# ![@ChipsandWafers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1852754491914715136.png) @ChipsandWafers Chips & Wafers

Chips & Wafers posts on X about $nvda, ai, $4062t, taiwan the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1852754491914715136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852754491914715136/c:line/m:interactions.svg)

- [--] Week [------] +3,817%
- [--] Month [-------] +654%
- [--] Months [-------] -63%
- [--] Year [---------] +764%

### Mentions: [--] [#](/creator/twitter::1852754491914715136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852754491914715136/c:line/m:posts_active.svg)

- [--] Month [--] -6.30%
- [--] Months [---] -66%
- [--] Year [---] +146%

### Followers: [-----] [#](/creator/twitter::1852754491914715136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852754491914715136/c:line/m:followers.svg)

- [--] Week [-----] +6.90%
- [--] Month [-----] +20%
- [--] Months [-----] +51%
- [--] Year [-----] +661%

### CreatorRank: [-------] [#](/creator/twitter::1852754491914715136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852754491914715136/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.62% [technology brands](/list/technology-brands)  32.38% [countries](/list/countries)  31.43% [currencies](/list/currencies)  #3617 [finance](/list/finance)  8.57% [cryptocurrencies](/list/cryptocurrencies)  7.62% [automotive brands](/list/automotive-brands)  0.95%

**Social topic influence**
[$nvda](/topic/$nvda) #748, [ai](/topic/ai) 23.81%, [$4062t](/topic/$4062t) #7, [taiwan](/topic/taiwan) #542, [$tsm](/topic/$tsm) #26, [nvda](/topic/nvda) #774, [china](/topic/china) 9.52%, [$smhn](/topic/$smhn) 9.52%, [$besi](/topic/$besi) 8.57%, [japan](/topic/japan) 7.62%

**Top accounts mentioned or mentioned by**
[@tshirtnjeans2](/creator/undefined) [@benbajarin](/creator/undefined) [@trendforce](/creator/undefined) [@bethkindig](/creator/undefined) [@holden_commodor](/creator/undefined) [@semidig](/creator/undefined) [@beuvingjordy](/creator/undefined) [@egutlederer](/creator/undefined) [@yesadok](/creator/undefined) [@william_jostack](/creator/undefined) [@igwegbearinze](/creator/undefined) [@whatathingtodo1](/creator/undefined) [@techbro123](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Apple, Inc. (AAPL)](/topic/$aapl) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Alltoscan (ATS)](/topic/$ats) [Orochi Network (ON)](/topic/$on) [STMicroelectronics N.V. (STM)](/topic/$stm) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Camtek Ltd (CAMT)](/topic/$camt) [Teradyne, Inc. (TER)](/topic/$ter) [Landwolf (WOLF)](/topic/$wolf) [Amkor Technology Inc (AMKR)](/topic/$amkr) [KLA Corp (KLAC)](/topic/$klac) [United Microelectronic Corp. (UMC)](/topic/$umc) [Micron Technology, Inc. (MU)](/topic/$mu) [Coherent Inc (COHR)](/topic/$cohr) [Assemble Protocol (ASM)](/topic/$asm) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Dell Technologies, Inc. (DELL)](/topic/dell) [Onto Innovation Inc. (ONTO)](/topic/$onto)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ASE ($3711.TW) Tester Capacity keeps expanding:"  
[X Link](https://x.com/ChipsandWafers/status/2020791486900539840)  2026-02-09T09:26Z [----] followers, 27K engagements


"$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD"  
[X Link](https://x.com/ChipsandWafers/status/1950450892064412142)  2025-07-30T06:58Z [----] followers, [----] engagements


"More on $TER and #Advantest ($6857.T): 👉It's clear what is driving test intensity and the growth in overall test TAM. #AI #CoWoS $NVDA $AMD https://x.com/ChipsandWafers/status/1950450892064412142 $TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD https://t.co/xGppU0dm6g https://x.com/ChipsandWafers/status/1950450892064412142 $TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD https://t.co/xGppU0dm6g"  
[X Link](https://x.com/ChipsandWafers/status/1950528889035341912)  2025-07-30T12:08Z [----] followers, [----] engagements


"Accretech FY27 outlook bullish for #HybridBonding $BESI #Disco"  
[X Link](https://x.com/ChipsandWafers/status/2020797099265138851)  2026-02-09T09:49Z [----] followers, [----] engagements


"Sumco's messaging is clear: The shift from Training to Inference means a shift in focus from DRAM to NAND"  
[X Link](https://x.com/ChipsandWafers/status/2021198548461813807)  2026-02-10T12:24Z [----] followers, 20K engagements


"Unimicron ($3037.TW) November revenue is out Rumor had it they we're qualifying for Blackwell substrates finally breaking Ibiden ($4062.JP) monopoly on $NVDA GPU substrates. At 80*80 body size it's quite tough to achieve acceptable yield for Blackwell GPU packages maybe Unimicron still has a ways to go Or perhaps movements in Blackwell launch has pushed Unimicron substrate supply agreement into [----] Stay tuned https://twitter.com/i/web/status/1865847643504795838 https://twitter.com/i/web/status/1865847643504795838"  
[X Link](https://x.com/ChipsandWafers/status/1865847643504795838)  2024-12-08T19:55Z [----] followers, [---] engagements


"#ASMPT ($0522.HK) positioning themselves to become #HBM ToR for either #SKHynix ($000660.KS) or #Samsung ($005930.KS)"  
[X Link](https://x.com/ChipsandWafers/status/1866460129312297317)  2024-12-10T12:29Z [----] followers, [---] engagements


"Not seeing any recovery in Packaging Equipment imports to China. @BenBajarin RE: $KLIC $BESI $ASMPT http://0522.HK http://0522.HK"  
[X Link](https://x.com/ChipsandWafers/status/1870070188063768912)  2024-12-20T11:34Z [----] followers, [---] engagements


"Substrates - SEMCO (009150.KS) 📈 Vs. Unimicron (TW.3017) & Ibiden (4062) 📉 If succesful SK will try to build resiliant local CoWoS supply chain similar to what $TSM built in Taiwan. And broadly speaking Korean co's always prefer Korean vendors. For substrates this means that recent market entrant SEMCO can likely take some substrate market share away from $TSM's 3D Fabric partners Unimicron & Ibiden - assuming they are able to produce high layer count substrates with good performance and stable yields or provide breakthroughs in glass core substrate tech for HPC packages."  
[X Link](https://x.com/ChipsandWafers/status/1876729848007451131)  2025-01-07T20:37Z [----] followers, [---] engagements


"Photomask Manufacturing Equipment imports to China. Stayed strong through '24; expect some degree of slowdown and return to norm in '25. $MYCR $PLAB $SMHN #Toppan"  
[X Link](https://x.com/ChipsandWafers/status/1882444232977522810)  2025-01-23T15:04Z [----] followers, [----] engagements


"Unimicron is a key PCB and Substrate supplier for $AAPL $NVDA (Blackwell) and $INTC"  
[X Link](https://x.com/ChipsandWafers/status/1882736803830268081)  2025-01-24T10:26Z [----] followers, [---] engagements


"Taiwanese PCB suppliers with significant #ABFsubstrate exposure. Data through '24 #Unimicron outperforming. There's a read-across here for #Ibiden and #Shinko in Japan and $ATS in Austria"  
[X Link](https://x.com/ChipsandWafers/status/1883473600457716139)  2025-01-26T11:14Z [----] followers, [---] engagements


"Despite & dominating the IC package substrate market for the past few decades (Ibiden Shinko Unimicron) is now making a major push to become a leading player in next-gen glass core substrates seen as a key element for enabling massive AI chiplet packages over 120*120mm. They are developing an enitre ecosystem and domestic supply-chain from materials (JNTC) inspection (PIE) TGV drilling (Philoptics) & substrate fabrication (SEMCO Absolics). Impressive. Don't be surprised if you hear some of these names entering $NVDA or $AMD supply chains in the future while taking market share from the"  
[X Link](https://x.com/ChipsandWafers/status/1891775287370674665)  2025-02-18T09:02Z [----] followers, [----] engagements


"SEMCO finally exiting mobile HDI business to focus on AI trends while doubling down on FCBGA packages and glass core substrates. Seeing that the Korean cos prefer local supply chains I assume Samsung will use them and ultimately shift away from Ibiden & Unimicron. https://biz.chosun.com/en/en-it/2025/02/24/PQB7ANADBZCVVAVPF7BUDLIPEY/ https://biz.chosun.com/en/en-it/2025/02/24/PQB7ANADBZCVVAVPF7BUDLIPEY/"  
[X Link](https://x.com/ChipsandWafers/status/1894638879153492212)  2025-02-26T06:41Z [----] followers, [---] engagements


"This puts Western #SiC suppliers in a terrible spot: $WOLF $SOI $ON $STM $IFX $AEHR $ACLS Even #Resonac in Japan and $COHR are going to be impacted negatively in their SiC businesses. https://x.com/tphuang/status/1906347774536269909 SEMICON [----] showcased China's growing dominance in 3rd gen semiconductor. CETC showcased world's 1st 12-inch high purity SiC substrate Si-based GaN epitaxy & SiC epitaxy + Series of equipment like 8-inch SiC crystal growth epitaxy oxidation & annealing + carbide coating. https://t.co/LRdlFu0JGZ https://x.com/tphuang/status/1906347774536269909 SEMICON 2025"  
[X Link](https://x.com/ChipsandWafers/status/1906361345684992064)  2025-03-30T15:02Z [----] followers, [----] engagements


"Taiwan ABF players slowly clawing back averaging +16% YoY in March. Kinsus lead the pack with +24% YoY. Somewhat positive for general-purpose server & PC. Assuming that even if Unimicron has been qualified for $NVDA B series they are likely not being used yet"  
[X Link](https://x.com/ChipsandWafers/status/1910301313562181969)  2025-04-10T11:58Z [----] followers, [---] engagements


"#Ibiden comments on Power Semi market: Demand for power semiconductors is expected to see gradual recovery only starting next year #SiC adoption expectations for 2025-2027 revised downwards $STM $IFX $ON $SOI $WOLF #Accretech $ACLS $AEHR https://twitter.com/i/web/status/1920729881576341656 https://twitter.com/i/web/status/1920729881576341656"  
[X Link](https://x.com/ChipsandWafers/status/1920729881576341656)  2025-05-09T06:37Z [----] followers, [----] engagements


"#Ibiden talking about Substrates of [---] x 230mm. So you get [--] per panel Can only imagine the yields on those are frighteningly low"  
[X Link](https://x.com/ChipsandWafers/status/1920731306855424200)  2025-05-09T06:43Z [----] followers, [---] engagements


"Taiwan's Zhen Ding is quietly positioning itself to benefit from the West-China decoupling. Zhen Ding is a PCB manufacturer and a strong one at that. They are the #1 supplier of Substrate-like-PCBs (SLP) which are high-end PCBs used by $AAPL in their iphones. But under the radar Zhen Ding has been building up ABF substrate capacity and aims to become a top [--] supplier over the next [--] years 1/ http://4958.TW http://4958.TW http://4958.TW http://4958.TW"  
[X Link](https://x.com/ChipsandWafers/status/1924427341415043567)  2025-05-19T11:30Z [----] followers, 22.9K engagements


"Interestingly despite #Ajinomoto seeing some recovery in mainstream server demand this year both AT&S and Ibiden are guiding for no recovery in those markets in [----]. Is this just an issue of increased competition in the ABF substrate market Ajinomoto is suppler-agnostic; they don't care who wins the business b/c everyone buys chemicals from them. But AT&S and Ibiden are losing market share as an increasing number of supplies enter the space. https://x.com/ChipsandWafers/status/1925152717493703002 https://x.com/ChipsandWafers/status/1925152717493703002"  
[X Link](https://x.com/ChipsandWafers/status/1925207143893831825)  2025-05-21T15:08Z [----] followers, [---] engagements


"Are we starting to see signs of a mainstream demand recovery 👉#MGC says lead times for some BT substrate materials reached 2x the norm. 👉#Resonac confirms seeing similar shortages"  
[X Link](https://x.com/ChipsandWafers/status/1927239273712939326)  2025-05-27T05:43Z [----] followers, [----] engagements


"RE: Ibiden What a beat of their own expectations: "Operating profit and ordinary profit exceeded previous forecasts primarily due to the electronics business because demand for high-value-added products for generative AI increased more than anticipated" https://twitter.com/i/web/status/1927741066306060634 https://twitter.com/i/web/status/1927741066306060634"  
[X Link](https://x.com/ChipsandWafers/status/1927741066306060634)  2025-05-28T14:57Z [----] followers, [---] engagements


"After two years of being shut out of the high-end AI server GPU substrate market Unimicron has broken Japans Ibiden monopoly and is now qualified to supply substrates for $NVDA Blackwell platform. However despite the higher margins and ASP's associated with AI substrates ongoing weakness from $INTC general-purpose servers and soft consumer demand in smartphones (BT) and PC's continues to offset overall revenue growth. https://twitter.com/i/web/status/1931976696783106315 https://twitter.com/i/web/status/1931976696783106315"  
[X Link](https://x.com/ChipsandWafers/status/1931976696783106315)  2025-06-09T07:28Z [----] followers, [----] engagements


"Nice figures from the Taiwan #ABF suppliers. Unimicron is the only Taiwanese supplier with $NVDA GPU substrate exposure what's going on with PC's and general purpose servers"  
[X Link](https://x.com/ChipsandWafers/status/1935307595868422576)  2025-06-18T12:04Z [----] followers, [----] engagements


"Starting in [--] minutes #Ibiden #Unimicron #ATS #Shinko https://t.co/yZUruNkwgK https://t.co/yZUruNkwgK"  
[X Link](https://x.com/ChipsandWafers/status/1940781066715123813)  2025-07-03T14:33Z [----] followers, [---] engagements


"#ASMPT ($0522.HK) Advanced Packaging revenue has reached 40% of total group revenue. It has doubled over the last [--] years; and likely will continue to rise"  
[X Link](https://x.com/ChipsandWafers/status/1947917501850939870)  2025-07-23T07:11Z [----] followers, [----] engagements


"#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate https://x.com/ChipsandWafers/status/1947917501850939870 #ASMPT ($0522.HK) Advanced Packaging revenue has reached 40% of total group revenue. It has doubled over the last [--] years; and likely will continue to rise. https://t.co/M6X59U46vF https://x.com/ChipsandWafers/status/1947917501850939870 #ASMPT ($0522.HK) Advanced Packaging revenue has"  
[X Link](https://x.com/ChipsandWafers/status/1947966076534579279)  2025-07-23T10:24Z [----] followers, [----] engagements


"Key Taiwanese ABF substrate supplier: Unimicron. https://x.com/dnystedt/status/1950373455985365379 Unimicron a major PCB and IC substrate maker (ABF BT) raised its [----] capex to NT$20.6 billion (US$700 million) from NT$18.6 billion and estimated next years capex at NT$19.4 billion citing customer demand and market conditions media report noting tight supplies and rising https://x.com/dnystedt/status/1950373455985365379 Unimicron a major PCB and IC substrate maker (ABF BT) raised its [----] capex to NT$20.6 billion (US$700 million) from NT$18.6 billion and estimated next years capex at NT$19.4"  
[X Link](https://x.com/ChipsandWafers/status/1950541835211878702)  2025-07-30T12:59Z [----] followers, [----] engagements


"#Ibiden ($4062.T) the primary supplier of #ABF substrates for $NVDA $TSM #CoWoS packages raises current year and next year guidance. "Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations as well as the effects of increased production volume sales and each profit item exceeded the initial plan" https://twitter.com/i/web/status/1951197137099804882 https://twitter.com/i/web/status/1951197137099804882"  
[X Link](https://x.com/ChipsandWafers/status/1951197137099804882)  2025-08-01T08:23Z [----] followers, [----] engagements


"Advanced Packaging is happening everywhere: $BESI $ASEH $AMKR"  
[X Link](https://x.com/ChipsandWafers/status/2010677790362742840)  2026-01-12T11:38Z [----] followers, 10.9K engagements


"As a reminder at the end of [----] nearly the entire semicap complex guided to a decline in China fab spending in [----] with expectations of a return to normalized historical levels. Instead [----] spending has come in slightly higher vs. [----] and $ASM just highlighted stronger-than-expected China demand in its Q4 '25 bookings. If [----] ends up being driven simultaneously by advanced logic demand memory expansions and sustained China spend it would mark an unprecedented year for semicap within this supercycle. $ASML $LRCX $AMAT $TOELY https://twitter.com/i/web/status/2013566086155792693"  
[X Link](https://x.com/ChipsandWafers/status/2013566086155792693)  2026-01-20T10:55Z [----] followers, 24.4K engagements


"To what degree has China localized Ion Implanter equipment or is this just a normalization of order inflow $ACLS $AMAT #ChinaSemi"  
[X Link](https://x.com/ChipsandWafers/status/2014230711234896270)  2026-01-22T06:56Z [----] followers, [----] engagements


"Here's a look specifically at imports from the USA. Q4 was a very slow quarter: $ACLS https://x.com/ChipsandWafers/status/2014230711234896270s=20 To what degree has China localized Ion Implanter equipment or is this just a normalization of order inflow $ACLS $AMAT #ChinaSemi https://t.co/6zZ2CIUG6k https://x.com/ChipsandWafers/status/2014230711234896270s=20 To what degree has China localized Ion Implanter equipment or is this just a normalization of order inflow $ACLS $AMAT #ChinaSemi https://t.co/6zZ2CIUG6k"  
[X Link](https://x.com/ChipsandWafers/status/2014232895368450106)  2026-01-22T07:05Z [----] followers, [----] engagements


"ASP's on Taiwan IC Substrates are starting to inflect up but there is plenty of room for this to run once S/D dynamic gets really tight. #AI #AdvancedPackaging #CoWoS $TSM $INTC"  
[X Link](https://x.com/ChipsandWafers/status/2016131280685900286)  2026-01-27T12:48Z [----] followers, [----] engagements


"(Checks notes again) 16th consecutive month. $NVDA King Slide has posted ATH monthly revenue for the. (checks notes) 15th consecutive month https://t.co/IkmqfbpoFE King Slide has posted ATH monthly revenue for the. (checks notes) 15th consecutive month https://t.co/IkmqfbpoFE"  
[X Link](https://x.com/ChipsandWafers/status/2020436096891637819)  2026-02-08T09:54Z [----] followers, [----] engagements


"$TSM capital expenditures:"  
[X Link](https://x.com/ChipsandWafers/status/2021222523275297175)  2026-02-10T13:59Z [----] followers, [----] engagements


"@TShirtnJeans2 as promised"  
[X Link](https://x.com/ChipsandWafers/status/2021294694513377582)  2026-02-10T18:46Z [----] followers, [---] engagements


"@BenBajarin We wrote about the test tailwinds months ago in our Substack and dedicated our November ChipBook to this theme. Writing was on the wall https://open.substack.com/pub/chipsandwafers/p/semiconductor-test-a-compelling-investmentutm_campaign=post&utm_medium=web https://x.com/semianalysis_/status/2013703207327817919s=46&t=vRg4EBIjt_x392ucfOaMnA As AI accelerators and complex advanced packaging adoption grows the importance of Test and Inspection increases accordingly. Test intensity per device continues to rise and scrap costs can reach tens of thousands of dollars per package. (1/3)🧵"  
[X Link](https://x.com/ChipsandWafers/status/2021494728269889751)  2026-02-11T08:01Z [----] followers, [---] engagements


"In the November ChipBook we called out [--] Taiwanese Test Consumable Companies. Since then the [--] names are up +38% +82% and +127%"  
[X Link](https://x.com/ChipsandWafers/status/2020512686593724442)  2026-02-08T14:58Z [----] followers, [----] engagements


"Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA https://twitter.com/i/web/status/1910398219491717222 https://twitter.com/i/web/status/1910398219491717222"  
[X Link](https://x.com/ChipsandWafers/status/1910398219491717222)  2025-04-10T18:23Z [----] followers, 39.5K engagements


"Unimicron making a slow comeback April revenue came in +7% MoM and 19% YoY. With consumer demand still muted this is likely driven by substrate sales for $NVDA B series finally breaking into Japanese Ibiden's monopoly. http://4062.JP http://3037.TW http://4062.JP http://3037.TW"  
[X Link](https://x.com/ChipsandWafers/status/1922243033690481076)  2025-05-13T10:50Z [----] followers, [---] engagements


"AI WAITS FOR NOBODY🚀 Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI https://twitter.com/i/web/status/1931964446961774658 https://twitter.com/i/web/status/1931964446961774658"  
[X Link](https://x.com/ChipsandWafers/status/1931964446961774658)  2025-06-09T06:39Z [----] followers, [----] engagements


"Advanced Packaging is running on all cylinders. Don't forget that beyond assembly you need to test those packages too $CAMT $KLAC $ONTO #Winway #HanPrecision https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000743317_3HP49LGM07R5498AUEL32 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=40&id=0000743317_3HP49LGM07R5498AUEL32"  
[X Link](https://x.com/ChipsandWafers/status/2010687569504141735)  2026-01-12T12:17Z [----] followers, [----] engagements


"Here's the chart that shows the AI vs. Mainstream story and the data to watch going forward for how both develop: $TSM $UMC"  
[X Link](https://x.com/ChipsandWafers/status/2021212356269801655)  2026-02-10T13:19Z [----] followers, [---] engagements


"Advantests latest earnings confirm what weve been saying: rising silicon and package complexity equals more test time intensity and steps. Look no further than their annual TAM estimates and the frequent revisions throughout CY25. In our November ChipBook we highlighted Advantest - along with several other names in the test supply chain - that we believe will benefit from this growing trend. Sign up here to gain access: https://semianalysis.com/chipbook/ Advantest Earnings Call SoC/Logic Tester Market: $8.5B-$9.5B (30% YoY) Memory Tester Market: $2.2B-$2.7B (20% YoY) -80% of Advantest's"  
[X Link](https://x.com/ChipsandWafers/status/2016809879747391538)  2026-01-29T09:45Z [----] followers, [----] engagements


"$TSM January Revenue (USD): +19% MoM +43% YoY"  
[X Link](https://x.com/ChipsandWafers/status/2021204668760686765)  2026-02-10T12:48Z [----] followers, 42.3K engagements


"For those who follow #AdvancedPackaging in their latest list of #WFE suppliers $TSM called out 15() companies by name who have not been listed for at least a year. https://x.com/ChipsandWafers/status/2021222529830936731s=20 https://t.co/NzzkI3QQA5 https://x.com/ChipsandWafers/status/2021222529830936731s=20 https://t.co/NzzkI3QQA5"  
[X Link](https://x.com/ChipsandWafers/status/2021223623382479110)  2026-02-10T14:03Z [----] followers, [----] engagements


"Taiwan AI Server ODM January Revenues +99% YoY 🔥 $NVDA $AMD $TSM https://twitter.com/i/web/status/2021293388868292771 https://twitter.com/i/web/status/2021293388868292771"  
[X Link](https://x.com/ChipsandWafers/status/2021293388868292771)  2026-02-10T18:41Z [----] followers, 12.7K engagements


"Nothing to see here. This is normal $NVDA"  
[X Link](https://x.com/ChipsandWafers/status/2021506050739077415)  2026-02-11T08:46Z [----] followers, [----] engagements


"Hanmi Semiconductor ($042700.KS) unveiled next gen #TCB for #HBM stacking. It is getting harder and harder for competitors to break into #HBM supply chain $BESI $KLIC https://biz.chosun.com/en/en-industry/2024/12/16/R7LF3Z5KURCOVLPTORHL7F5BO4/ http://0522.HK https://biz.chosun.com/en/en-industry/2024/12/16/R7LF3Z5KURCOVLPTORHL7F5BO4/ http://0522.HK"  
[X Link](https://x.com/ChipsandWafers/status/1868617730716557331)  2024-12-16T11:22Z [----] followers, [---] engagements


"Asia Vital Components continues to heat up AVC continues to benefit from increased cooling requirements for data center servers and has been rumored to be in the $NVDA #Blackwell GB200 server supply chain (according to @trendforce) #DataCenter #GPU http://3017.TW http://3017.TW"  
[X Link](https://x.com/ChipsandWafers/status/1868738718770905369)  2024-12-16T19:23Z [----] followers, [---] engagements


"This is going to be a problem for those in the $SEC #HBM supply chain. Watch out for $SMHN in Germany and MJC (6871) from Japan. Wouldn't be surprised to see SEC lower/cancel [----] HBM capacity expansion plans and focus more on DDR5 production. @Beth_Kindig https://x.com/Beth_Kindig/status/1869840248894808147 https://x.com/Beth_Kindig/status/1869840248894808147 Samsung is reportedly unable to supply HBM3E to Nvidia $NVDA in [----] as it is said to have failed Nvidias qualification tests. $MU $AMD https://x.com/Beth_Kindig/status/1869840248894808147"  
[X Link](https://x.com/ChipsandWafers/status/1870026119879028738)  2024-12-20T08:39Z [----] followers, [---] engagements


"@Semi_Dig One key challenge is how to package all these chiplets together. Advanced Packaging equipment suppliers like $BESI ASMPT Hanmi Semi in Korea and Shibaura in Japan. http://0522.HK http://0522.HK"  
[X Link](https://x.com/ChipsandWafers/status/1870503312916980206)  2024-12-21T16:15Z [----] followers, [---] engagements


"$TSM 📈 CoWoS is hard and I would imagine that SK will start by doing low-tech oS (on Substrate) packaging before achieving CoW capabilities. This will allow $TSM to outsource more of the low-margin oS portion to other players and reallocate their own oS capacity to higher-margin CoW thus improving their overall CoWoS margin profile"  
[X Link](https://x.com/ChipsandWafers/status/1876729842890416383)  2025-01-07T20:37Z [----] followers, [---] engagements


"When thinking about equipment suppliers the key is to look at INCREMENTAL capacity rather than total capacity. A slowdown in incremental capacity means a slowdown in equipment supplier revenue even if TOTAL capacity is rising. $LAM $AMAT $SMHN $KLA $COTN https://x.com/Jukanlosreve/status/1876877425147031886 HBM Capacity Outlook https://t.co/u5rUg6MHzL https://x.com/Jukanlosreve/status/1876877425147031886 HBM Capacity Outlook https://t.co/u5rUg6MHzL"  
[X Link](https://x.com/ChipsandWafers/status/1876988974813610317)  2025-01-08T13:46Z [----] followers, [---] engagements


"Fair to say #China has successfully localized #PCB production. What's next #ABFsubstrates and #BTsubstrates seem like the next logical target. Targets: #Ibiden(4062) in Japan $ATS in Austria #NanyaPCB (8046) in Taiwan"  
[X Link](https://x.com/ChipsandWafers/status/1883477634266575229)  2025-01-26T11:30Z [----] followers, [---] engagements


""I am hoping that one positive impact of 'deepseek" sell-off is a significant price adjustment on HBM cost infrastructure (lower costs on memory package substrate.)" Vulnerable HBM supply chain companies: #Hynix $SMHN $FORM #MJC $CAMT $VECO $KLAC https://x.com/RajaXg/status/1884109701320757479 https://x.com/RajaXg/status/1884109701320757479 The pricing of HBM based GPUs kept going in the wrong value direction for the past [--] years. When we did HBM1 (yes it was [--] years ago) the mission was to bring the benefits of this memory to broad consumer base but then AI hype began and everyone wanted"  
[X Link](https://x.com/ChipsandWafers/status/1884201424986247611)  2025-01-28T11:26Z [----] followers, [----] engagements


"2 points in Ibiden's quarterly results caught my eye: 1) PC substrate demand is still weak assume quarter lead time so not a great outlook for Q1 [----] PC sales recovery. 2) AI substrate sales we're "Steady". Ibiden was $NVDA sole supplier for GPU substrates and assumingly they should've seen better orders. Does this mean they've lost the monopoly Unimicron may have qualified for Blackwell series which is bad news for Ibiden as they still struggle with overcapacity. $TSM $INTC $QCOM $AMD https://twitter.com/i/web/status/1887486487387906337 https://twitter.com/i/web/status/1887486487387906337"  
[X Link](https://x.com/ChipsandWafers/status/1887486487387906337)  2025-02-06T13:00Z [----] followers, [---] engagements


"RE: $SMHN A key step in the #HBM stacking process is called Temporary Bonding and DeBonding (TBDB) Amongst public companies Suss Microtec is currently the market leader. But EVG a leading private Austrian Semicap company has announced a new TBDB technology which "enables thinner die thicknesses and allows for higher stacking of HBM" https://zdnet.co.kr/view/no=20250217135846 https://zdnet.co.kr/view/no=20250217135846"  
[X Link](https://x.com/ChipsandWafers/status/1891390187386597554)  2025-02-17T07:32Z [----] followers, [----] engagements


"Coming next to mature node ICs. Watch out $NXP $TXN $UMC $STM $ON How can you escape this 1) Focus on leading edge ( $TSM $INTC $SEC) 2) Lead in advanced packaging and heterogeneous integration ( $ASE $AMKR) 3) Adopt and accelerate new technologies ie silicon photonics ( $GFS) Sumco a raw wafer maker says 200mm wafer demand in China virtually dried up for it as local Chinese companies replace it. Also acknowledges China's progress in 3D NAND. China is 10% of Sumco sales and Sumco's strength in leading-edge outside China offsets China weakness. Sumco https://t.co/c1dROq27s0 Sumco a raw wafer"  
[X Link](https://x.com/ChipsandWafers/status/1891833310139039756)  2025-02-18T12:53Z [----] followers, [----] engagements


"@BeuvingJordy $IFX same argument equipment development (ie $AIXA) might take a little longer but seems that they too will eventually be replaced by domestic suppliers"  
[X Link](https://x.com/ChipsandWafers/status/1891843570656547172)  2025-02-18T13:33Z [----] followers, [---] engagements


"RE: $AIXA Aixtron comments: Slower '24 order intake driven by weakening demand in the power electronics market led to customers reducing their capital expenditure budgets and postponing projects. For the FY [--] AIXTRON expects a short-term weakness in the field of power electronics (read: #SiC) The potential of SiC- and GaN-based efficient power electronics remains vast. Reality in China: China not only has more than enough SiCs but it also created a complete homegrown ecosystem for equipment and materials. The Bottom line: The trouble for Aixtron is that this may not be a short term slowdown"  
[X Link](https://x.com/ChipsandWafers/status/1895400698767983045)  2025-02-28T09:08Z [----] followers, [----] engagements


"Asia Vital Components has nice exposure to $NVDA's liquid cooling efforts across the entire server rack while posting record revenue in February. Great upstream indicator for GB server demand. Image credit to @trendforce http://3017.TW http://3017.TW"  
[X Link](https://x.com/ChipsandWafers/status/1904612736811622827)  2025-03-25T19:13Z [----] followers, [---] engagements


"Think about the implications up the supply chain for companies with heavy Auto exposure: $COHU $XFAB $AIXA $MELE https://x.com/trendforce/status/1904775423663206871 ⚠ Attention power semiconductor giants like #Infineon #Onsemi #STMicroelectronics and #Renesas With the EV market cooling off and Chinese rivals like BYD gaining ground it's job cuts and investment freezes all around💡More: https://t.co/RkieWUSegy 🔗 https://t.co/pOLqpPg9gE https://x.com/trendforce/status/1904775423663206871 ⚠ Attention power semiconductor giants like #Infineon #Onsemi #STMicroelectronics and #Renesas With the EV"  
[X Link](https://x.com/ChipsandWafers/status/1904778599502139694)  2025-03-26T06:13Z [----] followers, [----] engagements


"So true for so many companies: Ibiden Shinko AT&S etc. Ibiden has been the only one to capitalize on AI GPU substrates for $NVDA at $TSM but this is barely offsetting its $INTC overcapacity. Intel GPUAI ASIC  CoWoS Intel GPUAI ASIC  CoWoS"  
[X Link](https://x.com/ChipsandWafers/status/1915737395330162986)  2025-04-25T11:59Z [----] followers, 13K engagements


"Good report from $SMHN. Orders were weak and Book-to-Bill is concerning. Company comments around global economic uncertainty are genuine but also provide a viable explanation later in the year if guidance needs to be revised down"  
[X Link](https://x.com/ChipsandWafers/status/1920359024798654656)  2025-05-08T06:04Z [----] followers, [----] engagements


"Here is a little nugget from $SMHN which provides a read across to #HBM expansion; particularly at $SEC. Suss makes the temporary bonding tool used by Samsung to stack their HBM memory. This tool has been driving Suss's Advanced Backend Solution Segment. In today's Q1 report Suss disclosed that Q1 orders in this segment were down -15.9% YoY. Moreover the driver in this years Q1 orders was not the temporary bonder tool but another tool used in Advanced Packaging. The implication here is that the temp bonder tool orders were down far more than -16% YoY. It is prudent to watch very carefully to"  
[X Link](https://x.com/ChipsandWafers/status/1920432539287634292)  2025-05-08T10:56Z [----] followers, [---] engagements


"Looking for more plays on #HBM. $CAMT will be another winner - heavy HBM exposure. $SMHN also appealing. Their tool for temporary bonding/debonding will be very important and with big market share at $MU and $SEC there is a lot of additional capacity coming online. https://x.com/ChipsandWafers/status/1923342000142626859 https://x.com/ChipsandWafers/status/1923342000142626859"  
[X Link](https://x.com/ChipsandWafers/status/1923376622515671080)  2025-05-16T13:54Z [----] followers, [----] engagements


"Let the competition know there is another Substrate supplier in town. Ibiden (Japan) Unimicron (Taiwan) AT&S (Austria) end/"  
[X Link](https://x.com/ChipsandWafers/status/1924427357403672680)  2025-05-19T11:30Z [----] followers, [---] engagements


"Kepler Cheuvreux starts covering $SMHN with a "Hold" and takes a cautious stance relative to other estimates based on: "expectations of a more pronounced digestion of temporary bonding/detaching (TB/DB) equipment a slower ramp-up of hybrid bonding (HB) and a milder growth in the photomask sector." As we say "Good Morning". This was the story [--] months ago. But the reality is that things are actually starting to look up for the company: 👉Almost all of the company's TB/DB sales have been to $MU. When $SEC gets qualified at $NVDA Suss will get a whole new wave of TB/DB orders. 👉Previously Suss"  
[X Link](https://x.com/ChipsandWafers/status/1925833688207573461)  2025-05-23T08:38Z [----] followers, [----] engagements


"Could Hybrid Bonding Equipment become a Commodity Today $SMHN announced the launch of their D2W Hybrid Bonding tool; developed in collaboration with #SET a private French Die Attach company. An interesting metric they reveal is that their tool achieves 200nm accuracy; of course they do not say at what throughput UPH. But there is a much larger point here. #HybridBonding is on its way to becoming an enabling technology for #Chiplets with potentially wide scale adoption in high volume applications. But as opposed to say TCB where there was one customer ($INTC) and one supplier (#ASMPT) when it"  
[X Link](https://x.com/ChipsandWafers/status/1926908691883630769)  2025-05-26T07:50Z [----] followers, [----] engagements


"Asia Vital Components continues to be a big beneficiary of the $NVDA Blackwell ramp and further adoption of liquid cooling solutions. May was a record month for the company with revenue reaching +100% YoY growth. They don't seem to be cooling down anytime soon. https://twitter.com/i/web/status/1931968693325398142 https://twitter.com/i/web/status/1931968693325398142"  
[X Link](https://x.com/ChipsandWafers/status/1931968693325398142)  2025-06-09T06:56Z [----] followers, [----] engagements


"After building manufacturing in Mexico last year which is set for HVM in Q3 this year Pegatron is now considering building addition capacity in the US to serve local AI customers and avoid tariff impacts. https://www.taipeitimes.com/News/biz/archives/2025/06/07/2003838174 http://4938.TW https://www.taipeitimes.com/News/biz/archives/2025/06/07/2003838174 http://4938.TW"  
[X Link](https://x.com/ChipsandWafers/status/1932069824542224715)  2025-06-09T13:38Z [----] followers, [---] engagements


"Or $AMD's Elevated Fan-out Bridge (EFOB) architecture. Note how they mention the standardized substrates and resulting lower costs as a factor that's because it is. 4"  
[X Link](https://x.com/ChipsandWafers/status/1932150839382249776)  2025-06-09T19:00Z [----] followers, [---] engagements


"When $INTC designs it's packages with embedded silicon bridges substrate makers like Ibiden have to stand up dedicated production lines that can't be repurposed whatsoever due to the radically different architecture comparative to CoWoS or EFOB. Standardized substrates provide higher flexibility and lower costs and you can add additional silicon above the substrate for whatever interconnect performance you need. [--] https://twitter.com/i/web/status/1932150844230611237 https://twitter.com/i/web/status/1932150844230611237"  
[X Link](https://x.com/ChipsandWafers/status/1932150844230611237)  2025-06-09T19:00Z [----] followers, [---] engagements


"And that's a wrap Thanks to everyone who tuned in. Best of luck to $BESI tomorrow As we said on the call we'll try to do a business breakdown every couple of weeks covering some lesser-known enabling companies in the semiconductor value chain. Have a company you'd like us to cover Let us know in the comments👇 https://x.com/i/spaces/1eaKbWOZDWYGX https://x.com/i/spaces/1eaKbWOZDWYGX"  
[X Link](https://x.com/ChipsandWafers/status/1932794294349218044)  2025-06-11T13:37Z [----] followers, [----] engagements


"Asia Vital Components Won't Cool Down🚀 AVC recorded it's fifth() consecutive record monthly revenue up +93% YoY (USD terms). The underlying driver for this accelerated growth is the adoption of DTC liquid cooling solutions for $NVDA GB platforms. Stock is up +24% YTD. https://twitter.com/i/web/status/1942130177707843933 https://twitter.com/i/web/status/1942130177707843933"  
[X Link](https://x.com/ChipsandWafers/status/1942130177707843933)  2025-07-07T07:54Z [----] followers, [----] engagements


"Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX https://twitter.com/i/web/status/1947903129627807962 https://twitter.com/i/web/status/1947903129627807962"  
[X Link](https://x.com/ChipsandWafers/status/1947903129627807962)  2025-07-23T06:14Z [----] followers, [----] engagements


"Cold plate and manifold supplier for the $NVDA GB platform Asia Vital Components saw record monthly revenue and a +105% YoY increase in August. (Chart is 3mma)"  
[X Link](https://x.com/ChipsandWafers/status/1966084217793573203)  2025-09-11T10:19Z [----] followers, 81.2K engagements


"Cooling Continues to Heat Up❄🚀 Asia Vital Components revenue up +140% YoY (US$ terms) in September recording record monthly revenue for the 8th consecutive month. (Chart in USD 3mma) https://twitter.com/i/web/status/1975616562045333842 https://twitter.com/i/web/status/1975616562045333842"  
[X Link](https://x.com/ChipsandWafers/status/1975616562045333842)  2025-10-07T17:37Z [----] followers, [----] engagements


"Big news in the (admittedly niche) probe card market: 👉Korean company TSE qualified with HBM memory suppliers. Of note they say their probe cards are 80% cheaper than the competitors. They are also key supplier to Chinese DRAM makers who can't buy probe cards from the USA. https://thelec.net/news/articleView.htmlidxno=5553 https://thelec.net/news/articleView.htmlidxno=5553"  
[X Link](https://x.com/ChipsandWafers/status/2014645164065660992)  2026-01-23T10:23Z [----] followers, [----] engagements


"Taiwan KYEC ($2449.TW) November revenue is out. At what point will they start collecting from $NVDA Blackwell testing and we'll see revenue improve Rumor has it that Blackwell test time and intensity is significantly higher compared to H series"  
[X Link](https://x.com/ChipsandWafers/status/1865472156303237244)  2024-12-07T19:03Z [----] followers, [---] engagements


"Wiwynn ($6669.TW) November Revenue is out Seems to be record high() following the continued insatiable demand for $NVDA AI servers. #AI #Blackwell https://twitter.com/ChipsandWafers/status/1865850962738348408/photo/1 https://twitter.com/ChipsandWafers/status/1865850962738348408/photo/1"  
[X Link](https://x.com/ChipsandWafers/status/1865850962738348408)  2024-12-08T20:08Z [----] followers, [---] engagements


"RE: ASE ($3711.TW) ASE Monthly Revenue thru November"  
[X Link](https://x.com/ChipsandWafers/status/1866441000417194223)  2024-12-10T11:13Z [----] followers, [---] engagements


"Die Attach - Hanmi Semiconductor (042700.KS) & Hanwha 000880.KS 📈Vs. $BESI ASMPT & $KLIC 📉 Similar to the previous note SK will likely try to localize vendors and this includes die attach namely TCB (thermocompression bonders) which is rumored to be used for the oS portion in next-gen CoWos-L (Vs. historical flip chip). This means that they will likely go with local Hanmi or Hanhwa rather than the traditional $BESI ASMPT or KLIC. http://0522.HK https://twitter.com/i/web/status/1876729853816549535 http://0522.HK http://0522.HK https://twitter.com/i/web/status/1876729853816549535"  
[X Link](https://x.com/ChipsandWafers/status/1876729853816549535)  2025-01-07T20:37Z [----] followers, [---] engagements


"OSAT - Hana Micron (067310.KQ)📈Vs. KYEC AI & HPC module testing is where KYEC reigns supreme in Taiwan but in Korea the nearby OSAT (which SK would be likely to use) is Hana Micron who are likely to benefit from potential localization efforts. https://x.com/dnystedt/status/1805044805036339478 http://2449.TW https://twitter.com/i/web/status/1876729864910217464 http://2449.TW https://x.com/dnystedt/status/1805044805036339478 http://2449.TW https://twitter.com/i/web/status/1876729864910217464 http://2449.TW"  
[X Link](https://x.com/ChipsandWafers/status/1876729864910217464)  2025-01-07T20:37Z [----] followers, [---] engagements


"@Beth_Kindig This is not good news for other ABF substrate suppliers trying to break into the top tier of the substrate market. Specifically AT&S (Austria) Unimicron (Taiwan) and Zhen Ding (Taiwan)"  
[X Link](https://x.com/ChipsandWafers/status/1877378164113973652)  2025-01-09T15:33Z [----] followers, [---] engagements


"$TSM and $NVDA team up on Silicon Photonics Silicon Photonics Industry Alliance: [--] Taiwanese companies #HonHai #Quanta #Winstron #Wiwynn #Gigabyte #SPIL #CoolerMaster https://www.taipeitimes.com/News/front/archives/2025/01/19/2003830461 https://www.taipeitimes.com/News/front/archives/2025/01/19/2003830461"  
[X Link](https://x.com/ChipsandWafers/status/1882020976088719862)  2025-01-22T11:02Z [----] followers, [---] engagements


"@EGutlederer Rumor has it that Unimicron out of Taiwan is about to qualify for $NVDA Blackwell GPU series. Small Japanese substrate player Toppan is part of $TSM 3D Fabric so they might have a tiny share as well but nothing material likely"  
[X Link](https://x.com/ChipsandWafers/status/1886722048673685903)  2025-02-04T10:22Z [----] followers, [---] engagements


"January Revenues shows #Wiwynn is outgrowing White Box Server peers despite starting from a lower base. #Quanta looks strong too"  
[X Link](https://x.com/ChipsandWafers/status/1888524781206544660)  2025-02-09T09:46Z [----] followers, [---] engagements


"Another announcement out of Korea for glass substrates. This time its KCC glass. Huge effort to localize the entire supply chain from materials & tooling through HVM production. This push can dethrone the substrate incumbents in Japan & Taiwan. https://www.mk.co.kr/en/business/11272915 Impressive diversification for LG Innotek out of Korea adding substrates to product portfolio while minimizing $AAPL exposure. Already [--] customer acquisitions - one for PC and one for server. Very bad for Austrias $ATS and Japans $SHINKO. Link below https://t.co/hu9xW0wLge"  
[X Link](https://x.com/ChipsandWafers/status/1904791044849279135)  2025-03-26T07:02Z [----] followers, [----] engagements


"Nice April results from Hon Hai but a pretty clear underlying theme👇 $AAPL $MSFT $GOOG https://image.honhai.com/upload/financy_by_month/Hon%20Hai%20Monthly%20Revenue%20Report_April_2025_EN_20250505_2265.pdf http://2317.TW https://image.honhai.com/upload/financy_by_month/Hon%20Hai%20Monthly%20Revenue%20Report_April_2025_EN_20250505_2265.pdf http://2317.TW"  
[X Link](https://x.com/ChipsandWafers/status/1919686896130605073)  2025-05-06T09:33Z [----] followers, [----] engagements


"Wiwynn is killing it Wiwynn the AI server giant won its 1st ever order to build a cluster for a new 500MW data center in Johor Malaysia for YTL Group media report citing Wiwynn Chair Emily Hong. Normally Taiwan contract manufacturers build AI server racks only but new non-IT-focused clients Wiwynn the AI server giant won its 1st ever order to build a cluster for a new 500MW data center in Johor Malaysia for YTL Group media report citing Wiwynn Chair Emily Hong. Normally Taiwan contract manufacturers build AI server racks only but new non-IT-focused clients"  
[X Link](https://x.com/ChipsandWafers/status/1920035575333114145)  2025-05-07T08:38Z [----] followers, [---] engagements


"Taiwan AI Server ODM April Revenues: Up +73% YoY📈 Down -13% MoM📉 What's going on here $NVDA $AMD $INTC $MSFT $META $GOOG $AMZN Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA https://t.co/iUU2AKSMWU Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA https://t.co/iUU2AKSMWU"  
[X Link](https://x.com/ChipsandWafers/status/1920532721538937215)  2025-05-08T17:34Z [----] followers, [----] engagements


"Among the positive commentary from #Quanta this week about continued AI capacity expansions there is one important point they make in regards to modeling mainstream end-market demand for '25: 👉AI: "Quanta has begun ramping up production of AI servers which accounted for about [--] percent of revenue. Quanta said it is seeing CSPs maintain heavy investment in AI servers and data center infrastructure. 👉 PC: Quanta expects notebook shipments to expand by at least a high-single-digit percentage this quarter from [----] million units last quarter thanks to front-loading demand from customers during"  
[X Link](https://x.com/ChipsandWafers/status/1923291027068031149)  2025-05-16T08:14Z [----] followers, [---] engagements


"Making advanced multi layer substrates is very challenging and only a hand full of companies globally can do it. But given their PCB and SLP expertise Zhen Ding has quickly caught up technologically and now boasts a roadmap as good or better than the incumbents. 3/"  
[X Link](https://x.com/ChipsandWafers/status/1924427348037775616)  2025-05-19T11:30Z [----] followers, [---] engagements


"But where they are really positioning themselves wisely is in regards to China. Zhen Ding has built up significant advanced substrate capacity in mainland China and they are actively and transparently pursuing a "China for China" strategy. Their China factory achieved 40% utilization in [----] and they plan to extend that to 80% in [----]. This has massive implications for revenue and margin growth. 4/ https://twitter.com/i/web/status/1924427351443509579 https://twitter.com/i/web/status/1924427351443509579"  
[X Link](https://x.com/ChipsandWafers/status/1924427351443509579)  2025-05-19T11:30Z [----] followers, [---] engagements


"What makes them really dangerous is that with their "China for China" strategy they are able to win both local customers who are moving ahead with AI Advanced Packages and will need complex high-end substrates as well as multi national customers who sell into China and want to keep the supply chain within mainland China. 5/"  
[X Link](https://x.com/ChipsandWafers/status/1924427354887123041)  2025-05-19T11:30Z [----] followers, [---] engagements


"The last time there was a shortage in Substrates the pricing went through the roof. Check out Taiwanese substrates suppliers like Unimicron and Kinsus https://x.com/dnystedt/status/1927547006811021355 https://x.com/dnystedt/status/1927547006811021355"  
[X Link](https://x.com/ChipsandWafers/status/1927616701127852146)  2025-05-28T06:43Z [----] followers, [----] engagements


"Costs going up for #ATS #Ibiden #Unimicron #NanyaPCB #Kinsus #ZhenDing https://x.com/dnystedt/status/1929700704974987529 https://x.com/dnystedt/status/1929700704974987529"  
[X Link](https://x.com/ChipsandWafers/status/1929831491560763645)  2025-06-03T09:24Z [----] followers, [----] engagements


"Renesas Electronics has suspended the development of #SiC power devices in Japan. It has disbanded its SiC production team at its 150mm Takasaki fab in Gunma Prefecture but is continuing the design of devices that could be built at partner foundries. We have temporarily suspended SiC development but this is not a decision to abandon or withdraw from the market the company tells eeNews Europe. Although we do not have a specific production plan at present we will continue to monitor market conditions and operate our business accordingly."  
[X Link](https://x.com/ChipsandWafers/status/1930548342532063362)  2025-06-05T08:52Z [----] followers, [---] engagements


"Wiwynn continues to rip🚀 June [----] revenue up +*205%* YoY (USD terms). $NVDA https://t.co/ai6f0Q09A8 https://t.co/ai6f0Q09A8"  
[X Link](https://x.com/ChipsandWafers/status/1942492254536622085)  2025-07-08T07:53Z [----] followers, [----] engagements


"Another potential development for Zhen Ding ($4958.TW) Zhen Ding is the number #1 manufacturer of mSAP PCBs (otherwise known as SLP; substrate-like PCBs) https://x.com/paurooteri/status/1949745197707092167 https://x.com/ChipsandWafers/status/1924427341415043567 https://x.com/paurooteri/status/1949745197707092167 https://x.com/ChipsandWafers/status/1924427341415043567"  
[X Link](https://x.com/ChipsandWafers/status/1949752146913636541)  2025-07-28T08:41Z [----] followers, [----] engagements


"Taiwan AI Server ODM's August Revenues: Total Revenue: [-----] USDm - +62% YoY - -4% MoM $NVDA $TSM $AMD $AVGO $GOOG $META $MSFT $AMZN $CRWV $NBIS"  
[X Link](https://x.com/ChipsandWafers/status/1965701046141079828)  2025-09-10T08:57Z [----] followers, [----] engagements


"YoY Revenue Growth (USD terms): - Wistron: +105% - Quanta: +13% - Wiwynn: +219% - Inventec: +26% (All charts 3mma)"  
[X Link](https://x.com/ChipsandWafers/status/1965701050368971059)  2025-09-10T08:57Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing