[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.] #  @Jukanlosreve Jukan Major tech companies, including OpenAI, NVIDIA, and AMD, are making significant investments and partnerships in AI infrastructure, with OpenAI planning to build AI data centers with a total capacity of 10GW within four years. Samsung and SK Hynix are ramping up their production of high-bandwidth memory (HBM) to meet the growing demand from AI applications, with SK Hynix planning to increase its DRAM wafer input to the 600,000-per-month range. The surge in AI computing demand is expected to drive significant growth in the semiconductor industry, with estimates suggesting an additional XX GW of power capacity will be required globally by 2030. ### Engagements: XXXXXXX [#](/creator/twitter::1836240683268759552/interactions)  - X Week XXXXXXXXX +18% - X Month XXXXXXXXXX +35% - X Months XXXXXXXXXX +207% - X Year XXXXXXXXXX +257,170% ### Mentions: XXX [#](/creator/twitter::1836240683268759552/posts_active)  - X Week XXX -XXXX% - X Month XXX +10% - X Months XXXXX +163% - X Year XXXXX +20,600% ### Followers: XXXXXX [#](/creator/twitter::1836240683268759552/followers)  - X Week XXXXXX +4.80% - X Month XXXXXX +21% - X Months XXXXXX +106% - X Year XXXXXX +13,409% ### CreatorRank: XXXXXX [#](/creator/twitter::1836240683268759552/influencer_rank)  ### Social Influence [#](/creator/twitter::1836240683268759552/influence) --- **Social category influence** [technology brands](/list/technology-brands) #4179 [stocks](/list/stocks) #484 [finance](/list/finance) #5988 [countries](/list/countries) #6123 [currencies](/list/currencies) #3109 [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [samsung](/topic/samsung) #481, [open ai](/topic/open-ai) #35, [goldman sachs](/topic/goldman-sachs) #1, [china](/topic/china) #1508, [investment](/topic/investment) #556, [electronics](/topic/electronics) #174, [morgan stanley](/topic/morgan-stanley) #47, [dram](/topic/dram) #20, [$nvda](/topic/$nvda) #136, [meta](/topic/meta) XXXX% **Top accounts mentioned or mentioned by** [@folduniverse](/creator/undefined) [@zephyrz9](/creator/undefined) [@teortaxestex](/creator/undefined) [@zephyr_z9](/creator/undefined) [@grok](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@mojo_flyin](/creator/undefined) [@futureman1977](/creator/undefined) [@mooremorrissemi](/creator/undefined) [@bharata_india](/creator/undefined) [@skhrj0](/creator/undefined) [@otc_bitcoin](/creator/undefined) [@unclesam303](/creator/undefined) [@paurooteri](/creator/undefined) [@el_cid_owneador](/creator/undefined) [@mojoflyin](/creator/undefined) [@0dongfeng](/creator/undefined) [@stephan9015](/creator/undefined) [@ryanhingshing](/creator/undefined) [@rehanyawar84469](/creator/undefined) **Top assets mentioned** [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Artificial Intelligence (AI4)](/topic/$ai4) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [GE Vernova Inc. (GEV)](/topic/$gev) [Arista Networks Inc (ANET)](/topic/$anet) [Micron Technology, Inc. (MU)](/topic/$mu) ### Top Social Posts [#](/creator/twitter::1836240683268759552/posts) --- Top posts by engagements in the last XX hours "The next bottleneck for AI after power will be water. Isnt that a fascinating topic Morgan Stanley projects that by 2028 AIs water consumption will reach about XXXXX billion liters annually an 11x increase compared to 2024. Of course the absolute scale is still small compared to agriculture industry or domestic use. But the growth rate (CAGR) which we all love to look at is by far the fastest among all industries. Whats more with over half of data center hubs already located in medium or higher water-stressed regions I think the bottleneck effect from water is unavoidable. Im planning to" [X Link](https://x.com/Jukanlosreve/status/1965064171172905449) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-08T14:46Z 33.4K followers, 66.8K engagements "- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3" [X Link](https://x.com/Jukanlosreve/status/1969946959780938237) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-22T02:08Z 33.4K followers, 59.1K engagements "After a week I finally wrote again. While everyone was celebrating I couldnt shake off a sense of fear. This essay is where I laid that fear bareword by word. I hope it gives you something to think about" [X Link](https://x.com/Jukanlosreve/status/1976886019967664454) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T05:42Z 33.6K followers, 52.7K engagements "Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it" [X Link](https://x.com/Jukanlosreve/status/1897290199950106683) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-05T14:16Z 33.4K followers, 47.3K engagements "BofA) AMD CFO Conference Call: Positive on OpenAI Deal Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility Maintains Buy Rating This morning we hosted a conference call with AMDs Chief Financial Officer (CFO) Jean Hu and Vice President of Financial Strategy and Investor Relations (IR) Matthew Ramsay attended by many investors. The key points are as follows: X. OpenAIs first 1GW buildout will be shipped in the second half of 2026 using the MI450 series racks with most deliveries concentrated in Q4. X. AMDs supply contribution will" [X Link](https://x.com/Jukanlosreve/status/1976976204122280203) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T11:40Z 33K followers, 34K engagements "Ive been personally researching this company lately. Given the surge in optical fiber demand I believe Fujikura which holds over XX% market share in the optical fiber fusion splicer market will also benefit significantly" [X Link](https://x.com/Jukanlosreve/status/1977302176071590083) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T09:15Z 33.5K followers, 23.5K engagements "Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)" [X Link](https://x.com/Jukanlosreve/status/1966427611992867043) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-12T09:04Z 33.4K followers, 13.3K engagements "AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite" [X Link](https://x.com/Jukanlosreve/status/1976950774547824810) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T09:59Z 33.6K followers, 68.9K engagements "At TSMC PhD-level engineers work in three rotating shifts. The fabs in Taiwan run XX hours a day without stopping. Do you really think Americans would work like this Or even want to And lets assume for the sake of argument that the work culture in the U.S. changes to make people work that hard. Even then would American talent really want to work in fabs I believe they wouldnt theyd choose to go into other fields instead" [X Link](https://x.com/Jukanlosreve/status/1979422961087181014) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T05:43Z 33.6K followers, 155.2K engagements "AI ASIC and Networking Chips Broadcoms dominance in the AI ASIC market is striking with over XXX chip designs completed across 7nm 5nm 3nm and 2nm process nodesfirmly securing its No.1 position with over XX% market share. In the high-performance switching and routing chip sector Broadcom also holds a commanding lead boasting more than XX% market share with its Tomahawk X and Jericho X chipsets. Broadcom is set to begin mass production of its next-generation 3nm Tomahawk X switch chipset in the second half of 2025. The chip supports 102Tbps switching throughput (200Gbps SERDES) and is" [X Link](https://x.com/Jukanlosreve/status/1929684382824255612) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-02T23:39Z 33.6K followers, 29.7K engagements "The $X Trillion Mega Deal: Where Does OpenAIs Money Come From Circular Revenue and Equity-for-Purchase: The Financial Engineering Behind a Trillion-Dollar Order OpenAIs financial magic is realized through two distinct yet logically connected modelsthose with AMD and NVIDIA. Together these two structures illustrate how AI compute power has evolved from a mere capital expenditure (CAPEX) into a financialized and securitized asset class. (1) The AMD Model: Performance-Based Equity-for-Purchase The partnership with AMD is unprecedented in semiconductor history. On the surface it looks like OpenAI" [X Link](https://x.com/Jukanlosreve/status/1975853308951826829) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T09:18Z 33.6K followers, 76.3K engagements "Lets look back at the peak of the memory cycle in 2017. At that time engineers at Samsung and SK Hynix had to write formal reports to their superiors if they made even a single mistake on a wafer that resulted in a defect or scrap. Every single chip immediately translated into money once it reached the market. Today things arent quite as strict about each wafer as they were back then. But as some say it might soon return to that state. The memory supercycle is coming" [X Link](https://x.com/Jukanlosreve/status/1974260354009215219) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-03T23:48Z 33.4K followers, 13.9K engagements "META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()" [X Link](https://x.com/Jukanlosreve/status/1935102049299079335) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-17T22:27Z 33.4K followers, 11.4K engagements "I believe that China will continue to own the weapon that is rare earth elements. Rare earth ores naturally contain numerous impurities and accompanying minerals and to separate them processes such as strong acid leaching solvent extraction precipitation dissolution and neutralization are required. During these processes the soil becomes salinized freshwater is contaminated radiation exposure occurs ecosystems are damaged and workers at refining facilities often suffer from respiratory problems. In short it causes immense harm to the surrounding environment and shortens the lifespan of those" [X Link](https://x.com/Jukanlosreve/status/1977246848256819254) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T05:35Z 33.6K followers, 83K engagements "FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate" [X Link](https://x.com/Jukanlosreve/status/1977344646952198474) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T12:04Z 33.6K followers, 750.8K engagements "Just in: Samsung disbands the TF responsible for HBM4 yield skipping yield improvement and going straight to mass production (according to Korean local media reports)" [X Link](https://x.com/Jukanlosreve/status/1978288293776146797) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T02:34Z 33.6K followers, 7296 engagements "The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years" [X Link](https://x.com/Jukanlosreve/status/1973718462003622297) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-02T11:55Z 33.4K followers, 41.6K engagements "Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in 2026 and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly" [X Link](https://x.com/Jukanlosreve/status/1966424514331640058) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-12T08:51Z 33.3K followers, 17.9K engagements "Wells Fargo) NVIDIA: Meta and Oracle to Use NVIDIA Spectrum-X Ethernet; Concerns About ANET Are Overblown Our View This morning Meta and Oracle announced they will each use NVIDIAs Spectrum-X Ethernet for the Facebook Open Switching System (FBOSS) OS and for giga-scale AI factories respectively. Derivative concerns about ANET (Arista Networks) are excessive we maintain that Arista remains well positioned. Initial Analysis Whats new: This morning NVIDIA announced that Meta will integrate NVIDIAs Spectrum-X switches with the FBOSS (Facebook Open Switching System) on its next-generation" [X Link](https://x.com/Jukanlosreve/status/1978054480487993424) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T11:05Z 33.4K followers, 12.7K engagements "Pessimists sound smart but optimists make money. The market may be noisy but the real rewards go to the optimists. Bobby Molavi Managing Director and veteran trader at Goldman Sachs recently wrote these words. He emphasized There are indeed signs of a bubble in the market but the main pillars supporting this long bull runespecially the massive capital expenditure boom triggered by AIare crystal clear. Molavi warned Until the long-term AI narrative becomes reality fighting against that enormous flow of capital is futile. In other words what investors need now is to see the signals ignore the" [X Link](https://x.com/Jukanlosreve/status/1975535664025509902) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T12:16Z 33.6K followers, 70.2K engagements "Friends I need your help with my investment idea. Between Alibaba and Tencent which company should I choose Morgan Stanley has named Alibaba as one of the worlds top three AI developers and recommended buying the stock. In fact Qwen has shown strong performance in coding and is leading in open source. Also Alibabas cloud business is growing rapidlyglobally. On the other hand the company is suffering heavy losses in the delivery business against Chinese players like Meituan and its still facing tough competition in retail which is a factor behind its undervaluation. Now lets look at Tencent." [X Link](https://x.com/Jukanlosreve/status/1971800936134873321) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-27T04:55Z 33.4K followers, 11.7K engagements "Semiconductor Foundry: N2 Growth and Mature Nodes Advancing in Parallel Capacity Expansion and Pricing Resilience Expected UBS (S. Lin 25/06/06) Over the next three years driven by multiple platform migrations including smartphones PCs and servers the N2 node is expected to become TSMCs second-largest process node. Concurrently utilization and pricing improvements in mature processes will underpin the broader foundry industry. Robust N2 Node Demand Expansion UBSs TAM analysis suggests Qualcomm and MediaTeks flagship SoCs will migrate concurrently with Apples A-series to N2 marking the first" [X Link](https://x.com/Jukanlosreve/status/1932074720536752602) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-09T13:58Z 33.5K followers, 18.7K engagements "Frankly Im deeply concerned. When Micron was sanctioned by China the Biden administration and U.S. political circles pressured South Korea not to allow Samsung or SK hynix to fill Microns market void. Now Micron has effectively withdrawn from half of its memory business in China. (According to Reuters Micron will continue to operate in China only for automotive and smartphone memory.) So what will the U.S. ask of South Korea this time Im genuinely worried" [X Link](https://x.com/Jukanlosreve/status/1979072246263222771) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T06:29Z 33.6K followers, 62.1K engagements "I dont care if AGI never comes anymore. Im going to keep using ChatGPT" [X Link](https://x.com/Jukanlosreve/status/1978238144723013927) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T23:15Z 33.6K followers, 15.1K engagements "Will OpenAI sign a contract with Micron $MU" [X Link](https://x.com/Jukanlosreve/status/1978803285923704859) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:40Z 33.6K followers, 22.6K engagements "Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market" [X Link](https://x.com/Jukanlosreve/status/1977301691839230406) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T09:13Z 33.5K followers, 31K engagements "Bernstein: The U.S. Power Grid Problem Is Extremely Serious Electricity Prices Likely to Rise from $0.10/kWh to Above $0.15/kWh The core issue with the U.S. power grid is that demand is soaring while investment isnt keeping pace. Over the past decade electricity demand in the U.S. has remained almost flat but now a turning point has arrived. Bernstein forecasts that from 2024 to 2030 U.S. electricity demand will grow at an average annual rate of 2.3%. That number may not seem dramatic but regional transmission operators are predicting far faster growth a weighted average of XXX% with" [X Link](https://x.com/Jukanlosreve/status/1976824503776035117) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T01:37Z 33.6K followers, 25.9K engagements "Analysis of Beneficiaries in Asian Semiconductor and Server Supply Chains from OpenAIs Aggressive AI Infrastructure Expansion (JPM) X. AI Infrastructure Investment Scale and Market Impact OpenAI plans to build AI data centers with a total capacity of 10GW within four years with a total investment of USD XXX billion. Of this USD XXX billion will be executed through a 4.5GW partnership with Oracle with the remainder outsourced to Softbank CoreWeave and others. The AI infrastructure supply chain is already very tight through 2026 and the additional demand is expected to intensify supply" [X Link](https://x.com/Jukanlosreve/status/1974431374557016248) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-04T11:08Z 33.4K followers, 121.1K engagements "Citi: We estimate that due to AI computing demand an additional XX GW of power capacity will be required globally by 2030 leading to $XXX trillion of incremental AI computing expenditure in the United States" [X Link](https://x.com/Jukanlosreve/status/1974077268583682198) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-03T11:41Z 33.6K followers, 139K engagements "Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI" [X Link](https://x.com/Jukanlosreve/status/1978970723088548223) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T23:46Z 33.6K followers, 261.1K engagements "Why Its Not a Bubble Yet (Goldman Sachs) X. Criteria for Identifying a Bubble and the Current Situation Historically bubbles are characterized by excessive valuations sharp price increases over-leverage and speculative participation. While todays market shows some similarities (high valuations capital intensity vendor financing) the rise in tech stocks is grounded in real earnings growth the financial structures of top firms remain solid and competition in AI is still limited to a small group of large players. On valuation metrics (P/E PEG P/B vs. ROE DDM) the market is below historical" [X Link](https://x.com/Jukanlosreve/status/1975809517133930598) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T06:24Z 33.6K followers, 39.9K engagements "We could foresee in the near future hundreds of millions of smart glasses interconnected with each other and with the people who wear them creating huge communities. Is that so Even if that happens I dont see Meta leading the smart glasses market" [X Link](https://x.com/Jukanlosreve/status/1976237667059892553) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T10:45Z 33.4K followers, 13K engagements "Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of" [X Link](https://x.com/Jukanlosreve/status/1975058847632069087) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-06T04:41Z 33.5K followers, 7654 engagements "OpenAI has budgeted a staggering $XXX billion in server expenses through 2030.- the information" [X Link](https://x.com/Jukanlosreve/status/1978810786362409198) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T13:10Z 33.6K followers, 99.1K engagements "AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner" [X Link](https://x.com/Jukanlosreve/status/1975452415718830084) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T06:45Z 33.6K followers, 62K engagements "But thats fascinating. How could OpenAI possibly develop AI technology related to semiconductors Of course since OpenAI is taking the lead in designing the ASIC with Broadcom its undeniable that they already have some semiconductor design capabilities. But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys. How are they even able to do that" [X Link](https://x.com/Jukanlosreve/status/1977918561890021521) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T02:05Z 33.4K followers, 30K engagements "BofA: Global data center capital expenditures are expected to expand at an impressive compound annual growth rate (CAGR) of XX% from 2024 to 2028 ultimately forming a massive market exceeding $XXX billion by 2028. $NVDA $AVGO $AMD $TSM" [X Link](https://x.com/Jukanlosreve/status/1975829708739924317) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T07:44Z 33.6K followers, 20.7K engagements "Goldman Sachs) AMD: The strategic partnership with OpenAI is a strong long-term catalyst for AMDs GPU business momentum; earnings estimates and target price raised Our View and Potential Industry Impact We view this announcement as a significant positive development for AMDs competitive positioning in the accelerator market for both training and inference workloads. The expectation that AMD will participate in part of OpenAIs training stack is encouraging as it slightly undermines Nvidias (NVDA) dominant share in OpenAIs training workloads to date. For Broadcom (AVGO) the impact is seen as" [X Link](https://x.com/Jukanlosreve/status/1975771979597885443) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T03:55Z 33.5K followers, 13.4K engagements "There are quite a few surprising developments: X. Intel's Nova Lake CPUs and GPUs are expected to use TSMCs 2nm process. X. AWS-related updates - Alchips () T3 chip was taped out in February and has already gone wafer-out as of May. - T4 is expected to be announced this summer and Alchip is seen as a strong contender to win the project. - Collaborating with Arista Labs on I/O chiplets. Google TPU X. Ironwood (TPU v7p) is scheduled to enter mass production in the first half of 2025. - Broadcom has taped out a 3nm-based v7e MediaTek is expected to tape out the 3nm v8p in August 2025 with mass" [X Link](https://x.com/Jukanlosreve/status/1934769230328848517) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-17T00:25Z 33.4K followers, 4921 engagements "Goldman Sachs) Implications of U.S. Power Demand Growth Reflecting our TMT (Technology Media and Telecom) teams upward revisions to server shipment forecasts and data capacity expansions we are raising our estimate for total U.S. power demand growth to a XXX% CAGR through 2030. Our updated data center power demand forecast now accounts for approximately XX% of total U.S. power demand by 2030 up from the previous estimate of 10%. According to the latest actual data from the U.S. Department of Energy (DOE) data centers accounted for about X% of total power demand in 2023. Within total data" [X Link](https://x.com/Jukanlosreve/status/1977743308496716066) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T14:28Z 33.4K followers, 7054 engagements "What the heck happened to AVGO" [X Link](https://x.com/Jukanlosreve/status/1977721592441364525) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T13:02Z 33K followers, 22.7K engagements "@zephyr_z9 What if my WeChat and Weibo accounts get suspended Oh my god Id be really sad if I couldnt enter China" [X Link](https://x.com/Jukanlosreve/status/1976222831827648581) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T09:46Z 33.4K followers, 2165 engagements "Goldman Sachs) AI/Data Center Power Demand: The Six Ps Driving Growth and Constraints As AI investment and traditional data demand continue to rise we are revisiting our data center power demand outlook and the six key drivers (Ps) that act as both upside and downside catalysts: Pervasiveness of AI Productivity of servers and computing Prices of electricity required to expand supply Policy initiatives Parts availability for securing diverse power sources and People availability for building and maintaining infrastructure. We now forecast total data center power demand (AI + non-AI) to grow" [X Link](https://x.com/Jukanlosreve/status/1977744655304548628) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T14:34Z 33.6K followers, 61K engagements "U.S. Big Techs Accelerate Decoupling from China Americas big tech companies are increasingly joining the ranks of those moving away from Chinaexcluding Chinese-made components or shifting production bases to other countries. As the United States and China continue a fierce standoff not only in trade but also in advanced industries such as artificial intelligence (AI) and semiconductors this move is seen as an attempt to minimize political risks stemming from U.S.-China tensions. According to Nikkei Asia citing multiple industry sources familiar with the matter Microsoft (MS) Amazon Web" [X Link](https://x.com/Jukanlosreve/status/1978796209524662747) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:12Z 33.6K followers, 24.8K engagements "Goldman Sachs: Major Upward Revision of Alibabas Capital Expenditure Outlook In its October XX report Goldman Sachs stated that Alibabas AI-related cloud revenue has achieved triple-digit growth for eight consecutive quarters reaching XX% of total cloud revenue in the June quarter. Citing full-stack AI capabilities and the rapid surge in multimodal AI demand Goldman raised its forecast for Alibaba Clouds external revenue growth from XX% / XX% / XX% XX% / XX% / 19%. It also significantly increased its three-year CapEx forecast to RMB XXX billion($64.4B) calling it one of the most aggressive" [X Link](https://x.com/Jukanlosreve/status/1977687040746733995) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T10:45Z 33.6K followers, 17.1K engagements "Surrender to Hanmi SK hynixs TC Bonder Supply Chain Diversification Stalls SK hynix is reorganizing its supply chain for TC bonders used in high-bandwidth memory (HBM) but the move is effectively faltering. The company has been pushing to diversify its supply chain away from its long-standing sole vendor model with Hanmi Semiconductor but with its new partner Hanwha Semitek facing questions over technical maturity the company is readjusting its strategy. Investment in TC bonders has also slowed with expected equipment purchases this year likely to shrink to around XX units down from the" [X Link](https://x.com/Jukanlosreve/status/1972974037778530469) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-30T10:37Z 33.1K followers, 12.2K engagements ""An insider explained Samsungs management believes that even with a lower DRAM yield if it can achieve better HBM4 performance than competitors it can change the market landscape currently dominated by SK hynix. Thats why theyre pursuing selection and concentration even at the cost of disbanding the 1c DRAM yield-improvement TF to accelerate the HBM4 timeline."" [X Link](https://x.com/Jukanlosreve/status/1978288712070189431) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T02:35Z 33.6K followers, 14.7K engagements "AI Investment Cycle Is Not Excessive Entering a Sustainable Build-Out Phase (Goldman Sachs) X. Sustainability of the Investment Cycle Despite massive AI infrastructure investments by major firms such as OpenAI Nvidia AMD and Broadcom (totaling over USD XXX billion) the current scale of AI investment remains below X% of U.S. GDP a manageable level compared to previous tech cycles that peaked between 25%. The productivity-driven economic value from AI (PDV estimated at USD X trillion) is projected to far exceed the cumulative investment over time. From a macroeconomic perspective the overall AI" [X Link](https://x.com/Jukanlosreve/status/1978797887317561784) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:19Z 33.6K followers, 8904 engagements "Morgan Stanley: The Market Is Underestimating a Potential Major AI Tailwind in 2026 A Great Leap in AI Capability Driven by Compute Power Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. The report suggests that the exponential increase in computing power could trigger a nonlinear leap in AI model capability. According to analysts including Stephen C. Byrd multiple U.S. large language model (LLM) developers plan to increase compute for training frontier models by" [X Link](https://x.com/Jukanlosreve/status/1976178177467953616) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T06:49Z 33.6K followers, 45.5K engagements "The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order" [X Link](https://x.com/Jukanlosreve/status/1904019260860682337) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-24T03:55Z 33.4K followers, 113.7K engagements "NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure Competitive Dynamics Remain Strong Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley stated that at its investor meeting in Boston NVIDIA emphasized that its AI growth is still in the early stages particularly that agentic AI applications in enterprise and industrial scenarios remain in the embryonic phase. Management presented strong arguments supporting the durability of NVIDIAs competitive position and reiterated an Overweight (OW) rating. Management noted that current AI demand growth is mainly driven by the migration of" [X Link](https://x.com/Jukanlosreve/status/1977266539377443085) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T06:54Z 33.6K followers, 56.9K engagements "@RYANHINGSHING @grok Which company makes WPS" [X Link](https://x.com/Jukanlosreve/status/1977259264050970936) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T06:25Z 33.4K followers, 1431 engagements "SoftBank in Talks for $X Billion Margin Loan Backed by Arm Stock SoftBank Group is in discussions with several global banks to borrow $X billion to strengthen its capital reserves. At the same time Masayoshi Son is accelerating the Japanese investment groups push into the artificial intelligence sector. According to people familiar with the matter SoftBank is about to sign an agreement with a group of lenders to secure a collateralized loan backed by shares of its chip subsidiary Arm Holdings Plc. The funds will reportedly be used for further investment in OpenAI later this year. (Bloomberg)" [X Link](https://x.com/Jukanlosreve/status/1976510352805556585) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T04:49Z 33.6K followers, 173.3K engagements "The increasing adoption of hybrid bonding is also worth noting. Thats the reason Im bullish on BESI" [X Link](https://x.com/Jukanlosreve/status/1970330663015547159) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-23T03:33Z 33.4K followers, 13.5K engagements "Goldman Sachs) TSMC: Strong 3Q GM Performance; Sustained AI Growth to Keep Multi-Year Trajectory; Raises TP to $XXX Maintains Buy Rating X. AI Demand Expansion TSMC held its 3Q25 earnings call on October XX 2025. The company reported a strong gross margin (GM) for the quarter and its 4Q GM guidance indicated a further 50bps (0.5ppt) improvement quarter-over-quarter. We believe one of the most important takeaways from the call was TSMCs progressively more positive stance on AI. Management acknowledged that AI token generation is growing exponentially every three months confirming that demand" [X Link](https://x.com/Jukanlosreve/status/1978992034322223376) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T01:10Z 33.6K followers, 17.6K engagements "I believe SK hynix will continue to maintain its leadership but Samsung will catch up faster than the market expects. While the leader suffers from pessimism about losing market share optimism and expectations of gaining share tend to surround the second place. Samsung is still cheap" [X Link](https://x.com/Jukanlosreve/status/1978246136763924769) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T23:46Z 33.6K followers, 10.8K engagements "Prediction: Could OpenAI be about to announce a partnership with Intel" [X Link](https://x.com/Jukanlosreve/status/1978605587140424159) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T23:35Z 33.6K followers, 42.8K engagements "Samsung regains the throne in the memory market overtaking SK Hynix to reclaim the No. X spot In the third quarter of 2025 Samsung Electronics recorded $XXXX billion in memory sales surpassing SK Hynix (which posted $XXXX billion) to reclaim the top position in the global memory market. Samsungs recovery was driven by strong demand for commodity DRAM and NAND. Although its HBM business underperformed earlier this year it is expected to enter a full-fledged growth phase starting next year supported by HBM3E and HBM4. With continued momentum in both commodity DRAM and HBM Samsung is projected" [X Link](https://x.com/Jukanlosreve/status/1977977365159633237) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T05:58Z 33.4K followers, 12.7K engagements "(J.P. Morgan) Investor Commentary on the AMDOpenAI Deal Investors broadly welcomed the deal calling it a major step for AMD to meaningfully expand its installed base in AI computing. In fact the scale of the deal is impressive (about XX% the size of OpenAIs NVDA contract) and effectively serves as a powerful stamp of approval for AMDs Instinct GPUs by associating them directly with OpenAI. Harlan estimates that the planned X GW deployment of AMD GPUs will drive roughly $XX XX billion in revenue on an annualized basis between 2027 and 2030 translating to an additional $XX XX billion per year" [X Link](https://x.com/Jukanlosreve/status/1975558930785771798) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T13:48Z 33.4K followers, 18.9K engagements "UBSs AMD/ASIC chip CoWoS modeling" [X Link](https://x.com/Jukanlosreve/status/1976547472664351078) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T07:16Z 33.4K followers, 13.1K engagements "@piecesofal_ Still Im reluctant to invest in companies that are losing money" [X Link](https://x.com/Jukanlosreve/status/1977305963150602534) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T09:30Z 33.6K followers, XXX engagements "BofA: Why is global capital pouring into the data center industry X. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $X million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $XX million. In total the capital expenditure per MW amounts to roughly $XX million. X. Revenue and Profitability: Each MW can generate $XX million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $XXXX per kWh)" [X Link](https://x.com/Jukanlosreve/status/1975830933904261137) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T07:49Z 33.6K followers, 90.8K engagements "From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X" [X Link](https://x.com/Jukanlosreve/status/1966102268404707368) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-11T11:31Z 33.6K followers, 19.7K engagements "@TShirtnJeans2 That rumor is not true. SiCarrier did not unveil any lithography equipment today" [X Link](https://x.com/Jukanlosreve/status/1978326760610570305) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T05:07Z 33.1K followers, 2566 engagements "Samsung to Invest $XXX Million in Latest EUV Equipment Samsung Electronics will invest approximately XXX trillion KRW (about $XXX million) by the first half of next year to introduce two units of the latest High-NA (Numerical Aperture) EUV lithography equipment from Dutch supplier ASML. This new system can print circuits XXX times finer than existing models and is considered essential for producing next-generation foundry chips and high-performance DRAM. According to industry sources on October XX Samsung plans to bring in one High-NA EUV machine (model: Twinscan EXE:5200B) by the end of this" [X Link](https://x.com/Jukanlosreve/status/1978384838785986986) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T08:57Z 33.6K followers, 43.9K engagements "Rumor: King Yuan secured the burn-in test equipment deal with Nvidia beating out Advantest" [X Link](https://x.com/Jukanlosreve/status/1953338821816533001) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-07T06:14Z 33.4K followers, 8629 engagements "U.S. REVOKES EXEMPTION FOR TSMCS SEMICONDUCTOR SUPPLY TO CHINA" [X Link](https://x.com/Jukanlosreve/status/1962862991260655890) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-02T12:59Z 33.5K followers, 39.8K engagements "According to GF Securities MediaTek is set to replace Marvell and supply SerDes I/O for Microsofts upcoming MAIA project. $MRVL" [X Link](https://x.com/Jukanlosreve/status/1903995137010937877) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-24T02:19Z 33.4K followers, 16.2K engagements "The founder and CEO of HoYoverse Liu Wei came to Korea today for a HoYoverse event I couldnt attend the event myself but Im really happy that Liu Wei visited Korea" [X Link](https://x.com/Jukanlosreve/status/1977322252342571322) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T10:35Z 33.4K followers, 8710 engagements "Exclusive Samsung 2nm Hits Another Milestone Sample Supply to Qualcomm for Next-Gen AP Samsung Electronics has supplied Qualcomm with a next-generation application processor (AP) sample built on its 2nm process signaling a potential revival of collaboration between the two companies. Industry analysts believe Samsung Foundrys technology has entered a more stable phase in terms of both performance and yield increasing the likelihood of additional orders from Qualcomm. According to multiple semiconductor industry sources on the 10th Samsung Foundry recently provided Qualcomm with a sample of" [X Link](https://x.com/Jukanlosreve/status/1976461959047582056) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T01:37Z 33.5K followers, 29K engagements "BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in 2021 the average rack power density in data centers was below XX kilowatts (kW). Today a standard NVIDIA Hopper" [X Link](https://x.com/Jukanlosreve/status/1975834813648220366) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T08:05Z 33.4K followers, 69.5K engagements "Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization potential. Germanys Deutsche Bank recently reported that consumer spending on ChatGPT in the European market has been virtually stagnant since May 2025. This suggests that ChatGPT the symbolic product of the AI boom may have already reached its peak in attracting new paying subscribers. Although OpenAI CEO Sam Altman announced" [X Link](https://x.com/Jukanlosreve/status/1979082697302802444) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T07:10Z 33.6K followers, 419.9K engagements "Damn it does anyone know which company this is This is really huge. $INTC" [X Link](https://x.com/Jukanlosreve/status/1979186201803227433) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T14:02Z 33.6K followers, 105.8K engagements "Micron CEO Denies Rumors of HBM4 Elimination Mass Production to Begin in First Half of Next Year Micron has effectively denied rumors circulating in the Korean securities market that the company had been eliminated from the HBM4 competition. On the earnings conference call held on the 23rd (local time) Sanjay Mehrotra CEO of U.S. memory chipmaker Micron said: Micron plans to transition to HBM4 in 2026 and we can provide industry-leading data processing speeds of XX gigabits per second (Gbps) to meet customer requirements adding that the first shipments will be in the first half of 2026." [X Link](https://x.com/Jukanlosreve/status/1970633506616418332) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-23T23:36Z 33.4K followers, 14.1K engagements "When everyones cheering I start to feel a bit uneasy. When will this memory supercycle come to an end The current consensus seems to be that supply shortages will persist until around the end of Q2 2026. But what happens after that And when will the market start to price in the risk that this memory cycle is peaking When will investors begin to factor that into valuations" [X Link](https://x.com/Jukanlosreve/status/1976594940978430050) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T10:25Z 33.3K followers, 29K engagements "Exclusive Not Selling Well at All Samsung to Discontinue Ultra-Slim Galaxy Edge Line Samsung Electronics has decided to discontinue its ultra-slim smartphone lineup the Edge series. The decision comes just five months after the company ambitiously launched the ultra-slim line in May. The key reason cited is that sales fell far short of expectations. As a result at the Galaxy S26 series Unpacked event in January next year it is highly likely that Samsung will return to its traditional three-model lineup: the S26 (Pro) Plus and Ultra. According to NewsPims coverage on the 16th Samsung recently" [X Link](https://x.com/Jukanlosreve/status/1978711444041650536) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T06:35Z 33.6K followers, 225.9K engagements "Exclusive Samsung Electronics Bets Big on EUV in MemoryCounters SK hynix with Facility Investment Following its adoption of the latest EUV (Extreme Ultraviolet) lithography equipment for its foundry (contract manufacturing) business Samsung Electronics is now expanding its production capacity in memory as well having secured five additional EUV lithography machines dedicated to its memory division. Coinciding with the arrival of the memory supercycle the competition between Samsung and SK hynix is heating up as both companies ramp up investments in semiconductor manufacturing equipment to" [X Link](https://x.com/Jukanlosreve/status/1979007496267403352) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T02:12Z 33.6K followers, 37.2K engagements "Goldman Sachs: AI Capex Boom Will Continue to Drive S&P XXX Cash Spending in 2026 We forecast that total cash spending by S&P XXX companies will reach $XXX trillion in 2026 up XX% from 2025. We expect capital expenditures (capex) to see the fastest growth (+17% YoY) driven by AI hyperscaler investment while cash M&A will also rebound (+15%). According to our estimates XX% of total cash spending will go toward capex and R&D XX% toward shareholder returns (buybacks and dividends) and X% toward cash M&A. Strong earnings growth supportive monetary and fiscal policies and AI-related investments" [X Link](https://x.com/Jukanlosreve/status/1979182308503744843) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T13:46Z 33.6K followers, 62.1K engagements "Taiwans Hon Hai (Foxconn) Q2 revenue increased by XXXX% YoY June revenue: TWD XXXXX billion up XXXXX% YoY Q2 total revenue: TWD XXX trillion up XXXXX% YoY" [X Link](https://x.com/Jukanlosreve/status/1941407179594244423) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-05T08:01Z 33.1K followers, 18.7K engagements "TSMC surpasses XX% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors" [X Link](https://x.com/Jukanlosreve/status/1976449344296583222) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T00:46Z 33.6K followers, 81.5K engagements "Latest data from Samsung Securities on CoWoS consumption by customer companies" [X Link](https://x.com/Jukanlosreve/status/1898541559819456947) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-09T01:09Z 33.4K followers, 37.2K engagements "Global Data Center Supply-Demand Trend The global data center supply adequacy ratio is expected to be around XX% in 2025 and remain at a similar level in 2026. In other words the global data center market will remain tight through 2026 with supply unable to fully meet demand. The situation is expected to gradually ease from 2027 reaching around XX% by 2030 which still represents a relatively high level. This indicates sustained mid- to long-term demand momentum for EPC contractors power equipment suppliers and cooling infrastructure providers" [X Link](https://x.com/Jukanlosreve/status/1977934910901071882) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T03:10Z 33.6K followers, 19.9K engagements "GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating" [X Link](https://x.com/Jukanlosreve/status/1921770409927549247) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-05-12T03:32Z 33.4K followers, 29.8K engagements "$NVDA is specifically bought to satisfy customer demand (on the cloud). $GOOGL doesn't use $NVDA GPUs for production use cases on their own products like Gemini. Every first-party service that $GOOGL has is powered by TPUs" [X Link](https://x.com/Jukanlosreve/status/1978808738455732405) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T13:02Z 33.6K followers, 58.4K engagements "(Rumor) ABF price hike expected at the end of this month Kinsus / Nandem (Nan Ya PCB) Special-spec ABF products will see a XX% price increase while other categories will rise by 1020%. The companies expect supply shortages to continue until the first half of 2027 and the upcoming price hike will be implemented in one go. Currently all ABF production capacity at Nandems four factories has been fully reserved by NVIDIA meaning there is no available capacity left until the new plant is completed by the end of next year. As a result the market is expected to enter a price hike and supply shortage" [X Link](https://x.com/Jukanlosreve/status/1975796782488801763) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T05:33Z 33.5K followers, 9075 engagements "Why didnt I think of this sooner The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers) narrowing the cost gap between NVIDIA chips and ASICs to around XX% on average. Jensen Huang is doing whatever it takes to eliminate his competitors" [X Link](https://x.com/Jukanlosreve/status/1976243342024507862) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T11:08Z 33.5K followers, 75.6K engagements "KIS: SK hynix (000660) Target Price 560000 KRW 3Q25 Preview: Venturing into Uncharted Territory 3Q25 Earnings Expected to Beat Consensus We project Q3 revenue of XXXX trillion KRW (+13% QoQ +43% YoY) and operating profit of XX trillion KRW (+31% QoQ +71% YoY) exceeding the consensus estimate of XXXX trillion KRW by 11%. Server DRAM demand is surging and DRAM bit growth in Q3 is expected to surpass guidance. NAND will also exceed expectations driven by soaring demand for QLC eSSDs used in AI storage boosting both revenue and profit at subsidiary Solidigm. HBM sales once again surpassed plan in" [X Link](https://x.com/Jukanlosreve/status/1973659133661638765) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-02T07:59Z 33.4K followers, 40.8K engagements "In a recently released industry research report Goldman Sachs pointed out that the supply of T-glass used in high-end BT substrates (mainly for smartphone SoCs) could face a double-digit percentage shortage over the next several months to quarters. Following the report shares of Taiwan Glass () surged to the daily limit on the 7th showing strong momentum. Goldman Sachs stated in the report that most T-glass production is currently consumed by ABF substrates and since AI GPUs and ASICs have a very high usage ratio of T-glass within ABF substrates the allocation of T-glass is increasingly" [X Link](https://x.com/Jukanlosreve/status/1975485187485278675) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T08:55Z 33.4K followers, 25.4K engagements "Intel didnt give me a tour of their 18A facility😡 Our relationship is over now Samsung is my best friend" [X Link](https://x.com/Jukanlosreve/status/1976506132563976568) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T04:32Z 33K followers, 33.4K engagements "Has ChatGPTs paid subscriber growth already hit its limit" [X Link](https://x.com/Jukanlosreve/status/1979082966924943650) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T07:12Z 33.6K followers, 48.6K engagements "Bernstein: Sam Altman has the power to either crash the global economy for the next decade or lead us all to the promised land. In my view as of now it seems were heading toward the crash" [X Link](https://x.com/Jukanlosreve/status/1975801486761468129) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T05:52Z 33.4K followers, 60.9K engagements "I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI" [X Link](https://x.com/Jukanlosreve/status/1977764418709758106) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T15:52Z 33.6K followers, 124.1K engagements "Marvell wins OpenAI inference ASIC order $MRVL" [X Link](https://x.com/Jukanlosreve/status/1955831984850395568) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-14T03:20Z 33.4K followers, 58.5K engagements "On the AI Circular Structure: Morgan Stanley Lack of Disclosure Makes True Risk Assessment Difficult According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining performance obligations (RPO) and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. This high concentration in a single customer means that the future growth and success of these suppliers are tightly bound to OpenAIs fate. The AI Gamble of Hyperscale Data Center Operators To" [X Link](https://x.com/Jukanlosreve/status/1976145507929272335) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T04:39Z 33.6K followers, 203.1K engagements "My point is simple. In the U.S. there are just too many high-paying jobs. In Taiwan or Korea semiconductor engineers are among the highest-paid professionals. But is that really the case in America" [X Link](https://x.com/Jukanlosreve/status/1979423919259160869) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T05:46Z 33.6K followers, 11.5K engagements "TSMC (TW.2330) FY3Q25 Earnings Results FY3Q25 Results Revenue: US$33.1B (+10% QoQ +41% YoY) X% above consensus Gross Profit Margin (GPM): XXXX% (+1ppt QoQ +2ppt YoY) above consensus (58.9%) Revenue Breakdown by Segment: HPC (High Performance Computing): XX% (3ppt QoQ +6ppt YoY) Smartphone: XX% (+3ppt QoQ 4ppt YoY) Internet of Things (IoT): X% (0ppt QoQ 2ppt YoY) Automotive: X% (0ppt QoQ 0ppt YoY) Others: X% (1ppt QoQ 0ppt YoY) Digital Consumer Electronics: X% (+1ppt QoQ 0ppt YoY) Advanced Node Mix (7nm): XX% (0ppt QoQ +5ppt YoY)" [X Link](https://x.com/Jukanlosreve/status/1978697497930572081) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T05:40Z 33.6K followers, 17.3K engagements "What Samsung makes ASICs" [X Link](https://x.com/Jukanlosreve/status/1977886062484808179) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T23:55Z 33.6K followers, 45.7K engagements "TSMC Wafer Pricing Trend (Morgan Stanley)" [X Link](https://x.com/Jukanlosreve/status/1944894294944571631) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-14T22:58Z 33.5K followers, 17.8K engagements "GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our" [X Link](https://x.com/Jukanlosreve/status/1968193488731906253) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-17T06:01Z 33.3K followers, 11K engagements "AI Reconfigures the Entry Point of Web Traffic Morgan Stanley: Vertical Sites Are Safe in the Short Term but Face Long-Term Risk of Losing Traffic to AI Generative AI is reshaping how users discover information posing a potential challenge to internet platforms that depend on traffic. In a report released on October XX Morgan Stanley stated: At present AI represented by ChatGPT is less a substitute or destroyer of platforms than it is an information distributor and function enabler. In the short term leading vertical sites with strong brand power and data moats remain solid. However in the" [X Link](https://x.com/Jukanlosreve/status/1978659393509244969) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T03:08Z 33.4K followers, 8070 engagements "What do you think about this "Furthermore if the United States further expands its technological countermeasures it could also slow down China's localization process. China's semiconductor self-sufficiency rate is currently at a low level of XX% and our industry analysts expect it to increase to XX% by 2027. Even in the field of advanced-process logic chips where localization has made faster progress domestic Chinese GPUs will only be able to meet XX% of the country's AI demand by 2027."" [X Link](https://x.com/Jukanlosreve/status/1979480850120245447) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T09:33Z 33.6K followers, 8095 engagements "Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA" [X Link](https://x.com/Jukanlosreve/status/1967810540035768448) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-16T04:39Z 33.3K followers, 30.5K engagements "@TShirtnJeans2 @DicksonPau I dont really have an opinion on that. But one things for sure: TPU is the most successful ASIC and the reason customers choose Broadcom is because Broadcom can build replicas of the TPU. Just look at the chips Marvell made they fall way short of the TPU dont they" [X Link](https://x.com/Jukanlosreve/status/1963771759100109298) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-05T01:10Z 33.4K followers, XXX engagements "Doosan Likely to Acquire SK Siltron Doosan Group has emerged as the leading candidate to acquire SK Siltron the worlds third-largest semiconductor wafer manufacturer. Doosan is in exclusive talks with SK Group regarding the acquisition and if the groups top management grants approval after the Chuseok holiday the company plans to proceed with detailed due diligence and aims to sign a share purchase agreement (SPA) by year-end. Both sides are valuing SK Siltron at the high-4 trillion KRW level which is about X times last years EBITDA of XXX billion KRW. Doosan became the sole candidate after" [X Link](https://x.com/Jukanlosreve/status/1973302074390786169) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-01T08:20Z 33.5K followers, 9393 engagements "Korean semiconductor stocks have risen more than XX% since the beginning of the year yet they still trade at lower P/B ratios compared to global memory peers" [X Link](https://x.com/Jukanlosreve/status/1976598517654454591) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T10:39Z 33K followers, 13.5K engagements ""If this project goes well we expect the next few generations of the Maia chip to also be manufactured (fabbed) at Intel. The last sentence is not an evaluation of Intels 18A or 18AP process but rather a general statement about the project as a whole. From a process standpoint as SemiAccurate has been saying for years everything is proceeding smoothly without any issues." from Semiaccurate" [X Link](https://x.com/Jukanlosreve/status/1979187241537933575) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T14:06Z 33.6K followers, 39.4K engagements "Just in: MediaTeks TPU v7e reportedly taped out and delivered UBS" [X Link](https://x.com/Jukanlosreve/status/1976108216904974764) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T02:11Z 33.3K followers, 24.6K engagements "The Information reported that Oracle incurs a XXX% loss in the process of leasing out NVIDIA B200 GPUs" [X Link](https://x.com/Jukanlosreve/status/1978964201289781606) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T23:20Z 33.6K followers, 56.1K engagements "Cantor Fitzgerald) NVIDIA: Raises Target Price to $XXX Amid Accelerating AI Infrastructure Growth Last week we hosted an investor meeting in New York with NVIDIAs senior management including CEO Jensen Huang CFO Colette Kress IR head Toshiya Hari and other executives. Compared to a year ago much has changedexponentially. As expected Jensen Huang was highly optimistic and with good reason. We are still in the early innings of a multi-trillion-dollar AI infrastructure build-out. Even just among hyperscalers we see substantial visibility into hundreds of billions of dollars of demand over the" [X Link](https://x.com/Jukanlosreve/status/1976242882341425580) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T11:06Z 33.6K followers, 60K engagements "Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is" [X Link](https://x.com/Jukanlosreve/status/1973640639263941036) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-02T06:46Z 33.4K followers, 23.8K engagements "@AssidiousMacro I wish the censorship were a bit more relaxed. Sometimes I like to have ideological discussions with ChatGPT" [X Link](https://x.com/Jukanlosreve/status/1978242503338860587) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T23:32Z 33K followers, XXX engagements "Exclusive Samsung Electronics Considers Disbanding HBM4 Yield TF Aiming for Nvidia Supply Through Speed Race Samsung Electronics is reportedly considering disbanding the task force (TF) dedicated to improving the yield of its 10-nanometer (nm)-class 6th-generation (1c) DRAM which will be applied to the next-generation High Bandwidth Memory X (HBM4). The move reflects an urgent determination to prioritize the mass production of HBM4 for Nvidia supply within this year. The 10-nm class DRAM process technology develops sequentially through the stages of 1x (1st generation) 1y (2nd) 1z (3rd) 1a" [X Link](https://x.com/Jukanlosreve/status/1978288386915148115) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T02:34Z 33.6K followers, 46.2K engagements "Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO" [X Link](https://x.com/Jukanlosreve/status/1960976697718976938) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-28T08:04Z 33.4K followers, 58.1K engagements "AI Will Increase Not Reduce the Number of Developers (Morgan Stanley) As AI coding assistants and agents become an everyday part of the development workflow the traditional role of software developers will shift toward curation higher-level design and problem-solving through prompt and context engineering. This transformation will make developers more strategic and higher-value contributors within organizations. Morgan Stanley identifies three key reasons why the number of developers is expected to continue growing over the next XX years rather than decline: X AI-driven productivity gains" [X Link](https://x.com/Jukanlosreve/status/1975532142739529839) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T12:02Z 33.1K followers, 30.3K engagements "Barclays projected that the collaboration with Meta could bring EssilorLuxottica up to X billion by 2030. Analysts also see room for total annual smart glasses shipments to rise to XX million units by 2035. But if smart glasses are supposed to partially replace smartphones shouldnt that number be much higher than XX million" [X Link](https://x.com/Jukanlosreve/status/1976238774918201817) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T10:50Z 33.3K followers, 14.4K engagements "ASIC Spec Summary by Jeff Pu GF Securities For the full report please contact me via DM" [X Link](https://x.com/Jukanlosreve/status/1934076825564819821) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-15T02:33Z 33.4K followers, 25.4K engagements "This is a highly important point. Samsung Electronics and SK Hynixs total DRAM capacity in 2026 is expected to increase only slightly (+single-digit). However all of that incremental capacity will go toward HBM while general DRAM capacity will actually decline. In other words general-purpose DRAM will continue to suffer from persistent supply shortages" [X Link](https://x.com/Jukanlosreve/status/1977545340988584147) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T01:22Z 33.6K followers, 36.4K engagements "A very interesting article has come out regarding NVIDIAs request for higher HBM4 speeds. Below is the full translation: NVIDIAs decision to raise the operating speed standard for sixth-generation high-bandwidth memory (HBM4) was the result of Samsung Electronics promotion. A senior executive in charge of HBM development at a global memory-semiconductor firm made this remark saying that Samsung confident it could outperform rivals in HBM4 performance proposed to NVIDIA that the operating speed be set higher than the level specified by the industry standard-setting body JEDEC. Although Samsung" [X Link](https://x.com/Jukanlosreve/status/1977682998842851757) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T10:29Z 33.6K followers, 59.9K engagements "Should we (South Korea) stand up to China For example by sanctioning Chinese shipbuilding companies" [X Link](https://x.com/Jukanlosreve/status/1977960900675211523) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T04:53Z 33.6K followers, 39.5K engagements "Goldman Sachs: Key Takeaways from SEMICON West 2025 We attended the SEMICON West conference held in Phoenix Arizona on October XX meeting with various industry players including AMAT TER ENTG and MKSI. Overall we came away from the event with a gradually more positive view on 2026 WFE (Wafer Fab Equipment) growth consistent with our recent WFE outlook update. Below we summarize the key industry insights and company-level highlights. Industry Takeaways X. 2026 WFE Outlook While most companies avoided providing specific figures for their 2026 WFE outlook many indicated expectations for" [X Link](https://x.com/Jukanlosreve/status/1976280758173171771) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T13:37Z 33.6K followers, 35.6K engagements "What theSama literally has no alternative other than TSMC right Or rather he doesnt even seem to consider any other option" [X Link](https://x.com/Jukanlosreve/status/1975900811554324592) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T12:27Z 33.3K followers, 53.4K engagements "China has already taken control of the global robot supply chain Honestly is it even right to develop robots now Just like with electric vehicles well end up becoming dependent on China" [X Link](https://x.com/Jukanlosreve/status/1976913719474242026) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T07:32Z 33.3K followers, 23K engagements "According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL" [X Link](https://x.com/Jukanlosreve/status/1955844621705339196) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-14T04:11Z 33.4K followers, 42.4K engagements ""Most of the design nowadays we have this resource capability so we do most of those ourselves." Very interesting. I also mentioned before that AWS has taken over a significant portion of the work previously handled by Alchip and Marvell" [X Link](https://x.com/Jukanlosreve/status/1964605776242364883) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-07T08:24Z 33.4K followers, 10.6K engagements "Heres one trend you probably dont know about: China is now heavily restricting the export of its own companies battery manufacturing and LCD display equipment to countries like Vietnam and India. Beijing is deeply worried that its advanced industrial technologies could leak abroad. As a result many Indian and Vietnamese companies have recently been visiting South Korea. In fact not long ago Tata Group one of Indias largest conglomerates came to Korea to conduct an on-site inspection to purchase Korean battery manufacturing equipment reportedly worth several billion dollars. I expect Korea to" [X Link](https://x.com/Jukanlosreve/status/1974712749168234614) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-05T05:46Z 33.6K followers, 46.6K engagements "Goldman Sachs) NVIDIA: Impact of OpenAI and Strategic Investments on Business 12-Month Price Target: $XXXXXX NVIDIA has announced a series of strategic investments and partnerships with companies including OpenAI. This announcement has sparked investor debate over the nature of these transactions particularly the extent to which NVIDIAs equity investments in partner firms may be reused by those firms to purchase NVIDIA GPUs allowing NVIDIA to recognize this as circular revenue. The sustainability of OpenAIs infrastructure spending will increasingly depend on equity and debt financing." [X Link](https://x.com/Jukanlosreve/status/1975207274437370228) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-06T14:31Z 33.1K followers, 81.5K engagements "Taiwanese ODM Manufacturers: AI Server Shipments Remain Strong Maintaining Positive Outlook for Wiwynn Wistron and Quanta Morgan Stanley (S. Shih July XX 2025) Morgan Stanley states that despite unfavorable exchange rates Taiwanese ODM manufacturers' June revenues generally exceeded market expectations driven by strong AI server shipment momentum (especially for Trainium X and GB200 racks). Morgan Stanley has upgraded Wiwynn's and Wistron's earnings forecasts and maintained positive ratings on the three major ODM firms. Wiwynn's AI Server Contribution Reaches XX% Driving Earnings and Price" [X Link](https://x.com/Jukanlosreve/status/1943316584975733072) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-10T14:29Z 33.4K followers, 2738 engagements "TSMC CEO remarks Mass production of the 2nm process is scheduled to begin in the latter part of Q4. The A16 node will enter mass production in the second half of next year. AI chip demand remains far stronger than expected three months ago and the overall demand momentum continues. Regarding CAPEX he stated that its unlikely to suddenly decrease in any given year reaffirming TSMCs commitment to maintaining a high level of investment for the coming years. The company is making full-scale efforts to expand CoWoS advanced packaging capacity by 2026. Current AI-related packaging and production" [X Link](https://x.com/Jukanlosreve/status/1978719330738245811) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T07:07Z 33.6K followers, 63.9K engagements "I wrote an article selecting the key contents from The Trust Game a book authored by former and current vice presidents of SK hynix to explain how Hynix beat Samsung and claimed the throne of HBM. As an appendix I also introduce a Korean materials parts and equipment company that I recommend buying" [X Link](https://x.com/Jukanlosreve/status/1974408456695365790) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-04T09:37Z 33.4K followers, 40.2K engagements "SK hynix: As LLM throughput increases dependence on HBM grows even stronger. At the event SK hynix shared the results of a study conducted in an AWS cloud environment analyzing the memory usage characteristics of major LLMs under various conditions. Using the HBM mounted on Nvidias Hopper-based H200 AI accelerator as a baseline SK hynix found that increasing stack height from X to XX layersthereby expanding capacity by 1.5resulted in a XXX improvement in overall system processing performance for LLMs. A former engineer speaking at the event explained: When HBM is expanded from X layers to 12" [X Link](https://x.com/Jukanlosreve/status/1978360238265999818) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T07:20Z 33.4K followers, 10.3K engagements "Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly" [X Link](https://x.com/Jukanlosreve/status/1963527164277788859) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-04T08:58Z 33K followers, 7972 engagements "TechInsights also decapped the 910c and confirmed that it was manufactured at TSMCs fab" [X Link](https://x.com/Jukanlosreve/status/1971423503040835969) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-26T03:56Z 33.6K followers, 98.4K engagements "Chinese media reported that Qiyunfang a subsidiary of SiCarrier which is itself a subsidiary of Huawei showcased one of Chinas most advanced EDA tools today at the SEMiBAY 2025 event. Isnt it fascinating When lithography tools were sanctioned the company developing alternatives was Huawei. When EDA tools were sanctioned the company creating replacements was also Huawei. China cannot exist without Huawei" [X Link](https://x.com/Jukanlosreve/status/1978324878316146785) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T04:59Z 33.6K followers, 37.4K engagements "Why This Memory Semiconductor Cycle Is Different (Samsung Securities Korea) This memory cycle differs from previous ones in three key aspects. First there are two profit growth engines. Although demand and supply for AI-focused HBM and general DRAM are connected they do not move in perfect synchrony. The recent rally has been driven by a mismatch between AI demand and general DRAM demand. Second the main demand source AI infrastructure investment is larger and more prolonged than in any prior cycle. It is the first time in XX years since the Internet infrastructure boom that we have seen a" [X Link](https://x.com/Jukanlosreve/status/1977539642707853711) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T00:59Z 33.4K followers, 39K engagements "2330 TSMC: U.S. Brokerage Firms Raise Target Prices TSMCs Q3 gross profit margin (GPM) and EPS exceeded expectations from major U.S. securities firms and its Q4 revenue and GPM outlook also surpassed market forecasts. As a result the company raised both its full-year revenue guidance and capital expenditure (CAPEX). Following the earnings release major U.S. brokers revised their EPS estimates for 20252027 upward to $XXXX / $XX / $XXXXX and simultaneously increased their target prices based on a 2026E PER of 22x. Management stated that they plan to significantly expand CoWoS production" [X Link](https://x.com/Jukanlosreve/status/1978979134744465559) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T00:19Z 33.6K followers, 10.6K engagements "They dont want to learn something new Garg said. Theyre like OK AMD systems are X% or XX% cheaper. So what 💯" [X Link](https://x.com/Jukanlosreve/status/1979181156806676703) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T13:42Z 33.6K followers, 17.5K engagements "Each humanoid robot requires XXX kg of rare-earth metals comparable to that of an electric vehicle including XX rotary and linear actuators for joints and XX actuators for the hands. The humanoid robot revolution could trigger $XXX billion worth of demand for key rare-earth minerals yet the United States relies on China for XX% of its magnet imports and it takes XXXX years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China" [X Link](https://x.com/Jukanlosreve/status/1976892568362533162) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T06:08Z 33.6K followers, 114.2K engagements "Is anyone here interested in KLA Theres some huge news. Im in the middle of translating it right now" [X Link](https://x.com/Jukanlosreve/status/1974342060691132920) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-04T05:13Z 33.5K followers, 17.7K engagements "Nomura: Meta Enters the ASIC Race Challenging Nvidia's Dominance Following in Google's footsteps Meta is reportedly making a full-fledged entry into the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team Meta's ambitions in the AI server sector are rapidly escalating. Their proprietary ASIC server project MTIA is projected to achieve a significant breakthrough in 2026 potentially challenging Nvidia's long-standing market dominance. Citing the latest supply chain information the report indicates that" [X Link](https://x.com/Jukanlosreve/status/1934802295008710994) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-17T02:36Z 33.1K followers, 68.7K engagements "U.S. data center capacity is growing rapidly and is expected to reach 4650 GW by the end of Q4 2025 (OctoberDecember) according to Goldman Sachs" [X Link](https://x.com/Jukanlosreve/status/1976269054714470620) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T12:50Z 33.4K followers, 17.7K engagements "ALIBABA AND BAIDU HAVE BEGUN TRAINING THEIR AI MODELS USING CHIPS THEY PRODUCED IN-HOUSE THE INFORMATION" [X Link](https://x.com/Jukanlosreve/status/1966285167947022550) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-11T23:38Z 33.4K followers, 49.4K engagements "Microns Big Bet Skipping the 8th Generation 10nm Heading Straight for 9nm DRAM U.S. memory semiconductor company Micron Technology is accelerating its development of sub-10nm process technology. As competition with Samsung Electronics and SK hynix intensifies Micron appears to be rushing to develop its first 9nm process DRAM. According to the semiconductor industry on the 16th Micron is currently weighing whether to skip its 8th-generation 10nm process. An industry insider familiar with the matter said Micron has two internal roadmap scenarios. After 1d (7th-generation 10nm) there is 1e" [X Link](https://x.com/Jukanlosreve/status/1978795146230878448) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:08Z 33.6K followers, 30.6K engagements "- AWS collaborates with Alchip for Inferentia X and Trainium X chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA X and MTIA 2" [X Link](https://x.com/Jukanlosreve/status/1929045716590276986) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-01T05:21Z 33.5K followers, 25.4K engagements "My friend told me: There are three categories currently being called bubbles. One is the CAPEX spending of CSPs (cloud service providers) another is the CAPEX spending of unlisted companies and the last is the CAPEX of sovereign AI projects. Im not worried about CSP CAPEX right now. But the other two especially the capital spending of unlisted companies like OpenAI are deeply concerning. Even from this chart doesnt it look like OpenAI is the most aggressive one If OpenAI fails to become profitable this bubble will burst" [X Link](https://x.com/Jukanlosreve/status/1975390288727408810) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T02:38Z 33.6K followers, 87.9K engagements "@danielnewmanUV Well Intel just announced its inference GPU recently. Isnt the timing a bit too coincidental" [X Link](https://x.com/Jukanlosreve/status/1978606740368416912) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T23:39Z 33.5K followers, 2622 engagements "Samsung Foundry Wins Hyundai Motors 8nm Automotive Chip Order Samsung Electronics foundry division has secured an order from Hyundai Motor Company to manufacture automotive semiconductors using its 8-nanometer (nm one-billionth of a meter) process and is now preparing for mass production. However the long-anticipated 5nm autonomous driving chip order is reportedly postponed to next year. Following its July win of Teslas next-generation high-performance AI chip (AI6) Samsung Foundrys latest deal with Hyundai Motor signals rapid expansion in its automotive semiconductor business. According to" [X Link](https://x.com/Jukanlosreve/status/1979056361620246826) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T05:26Z 33.6K followers, 11.5K engagements "The peak of the AI semiconductor cycle will come in 2028 Samsung and SK Hynixs earnings will double over the next three years The artificial intelligence (AI) semiconductor cycle is expected to reach its peak in 2028 and by then the earnings of Samsung Electronics (005930) and SK Hynix (000660) are projected to more than double from current levels. At a press briefing hosted by the Korea Exchange on the 14th Noh Geun-chang head of research at Hyundai Motor Securities said Considering NVIDIA CEO Jensen Huangs comment that data center investments will reach $X trillion (about KRW 1427 trillion)" [X Link](https://x.com/Jukanlosreve/status/1977942315210768641) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T03:39Z 33.6K followers, 16.7K engagements "Citi) Micron Following the Footsteps of AI: DRAM Expected to Face Unprecedented Demand Next; Margins to Return to Peak Levels Estimates and Target Price Raised We believe that DRAM will be the next semiconductor to sign long-term contracts with AI-related companies similar to what has happened with NVIDIA (NVDA) AMD and Broadcom (AVGO) due to its critical role in the AI ecosystem and the emerging supply shortage. This will benefit Micron through higher and more sustainable DRAM prices driving its gross margins back to the peak XX% range and boosting peak EPS to over $XXXXX nearly double its" [X Link](https://x.com/Jukanlosreve/status/1978802728420995324) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:38Z 33.6K followers, 29.5K engagements "Exclusive Hanwha Semitec Teams Up with Global Equipment Giant Lam Research on Hybrid Bonder Hanwha Semitec an emerging powerhouse in the HBM (High Bandwidth Memory) TC bonder market is reportedly partnering with global etching leader L company to co-develop next-generation hybrid bonders a move expected to send ripples through the market. Given that L has already built supply chain relationships with semiconductor manufacturers worldwide the formal launch next year could secure Hanwha Semitec a powerful global sales channel. According to industry sources on the 17th Hanwha Semitec has been" [X Link](https://x.com/Jukanlosreve/status/1968187731365986501) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-17T05:38Z 33.3K followers, 4398 engagements "Citi: The Semiconductor Cycle Still Has Significant Upside Potential 🧵/1 Citi analyst Christopher Danely expects global semiconductor sales to rise XX% in 2025 to reach an all-time high of $XXX billion. However he emphasized that this revenue growth is entirely driven by pricing while shipment volumes remain well below previous peaks. This indicates that inventory levels are low and the industry still has substantial room for further growth" [X Link](https://x.com/Jukanlosreve/status/1974815502531977338) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-05T12:34Z 33.4K followers, 53.2K engagements "China launches customs crackdown on Nvidia AI chips- FT" [X Link](https://x.com/Jukanlosreve/status/1976504578406498359) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T04:26Z 33.3K followers, 12.9K engagements "AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to" [X Link](https://x.com/Jukanlosreve/status/1940903893556514936) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-03T22:42Z 33.4K followers, 20.7K engagements "Another AI circular trade SoftBanks subsidiary ARM has received a multibillion-dollar CPU order from OpenAI. At the same time SoftBank has agreed to purchase several billion dollars worth of AI technology from OpenAI every year starting this year including technologies that could help ARMs subsidiaries shorten their chip development cycles. This is insane" [X Link](https://x.com/Jukanlosreve/status/1977917951648190519) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T02:02Z 33.4K followers, 68K engagements "How did Micron achieve faster HBM4 speeds As competition heats up in the high-bandwidth memory (HBM) market ahead of the launch of NVIDIAs next-generation Rubin platform in 2025 Micron Technology has drawn attention by announcing that it has achieved per-pin speeds comparable to Samsung Electronics and SK hynix with its sixth-generation HBM (HBM4). Initially the industry expected Micron often seen as a latecomer in HBM to deliver around X Gbps per pin. However during its most recent earnings conference call Micron revealed that its HBM4 operates at XX Gbps per pin a significant leap that" [X Link](https://x.com/Jukanlosreve/status/1978628236310651149) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T01:05Z 33.6K followers, 13.9K engagements "China dominates global supply chains for processed critical minerals" [X Link](https://x.com/Jukanlosreve/status/1977555514851836121) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T02:02Z 33.3K followers, 29.4K engagements "Chinas Small Modular Reactor (SMR) Enters Trial Operation Six Months to Commercial Operation Chinas small modular reactor (SMR) the first of its kind in the world has entered the trial operation stage. The low-temperature functional test marks the first phase of nuclear plant commissioning designed to verify whether the cooling water system and other equipment operate normally under high-pressure conditions. Through this test the China National Nuclear Corporation (CNNC) announced that the integrity of the pressure boundary had been confirmed. Next CNNC will conduct a series of steps" [X Link](https://x.com/Jukanlosreve/status/1979037178304041260) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T04:10Z 33.6K followers, 72.6K engagements "Samsung vs. SK Hynix: A Showdown Over the XXX Trillion Won AI DRAM 'Gold Mine'. Who Will Emerge Victorious "South Korea's annual exports could increase into the multi-hundred billion U.S. dollar range." This was the assessment from the global tech industry after Sam Altman CEO of OpenAI who visited South Korea on the 1st requested that Samsung Electronics and SK Hynix "supply over 900000 wafers per month of advanced DRAM (based on wafer input) for the Stargate project." This implies that Samsung Electronics and SK Hynix could add at least $XXX billion (approximately XXX trillion won) annually" [X Link](https://x.com/Jukanlosreve/status/1974812055938158689) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-05T12:20Z 33.5K followers, 67.2K engagements "Korea Memory Revival DRAM-Centric Bullish Cycle Resumes (Morgan Stanley) X. Market and Cycle Outlook Memory price uptrend in 4Q is steeper than expected; strong cycle expected to persist through 2026. DRAM-driven supply-demand imbalance is deepening with supply unable to keep up with demand for the next XX quarters. DRAM prices in 2025 could rise by more than XX% YoY; NAND also accelerating recovery led by enterprise SSD demand. Rapid AI token growth (50% MoM) is driving memory demand mirroring past DRAM price upcycles. Morgan Stanley sees DRAM as still undervalued relative to the" [X Link](https://x.com/Jukanlosreve/status/1976080143195185392) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T00:19Z 33K followers, 13.5K engagements "Indian Media: Foxconn's AirPods Production in India Affected by Rare Earth Shortage Due to Mainland China's Controls The Economic Times (ET) of India citing sources reported that Hon Teng Precision a subsidiary of Hon Hai Technology Group has been affected by a shortage of dysprosium at its plant in Telangana India due to tightened export controls on rare earth metals by mainland China impacting the production of Apple AirPods. According to the report Hon Teng emphasized that its production line has not been disrupted. This factory began producing AirPods in India in April last year as part" [X Link](https://x.com/Jukanlosreve/status/1947559993773068655) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-22T07:31Z 33.4K followers, 7423 engagements "Samsung Electronics 3Q operating profit reaches XXXX trillion won marking an earnings surprise. Revenue: XX trillion won" [X Link](https://x.com/Jukanlosreve/status/1977883618186834136) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T23:46Z 33.1K followers, 10.2K engagements "251014_Broadcom: Partnership with OpenAI reinforces Broadcoms technology advantage in custom silicon - Goldman Sachs (1) This collaboration includes the joint development of Scale-up and Scale-out network systems utilizing Broadcoms AI accelerators and Ethernet solutions. (2) Deployment is expected to begin in 2H26 and be completed by the end of 2029. (3) We view this announcement as a positive catalyst for Broadcom reaffirming the companys technological leadership in the ASIC domain. (4) While it has not been disclosed whether this agreement involves any equity investment or financing we" [X Link](https://x.com/Jukanlosreve/status/1977884592540696959) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T23:50Z 33.5K followers, 11.9K engagements "TSMCs Hidden Strategy to Dominate Global AI Why C.C. Weis Tone Has Changed Another spoiler from TSMCs earnings call. In the third quarter of 2025 TSMC posted a net profit of NT$452.3 billion hitting a new record and meeting expectations. Cumulative profit for the first three quarters reached NT$1.21 trillion already surpassing the NT$1.17 trillion achieved in all of 2024. What caught attention was Chairman C.C. Weis noticeably different attitude. Gone were the bold declarations of having no competitors. For the first time he described TSMCs expansion plans as guided by discipline. His" [X Link](https://x.com/Jukanlosreve/status/1978988409910890917) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T00:56Z 33.6K followers, 22.8K engagements "I wrote a piece today thats not about technical or industrial analysis but rather a look back at history. Its also a topic Ive been personally interested in for quite some time. Why did Europe lose semiconductors" [X Link](https://x.com/Jukanlosreve/status/1979382457129669112) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T03:02Z 33.6K followers, 38.3K 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.]
@Jukanlosreve Jukan
Major tech companies, including OpenAI, NVIDIA, and AMD, are making significant investments and partnerships in AI infrastructure, with OpenAI planning to build AI data centers with a total capacity of 10GW within four years. Samsung and SK Hynix are ramping up their production of high-bandwidth memory (HBM) to meet the growing demand from AI applications, with SK Hynix planning to increase its DRAM wafer input to the 600,000-per-month range. The surge in AI computing demand is expected to drive significant growth in the semiconductor industry, with estimates suggesting an additional XX GW of power capacity will be required globally by 2030.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +18%
- X Month XXXXXXXXXX +35%
- X Months XXXXXXXXXX +207%
- X Year XXXXXXXXXX +257,170%
Mentions: XXX #
- X Week XXX -XXXX%
- X Month XXX +10%
- X Months XXXXX +163%
- X Year XXXXX +20,600%
Followers: XXXXXX #
- X Week XXXXXX +4.80%
- X Month XXXXXX +21%
- X Months XXXXXX +106%
- X Year XXXXXX +13,409%
CreatorRank: XXXXXX #
Social Influence #
Social category influence technology brands #4179 stocks #484 finance #5988 countries #6123 currencies #3109 travel destinations XXXX% automotive brands XXXX% social networks XXXX% fashion brands XXXX% celebrities XXXX%
Social topic influence samsung #481, open ai #35, goldman sachs #1, china #1508, investment #556, electronics #174, morgan stanley #47, dram #20, $nvda #136, meta XXXX%
Top accounts mentioned or mentioned by @folduniverse @zephyrz9 @teortaxestex @zephyr_z9 @grok @tshirtnjeans2 @mojo_flyin @futureman1977 @mooremorrissemi @bharata_india @skhrj0 @otc_bitcoin @unclesam303 @paurooteri @el_cid_owneador @mojoflyin @0dongfeng @stephan9015 @ryanhingshing @rehanyawar84469
Top assets mentioned Goldman Sachs (GS) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Artificial Intelligence (AI4) Microsoft Corp. (MSFT) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Marvell Technology Inc (MRVL) GE Vernova Inc. (GEV) Arista Networks Inc (ANET) Micron Technology, Inc. (MU)
Top Social Posts #
Top posts by engagements in the last XX hours
"The next bottleneck for AI after power will be water. Isnt that a fascinating topic Morgan Stanley projects that by 2028 AIs water consumption will reach about XXXXX billion liters annually an 11x increase compared to 2024. Of course the absolute scale is still small compared to agriculture industry or domestic use. But the growth rate (CAGR) which we all love to look at is by far the fastest among all industries. Whats more with over half of data center hubs already located in medium or higher water-stressed regions I think the bottleneck effect from water is unavoidable. Im planning to"
X Link @Jukanlosreve 2025-09-08T14:46Z 33.4K followers, 66.8K engagements
"- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3"
X Link @Jukanlosreve 2025-09-22T02:08Z 33.4K followers, 59.1K engagements
"After a week I finally wrote again. While everyone was celebrating I couldnt shake off a sense of fear. This essay is where I laid that fear bareword by word. I hope it gives you something to think about"
X Link @Jukanlosreve 2025-10-11T05:42Z 33.6K followers, 52.7K engagements
"Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it"
X Link @Jukanlosreve 2025-03-05T14:16Z 33.4K followers, 47.3K engagements
"BofA) AMD CFO Conference Call: Positive on OpenAI Deal Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility Maintains Buy Rating This morning we hosted a conference call with AMDs Chief Financial Officer (CFO) Jean Hu and Vice President of Financial Strategy and Investor Relations (IR) Matthew Ramsay attended by many investors. The key points are as follows: X. OpenAIs first 1GW buildout will be shipped in the second half of 2026 using the MI450 series racks with most deliveries concentrated in Q4. X. AMDs supply contribution will"
X Link @Jukanlosreve 2025-10-11T11:40Z 33K followers, 34K engagements
"Ive been personally researching this company lately. Given the surge in optical fiber demand I believe Fujikura which holds over XX% market share in the optical fiber fusion splicer market will also benefit significantly"
X Link @Jukanlosreve 2025-10-12T09:15Z 33.5K followers, 23.5K engagements
"Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)"
X Link @Jukanlosreve 2025-09-12T09:04Z 33.4K followers, 13.3K engagements
"AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite"
X Link @Jukanlosreve 2025-10-11T09:59Z 33.6K followers, 68.9K engagements
"At TSMC PhD-level engineers work in three rotating shifts. The fabs in Taiwan run XX hours a day without stopping. Do you really think Americans would work like this Or even want to And lets assume for the sake of argument that the work culture in the U.S. changes to make people work that hard. Even then would American talent really want to work in fabs I believe they wouldnt theyd choose to go into other fields instead"
X Link @Jukanlosreve 2025-10-18T05:43Z 33.6K followers, 155.2K engagements
"AI ASIC and Networking Chips Broadcoms dominance in the AI ASIC market is striking with over XXX chip designs completed across 7nm 5nm 3nm and 2nm process nodesfirmly securing its No.1 position with over XX% market share. In the high-performance switching and routing chip sector Broadcom also holds a commanding lead boasting more than XX% market share with its Tomahawk X and Jericho X chipsets. Broadcom is set to begin mass production of its next-generation 3nm Tomahawk X switch chipset in the second half of 2025. The chip supports 102Tbps switching throughput (200Gbps SERDES) and is"
X Link @Jukanlosreve 2025-06-02T23:39Z 33.6K followers, 29.7K engagements
"The $X Trillion Mega Deal: Where Does OpenAIs Money Come From Circular Revenue and Equity-for-Purchase: The Financial Engineering Behind a Trillion-Dollar Order OpenAIs financial magic is realized through two distinct yet logically connected modelsthose with AMD and NVIDIA. Together these two structures illustrate how AI compute power has evolved from a mere capital expenditure (CAPEX) into a financialized and securitized asset class. (1) The AMD Model: Performance-Based Equity-for-Purchase The partnership with AMD is unprecedented in semiconductor history. On the surface it looks like OpenAI"
X Link @Jukanlosreve 2025-10-08T09:18Z 33.6K followers, 76.3K engagements
"Lets look back at the peak of the memory cycle in 2017. At that time engineers at Samsung and SK Hynix had to write formal reports to their superiors if they made even a single mistake on a wafer that resulted in a defect or scrap. Every single chip immediately translated into money once it reached the market. Today things arent quite as strict about each wafer as they were back then. But as some say it might soon return to that state. The memory supercycle is coming"
X Link @Jukanlosreve 2025-10-03T23:48Z 33.4K followers, 13.9K engagements
"META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()"
X Link @Jukanlosreve 2025-06-17T22:27Z 33.4K followers, 11.4K engagements
"I believe that China will continue to own the weapon that is rare earth elements. Rare earth ores naturally contain numerous impurities and accompanying minerals and to separate them processes such as strong acid leaching solvent extraction precipitation dissolution and neutralization are required. During these processes the soil becomes salinized freshwater is contaminated radiation exposure occurs ecosystems are damaged and workers at refining facilities often suffer from respiratory problems. In short it causes immense harm to the surrounding environment and shortens the lifespan of those"
X Link @Jukanlosreve 2025-10-12T05:35Z 33.6K followers, 83K engagements
"FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate"
X Link @Jukanlosreve 2025-10-12T12:04Z 33.6K followers, 750.8K engagements
"Just in: Samsung disbands the TF responsible for HBM4 yield skipping yield improvement and going straight to mass production (according to Korean local media reports)"
X Link @Jukanlosreve 2025-10-15T02:34Z 33.6K followers, 7296 engagements
"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years"
X Link @Jukanlosreve 2025-10-02T11:55Z 33.4K followers, 41.6K engagements
"Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in 2026 and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly"
X Link @Jukanlosreve 2025-09-12T08:51Z 33.3K followers, 17.9K engagements
"Wells Fargo) NVIDIA: Meta and Oracle to Use NVIDIA Spectrum-X Ethernet; Concerns About ANET Are Overblown Our View This morning Meta and Oracle announced they will each use NVIDIAs Spectrum-X Ethernet for the Facebook Open Switching System (FBOSS) OS and for giga-scale AI factories respectively. Derivative concerns about ANET (Arista Networks) are excessive we maintain that Arista remains well positioned. Initial Analysis Whats new: This morning NVIDIA announced that Meta will integrate NVIDIAs Spectrum-X switches with the FBOSS (Facebook Open Switching System) on its next-generation"
X Link @Jukanlosreve 2025-10-14T11:05Z 33.4K followers, 12.7K engagements
"Pessimists sound smart but optimists make money. The market may be noisy but the real rewards go to the optimists. Bobby Molavi Managing Director and veteran trader at Goldman Sachs recently wrote these words. He emphasized There are indeed signs of a bubble in the market but the main pillars supporting this long bull runespecially the massive capital expenditure boom triggered by AIare crystal clear. Molavi warned Until the long-term AI narrative becomes reality fighting against that enormous flow of capital is futile. In other words what investors need now is to see the signals ignore the"
X Link @Jukanlosreve 2025-10-07T12:16Z 33.6K followers, 70.2K engagements
"Friends I need your help with my investment idea. Between Alibaba and Tencent which company should I choose Morgan Stanley has named Alibaba as one of the worlds top three AI developers and recommended buying the stock. In fact Qwen has shown strong performance in coding and is leading in open source. Also Alibabas cloud business is growing rapidlyglobally. On the other hand the company is suffering heavy losses in the delivery business against Chinese players like Meituan and its still facing tough competition in retail which is a factor behind its undervaluation. Now lets look at Tencent."
X Link @Jukanlosreve 2025-09-27T04:55Z 33.4K followers, 11.7K engagements
"Semiconductor Foundry: N2 Growth and Mature Nodes Advancing in Parallel Capacity Expansion and Pricing Resilience Expected UBS (S. Lin 25/06/06) Over the next three years driven by multiple platform migrations including smartphones PCs and servers the N2 node is expected to become TSMCs second-largest process node. Concurrently utilization and pricing improvements in mature processes will underpin the broader foundry industry. Robust N2 Node Demand Expansion UBSs TAM analysis suggests Qualcomm and MediaTeks flagship SoCs will migrate concurrently with Apples A-series to N2 marking the first"
X Link @Jukanlosreve 2025-06-09T13:58Z 33.5K followers, 18.7K engagements
"Frankly Im deeply concerned. When Micron was sanctioned by China the Biden administration and U.S. political circles pressured South Korea not to allow Samsung or SK hynix to fill Microns market void. Now Micron has effectively withdrawn from half of its memory business in China. (According to Reuters Micron will continue to operate in China only for automotive and smartphone memory.) So what will the U.S. ask of South Korea this time Im genuinely worried"
X Link @Jukanlosreve 2025-10-17T06:29Z 33.6K followers, 62.1K engagements
"I dont care if AGI never comes anymore. Im going to keep using ChatGPT"
X Link @Jukanlosreve 2025-10-14T23:15Z 33.6K followers, 15.1K engagements
"Will OpenAI sign a contract with Micron $MU"
X Link @Jukanlosreve 2025-10-16T12:40Z 33.6K followers, 22.6K engagements
"Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market"
X Link @Jukanlosreve 2025-10-12T09:13Z 33.5K followers, 31K engagements
"Bernstein: The U.S. Power Grid Problem Is Extremely Serious Electricity Prices Likely to Rise from $0.10/kWh to Above $0.15/kWh The core issue with the U.S. power grid is that demand is soaring while investment isnt keeping pace. Over the past decade electricity demand in the U.S. has remained almost flat but now a turning point has arrived. Bernstein forecasts that from 2024 to 2030 U.S. electricity demand will grow at an average annual rate of 2.3%. That number may not seem dramatic but regional transmission operators are predicting far faster growth a weighted average of XXX% with"
X Link @Jukanlosreve 2025-10-11T01:37Z 33.6K followers, 25.9K engagements
"Analysis of Beneficiaries in Asian Semiconductor and Server Supply Chains from OpenAIs Aggressive AI Infrastructure Expansion (JPM) X. AI Infrastructure Investment Scale and Market Impact OpenAI plans to build AI data centers with a total capacity of 10GW within four years with a total investment of USD XXX billion. Of this USD XXX billion will be executed through a 4.5GW partnership with Oracle with the remainder outsourced to Softbank CoreWeave and others. The AI infrastructure supply chain is already very tight through 2026 and the additional demand is expected to intensify supply"
X Link @Jukanlosreve 2025-10-04T11:08Z 33.4K followers, 121.1K engagements
"Citi: We estimate that due to AI computing demand an additional XX GW of power capacity will be required globally by 2030 leading to $XXX trillion of incremental AI computing expenditure in the United States"
X Link @Jukanlosreve 2025-10-03T11:41Z 33.6K followers, 139K engagements
"Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI"
X Link @Jukanlosreve 2025-10-16T23:46Z 33.6K followers, 261.1K engagements
"Why Its Not a Bubble Yet (Goldman Sachs) X. Criteria for Identifying a Bubble and the Current Situation Historically bubbles are characterized by excessive valuations sharp price increases over-leverage and speculative participation. While todays market shows some similarities (high valuations capital intensity vendor financing) the rise in tech stocks is grounded in real earnings growth the financial structures of top firms remain solid and competition in AI is still limited to a small group of large players. On valuation metrics (P/E PEG P/B vs. ROE DDM) the market is below historical"
X Link @Jukanlosreve 2025-10-08T06:24Z 33.6K followers, 39.9K engagements
"We could foresee in the near future hundreds of millions of smart glasses interconnected with each other and with the people who wear them creating huge communities. Is that so Even if that happens I dont see Meta leading the smart glasses market"
X Link @Jukanlosreve 2025-10-09T10:45Z 33.4K followers, 13K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link @Jukanlosreve 2025-10-06T04:41Z 33.5K followers, 7654 engagements
"OpenAI has budgeted a staggering $XXX billion in server expenses through 2030.- the information"
X Link @Jukanlosreve 2025-10-16T13:10Z 33.6K followers, 99.1K engagements
"AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner"
X Link @Jukanlosreve 2025-10-07T06:45Z 33.6K followers, 62K engagements
"But thats fascinating. How could OpenAI possibly develop AI technology related to semiconductors Of course since OpenAI is taking the lead in designing the ASIC with Broadcom its undeniable that they already have some semiconductor design capabilities. But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys. How are they even able to do that"
X Link @Jukanlosreve 2025-10-14T02:05Z 33.4K followers, 30K engagements
"BofA: Global data center capital expenditures are expected to expand at an impressive compound annual growth rate (CAGR) of XX% from 2024 to 2028 ultimately forming a massive market exceeding $XXX billion by 2028. $NVDA $AVGO $AMD $TSM"
X Link @Jukanlosreve 2025-10-08T07:44Z 33.6K followers, 20.7K engagements
"Goldman Sachs) AMD: The strategic partnership with OpenAI is a strong long-term catalyst for AMDs GPU business momentum; earnings estimates and target price raised Our View and Potential Industry Impact We view this announcement as a significant positive development for AMDs competitive positioning in the accelerator market for both training and inference workloads. The expectation that AMD will participate in part of OpenAIs training stack is encouraging as it slightly undermines Nvidias (NVDA) dominant share in OpenAIs training workloads to date. For Broadcom (AVGO) the impact is seen as"
X Link @Jukanlosreve 2025-10-08T03:55Z 33.5K followers, 13.4K engagements
"There are quite a few surprising developments: X. Intel's Nova Lake CPUs and GPUs are expected to use TSMCs 2nm process. X. AWS-related updates - Alchips () T3 chip was taped out in February and has already gone wafer-out as of May. - T4 is expected to be announced this summer and Alchip is seen as a strong contender to win the project. - Collaborating with Arista Labs on I/O chiplets. Google TPU X. Ironwood (TPU v7p) is scheduled to enter mass production in the first half of 2025. - Broadcom has taped out a 3nm-based v7e MediaTek is expected to tape out the 3nm v8p in August 2025 with mass"
X Link @Jukanlosreve 2025-06-17T00:25Z 33.4K followers, 4921 engagements
"Goldman Sachs) Implications of U.S. Power Demand Growth Reflecting our TMT (Technology Media and Telecom) teams upward revisions to server shipment forecasts and data capacity expansions we are raising our estimate for total U.S. power demand growth to a XXX% CAGR through 2030. Our updated data center power demand forecast now accounts for approximately XX% of total U.S. power demand by 2030 up from the previous estimate of 10%. According to the latest actual data from the U.S. Department of Energy (DOE) data centers accounted for about X% of total power demand in 2023. Within total data"
X Link @Jukanlosreve 2025-10-13T14:28Z 33.4K followers, 7054 engagements
"What the heck happened to AVGO"
X Link @Jukanlosreve 2025-10-13T13:02Z 33K followers, 22.7K engagements
"@zephyr_z9 What if my WeChat and Weibo accounts get suspended Oh my god Id be really sad if I couldnt enter China"
X Link @Jukanlosreve 2025-10-09T09:46Z 33.4K followers, 2165 engagements
"Goldman Sachs) AI/Data Center Power Demand: The Six Ps Driving Growth and Constraints As AI investment and traditional data demand continue to rise we are revisiting our data center power demand outlook and the six key drivers (Ps) that act as both upside and downside catalysts: Pervasiveness of AI Productivity of servers and computing Prices of electricity required to expand supply Policy initiatives Parts availability for securing diverse power sources and People availability for building and maintaining infrastructure. We now forecast total data center power demand (AI + non-AI) to grow"
X Link @Jukanlosreve 2025-10-13T14:34Z 33.6K followers, 61K engagements
"U.S. Big Techs Accelerate Decoupling from China Americas big tech companies are increasingly joining the ranks of those moving away from Chinaexcluding Chinese-made components or shifting production bases to other countries. As the United States and China continue a fierce standoff not only in trade but also in advanced industries such as artificial intelligence (AI) and semiconductors this move is seen as an attempt to minimize political risks stemming from U.S.-China tensions. According to Nikkei Asia citing multiple industry sources familiar with the matter Microsoft (MS) Amazon Web"
X Link @Jukanlosreve 2025-10-16T12:12Z 33.6K followers, 24.8K engagements
"Goldman Sachs: Major Upward Revision of Alibabas Capital Expenditure Outlook In its October XX report Goldman Sachs stated that Alibabas AI-related cloud revenue has achieved triple-digit growth for eight consecutive quarters reaching XX% of total cloud revenue in the June quarter. Citing full-stack AI capabilities and the rapid surge in multimodal AI demand Goldman raised its forecast for Alibaba Clouds external revenue growth from XX% / XX% / XX% XX% / XX% / 19%. It also significantly increased its three-year CapEx forecast to RMB XXX billion($64.4B) calling it one of the most aggressive"
X Link @Jukanlosreve 2025-10-13T10:45Z 33.6K followers, 17.1K engagements
"Surrender to Hanmi SK hynixs TC Bonder Supply Chain Diversification Stalls SK hynix is reorganizing its supply chain for TC bonders used in high-bandwidth memory (HBM) but the move is effectively faltering. The company has been pushing to diversify its supply chain away from its long-standing sole vendor model with Hanmi Semiconductor but with its new partner Hanwha Semitek facing questions over technical maturity the company is readjusting its strategy. Investment in TC bonders has also slowed with expected equipment purchases this year likely to shrink to around XX units down from the"
X Link @Jukanlosreve 2025-09-30T10:37Z 33.1K followers, 12.2K engagements
""An insider explained Samsungs management believes that even with a lower DRAM yield if it can achieve better HBM4 performance than competitors it can change the market landscape currently dominated by SK hynix. Thats why theyre pursuing selection and concentration even at the cost of disbanding the 1c DRAM yield-improvement TF to accelerate the HBM4 timeline.""
X Link @Jukanlosreve 2025-10-15T02:35Z 33.6K followers, 14.7K engagements
"AI Investment Cycle Is Not Excessive Entering a Sustainable Build-Out Phase (Goldman Sachs) X. Sustainability of the Investment Cycle Despite massive AI infrastructure investments by major firms such as OpenAI Nvidia AMD and Broadcom (totaling over USD XXX billion) the current scale of AI investment remains below X% of U.S. GDP a manageable level compared to previous tech cycles that peaked between 25%. The productivity-driven economic value from AI (PDV estimated at USD X trillion) is projected to far exceed the cumulative investment over time. From a macroeconomic perspective the overall AI"
X Link @Jukanlosreve 2025-10-16T12:19Z 33.6K followers, 8904 engagements
"Morgan Stanley: The Market Is Underestimating a Potential Major AI Tailwind in 2026 A Great Leap in AI Capability Driven by Compute Power Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. The report suggests that the exponential increase in computing power could trigger a nonlinear leap in AI model capability. According to analysts including Stephen C. Byrd multiple U.S. large language model (LLM) developers plan to increase compute for training frontier models by"
X Link @Jukanlosreve 2025-10-09T06:49Z 33.6K followers, 45.5K engagements
"The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order"
X Link @Jukanlosreve 2025-03-24T03:55Z 33.4K followers, 113.7K engagements
"NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure Competitive Dynamics Remain Strong Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley stated that at its investor meeting in Boston NVIDIA emphasized that its AI growth is still in the early stages particularly that agentic AI applications in enterprise and industrial scenarios remain in the embryonic phase. Management presented strong arguments supporting the durability of NVIDIAs competitive position and reiterated an Overweight (OW) rating. Management noted that current AI demand growth is mainly driven by the migration of"
X Link @Jukanlosreve 2025-10-12T06:54Z 33.6K followers, 56.9K engagements
"@RYANHINGSHING @grok Which company makes WPS"
X Link @Jukanlosreve 2025-10-12T06:25Z 33.4K followers, 1431 engagements
"SoftBank in Talks for $X Billion Margin Loan Backed by Arm Stock SoftBank Group is in discussions with several global banks to borrow $X billion to strengthen its capital reserves. At the same time Masayoshi Son is accelerating the Japanese investment groups push into the artificial intelligence sector. According to people familiar with the matter SoftBank is about to sign an agreement with a group of lenders to secure a collateralized loan backed by shares of its chip subsidiary Arm Holdings Plc. The funds will reportedly be used for further investment in OpenAI later this year. (Bloomberg)"
X Link @Jukanlosreve 2025-10-10T04:49Z 33.6K followers, 173.3K engagements
"The increasing adoption of hybrid bonding is also worth noting. Thats the reason Im bullish on BESI"
X Link @Jukanlosreve 2025-09-23T03:33Z 33.4K followers, 13.5K engagements
"Goldman Sachs) TSMC: Strong 3Q GM Performance; Sustained AI Growth to Keep Multi-Year Trajectory; Raises TP to $XXX Maintains Buy Rating X. AI Demand Expansion TSMC held its 3Q25 earnings call on October XX 2025. The company reported a strong gross margin (GM) for the quarter and its 4Q GM guidance indicated a further 50bps (0.5ppt) improvement quarter-over-quarter. We believe one of the most important takeaways from the call was TSMCs progressively more positive stance on AI. Management acknowledged that AI token generation is growing exponentially every three months confirming that demand"
X Link @Jukanlosreve 2025-10-17T01:10Z 33.6K followers, 17.6K engagements
"I believe SK hynix will continue to maintain its leadership but Samsung will catch up faster than the market expects. While the leader suffers from pessimism about losing market share optimism and expectations of gaining share tend to surround the second place. Samsung is still cheap"
X Link @Jukanlosreve 2025-10-14T23:46Z 33.6K followers, 10.8K engagements
"Prediction: Could OpenAI be about to announce a partnership with Intel"
X Link @Jukanlosreve 2025-10-15T23:35Z 33.6K followers, 42.8K engagements
"Samsung regains the throne in the memory market overtaking SK Hynix to reclaim the No. X spot In the third quarter of 2025 Samsung Electronics recorded $XXXX billion in memory sales surpassing SK Hynix (which posted $XXXX billion) to reclaim the top position in the global memory market. Samsungs recovery was driven by strong demand for commodity DRAM and NAND. Although its HBM business underperformed earlier this year it is expected to enter a full-fledged growth phase starting next year supported by HBM3E and HBM4. With continued momentum in both commodity DRAM and HBM Samsung is projected"
X Link @Jukanlosreve 2025-10-14T05:58Z 33.4K followers, 12.7K engagements
"(J.P. Morgan) Investor Commentary on the AMDOpenAI Deal Investors broadly welcomed the deal calling it a major step for AMD to meaningfully expand its installed base in AI computing. In fact the scale of the deal is impressive (about XX% the size of OpenAIs NVDA contract) and effectively serves as a powerful stamp of approval for AMDs Instinct GPUs by associating them directly with OpenAI. Harlan estimates that the planned X GW deployment of AMD GPUs will drive roughly $XX XX billion in revenue on an annualized basis between 2027 and 2030 translating to an additional $XX XX billion per year"
X Link @Jukanlosreve 2025-10-07T13:48Z 33.4K followers, 18.9K engagements
"UBSs AMD/ASIC chip CoWoS modeling"
X Link @Jukanlosreve 2025-10-10T07:16Z 33.4K followers, 13.1K engagements
"@piecesofal_ Still Im reluctant to invest in companies that are losing money"
X Link @Jukanlosreve 2025-10-12T09:30Z 33.6K followers, XXX engagements
"BofA: Why is global capital pouring into the data center industry X. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $X million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $XX million. In total the capital expenditure per MW amounts to roughly $XX million. X. Revenue and Profitability: Each MW can generate $XX million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $XXXX per kWh)"
X Link @Jukanlosreve 2025-10-08T07:49Z 33.6K followers, 90.8K engagements
"From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X"
X Link @Jukanlosreve 2025-09-11T11:31Z 33.6K followers, 19.7K engagements
"@TShirtnJeans2 That rumor is not true. SiCarrier did not unveil any lithography equipment today"
X Link @Jukanlosreve 2025-10-15T05:07Z 33.1K followers, 2566 engagements
"Samsung to Invest $XXX Million in Latest EUV Equipment Samsung Electronics will invest approximately XXX trillion KRW (about $XXX million) by the first half of next year to introduce two units of the latest High-NA (Numerical Aperture) EUV lithography equipment from Dutch supplier ASML. This new system can print circuits XXX times finer than existing models and is considered essential for producing next-generation foundry chips and high-performance DRAM. According to industry sources on October XX Samsung plans to bring in one High-NA EUV machine (model: Twinscan EXE:5200B) by the end of this"
X Link @Jukanlosreve 2025-10-15T08:57Z 33.6K followers, 43.9K engagements
"Rumor: King Yuan secured the burn-in test equipment deal with Nvidia beating out Advantest"
X Link @Jukanlosreve 2025-08-07T06:14Z 33.4K followers, 8629 engagements
"U.S. REVOKES EXEMPTION FOR TSMCS SEMICONDUCTOR SUPPLY TO CHINA"
X Link @Jukanlosreve 2025-09-02T12:59Z 33.5K followers, 39.8K engagements
"According to GF Securities MediaTek is set to replace Marvell and supply SerDes I/O for Microsofts upcoming MAIA project. $MRVL"
X Link @Jukanlosreve 2025-03-24T02:19Z 33.4K followers, 16.2K engagements
"The founder and CEO of HoYoverse Liu Wei came to Korea today for a HoYoverse event I couldnt attend the event myself but Im really happy that Liu Wei visited Korea"
X Link @Jukanlosreve 2025-10-12T10:35Z 33.4K followers, 8710 engagements
"Exclusive Samsung 2nm Hits Another Milestone Sample Supply to Qualcomm for Next-Gen AP Samsung Electronics has supplied Qualcomm with a next-generation application processor (AP) sample built on its 2nm process signaling a potential revival of collaboration between the two companies. Industry analysts believe Samsung Foundrys technology has entered a more stable phase in terms of both performance and yield increasing the likelihood of additional orders from Qualcomm. According to multiple semiconductor industry sources on the 10th Samsung Foundry recently provided Qualcomm with a sample of"
X Link @Jukanlosreve 2025-10-10T01:37Z 33.5K followers, 29K engagements
"BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in 2021 the average rack power density in data centers was below XX kilowatts (kW). Today a standard NVIDIA Hopper"
X Link @Jukanlosreve 2025-10-08T08:05Z 33.4K followers, 69.5K engagements
"Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization potential. Germanys Deutsche Bank recently reported that consumer spending on ChatGPT in the European market has been virtually stagnant since May 2025. This suggests that ChatGPT the symbolic product of the AI boom may have already reached its peak in attracting new paying subscribers. Although OpenAI CEO Sam Altman announced"
X Link @Jukanlosreve 2025-10-17T07:10Z 33.6K followers, 419.9K engagements
"Damn it does anyone know which company this is This is really huge. $INTC"
X Link @Jukanlosreve 2025-10-17T14:02Z 33.6K followers, 105.8K engagements
"Micron CEO Denies Rumors of HBM4 Elimination Mass Production to Begin in First Half of Next Year Micron has effectively denied rumors circulating in the Korean securities market that the company had been eliminated from the HBM4 competition. On the earnings conference call held on the 23rd (local time) Sanjay Mehrotra CEO of U.S. memory chipmaker Micron said: Micron plans to transition to HBM4 in 2026 and we can provide industry-leading data processing speeds of XX gigabits per second (Gbps) to meet customer requirements adding that the first shipments will be in the first half of 2026."
X Link @Jukanlosreve 2025-09-23T23:36Z 33.4K followers, 14.1K engagements
"When everyones cheering I start to feel a bit uneasy. When will this memory supercycle come to an end The current consensus seems to be that supply shortages will persist until around the end of Q2 2026. But what happens after that And when will the market start to price in the risk that this memory cycle is peaking When will investors begin to factor that into valuations"
X Link @Jukanlosreve 2025-10-10T10:25Z 33.3K followers, 29K engagements
"Exclusive Not Selling Well at All Samsung to Discontinue Ultra-Slim Galaxy Edge Line Samsung Electronics has decided to discontinue its ultra-slim smartphone lineup the Edge series. The decision comes just five months after the company ambitiously launched the ultra-slim line in May. The key reason cited is that sales fell far short of expectations. As a result at the Galaxy S26 series Unpacked event in January next year it is highly likely that Samsung will return to its traditional three-model lineup: the S26 (Pro) Plus and Ultra. According to NewsPims coverage on the 16th Samsung recently"
X Link @Jukanlosreve 2025-10-16T06:35Z 33.6K followers, 225.9K engagements
"Exclusive Samsung Electronics Bets Big on EUV in MemoryCounters SK hynix with Facility Investment Following its adoption of the latest EUV (Extreme Ultraviolet) lithography equipment for its foundry (contract manufacturing) business Samsung Electronics is now expanding its production capacity in memory as well having secured five additional EUV lithography machines dedicated to its memory division. Coinciding with the arrival of the memory supercycle the competition between Samsung and SK hynix is heating up as both companies ramp up investments in semiconductor manufacturing equipment to"
X Link @Jukanlosreve 2025-10-17T02:12Z 33.6K followers, 37.2K engagements
"Goldman Sachs: AI Capex Boom Will Continue to Drive S&P XXX Cash Spending in 2026 We forecast that total cash spending by S&P XXX companies will reach $XXX trillion in 2026 up XX% from 2025. We expect capital expenditures (capex) to see the fastest growth (+17% YoY) driven by AI hyperscaler investment while cash M&A will also rebound (+15%). According to our estimates XX% of total cash spending will go toward capex and R&D XX% toward shareholder returns (buybacks and dividends) and X% toward cash M&A. Strong earnings growth supportive monetary and fiscal policies and AI-related investments"
X Link @Jukanlosreve 2025-10-17T13:46Z 33.6K followers, 62.1K engagements
"Taiwans Hon Hai (Foxconn) Q2 revenue increased by XXXX% YoY June revenue: TWD XXXXX billion up XXXXX% YoY Q2 total revenue: TWD XXX trillion up XXXXX% YoY"
X Link @Jukanlosreve 2025-07-05T08:01Z 33.1K followers, 18.7K engagements
"TSMC surpasses XX% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors"
X Link @Jukanlosreve 2025-10-10T00:46Z 33.6K followers, 81.5K engagements
"Latest data from Samsung Securities on CoWoS consumption by customer companies"
X Link @Jukanlosreve 2025-03-09T01:09Z 33.4K followers, 37.2K engagements
"Global Data Center Supply-Demand Trend The global data center supply adequacy ratio is expected to be around XX% in 2025 and remain at a similar level in 2026. In other words the global data center market will remain tight through 2026 with supply unable to fully meet demand. The situation is expected to gradually ease from 2027 reaching around XX% by 2030 which still represents a relatively high level. This indicates sustained mid- to long-term demand momentum for EPC contractors power equipment suppliers and cooling infrastructure providers"
X Link @Jukanlosreve 2025-10-14T03:10Z 33.6K followers, 19.9K engagements
"GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating"
X Link @Jukanlosreve 2025-05-12T03:32Z 33.4K followers, 29.8K engagements
"$NVDA is specifically bought to satisfy customer demand (on the cloud). $GOOGL doesn't use $NVDA GPUs for production use cases on their own products like Gemini. Every first-party service that $GOOGL has is powered by TPUs"
X Link @Jukanlosreve 2025-10-16T13:02Z 33.6K followers, 58.4K engagements
"(Rumor) ABF price hike expected at the end of this month Kinsus / Nandem (Nan Ya PCB) Special-spec ABF products will see a XX% price increase while other categories will rise by 1020%. The companies expect supply shortages to continue until the first half of 2027 and the upcoming price hike will be implemented in one go. Currently all ABF production capacity at Nandems four factories has been fully reserved by NVIDIA meaning there is no available capacity left until the new plant is completed by the end of next year. As a result the market is expected to enter a price hike and supply shortage"
X Link @Jukanlosreve 2025-10-08T05:33Z 33.5K followers, 9075 engagements
"Why didnt I think of this sooner The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers) narrowing the cost gap between NVIDIA chips and ASICs to around XX% on average. Jensen Huang is doing whatever it takes to eliminate his competitors"
X Link @Jukanlosreve 2025-10-09T11:08Z 33.5K followers, 75.6K engagements
"KIS: SK hynix (000660) Target Price 560000 KRW 3Q25 Preview: Venturing into Uncharted Territory 3Q25 Earnings Expected to Beat Consensus We project Q3 revenue of XXXX trillion KRW (+13% QoQ +43% YoY) and operating profit of XX trillion KRW (+31% QoQ +71% YoY) exceeding the consensus estimate of XXXX trillion KRW by 11%. Server DRAM demand is surging and DRAM bit growth in Q3 is expected to surpass guidance. NAND will also exceed expectations driven by soaring demand for QLC eSSDs used in AI storage boosting both revenue and profit at subsidiary Solidigm. HBM sales once again surpassed plan in"
X Link @Jukanlosreve 2025-10-02T07:59Z 33.4K followers, 40.8K engagements
"In a recently released industry research report Goldman Sachs pointed out that the supply of T-glass used in high-end BT substrates (mainly for smartphone SoCs) could face a double-digit percentage shortage over the next several months to quarters. Following the report shares of Taiwan Glass () surged to the daily limit on the 7th showing strong momentum. Goldman Sachs stated in the report that most T-glass production is currently consumed by ABF substrates and since AI GPUs and ASICs have a very high usage ratio of T-glass within ABF substrates the allocation of T-glass is increasingly"
X Link @Jukanlosreve 2025-10-07T08:55Z 33.4K followers, 25.4K engagements
"Intel didnt give me a tour of their 18A facility😡 Our relationship is over now Samsung is my best friend"
X Link @Jukanlosreve 2025-10-10T04:32Z 33K followers, 33.4K engagements
"Has ChatGPTs paid subscriber growth already hit its limit"
X Link @Jukanlosreve 2025-10-17T07:12Z 33.6K followers, 48.6K engagements
"Bernstein: Sam Altman has the power to either crash the global economy for the next decade or lead us all to the promised land. In my view as of now it seems were heading toward the crash"
X Link @Jukanlosreve 2025-10-08T05:52Z 33.4K followers, 60.9K engagements
"I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI"
X Link @Jukanlosreve 2025-10-13T15:52Z 33.6K followers, 124.1K engagements
"Marvell wins OpenAI inference ASIC order $MRVL"
X Link @Jukanlosreve 2025-08-14T03:20Z 33.4K followers, 58.5K engagements
"On the AI Circular Structure: Morgan Stanley Lack of Disclosure Makes True Risk Assessment Difficult According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining performance obligations (RPO) and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. This high concentration in a single customer means that the future growth and success of these suppliers are tightly bound to OpenAIs fate. The AI Gamble of Hyperscale Data Center Operators To"
X Link @Jukanlosreve 2025-10-09T04:39Z 33.6K followers, 203.1K engagements
"My point is simple. In the U.S. there are just too many high-paying jobs. In Taiwan or Korea semiconductor engineers are among the highest-paid professionals. But is that really the case in America"
X Link @Jukanlosreve 2025-10-18T05:46Z 33.6K followers, 11.5K engagements
"TSMC (TW.2330) FY3Q25 Earnings Results FY3Q25 Results Revenue: US$33.1B (+10% QoQ +41% YoY) X% above consensus Gross Profit Margin (GPM): XXXX% (+1ppt QoQ +2ppt YoY) above consensus (58.9%) Revenue Breakdown by Segment: HPC (High Performance Computing): XX% (3ppt QoQ +6ppt YoY) Smartphone: XX% (+3ppt QoQ 4ppt YoY) Internet of Things (IoT): X% (0ppt QoQ 2ppt YoY) Automotive: X% (0ppt QoQ 0ppt YoY) Others: X% (1ppt QoQ 0ppt YoY) Digital Consumer Electronics: X% (+1ppt QoQ 0ppt YoY) Advanced Node Mix (7nm): XX% (0ppt QoQ +5ppt YoY)"
X Link @Jukanlosreve 2025-10-16T05:40Z 33.6K followers, 17.3K engagements
"What Samsung makes ASICs"
X Link @Jukanlosreve 2025-10-13T23:55Z 33.6K followers, 45.7K engagements
"TSMC Wafer Pricing Trend (Morgan Stanley)"
X Link @Jukanlosreve 2025-07-14T22:58Z 33.5K followers, 17.8K engagements
"GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our"
X Link @Jukanlosreve 2025-09-17T06:01Z 33.3K followers, 11K engagements
"AI Reconfigures the Entry Point of Web Traffic Morgan Stanley: Vertical Sites Are Safe in the Short Term but Face Long-Term Risk of Losing Traffic to AI Generative AI is reshaping how users discover information posing a potential challenge to internet platforms that depend on traffic. In a report released on October XX Morgan Stanley stated: At present AI represented by ChatGPT is less a substitute or destroyer of platforms than it is an information distributor and function enabler. In the short term leading vertical sites with strong brand power and data moats remain solid. However in the"
X Link @Jukanlosreve 2025-10-16T03:08Z 33.4K followers, 8070 engagements
"What do you think about this "Furthermore if the United States further expands its technological countermeasures it could also slow down China's localization process. China's semiconductor self-sufficiency rate is currently at a low level of XX% and our industry analysts expect it to increase to XX% by 2027. Even in the field of advanced-process logic chips where localization has made faster progress domestic Chinese GPUs will only be able to meet XX% of the country's AI demand by 2027.""
X Link @Jukanlosreve 2025-10-18T09:33Z 33.6K followers, 8095 engagements
"Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA"
X Link @Jukanlosreve 2025-09-16T04:39Z 33.3K followers, 30.5K engagements
"@TShirtnJeans2 @DicksonPau I dont really have an opinion on that. But one things for sure: TPU is the most successful ASIC and the reason customers choose Broadcom is because Broadcom can build replicas of the TPU. Just look at the chips Marvell made they fall way short of the TPU dont they"
X Link @Jukanlosreve 2025-09-05T01:10Z 33.4K followers, XXX engagements
"Doosan Likely to Acquire SK Siltron Doosan Group has emerged as the leading candidate to acquire SK Siltron the worlds third-largest semiconductor wafer manufacturer. Doosan is in exclusive talks with SK Group regarding the acquisition and if the groups top management grants approval after the Chuseok holiday the company plans to proceed with detailed due diligence and aims to sign a share purchase agreement (SPA) by year-end. Both sides are valuing SK Siltron at the high-4 trillion KRW level which is about X times last years EBITDA of XXX billion KRW. Doosan became the sole candidate after"
X Link @Jukanlosreve 2025-10-01T08:20Z 33.5K followers, 9393 engagements
"Korean semiconductor stocks have risen more than XX% since the beginning of the year yet they still trade at lower P/B ratios compared to global memory peers"
X Link @Jukanlosreve 2025-10-10T10:39Z 33K followers, 13.5K engagements
""If this project goes well we expect the next few generations of the Maia chip to also be manufactured (fabbed) at Intel. The last sentence is not an evaluation of Intels 18A or 18AP process but rather a general statement about the project as a whole. From a process standpoint as SemiAccurate has been saying for years everything is proceeding smoothly without any issues." from Semiaccurate"
X Link @Jukanlosreve 2025-10-17T14:06Z 33.6K followers, 39.4K engagements
"Just in: MediaTeks TPU v7e reportedly taped out and delivered UBS"
X Link @Jukanlosreve 2025-10-09T02:11Z 33.3K followers, 24.6K engagements
"The Information reported that Oracle incurs a XXX% loss in the process of leasing out NVIDIA B200 GPUs"
X Link @Jukanlosreve 2025-10-16T23:20Z 33.6K followers, 56.1K engagements
"Cantor Fitzgerald) NVIDIA: Raises Target Price to $XXX Amid Accelerating AI Infrastructure Growth Last week we hosted an investor meeting in New York with NVIDIAs senior management including CEO Jensen Huang CFO Colette Kress IR head Toshiya Hari and other executives. Compared to a year ago much has changedexponentially. As expected Jensen Huang was highly optimistic and with good reason. We are still in the early innings of a multi-trillion-dollar AI infrastructure build-out. Even just among hyperscalers we see substantial visibility into hundreds of billions of dollars of demand over the"
X Link @Jukanlosreve 2025-10-09T11:06Z 33.6K followers, 60K engagements
"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link @Jukanlosreve 2025-10-02T06:46Z 33.4K followers, 23.8K engagements
"@AssidiousMacro I wish the censorship were a bit more relaxed. Sometimes I like to have ideological discussions with ChatGPT"
X Link @Jukanlosreve 2025-10-14T23:32Z 33K followers, XXX engagements
"Exclusive Samsung Electronics Considers Disbanding HBM4 Yield TF Aiming for Nvidia Supply Through Speed Race Samsung Electronics is reportedly considering disbanding the task force (TF) dedicated to improving the yield of its 10-nanometer (nm)-class 6th-generation (1c) DRAM which will be applied to the next-generation High Bandwidth Memory X (HBM4). The move reflects an urgent determination to prioritize the mass production of HBM4 for Nvidia supply within this year. The 10-nm class DRAM process technology develops sequentially through the stages of 1x (1st generation) 1y (2nd) 1z (3rd) 1a"
X Link @Jukanlosreve 2025-10-15T02:34Z 33.6K followers, 46.2K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO"
X Link @Jukanlosreve 2025-08-28T08:04Z 33.4K followers, 58.1K engagements
"AI Will Increase Not Reduce the Number of Developers (Morgan Stanley) As AI coding assistants and agents become an everyday part of the development workflow the traditional role of software developers will shift toward curation higher-level design and problem-solving through prompt and context engineering. This transformation will make developers more strategic and higher-value contributors within organizations. Morgan Stanley identifies three key reasons why the number of developers is expected to continue growing over the next XX years rather than decline: X AI-driven productivity gains"
X Link @Jukanlosreve 2025-10-07T12:02Z 33.1K followers, 30.3K engagements
"Barclays projected that the collaboration with Meta could bring EssilorLuxottica up to X billion by 2030. Analysts also see room for total annual smart glasses shipments to rise to XX million units by 2035. But if smart glasses are supposed to partially replace smartphones shouldnt that number be much higher than XX million"
X Link @Jukanlosreve 2025-10-09T10:50Z 33.3K followers, 14.4K engagements
"ASIC Spec Summary by Jeff Pu GF Securities For the full report please contact me via DM"
X Link @Jukanlosreve 2025-06-15T02:33Z 33.4K followers, 25.4K engagements
"This is a highly important point. Samsung Electronics and SK Hynixs total DRAM capacity in 2026 is expected to increase only slightly (+single-digit). However all of that incremental capacity will go toward HBM while general DRAM capacity will actually decline. In other words general-purpose DRAM will continue to suffer from persistent supply shortages"
X Link @Jukanlosreve 2025-10-13T01:22Z 33.6K followers, 36.4K engagements
"A very interesting article has come out regarding NVIDIAs request for higher HBM4 speeds. Below is the full translation: NVIDIAs decision to raise the operating speed standard for sixth-generation high-bandwidth memory (HBM4) was the result of Samsung Electronics promotion. A senior executive in charge of HBM development at a global memory-semiconductor firm made this remark saying that Samsung confident it could outperform rivals in HBM4 performance proposed to NVIDIA that the operating speed be set higher than the level specified by the industry standard-setting body JEDEC. Although Samsung"
X Link @Jukanlosreve 2025-10-13T10:29Z 33.6K followers, 59.9K engagements
"Should we (South Korea) stand up to China For example by sanctioning Chinese shipbuilding companies"
X Link @Jukanlosreve 2025-10-14T04:53Z 33.6K followers, 39.5K engagements
"Goldman Sachs: Key Takeaways from SEMICON West 2025 We attended the SEMICON West conference held in Phoenix Arizona on October XX meeting with various industry players including AMAT TER ENTG and MKSI. Overall we came away from the event with a gradually more positive view on 2026 WFE (Wafer Fab Equipment) growth consistent with our recent WFE outlook update. Below we summarize the key industry insights and company-level highlights. Industry Takeaways X. 2026 WFE Outlook While most companies avoided providing specific figures for their 2026 WFE outlook many indicated expectations for"
X Link @Jukanlosreve 2025-10-09T13:37Z 33.6K followers, 35.6K engagements
"What theSama literally has no alternative other than TSMC right Or rather he doesnt even seem to consider any other option"
X Link @Jukanlosreve 2025-10-08T12:27Z 33.3K followers, 53.4K engagements
"China has already taken control of the global robot supply chain Honestly is it even right to develop robots now Just like with electric vehicles well end up becoming dependent on China"
X Link @Jukanlosreve 2025-10-11T07:32Z 33.3K followers, 23K engagements
"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL"
X Link @Jukanlosreve 2025-08-14T04:11Z 33.4K followers, 42.4K engagements
""Most of the design nowadays we have this resource capability so we do most of those ourselves." Very interesting. I also mentioned before that AWS has taken over a significant portion of the work previously handled by Alchip and Marvell"
X Link @Jukanlosreve 2025-09-07T08:24Z 33.4K followers, 10.6K engagements
"Heres one trend you probably dont know about: China is now heavily restricting the export of its own companies battery manufacturing and LCD display equipment to countries like Vietnam and India. Beijing is deeply worried that its advanced industrial technologies could leak abroad. As a result many Indian and Vietnamese companies have recently been visiting South Korea. In fact not long ago Tata Group one of Indias largest conglomerates came to Korea to conduct an on-site inspection to purchase Korean battery manufacturing equipment reportedly worth several billion dollars. I expect Korea to"
X Link @Jukanlosreve 2025-10-05T05:46Z 33.6K followers, 46.6K engagements
"Goldman Sachs) NVIDIA: Impact of OpenAI and Strategic Investments on Business 12-Month Price Target: $XXXXXX NVIDIA has announced a series of strategic investments and partnerships with companies including OpenAI. This announcement has sparked investor debate over the nature of these transactions particularly the extent to which NVIDIAs equity investments in partner firms may be reused by those firms to purchase NVIDIA GPUs allowing NVIDIA to recognize this as circular revenue. The sustainability of OpenAIs infrastructure spending will increasingly depend on equity and debt financing."
X Link @Jukanlosreve 2025-10-06T14:31Z 33.1K followers, 81.5K engagements
"Taiwanese ODM Manufacturers: AI Server Shipments Remain Strong Maintaining Positive Outlook for Wiwynn Wistron and Quanta Morgan Stanley (S. Shih July XX 2025) Morgan Stanley states that despite unfavorable exchange rates Taiwanese ODM manufacturers' June revenues generally exceeded market expectations driven by strong AI server shipment momentum (especially for Trainium X and GB200 racks). Morgan Stanley has upgraded Wiwynn's and Wistron's earnings forecasts and maintained positive ratings on the three major ODM firms. Wiwynn's AI Server Contribution Reaches XX% Driving Earnings and Price"
X Link @Jukanlosreve 2025-07-10T14:29Z 33.4K followers, 2738 engagements
"TSMC CEO remarks Mass production of the 2nm process is scheduled to begin in the latter part of Q4. The A16 node will enter mass production in the second half of next year. AI chip demand remains far stronger than expected three months ago and the overall demand momentum continues. Regarding CAPEX he stated that its unlikely to suddenly decrease in any given year reaffirming TSMCs commitment to maintaining a high level of investment for the coming years. The company is making full-scale efforts to expand CoWoS advanced packaging capacity by 2026. Current AI-related packaging and production"
X Link @Jukanlosreve 2025-10-16T07:07Z 33.6K followers, 63.9K engagements
"I wrote an article selecting the key contents from The Trust Game a book authored by former and current vice presidents of SK hynix to explain how Hynix beat Samsung and claimed the throne of HBM. As an appendix I also introduce a Korean materials parts and equipment company that I recommend buying"
X Link @Jukanlosreve 2025-10-04T09:37Z 33.4K followers, 40.2K engagements
"SK hynix: As LLM throughput increases dependence on HBM grows even stronger. At the event SK hynix shared the results of a study conducted in an AWS cloud environment analyzing the memory usage characteristics of major LLMs under various conditions. Using the HBM mounted on Nvidias Hopper-based H200 AI accelerator as a baseline SK hynix found that increasing stack height from X to XX layersthereby expanding capacity by 1.5resulted in a XXX improvement in overall system processing performance for LLMs. A former engineer speaking at the event explained: When HBM is expanded from X layers to 12"
X Link @Jukanlosreve 2025-10-15T07:20Z 33.4K followers, 10.3K engagements
"Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly"
X Link @Jukanlosreve 2025-09-04T08:58Z 33K followers, 7972 engagements
"TechInsights also decapped the 910c and confirmed that it was manufactured at TSMCs fab"
X Link @Jukanlosreve 2025-09-26T03:56Z 33.6K followers, 98.4K engagements
"Chinese media reported that Qiyunfang a subsidiary of SiCarrier which is itself a subsidiary of Huawei showcased one of Chinas most advanced EDA tools today at the SEMiBAY 2025 event. Isnt it fascinating When lithography tools were sanctioned the company developing alternatives was Huawei. When EDA tools were sanctioned the company creating replacements was also Huawei. China cannot exist without Huawei"
X Link @Jukanlosreve 2025-10-15T04:59Z 33.6K followers, 37.4K engagements
"Why This Memory Semiconductor Cycle Is Different (Samsung Securities Korea) This memory cycle differs from previous ones in three key aspects. First there are two profit growth engines. Although demand and supply for AI-focused HBM and general DRAM are connected they do not move in perfect synchrony. The recent rally has been driven by a mismatch between AI demand and general DRAM demand. Second the main demand source AI infrastructure investment is larger and more prolonged than in any prior cycle. It is the first time in XX years since the Internet infrastructure boom that we have seen a"
X Link @Jukanlosreve 2025-10-13T00:59Z 33.4K followers, 39K engagements
"2330 TSMC: U.S. Brokerage Firms Raise Target Prices TSMCs Q3 gross profit margin (GPM) and EPS exceeded expectations from major U.S. securities firms and its Q4 revenue and GPM outlook also surpassed market forecasts. As a result the company raised both its full-year revenue guidance and capital expenditure (CAPEX). Following the earnings release major U.S. brokers revised their EPS estimates for 20252027 upward to $XXXX / $XX / $XXXXX and simultaneously increased their target prices based on a 2026E PER of 22x. Management stated that they plan to significantly expand CoWoS production"
X Link @Jukanlosreve 2025-10-17T00:19Z 33.6K followers, 10.6K engagements
"They dont want to learn something new Garg said. Theyre like OK AMD systems are X% or XX% cheaper. So what 💯"
X Link @Jukanlosreve 2025-10-17T13:42Z 33.6K followers, 17.5K engagements
"Each humanoid robot requires XXX kg of rare-earth metals comparable to that of an electric vehicle including XX rotary and linear actuators for joints and XX actuators for the hands. The humanoid robot revolution could trigger $XXX billion worth of demand for key rare-earth minerals yet the United States relies on China for XX% of its magnet imports and it takes XXXX years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China"
X Link @Jukanlosreve 2025-10-11T06:08Z 33.6K followers, 114.2K engagements
"Is anyone here interested in KLA Theres some huge news. Im in the middle of translating it right now"
X Link @Jukanlosreve 2025-10-04T05:13Z 33.5K followers, 17.7K engagements
"Nomura: Meta Enters the ASIC Race Challenging Nvidia's Dominance Following in Google's footsteps Meta is reportedly making a full-fledged entry into the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team Meta's ambitions in the AI server sector are rapidly escalating. Their proprietary ASIC server project MTIA is projected to achieve a significant breakthrough in 2026 potentially challenging Nvidia's long-standing market dominance. Citing the latest supply chain information the report indicates that"
X Link @Jukanlosreve 2025-06-17T02:36Z 33.1K followers, 68.7K engagements
"U.S. data center capacity is growing rapidly and is expected to reach 4650 GW by the end of Q4 2025 (OctoberDecember) according to Goldman Sachs"
X Link @Jukanlosreve 2025-10-09T12:50Z 33.4K followers, 17.7K engagements
"ALIBABA AND BAIDU HAVE BEGUN TRAINING THEIR AI MODELS USING CHIPS THEY PRODUCED IN-HOUSE THE INFORMATION"
X Link @Jukanlosreve 2025-09-11T23:38Z 33.4K followers, 49.4K engagements
"Microns Big Bet Skipping the 8th Generation 10nm Heading Straight for 9nm DRAM U.S. memory semiconductor company Micron Technology is accelerating its development of sub-10nm process technology. As competition with Samsung Electronics and SK hynix intensifies Micron appears to be rushing to develop its first 9nm process DRAM. According to the semiconductor industry on the 16th Micron is currently weighing whether to skip its 8th-generation 10nm process. An industry insider familiar with the matter said Micron has two internal roadmap scenarios. After 1d (7th-generation 10nm) there is 1e"
X Link @Jukanlosreve 2025-10-16T12:08Z 33.6K followers, 30.6K engagements
"- AWS collaborates with Alchip for Inferentia X and Trainium X chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA X and MTIA 2"
X Link @Jukanlosreve 2025-06-01T05:21Z 33.5K followers, 25.4K engagements
"My friend told me: There are three categories currently being called bubbles. One is the CAPEX spending of CSPs (cloud service providers) another is the CAPEX spending of unlisted companies and the last is the CAPEX of sovereign AI projects. Im not worried about CSP CAPEX right now. But the other two especially the capital spending of unlisted companies like OpenAI are deeply concerning. Even from this chart doesnt it look like OpenAI is the most aggressive one If OpenAI fails to become profitable this bubble will burst"
X Link @Jukanlosreve 2025-10-07T02:38Z 33.6K followers, 87.9K engagements
"@danielnewmanUV Well Intel just announced its inference GPU recently. Isnt the timing a bit too coincidental"
X Link @Jukanlosreve 2025-10-15T23:39Z 33.5K followers, 2622 engagements
"Samsung Foundry Wins Hyundai Motors 8nm Automotive Chip Order Samsung Electronics foundry division has secured an order from Hyundai Motor Company to manufacture automotive semiconductors using its 8-nanometer (nm one-billionth of a meter) process and is now preparing for mass production. However the long-anticipated 5nm autonomous driving chip order is reportedly postponed to next year. Following its July win of Teslas next-generation high-performance AI chip (AI6) Samsung Foundrys latest deal with Hyundai Motor signals rapid expansion in its automotive semiconductor business. According to"
X Link @Jukanlosreve 2025-10-17T05:26Z 33.6K followers, 11.5K engagements
"The peak of the AI semiconductor cycle will come in 2028 Samsung and SK Hynixs earnings will double over the next three years The artificial intelligence (AI) semiconductor cycle is expected to reach its peak in 2028 and by then the earnings of Samsung Electronics (005930) and SK Hynix (000660) are projected to more than double from current levels. At a press briefing hosted by the Korea Exchange on the 14th Noh Geun-chang head of research at Hyundai Motor Securities said Considering NVIDIA CEO Jensen Huangs comment that data center investments will reach $X trillion (about KRW 1427 trillion)"
X Link @Jukanlosreve 2025-10-14T03:39Z 33.6K followers, 16.7K engagements
"Citi) Micron Following the Footsteps of AI: DRAM Expected to Face Unprecedented Demand Next; Margins to Return to Peak Levels Estimates and Target Price Raised We believe that DRAM will be the next semiconductor to sign long-term contracts with AI-related companies similar to what has happened with NVIDIA (NVDA) AMD and Broadcom (AVGO) due to its critical role in the AI ecosystem and the emerging supply shortage. This will benefit Micron through higher and more sustainable DRAM prices driving its gross margins back to the peak XX% range and boosting peak EPS to over $XXXXX nearly double its"
X Link @Jukanlosreve 2025-10-16T12:38Z 33.6K followers, 29.5K engagements
"Exclusive Hanwha Semitec Teams Up with Global Equipment Giant Lam Research on Hybrid Bonder Hanwha Semitec an emerging powerhouse in the HBM (High Bandwidth Memory) TC bonder market is reportedly partnering with global etching leader L company to co-develop next-generation hybrid bonders a move expected to send ripples through the market. Given that L has already built supply chain relationships with semiconductor manufacturers worldwide the formal launch next year could secure Hanwha Semitec a powerful global sales channel. According to industry sources on the 17th Hanwha Semitec has been"
X Link @Jukanlosreve 2025-09-17T05:38Z 33.3K followers, 4398 engagements
"Citi: The Semiconductor Cycle Still Has Significant Upside Potential 🧵/1 Citi analyst Christopher Danely expects global semiconductor sales to rise XX% in 2025 to reach an all-time high of $XXX billion. However he emphasized that this revenue growth is entirely driven by pricing while shipment volumes remain well below previous peaks. This indicates that inventory levels are low and the industry still has substantial room for further growth"
X Link @Jukanlosreve 2025-10-05T12:34Z 33.4K followers, 53.2K engagements
"China launches customs crackdown on Nvidia AI chips- FT"
X Link @Jukanlosreve 2025-10-10T04:26Z 33.3K followers, 12.9K engagements
"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to"
X Link @Jukanlosreve 2025-07-03T22:42Z 33.4K followers, 20.7K engagements
"Another AI circular trade SoftBanks subsidiary ARM has received a multibillion-dollar CPU order from OpenAI. At the same time SoftBank has agreed to purchase several billion dollars worth of AI technology from OpenAI every year starting this year including technologies that could help ARMs subsidiaries shorten their chip development cycles. This is insane"
X Link @Jukanlosreve 2025-10-14T02:02Z 33.4K followers, 68K engagements
"How did Micron achieve faster HBM4 speeds As competition heats up in the high-bandwidth memory (HBM) market ahead of the launch of NVIDIAs next-generation Rubin platform in 2025 Micron Technology has drawn attention by announcing that it has achieved per-pin speeds comparable to Samsung Electronics and SK hynix with its sixth-generation HBM (HBM4). Initially the industry expected Micron often seen as a latecomer in HBM to deliver around X Gbps per pin. However during its most recent earnings conference call Micron revealed that its HBM4 operates at XX Gbps per pin a significant leap that"
X Link @Jukanlosreve 2025-10-16T01:05Z 33.6K followers, 13.9K engagements
"China dominates global supply chains for processed critical minerals"
X Link @Jukanlosreve 2025-10-13T02:02Z 33.3K followers, 29.4K engagements
"Chinas Small Modular Reactor (SMR) Enters Trial Operation Six Months to Commercial Operation Chinas small modular reactor (SMR) the first of its kind in the world has entered the trial operation stage. The low-temperature functional test marks the first phase of nuclear plant commissioning designed to verify whether the cooling water system and other equipment operate normally under high-pressure conditions. Through this test the China National Nuclear Corporation (CNNC) announced that the integrity of the pressure boundary had been confirmed. Next CNNC will conduct a series of steps"
X Link @Jukanlosreve 2025-10-17T04:10Z 33.6K followers, 72.6K engagements
"Samsung vs. SK Hynix: A Showdown Over the XXX Trillion Won AI DRAM 'Gold Mine'. Who Will Emerge Victorious "South Korea's annual exports could increase into the multi-hundred billion U.S. dollar range." This was the assessment from the global tech industry after Sam Altman CEO of OpenAI who visited South Korea on the 1st requested that Samsung Electronics and SK Hynix "supply over 900000 wafers per month of advanced DRAM (based on wafer input) for the Stargate project." This implies that Samsung Electronics and SK Hynix could add at least $XXX billion (approximately XXX trillion won) annually"
X Link @Jukanlosreve 2025-10-05T12:20Z 33.5K followers, 67.2K engagements
"Korea Memory Revival DRAM-Centric Bullish Cycle Resumes (Morgan Stanley) X. Market and Cycle Outlook Memory price uptrend in 4Q is steeper than expected; strong cycle expected to persist through 2026. DRAM-driven supply-demand imbalance is deepening with supply unable to keep up with demand for the next XX quarters. DRAM prices in 2025 could rise by more than XX% YoY; NAND also accelerating recovery led by enterprise SSD demand. Rapid AI token growth (50% MoM) is driving memory demand mirroring past DRAM price upcycles. Morgan Stanley sees DRAM as still undervalued relative to the"
X Link @Jukanlosreve 2025-10-09T00:19Z 33K followers, 13.5K engagements
"Indian Media: Foxconn's AirPods Production in India Affected by Rare Earth Shortage Due to Mainland China's Controls The Economic Times (ET) of India citing sources reported that Hon Teng Precision a subsidiary of Hon Hai Technology Group has been affected by a shortage of dysprosium at its plant in Telangana India due to tightened export controls on rare earth metals by mainland China impacting the production of Apple AirPods. According to the report Hon Teng emphasized that its production line has not been disrupted. This factory began producing AirPods in India in April last year as part"
X Link @Jukanlosreve 2025-07-22T07:31Z 33.4K followers, 7423 engagements
"Samsung Electronics 3Q operating profit reaches XXXX trillion won marking an earnings surprise. Revenue: XX trillion won"
X Link @Jukanlosreve 2025-10-13T23:46Z 33.1K followers, 10.2K engagements
"251014_Broadcom: Partnership with OpenAI reinforces Broadcoms technology advantage in custom silicon - Goldman Sachs (1) This collaboration includes the joint development of Scale-up and Scale-out network systems utilizing Broadcoms AI accelerators and Ethernet solutions. (2) Deployment is expected to begin in 2H26 and be completed by the end of 2029. (3) We view this announcement as a positive catalyst for Broadcom reaffirming the companys technological leadership in the ASIC domain. (4) While it has not been disclosed whether this agreement involves any equity investment or financing we"
X Link @Jukanlosreve 2025-10-13T23:50Z 33.5K followers, 11.9K engagements
"TSMCs Hidden Strategy to Dominate Global AI Why C.C. Weis Tone Has Changed Another spoiler from TSMCs earnings call. In the third quarter of 2025 TSMC posted a net profit of NT$452.3 billion hitting a new record and meeting expectations. Cumulative profit for the first three quarters reached NT$1.21 trillion already surpassing the NT$1.17 trillion achieved in all of 2024. What caught attention was Chairman C.C. Weis noticeably different attitude. Gone were the bold declarations of having no competitors. For the first time he described TSMCs expansion plans as guided by discipline. His"
X Link @Jukanlosreve 2025-10-17T00:56Z 33.6K followers, 22.8K engagements
"I wrote a piece today thats not about technical or industrial analysis but rather a look back at history. Its also a topic Ive been personally interested in for quite some time. Why did Europe lose semiconductors"
X Link @Jukanlosreve 2025-10-18T03:02Z 33.6K followers, 38.3K engagements