link](https://x.com/Arronwei3n/status/2000493882916872458) 2025-12-15T09:11Z [----] followers, [--] engagements "@Jespabe Still checking. Customers always want more (e.g. $NVDA). It always differs from what $TSM is willing to allocate" [X Link](https://x.com/Arronwei3n/status/2000501293551390948) 2025-12-15T09:40Z [----] followers, [--] engagements "@Jespabe There is no "must' in the business world and it is $TSM not $GOOG that will allocate CoWoS capacity" [X Link](https://x.com/Arronwei3n/status/2000505531572863381) 2025-12-15T09:57Z [----] followers, [--] engagements "@Mojo_flyin I think the norms (pass through)they are saying is in the future rack-level business not current chip business" [X Link](https://x.com/Arronwei3n/status/2000696575060766914) 2025-12-15T22:36Z [----] followers, [---] engagements "Morgan Stanley reports that core components (CPUs chipsets) may see price hikes due to capacity overlap with cloud demand. This suggests tight supply chains are spreading beyond just AI-specific parts. Consistent with my previous view I expect this to coincide with strong growth in general-purpose servers for inferencing in [----]. My current focus is on a socket company trading at a low PE relative to the sector and well-positioned for a volume recovery in general servers next year. Please do also expect strong growth in General Servers for inferencing purposes in [----]. _ [----] outlook: AWS" [X Link](https://x.com/Arronwei3n/status/2000745922050007503) 2025-12-16T01:52Z [----] followers, 51.7K engagements "Sigh. When the stock is up: $AVGO's backlog is praised as "high-quality visibility" anchored by key clients with strong adoption. When the stock is down: The same data is framed as "concentration risk." This MS note is consistent with a lot of what I heard from investors on $AVGO. Growth is there but modeling is tricky/blurry. Margins come down understandably (will be fine) and XPU customer concentation is a risk (but not for a few years if ever a real issue). https://t.co/16qzjIGep3 This MS note is consistent with a lot of what I heard from investors on $AVGO. Growth is there but modeling is" [X Link](https://x.com/Arronwei3n/status/2000755434454413497) 2025-12-16T02:30Z [----] followers, 10.3K engagements "Embrace the discount. _ China brings EV price war to Thailand dangling 38% discounts Chinese electric vehicle (EV) makers have brought aggressive discounting to Thailand amid fierce domestic competition offering up to 38% off to attract budget-conscious buyers. BYD cut prices on its Seal sedan by as much as 38% in October and promised compensation for further reductions on some models this year. SAIC Motor slashed 27% off its MG4 hatchback while Cherys promotional pricing for the Jaecoo J5 secured nearly [-----] orders despite delivery waits. The steep discounts drove over 20% sales growth in" [X Link](https://x.com/Arronwei3n/status/2000758595940757824) 2025-12-16T02:43Z [----] followers, [----] engagements "@finkd _ Metas Trusted Experts Helped Me Run Scam Ads on Facebook and Instagram A Reuters reporter created ads promising unrealistic investment returns and easily placed them on Meta's social media platforms SAN FRANCISCO - For a week in November Facebook and Instagram featured ads that showed cash and cryptocurrency raining down on a man at his computer. The ads asked viewers if they wanted to make a weekly return of 10% on their money a highly improbable annualized rate of more than 14000%. The ads tested policies at Meta owner of the social media platforms against promotions for" [X Link](https://x.com/Arronwei3n/status/2000763866691854603) 2025-12-16T03:04Z [----] followers, [---] engagements "@finkd _ Metas Trusted Experts Helped Me Run Scam Ads on Facebook and Instagram A Reuters reporter created ads promising unrealistic investment returns and easily placed them on Meta's social media platforms. SAN FRANCISCO - For a week in November Facebook and Instagram featured ads showing cash and cryptocurrency raining down on a man at his computer. The ads asked viewers if they wanted a 10% weekly return on their moneya highly improbable annualized rate of over 14000%. The ads tested Meta's policies against get-rich-quick schemes yet they ran anyway. They appeared in the feeds of more" [X Link](https://x.com/Arronwei3n/status/2000764385275650164) 2025-12-16T03:06Z [----] followers, [---] engagements "Re Reaffirm: not $AMD Venice CPU but Gaming GPU I find this kind of reporting rather baffling as if tape-out decisions at a foundry were as simple as ordering pizzapick whichever vendor you like and switch at any time. Even if AMD were to finalize a 2nm collaboration with Samsung in January next year the product sent for tape-out would not be Venice which is already in volume production at TSMC. It would be a newly initiated project and even under the most aggressive timeline mass production would only arrive around late [----] to sometime in [----]. In addition Samsungs SF2 process is roughly on" [X Link](https://x.com/Arronwei3n/status/2000842433710711146) 2025-12-16T08:16Z [----] followers, [----] engagements "Shares of Chinese chipmaker MetaX soar over 500% in blockbuster Shanghai debut Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared more than 500% on their market debut Wednesday after the company raised nearly $600 million in its initial public offering. Shares priced at [------] yuan in the IPO surged to over [---] during the debut marking a 561% jump. Similar to Moore Threads which saw a strong debut earlier this month MetaX develops graphics processing units for artificial intelligence applications tapping into a fast-growing sector driven by rising AI adoption" [X Link](https://x.com/Arronwei3n/status/2001115722047742341) 2025-12-17T02:22Z [----] followers, [---] engagements "https://www.cnbc.com/2025/12/17/chinese-chipmaker-metax-shares-soar-shanghai-debut.html https://www.cnbc.com/2025/12/17/chinese-chipmaker-metax-shares-soar-shanghai-debut.html" [X Link](https://x.com/Arronwei3n/status/2001115763588129256) 2025-12-17T02:22Z [----] followers, [---] engagements "Morgan Stanley now expects $NVDA to take 20% $AAPL 16% $AVGO 11% $AMD 8% and $INTC 6% of $TSM's [----] revenue contribution. There is no going back. Nvidias importance to TSMC will only grow. This inevitably weakens Apple's bargaining power on pricing and capacity priority. I believe this is the strategic driver behind Apple's collaboration with Intelthey need an alternative as TSMCs capacity shifts toward AI. https://twitter.com/i/web/status/2001118891138040186 https://twitter.com/i/web/status/2001118891138040186" [X Link](https://x.com/Arronwei3n/status/2001118891138040186) 2025-12-17T02:34Z [----] followers, 37.5K engagements "So it seems that Bladerunner from xAI is the fifth client for $AVGO Has anyone heard of the Bladerunner Project an ASIC project from $AVGO. https://t.co/3v4Z2fzqPn Has anyone heard of the Bladerunner Project an ASIC project from $AVGO. https://t.co/3v4Z2fzqPn" [X Link](https://x.com/Arronwei3n/status/2001121110453367108) 2025-12-17T02:43Z [----] followers, [----] engagements "Like I shared before. Morgan Stanley expects the general server CPU strength to offset the PC CPU and smartphone SoC foundry demand downside. Morgan Stanley reports that core components (CPUs chipsets) may see price hikes due to capacity overlap with cloud demand. This suggests tight supply chains are spreading beyond just AI-specific parts. Consistent with my previous view I expect this to coincide with strong https://t.co/HtPDO6dM4K Morgan Stanley reports that core components (CPUs chipsets) may see price hikes due to capacity overlap with cloud demand. This suggests tight supply chains are" [X Link](https://x.com/Arronwei3n/status/2001124538537664943) 2025-12-17T02:57Z [----] followers, [----] engagements "Okay here we go again. Scoop: OpenAI is in talks to raise at least $10 billion from Amazon and use its AI chips. Read more from @AnissaGardizy8 @SriMuppidi @CoryWeinberg and @Amir 👇 https://t.co/PqPmhcQLB8 Scoop: OpenAI is in talks to raise at least $10 billion from Amazon and use its AI chips. Read more from @AnissaGardizy8 @SriMuppidi @CoryWeinberg and @Amir 👇 https://t.co/PqPmhcQLB8" [X Link](https://x.com/Arronwei3n/status/2001129017249079664) 2025-12-17T03:15Z [----] followers, [----] engagements "https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chipsutm_campaign=&utm_content=&utm_medium=organic_social&utm_source=bluesky%2Cfacebook%2Clinkedin%2Cthreads%2Ctwitter https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chipsutm_campaign=&utm_content=&utm_medium=organic_social&utm_source=bluesky%2Cfacebook%2Clinkedin%2Cthreads%2Ctwitter" [X Link](https://x.com/Arronwei3n/status/2001129328567050351) 2025-12-17T03:16Z [----] followers, [---] engagements "@icnewer ASICs" [X Link](https://x.com/Arronwei3n/status/2001129966768152680) 2025-12-17T03:18Z [----] followers, [---] engagements "@OrenTirosh @mhaeberli Qualcomm" [X Link](https://x.com/Arronwei3n/status/2001258174880604517) 2025-12-17T11:48Z [----] followers, [---] engagements "@Mojo_flyin This should happen as long as the AI bubble doesn't burst" [X Link](https://x.com/Arronwei3n/status/2001285636343615641) 2025-12-17T13:37Z [----] followers, [---] engagements "Samsung Memory Kickback Allegations: Headquarters Conducts Low-Profile Internal Investigation in Taiwan The global memory market is experiencing its most severe supply shortage and price surge in years driven by structural factors unlike past cycles. Industry players expect tight supply and elevated prices to persist through [----]. Amid this turmoil supply-chain sources report that Samsung Electronics headquarters recently dispatched investigators to Taiwan for a low-profile internal probe. It involves multiple Samsung employees and distributors suspected of receiving kickbacks related to" [X Link](https://x.com/Arronwei3n/status/2001472186868240803) 2025-12-18T01:58Z [----] followers, 32.6K engagements "Has anyone heard any rumors about $AMD encountering technical issues with its MI450 solutionspecifically related to the interposer It appears the concern may be more on the packaging/interposer side rather than the GPU silicon itself or the rack-level design" [X Link](https://x.com/Arronwei3n/status/2001479300890137064) 2025-12-18T02:27Z [----] followers, 21.3K engagements "So $META is helping $GOOG does that mean they have at least some partnership in TPUs _ Exclusive: Google Works to Erode Nvidia's Software Advantage with Meta's Help Google is developing TorchTPU to improve its Tensor Processing Units' compatibility with PyTorch the world's most widely used AI framework and reduce developers' reliance on Nvidia's CUDA ecosystem. This supports Google's plan to position TPUs as a viable alternative to Nvidia's dominant GPUs and boost cloud revenue amid rising AI demand. Hardware alone is not enough for adoption. TorchTPU aims to make TPUs fully compatible and" [X Link](https://x.com/Arronwei3n/status/2001583817405141195) 2025-12-18T09:22Z [----] followers, [----] engagements "No way is this true _ $ORCL stock dipped 5% as Blue Owl Capital pulls out of funding $10 billion data center. Oracle stock dipped 5% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 billion data center in Michigan had stalled although the cloud company later disputed the report. Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township Michigan according to the Financial Times. However the plans fell through due to concerns about Oracles rising debt levels and extensive artificial intelligence spending the" [X Link](https://x.com/Arronwei3n/status/2001590681949630915) 2025-12-18T09:49Z [----] followers, [----] engagements "Some upside for $ORCL haha. $ORCL Silver Lake and Abu Dhabi-based MGX will collectively own 45% of the new entity. _ TikTok signs deal to sell US unit to American investor-led venture TikTok's Chinese owner ByteDance signed binding agreements with three major investors to sell just over 80% of the company's U.S. assets to American and global investors to avoid a U.S. government ban TikTok CEO Shou Zi Chew told employees on Thursday. The deal resolves years of uncertainty about the short-video app's future in the United States since August [----] when then-President Donald Trump first tried" [X Link](https://x.com/Arronwei3n/status/2001827699187425529) 2025-12-19T01:31Z [----] followers, 19.6K engagements "Some Chinese GPU and ASICs development. _ MetaX and Moore Threads IPOs underscore Chinese chipmakers growing challenge to Nvidia It felt like dj vu when shares of chipmaker MetaX Integrated Circuits soared 700% in its Shanghai market debut on Wednesday. Moore Threads surged over 400% on its first day of trading just two weeks earlier. These are the latest Chinese AI chip companies that the countrys investors are pouring money into as it races to develop its own semiconductors and challenge Nvidias dominance amid U.S. export curbs. Both are developing graphics processing units (GPUs) the type" [X Link](https://x.com/Arronwei3n/status/2001830614581022771) 2025-12-19T01:43Z [----] followers, [----] engagements "BofA : While CPO is expensive to adopt lane shipments shift towards higher speed 200G/400G scale-up in large volumes in 2026/27 are expected to drive CPO demand. $COHR/ $LITE are well positioned as critical components suppliers (lasers and external laser source modules) which could help offset any cannibalization of their transceiver businesses. $AVGO is positioning Tomahawk [--] Davisson as an Ethernet switch with CPO for AI Networking while $NVDA s platform approach with Spectrum-X Photonics is slated for 2H26 launch. Further $MRVL s proposed Celestial AI acquisition (1Q26 expected close)" [X Link](https://x.com/Arronwei3n/status/2001864446688510283) 2025-12-19T03:57Z [----] followers, 49.6K engagements "It was inevitable that $NVDA would demand a second source. $NVDA never relies on a single supplier if they can avoid it. $MU splitting a massive pie is better than owning a tiny one. _ Samsung Electronics Partners with NVIDIA to Bolster AI Memory Capabilities with SOCAMM2 On December [--] Samsung Electronics announced the delivery of samples for SOCAMM2 (Small Outline Compression Attached Memory Module 2) to customers primarily engaging in quality evaluation and testing with NVIDIA. SOCAMM2 is a next-generation low-power server memory module developed exclusively by NVIDIA. Built on LPDDR5X" [X Link](https://x.com/Arronwei3n/status/2001934609626648940) 2025-12-19T08:36Z [----] followers, [----] engagements "Further constructive developments are emerging for $PSMC. Beyond the growth in the silicon interposer business I previously noted reports indicate that $MU has joined $SNDK in negotiating for capacity. This aligns with my recent supply chain checks confirming full 12-inch wafer utilization for both logic and memory with order visibility extending through at least the end of 2Q26. _ Micron Seeks Capacity at PSMC Proposes Three Cooperation Models; Competing with SanDisk in a "Double Dragon" Race Amid a severe memory shortage and skyrocketing prices following reports that SanDisk was seeking" [X Link](https://x.com/Arronwei3n/status/2002916324058779899) 2025-12-22T01:37Z [----] followers, [----] engagements "From my recent checks it appears $NVDA has secured ALL of $TSM's A16 capacity (with Super Power Rail) for the Feynman GPU. As a result we are likely to see two distinct versions of the Feynman architecture: one leveraging the A16 node and another built on the N2P node to balance performance with volume availability. https://twitter.com/i/web/status/2002918675867988469 https://twitter.com/i/web/status/2002918675867988469" [X Link](https://x.com/Arronwei3n/status/2002918675867988469) 2025-12-22T01:46Z [----] followers, 61.2K engagements "$Foxconn is one of our Jumbo clients from my banking days yet their entry into the auto market remains a puzzle (until now) to me. Where is the TAM Taiwan It is far too small to sustain a global automotive business. Anchoring the strategy on Luxgena brand with a notorious history in the local marketseems like a liability not an asset. China There is a 0% chance of competing there. The market is a kill zone; even top-tier local brands are fleeing to emerging markets to survive the domestic price war. Japan I see no path to penetrate such a mature insular supply chain ecosystem. If the" [X Link](https://x.com/Arronwei3n/status/2002924317114597623) 2025-12-22T02:09Z [----] followers, [----] engagements "Just in: $GOOG and $AVGO are also discussing with Samsung for SF2P capacity. Re Reaffirm: not $AMD Venice CPU but Gaming GPU I find this kind of reporting rather baffling as if tape-out decisions at a foundry were as simple as ordering pizzapick whichever vendor you like and switch at any time. Even if AMD were to finalize a 2nm collaboration with https://t.co/EdlVr93WF5 Re Reaffirm: not $AMD Venice CPU but Gaming GPU I find this kind of reporting rather baffling as if tape-out decisions at a foundry were as simple as ordering pizzapick whichever vendor you like and switch at any time. Even" [X Link](https://x.com/Arronwei3n/status/2002940153267212450) 2025-12-22T03:12Z [----] followers, 32.3K engagements "Just check with contact that we may overlook the warpage risk from the $INTC EMIB. The physics are simple: The CTE (expansion rate) difference between the Chip and the organic Substrate is much larger than the difference between a Chip and an RDL layer. In EMIB the chips sit mostly on the organic substrate. When heated the substrate expands much more than the chips causing bending (warpage). This structural characteristic suggests that managing warpage in EMIB is inherently more difficult than in RDL or interposer-based packaging. I've always believed that the more EMIBs embedded on the" [X Link](https://x.com/Arronwei3n/status/2002941980234637574) 2025-12-22T03:19Z [----] followers, 25.9K engagements "@jukan05 Capacity from $TSM is too tight" [X Link](https://x.com/Arronwei3n/status/2002947683095617628) 2025-12-22T03:41Z [----] followers, [----] engagements ""Pride is dangerous. It carries a hint of complacency thinking you are perfect and can relax" Dyson states. "But I never think that. I always feel things can be done better; there is always room for improvement. It might be a bit torturous but that is the source of excitement that drives me forward." _ Navet is an Asset: Why Experience Can Be a Liability James Dyson is a candid and humorous man. When asked what lesson he learned from the disastrous electric vehicle (EV) project that cost him a fortune before he shut it down his reply was blunt: "Everybody says 'You must have learned a lot" [X Link](https://x.com/Arronwei3n/status/2002987494149894247) 2025-12-22T06:20Z [----] followers, [----] engagements "@tmaj314159 Yea so they are not the same" [X Link](https://x.com/Arronwei3n/status/2003014786129527086) 2025-12-22T08:08Z [----] followers, [---] engagements ""v7e (here) is part of this debate but the debate is broader than just this engagement. We ultimately feel that it will be very hard for $GOOG to move away from $AVGO but in our meeting even Broadcom management acknowledges that the Google relationship may evolve over the coming years. " UBS: AVGO / Google COT Debate Following our meeting with AVGO CEO/CFO immediately after earnings (here) we have been fielding questions this past week about risk real and perceived to AVGOs Google relationship. The debate is around a potential longer-term desire to move UBS: AVGO / Google COT Debate Following" [X Link](https://x.com/Arronwei3n/status/2003018389468667964) 2025-12-22T08:22Z [----] followers, [----] engagements "I think Larry Ellison's decision to provide a personal guarantee dissipates market concerns regarding $PSKY's financing structure. This shifts focus back to value: Paramount's offer is superior in price ($30 all-cash vs. $27.75 equivalent from Netflix) with execution risk now largely removed. Also DO NOT overlook the political angle: the Ellison family's close relationship with President Trump could have huge advantage in regulatory stuffs. _ Ellison offers personal guarantee to strengthen Paramount's Warner Bros. bid $ORCL co-founder Larry Ellison has personally guaranteed $40.4 billion in" [X Link](https://x.com/Arronwei3n/status/2003279595165126778) 2025-12-23T01:40Z [----] followers, [---] engagements "Right moving forward the key differentiators for CSPs will be power land and supply chain logistics. In the future it will no longer be just about who has the best chips but who can plug them in. This is exactly why $GOOG is also building a strong relationship with Fluidstack to secure immediate deployment. Hyperscalers are now acquiring energy infra companies We are in uncharted territory Hyperscalers going for more vertical integration 🤔🤔 I expect other hyperscalers to go for some acquisitions as well https://t.co/WZrfLc38EN Hyperscalers are now acquiring energy infra companies We are in" [X Link](https://x.com/Arronwei3n/status/2003284421043175709) 2025-12-23T01:59Z [----] followers, [----] engagements "It is really happening but should be a much lower margin. Reuters: NVIDIA will begin shipping H200 chips to China ahead of the Lunar New Year holiday using existing inventory. Initial shipments are expected to total around [----------] units. $NVDA Reuters: NVIDIA will begin shipping H200 chips to China ahead of the Lunar New Year holiday using existing inventory. Initial shipments are expected to total around [----------] units. $NVDA" [X Link](https://x.com/Arronwei3n/status/2003298238196265031) 2025-12-23T02:54Z [----] followers, [----] engagements "@Jespabe Bull case is that it wont hurt margins but EPS will definitely grow nevertheless" [X Link](https://x.com/Arronwei3n/status/2003400669915734495) 2025-12-23T09:41Z [----] followers, [--] engagements "Maths stops working when DRAM prices jump 50% (with another 20-30% coming) This cost inflation will trigger a domino effect. It begins with Smartphones then into PCs and Tablets threatening the upgrade cycle and ultimately Gaming Console market where fixed price points make absorbing these costs impossible. _ How AI Boom Is Pressuring Videogame Console Industry in Race for Memory Chips Videogame console sales were already under pressure due to tariff turmoil and weak consumer spending. Now a surge in memory chip prices threatens to make devices costlier delivering another blow to the" [X Link](https://x.com/Arronwei3n/status/2003404283044409483) 2025-12-23T09:56Z [----] followers, [----] engagements "The Old Norm: Smuggling via Singapore to bypass bans. The New Norm: Paying a "protection fee" to the US Treasury to buy H200s legally. Even though $BABA and Tencent can now legally acquire Nvidia H200s (albeit with a 25% tax) the development of domestic AI ASICs cannot afford to pause. Policy under the Trump administration is notoriously volatile; a license granted today can be revoked tomorrow based on a sudden shift in political mood. The US launches smuggling probe against Nvidia's biggest chip buyer in Southeast Asia: Heres your Evening Briefing https://t.co/W17ySfqYV4 The US launches" [X Link](https://x.com/Arronwei3n/status/2003474949969961334) 2025-12-23T14:37Z [----] followers, [----] engagements "Due to technical issues requiring a redesign the timeline for the Maia [---] has been pushed back from 3Q26 to 1Q27. $MRVL should still be the design service partner. UBS comment on $MRVL: Microsoft is targeting production of [--] million units of Maia [---]. https://t.co/oj2DCtmiER UBS comment on $MRVL: Microsoft is targeting production of [--] million units of Maia [---]. https://t.co/oj2DCtmiER" [X Link](https://x.com/Arronwei3n/status/2003479733070365066) 2025-12-23T14:56Z [----] followers, [----] engagements "@Alex_Intel_ To some extent it is $AVGO that makes everything look so easy" [X Link](https://x.com/Arronwei3n/status/2003481544128889105) 2025-12-23T15:03Z [----] followers, [---] engagements "Counterpoint expects the latest Huawei 910C to achieve just 76% of $NVDA H200 performance. That gap is too large for training massive models efficiently. It also expects a split strategy in China: $NVDA H200 gets the "training" allocation (despite restrictions) while domestic silicon (Huawei) floods the "inference" market. Frustrating as it may be China cannot halt its domestic GPU/ASIC roadmap. The Old Norm: Smuggling via Singapore to bypass bans. The New Norm: Paying a "protection fee" to the US Treasury to buy H200s legally. Even though $BABA and Tencent can now legally acquire Nvidia" [X Link](https://x.com/Arronwei3n/status/2003644349989708268) 2025-12-24T01:50Z [----] followers, [----] engagements "https://counterpointresearch.com/en/insights/NVIDIA-GPUs-Fit-into-China-AI-Chip-Self-sufficiency-Plan https://counterpointresearch.com/en/insights/NVIDIA-GPUs-Fit-into-China-AI-Chip-Self-sufficiency-Plan" [X Link](https://x.com/Arronwei3n/status/2003644401076339196) 2025-12-24T01:50Z [----] followers, [---] engagements "Thiel turns rock into gold every time. $META $PLTR Anduril. his portfolio is essentially a history book of modern tech evolution. I hope to be like him one day _ Peter Thiel-backed bank Erebor raises $350M at $4.35B valuation" [X Link](https://x.com/Arronwei3n/status/2003701247665406205) 2025-12-24T05:36Z [----] followers, [----] engagements "$NVDA's CoWoS allocation is likely around 60% not 73%. It's also worth noting that focusing solely on $TSM's CoWoS might overlook CSPs diversifying backend capacity via alternative OSATs and $INTC's EMIB to alleviate bottlenecks. $NVDA owns the GPU lane; $AVGO owns the ASIC/networking lane. Why choose Long on both. AVGO vs NV CowosNV 73% AVGONVNVAPNV NV 72APAVGONV AVGO& NVPE AVGO vs NV CowosNV 73% AVGONVNVAPNV NV 72APAVGONV AVGO& NVPE" [X Link](https://x.com/Arronwei3n/status/2003808638306275577) 2025-12-24T12:43Z [----] followers, [----] engagements "@vivekmehtagyat Yes I think the $AVGO management team has also started to realize that it could pose a threat to its business" [X Link](https://x.com/Arronwei3n/status/2004009059838841089) 2025-12-25T01:59Z [----] followers, [---] engagements "In light of this report the recent news of a downward revision in TPU shipment forecasts from [--] million to [--] million units for [----] appears highly counterintuitive. The floor for [----] shipments should be at least [---] million units comprising [--] million via $AVGO and [---] million from the $GOOG-MediaTek collaboration. This baseline excludes non- $TSM CoWoS capacity or any potential additional CoWoS allocations from $TSM to $AVGO. Looking ahead I anticipate that TPU v7e shipments alone could exceed [--] million units in [----]. UBS: MediaTeks TPU-related update: We have written extensively in recent" [X Link](https://x.com/Arronwei3n/status/2008069105358926057) 2026-01-05T06:52Z [----] followers, 36.5K engagements "GF: We remain positive on $GOOG TPUs shipment outlook and lifted our unit forecast to 4.3m/5.1m in 2026/2027. For MTK we raise the ASIC revenue to $1.7bn/$8.0bn in 2026/2027E or EPS contribution of NT$6.5/NT$31.0. _ ASICs will undoubtedly be a lucrative business but is it appropriate to overlook MediaTeks smartphone segment especially given soaring memory prices which are likely to compress its margins In light of this report the recent news of a downward revision in TPU shipment forecasts from [--] million to [--] million units for [----] appears highly counterintuitive. The floor for [----] shipments" [X Link](https://x.com/Arronwei3n/status/2008076623044862116) 2026-01-05T07:22Z [----] followers, 15.4K engagements "GS: The 2026E $TSM Capex estimate has been raised to $46 billion (from $44 billion) while the 2027E forecast jumps to $54 billion (from $50 billion). Over the next three-year cycle total Capex is now projected to exceed $150 billion. _ I maintain that $TSM's Capex will likely exceed $50 billion as the company recognizes that capacity conservatism is strategically dangerous. By under-investing in capacity TSMC creates a supply vacuum that pushes customers toward Samsung and $INTC. This is not just a loss of near-term revenue; it provides competitors with the critical learning volume needed to" [X Link](https://x.com/Arronwei3n/status/2008101279802040460) 2026-01-05T09:00Z [----] followers, 22.3K engagements "Finally catching up on this report. It aligns with our consistent view that $AVGO has been aggressively qualifying non- $TSM CoWoS partners like ASE/SPIL and Amkor. I believe $AVGO s reliance on these OSAT players will only intensify as they look to bypass $TSM s capacity bottlenecks and support Google's ambitious TPU ramp. In light of this report the recent news of a downward revision in TPU shipment forecasts from [--] million to [--] million units for [----] appears highly counterintuitive. The floor for [----] shipments should be at least [---] million units comprising [--] million via $AVGO and 0.4" [X Link](https://x.com/Arronwei3n/status/2008356569059389682) 2026-01-06T01:54Z [----] followers, 20.1K engagements "Based on my latest supply chain checks rumors of a CCL specification downgrade are unfounded. The roadmap for the Vera Rubin platform remains stable: - Compute Board: Firmly at M8. - Switch Board: Currently validating M8.5 and M9. - Rubin CPX: Plan remains M9 though the timeline is under watch as samples have not yet been submitted. - ConnectX-9 (CX9) SuperNIC: Maintaining M7. - Midplane: Transition to M9 is finalized and locked. https://twitter.com/i/web/status/2008891221192941623 https://twitter.com/i/web/status/2008891221192941623" [X Link](https://x.com/Arronwei3n/status/2008891221192941623) 2026-01-07T13:19Z [----] followers, 26.4K engagements "This view is also backed by GS. _ Our checks suggested that customers are testing both M9 grade CCL and M8+ grade CCL for CPX/Midplane at the same time but the sampling volume for M9 is much higher than M8+ grade CCL starting from late December (for midplane/CPX board/switch board) suggesting a much higher possibility for M9 adoption. Our latest supply chain checks suggest that EMC has started to pull in different raw materials for M9 grade CCL (including Q-glass/ HVLP [--] copper foil/ high-end resin) from late December and our checks suggest the world first commercialized M9 grade CCL will be" [X Link](https://x.com/Arronwei3n/status/2008911662456385898) 2026-01-07T14:40Z [----] followers, [----] engagements "JPM: 90% customer attach rate for $NVDA networking. _ With Jensen Huang declaring Moore's Law dead at CES raw transistor count is no longer the sole driver of performance. Instead efficiency gains now come from rack-scale integration (Spectrum switches NICs and cabling). This shift explains the accelerating growth in $NVDA networking revenue poised to become a major top-line contributor. I believe interconnect technology is the primary bottleneck for next gen AI. https://twitter.com/i/web/status/2009087119978058149 https://twitter.com/i/web/status/2009087119978058149" [X Link](https://x.com/Arronwei3n/status/2009087119978058149) 2026-01-08T02:17Z [----] followers, [----] engagements "Amid all the market noise the challenge is whether we can remain disciplined when the market gets things wrong. Regarding recent discussions among CCL-focused investors on whether the key CCL spec for VR200 NVL72 could be downgraded from M9 below are my latest surveys and views: [--]. Nvidia previously began testing 896K2 and 892K2 and prototyping PCBs which likely gave rise to the market Regarding recent discussions among CCL-focused investors on whether the key CCL spec for VR200 NVL72 could be downgraded from M9 below are my latest surveys and views: [--]. Nvidia previously began testing 896K2" [X Link](https://x.com/Arronwei3n/status/2009088189928231242) 2026-01-08T02:22Z [----] followers, [----] engagements "JPM: Capacity shutdown for 40-90nm at $TSM's Fab 14/Fab [--] to convert some space and equipment to CoWoS. _ We've recently noted that $TSM is cautious about creating a capacity gap that might push clients toward competitors like Samsung or $INTC. I believe this transition of mature nodes to support the CoWoS ramp shows they are aggressively managing this balance and other mature node foundries may benefit from this transition. GS: The 2026E $TSM Capex estimate has been raised to $46 billion (from $44 billion) while the 2027E forecast jumps to $54 billion (from $50 billion). Over the next" [X Link](https://x.com/Arronwei3n/status/2009093372364128536) 2026-01-08T02:42Z [----] followers, [----] engagements "As we discussed surging AI demand from $NVDA $AMD and $AVGO has fundamentally shifted the foundry power dynamic. I believe $AAPL's importance and pricing leverage over $TSM will continue to diminish in the foreseeable future. As Vera Rubin ramps up on 3nm in [----] Apples share of that node will decrease drastically. This trend extends to the 2nm generation where Apple will face immediate competition for capacity from $QCOM and AMD rather than enjoying its traditional oneyear lead. The torch has been passed. Apple-TSMC: The Partnership That Built Modern Semiconductors Wafer Demand Model Node" [X Link](https://x.com/Arronwei3n/status/2009453664004657487) 2026-01-09T02:34Z [----] followers, [----] engagements "Optical Transceiver Outlook: US Broker Upgrades A US broker sees 800G as mainstream for large data centers; 1.6T ramps significantly in [----] and 3.2T starts in [----]. ASIC AI server growth boosts volume and quality as ASICs rely more on networking to offset single-chip compute limits. Google and Meta are aggressively expanding high-speed (800G+): Google shifted to 1.6T last year; Meta uses more transceivers per ASIC than GPU servers. Nvidia: GB200 uses 400G at GPU layer and 800G at leaf/spine/core; GB300 uses 800G at GPU and 1.6T at leaf/spine; Rubin/Rubin Ultra expected to upgrade to" [X Link](https://x.com/Arronwei3n/status/2009454577205297289) 2026-01-09T02:37Z [----] followers, [----] engagements "I believe JPM's CoWoS forecast for [----] is much more rational compared to GS's. _ We now expect $TSM to grow CoWoS capacity by 69% in [----] slightly higher than prior expectations due to strong demand from $NVDA and AI ASICs. We still see a 15-20% gap between demand and supply which could result in further expansion in [----] and increased outsourcing of CoW steps to OSATs such as ASE. Overall we expect TSMC to retain 90+% of CoW capacity into [----] focusing largely on CoWoS-L for AI accelerators. A little too aggressive in the [----] CoWoS forecast. A little too aggressive in the [----] CoWoS" [X Link](https://x.com/Arronwei3n/status/2009465656018915398) 2026-01-09T03:22Z [----] followers, 48.5K engagements "The government has $INTC back. Honored and delighted to have the full support and encouragement of @POTUS @realDonaldTrump and @CommerceGov Secretary @howardlutnick as we bring leading edge chip manufacturing back to America @intel is now shipping the latest Core Ultra Series [--] CPU processors - designed https://t.co/flFhBenGL8 Honored and delighted to have the full support and encouragement of @POTUS @realDonaldTrump and @CommerceGov Secretary @howardlutnick as we bring leading edge chip manufacturing back to America @intel is now shipping the latest Core Ultra Series [--] CPU processors -" [X Link](https://x.com/Arronwei3n/status/2009481979771953394) 2026-01-09T04:26Z [----] followers, [----] engagements "No disrespect from my side; I think it is not right. Bernstein: TPU v8 is already shipping. https://t.co/l7CXh00WC9 Bernstein: TPU v8 is already shipping. https://t.co/l7CXh00WC9" [X Link](https://x.com/Arronwei3n/status/2009571612681818185) 2026-01-09T10:23Z [----] followers, [----] engagements "Absolutely we often observe that $TSM possesses deeper insight into market dynamics than its own customers. The rationale is simple: for a foundry underutilization is a critical risk. Thats why TSMC has been conservative over the past two years; it might start changing its strategy in [----] as I shared few days ago. TSMAI 1: TSMC CoWoS 2: TSMC Capex https://t.co/jejqGbLwis TSMAI 1: TSMC CoWoS 2: TSMC Capex https://t.co/jejqGbLwis" [X Link](https://x.com/Arronwei3n/status/2009582439648084243) 2026-01-09T11:06Z [----] followers, [----] engagements "@zephyr_z9 Yes but expansion timeline would not match. Thats why CSPs are asking EMIB-T" [X Link](https://x.com/Arronwei3n/status/2009584380545786002) 2026-01-09T11:13Z [----] followers, [---] engagements "@itsDanielWu @zephyr_z9 TSMC was severely hurt during the inventory correction periods several years ago" [X Link](https://x.com/Arronwei3n/status/2009594236375884257) 2026-01-09T11:52Z [----] followers, [---] engagements "Citi: With AIs strong growth trend driving an exponential surge in compute demand the hardware backbone of the AI ecosystemspanning GPUs ASICs and HBMhas reached unprecedented complexity. As chips transition from monolithic dies to multi-chiplet systems the physical alignment and structural integrity of every micro-bump TSV and interposer trace determine whether downstream electrical connections function properly. The Hidden Infrastructure Behind the Age of Advanced Packaging. https://twitter.com/i/web/status/2010524452078178466 https://twitter.com/i/web/status/2010524452078178466" [X Link](https://x.com/Arronwei3n/status/2010524452078178466) 2026-01-12T01:29Z [----] followers, 16.8K engagements "$MU : Were sold out for [----]. $MU CCO Sumit Sadana stated that Micron can only meet 2/3 of the medium-term memory requirements for some customers But for now were sold out for [----] Sadana said. https://t.co/Y9vPox5wjk $MU CCO Sumit Sadana stated that Micron can only meet 2/3 of the medium-term memory requirements for some customers But for now were sold out for [----] Sadana said. https://t.co/Y9vPox5wjk" [X Link](https://x.com/Arronwei3n/status/2010530556015227254) 2026-01-12T01:53Z [----] followers, 12.4K engagements ""Memory Wall" AI researchers began seeing memory as a bottleneck just before OpenAIs ChatGPT launched in late [----] said Majestic Labs co-founder Sha Rabii an entrepreneur who previously worked on silicon at $GOOG and $META. Prior AI systems were designed for models like convolutional neural networks which require less memory than todays popular large language models (LLMs) Rabii said. While AI chips have gotten much faster memory has not he said causing powerful GPUs to wait for data needed to run LLMs. Your performance is limited by the amount and speed of memory available; adding more GPUs" [X Link](https://x.com/Arronwei3n/status/2010532417598288187) 2026-01-12T02:00Z [----] followers, 11.4K engagements "GF: we have revised $TSM's CoWoS-S build plan upward by [-----] wafers primarily for 2Q26 implying approximately [------] $NVDA H200 units. Combined with roughly [------] units in inventory we believe the current H200 shipping plan stands at approximately [---] million units. Accounting for a discount due to policy uncertainties we now forecast H200 volumes for the April quarter July quarter and FY2027 at [------] [------] and [---] million units respectively. This would bring total sales for the April and July quarters to $74 billion and $89.5 billion exceeding market consensus by 4% and 14% respectively." [X Link](https://x.com/Arronwei3n/status/2010560829511577709) 2026-01-12T03:53Z [----] followers, 21.5K engagements "Siri has felt stagnant for years leading many users to abandon it for Gemini or ChatGPT. If the new partnership with $GOOG finally delivers a Siri that is both swift and deeply personal I will be looking forward to it APPLE PICKS $GOOGL'S GEMINI TO RUN AI-POWERED SIRI COMING THIS YEAR - CNBC https://t.co/RYdLh2uX03 APPLE PICKS $GOOGL'S GEMINI TO RUN AI-POWERED SIRI COMING THIS YEAR - CNBC https://t.co/RYdLh2uX03" [X Link](https://x.com/Arronwei3n/status/2010902320880738494) 2026-01-13T02:30Z [----] followers, [---] engagements "Imagine the massive Capex and equipment demand triggered by five additional fabs. _ The Trump administration is nearing a trade deal with Taiwan to reduce its tariff rate to 15% and commit $TSM to building at least five more facilities in Arizona" [X Link](https://x.com/Arronwei3n/status/2010909032081690958) 2026-01-13T02:57Z [----] followers, [----] engagements "https://www.reuters.com/world/china/us-taiwan-near-trade-deal-lower-tariff-boost-tsmc-facilities-nyt-reports-2026-01-12/ https://www.reuters.com/world/china/us-taiwan-near-trade-deal-lower-tariff-boost-tsmc-facilities-nyt-reports-2026-01-12/" [X Link](https://x.com/Arronwei3n/status/2010909109407924307) 2026-01-13T02:57Z [----] followers, [---] engagements "We previously noted that facing rising competition from ASIC players $NVDA is aggressively squeezing vendor margins across rails cooling and rack assembly. _ "However higher integration also comes with a greater share of Nvidia-specified components and a shrinking scope for customization both of which are unfavorable to assembler profitability. My industry survey indicates that components classified as customization not allowed in the VR200 NVL72 compute tray have risen to 2022% well above the 57% level seen in GB300 NVL72. Moreover VR200 NVL72 has directly eliminated "ODM-designed" component" [X Link](https://x.com/Arronwei3n/status/2010912771383386186) 2026-01-13T03:12Z [----] followers, [----] engagements "$INTC 18A may benchmark $TSM N3 not N2. I saw some posts written by Intel retail investors and honestly I was shocked. They treat TSMC as Intels competitor but completely ignore Samsung. In particular the way they belittle Samsungs Taylor fab reminded me exactly of how Pat Gelsinger praised TSMC as an outstanding I saw some posts written by Intel retail investors and honestly I was shocked. They treat TSMC as Intels competitor but completely ignore Samsung. In particular the way they belittle Samsungs Taylor fab reminded me exactly of how Pat Gelsinger praised TSMC as an outstanding" [X Link](https://x.com/Arronwei3n/status/2010914068291526914) 2026-01-13T03:17Z [----] followers, 20K engagements "Citi: $NVDA Rubin ramp with M9 upside potential We view EMC as a key beneficiary of Nvidias Rubin platform production ramp. In 2026E we believe there is a chance of M9 CCL (with Q glass) being adopted in midplane. Although the market has concerns over rising competition in the CCL space we still see EMC holding a leading position in high-end CCL projects potentially supported by Rubin midplane M9 CCL (if adopted). For Rubins switch board despite concerns over EMCs market share versus Chinese peer Shengyi Tech we believe it could remain the major supplier of M8+ grade CCL for switch trays." [X Link](https://x.com/Arronwei3n/status/2010918825970319663) 2026-01-13T03:36Z [----] followers, [---] engagements "Citi: $NVDA Rubin ramp with M9 upside potential We view EMC as a key beneficiary of Nvidias Rubin platform production ramp. In 2026E we believe there is a chance of M9 CCL (with Q glass) being adopted in midplane. Although the market has concerns over rising competition in the CCL space we still see EMC holding a leading position in high-end CCL projects potentially supported by Rubin midplane M9 CCL (if adopted). For Rubins switch board despite concerns over EMCs market share versus Chinese peer Shengyi Tech we believe it could remain the major supplier of M8+ grade CCL for switch trays." [X Link](https://x.com/Arronwei3n/status/2010919126366371945) 2026-01-13T03:37Z [----] followers, [----] engagements "@christophauto If N2 packs 20% more transistors in the same area TSMC customers get more dies per wafer (assuming equal yield)" [X Link](https://x.com/Arronwei3n/status/2011250718372745477) 2026-01-14T01:35Z [----] followers, [---] engagements "We previously posited that mature node foundries would be primary beneficiaries of the current structural transition. Supported by ongoing equipment acquisitions from $TSM over the past few quarters VIS is seeing a re-rating. _ MS: We raise our [----] and [----] forecasts as we see a potential price hike for Vanguard's [--] inch wafers from strong data center PMIC demand as well as order overflow from $TSM including but not limited to CoWoS interposer production which will adopt 55/65nm at VSMC in [----]. We upgrade the stock from UW to EW since VSMC has now secured other customers (TSMC) besides $NXP" [X Link](https://x.com/Arronwei3n/status/2011257928637194336) 2026-01-14T02:03Z [----] followers, [----] engagements "Elon has long been sensitive to Taiwan Strait tensions; all car parts suppliers are replaceable. However $TSLA's "brain" the FSD chip remains heavily dependent on $TSM. That's why Elon Musk is getting closer to Samsung and has high expectations for its AI5 and future AI6 chips to break dependence on a single foundry and safeguard future autonomous driving technology. Thats very interesting. I understand Tesla excluding Chinese-made components but according to reports Tesla is also excluding Taiwanese components. https://t.co/v0qKCqVyr0 Thats very interesting. I understand Tesla excluding" [X Link](https://x.com/Arronwei3n/status/2011267417448874357) 2026-01-14T02:41Z [----] followers, [----] engagements "CoWoP will not arrive as quickly as GF expected. CoPoS is the more pragmatic "near-term" solution. This is pretty big news if true If 30% of Rubin Ultra transitions to CoWoP then it explains why TSMC hasn't expanded CoWoS capacity too aggressively despite the demand. "CoWoP could enter trial production as early as the Rubin platform while the market expects late-2027/2028. This is pretty big news if true If 30% of Rubin Ultra transitions to CoWoP then it explains why TSMC hasn't expanded CoWoS capacity too aggressively despite the demand. "CoWoP could enter trial production as early as the" [X Link](https://x.com/Arronwei3n/status/2011269592833020013) 2026-01-14T02:50Z [----] followers, 23.6K engagements "170K for MTK in [----] I think 70K would be much more reasonable. _ GF: TSMC's capacity was revised upward this December with NVIDIA as the primary beneficiary. AMD slightly increased its capacity for next year likely reflecting OpenAI's initial 1GW project. A positive outlook is maintained for Broadcoms subsequent upward revisions. MediaTek's TPU volume is expected to scale in [----] with production capacity transitioning to Intel. https://twitter.com/i/web/status/2011328941165068625 https://twitter.com/i/web/status/2011328941165068625" [X Link](https://x.com/Arronwei3n/status/2011328941165068625) 2026-01-14T06:46Z [----] followers, [----] engagements "@racetrack275 But I think $TSM's version of AI5 will ultimately outperform Samsung's" [X Link](https://x.com/Arronwei3n/status/2011360422449041634) 2026-01-14T08:51Z [----] followers, [----] engagements "@Jespabe I will not say 730K/near 900K CoWoS in 2026/2027 low" [X Link](https://x.com/Arronwei3n/status/2011379655547490554) 2026-01-14T10:07Z [----] followers, [---] engagements "HSBC: Although neither GUC nor $TSLA has made any public statement we believe GUC is the IC design service provider for Teslas next gen AI chip. Our assumption is based on: 1) unlike AI4 (only manufactured at Samsung) AI5 will be manufactured at both $TSM Arizona and Samsung (source: Tesla) and 2) as the subsidiary of TSMC will believe GUC will be involved in this project. We expect this Tesla next gen chip to enter mass production by [----] with a 600k annual shipment contribution to GUC. This is derived by 1) 1.7m Tesla vehicle estimate in [----] 2) potential humanoid robot opportunity and 3)" [X Link](https://x.com/Arronwei3n/status/2011613256956461365) 2026-01-15T01:35Z [----] followers, 12.3K engagements "$TSM GM 62.3%🔥 https://twitter.com/i/web/status/2011680771984277913 https://twitter.com/i/web/status/2011680771984277913" [X Link](https://x.com/Arronwei3n/status/2011680771984277913) 2026-01-15T06:04Z [----] followers, [----] engagements "Overall $TSM outbeated everything; could not ask for more" [X Link](https://x.com/Arronwei3n/status/2011741363394785759) 2026-01-15T10:04Z [----] followers, [---] engagements "Right I believe it is also a sigh of relief for investors that $TSM is really spending this huge amount of capex considering its conservative corporate culture. You need to understand the fact of TSMC's historically conservative culture and their skepticism toward tech firm's tendency to overpromise. When a company that treats its capital as a matter of national security decides to deploy massive capex after rigorous due diligence You need to understand the fact of TSMC's historically conservative culture and their skepticism toward tech firm's tendency to overpromise. When a company that" [X Link](https://x.com/Arronwei3n/status/2012019323205009685) 2026-01-16T04:29Z [----] followers, [----] engagements "Aligning with our earlier outlook on Samsungs HBM4 progress JPM now forecasts the company will capture a high-teens percentage share of $NVDA orders by [----]. Samsung is currently experiencing a perfect storm of positive developments. Between the strengthening Foundry business the ongoing memory supercycle and rapid advancements in HBM the companys outlook is exceptionally strong. _ JPM: Samsung likely the wild card in HBM4 wallet share competition; $NVDA HBM4 qualification and wallet share allocation will likely be finalized before Jan-end and we expect Samsung to positively surprise" [X Link](https://x.com/Arronwei3n/status/2013062559059026009) 2026-01-19T01:34Z [----] followers, [----] engagements "I think we should closely monitor the emergence of Custom HBM particularly beginning with the HBM4e generation. I believe that this architecture could disrupt the standard HBM market potentially becoming the dominant solution and a critical competitive differentiator among major chipmakers and CSPs. _ JPM : CSP capex upside in 26; growing HBM value in DC capex commitment. CSP capex and funding source concerns will likely linger through [--] and while markets are concerned about negative FCF for smaller CSPs (i.e. $ORCL/Coreweave) we expect AI related compute/storage and networking to remain" [X Link](https://x.com/Arronwei3n/status/2013067027934781798) 2026-01-19T01:52Z [----] followers, 16.2K engagements "Tough break on Taiwan Glass and Fulltech Fiber. I entered last November based on solid shortage signals but the price action was dead. The moment I capitulated and reduced my exposure the stocks rallied hard. A classic case of being right on the fundamentals but wrong on the timing.🥹 Persistent Shortages of Advanced Glass Fiber Cloud the AI Chip Outlook - Demand for AI chips is expected to remain robust in [----] with chronic shortages of high-end glass fiber clothessential for advanced circuit boards and chip packagingcontinuing to stand out as a core https://t.co/I5RiD5dysy Persistent" [X Link](https://x.com/Arronwei3n/status/2013077939219480995) 2026-01-19T02:35Z [----] followers, [----] engagements "Yes this is exactly why I have been saying that "By under-investing in capacity TSMC creates a supply vacuum that pushes customers toward Samsung and $INTC." Deutsche Bank: As TSMC's capacity fills up Samsung and Intel are expected to benefit from the "6 major customers" including Apple and Nvidia Deutsche Bank stated in a recently released research report that global semiconductor foundry giant TSMC is facing a "happy dilemma." Its Deutsche Bank: As TSMC's capacity fills up Samsung and Intel are expected to benefit from the "6 major customers" including Apple and Nvidia Deutsche Bank stated" [X Link](https://x.com/Arronwei3n/status/2013093547344298068) 2026-01-19T03:37Z [----] followers, 11.1K engagements "Has anyone heard that $META is cutting MTIA and converting the capacity to $GOOGL TPU" [X Link](https://x.com/Arronwei3n/status/2013141420815663402) 2026-01-19T06:48Z [----] followers, 30.3K engagements "Honestly I think $AVGO TPU business is under immense pressure right now even though publicly they would never admit it (and realistically they cant). In my view $GOOGL collaboration with MediaTek on the TPU v7e will be a critical turning point (a pivot). The success or failure of this chip will directly determine how much share Broadcom can retain in the AI ASIC market going forward. Current checks suggest that v7e is expected to begin shipments in 3Q26. If you look at sell-side forecasts for this chips CoWoS capacity in [----] the numbers are already being called at around 170K wafers. That" [X Link](https://x.com/Arronwei3n/status/2013436411433886174) 2026-01-20T02:20Z [----] followers, [---] engagements "I really did not check the report first lol. _ GF: Maintain Street-high ASIC forecast with upside risks: We reiterate our ASIC revenue estimates of $1.7bn/$8.0bn for 2026/2027E contributing NT$6.8/NT$31.5 to EPS. For [----] we expect v8x to be the main driver but view v8e as critical due to its significant spec upgrade (2x N2 compute 2x I/O with one brand-new I/O) enabling MTK-designed TPUs to handle more complex inferencing workloads against Broadcoms. For potential upside we continue to watch: 1) MTKs ASP for v8e if it gains more content beyond current I/O and backend; 2) the bidding for" [X Link](https://x.com/Arronwei3n/status/2013437770111557849) 2026-01-20T02:25Z [----] followers, 10.7K engagements "@paurooteri Yes MOATs still hold in $AVGO right now" [X Link](https://x.com/Arronwei3n/status/2013447261770899700) 2026-01-20T03:03Z [----] followers, [----] engagements "@F28X5 u were right that's why we never saw small companies developing ASICs" [X Link](https://x.com/Arronwei3n/status/2013447495213633782) 2026-01-20T03:04Z [----] followers, [---] engagements "@comfyleverage Only mid UTR. A little desperate decision from $MU" [X Link](https://x.com/Arronwei3n/status/2013457682263330881) 2026-01-20T03:44Z [----] followers, [---] engagements "@jukan05 from one of my friend" [X Link](https://x.com/Arronwei3n/status/2013527360620970284) 2026-01-20T08:21Z [----] followers, [----] engagements "@zephyr_z9 I am genuinely shocked after hearing this" [X Link](https://x.com/Arronwei3n/status/2013528469636845783) 2026-01-20T08:26Z [----] followers, [----] engagements "@__d_1ggin @jukan05 I honestly have no idea" [X Link](https://x.com/Arronwei3n/status/2013533074030497822) 2026-01-20T08:44Z [----] followers, [----] engagements "@CostaV02 Samsung one or SK overestimate its forecast before" [X Link](https://x.com/Arronwei3n/status/2013549086566211867) 2026-01-20T09:48Z [----] followers, [----] engagements "I shared that $AAPL is of lower and lower importance to $TSM than before and I believe the trend will continue. Rumor: Apple is no longer TSMCs largest customer prompting C.C. Wei to personally visit Apples headquarters to demand that it accept the biggest price increase in years. Its also said that Apple may no longer enjoy priority access to TSMCs capacity allocations. $AAPL https://t.co/dLBmKPwewu Rumor: Apple is no longer TSMCs largest customer prompting C.C. Wei to personally visit Apples headquarters to demand that it accept the biggest price increase in years. Its also said that Apple" [X Link](https://x.com/Arronwei3n/status/2013796670497268170) 2026-01-21T02:11Z [----] followers, 12.1K engagements "and that's why $AAPL is actively engaging with $INTC. I shared that $AAPL is of lower and lower importance to $TSM than before and I believe the trend will continue. I shared that $AAPL is of lower and lower importance to $TSM than before and I believe the trend will continue" [X Link](https://x.com/Arronwei3n/status/2013797256802021414) 2026-01-21T02:14Z [----] followers, [----] engagements "@AutisticShark69 First you need to understand that Apple has no other choice. Samsung is too close with $TSLA; only $INTC is left. Business decision nothing personal" [X Link](https://x.com/Arronwei3n/status/2013804165781430281) 2026-01-21T02:41Z [----] followers, [---] engagements "@AutisticShark69 I have always held the view that $INTC has no external clients until 14A" [X Link](https://x.com/Arronwei3n/status/2013809669794627935) 2026-01-21T03:03Z [----] followers, [---] engagements "@icnewer @lucaspinker $TSM must go back to $APPL or the company will go bankrupt" [X Link](https://x.com/Arronwei3n/status/2013813042627088430) 2026-01-21T03:16Z [----] followers, [---] engagements "@icnewer @lucaspinker Why you are bearish toward CSP Capex" [X Link](https://x.com/Arronwei3n/status/2013814581966327812) 2026-01-21T03:23Z [----] followers, [---] engagements "OPM 90% Printing money along the way. Comment from Korea's BNK Investment & Securities: "SK Hynix's server DDR5 OPM was 70% but considering the recent price increases the server DDR5 OPM could reach 90% within the first half of this year." No way lol OPM 90% Does that make sense Memory companies are literally https://t.co/MS7tWVMhqe Comment from Korea's BNK Investment & Securities: "SK Hynix's server DDR5 OPM was 70% but considering the recent price increases the server DDR5 OPM could reach 90% within the first half of this year." No way lol OPM 90% Does that make sense Memory companies are" [X Link](https://x.com/Arronwei3n/status/2013815377801965750) 2026-01-21T03:26Z [----] followers, [----] engagements "@icnewer @lucaspinker no I am kind of serious about that. Please be noted that Apple is not using CoWoS. That idle capacity will make TSM suffer severely" [X Link](https://x.com/Arronwei3n/status/2013815779427553563) 2026-01-21T03:27Z [----] followers, [--] engagements "@LDLoeb @icnewer @lucaspinker $GOOGL and $AMZN should be fine not so sure for the others" [X Link](https://x.com/Arronwei3n/status/2013817755238310148) 2026-01-21T03:35Z [----] followers, [---] engagements "@Mojo_flyin @canyoudugit8 Tesla" [X Link](https://x.com/Arronwei3n/status/2013822942988120549) 2026-01-21T03:56Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Arronwei3n Dawei
Dawei posts on X about ai, $avgo, $tsm, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +58%
- [--] Month [-------] +55%
Mentions: [--] #
- [--] Week [--] -49%
- [--] Month [---] +26%
Followers: [-----] #
- [--] Week [-----] +6.30%
- [--] Month [-----] +31%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance countries fashion brands currencies automotive brands travel destinations social networks cryptocurrencies
Social topic influence ai, $avgo, $tsm, $nvda #2546, $googl, business, samsung, strong, open ai, meta
Top accounts mentioned or mentioned by @icnewer @jespabe @jukan05 @autisticshark69 @lucaspinker @ldloeb @canyoudugit8 @xiaob123 @mojoflyin @alexintel @zephyrz9 @costav02 @tshirtnjeans2 @ansonchang514 @grok @finkd @vivekmehtagyat @itsdanielwu @racetrack275 @f28x5
Top assets mentioned Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) Metadium (META) Micron Technology, Inc. (MU) Marvell Technology Inc (MRVL) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Morgan Stanley (MS) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Sandisk Corporation (SNDK)
Top Social Posts
Top posts by engagements in the last [--] hours
"I vividly recall NTC (2408) 2Q earnings call back in July [--]. After hearing the strong 3Q and 4Q guidance I was incredibly hyped. (check below Leonardo my bro) and urged my colleague to go all in .(check second picture) The frustration the next day was just as intense. The stock dropped 7% (check third picture) and it was clear the market and the investment banks (check fourth picture) had completely missed the core thesis that NTC's revenue is driven by lagging contract prices from the previous quarter. [--] months later watching the consensus pivot so aggressively on the memory supercycle"
X Link 2025-11-18T01:57Z [----] followers, 34.6K engagements
"Morgan Stanley: For now we do not see any other US design service provider sharing T3 project production with Alchip. I am now more confident that there will be more noise and rumors towards upcoming TR4. Fubon Research: we strongly don't agree with these rumors. It is much closer and reasonable to my acknowledgement. https://t.co/I3djojn8pS Fubon Research: we strongly don't agree with these rumors. It is much closer and reasonable to my acknowledgement. https://t.co/I3djojn8pS"
X Link 2025-11-18T11:50Z [---] followers, [----] engagements
"This is truly an amazing post I strongly recommended it. I have some background in SPV structuring from my time in Private Equity and I believe this strategy is perfectly clever and appropriate for financing massive AI data centers. And one of my close friend working for Investment Banking Private Credit Team has also seem booming Business. This trend is only going to accelerate. We will definitely see much more of this in the future. AI Infrastructure: A Bubble or a "Huddle to Buy Time" Deconstructing the Financial Structure Behind $3 Trillion Vincent Cheng-Wen Yu Nov [--] [----] When tech"
X Link 2025-11-19T03:31Z [----] followers, 44.2K engagements
"Read a great piece on Facebook that pretty much addresses all the "concerns" about $NVDA accounts receivable and inventory issues. The original author likely thinks $NVDA is committing fraud because he doesn't understand the back-end supply chain. P.S. Should consider taking intermediate accounting courses. (do also include Michael Burry and the journalist from The Information) _ Accounts receivable are skyrocketing; customers owe more and more money. Inventory is piling up like mountains; chips are essentially unsellable. To maintain growth the company is forcing products onto downstream"
X Link 2025-11-22T07:08Z [---] followers, [---] engagements
"I think the pressure from rising memory prices will likely be neutralized by improving economic conditions in emerging markets which support mid-to-low-tier devices. Smartphone shipment should remain stable. Additionally Apples better-than-expected Q3 results serve as a positive signal confirming solid demand in the high-end sector and boosting overall market confidence. 🦧 price in [----] https://t.co/ROBytN45Cu 🦧 price in [----] https://t.co/ROBytN45Cu"
X Link 2025-11-22T07:36Z [---] followers, [---] engagements
"Jitters over AI spending set to grow as US tech giants flood bond market NEW YORK Nov [--] (Reuters) - Investors are growing uneasy that the rapid rise in public debt to fund AI investments could strain the U.S. corporate bond market and eventually dampen the appeal of tech stocks even though leverage at most major companies remains low for now. Big tech firms are aggressively turning to debt markets to build AI-ready data centers a shift from their traditional reliance on cash. Since September four major hyperscalers have issued nearly $90 billion in public bonds: Alphabet $25 billion Meta $30"
X Link 2025-11-23T07:12Z [---] followers, [--] engagements
""Negativity comes mostly from the media; its influencing retail investors or people who are not dedicated tech analysts or investors." _ Nvidia Corp. (NVDA) F3Q follow-up with Investor Relations Stewart Stecker Investor Relations Investor feedback Callbacks have been positive; no signs in conversations that analysts or institutional investors are worried. Negativity comes mostly from the media; its influencing retail investors or people who are not dedicated tech analysts or investors. General concerns are AI bubble financing and circularity nonsense; these are not core topics in"
X Link 2025-11-23T07:30Z [---] followers, [---] engagements
"Nvidias lion buy omission Nvidia beat the planet is saved. Away from the companys spectacular revenue growth you can sell the pickaxes and shovels before people find the gold Nvidia made an interesting presentational adjustment in its latest results. Singapore has been a sore spot lately. The Lion City grew to be the chipmakers second-biggest billing location last year. In its full-year results the company caveated the figures thus: Singapore represented 18% of fiscal year [----] total revenue based upon customer billing location. Customers use Singapore to centralize invoicing while our"
X Link 2025-11-23T13:47Z [---] followers, [---] engagements
"With AI ASIC interposers growing in size interest in Intel's EMIB is rising. For $META 'Arke' project MediaTek is proposing an EMIB-based solution competing against $AVGO CoWoS proposal. We believe $MRVL is similarly exploring this advanced packaging technology for its future $MSFT Maia solutions. Intels EMIB Becomes an Alternative to TSMCs CoWoS Rumors Say Marvell and MediaTek Are Eager to Try Recently as TSMCs CoWoS advanced packaging capacity has become extremely tight only a handful of leading AI chip makers have the ability to lock in capacity on a large https://t.co/2ZP9JLkcUp Intels"
X Link 2025-11-24T01:39Z [----] followers, 18.8K engagements
"If you're still simplifying CXMT as "DRAM only" and YMTC as "NAND only" you're missing the entire picture (you're not getting it). You cannot apply standard Western business norms to Chinese state-backed tech. My contacts told me that both companies are actively developing both DRAM and NAND simultaneously. They are also developing a complete memory portfolio that can compete with Western rivals. Nikkei) Chinese Semiconductor Memory Surpasses 10% Global Market Share. Tech Catch-up Driven by Division The presence of China in the memory sector used for data storage is growing. In the long-term"
X Link 2025-11-24T01:51Z [---] followers, [----] engagements
"Is the $AAPL foldable phone still slated for release in 2H26 or is it being delayed to [----] _ Apples "Crease-Free" Foldable iPhone Adds Key Selling Point Supply chain reports indicate a breakthrough in Apple's development of a foldable iPhone. The company has reportedly resolved the crease issuethe most criticized aspect of non-Apple foldable devicesachieving a "crease-free design." It is set to become the market's first truly crease-free foldable phone adding a major selling point for the new model's launch next year. It is understood that Hon Hai (Foxconn) Group (2317) has already"
X Link 2025-11-24T02:18Z [---] followers, [---] engagements
"For $AAPL there will be two chips: Baltra Complex architecture. $AVGO will handle the I/O die while $AAPL handles the compute die. This chip will be inference-focused. Server CPU Meaningful shipments will not begin until [----]. Baltra is Broadcom and they are missing xAI's ASIC (also Broadcom) Marvell might lose Maia [---] Baltra is Broadcom and they are missing xAI's ASIC (also Broadcom) Marvell might lose Maia 300"
X Link 2025-11-25T02:47Z [----] followers, [----] engagements
"$NVDA We can all agree that NVIDIA products remain the gold standard for performance today but there is no denying the elephant in the room: the price is too high. We cannot expect CSPs to sustain this level of expenditure indefinitely. I believe the total computing TAM will undeniably grow but CSPs will rely more and more on their own ASICs. GPUs will serve a distinct role in the enterprise market which lacks the technical resources or budget to build custom chips due to the high entry barrier. _ Nvidia says its GPUs are a generation ahead of Googles AI chips Nvidia said on Tuesday its tech"
X Link 2025-11-26T03:11Z [----] followers, [---] engagements
"$AAPL Apple iPhone shipments to beat Samsung for the first time in [--] years report says Apple is set to ship more smartphones than Samsung in [----] the first time it will have done so in [--] years Counterpoint Research said in a note on Wednesday. Apple will ship around [---] million iPhone units this year versus [---] million shipments from Samsung Counterpoint told CNBC. Apple is likely to end up with a 19.4% share of the global smartphone market while Samsungs share will be 18.7%. Shipments refer to the number of devices vendors ship to retail channels and do not directly equal sales. However"
X Link 2025-11-27T01:37Z [----] followers, [---] engagements
"$INTC $TSM I recently discussed the news regarding Mr. Lo's move to Intel with my supervisor. My initial assessment was that $TSM's internal controls would mitigate the risk and that a single executive no matter how experienced would have limited influence on $INTC's overall trajectory. However my supervisor raised a countered to me: what if Mr. Lo were to bring a core group of engineers with him _ Intel Announces Full Support for Ex-TSMC Executive in Upcoming Lawsuit as CEO Lip-Bu Tan Says Theres No Merit to Technology Transfer Allegations Intel has responded to TSMCs lawsuit against former"
X Link 2025-11-27T02:23Z [---] followers, [---] engagements
"My checks confirm a different reality than street rumors: SK Hynix Samsung and Micron (yes Micron) are all on schedule for HBM4. Samsung is catching up fast. On pricing SK Hynix is only 3% more expensive than Samsung with Samsung and Micron priced similarly. I am confident in my contacts (who have strong connections with the memory companies) the recent speculation that SK Hynix is struggling with HBM4 is therefore somewhat surprising. Funny thing is Samsung is playing a split game: fighting a price war on HBM3e but a performance war on HBM4. By leaping to the 1c node for HBM4 (while SK Hynix"
X Link 2025-11-28T01:30Z [----] followers, 11.1K engagements
"Please note that this post was not made in bad faith. I was skeptical (please check my previous posts) when I first saw AYZs post about $AVGO role in the TR supply chain. Then Morgan Stanley and Fubon Research denied the rumors which initially reaffirmed my view that AYZ was wrong this time. However an analyst from Nomura (one of the best semiconductor analysts in my view) also mentioned seeing $AVGO involvement. This made me want to dig deeper and my contact just shared the latest developments. Of course my contact could be wrongit might just be a pilot run or something else (perhaps"
X Link 2025-11-28T13:12Z [----] followers, [----] engagements
"The first phase of the deal covers 400k TPUv7 Ironwoods worth $10 billion in finished racks that Broadcom will sell directly to Anthropic. TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you save Next Generation TPUv8AX and TPUv8X versus Vera Rubin All the 3D Torus Cube Diagrams you could https://t.co/tNaVY8mdbS TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you"
X Link 2025-11-28T16:04Z [----] followers, 11.4K engagements
"No one needs to put in the hard work; you just have to say the word. One of China's top tech influencers MediaStorm just released its latest video discussing the creator and AI dilemma. Strongly recommended. "The train shot just now was actually generated by a model from early [----]. What about now Did you notice These are all fake. This is fake. This is fake. This is also fake. They're all fake. It's all AI-generated. Even I am fake. Hey how about swapping the background to the Grand Canyon We're just kidding everyonehow could it be fake It's just that I'm not Tim; I can be anything. I am"
X Link 2025-11-29T07:25Z [----] followers, 238.7K engagements
"Right thats why $NVDA is squeezing the vendors margins right now. (rail cooling rack assembely etc) Dylan is being tongue-in-cheek but hes not wrong. Nvidia was extremely dominant for the last [--] years New competitors will cause a reduction in market share and margin compression (but TAM is big so revenue/profits won't go down) 75% GM is just unsustainable Hyperscalers will https://t.co/PKD3aJbnaN Dylan is being tongue-in-cheek but hes not wrong. Nvidia was extremely dominant for the last [--] years New competitors will cause a reduction in market share and margin compression (but TAM is big so"
X Link 2025-11-29T09:31Z [----] followers, [----] engagements
"TPU Internal Forecast _ Q: Regarding the shipment outlook for V8 in the year after next has the customer provided any forecast guidance A: Based on our understanding Google's internal forecast for the year after next is [--] million units but we believe actual shipments will not reach this figure. If shipments to Google reach [---] million units in [----] that would be an excellent result. In a best-case scenario it might reach [--] million. The [--] million figure is merely Google's target; realistically it is difficult to achieve. From our side we heard directly from Google the TPU it inquires went 2.5"
X Link 2025-12-01T01:30Z [----] followers, 80.2K engagements
"@TShirtnJeans2 I think SemiAnalysis just published a report [--] days ago about the Anthropic allocation details and you have to factor in "potential" deals with Meta"
X Link 2025-12-01T01:57Z [----] followers, [---] engagements
"Even after its steep price drop the companys stock trades at [---] times forward earnings. "Jefferies analysts called Palantirs valuation extreme and argued investors would find better risk-reward in AI names such as Microsoft and Snowflake. Analysts at RBC Capital Markets raised concerns about the companys increasingly concentrated growth profile while Deutsche Bank called the valuation very difficult to wrap our heads around." Palantir has worst month in two years as AI stocks selloff https://t.co/lzobjUi9S7 Palantir has worst month in two years as AI stocks selloff https://t.co/lzobjUi9S7"
X Link 2025-12-01T02:46Z [----] followers, [----] engagements
"With more people using their Thanksgiving weekend idle time to say make AI videos of cats as angry service industry cashiers.😂 _ Sora and Google's Nano Banana Pro Are Slammed So They've Scaled Back Free Videos and Images Maybe it's because of the holiday weekend. OpenAI's video generator Sora and Google's image generator nano banana pro are placing new limits on how many videos (in the case of Sora) and AI images (in the case of nano banana pro) you can make per day. With more people using their Thanksgiving weekend idle time to say make AI videos of cats as angry service industry cashiers"
X Link 2025-12-01T03:10Z [----] followers, [---] engagements
"https://tech.yahoo.com/ai/articles/sora-googles-nano-banana-pro-173000567.html https://tech.yahoo.com/ai/articles/sora-googles-nano-banana-pro-173000567.html"
X Link 2025-12-01T03:11Z [----] followers, [---] engagements
"NVIDIA: CoWoS-L demand upgraded from [------] to [------] wafers; B40 downgraded to [--] million units. Broadcom: CoWoS-S up from [------] to [------] wafers; CoWoS-L reduced by [-----] wafers due to Meta ASIC design changes but overall from [------] to [------] wafers. MediaTek: CoWoS-S wafers up from [-----] to [-----]. Good Morning 12/2 Foreign Media Summary - AI Supply Chain Tracking Report: US Firms Upgrade TSMC's CoWoS & 3nm Capacity Estimates US investment banks based on recent channel checks have upgraded CoWoS capacity estimates again. Previously raised by 20-30% for next year now Good Morning 12/2"
X Link 2025-12-02T01:32Z [----] followers, [----] engagements
"MS: Are Broadcom and Marvell (both covered by Joe Moore) getting involved in Trainium3 production The short answer is yes. IYKYK Just in: I'm not sure if I can share this but it seems that $AVGO did break into Trainium [--] back-end by proposing an Intel-EMIB solution and will gain share from Alchip and $MRVL (should be proportionally decreased). One more thing: $AVGO is also very "active" in Trainium [--]. Just in: I'm not sure if I can share this but it seems that $AVGO did break into Trainium [--] back-end by proposing an Intel-EMIB solution and will gain share from Alchip and $MRVL (should be"
X Link 2025-12-02T02:05Z [----] followers, [---] engagements
"Both Samsung(aggressive) and SK Hynix are upgrading their [----] HBM sales plans. Samsung is scheduled to run its HBM4 qualification tests this week. If the results come back positive theyll immediately move into full-scale mass production. https://t.co/qHHImT0ssy Samsung is scheduled to run its HBM4 qualification tests this week. If the results come back positive theyll immediately move into full-scale mass production. https://t.co/qHHImT0ssy"
X Link 2025-12-02T02:24Z [----] followers, 13.1K engagements
"AlphaFold really confirmed the underlying principle and the vision that if we are developing this technology this artificial intelligence what is the most meaningful thing humanity can use that thing for And I think science is the perfect use case for AI. I wont say its the only use case but it is definitely the most compelling use case. AGI. Soon enough. https://t.co/cTMG3n2d9A AGI. Soon enough. https://t.co/cTMG3n2d9A"
X Link 2025-12-02T03:56Z [----] followers, [---] engagements
"https://fortune.com/2025/11/28/google-deepmind-alphafold-science-ai-killer-app/ https://fortune.com/2025/11/28/google-deepmind-alphafold-science-ai-killer-app/"
X Link 2025-12-02T03:56Z [----] followers, [---] engagements
"Selling $NVDA to bet on OpenAi _ SoftBanks Son Cried About Nvidia Stake Sale to Fund AI Bets (Bloomberg) -- SoftBank Group Corp. founder Masayoshi Son said he wouldnt have sold off Nvidia Corp. shares if his company had unlimited money to bankroll its next investments in artificial intelligence which include a big bet on OpenAI. Son addressing for the first time the surprise November disclosure that SoftBank had unloaded its entire stake in the worlds most valuable company also slammed talk of an AI investment bubble. The Japanese company simply needed to raise capital to fund projects"
X Link 2025-12-02T04:28Z [----] followers, [---] engagements
"BofA on $AVGO: TPU may match GB300 but likely not Vera Rubin. As shown in Exhibit [--] TPUv7 is more power-efficient than NVIDIAs GB300 for workloads it is optimized for such as pre-training and FP8 LLM training (5.42 TFLOPs/W for TPU vs. [----] TFLOPs/W for GB300). TCO can be up to 40% lower for FP8 though up to 45% higher for FP4/NVFP4. While this highlights TPU competitiveness real-world performance may vary significantly due to workload type ecosystem/model support and software optimization. Moreover NVIDIAs Vera Rubin (2H26) with HBM4 new Kyber racks and architectural upgrades could deliver"
X Link 2025-12-03T01:17Z [----] followers, 53.5K engagements
"Any thoughts @hhuang And the story will go back to why Google is adopting a dual-vendor sourcing model right now: to reduce reliance on $AVGO. Therefore Google must retain the ASIC that is wholly designed by itself. @hhuang And the story will go back to why Google is adopting a dual-vendor sourcing model right now: to reduce reliance on $AVGO. Therefore Google must retain the ASIC that is wholly designed by itself"
X Link 2025-12-03T01:33Z [----] followers, [----] engagements
"@techvisionasia Nothing new but it set the tone"
X Link 2025-12-03T01:35Z [----] followers, [---] engagements
""Theres a catch: Amazons chips lack the deep software libraries that help customers get Nvidias graphics processing units up and running fast. Bedrock Robotics a company that uses artificial intelligence models to enable construction equipment to operate autonomously runs its infrastructure on AWS servers. But when it comes to building models to help guide an excavator Bedrock uses Nvidia chips according to Chief Technology Officer Kevin Peterson.""
X Link 2025-12-03T01:56Z [----] followers, [----] engagements
"Didn't see it coming 😅 _ Samsung launches its first multi-folding phone as competition from Chinese brands intensifies Samsung Electronics on Monday announced the launch of its first multi-folding smartphone as it races to keep pace with innovations from fast-moving rivals. The long-anticipated Galaxy Z TriFold will go on sale in South Korea on Dec. [--] with launches to follow in other markets including China Taiwan Singapore and the United Arab Emirates the company said in a press release. The phone will be available in the U.S. during the first quarter of [----] with more details to be shared"
X Link 2025-12-03T02:57Z [----] followers, [---] engagements
"https://www.cnbc.com/2025/12/02/samsung-galaxy-z-trifold-first-multi-folding-phone-smartphone-competition-chinese-brands-huawei-apple.html https://www.cnbc.com/2025/12/02/samsung-galaxy-z-trifold-first-multi-folding-phone-smartphone-competition-chinese-brands-huawei-apple.html"
X Link 2025-12-03T02:57Z [----] followers, [---] engagements
"Stop right there. That's why you cannot only count CoWoS-S capacity from $TSM. 😃 Hint: Think about why Interposer Business from PSMC is growing. Fubon: Sell-side forecasts for [----] TPU production are far too optimistic whereas the projections for [----] are reasonable. According to Fubon Research analysts Sheman Shang and Vincent Cho the optimistic forecast of producing [--] million TPUs in [----] is facing significant Fubon: Sell-side forecasts for [----] TPU production are far too optimistic whereas the projections for [----] are reasonable. According to Fubon Research analysts Sheman Shang and"
X Link 2025-12-03T11:49Z [----] followers, 15.3K engagements
"Hint [--] : TSMC will not expand CoWoS-S but only CoWoS-L in the future. $AVGO must find alternatives"
X Link 2025-12-03T12:09Z [----] followers, [---] engagements
"Google Nvidia and OpenAI from Stratechery "Blackwell margins are doing just fine I should note as they should be in a world where everyone is starved for compute. Indeed that may make this entire debate somewhat pointless: implicit in the assumption that TPUs might take share from GPUs is that for one to win the other must lose; the real decision maker may be $TSM which makes both chips and is positioned to be the real brake on the AI bubble.""
X Link 2025-12-03T13:46Z [----] followers, [----] engagements
"1. The True Moat: Consumer Aggregation Strength: OpenAI's core moat is its massive consumer market powerover [---] million weekly ChatGPT users. Aggregation Theory: Controlling demand (users) trumps everything else. Changing the habits of hundreds of millions of consumers is an individual long-term battle unlike a corporate decree to switch hardware. API Market: The developer API market is also sticky as developers hesitate to switch the foundational model underpinning their product but API costs (where Google has a structural advantage) will increasingly matter"
X Link 2025-12-03T13:53Z [----] followers, [---] engagements
"2. The Fatal Flaw: Refusal to Adopt Advertising OpenAI's refusal to launch and iterate on an advertising product for ChatGPT is a dereliction of business duty especially given its trillion-dollar compute commitments"
X Link 2025-12-03T13:54Z [----] followers, [---] engagements
"1. The CUDA Challenge (The Software Moat) Vulnerability: The CUDA developer ecosystem creates lock-in but a handful of highly concentrated hyperscaler customers have the resources to build alternative software stacks and become hardware-agnostic. Analogy: This mirrors AMDs rise in the data center where large hyperscalers rewrote low-level software to be agnostic between Intel and AMD letting performance and cost prevail. Incentive: Massive capital expenditure plans (hundreds of billions of dollars) create strong incentives to find cheaper alternatives to NVIDIA fueling efforts to break the"
X Link 2025-12-03T14:01Z [----] followers, [---] engagements
"$NVDA And that non-profit company is named OpenAI.🔥 _ Jensen Huang: .By [----] I had I had built this computer called the DGX1. I announced it at GTC and at one of our annual annual events and I described this deep learning thing computer vision thing and this computer called DJX1. The audience was like completely silent. They had no idea what I was talking about. And I was lucky because I I had known Elon. And when I announced this thing nobody in the world wanted it. I had no purchase orders. Not not one. Nobody wanted to buy it. Nobody wanted to be part of it except for Elon. :He goes 'You"
X Link 2025-12-04T02:14Z [----] followers, [---] engagements
"Dawn of Russia-Ukraine Ceasefire Emerges; BDI Soars to 2-Year High; Bulk Shipping Stocks All Set Sail and Surge U.S. President Trump recently stated that Russian President Putin expressed a willingness to end the Russia-Ukraine war during their talks. Russia has also indicated it accepts parts of the U.S. proposal and is ready to continue meetings with the U.S. negotiating team. As hopes for a Russia-Ukraine ceasefire strengthen and with massive post-war reconstruction business opportunities on the horizon the Baltic Dry Index (BDI) latest quote has rushed to a new high since early December"
X Link 2025-12-04T02:26Z [----] followers, [---] engagements
"Nvidia CEO Jensen Huang talks chip restrictions with Trump blasts state-by-state AI regulations $NVDA CEO Jensen Huang met with President Donald Trump on Wednesday and discussed chip export restrictions as lawmakers consider limiting exports of advanced AI chips to countries like China. Ive said repeatedly that we support export controls and that American companies should have the best the most and the first Huang told reporters on Capitol Hill. Lawmakers had considered including the Guaranteeing Access and Innovation for National Artificial Intelligence Act in the National Defense"
X Link 2025-12-04T02:55Z [----] followers, [---] engagements
"https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html"
X Link 2025-12-04T02:55Z [----] followers, [---] engagements
"AI investment M&A poised to increase corporate financing needs next year NEW YORK Dec [--] (Reuters) - Big tech companies' investments in artificial intelligence and busier M&A activity will raise debt issuance by investment-grade companies next year bank executives said on Wednesday at the Reuters NEXT conference in New York. The funding needs of the top five U.S. technology firms could reach almost $100 billion in [----] said Meghan Graper global head of debt capital markets at Barclays. Big tech firms are turning aggressively to debt markets to build AI-ready data centers a shift for Silicon"
X Link 2025-12-04T03:22Z [----] followers, [---] engagements
"Now $NVDA is also the World Bank of AI.😆 $5B into $INTC $1B in Nokia $2B in $SNPS $10B to Anthropic that's $18 billion in commitments across those four deals excluding smaller VC investments. This doesn't even include the $100 billion commitment to buy OpenAI shares over several years (though no definitive agreement is pending). It looks more like deploying a capital firewall. _ Nvidia has a cash problem -- too much of it When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys it was just the latest in a string of massive investments announced by the"
X Link 2025-12-04T13:40Z [----] followers, [----] engagements
"Nice Piece _ How $CLS Became Googles Secret Weapon Beyond Taiwans Supply Chain by Tech Taiwan (1) The swagger of that remark reminded me of what Musk said at $TSLA shareholder meeting last month: All I think about now is chips. He also said at the time that chips were simply too scarce so he was evaluating the construction of a Tera Fab even larger than $TSM Giga Fabpossibly a complex of ten fabs that would ultimately reach a monthly capacity of [--] million wafers. Most people in Taiwans semiconductor industry consider this a joke. But the aforementioned packaging-plant plan suggests that Musk"
X Link 2025-12-04T14:52Z [----] followers, [----] engagements
"$CLS is beating Taiwan at its own game 200G Switch Market Share: $CLS 41% vs. Accton 11%. Revenue: $7B in connectivity alone (3x Acctons size). $GOOG for TPU clusters and 1.6T liquid-cooled switching. _ How $CLS Became Googles Secret Weapon Beyond Taiwans Supply Chain by Tech Taiwan (2) Back to American manufacturing. As a child I lived briefly in Greeley Colorado. A veteran HP executive mentioned Rick Tsai (former MediaTek CEO ex-TSMC) once lived nearby in Fort Collins a major HP hub. HPs semiconductor division became Avago (now Broadcom); another factory was sold to Canadian EMS firm"
X Link 2025-12-04T15:00Z [----] followers, [----] engagements
"Samsung "finally" passed $NVDA HBM3e qualification and raised internal [----] HBM forecasts. Now they are converting 40% of HBM capacity back to DDR5 Doesn't seem right from my view. _ Samsung Electronics is reducing HBM3E production converting about 40% to universal DRAM. Samsung Electronics plans to significantly cut 10nm-class 4th-generation (1a) DRAM-based HBM3E production capacity. To maximize profitability next year it will shift focus to general-purpose DRAM which has higher margins than HBM3E. Despite redesign efforts 1a DRAM is underutilized and will see reduced priority. An industry"
X Link 2025-12-05T02:26Z [----] followers, [----] engagements
"Sam also need to make some dishes to poach talents. 👨🍳👍➡🧑💻🧑🏼💻 someone get him on [--] questions with Vogue please https://t.co/QU76tctOXQ someone get him on [--] questions with Vogue please https://t.co/QU76tctOXQ"
X Link 2025-12-05T03:46Z [----] followers, [---] engagements
"https://fortune.com/2025/12/03/mark-zuckerberg-hand-delivering-soup-poach-talent-openai-sam-altman/ https://fortune.com/2025/12/03/mark-zuckerberg-hand-delivering-soup-poach-talent-openai-sam-altman/"
X Link 2025-12-05T03:47Z [----] followers, [---] engagements
"@ansonchang514 I think NVlink is for Scale up not Scale out"
X Link 2025-12-05T06:22Z [----] followers, [--] engagements
"If you were the Chinese government would you allow $NVDA to dominate your market with products that are explicitly defined as "inferior"lagging 3-4 generations behind Bernstein: We do not expect NVIDIA to resume sales in China amid the ongoing backdoor investigation as a result local players are expected to capture 90% of the market share by [----]. https://t.co/PZJFyUhQ2q Bernstein: We do not expect NVIDIA to resume sales in China amid the ongoing backdoor investigation as a result local players are expected to capture 90% of the market share by [----]. https://t.co/PZJFyUhQ2q"
X Link 2025-12-05T06:54Z [----] followers, [----] engagements
"@GARRlS0N Prefer the latter. Same dynamic as AI compute: huge TAM overall but AI ASICs will outpace AI GPUs in growth rate"
X Link 2025-12-05T07:07Z [----] followers, [--] engagements
"@ansonchang514 That assumes AWS buys the "Full Nvidia Stack.""
X Link 2025-12-05T07:45Z [----] followers, [--] engagements
"JPM: MediaTek has proposed using Intel EMIB for 2nm-based TPUs (v8e) or the Meta "Arke" 2nm ASIC project. Depending on whether these are awarded ramping could start in [----]. GF Securities: we expect TPU v8e to adopt EMIB-T in [----]. IYKYK maybe more to come. https://t.co/pBXni2XtxD GF Securities: we expect TPU v8e to adopt EMIB-T in [----]. IYKYK maybe more to come. https://t.co/pBXni2XtxD"
X Link 2025-12-05T12:39Z [----] followers, [----] engagements
"I was not aware of this report. Turns out my contact is accurate. CoPoS is coming stay tuned _ JPM: Panel-level / CoPoS $TSM in the drivers seat ASE and PTIs progress uncertain. Panel-level pilot lines at Visera. We believe TSMC should complete its engineering/pilot line for 310x310mm panel-level packaging (CoPoS) by early [----] with more concrete adoption timeline decisions in 2H26. NVDA is likely the first customer to adopt CoPoS in [----] (with Feynman) assuming technology maturity and manufacturing hurdles are overcome. Equipment vendors should start receiving CoPoS capacity buildout orders"
X Link 2025-12-05T12:50Z [----] followers, 53.3K engagements
"Is $MSFT Griffin endangered too If Maia 300(Griffin) face any delayed issues I am inclined to believe $MSFT will buy more $NVDA GPUs rather then putting resources in ASICs instead. The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom. https://t.co/1pPgfl5dKl The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom. https://t.co/1pPgfl5dKl"
X Link 2025-12-06T05:49Z [----] followers, [----] engagements
"Quick question: If $TSM CoPoS is on track to MP in [----] or EMIB fall short of expectations will those ASICs proposal to $INTC EMIB be switch back to $TSM CoPoS I will keep monitoring the dynamics.👀 I was not aware of this report. Turns out my contact is accurate. CoPoS is coming stay tuned _ JPM: Panel-level / CoPoS $TSM in the drivers seat ASE and PTIs progress uncertain. Panel-level pilot lines at Visera. We believe TSMC should complete its engineering/pilot I was not aware of this report. Turns out my contact is accurate. CoPoS is coming stay tuned _ JPM: Panel-level / CoPoS $TSM in the"
X Link 2025-12-06T09:33Z [----] followers, 28.7K engagements
"Has anyone heard of the Bladerunner Project an ASIC project from $AVGO"
X Link 2025-12-07T23:44Z [----] followers, [----] engagements
"@CookieAvgo Front End $AVGO back end $GUC"
X Link 2025-12-08T00:50Z [----] followers, [---] engagements
"$NVDA Vera/Grace $GOOG Axion $AMZN Graviton $MSFT Cobalt. More to come unstoppable. "Microsoft's in-house designed 3nm Cobalt [---] CPU is set to replace AMD and Intel's x86 CPUs on a large scale within its own data centers." This reminds me of a recent sell-side report I read which noted that Amazon is also replacing x86 CPUs with its custom-designed ARM CPUs https://t.co/gIcun0ihRN "Microsoft's in-house designed 3nm Cobalt [---] CPU is set to replace AMD and Intel's x86 CPUs on a large scale within its own data centers." This reminds me of a recent sell-side report I read which noted that"
X Link 2025-12-08T01:29Z [----] followers, [----] engagements
"Not great but $AAPL stock is somehow performing very well. What happened Are we missing something be senior AI engineer watching the apocalypse unfold head of machine learning ejects to "advisory role" (ghosting with vesting) design chief gets meta'd takes our interface bible with him legal head and policy czar retire on same day consolidate san diego AI hub: [---] people https://t.co/vSjHKsKsZL be senior AI engineer watching the apocalypse unfold head of machine learning ejects to "advisory role" (ghosting with vesting) design chief gets meta'd takes our interface bible with him legal head and"
X Link 2025-12-08T01:43Z [----] followers, 21.9K engagements
""TSMC will not expand CoWoS-S but only CoWoS-L in the future. $AVGO must find alternatives." Rumor: TSMC is facing a massive surge in orders for CoWoS advanced semiconductor packaging even as CoWoS-L and CoWoS-S remain fully booked media report with orders mainly for AI chips from Nvidia Google Amazon and MediaTek. TSMC has turned to outsourcing CoWoS production to Rumor: TSMC is facing a massive surge in orders for CoWoS advanced semiconductor packaging even as CoWoS-L and CoWoS-S remain fully booked media report with orders mainly for AI chips from Nvidia Google Amazon and MediaTek. TSMC"
X Link 2025-12-08T02:45Z [----] followers, 20.1K engagements
"@TShirtnJeans2 The first thing you have to understand is that it is $TSM not $NVDA that allocates CoWoS capacity to each client and they know the market better than anyone. ( $NVDA always overbooks and $TSM will decide the amount it granted to $NVDA )"
X Link 2025-12-09T01:22Z [----] followers, [--] engagements
"And this story ties back to the question I raised a few days ago: If you were the Chinese government would you allow $NVDA to dominate your market with products explicitly defined as "inferior" To be honest I think the Chinese government will accept this deal despite pushing its own GPUs. However the reality is: where is the CoWoS-S capacity Its so full that I dont think $TSM will be able to take any new orders so the production should go to second-tier packaging vendors. _ Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut; Xi responds positively President Donald Trump"
X Link 2025-12-09T01:33Z [----] followers, 11.3K engagements
"From my recent supply chain check $AVGO will secure 230K CoWoS wafers from $TSM (in line with my earlier forecast check the comment). I respectfully disagree with Fubon Researchs lower estimate. I believe 3.8M TPU units in [----] is highly achievable. Of the 230K 3040K will go to merchant networking (Tomahawk/Jericho) leaving 190200K for TPU 3M units plus 0.4M units from $MTK v7e (see pinned post) plus additional non-TSM CoWoS supply. This puts 3.8M well within reach. The 3.8M target is realistic if second-source packaging capacity scales reliably in [----] thats the main debate. Happy to hear"
X Link 2025-12-09T02:01Z [----] followers, [----] engagements
"Feel bad for $MRVL JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the 20% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the 20% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say"
X Link 2025-12-09T10:59Z [----] followers, [----] engagements
"GF now expects $NVDA to incorporate CPO into the scale-up networking of one version of its [----] Rubin Ultra architecture. _ NVIDIAs scale-up optical solutions could arrive earlier than expected: As mentioned in our previous OCP report on Oct [--] and our series of AI networking reports Google will interconnect over [----] chips via OCS for its TPU v7 exceeding the [---] dies NVIDIA is projected to deploy in [----]. We expect NVIDIA may have begun considering CPO introduction starting with Rubin Ultra in 2H27 specifically for scale-up interconnect within the 576-die architecture. Within this"
X Link 2025-12-10T01:48Z [----] followers, 90.7K engagements
"$MRVL Memory Disaggregation is coming"
X Link 2025-12-10T02:06Z [----] followers, [----] engagements
"While this move reopens the door for U.S. revenue the strategic train has already left the station Neil Shah partner at Counterpoint Research told CNBC on Tuesday. Huang said in a Bloomberg interview in May that Chinese tech giant Huaweis semiconductor products for AI are probably comparable to Nvidias H200. Alibaba and Baidu as well as other Chinese startups are also racing to bring competitive products to Nvidia to the market." _ Nvidia can sell the more advanced H200 AI chip to China but will Beijing want them Nvidia has U.S. government approval to sell its advanced H200 AI chips to China."
X Link 2025-12-10T02:24Z [----] followers, [----] engagements
"@AGT199 @grok lol. From GF: LITE (CW laser) Sumitomo (CW laser) and Browave (shuffle). We also believe China local FAU makers will lead and expect optical module/shuffle suppliers to benefit"
X Link 2025-12-10T03:21Z [----] followers, [----] engagements
"From my check $TSM original Capex for [----] was $46 billion but it will increase to above $50 billion (not $48 billion as MS expected). Let's see _ - [----] TSMC: Strong Monthly Revenue The 4Q revenue QTD has achieved 70% of the US brokerage's estimate better than expected. The brokerage expects 4Q revenue to fall at the upper end of guidance and due to the depreciation of the Taiwan dollar believes the gross margin will also perform better than expected. Apple's smartphone sales exceeding expectations combined with full AI demand have kept N3 and N5/4 capacity utilization rates above 100%."
X Link 2025-12-11T01:32Z [----] followers, [----] engagements
"If only you had listened to me PCB would only be thicker. There is no going back; the trend won't stop. PCB is going to become much thicker in the future (a trend that won't reverse). so Let's go Drill. _ Topoint (8021) Exploding Demand & Global Shortage: As layer counts for AI servers/switches increase and aperture sizes shrink drill bit lifespan has dropped from [----] hits https://t.co/Gl7OZtBMJW PCB is going to become much thicker in the future (a trend that won't reverse). so Let's go Drill. _ Topoint (8021) Exploding Demand & Global Shortage: As layer counts for AI servers/switches"
X Link 2025-12-11T01:41Z [----] followers, [----] engagements
"wow According to Reuters Chinese companies are showing strong interest in NVIDIAs H200 because it outperforms any domestically produced chip. https://t.co/9UtuTlmHSw According to Reuters Chinese companies are showing strong interest in NVIDIAs H200 because it outperforms any domestically produced chip. https://t.co/9UtuTlmHSw"
X Link 2025-12-11T01:44Z [----] followers, [----] engagements
""The product referred to as "10th generation" NAND Flash will see its memory cell stacking increase from the current 8th generation's [---] layers to [---] layers." _ Kioxia Reported to Produce 10th Gen NAND Flash Next Year; Sandisk Shares Surge Japanese NAND Flash giant Kioxia is reported to begin production of its 10th-generation NAND Flash next year (2026) aiming to capture demand from AI data centers. Shares of its US NASDAQ-listed partner Sandisk surged on the news. According to the MoneyDJ XQ Global Winner System Sandisk jumped 6.11% on the 10th closing at $232.86. The Nikkei reported on"
X Link 2025-12-11T01:51Z [----] followers, [----] engagements
"It should be good news that $ORCL is diversifying its client base. Why is everyone selling "Up 433% from last year and up $68 billion since the end of August driven by contracts signed with $META $NVDA and others as we continue to diversify our customer backlog.""
X Link 2025-12-11T02:01Z [----] followers, [----] engagements
"@bkmfcc $TSM is still cheap in my opinion. Imagine if $TSM were a US companywhat valuation it would have haha"
X Link 2025-12-11T02:36Z [----] followers, [---] engagements
"🚀🤯👨🏾🚀 Nvidia-backed startup Starcloud trained an AI model from space for the first time. Last month the company launched a satellite with an Nvidia H100 graphics processing unit. Now the companys Starcloud-1 satellite is running and querying responses from Gemma an open LLM from https://t.co/lLyYkwMhNn Nvidia-backed startup Starcloud trained an AI model from space for the first time. Last month the company launched a satellite with an Nvidia H100 graphics processing unit. Now the companys Starcloud-1 satellite is running and querying responses from Gemma an open LLM from"
X Link 2025-12-11T02:41Z [----] followers, [----] engagements
"@trackingerror1 $AMD has nothing to lose. I think the deal with $OpenAI months ago was a brilliant move. And I think we don't have to discuss $AVGO haha"
X Link 2025-12-11T03:22Z [----] followers, [---] engagements
"Anthropic has placed a second TPU order with $AVGO for late [----] (Lets call it 2027) But Hock Tan denied that $META is also buying TPUs It is not what I expected. _ "We received a $10 billion order for the latest TPU Ironwood Racks from Anthropic and in this quarter (Q4) we received an additional $11 billion order from the same customer for delivery in late [----] but that does not mean our other two customers are using TPUs." Timeline same as my assumptions. $AVGO on $OpenAI Deal : "more like [----] [----] [----] Ben not [----]. Its more like [----] [----] [----] [--] gigawatts. That was the OpenAI"
X Link 2025-12-12T01:46Z [----] followers, 23.3K engagements
"Told. _ Macquarie on $GUC: Strong pipeline: We believe the strong sales acceleration that started in late 3Q25 came from the ramp of the new CSP project (Google CPU) which should continue to drive growth through [----] (with a likely 4Q25 sales beat and upward revisions to consensus earnings for [----] and 2027). We also think multiple other projects (other CSP CPU and AI ASIC) as well as potential $TSLA and new NAND controller projects should keep driving strong sales growth through [----]. Additional upside could come if foundry capacity for crypto-related orders becomes more available in 2026."
X Link 2025-12-12T03:56Z [----] followers, [----] engagements
"I have repeatedly shared that I don't think there is enough capacity for both front-end and back-end from $TSM. A comment on my original post: " $NVDA is always like [--] chess moves ahead of you. You don't think they've been preparing for exactly this outcome for the past 6-12 months You assume you know what's going on at TSM; you have no idea." He was so wrong to think everything was prepared and I'm glad the author of this report shares exactly the same thoughts as mine. Stick to reality; ignore the hero worship. _ Can $NVDA Scale Up H200 Production to Meet Chinese Demand Reuters reported on"
X Link 2025-12-13T13:31Z [----] followers, [----] engagements
"I have shared my view on $AVGO earnings I have no intention and find no reason to stop buying it. The lower margin percentage is completely natural given $AVGO shift from selling individual chips to delivering entire rack-scale solutions (thermal management mechanical parts.) Total gross margin dollars will explode. Overall speaking bullish on $AVGO. AI revenue +65% YoY to $20B. Healthy backlog dominating both compute and connectivity (Tomahawk [--] booking). They own the road and the cars. Job well done. Overall speaking bullish on $AVGO. AI revenue +65% YoY to $20B. Healthy backlog dominating"
X Link 2025-12-15T01:40Z [----] followers, 25.6K engagements
"@Jespabe No one knows. You'll have a better picture in 4Q26. I'd say it weighs more on product performance"
X Link 2025-12-15T09:11Z [----] followers, [--] engagements
"@Jespabe Still checking. Customers always want more (e.g. $NVDA). It always differs from what $TSM is willing to allocate"
X Link 2025-12-15T09:40Z [----] followers, [--] engagements
"@Jespabe There is no "must' in the business world and it is $TSM not $GOOG that will allocate CoWoS capacity"
X Link 2025-12-15T09:57Z [----] followers, [--] engagements
"@Mojo_flyin I think the norms (pass through)they are saying is in the future rack-level business not current chip business"
X Link 2025-12-15T22:36Z [----] followers, [---] engagements
"Morgan Stanley reports that core components (CPUs chipsets) may see price hikes due to capacity overlap with cloud demand. This suggests tight supply chains are spreading beyond just AI-specific parts. Consistent with my previous view I expect this to coincide with strong growth in general-purpose servers for inferencing in [----]. My current focus is on a socket company trading at a low PE relative to the sector and well-positioned for a volume recovery in general servers next year. Please do also expect strong growth in General Servers for inferencing purposes in [----]. _ [----] outlook: AWS"
X Link 2025-12-16T01:52Z [----] followers, 51.7K engagements
"Sigh. When the stock is up: $AVGO's backlog is praised as "high-quality visibility" anchored by key clients with strong adoption. When the stock is down: The same data is framed as "concentration risk." This MS note is consistent with a lot of what I heard from investors on $AVGO. Growth is there but modeling is tricky/blurry. Margins come down understandably (will be fine) and XPU customer concentation is a risk (but not for a few years if ever a real issue). https://t.co/16qzjIGep3 This MS note is consistent with a lot of what I heard from investors on $AVGO. Growth is there but modeling is"
X Link 2025-12-16T02:30Z [----] followers, 10.3K engagements
"Embrace the discount. _ China brings EV price war to Thailand dangling 38% discounts Chinese electric vehicle (EV) makers have brought aggressive discounting to Thailand amid fierce domestic competition offering up to 38% off to attract budget-conscious buyers. BYD cut prices on its Seal sedan by as much as 38% in October and promised compensation for further reductions on some models this year. SAIC Motor slashed 27% off its MG4 hatchback while Cherys promotional pricing for the Jaecoo J5 secured nearly [-----] orders despite delivery waits. The steep discounts drove over 20% sales growth in"
X Link 2025-12-16T02:43Z [----] followers, [----] engagements
"@finkd _ Metas Trusted Experts Helped Me Run Scam Ads on Facebook and Instagram A Reuters reporter created ads promising unrealistic investment returns and easily placed them on Meta's social media platforms SAN FRANCISCO - For a week in November Facebook and Instagram featured ads that showed cash and cryptocurrency raining down on a man at his computer. The ads asked viewers if they wanted to make a weekly return of 10% on their money a highly improbable annualized rate of more than 14000%. The ads tested policies at Meta owner of the social media platforms against promotions for"
X Link 2025-12-16T03:04Z [----] followers, [---] engagements
"@finkd _ Metas Trusted Experts Helped Me Run Scam Ads on Facebook and Instagram A Reuters reporter created ads promising unrealistic investment returns and easily placed them on Meta's social media platforms. SAN FRANCISCO - For a week in November Facebook and Instagram featured ads showing cash and cryptocurrency raining down on a man at his computer. The ads asked viewers if they wanted a 10% weekly return on their moneya highly improbable annualized rate of over 14000%. The ads tested Meta's policies against get-rich-quick schemes yet they ran anyway. They appeared in the feeds of more"
X Link 2025-12-16T03:06Z [----] followers, [---] engagements
"Re Reaffirm: not $AMD Venice CPU but Gaming GPU I find this kind of reporting rather baffling as if tape-out decisions at a foundry were as simple as ordering pizzapick whichever vendor you like and switch at any time. Even if AMD were to finalize a 2nm collaboration with Samsung in January next year the product sent for tape-out would not be Venice which is already in volume production at TSMC. It would be a newly initiated project and even under the most aggressive timeline mass production would only arrive around late [----] to sometime in [----]. In addition Samsungs SF2 process is roughly on"
X Link 2025-12-16T08:16Z [----] followers, [----] engagements
"Shares of Chinese chipmaker MetaX soar over 500% in blockbuster Shanghai debut Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared more than 500% on their market debut Wednesday after the company raised nearly $600 million in its initial public offering. Shares priced at [------] yuan in the IPO surged to over [---] during the debut marking a 561% jump. Similar to Moore Threads which saw a strong debut earlier this month MetaX develops graphics processing units for artificial intelligence applications tapping into a fast-growing sector driven by rising AI adoption"
X Link 2025-12-17T02:22Z [----] followers, [---] engagements
"https://www.cnbc.com/2025/12/17/chinese-chipmaker-metax-shares-soar-shanghai-debut.html https://www.cnbc.com/2025/12/17/chinese-chipmaker-metax-shares-soar-shanghai-debut.html"
X Link 2025-12-17T02:22Z [----] followers, [---] engagements
"Morgan Stanley now expects $NVDA to take 20% $AAPL 16% $AVGO 11% $AMD 8% and $INTC 6% of $TSM's [----] revenue contribution. There is no going back. Nvidias importance to TSMC will only grow. This inevitably weakens Apple's bargaining power on pricing and capacity priority. I believe this is the strategic driver behind Apple's collaboration with Intelthey need an alternative as TSMCs capacity shifts toward AI. https://twitter.com/i/web/status/2001118891138040186 https://twitter.com/i/web/status/2001118891138040186"
X Link 2025-12-17T02:34Z [----] followers, 37.5K engagements
"So it seems that Bladerunner from xAI is the fifth client for $AVGO Has anyone heard of the Bladerunner Project an ASIC project from $AVGO. https://t.co/3v4Z2fzqPn Has anyone heard of the Bladerunner Project an ASIC project from $AVGO. https://t.co/3v4Z2fzqPn"
X Link 2025-12-17T02:43Z [----] followers, [----] engagements
"Like I shared before. Morgan Stanley expects the general server CPU strength to offset the PC CPU and smartphone SoC foundry demand downside. Morgan Stanley reports that core components (CPUs chipsets) may see price hikes due to capacity overlap with cloud demand. This suggests tight supply chains are spreading beyond just AI-specific parts. Consistent with my previous view I expect this to coincide with strong https://t.co/HtPDO6dM4K Morgan Stanley reports that core components (CPUs chipsets) may see price hikes due to capacity overlap with cloud demand. This suggests tight supply chains are"
X Link 2025-12-17T02:57Z [----] followers, [----] engagements
"Okay here we go again. Scoop: OpenAI is in talks to raise at least $10 billion from Amazon and use its AI chips. Read more from @AnissaGardizy8 @SriMuppidi @CoryWeinberg and @Amir 👇 https://t.co/PqPmhcQLB8 Scoop: OpenAI is in talks to raise at least $10 billion from Amazon and use its AI chips. Read more from @AnissaGardizy8 @SriMuppidi @CoryWeinberg and @Amir 👇 https://t.co/PqPmhcQLB8"
X Link 2025-12-17T03:15Z [----] followers, [----] engagements
"https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chipsutm_campaign=&utm_content=&utm_medium=organic_social&utm_source=bluesky%2Cfacebook%2Clinkedin%2Cthreads%2Ctwitter https://www.theinformation.com/articles/openai-talks-raise-least-10-billion-amazon-use-ai-chipsutm_campaign=&utm_content=&utm_medium=organic_social&utm_source=bluesky%2Cfacebook%2Clinkedin%2Cthreads%2Ctwitter"
X Link 2025-12-17T03:16Z [----] followers, [---] engagements
"@icnewer ASICs"
X Link 2025-12-17T03:18Z [----] followers, [---] engagements
"@OrenTirosh @mhaeberli Qualcomm"
X Link 2025-12-17T11:48Z [----] followers, [---] engagements
"@Mojo_flyin This should happen as long as the AI bubble doesn't burst"
X Link 2025-12-17T13:37Z [----] followers, [---] engagements
"Samsung Memory Kickback Allegations: Headquarters Conducts Low-Profile Internal Investigation in Taiwan The global memory market is experiencing its most severe supply shortage and price surge in years driven by structural factors unlike past cycles. Industry players expect tight supply and elevated prices to persist through [----]. Amid this turmoil supply-chain sources report that Samsung Electronics headquarters recently dispatched investigators to Taiwan for a low-profile internal probe. It involves multiple Samsung employees and distributors suspected of receiving kickbacks related to"
X Link 2025-12-18T01:58Z [----] followers, 32.6K engagements
"Has anyone heard any rumors about $AMD encountering technical issues with its MI450 solutionspecifically related to the interposer It appears the concern may be more on the packaging/interposer side rather than the GPU silicon itself or the rack-level design"
X Link 2025-12-18T02:27Z [----] followers, 21.3K engagements
"So $META is helping $GOOG does that mean they have at least some partnership in TPUs _ Exclusive: Google Works to Erode Nvidia's Software Advantage with Meta's Help Google is developing TorchTPU to improve its Tensor Processing Units' compatibility with PyTorch the world's most widely used AI framework and reduce developers' reliance on Nvidia's CUDA ecosystem. This supports Google's plan to position TPUs as a viable alternative to Nvidia's dominant GPUs and boost cloud revenue amid rising AI demand. Hardware alone is not enough for adoption. TorchTPU aims to make TPUs fully compatible and"
X Link 2025-12-18T09:22Z [----] followers, [----] engagements
"No way is this true _ $ORCL stock dipped 5% as Blue Owl Capital pulls out of funding $10 billion data center. Oracle stock dipped 5% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 billion data center in Michigan had stalled although the cloud company later disputed the report. Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township Michigan according to the Financial Times. However the plans fell through due to concerns about Oracles rising debt levels and extensive artificial intelligence spending the"
X Link 2025-12-18T09:49Z [----] followers, [----] engagements
"Some upside for $ORCL haha. $ORCL Silver Lake and Abu Dhabi-based MGX will collectively own 45% of the new entity. _ TikTok signs deal to sell US unit to American investor-led venture TikTok's Chinese owner ByteDance signed binding agreements with three major investors to sell just over 80% of the company's U.S. assets to American and global investors to avoid a U.S. government ban TikTok CEO Shou Zi Chew told employees on Thursday. The deal resolves years of uncertainty about the short-video app's future in the United States since August [----] when then-President Donald Trump first tried"
X Link 2025-12-19T01:31Z [----] followers, 19.6K engagements
"Some Chinese GPU and ASICs development. _ MetaX and Moore Threads IPOs underscore Chinese chipmakers growing challenge to Nvidia It felt like dj vu when shares of chipmaker MetaX Integrated Circuits soared 700% in its Shanghai market debut on Wednesday. Moore Threads surged over 400% on its first day of trading just two weeks earlier. These are the latest Chinese AI chip companies that the countrys investors are pouring money into as it races to develop its own semiconductors and challenge Nvidias dominance amid U.S. export curbs. Both are developing graphics processing units (GPUs) the type"
X Link 2025-12-19T01:43Z [----] followers, [----] engagements
"BofA : While CPO is expensive to adopt lane shipments shift towards higher speed 200G/400G scale-up in large volumes in 2026/27 are expected to drive CPO demand. $COHR/ $LITE are well positioned as critical components suppliers (lasers and external laser source modules) which could help offset any cannibalization of their transceiver businesses. $AVGO is positioning Tomahawk [--] Davisson as an Ethernet switch with CPO for AI Networking while $NVDA s platform approach with Spectrum-X Photonics is slated for 2H26 launch. Further $MRVL s proposed Celestial AI acquisition (1Q26 expected close)"
X Link 2025-12-19T03:57Z [----] followers, 49.6K engagements
"It was inevitable that $NVDA would demand a second source. $NVDA never relies on a single supplier if they can avoid it. $MU splitting a massive pie is better than owning a tiny one. _ Samsung Electronics Partners with NVIDIA to Bolster AI Memory Capabilities with SOCAMM2 On December [--] Samsung Electronics announced the delivery of samples for SOCAMM2 (Small Outline Compression Attached Memory Module 2) to customers primarily engaging in quality evaluation and testing with NVIDIA. SOCAMM2 is a next-generation low-power server memory module developed exclusively by NVIDIA. Built on LPDDR5X"
X Link 2025-12-19T08:36Z [----] followers, [----] engagements
"Further constructive developments are emerging for $PSMC. Beyond the growth in the silicon interposer business I previously noted reports indicate that $MU has joined $SNDK in negotiating for capacity. This aligns with my recent supply chain checks confirming full 12-inch wafer utilization for both logic and memory with order visibility extending through at least the end of 2Q26. _ Micron Seeks Capacity at PSMC Proposes Three Cooperation Models; Competing with SanDisk in a "Double Dragon" Race Amid a severe memory shortage and skyrocketing prices following reports that SanDisk was seeking"
X Link 2025-12-22T01:37Z [----] followers, [----] engagements
"From my recent checks it appears $NVDA has secured ALL of $TSM's A16 capacity (with Super Power Rail) for the Feynman GPU. As a result we are likely to see two distinct versions of the Feynman architecture: one leveraging the A16 node and another built on the N2P node to balance performance with volume availability. https://twitter.com/i/web/status/2002918675867988469 https://twitter.com/i/web/status/2002918675867988469"
X Link 2025-12-22T01:46Z [----] followers, 61.2K engagements
"$Foxconn is one of our Jumbo clients from my banking days yet their entry into the auto market remains a puzzle (until now) to me. Where is the TAM Taiwan It is far too small to sustain a global automotive business. Anchoring the strategy on Luxgena brand with a notorious history in the local marketseems like a liability not an asset. China There is a 0% chance of competing there. The market is a kill zone; even top-tier local brands are fleeing to emerging markets to survive the domestic price war. Japan I see no path to penetrate such a mature insular supply chain ecosystem. If the"
X Link 2025-12-22T02:09Z [----] followers, [----] engagements
"Just in: $GOOG and $AVGO are also discussing with Samsung for SF2P capacity. Re Reaffirm: not $AMD Venice CPU but Gaming GPU I find this kind of reporting rather baffling as if tape-out decisions at a foundry were as simple as ordering pizzapick whichever vendor you like and switch at any time. Even if AMD were to finalize a 2nm collaboration with https://t.co/EdlVr93WF5 Re Reaffirm: not $AMD Venice CPU but Gaming GPU I find this kind of reporting rather baffling as if tape-out decisions at a foundry were as simple as ordering pizzapick whichever vendor you like and switch at any time. Even"
X Link 2025-12-22T03:12Z [----] followers, 32.3K engagements
"Just check with contact that we may overlook the warpage risk from the $INTC EMIB. The physics are simple: The CTE (expansion rate) difference between the Chip and the organic Substrate is much larger than the difference between a Chip and an RDL layer. In EMIB the chips sit mostly on the organic substrate. When heated the substrate expands much more than the chips causing bending (warpage). This structural characteristic suggests that managing warpage in EMIB is inherently more difficult than in RDL or interposer-based packaging. I've always believed that the more EMIBs embedded on the"
X Link 2025-12-22T03:19Z [----] followers, 25.9K engagements
"@jukan05 Capacity from $TSM is too tight"
X Link 2025-12-22T03:41Z [----] followers, [----] engagements
""Pride is dangerous. It carries a hint of complacency thinking you are perfect and can relax" Dyson states. "But I never think that. I always feel things can be done better; there is always room for improvement. It might be a bit torturous but that is the source of excitement that drives me forward." _ Navet is an Asset: Why Experience Can Be a Liability James Dyson is a candid and humorous man. When asked what lesson he learned from the disastrous electric vehicle (EV) project that cost him a fortune before he shut it down his reply was blunt: "Everybody says 'You must have learned a lot"
X Link 2025-12-22T06:20Z [----] followers, [----] engagements
"@tmaj314159 Yea so they are not the same"
X Link 2025-12-22T08:08Z [----] followers, [---] engagements
""v7e (here) is part of this debate but the debate is broader than just this engagement. We ultimately feel that it will be very hard for $GOOG to move away from $AVGO but in our meeting even Broadcom management acknowledges that the Google relationship may evolve over the coming years. " UBS: AVGO / Google COT Debate Following our meeting with AVGO CEO/CFO immediately after earnings (here) we have been fielding questions this past week about risk real and perceived to AVGOs Google relationship. The debate is around a potential longer-term desire to move UBS: AVGO / Google COT Debate Following"
X Link 2025-12-22T08:22Z [----] followers, [----] engagements
"I think Larry Ellison's decision to provide a personal guarantee dissipates market concerns regarding $PSKY's financing structure. This shifts focus back to value: Paramount's offer is superior in price ($30 all-cash vs. $27.75 equivalent from Netflix) with execution risk now largely removed. Also DO NOT overlook the political angle: the Ellison family's close relationship with President Trump could have huge advantage in regulatory stuffs. _ Ellison offers personal guarantee to strengthen Paramount's Warner Bros. bid $ORCL co-founder Larry Ellison has personally guaranteed $40.4 billion in"
X Link 2025-12-23T01:40Z [----] followers, [---] engagements
"Right moving forward the key differentiators for CSPs will be power land and supply chain logistics. In the future it will no longer be just about who has the best chips but who can plug them in. This is exactly why $GOOG is also building a strong relationship with Fluidstack to secure immediate deployment. Hyperscalers are now acquiring energy infra companies We are in uncharted territory Hyperscalers going for more vertical integration 🤔🤔 I expect other hyperscalers to go for some acquisitions as well https://t.co/WZrfLc38EN Hyperscalers are now acquiring energy infra companies We are in"
X Link 2025-12-23T01:59Z [----] followers, [----] engagements
"It is really happening but should be a much lower margin. Reuters: NVIDIA will begin shipping H200 chips to China ahead of the Lunar New Year holiday using existing inventory. Initial shipments are expected to total around [----------] units. $NVDA Reuters: NVIDIA will begin shipping H200 chips to China ahead of the Lunar New Year holiday using existing inventory. Initial shipments are expected to total around [----------] units. $NVDA"
X Link 2025-12-23T02:54Z [----] followers, [----] engagements
"@Jespabe Bull case is that it wont hurt margins but EPS will definitely grow nevertheless"
X Link 2025-12-23T09:41Z [----] followers, [--] engagements
"Maths stops working when DRAM prices jump 50% (with another 20-30% coming) This cost inflation will trigger a domino effect. It begins with Smartphones then into PCs and Tablets threatening the upgrade cycle and ultimately Gaming Console market where fixed price points make absorbing these costs impossible. _ How AI Boom Is Pressuring Videogame Console Industry in Race for Memory Chips Videogame console sales were already under pressure due to tariff turmoil and weak consumer spending. Now a surge in memory chip prices threatens to make devices costlier delivering another blow to the"
X Link 2025-12-23T09:56Z [----] followers, [----] engagements
"The Old Norm: Smuggling via Singapore to bypass bans. The New Norm: Paying a "protection fee" to the US Treasury to buy H200s legally. Even though $BABA and Tencent can now legally acquire Nvidia H200s (albeit with a 25% tax) the development of domestic AI ASICs cannot afford to pause. Policy under the Trump administration is notoriously volatile; a license granted today can be revoked tomorrow based on a sudden shift in political mood. The US launches smuggling probe against Nvidia's biggest chip buyer in Southeast Asia: Heres your Evening Briefing https://t.co/W17ySfqYV4 The US launches"
X Link 2025-12-23T14:37Z [----] followers, [----] engagements
"Due to technical issues requiring a redesign the timeline for the Maia [---] has been pushed back from 3Q26 to 1Q27. $MRVL should still be the design service partner. UBS comment on $MRVL: Microsoft is targeting production of [--] million units of Maia [---]. https://t.co/oj2DCtmiER UBS comment on $MRVL: Microsoft is targeting production of [--] million units of Maia [---]. https://t.co/oj2DCtmiER"
X Link 2025-12-23T14:56Z [----] followers, [----] engagements
"@Alex_Intel_ To some extent it is $AVGO that makes everything look so easy"
X Link 2025-12-23T15:03Z [----] followers, [---] engagements
"Counterpoint expects the latest Huawei 910C to achieve just 76% of $NVDA H200 performance. That gap is too large for training massive models efficiently. It also expects a split strategy in China: $NVDA H200 gets the "training" allocation (despite restrictions) while domestic silicon (Huawei) floods the "inference" market. Frustrating as it may be China cannot halt its domestic GPU/ASIC roadmap. The Old Norm: Smuggling via Singapore to bypass bans. The New Norm: Paying a "protection fee" to the US Treasury to buy H200s legally. Even though $BABA and Tencent can now legally acquire Nvidia"
X Link 2025-12-24T01:50Z [----] followers, [----] engagements
"https://counterpointresearch.com/en/insights/NVIDIA-GPUs-Fit-into-China-AI-Chip-Self-sufficiency-Plan https://counterpointresearch.com/en/insights/NVIDIA-GPUs-Fit-into-China-AI-Chip-Self-sufficiency-Plan"
X Link 2025-12-24T01:50Z [----] followers, [---] engagements
"Thiel turns rock into gold every time. $META $PLTR Anduril. his portfolio is essentially a history book of modern tech evolution. I hope to be like him one day _ Peter Thiel-backed bank Erebor raises $350M at $4.35B valuation"
X Link 2025-12-24T05:36Z [----] followers, [----] engagements
"$NVDA's CoWoS allocation is likely around 60% not 73%. It's also worth noting that focusing solely on $TSM's CoWoS might overlook CSPs diversifying backend capacity via alternative OSATs and $INTC's EMIB to alleviate bottlenecks. $NVDA owns the GPU lane; $AVGO owns the ASIC/networking lane. Why choose Long on both. AVGO vs NV CowosNV 73% AVGONVNVAPNV NV 72APAVGONV AVGO& NVPE AVGO vs NV CowosNV 73% AVGONVNVAPNV NV 72APAVGONV AVGO& NVPE"
X Link 2025-12-24T12:43Z [----] followers, [----] engagements
"@vivekmehtagyat Yes I think the $AVGO management team has also started to realize that it could pose a threat to its business"
X Link 2025-12-25T01:59Z [----] followers, [---] engagements
"In light of this report the recent news of a downward revision in TPU shipment forecasts from [--] million to [--] million units for [----] appears highly counterintuitive. The floor for [----] shipments should be at least [---] million units comprising [--] million via $AVGO and [---] million from the $GOOG-MediaTek collaboration. This baseline excludes non- $TSM CoWoS capacity or any potential additional CoWoS allocations from $TSM to $AVGO. Looking ahead I anticipate that TPU v7e shipments alone could exceed [--] million units in [----]. UBS: MediaTeks TPU-related update: We have written extensively in recent"
X Link 2026-01-05T06:52Z [----] followers, 36.5K engagements
"GF: We remain positive on $GOOG TPUs shipment outlook and lifted our unit forecast to 4.3m/5.1m in 2026/2027. For MTK we raise the ASIC revenue to $1.7bn/$8.0bn in 2026/2027E or EPS contribution of NT$6.5/NT$31.0. _ ASICs will undoubtedly be a lucrative business but is it appropriate to overlook MediaTeks smartphone segment especially given soaring memory prices which are likely to compress its margins In light of this report the recent news of a downward revision in TPU shipment forecasts from [--] million to [--] million units for [----] appears highly counterintuitive. The floor for [----] shipments"
X Link 2026-01-05T07:22Z [----] followers, 15.4K engagements
"GS: The 2026E $TSM Capex estimate has been raised to $46 billion (from $44 billion) while the 2027E forecast jumps to $54 billion (from $50 billion). Over the next three-year cycle total Capex is now projected to exceed $150 billion. _ I maintain that $TSM's Capex will likely exceed $50 billion as the company recognizes that capacity conservatism is strategically dangerous. By under-investing in capacity TSMC creates a supply vacuum that pushes customers toward Samsung and $INTC. This is not just a loss of near-term revenue; it provides competitors with the critical learning volume needed to"
X Link 2026-01-05T09:00Z [----] followers, 22.3K engagements
"Finally catching up on this report. It aligns with our consistent view that $AVGO has been aggressively qualifying non- $TSM CoWoS partners like ASE/SPIL and Amkor. I believe $AVGO s reliance on these OSAT players will only intensify as they look to bypass $TSM s capacity bottlenecks and support Google's ambitious TPU ramp. In light of this report the recent news of a downward revision in TPU shipment forecasts from [--] million to [--] million units for [----] appears highly counterintuitive. The floor for [----] shipments should be at least [---] million units comprising [--] million via $AVGO and 0.4"
X Link 2026-01-06T01:54Z [----] followers, 20.1K engagements
"Based on my latest supply chain checks rumors of a CCL specification downgrade are unfounded. The roadmap for the Vera Rubin platform remains stable: - Compute Board: Firmly at M8. - Switch Board: Currently validating M8.5 and M9. - Rubin CPX: Plan remains M9 though the timeline is under watch as samples have not yet been submitted. - ConnectX-9 (CX9) SuperNIC: Maintaining M7. - Midplane: Transition to M9 is finalized and locked. https://twitter.com/i/web/status/2008891221192941623 https://twitter.com/i/web/status/2008891221192941623"
X Link 2026-01-07T13:19Z [----] followers, 26.4K engagements
"This view is also backed by GS. _ Our checks suggested that customers are testing both M9 grade CCL and M8+ grade CCL for CPX/Midplane at the same time but the sampling volume for M9 is much higher than M8+ grade CCL starting from late December (for midplane/CPX board/switch board) suggesting a much higher possibility for M9 adoption. Our latest supply chain checks suggest that EMC has started to pull in different raw materials for M9 grade CCL (including Q-glass/ HVLP [--] copper foil/ high-end resin) from late December and our checks suggest the world first commercialized M9 grade CCL will be"
X Link 2026-01-07T14:40Z [----] followers, [----] engagements
"JPM: 90% customer attach rate for $NVDA networking. _ With Jensen Huang declaring Moore's Law dead at CES raw transistor count is no longer the sole driver of performance. Instead efficiency gains now come from rack-scale integration (Spectrum switches NICs and cabling). This shift explains the accelerating growth in $NVDA networking revenue poised to become a major top-line contributor. I believe interconnect technology is the primary bottleneck for next gen AI. https://twitter.com/i/web/status/2009087119978058149 https://twitter.com/i/web/status/2009087119978058149"
X Link 2026-01-08T02:17Z [----] followers, [----] engagements
"Amid all the market noise the challenge is whether we can remain disciplined when the market gets things wrong. Regarding recent discussions among CCL-focused investors on whether the key CCL spec for VR200 NVL72 could be downgraded from M9 below are my latest surveys and views: [--]. Nvidia previously began testing 896K2 and 892K2 and prototyping PCBs which likely gave rise to the market Regarding recent discussions among CCL-focused investors on whether the key CCL spec for VR200 NVL72 could be downgraded from M9 below are my latest surveys and views: [--]. Nvidia previously began testing 896K2"
X Link 2026-01-08T02:22Z [----] followers, [----] engagements
"JPM: Capacity shutdown for 40-90nm at $TSM's Fab 14/Fab [--] to convert some space and equipment to CoWoS. _ We've recently noted that $TSM is cautious about creating a capacity gap that might push clients toward competitors like Samsung or $INTC. I believe this transition of mature nodes to support the CoWoS ramp shows they are aggressively managing this balance and other mature node foundries may benefit from this transition. GS: The 2026E $TSM Capex estimate has been raised to $46 billion (from $44 billion) while the 2027E forecast jumps to $54 billion (from $50 billion). Over the next"
X Link 2026-01-08T02:42Z [----] followers, [----] engagements
"As we discussed surging AI demand from $NVDA $AMD and $AVGO has fundamentally shifted the foundry power dynamic. I believe $AAPL's importance and pricing leverage over $TSM will continue to diminish in the foreseeable future. As Vera Rubin ramps up on 3nm in [----] Apples share of that node will decrease drastically. This trend extends to the 2nm generation where Apple will face immediate competition for capacity from $QCOM and AMD rather than enjoying its traditional oneyear lead. The torch has been passed. Apple-TSMC: The Partnership That Built Modern Semiconductors Wafer Demand Model Node"
X Link 2026-01-09T02:34Z [----] followers, [----] engagements
"Optical Transceiver Outlook: US Broker Upgrades A US broker sees 800G as mainstream for large data centers; 1.6T ramps significantly in [----] and 3.2T starts in [----]. ASIC AI server growth boosts volume and quality as ASICs rely more on networking to offset single-chip compute limits. Google and Meta are aggressively expanding high-speed (800G+): Google shifted to 1.6T last year; Meta uses more transceivers per ASIC than GPU servers. Nvidia: GB200 uses 400G at GPU layer and 800G at leaf/spine/core; GB300 uses 800G at GPU and 1.6T at leaf/spine; Rubin/Rubin Ultra expected to upgrade to"
X Link 2026-01-09T02:37Z [----] followers, [----] engagements
"I believe JPM's CoWoS forecast for [----] is much more rational compared to GS's. _ We now expect $TSM to grow CoWoS capacity by 69% in [----] slightly higher than prior expectations due to strong demand from $NVDA and AI ASICs. We still see a 15-20% gap between demand and supply which could result in further expansion in [----] and increased outsourcing of CoW steps to OSATs such as ASE. Overall we expect TSMC to retain 90+% of CoW capacity into [----] focusing largely on CoWoS-L for AI accelerators. A little too aggressive in the [----] CoWoS forecast. A little too aggressive in the [----] CoWoS"
X Link 2026-01-09T03:22Z [----] followers, 48.5K engagements
"The government has $INTC back. Honored and delighted to have the full support and encouragement of @POTUS @realDonaldTrump and @CommerceGov Secretary @howardlutnick as we bring leading edge chip manufacturing back to America @intel is now shipping the latest Core Ultra Series [--] CPU processors - designed https://t.co/flFhBenGL8 Honored and delighted to have the full support and encouragement of @POTUS @realDonaldTrump and @CommerceGov Secretary @howardlutnick as we bring leading edge chip manufacturing back to America @intel is now shipping the latest Core Ultra Series [--] CPU processors -"
X Link 2026-01-09T04:26Z [----] followers, [----] engagements
"No disrespect from my side; I think it is not right. Bernstein: TPU v8 is already shipping. https://t.co/l7CXh00WC9 Bernstein: TPU v8 is already shipping. https://t.co/l7CXh00WC9"
X Link 2026-01-09T10:23Z [----] followers, [----] engagements
"Absolutely we often observe that $TSM possesses deeper insight into market dynamics than its own customers. The rationale is simple: for a foundry underutilization is a critical risk. Thats why TSMC has been conservative over the past two years; it might start changing its strategy in [----] as I shared few days ago. TSMAI 1: TSMC CoWoS 2: TSMC Capex https://t.co/jejqGbLwis TSMAI 1: TSMC CoWoS 2: TSMC Capex https://t.co/jejqGbLwis"
X Link 2026-01-09T11:06Z [----] followers, [----] engagements
"@zephyr_z9 Yes but expansion timeline would not match. Thats why CSPs are asking EMIB-T"
X Link 2026-01-09T11:13Z [----] followers, [---] engagements
"@itsDanielWu @zephyr_z9 TSMC was severely hurt during the inventory correction periods several years ago"
X Link 2026-01-09T11:52Z [----] followers, [---] engagements
"Citi: With AIs strong growth trend driving an exponential surge in compute demand the hardware backbone of the AI ecosystemspanning GPUs ASICs and HBMhas reached unprecedented complexity. As chips transition from monolithic dies to multi-chiplet systems the physical alignment and structural integrity of every micro-bump TSV and interposer trace determine whether downstream electrical connections function properly. The Hidden Infrastructure Behind the Age of Advanced Packaging. https://twitter.com/i/web/status/2010524452078178466 https://twitter.com/i/web/status/2010524452078178466"
X Link 2026-01-12T01:29Z [----] followers, 16.8K engagements
"$MU : Were sold out for [----]. $MU CCO Sumit Sadana stated that Micron can only meet 2/3 of the medium-term memory requirements for some customers But for now were sold out for [----] Sadana said. https://t.co/Y9vPox5wjk $MU CCO Sumit Sadana stated that Micron can only meet 2/3 of the medium-term memory requirements for some customers But for now were sold out for [----] Sadana said. https://t.co/Y9vPox5wjk"
X Link 2026-01-12T01:53Z [----] followers, 12.4K engagements
""Memory Wall" AI researchers began seeing memory as a bottleneck just before OpenAIs ChatGPT launched in late [----] said Majestic Labs co-founder Sha Rabii an entrepreneur who previously worked on silicon at $GOOG and $META. Prior AI systems were designed for models like convolutional neural networks which require less memory than todays popular large language models (LLMs) Rabii said. While AI chips have gotten much faster memory has not he said causing powerful GPUs to wait for data needed to run LLMs. Your performance is limited by the amount and speed of memory available; adding more GPUs"
X Link 2026-01-12T02:00Z [----] followers, 11.4K engagements
"GF: we have revised $TSM's CoWoS-S build plan upward by [-----] wafers primarily for 2Q26 implying approximately [------] $NVDA H200 units. Combined with roughly [------] units in inventory we believe the current H200 shipping plan stands at approximately [---] million units. Accounting for a discount due to policy uncertainties we now forecast H200 volumes for the April quarter July quarter and FY2027 at [------] [------] and [---] million units respectively. This would bring total sales for the April and July quarters to $74 billion and $89.5 billion exceeding market consensus by 4% and 14% respectively."
X Link 2026-01-12T03:53Z [----] followers, 21.5K engagements
"Siri has felt stagnant for years leading many users to abandon it for Gemini or ChatGPT. If the new partnership with $GOOG finally delivers a Siri that is both swift and deeply personal I will be looking forward to it APPLE PICKS $GOOGL'S GEMINI TO RUN AI-POWERED SIRI COMING THIS YEAR - CNBC https://t.co/RYdLh2uX03 APPLE PICKS $GOOGL'S GEMINI TO RUN AI-POWERED SIRI COMING THIS YEAR - CNBC https://t.co/RYdLh2uX03"
X Link 2026-01-13T02:30Z [----] followers, [---] engagements
"Imagine the massive Capex and equipment demand triggered by five additional fabs. _ The Trump administration is nearing a trade deal with Taiwan to reduce its tariff rate to 15% and commit $TSM to building at least five more facilities in Arizona"
X Link 2026-01-13T02:57Z [----] followers, [----] engagements
"https://www.reuters.com/world/china/us-taiwan-near-trade-deal-lower-tariff-boost-tsmc-facilities-nyt-reports-2026-01-12/ https://www.reuters.com/world/china/us-taiwan-near-trade-deal-lower-tariff-boost-tsmc-facilities-nyt-reports-2026-01-12/"
X Link 2026-01-13T02:57Z [----] followers, [---] engagements
"We previously noted that facing rising competition from ASIC players $NVDA is aggressively squeezing vendor margins across rails cooling and rack assembly. _ "However higher integration also comes with a greater share of Nvidia-specified components and a shrinking scope for customization both of which are unfavorable to assembler profitability. My industry survey indicates that components classified as customization not allowed in the VR200 NVL72 compute tray have risen to 2022% well above the 57% level seen in GB300 NVL72. Moreover VR200 NVL72 has directly eliminated "ODM-designed" component"
X Link 2026-01-13T03:12Z [----] followers, [----] engagements
"$INTC 18A may benchmark $TSM N3 not N2. I saw some posts written by Intel retail investors and honestly I was shocked. They treat TSMC as Intels competitor but completely ignore Samsung. In particular the way they belittle Samsungs Taylor fab reminded me exactly of how Pat Gelsinger praised TSMC as an outstanding I saw some posts written by Intel retail investors and honestly I was shocked. They treat TSMC as Intels competitor but completely ignore Samsung. In particular the way they belittle Samsungs Taylor fab reminded me exactly of how Pat Gelsinger praised TSMC as an outstanding"
X Link 2026-01-13T03:17Z [----] followers, 20K engagements
"Citi: $NVDA Rubin ramp with M9 upside potential We view EMC as a key beneficiary of Nvidias Rubin platform production ramp. In 2026E we believe there is a chance of M9 CCL (with Q glass) being adopted in midplane. Although the market has concerns over rising competition in the CCL space we still see EMC holding a leading position in high-end CCL projects potentially supported by Rubin midplane M9 CCL (if adopted). For Rubins switch board despite concerns over EMCs market share versus Chinese peer Shengyi Tech we believe it could remain the major supplier of M8+ grade CCL for switch trays."
X Link 2026-01-13T03:36Z [----] followers, [---] engagements
"Citi: $NVDA Rubin ramp with M9 upside potential We view EMC as a key beneficiary of Nvidias Rubin platform production ramp. In 2026E we believe there is a chance of M9 CCL (with Q glass) being adopted in midplane. Although the market has concerns over rising competition in the CCL space we still see EMC holding a leading position in high-end CCL projects potentially supported by Rubin midplane M9 CCL (if adopted). For Rubins switch board despite concerns over EMCs market share versus Chinese peer Shengyi Tech we believe it could remain the major supplier of M8+ grade CCL for switch trays."
X Link 2026-01-13T03:37Z [----] followers, [----] engagements
"@christophauto If N2 packs 20% more transistors in the same area TSMC customers get more dies per wafer (assuming equal yield)"
X Link 2026-01-14T01:35Z [----] followers, [---] engagements
"We previously posited that mature node foundries would be primary beneficiaries of the current structural transition. Supported by ongoing equipment acquisitions from $TSM over the past few quarters VIS is seeing a re-rating. _ MS: We raise our [----] and [----] forecasts as we see a potential price hike for Vanguard's [--] inch wafers from strong data center PMIC demand as well as order overflow from $TSM including but not limited to CoWoS interposer production which will adopt 55/65nm at VSMC in [----]. We upgrade the stock from UW to EW since VSMC has now secured other customers (TSMC) besides $NXP"
X Link 2026-01-14T02:03Z [----] followers, [----] engagements
"Elon has long been sensitive to Taiwan Strait tensions; all car parts suppliers are replaceable. However $TSLA's "brain" the FSD chip remains heavily dependent on $TSM. That's why Elon Musk is getting closer to Samsung and has high expectations for its AI5 and future AI6 chips to break dependence on a single foundry and safeguard future autonomous driving technology. Thats very interesting. I understand Tesla excluding Chinese-made components but according to reports Tesla is also excluding Taiwanese components. https://t.co/v0qKCqVyr0 Thats very interesting. I understand Tesla excluding"
X Link 2026-01-14T02:41Z [----] followers, [----] engagements
"CoWoP will not arrive as quickly as GF expected. CoPoS is the more pragmatic "near-term" solution. This is pretty big news if true If 30% of Rubin Ultra transitions to CoWoP then it explains why TSMC hasn't expanded CoWoS capacity too aggressively despite the demand. "CoWoP could enter trial production as early as the Rubin platform while the market expects late-2027/2028. This is pretty big news if true If 30% of Rubin Ultra transitions to CoWoP then it explains why TSMC hasn't expanded CoWoS capacity too aggressively despite the demand. "CoWoP could enter trial production as early as the"
X Link 2026-01-14T02:50Z [----] followers, 23.6K engagements
"170K for MTK in [----] I think 70K would be much more reasonable. _ GF: TSMC's capacity was revised upward this December with NVIDIA as the primary beneficiary. AMD slightly increased its capacity for next year likely reflecting OpenAI's initial 1GW project. A positive outlook is maintained for Broadcoms subsequent upward revisions. MediaTek's TPU volume is expected to scale in [----] with production capacity transitioning to Intel. https://twitter.com/i/web/status/2011328941165068625 https://twitter.com/i/web/status/2011328941165068625"
X Link 2026-01-14T06:46Z [----] followers, [----] engagements
"@racetrack275 But I think $TSM's version of AI5 will ultimately outperform Samsung's"
X Link 2026-01-14T08:51Z [----] followers, [----] engagements
"@Jespabe I will not say 730K/near 900K CoWoS in 2026/2027 low"
X Link 2026-01-14T10:07Z [----] followers, [---] engagements
"HSBC: Although neither GUC nor $TSLA has made any public statement we believe GUC is the IC design service provider for Teslas next gen AI chip. Our assumption is based on: 1) unlike AI4 (only manufactured at Samsung) AI5 will be manufactured at both $TSM Arizona and Samsung (source: Tesla) and 2) as the subsidiary of TSMC will believe GUC will be involved in this project. We expect this Tesla next gen chip to enter mass production by [----] with a 600k annual shipment contribution to GUC. This is derived by 1) 1.7m Tesla vehicle estimate in [----] 2) potential humanoid robot opportunity and 3)"
X Link 2026-01-15T01:35Z [----] followers, 12.3K engagements
"$TSM GM 62.3%🔥 https://twitter.com/i/web/status/2011680771984277913 https://twitter.com/i/web/status/2011680771984277913"
X Link 2026-01-15T06:04Z [----] followers, [----] engagements
"Overall $TSM outbeated everything; could not ask for more"
X Link 2026-01-15T10:04Z [----] followers, [---] engagements
"Right I believe it is also a sigh of relief for investors that $TSM is really spending this huge amount of capex considering its conservative corporate culture. You need to understand the fact of TSMC's historically conservative culture and their skepticism toward tech firm's tendency to overpromise. When a company that treats its capital as a matter of national security decides to deploy massive capex after rigorous due diligence You need to understand the fact of TSMC's historically conservative culture and their skepticism toward tech firm's tendency to overpromise. When a company that"
X Link 2026-01-16T04:29Z [----] followers, [----] engagements
"Aligning with our earlier outlook on Samsungs HBM4 progress JPM now forecasts the company will capture a high-teens percentage share of $NVDA orders by [----]. Samsung is currently experiencing a perfect storm of positive developments. Between the strengthening Foundry business the ongoing memory supercycle and rapid advancements in HBM the companys outlook is exceptionally strong. _ JPM: Samsung likely the wild card in HBM4 wallet share competition; $NVDA HBM4 qualification and wallet share allocation will likely be finalized before Jan-end and we expect Samsung to positively surprise"
X Link 2026-01-19T01:34Z [----] followers, [----] engagements
"I think we should closely monitor the emergence of Custom HBM particularly beginning with the HBM4e generation. I believe that this architecture could disrupt the standard HBM market potentially becoming the dominant solution and a critical competitive differentiator among major chipmakers and CSPs. _ JPM : CSP capex upside in 26; growing HBM value in DC capex commitment. CSP capex and funding source concerns will likely linger through [--] and while markets are concerned about negative FCF for smaller CSPs (i.e. $ORCL/Coreweave) we expect AI related compute/storage and networking to remain"
X Link 2026-01-19T01:52Z [----] followers, 16.2K engagements
"Tough break on Taiwan Glass and Fulltech Fiber. I entered last November based on solid shortage signals but the price action was dead. The moment I capitulated and reduced my exposure the stocks rallied hard. A classic case of being right on the fundamentals but wrong on the timing.🥹 Persistent Shortages of Advanced Glass Fiber Cloud the AI Chip Outlook - Demand for AI chips is expected to remain robust in [----] with chronic shortages of high-end glass fiber clothessential for advanced circuit boards and chip packagingcontinuing to stand out as a core https://t.co/I5RiD5dysy Persistent"
X Link 2026-01-19T02:35Z [----] followers, [----] engagements
"Yes this is exactly why I have been saying that "By under-investing in capacity TSMC creates a supply vacuum that pushes customers toward Samsung and $INTC." Deutsche Bank: As TSMC's capacity fills up Samsung and Intel are expected to benefit from the "6 major customers" including Apple and Nvidia Deutsche Bank stated in a recently released research report that global semiconductor foundry giant TSMC is facing a "happy dilemma." Its Deutsche Bank: As TSMC's capacity fills up Samsung and Intel are expected to benefit from the "6 major customers" including Apple and Nvidia Deutsche Bank stated"
X Link 2026-01-19T03:37Z [----] followers, 11.1K engagements
"Has anyone heard that $META is cutting MTIA and converting the capacity to $GOOGL TPU"
X Link 2026-01-19T06:48Z [----] followers, 30.3K engagements
"Honestly I think $AVGO TPU business is under immense pressure right now even though publicly they would never admit it (and realistically they cant). In my view $GOOGL collaboration with MediaTek on the TPU v7e will be a critical turning point (a pivot). The success or failure of this chip will directly determine how much share Broadcom can retain in the AI ASIC market going forward. Current checks suggest that v7e is expected to begin shipments in 3Q26. If you look at sell-side forecasts for this chips CoWoS capacity in [----] the numbers are already being called at around 170K wafers. That"
X Link 2026-01-20T02:20Z [----] followers, [---] engagements
"I really did not check the report first lol. _ GF: Maintain Street-high ASIC forecast with upside risks: We reiterate our ASIC revenue estimates of $1.7bn/$8.0bn for 2026/2027E contributing NT$6.8/NT$31.5 to EPS. For [----] we expect v8x to be the main driver but view v8e as critical due to its significant spec upgrade (2x N2 compute 2x I/O with one brand-new I/O) enabling MTK-designed TPUs to handle more complex inferencing workloads against Broadcoms. For potential upside we continue to watch: 1) MTKs ASP for v8e if it gains more content beyond current I/O and backend; 2) the bidding for"
X Link 2026-01-20T02:25Z [----] followers, 10.7K engagements
"@paurooteri Yes MOATs still hold in $AVGO right now"
X Link 2026-01-20T03:03Z [----] followers, [----] engagements
"@F28X5 u were right that's why we never saw small companies developing ASICs"
X Link 2026-01-20T03:04Z [----] followers, [---] engagements
"@comfyleverage Only mid UTR. A little desperate decision from $MU"
X Link 2026-01-20T03:44Z [----] followers, [---] engagements
"@jukan05 from one of my friend"
X Link 2026-01-20T08:21Z [----] followers, [----] engagements
"@zephyr_z9 I am genuinely shocked after hearing this"
X Link 2026-01-20T08:26Z [----] followers, [----] engagements
"@__d_1ggin @jukan05 I honestly have no idea"
X Link 2026-01-20T08:44Z [----] followers, [----] engagements
"@CostaV02 Samsung one or SK overestimate its forecast before"
X Link 2026-01-20T09:48Z [----] followers, [----] engagements
"I shared that $AAPL is of lower and lower importance to $TSM than before and I believe the trend will continue. Rumor: Apple is no longer TSMCs largest customer prompting C.C. Wei to personally visit Apples headquarters to demand that it accept the biggest price increase in years. Its also said that Apple may no longer enjoy priority access to TSMCs capacity allocations. $AAPL https://t.co/dLBmKPwewu Rumor: Apple is no longer TSMCs largest customer prompting C.C. Wei to personally visit Apples headquarters to demand that it accept the biggest price increase in years. Its also said that Apple"
X Link 2026-01-21T02:11Z [----] followers, 12.1K engagements
"and that's why $AAPL is actively engaging with $INTC. I shared that $AAPL is of lower and lower importance to $TSM than before and I believe the trend will continue. I shared that $AAPL is of lower and lower importance to $TSM than before and I believe the trend will continue"
X Link 2026-01-21T02:14Z [----] followers, [----] engagements
"@AutisticShark69 First you need to understand that Apple has no other choice. Samsung is too close with $TSLA; only $INTC is left. Business decision nothing personal"
X Link 2026-01-21T02:41Z [----] followers, [---] engagements
"@AutisticShark69 I have always held the view that $INTC has no external clients until 14A"
X Link 2026-01-21T03:03Z [----] followers, [---] engagements
"@icnewer @lucaspinker $TSM must go back to $APPL or the company will go bankrupt"
X Link 2026-01-21T03:16Z [----] followers, [---] engagements
"@icnewer @lucaspinker Why you are bearish toward CSP Capex"
X Link 2026-01-21T03:23Z [----] followers, [---] engagements
"OPM 90% Printing money along the way. Comment from Korea's BNK Investment & Securities: "SK Hynix's server DDR5 OPM was 70% but considering the recent price increases the server DDR5 OPM could reach 90% within the first half of this year." No way lol OPM 90% Does that make sense Memory companies are literally https://t.co/MS7tWVMhqe Comment from Korea's BNK Investment & Securities: "SK Hynix's server DDR5 OPM was 70% but considering the recent price increases the server DDR5 OPM could reach 90% within the first half of this year." No way lol OPM 90% Does that make sense Memory companies are"
X Link 2026-01-21T03:26Z [----] followers, [----] engagements
"@icnewer @lucaspinker no I am kind of serious about that. Please be noted that Apple is not using CoWoS. That idle capacity will make TSM suffer severely"
X Link 2026-01-21T03:27Z [----] followers, [--] engagements
"@LDLoeb @icnewer @lucaspinker $GOOGL and $AMZN should be fine not so sure for the others"
X Link 2026-01-21T03:35Z [----] followers, [---] engagements
"@Mojo_flyin @canyoudugit8 Tesla"
X Link 2026-01-21T03:56Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing