[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ChipsandWafers Chips & Wafers Chips & Wafers posts on X about $nvda, ai, $4062t, taiwan the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1852754491914715136/interactions)  - X Week XXX +86% - X Month XXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +49,124% ### Mentions: XX [#](/creator/twitter::1852754491914715136/posts_active)  - X Week XX +16% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +3,506% ### Followers: XXXXX [#](/creator/twitter::1852754491914715136/followers)  - X Week XXXXX +0.16% - X Month XXXXX +1.30% - X Months XXXXX +48% - X Year XXXXX +30,731% ### CreatorRank: undefined [#](/creator/twitter::1852754491914715136/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$nvda](/topic/$nvda) #3603, [ai](/topic/ai) 25%, [$4062t](/topic/$4062t) #5, [taiwan](/topic/taiwan) #1201, [$tsm](/topic/$tsm) #126, [$amd](/topic/$amd) #649, [nvda](/topic/nvda) #746, [business](/topic/business) 9.38%, [$3037tw](/topic/$3037tw) #7, [$0522hk](/topic/$0522hk) #1 **Top accounts mentioned or mentioned by** [@olympusmons_](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Teradyne, Inc. (TER)](/topic/$ter) [Intel Corporation (INTC)](/topic/$intc) [Streamity (STM)](/topic/$stm) [Orochi Network (ON)](/topic/$on) [Landwolf (WOLF)](/topic/$wolf) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Apple, Inc. (AAPL)](/topic/$aapl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$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 "Unimicron making a slow comeback April revenue came in +7% MoM and XX% YoY. With consumer demand still muted this is likely driven by substrate sales for $NVDA B series finally breaking into Japanese Ibiden's monopoly" [X Link](https://x.com/ChipsandWafers/status/1922243033690481076) 2025-05-13T10:50Z 4933 followers, XXX 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 4933 followers, 1131 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 4933 followers, 4953 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 4933 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 4930 followers, 1880 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 X supplier over the next X years 1/" [X Link](https://x.com/ChipsandWafers/status/1924427341415043567) 2025-05-19T11:30Z 4928 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 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 4930 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 4930 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 4932 followers, 9471 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 4930 followers, 2118 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 4929 followers, 5003 engagements "Another potential development for Zhen Ding ($4958.TW) Zhen Ding is the number #1 manufacturer of mSAP PCBs (otherwise known as SLP; substrate-like PCBs)" [X Link](https://x.com/ChipsandWafers/status/1949752146913636541) 2025-07-28T08:41Z 4928 followers, 4487 engagements "$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD" [X Link](https://x.com/ChipsandWafers/status/1950450892064412142) 2025-07-30T06:58Z 4930 followers, 3290 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" [X Link](https://x.com/ChipsandWafers/status/1950528889035341912) 2025-07-30T12:08Z 4930 followers, 1947 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 4930 followers, 4410 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 4933 followers, 2869 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 4934 followers, XXX engagements "Cold plate and manifold supplier for the $NVDA GB platform Asia Vital Components saw record monthly revenue and a +105% YoY increase in August. (Chart is 3mma)" [X Link](https://x.com/ChipsandWafers/status/1966084217793573203) 2025-09-11T10:19Z 4930 followers, 81.2K engagements "Cooling Continues to Heat Up❄🚀 Asia Vital Components revenue up +140% YoY (US$ terms) in September recording record monthly revenue for the 8th consecutive month. (Chart in USD 3mma)" [X Link](https://x.com/ChipsandWafers/status/1975616562045333842) 2025-10-07T17:37Z 4929 followers, 1455 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ChipsandWafers Chips & Wafers
Chips & Wafers posts on X about $nvda, ai, $4062t, taiwan the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX +86%
- X Month XXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +49,124%
Mentions: XX #
- X Week XX +16%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +3,506%
Followers: XXXXX #
- X Week XXXXX +0.16%
- X Month XXXXX +1.30%
- X Months XXXXX +48%
- X Year XXXXX +30,731%
CreatorRank: undefined #
Social Influence
Social category influence stocks XXXX% technology brands XXXXX% countries XXXX% currencies XXXX% finance XXXX% cryptocurrencies XXXX%
Social topic influence $nvda #3603, ai 25%, $4062t #5, taiwan #1201, $tsm #126, $amd #649, nvda #746, business 9.38%, $3037tw #7, $0522hk #1
Top accounts mentioned or mentioned by @olympusmons_
Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Teradyne, Inc. (TER) Intel Corporation (INTC) Streamity (STM) Orochi Network (ON) Landwolf (WOLF) Axcelis Technologies Inc (ACLS) Apple, Inc. (AAPL) Super Micro Computer, Inc. Common Stock (SMCI) Dell Technologies, Inc. (DELL) Kulicke & Soffa Industries Inc (KLIC) Broadcom, Inc. (AVGO) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS)
Top Social Posts
Top posts by engagements in the last XX hours
"Unimicron making a slow comeback April revenue came in +7% MoM and XX% YoY. With consumer demand still muted this is likely driven by substrate sales for $NVDA B series finally breaking into Japanese Ibiden's monopoly"
X Link 2025-05-13T10:50Z 4933 followers, XXX 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 2025-06-09T07:28Z 4933 followers, 1131 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 2025-07-23T07:11Z 4933 followers, 4953 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 2025-04-10T18:23Z 4933 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 2025-05-09T06:37Z 4930 followers, 1880 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 X supplier over the next X years 1/"
X Link 2025-05-19T11:30Z 4928 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 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 2025-05-21T15:08Z 4930 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 2025-05-28T14:57Z 4930 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 2025-06-09T06:39Z 4932 followers, 9471 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 2025-06-18T12:04Z 4930 followers, 2118 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 2025-07-23T10:24Z 4929 followers, 5003 engagements
"Another potential development for Zhen Ding ($4958.TW) Zhen Ding is the number #1 manufacturer of mSAP PCBs (otherwise known as SLP; substrate-like PCBs)"
X Link 2025-07-28T08:41Z 4928 followers, 4487 engagements
"$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD"
X Link 2025-07-30T06:58Z 4930 followers, 3290 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"
X Link 2025-07-30T12:08Z 4930 followers, 1947 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 2025-08-01T08:23Z 4930 followers, 4410 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 2025-09-10T08:57Z 4933 followers, 2869 engagements
"YoY Revenue Growth (USD terms): - Wistron: +105% - Quanta: +13% - Wiwynn: +219% - Inventec: +26% (All charts 3mma)"
X Link 2025-09-10T08:57Z 4934 followers, XXX engagements
"Cold plate and manifold supplier for the $NVDA GB platform Asia Vital Components saw record monthly revenue and a +105% YoY increase in August. (Chart is 3mma)"
X Link 2025-09-11T10:19Z 4930 followers, 81.2K engagements
"Cooling Continues to Heat Up❄🚀 Asia Vital Components revenue up +140% YoY (US$ terms) in September recording record monthly revenue for the 8th consecutive month. (Chart in USD 3mma)"
X Link 2025-10-07T17:37Z 4929 followers, 1455 engagements