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

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

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

- X Week XXX +104%
- X Month XXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +61,851%

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

- X Week XX +12%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +5,809%

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

- X Week XXXXX +0.26%
- X Month XXXXX +1.20%
- X Months XXXXX +48%
- X Year XXXXX +30,688%

### CreatorRank: undefined [#](/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)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXXX% [currencies](/list/currencies)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[ai](/topic/ai) 34.48%, [$4062t](/topic/$4062t) #3, [$nvda](/topic/$nvda) #3511, [nvda](/topic/nvda) #453, [business](/topic/business) 13.79%, [taiwan](/topic/taiwan) #1174, [$tsm](/topic/$tsm) #83, [$0522hk](/topic/$0522hk) #1, [strong](/topic/strong) 6.9%, [core](/topic/core) XXX%

**Top accounts mentioned or mentioned by**
[@olympusmons_](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Apple, Inc. (AAPL)](/topic/$aapl) [Streamity (STM)](/topic/$stm) [Orochi Network (ON)](/topic/$on) [Landwolf (WOLF)](/topic/$wolf) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Dell Technologies, Inc. (DELL)](/topic/dell) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Broadcom, Inc. (AVGO)](/topic/$avgo) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last XX hours

"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 X supplier over the next X years 1/"  
[X Link](https://x.com/ChipsandWafers/status/1924427341415043567)  2025-05-19T11:30Z 4929 followers, 22.9K 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 2025 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"  
[X Link](https://x.com/ChipsandWafers/status/1887486487387906337)  2025-02-06T13:00Z 4926 followers, XXX 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 4925 followers, 1615 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"  
[X Link](https://x.com/ChipsandWafers/status/1894638879153492212)  2025-02-26T06:41Z 4925 followers, XXX 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 4925 followers, 2117 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"  
[X Link](https://x.com/ChipsandWafers/status/1910398219491717222)  2025-04-10T18:23Z 4926 followers, 39.4K 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"  
[X Link](https://x.com/ChipsandWafers/status/1920729881576341656)  2025-05-09T06:37Z 4925 followers, 1879 engagements


"#Ibiden talking about Substrates of XXX x 230mm. So you get X per panel Can only imagine the yields on those are frighteningly low"  
[X Link](https://x.com/ChipsandWafers/status/1920731306855424200)  2025-05-09T06:43Z 4927 followers, XXX 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 2025. 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"  
[X Link](https://x.com/ChipsandWafers/status/1925207143893831825)  2025-05-21T15:08Z 4925 followers, XXX 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""  
[X Link](https://x.com/ChipsandWafers/status/1927741066306060634)  2025-05-28T14:57Z 4925 followers, XXX 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"  
[X Link](https://x.com/ChipsandWafers/status/1931964446961774658)  2025-06-09T06:39Z 4927 followers, 9467 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"  
[X Link](https://x.com/ChipsandWafers/status/1931976696783106315)  2025-06-09T07:28Z 4926 followers, 1128 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 4925 followers, XXX 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. 5"  
[X Link](https://x.com/ChipsandWafers/status/1932150844230611237)  2025-06-09T19:00Z 4925 followers, XXX 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"  
[X Link](https://x.com/ChipsandWafers/status/1942130177707843933)  2025-07-07T07:54Z 4927 followers, 2899 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"  
[X Link](https://x.com/ChipsandWafers/status/1947903129627807962)  2025-07-23T06:14Z 4926 followers, 4625 engagements


"#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise"  
[X Link](https://x.com/ChipsandWafers/status/1947917501850939870)  2025-07-23T07:11Z 4926 followers, 4920 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"  
[X Link](https://x.com/ChipsandWafers/status/1947966076534579279)  2025-07-23T10:24Z 4925 followers, 4977 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""  
[X Link](https://x.com/ChipsandWafers/status/1951197137099804882)  2025-08-01T08:23Z 4926 followers, 4408 engagements


"Taiwan AI Server ODM's August Revenues: Total Revenue: 15998 USDm - +62% YoY - -X% MoM $NVDA $TSM $AMD $AVGO $GOOG $META $MSFT $AMZN $CRWV $NBIS"  
[X Link](https://x.com/ChipsandWafers/status/1965701046141079828)  2025-09-10T08:57Z 4926 followers, 2867 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 4927 followers, 81.1K 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)"  
[X Link](https://x.com/ChipsandWafers/status/1975616562045333842)  2025-10-07T17:37Z 4927 followers, 1448 engagements