# ![@QQ_Timmy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::814134230959521792.png) @QQ_Timmy 駿HaYaO

駿HaYaO posts on X about ai, target, $googl, dram the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::814134230959521792/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::814134230959521792/c:line/m:interactions.svg)

- [--] Week [-------] +332%
- [--] Month [-------] +275%
- [--] Months [---------] +859%
- [--] Year [---------] +3,221%

### Mentions: [--] [#](/creator/twitter::814134230959521792/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::814134230959521792/c:line/m:posts_active.svg)

- [--] Week [---] +145%
- [--] Month [---] +134%
- [--] Months [---] +864%
- [--] Year [---] +446%

### Followers: [------] [#](/creator/twitter::814134230959521792/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::814134230959521792/c:line/m:followers.svg)

- [--] Week [------] +1.30%
- [--] Month [------] +7.30%
- [--] Months [------] +60%
- [--] Year [------] +163%

### CreatorRank: [-------] [#](/creator/twitter::814134230959521792/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::814134230959521792/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.55% [technology brands](/list/technology-brands)  20.59% [finance](/list/finance)  10.78% [currencies](/list/currencies)  5.88% [countries](/list/countries)  4.9% [fashion brands](/list/fashion-brands)  1.96% [products](/list/products)  1.96% [financial services](/list/financial-services)  #880 [travel destinations](/list/travel-destinations)  0.98%

**Social topic influence**
[ai](/topic/ai) #5282, [target](/topic/target) 11.76%, [$googl](/topic/$googl) 8.82%, [dram](/topic/dram) #79, [strong](/topic/strong) 4.9%, [in the](/topic/in-the) 3.92%, [taiwan](/topic/taiwan) #176, [investment](/topic/investment) 2.94%, [$mu](/topic/$mu) #142, [open ai](/topic/open-ai) 2.94%

**Top accounts mentioned or mentioned by**
[@siemensenergy](/creator/undefined) [@kyomine2022](/creator/undefined) [@ytlzzz](/creator/undefined) [@sahaibihari](/creator/undefined) [@chew9494](/creator/undefined) [@nick_wang_tw](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Microsoft Corp. (MSFT)](/topic/microsoft) [TotalEnergies SE (TTE)](/topic/$tte) [Broadcom, Inc. (AVGO)](/topic/$avgo) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Phison Electronics NAND NAND 2025"  
[X Link](https://x.com/QQ_Timmy/status/1967520081052872740)  2025-09-15T09:25Z 18K followers, [----] engagements


"Yaskawa Electric Acquires Tokyo Robotics a Startup Developing Humanoid Robots Yaskawa Electric announced on the 3rd that it has acquired Tokyo Robotics (Tokyo Bunkyo) a startup developing humanoid robots. The amount is undisclosed. Yaskawa Electric President Masahiro Ogawa expressed optimism at the earnings press conference held on the same day stating "Humanoid robots will generate business value in niche areas in 2-3 years. "Tokyo Robotics is a startup founded in [----] originating from Waseda University. It develops humanoid robots that move on wheels and perform various tasks with two arms."  
[X Link](https://x.com/QQ_Timmy/status/1974476003956469972)  2025-10-04T14:05Z 18K followers, 21.5K engagements


"Good Morning October [--] Foreign Media Summary - Memory Industry: US Firms Raise Estimates Again Raising Targets: [----] Nanya Technology [----] Winbond Electronics [----] Macronix [----] AP Memory Upgrading Rating and Target: [----] PSMC US investment banks have once again raised profit forecasts for their coverage universe while upgrading PSMC's rating to positive. The brokerage believes the market is overlooking the continued adoption of DDR4 in switches (both enterprise and datacenter segments). The brokerage notes that since memory has limited impact on switch performance the overall shift to DDR5"  
[X Link](https://x.com/QQ_Timmy/status/1982605771214127444)  2025-10-27T00:30Z 18.1K followers, [----] engagements


"IBIDEN CO. LTD. 4062202511AIIC202612AIIC202549 - 7.7% - 14.2% - 17.8% - 7.5% - 7.6% [----------] - PCBIC15.6%41.4%AIIC - DPF8.0%45.8% [----] - 13.7% - 28.1% - 9.8% - 8.8% [-----] AIIC - [-------------] - [-----------] https://twitter.com/i/web/status/1984866251894554845 https://twitter.com/i/web/status/1984866251894554845"  
[X Link](https://x.com/QQ_Timmy/status/1984866251894554845)  2025-11-02T06:12Z 18K followers, 26.8K engagements


"Good Morning 11/18 Foreign Media Summary - Memory Industry: US Firms Raise Targets *Target Upgrades: Winbond PSMC Macronix US investment banks observe that the importance of DDR4 is still underestimated as eSSDs and certain HDDs also require DDR4 as cache memory. With DDR4 16Gb inventories at distribution channels nearly depleted brokers expect greater upside potential for contract prices and spot prices next year particularly in 1Q26. For NAND: Due to Samsung's production cuts on MLC NAND global capacity has decreased by over 20% with expectations for MLC NAND quotes to rise double-digits in"  
[X Link](https://x.com/QQ_Timmy/status/1990577928628023531)  2025-11-18T00:28Z 18.1K followers, [----] engagements


"Good Morning 12/9 Foreign Media Summary - [----] Wistron : Monthly Revenue Hits Record High November revenue up nearly 200% YoY setting historical high. QTD achieves 72% of US bank estimates 78% of market consensus. AI server shipments exceed expectations 1.21.3K racks vs. Oct's [------]. Broker sees 4Q 2.3-2.4K cabinets up 92% QoQ. Laptops up 30% YoY beating forecasts; outlook remains positive. - [----] Wiwynn : Asia Broker Raises Target November revenue beats expectations; QTD hits 78% of Asia broker estimates. Trainium [--] shipments flat QoQ vs. prior 20%+ drop forecast. Microsoft general servers"  
[X Link](https://x.com/QQ_Timmy/status/1998189182473339327)  2025-12-09T00:33Z 18K followers, [----] engagements


"Good Morning 1/27 Foreign Media Summary - [----] MediaTek: US brokerage raises target price A major US brokerage assumes that if Google deploys [--] million TPUs in [----] MediaTek could secure at least [---] million units. At the same time it has raised the ASP for 3nm TPUs to US$4000 (previously US$3500). This project is expected to contribute US$10 billion in revenue in [----] accounting for approximately 30% of MediaTek's total revenue. In the near term brokers estimate 1Q26 revenue to decline 5-10% quarter-on-quarter due to a potential 10%-20% quarter-on-quarter drop in China Android phone SoC"  
[X Link](https://x.com/QQ_Timmy/status/2015946569724658160)  2026-01-27T00:34Z 17.9K followers, [----] engagements


"https://investors.micron.com/news-releases/news-release-details/micron-breaks-ground-advanced-wafer-fabrication-facility https://investors.micron.com/news-releases/news-release-details/micron-breaks-ground-advanced-wafer-fabrication-facility"  
[X Link](https://x.com/QQ_Timmy/status/2016027184373367140)  2026-01-27T05:55Z 17.9K followers, [----] engagements


"https://udn.com/news/story/7253/9294470 https://udn.com/news/story/7253/9294470"  
[X Link](https://x.com/QQ_Timmy/status/2016444489003590122)  2026-01-28T09:33Z 18K followers, [----] engagements


"https://seekingalpha.com/news/4544916-amd-dips-on-report-that-mi450-faces-delays-but-wells-fargo-refutesutm_source=futu&utm_medium=referral&feed_item_type=news&drsp=1&prefer_reader_view=1&prefer_safari=1 https://seekingalpha.com/news/4544916-amd-dips-on-report-that-mi450-faces-delays-but-wells-fargo-refutesutm_source=futu&utm_medium=referral&feed_item_type=news&drsp=1&prefer_reader_view=1&prefer_safari=1"  
[X Link](https://x.com/QQ_Timmy/status/2017767258949615764)  2026-02-01T01:09Z 18K followers, [----] engagements


"ASMLLam KLA [----] ----- Richard Wallace - back penetration - - R.J.M. Dassen - 20%39080 -  installed base businessupgrades - Timothy Archer - CSBGCustomer Support Business Group - The common theme between ASML Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck not their tools. Their service businesses will benefit in '26 in the absence of new capacity adds as customers try to squeeze existing equipment with https://t.co/8Zlvi8b17y The common theme between ASML Lam and KLA earnings call is that all calling out fab clean room constraints as a bottleneck"  
[X Link](https://x.com/QQ_Timmy/status/2017977242077548741)  2026-02-01T15:04Z 18.1K followers, 13.2K engagements


"( SoftBank )SAIMEMORYIntel3 SAIMEMORY202412saisaiZ-Angle MemoryZAM AIGPUCPUHBMSKSAIMEMORYHBM SAIMEMORY2027202920278030RIKEN10 8891.4Intel9.9%IntelSAIMEMORYIntel IntelRapidusIBM [----] 🦏 ZAMZ-Angle Memory [--------] https://t.co/fQWWCj0Vji [----] 🦏 ZAMZ-Angle Memory [--------] https://t.co/fQWWCj0Vji"  
[X Link](https://x.com/QQ_Timmy/status/2018297816838554053)  2026-02-02T12:17Z 18.1K followers, 11K engagements


"Good Morning 2/3Foreign Media Summary - [----] AVC : Australian upgrades target price Australian brokerage based on the strong growth of ASICs (from Google AWS Meta etc.) starting in 2H26 has raised its forecast for AVC's liquid cooling revenue next year expecting liquid cooling to account for 20-25% of revenue next year. At the same time the brokerage believes the market is overly concerned about Nvidia's ASP & MCL and expects AVC's ASIC business to surpass Nvidia next year. In the near term it anticipates further improvement in 1Q26 revenue/gross margin with upward revisions to 25-27 year EPS"  
[X Link](https://x.com/QQ_Timmy/status/2018481188772733277)  2026-02-03T00:26Z 18.1K followers, [----] engagements


"SKAI NAND FlashNAND 3D NANDDRAMHBMLPDDR52026DRAMNANDDRAMLPDDR5SSDDDR5HBM NAND202611001200EB1015%30%AI20%1520% China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the 2nd half [----]. YMTC is developing hybrid bonding techniques for China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the"  
[X Link](https://x.com/QQ_Timmy/status/2018514963355336857)  2026-02-03T02:40Z 18.1K followers, 22.9K engagements


"https://news.futunn.com/flash/19898238/puya-semiconductor-the-company-s-nor-flash-products-are-currentlychain_id=jzQDzmbqDm8mS7.1ko3gda&futusource=news_web_stockpagenews&global_content= https://news.futunn.com/flash/19898238/puya-semiconductor-the-company-s-nor-flash-products-are-currentlychain_id=jzQDzmbqDm8mS7.1ko3gda&futusource=news_web_stockpagenews&global_content="  
[X Link](https://x.com/QQ_Timmy/status/2018619842778349681)  2026-02-03T09:37Z 17.9K followers, [----] engagements


"DRAM [------] Jo He-rim DRAM5NAND23DRAM SK SK26DRAMHBM2021 EUV1b EUVDRAM1x1y1z201a1b1c10 EUVmulti-patterning1a1bEUV 2019ASMLEUVCXMT11DDR51aSK2021DDR5 CXMTDDR550%8090% 3D 3DstackingEUVSK 3DHBMTSV underfillEMCUnderfillEMC SK   8SKMacBookLPDDRLPDDR2 CPUIT IT SKCXMT This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM"  
[X Link](https://x.com/QQ_Timmy/status/2018966423373312337)  2026-02-04T08:34Z 18.1K followers, [----] engagements


"https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/ https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/"  
[X Link](https://x.com/QQ_Timmy/status/2019036788275433963)  2026-02-04T13:14Z 18K followers, [----] engagements


"Siemens Energy [--] [---] AI [----]  20% [--]  [----] Siemens Energy Christian Bruch AI  [---]  [---] - Taylor Rogers Doug Burgum Siemens Energy  12% [----] 🔥$1 BILLION investment in U.S. Energy Sector: @Siemens_Energy is restarting gas-turbine manufacturing turning natural gas into electricity to power U.S. data centers. "The U.S. is the hottest electricity market in the world." 🔥$1 BILLION investment in U.S. Energy Sector: @Siemens_Energy is restarting gas-turbine manufacturing turning natural gas into electricity to power U.S. data centers. "The U.S. is the hottest electricity market in the world.""  
[X Link](https://x.com/QQ_Timmy/status/2019100872643604772)  2026-02-04T17:28Z 18.1K followers, [----] engagements


"https://www.reuters.com/business/finance/vance-says-us-will-establish-price-floor-system-critical-minerals-2026-02-04/ https://www.state.gov/releases/office-of-the-spokesperson/2026/02/the-united-states-to-host-critical-minerals-ministerial/ https://www.reuters.com/business/finance/vance-says-us-will-establish-price-floor-system-critical-minerals-2026-02-04/ https://www.state.gov/releases/office-of-the-spokesperson/2026/02/the-united-states-to-host-critical-minerals-ministerial/"  
[X Link](https://x.com/QQ_Timmy/status/2019102695173599432)  2026-02-04T17:36Z 18K followers, [----] engagements


"https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/ https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/"  
[X Link](https://x.com/QQ_Timmy/status/2019203066847981611)  2026-02-05T00:15Z 18K followers, [----] engagements


"#20260205 #  (C1) (C1) jPP (C1) ABF (C2)  (C2) [-----]. [--] (C3)  (C3) ACpay [--] (C3) [--] (C3) [----] (C4) (C4) (C5) (C5) OpenAI [---] (A1) D (A1)  (A3) 4BOM2026. ASIC (A3) AI CEO (A3) [----] (A3) GPU  (A5) AI  (A5)  (A5) https://money.udn.com/money/story/5612/9309715 https://money.udn.com/money/story/11162/9309709 https://money.udn.com/money/story/11162/9309707 https://money.udn.com/money/story/7307/9309716 https://money.udn.com/money/story/5612/9309710 https://money.udn.com/money/story/5612/9309718 https://money.udn.com/money/story/5612/9309703 https://money.udn.com/money/story/5607/9309689"  
[X Link](https://x.com/QQ_Timmy/status/2019232296210166039)  2026-02-05T02:11Z 18K followers, [----] engagements


"https://mp.weixin.qq.com/s/LflzrJUlhgcyauvCsgmW2A https://mp.weixin.qq.com/s/LflzrJUlhgcyauvCsgmW2A"  
[X Link](https://x.com/QQ_Timmy/status/2019322235731996942)  2026-02-05T08:08Z 18K followers, [----] engagements


"Tower Semiconductor NVIDIA 1.6T AI Tower AI  [----] [--] [--]  Tower Semiconductor/TSEM AI NVIDIA 1.6T Tower Semiconductor AI AI Tower Semiconductor AI Tower Semiconductor Russell Ellwanger SiGe AI AI NVIDIA Gilad Shainer NVIDIA Tower Semiconductor AI AI Tower Semiconductor SiPho Tower AI https://twitter.com/i/web/status/2019444872605053340 https://twitter.com/i/web/status/2019444872605053340"  
[X Link](https://x.com/QQ_Timmy/status/2019444872605053340)  2026-02-05T16:15Z 18.1K followers, [----] engagements


"Good Morning 2/6 Foreign Media Summary - [----] ASE : US firm raises target price US major brokerage considers AI-related revenue expected to double (from US$1.6 billion last year to US$3.2 billion this year with 75% from packaging / 25% from testing). At the same time observing high utilization rates and price increases which are driving gross margin expansion. Separately expects iPhone shipments this year to be flat outperforming the Android camp. Raises [--------] EPS estimates to $14.6 / $21.9 valuing at 15x forward P/E for next year and raises target price accordingly. - CCL: US firm raises"  
[X Link](https://x.com/QQ_Timmy/status/2019571291767128379)  2026-02-06T00:38Z 18K followers, [----] engagements


"https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/ https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/"  
[X Link](https://x.com/QQ_Timmy/status/2019682660520771703)  2026-02-06T08:00Z 18K followers, [----] engagements


"https://news.siemens.com/en-us/siemens-acquires-canopus-ai/ https://news.siemens.com/en-us/siemens-acquires-canopus-ai/"  
[X Link](https://x.com/QQ_Timmy/status/2019685690473374140)  2026-02-06T08:12Z 18K followers, [----] engagements


"Microchip ( $MCHP )QDec26 - 202548%Decy/y growth8bookings/Dec26backlog - 4%15.6% $1.186B60.5%QMar - DecBook-to-Bill ratio1 - MicrocontrolleranalognetworkingDCFPGA - Dec65% - Lead times4-8 - substratessubcontractingadvanced foundry nodes - - Dec201Sep214 - - HBM Microchip QDec26 - Recovery story after bottoming in 1Q25 but still 48% below previous quarterly revenue peak; first y/y growth in QDec after [--] quarters of decline; bookings/inventory trends looking positive; backlog strength through Dec26 - Revenue up 4% q/q and 15.6% y/y to https://t.co/s44YpfD2fh Microchip QDec26 - Recovery story"  
[X Link](https://x.com/QQ_Timmy/status/2019748843123007999)  2026-02-06T12:23Z 18.1K followers, [----] engagements


"SemiAnalysis$MU NVIDIA Rubin HBM NVIDIA HBM NVIDIA HBM4 SK 70/30 SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"  
[X Link](https://x.com/QQ_Timmy/status/2019781005301965123)  2026-02-06T14:31Z 18.1K followers, 75.7K engagements


"Weibo DS CNIPA OpenAI AI IP Sweetpea AirPods Dime [--]  HBM 2nm BOM [----] https://twitter.com/i/web/status/2019971062830969184 https://twitter.com/i/web/status/2019971062830969184"  
[X Link](https://x.com/QQ_Timmy/status/2019971062830969184)  2026-02-07T03:06Z 18.1K followers, [----] engagements


"TGVThrough Glass Vialow-DkRCCAGC xPU PCB  + know-how AIHPC http://5201.JP #AGC is steadily expanding its role in advanced semiconductor packaging not just as a glass supplier but as a system-level materials and process partner. From glass core substrates (TGV) and glass interposers to low-Dk resins RCC copper-clad laminates and optical https://t.co/oE0KUZeDrB http://5201.JP #AGC is steadily expanding its role in advanced semiconductor packaging not just as a glass supplier but as a system-level materials and process partner. From glass core substrates (TGV) and glass interposers to low-Dk"  
[X Link](https://x.com/QQ_Timmy/status/2020083233438990704)  2026-02-07T10:32Z 18.1K followers, [----] engagements


"DRAMDDR5DDR4 DDR3 NAND Flash Wafer eMMC SSD TF https://twitter.com/i/web/status/2020302557411946828 https://twitter.com/i/web/status/2020302557411946828"  
[X Link](https://x.com/QQ_Timmy/status/2020302557411946828)  2026-02-08T01:03Z 18.1K followers, [----] engagements


"20261G.652.D35/40 AIG.654.E202511G.654.E317.8225 20252.562%AIG.652.D https://twitter.com/i/web/status/2020406312283300037 https://twitter.com/i/web/status/2020406312283300037"  
[X Link](https://x.com/QQ_Timmy/status/2020406312283300037)  2026-02-08T07:56Z 18.1K followers, [----] engagements


"2/9 - [----] ASIC 26-28EPS$31/$4520xPE - 3324: 1Q72%GB3005 - 2360: QTD48% - 3034: 4Q251Q26 0.5% ICSMDDIC #"  
[X Link](https://x.com/QQ_Timmy/status/2020650065208156619)  2026-02-09T00:04Z 18.1K followers, [----] engagements


"Good Morning 2/9 Foreign Media Summary - [----] Gold Circuit Electronics (GCE): US brokerage raises target price January revenue hits historical high. US brokerage believes that under strong ASIC momentum capacity expansion is accelerating. The brokerage has upwardly revised capex for [--------]. Product specifications continue to upgrade toward higher layer counts and more complex processes. The brokerage raises this year's and next year's EPS forecasts to $31 / $45. Valued at 20x PE on next year's earnings the target price is raised accordingly. - [----] AURAS: January revenue at new high US"  
[X Link](https://x.com/QQ_Timmy/status/2020652930375016740)  2026-02-09T00:16Z 18.1K followers, [----] engagements


"#20260209 #  (C1) 64% (C3) 51% -26% (C3) 10%  (C3)  (C3)  (C3) AI  (C4) 7792AI. [---] (C4) 33K (A1) [----].  AI (A1)  (A1)  (A2) [--] Q15 (A3) 32026AIH. Ainos  (A3) (A3)  (A3) AI [--] (A3) AI (A3) AI  (A4) AI. [---] AI (A5) 500AI. HBM4  (A6) [-------] (A8)  (A8)  (A9)  (A12) . https://money.udn.com/money/story/5607/9317212 https://money.udn.com/money/story/5603/9317296 https://money.udn.com/money/story/5604/9317434 https://money.udn.com/money/story/5603/9317432 https://money.udn.com/money/story/5599/9317266 https://money.udn.com/money/story/10871/9317253 https://money.udn.com/money/story/5612/9317245"  
[X Link](https://x.com/QQ_Timmy/status/2020663526927499469)  2026-02-09T00:58Z 18.1K followers, [----] engagements


"202626IPO2011SiC3/4/6/8868 3767.89399743.16 28.85%4.03%20254101212SiC3%8%2mm2mm96% SiCIPO20251217.44812SiC"  
[X Link](https://x.com/QQ_Timmy/status/2020762317491667380)  2026-02-09T07:30Z 18.1K followers, [----] engagements


"STMicroelectronicsNYSE: STM202629AWSAI AWSAWSAWSAI ICAI AWSEDAAWS28.382480AWS STAWS AI https://t.co/7gXEOKl7wI STAWS AI https://t.co/7gXEOKl7wI"  
[X Link](https://x.com/QQ_Timmy/status/2020799378311831736)  2026-02-09T09:58Z 18.1K followers, [----] engagements


"#20260210 # [--] [---] (C1) 121% 18% (C1) [---] (C2) [--] (C2) [--] (C3) 116% (C3) [--] (C3) [--] (C3) (C4) 110% (C4) [---] 18.1% (C4) 151% 16% (C4) 170% [------] (A1)  (A2)  [--] (A3) GB300 (A3) 15% (A3)  (A3)  (A4)  AI (A5) SK (A7) SpaceX (A7) AI  (A8) 22% (A10)  [----] (A10)  (A10) https://money.udn.com/money/story/5612/9319730 https://money.udn.com/money/story/11162/9319723 https://money.udn.com/money/story/10871/9319722 https://money.udn.com/money/story/5603/9319676 https://money.udn.com/money/story/5599/9319716 https://money.udn.com/money/story/5599/9319726 https://money.udn.com/money/story/5612/9319760"  
[X Link](https://x.com/QQ_Timmy/status/2021025169100472599)  2026-02-10T00:55Z 18.1K followers, [----] engagements


"SUMCO [----] [----] [----] [--] [--] [----] SUMCO [----] AI [----]  [----] [----] [---] [--] [---]  - 300mm AI - 200mm 300mm Legacy AI  AI AI DRAM (HBM) NAND  [----] [----] [--] ----- 300mm 200mm [--]. 300mm  [----] AI DRAM   (Long-term contract prices)   (Legacy) [--]. 200mm  [----]   AI 300mm -------- AI SUMCO AI [--].  (Training) GPU DRAM/HBM  (Inference) ASIC NAND https://twitter.com/i/web/status/2021137451658407969 https://twitter.com/i/web/status/2021137451658407969"  
[X Link](https://x.com/QQ_Timmy/status/2021137451658407969)  2026-02-10T08:21Z 18.1K followers, [----] engagements


"TUC [---] (F)/768 (752) /747 (742) low Dk E-glass low Dk;E-glass E-glass : [--]. TU-662 (668/F)TU-768 (752) TU-747(742) 2.2026TU-662(668/F)TU-768(752) TU-747(742) https://twitter.com/i/web/status/2021149558311616632 https://twitter.com/i/web/status/2021149558311616632"  
[X Link](https://x.com/QQ_Timmy/status/2021149558311616632)  2026-02-10T09:09Z 18.1K followers, 16.1K engagements


"Aspeed Technology SoCBMC IC AV  AST2700AST2600 RAM BIC VGA DDR4 https://twitter.com/i/web/status/1966845861956289011 https://twitter.com/i/web/status/1966845861956289011"  
[X Link](https://x.com/QQ_Timmy/status/1966845861956289011)  2025-09-13T12:46Z 18.1K followers, [----] engagements


"Delta Electronics vs. Vertiv: Data Center Power & Cooling Showdown Overview: Delta Electronics (Taiwan) and Vertiv (US) are leading providers of critical power and cooling solutions for AI data centers. The total addressable market (TAM) for power and cooling is projected to grow at a 30% CAGR from [----] to [----] reaching $172.9 billion sufficient to support both players. Non-zero-sum game: The market's size allows both to thrive. Delta grows faster with diversified exposure; Vertiv is a purer data center play (80% of revenue) but with slightly lower growth. Key Opportunities & Trends: White"  
[X Link](https://x.com/QQ_Timmy/status/1973274287030292748)  2025-10-01T06:30Z 18.1K followers, [----] engagements


"Good Morning 12/12 Foreign Media Summary - [----] Accton Technology Corporation: US Broker Raises Target In addition to strong demand for 800G a major US brokerage also sees potential opportunities for Accton to scale up switches with existing ASIC clients plus a new group of CSP clients expected to contribute an additional 10-15% to revenue next year. The brokerage has raised its EPS estimates for next year and the year after to $61.3/$70.2 based on a 26x PE valuation for next year and synchronously raised the target price. - [----] EMC: US Broker Reiterates Positive Outlook US brokerage"  
[X Link](https://x.com/QQ_Timmy/status/1999278204616626307)  2025-12-12T00:40Z 18.1K followers, [----] engagements


"Good Morning 1/9 Foreign Media Summary - [----] WinWay : US broker raises target US broker notes WinWays entry into SLT market for existing US AI GPU/ASIC clients expands TAM (4-5x FT). Strong MEMS probe card volume and higher dollar content. Forecasts revenue +66% YoY in [----] after +36% in [----] +30% in [----]. Raises 2025/2026 EPS to $91/$131 applies 34x PE on [----] raises target. - Optical Transceiver Outlook: US broker upgrades US broker sees 800G as mainstream for large data centers; 1.6T ramps significantly in [----] 3.2T starts in [----]. ASIC AI server growth boosts volume/quality as ASICs rely"  
[X Link](https://x.com/QQ_Timmy/status/2009426934758019371)  2026-01-09T00:48Z 18.1K followers, 10.8K engagements


"Marvell TechnologyNASDAQ: MRVL2026165.4XConn TechnologiesMarvellAIXConnPCIeCXLMarvellPCIeCXLMarvellUltra Accelerator LinkUALink AIUALinkPCIeI/OMarvellUALinkAI MarvellMatt MurphyMarvellAICelestial AIXConnGerry FanMarvellSerDesPCIe 5/6AI MarvellTAMPCIeCXLXConn20PCIe 5CXL 2.0PCIe 6CXL 3.1XConn2027GAAP20281 60%40%Marvell [---------] https://twitter.com/i/web/status/2009558787313872985 https://twitter.com/i/web/status/2009558787313872985"  
[X Link](https://x.com/QQ_Timmy/status/2009558787313872985)  2026-01-09T09:32Z 18.1K followers, [----] engagements


"Good Morning 1/22 Foreign Media Summary - [----] Delta Electronics: US firm raises target price A major US brokerage reaffirms it as a "top pick" upgrading this year's and next year's EPS estimates to $36.6 / $53.5. Valued at 31x PE for next year they simultaneously raise the target price. The brokerage's latest forecast projects server power supply revenue to grow 70% YoY this year with liquid cooling revenue surging 140% YoY while continuing to drive up the proportion of server-related revenue in the total. On the power supply side: 800V rack deployment is expected to accelerate ahead of"  
[X Link](https://x.com/QQ_Timmy/status/2014131839699718516)  2026-01-22T00:23Z 18.1K followers, [----] engagements


"Advantest AI Advantest6857.T2820263275023285 I/B/E/S2028772026AIAI SOC202685952540%CEO Douglas Lefever80%HPCAI2026 2025% Lefever20263 [--------------] [--------] [----------] https://twitter.com/i/web/status/2016559214328754334 https://twitter.com/i/web/status/2016559214328754334"  
[X Link](https://x.com/QQ_Timmy/status/2016559214328754334)  2026-01-28T17:09Z 18.1K followers, [----] engagements


"( [----] )Murata Manufacturing Co. Ltd.2025320251012  [--] [----] 4.3% [---] [---]  Resonant [----] Resonant   [----] [--] [----] [----]  AI ----- 4.Resonant  [----] [--] [---] Resonant XBAR  XBAR [----] [----]   5G   [---]  XBAR  XBAR Wi-Fi [--] 6G  AI XBAR ----- [--]. - () (%)+12.2% AI - EMI (/) (%)+9.5% - () (%)-15.4% - (/) (%)+12.4% - () (%)+10.3%   (/) 26.5% AI  (/) 6.3% xEV   4.5% ----- [--]. [----] (20262) [--].  [---] [---] /USDAI [--].  [---]   [----] 5% 5G 66%  [----] 2%xEV 43%  AI 13.1% https://twitter.com/i/web/status/2018291230522876296 https://twitter.com/i/web/status/2018291230522876296"  
[X Link](https://x.com/QQ_Timmy/status/2018291230522876296)  2026-02-02T11:51Z 18.1K followers, [----] engagements


"AI Anthropic AINDA AISAPAnthropicAIDeepMindProject Genie AIAI"  
[X Link](https://x.com/QQ_Timmy/status/2018883031290052711)  2026-02-04T03:03Z 18.1K followers, [----] engagements


"https://api3.cls.cn/share/article/2279615sv=8.5.9& https://api3.cls.cn/share/article/2279615sv=8.5.9&"  
[X Link](https://x.com/QQ_Timmy/status/2018883082481463444)  2026-02-04T03:03Z 18.1K followers, [----] engagements


"Infineon Infineon Infineon [------] https://twitter.com/i/web/status/2019259818847154612 https://twitter.com/i/web/status/2019259818847154612"  
[X Link](https://x.com/QQ_Timmy/status/2019259818847154612)  2026-02-05T04:00Z 18.1K followers, 41K engagements


"#20260206 # [--]  (C1) 18% (C1) (C3) (C3)  (C3) CCL (C4) PCBCCL23831. 115% (C4) 112% (C4)  (C4) [--] (C5) 121% (C5) 149% (C5) [--] [----] (A1) Fed  (A2)  [--] (A3)  (A3)  (A3)  (A5)  (A5) 20% (A5) https://money.udn.com/money/story/5612/9312174 https://money.udn.com/money/story/5612/9312178 https://money.udn.com/money/story/5612/9312173 https://money.udn.com/money/story/5612/9312196 https://money.udn.com/money/story/5612/9312186 https://money.udn.com/money/story/5612/9312183 https://money.udn.com/money/story/5599/9312146 https://money.udn.com/money/story/5612/9312205"  
[X Link](https://x.com/QQ_Timmy/status/2019581700926501026)  2026-02-06T01:19Z 18.1K followers, [----] engagements


"Microsoft OpenAI Fairwater AI CPU Google Earth 48MW CPU 295MW GPU CPU GPU 1:6 CPU GPU PB AI CPU / GPU RL RL CPU GPU CPU GPU AI CPU Rubin GPU CPU  CPU RAG agentic API AWS Azure GravitonCobalt CPU x86  [----] CPU DRAM AI RL CPU x86 Intel Xeon AMD CPU AI CPU Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V"  
[X Link](https://x.com/QQ_Timmy/status/2021076166376030579)  2026-02-10T04:18Z 18.1K followers, [----] engagements


"2/11 - 2344: 4Q251Q2630-40%41.9%100%EPS$12.97/$17.5 - AI ASIC: TPU460 from [---] Broadcom Google/Google arm based CPU Trainium [---] /260 [---] /300 CoWoS-S CoWoS-S 7%TPU)CoWoS-R [------] 1%(AWS)2449EPS$10.99/$17.2920xPE - [----] 4Q25EPS42%1Q2663% 5055%CoWoS [----] CPO 3Q FAU EPS$18.14/$19.6 - [----] CSP [----] 60% AmazonMeta Google 1Q26GPU BMC 26-28EPS$178.8/$261.3/$312.635xPE # https://twitter.com/i/web/status/2021376491968462915 https://twitter.com/i/web/status/2021376491968462915"  
[X Link](https://x.com/QQ_Timmy/status/2021376491968462915)  2026-02-11T00:11Z 18.1K followers, [----] engagements


"11Micron [----] 20248171.45.5CoWoS101418568P5DRAM2027"  
[X Link](https://x.com/QQ_Timmy/status/2021774325976863054)  2026-02-12T02:32Z 18.1K followers, [----] engagements


"Good Morning 2/4 Foreign Media Summary - Memory Industry: US Firms Reaffirm Positive View US major brokerages state that reports of DDR4 price slashing are incorrect. According to the brokerage ChangXin Memory Technologies (CXMT) has ceased production of any DDR4 products and now only provides foundry services to support GigaDevices DDR4 and LPDDR4 products. Moreover GigaDevices recent performance guidance indicates that the amount of DRAM procured from CXMT in 1H26 will increase year-over-year mainly driven by price increases. Therefore the brokerage reaffirms its positive stance on the"  
[X Link](https://x.com/QQ_Timmy/status/2018842476992451019)  2026-02-04T00:22Z 18.1K followers, [----] engagements


"UBS TPU [--]. TPU v8 MediaTek TPU ASIC Broadcom [--]. Google MediaTek 224G SerDes IP Broadcom [--]. MediaTek TPU v9XBroadcom TPU v9AX Intel EMIB [--]. Ibiden Google TPU [--]. Google TPU HBM4 HBM4E UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of"  
[X Link](https://x.com/QQ_Timmy/status/2021228946411618699)  2026-02-10T14:25Z 18.1K followers, 18.2K engagements


"https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html"  
[X Link](https://x.com/QQ_Timmy/status/2021914498190520697)  2026-02-12T11:49Z 18.1K followers, [----] engagements


"https://www.ctee.com.tw/news/20260212700051-439901 https://www.ctee.com.tw/news/20260212700051-439901"  
[X Link](https://x.com/QQ_Timmy/status/2021922787875860553)  2026-02-12T12:22Z 18.1K followers, [----] engagements


"https://ustr.gov/about/policy-offices/press-office/fact-sheets/2026/february/fact-sheet-us-taiwan-agreement-reciprocal-trade https://ustr.gov/about/policy-offices/press-office/fact-sheets/2026/february/fact-sheet-us-taiwan-agreement-reciprocal-trade"  
[X Link](https://x.com/QQ_Timmy/status/2022165020159906225)  2026-02-13T04:24Z 18.1K followers, [----] engagements


"Good Morning 12/5 Foreign Media Summary - PCB Industry Update: US broker raises targets:2383 Elite Material (EMC)6274 Taiwan Union Technology (TUC)3037 Unimicron ASIC: AWS Trainium 3: US broker checks show AWS Trainium [--] key PCB/CCL suppliers see sharp revenue jump from Mar [----]. CCL: EMC 70% TUC 30%. PCB: Mainly Gold Circuit Electronics (GCE) 70%. Google TPU: CCL: EMC M8 share rises to 30% (from 20%). PCB: GCE share from 0% this year to 30% next year. Meta: Volume smaller but highest spec (M8.5 CCL + 44-layer MLP 30%+ higher value per chip). EMC sole CCL supplier; GCE share rises from 30% to"  
[X Link](https://x.com/QQ_Timmy/status/1996744929629163735)  2025-12-05T00:54Z 18.1K followers, 26.8K engagements


"Good Morning 1/26 Foreign Media Summary - ABF: Asian Brokers Raise Targets Both [----] Unimicron and [----] Nan Ya PCB reported December self-consolidated figures that exceeded expectations from Asian brokers. Looking ahead to this year T-glass supply is expected to remain tight while demand from AI and memory continues to stay strong. This is anticipated to drive ASP growth for ABF/BT substrates by +23% / +30% YoY this year. As a result brokers have simultaneously raised earnings forecasts for Unimicron Nan Ya PCB and Kinsus and upgraded their target prices accordingly. - [----] MediaTek: U.S."  
[X Link](https://x.com/QQ_Timmy/status/2015582626942529638)  2026-01-26T00:28Z 18.1K followers, [----] engagements


"Good Morning 1/28 Foreign Media Summary - [----] Powertech Technology : U.S. brokerage raises target price 4Q earnings report better than U.S. brokerage expectations. Looking ahead to this year revenue growth of 20% is easily achievable. 1Q expected to be better than typical seasonal weakness. The brokerage observes that amid tight industry supply and rapid AI production ramp-up Powertech's testing business is likely to capture spillover orders from peers. As for FOPLP the brokerage has not yet included it in estimates. Upward revision of this year's and next year's EPS to $13.1 / $17.7 valued"  
[X Link](https://x.com/QQ_Timmy/status/2016306307645821035)  2026-01-28T00:24Z 18.1K followers, [----] engagements


") [---]  Oracle Corp. [----] [---] [---] Oracle Cloud Infrastructure AMDMetaNVIDIAOpenAITikTokxAI  [---] at-the-market Yikes https://t.co/yoSE4kFeU2 Yikes https://t.co/yoSE4kFeU2"  
[X Link](https://x.com/QQ_Timmy/status/2018118275834753479)  2026-02-02T00:24Z 18.1K followers, [----] engagements


"SiTime Corp. Renesas Electronics Corp. [--]  SiTime Renesas Renesas 6.7% Renesas SiTime Renesas SiTime MegaChips Corp. SiTime  Renesas SiTime Bloomberg  Renesas [----] Altium Ltd. https://twitter.com/i/web/status/2018615429464498250 https://twitter.com/i/web/status/2018615429464498250"  
[X Link](https://x.com/QQ_Timmy/status/2018615429464498250)  2026-02-03T09:19Z 18.1K followers, [----] engagements


"TSMC GaNRohm TSMC GaN 650V GaN [----] [--] [--] TSMC [----] [--] GaN TSMC Navitas Semiconductor TSMC Vanguard International Semiconductor VIS GlobalFoundriesGF TSMC 650V 80V GaN  650V TSMC [----] [--] VIS  [----] [--] [--] EE Times Japan TSMC TSMC  [--] VIS TSMC TSMC650V GaN TSMCGaNTSMCGaN NavitasTSMCGF https://t.co/QkfIjgz81Y TSMC650V GaN TSMCGaNTSMCGaN NavitasTSMCGF https://t.co/QkfIjgz81Y"  
[X Link](https://x.com/QQ_Timmy/status/2018972428526039293)  2026-02-04T08:58Z 18.1K followers, 17.9K engagements


"Good Morning 2/5 Foreign Media Summary - [----] MediaTek : US firm upgrades rating and raises target price During yesterday's earnings call management raised the [----] AI ASIC revenue guidance to exceed $1 billion. For next year (2026) it is expected to account for 20% of total revenue (note: some major US firms estimate the ASIC contribution at around 30% in 2026). The company also upwardly revised the longer-term TAM for AI ASICs to $70 billion. The latest estimates from the US brokerage project MediaTek's ASIC revenue contribution at $1.5 billion this year and $7 billion next year. Although"  
[X Link](https://x.com/QQ_Timmy/status/2019205301187318101)  2026-02-05T00:23Z 18.1K followers, [----] engagements


"TotalEnergies ( $TTE ) Google( $GOOGL ) 15PPA TotalEnergies [--] GW [--] [--] TWh Google Wichita805 MWp Mustang Creek195 MWp Johnson County [----]  TotalEnergies PPA50% Clearway [---] GW PPA Google ERCOTPJM SPP https://twitter.com/i/web/status/2020831498321224127 https://twitter.com/i/web/status/2020831498321224127"  
[X Link](https://x.com/QQ_Timmy/status/2020831498321224127)  2026-02-09T12:05Z 18.1K followers, [----] engagements


"Intel 18A BSPDN Intel 18A Panther Lake Intel BSPDNBackside Power Delivery Network BSPDN Intel 18A PowerVia TSMC A16 TechInsights BSPDN  [----] 18A Panther Lake BSPDN Intel 18A-P 14A https://twitter.com/i/web/status/2020852433141039279 https://twitter.com/i/web/status/2020852433141039279"  
[X Link](https://x.com/QQ_Timmy/status/2020852433141039279)  2026-02-09T13:29Z 18.1K followers, [----] engagements


"() -- Alphabet Inc. GOOGLAa2 / AA+BofA SecuritiesGoldman Sachs & Co. LLCJ.P. MorganBarclaysHSBCNatWest SEC362032111520411132 [---] GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN"  
[X Link](https://x.com/QQ_Timmy/status/2020911162976800838)  2026-02-09T17:22Z 18.1K followers, [----] engagements


"2/10 - 2345: 800G switch 3-412-11Q262Q2614%AWS Trn3)2H26scale-up / scale-out Broadcom / Nvidia switch 26-27EPS$72/$10021xPE - 3017: 34Q26ASICGPU46:44VR compute tray GB300 18% - 2308: side-car CDU800V DC - 0.8xPB2409EW 3481EW Pioneer # https://twitter.com/i/web/status/2021013154495594979 https://twitter.com/i/web/status/2021013154495594979"  
[X Link](https://x.com/QQ_Timmy/status/2021013154495594979)  2026-02-10T00:07Z 18.1K followers, [----] engagements


"Good Morning 2/10 Foreign Media Summary - [----] Accton : Australian broker raises target price An Australian brokerage notes that 800G switch shipments are arriving earlier than expected (pulled forward from the original March-April timeline to December-January). They expect 1Q26 revenue to outperform prior estimates and further forecast a 14% quarter-on-quarter revenue increase in 2Q26 (accompanied by initial shipments of AWS Trn3). In 2H26 there are still numerous networking projects such as scale-up / scale-out as well as Broadcom / Nvidia switches. They have upgraded 2026-2027 EPS"  
[X Link](https://x.com/QQ_Timmy/status/2021016786834161881)  2026-02-10T00:22Z 18.1K followers, [----] engagements


"UBS Broadcom Inc. TPU C2027E EPS $18 LLM ASIC TPU GPU ASIC AVGO C2027E [---] TPU C2026E [---] v7Ironwood v8axSunfish C2028E N3 AVGO TSMC AVGO MediaTek TPU [--] AI F2026E $600 200%F2027E $1060 80%F2028E $1500 Google $300 C2027E $560 TPU Anthropic META AVGO OpenAI ASIC [----] Anthropic ASIC UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS https://t.co/pOkKeBUQEx"  
[X Link](https://x.com/QQ_Timmy/status/2021271551925157995)  2026-02-10T17:14Z 18.1K followers, [----] engagements


"+   [----] [----]  [--].  [--]. [----] [----] [----] [--------] [--------] 85% 2026/27 retrofits [--].  + + + HSBC  The Bear Case on Chemicals. From HSBC. https://t.co/vA1YCwdc8r The Bear Case on Chemicals. From HSBC. https://t.co/vA1YCwdc8r"  
[X Link](https://x.com/QQ_Timmy/status/2021559136346165332)  2026-02-11T12:17Z 18.1K followers, [----] engagements


"SharpK2 Sharp2108K2Gen82160mm2460mmSharpApple ITOxideApple MacBookiPad FoxconnSharpK2OxideAppleSharpTrendForceAppleK216-17%MacBookOLEDLCDApple AppleK2Sharp OxideK2Oxide https://twitter.com/i/web/status/2021561686931681761 https://twitter.com/i/web/status/2021561686931681761"  
[X Link](https://x.com/QQ_Timmy/status/2021561686931681761)  2026-02-11T12:27Z 18.1K followers, [----] engagements


"$UUUU  Goldman Sachs / Brian Lee - - White Mesa Mill - - NdPrDyTb UUUU  UUUU UUUU White Mesa Mill monaziteNdPrDyTb UUUU $UUUU  : Goldman Sachs initiates with $ Analyst highlights top-grade U.S. uranium White Mesa Mill advantage and expanding rare earth exposure tied to rising policy support. https://t.co/EZxo8QUc7o $UUUU  : Goldman Sachs initiates with $ Analyst highlights top-grade U.S. uranium White Mesa Mill advantage and expanding rare earth exposure tied to rising policy support. https://t.co/EZxo8QUc7o"  
[X Link](https://x.com/QQ_Timmy/status/2021585566551220442)  2026-02-11T14:02Z 18.1K followers, [----] engagements


"Kioxia ( 285A ) 20263FY20253  [----]  Non-GAAP [----] 26.6% - [--]. NAND Kioxia [----] CY2026NAND   AI SSD  CY2025 10% CY2026 10%   AI NL-HDD QLC SSD [--].  SSD & [----]  55% / [--] AI  PC [--]  [----]  34%  AI [--] BiCS FLASH  [---]  10% JV Sandisk - JV Kioxia Sandisk Consideration Model  Kioxia   [----] [--] [----] [--] [--] - Guidance [--]. [-----] 4Q4 Q4 [--].     [--] BiCS FLASH  [--] BiCS FLASH   https://twitter.com/i/web/status/2021907949275558251 https://twitter.com/i/web/status/2021907949275558251"  
[X Link](https://x.com/QQ_Timmy/status/2021907949275558251)  2026-02-12T11:23Z 18.1K followers, [----] engagements


"HBM4 AI  [----] [--] [--] HBM4 [--] 1cDRAM 4nm HBM4 [----] Gbps [--] Gbps 46% HBM3E [---] Gbps [----] [---] TB/s [---] [--] 24GB36GB [--] 48GB AI  [----] TSV HBM3E 40% 10% 30% HBM4 GPU  DRAM Foundry DTCO [----] HBM [----] HBM4 HBM4E [----] [----] Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing https://t.co/tesdvlT4XA Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing https://t.co/tesdvlT4XA"  
[X Link](https://x.com/QQ_Timmy/status/2021908847523189223)  2026-02-12T11:26Z 18.1K followers, [----] engagements


"Infineon2026GaNGaNGaNAI 300mm GaN2.3Johannes SchoiswohlGaN 2026GaN50%58%20269.2203030CAGR 44%2025GaNOBC BDS2026BDS10kWAIGaN/IPMIC/ AIGaNPSUBBUIBC50%20307%GaN48V10%GaN40% https://twitter.com/i/web/status/2021910640106123332 https://twitter.com/i/web/status/2021910640106123332"  
[X Link](https://x.com/QQ_Timmy/status/2021910640106123332)  2026-02-12T11:33Z 18.1K followers, [----] engagements


"2026GaN Infineon GaN Insights [----] https://www.cnledw.com/info/newsdetail-74740.html https://www.infineon.com/gated/infineon-gan-insights-2026_d54cb389-1f49-44dd-92b2-a2a5e0afee1c https://www.infineon.com/gated/infineon-gan-insights-2026-whitepaper-cn_2cdb3691-2296-4c71-9041-6330e006df9d https://www.cnledw.com/info/newsdetail-74740.html https://www.infineon.com/gated/infineon-gan-insights-2026_d54cb389-1f49-44dd-92b2-a2a5e0afee1c https://www.infineon.com/gated/infineon-gan-insights-2026-whitepaper-cn_2cdb3691-2296-4c71-9041-6330e006df9d"  
[X Link](https://x.com/QQ_Timmy/status/2021911030369304684)  2026-02-12T11:35Z 18.1K followers, [----] engagements


"EssilorLuxottica [----] Meta AI EssilorLuxottica [----] [------] 11.2% [--] 18.4% Meta Ray-Ban Meta2023 [--] Oakley Meta2025 [--] [----] Meta AI [---] [----] [----] [---] Ray-Ban Oakley AI AI https://twitter.com/i/web/status/2021914446365667715 https://twitter.com/i/web/status/2021914446365667715"  
[X Link](https://x.com/QQ_Timmy/status/2021914446365667715)  2026-02-12T11:49Z 18.1K followers, [----] engagements


"213 15%1%3030%10% [------] https://twitter.com/i/web/status/2021922753843204214 https://twitter.com/i/web/status/2021922753843204214"  
[X Link](https://x.com/QQ_Timmy/status/2021922753843204214)  2026-02-12T12:22Z 18.1K followers, [----] engagements


"Bureau of Industry and Security BIS Applied Materials2.52 [-------]  BISApplied Materials Inc. AMATApplied Materials Korea Ltd. AMKAMATAMK2.52BIS Jeffrey Kessler 2020AMATion implantersEntity List20212022AMATBISAMK1.26 2.52AMATBISAMATAMK Applied Materials BIS()$252 Million 💸 [----] BIS2 https://t.co/4nXEQOcSjr https://t.co/eXKYkz3e0O Applied Materials BIS()$252 Million 💸 [----] BIS2 https://t.co/4nXEQOcSjr https://t.co/eXKYkz3e0O"  
[X Link](https://x.com/QQ_Timmy/status/2022105775855001777)  2026-02-13T00:29Z 18.1K followers, [----] engagements


"Kioxia FY3Q25CY4Q2511 [--] KioxiaASPCY1Q26ASP50%KioxiaNAND ASP 128TB NANDDRAM AI inference GTC [----] Gen [--]  NAND ASP 1Q26 40% 50% Kioxia: There Won't Be a Second Shock Daishin Securities Semiconductor / Ryu Hyung-geun This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from NAND. This value needs to be further reflected in Korean semiconductor stock prices. Kioxia: There Won't Be a Second Shock Daishin Securities Semiconductor / Ryu Hyung-geun This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from"  
[X Link](https://x.com/QQ_Timmy/status/2022116763962397007)  2026-02-13T01:13Z 18.1K followers, [----] engagements


"$AMAT  [----] [----]  2% GAAP [----]  [----]  -  DRAM -  - [----]  -  [----] - [----]  -  EPIC - 2nm  GAA  - [----] -  [----]  [----] AI Gary Dickerson  Brice Hill $AMAT    : Revenue: $7.01B ( 2% YoY) GAAP EPS: $2.54 Adjusted EPS: $2.38 👉 : ➤  achieved  https://t.co/yh6Xw5PWTK $AMAT    : Revenue: $7.01B ( 2% YoY) GAAP EPS: $2.54 Adjusted EPS: $2.38 👉 : ➤  achieved  https://t.co/yh6Xw5PWTK"  
[X Link](https://x.com/QQ_Timmy/status/2022123088507547747)  2026-02-13T01:38Z 18.1K followers, [----] engagements


"AITTECRO 99% FDA 20252029444152252AI MFN15% [--------] Taiwan plans to increase long-term purchases of U.S. products including: 🛢$44.4 billion of U.S. liquefied natural gas and crude oil ⚡$25.2 billion of U.S. power equipment ✈$15.2 billion of U.S. civil aircraft and engines https://t.co/RAP45aJJht Taiwan plans to increase long-term purchases of U.S. products including: 🛢$44.4 billion of U.S. liquefied natural gas and crude oil ⚡$25.2 billion of U.S. power equipment ✈$15.2 billion of U.S. civil aircraft and engines https://t.co/RAP45aJJht"  
[X Link](https://x.com/QQ_Timmy/status/2022164959694885370)  2026-02-13T04:24Z 18.1K followers, [----] engagements


"5706 [----] [--] [----] [--] [--] [--] [--]  AI [--]. [----] [--]     Act [---] [--].  [----] [--] [--] [---] (Functional Materials) AI  [----] ( 25.7%)  [---] ( 42.6%)   AI (MicroThin) (VSP)  (Pd) (Rh) [---] (Metals)  [----] ( 8.6%)  [---] ( 11.8%)  LME [---] (Automotive Parts)  [---] ( 28.9%)  [--]   Act [----] [--] [--] [----] [--] [--] [--]. (2025.4.1 - 2026.3.31) [----] [--]   AI    [---] https://twitter.com/i/web/status/2022255829676916998 https://twitter.com/i/web/status/2022255829676916998"  
[X Link](https://x.com/QQ_Timmy/status/2022255829676916998)  2026-02-13T10:25Z 18.1K followers, [---] engagements


"2-320001500113 GAT 71081091010801.4-1.77000-9000 20263031080762845-61.8122380% [----] https://twitter.com/i/web/status/2022263103266627915 https://twitter.com/i/web/status/2022263103266627915"  
[X Link](https://x.com/QQ_Timmy/status/2022263103266627915)  2026-02-13T10:54Z 18.1K followers, [----] engagements


"2/4 - DDR4 DDR4 foundry servicesGigaDevice DDR4 LPDDR4 1H26 DRAM - 3017:  NVIDIA Rubin GPU GB200/300 [---] Rubin [---] cold plate AWS Trainium3 Google TPUASIC70/EPS$80/$98 - ABF ABF2H2610%21%42%T-glass2H282000-200230AI 1Q2635% 10% - [----] [--] [--] [--] # https://twitter.com/i/web/status/2018838384551375313 https://twitter.com/i/web/status/2018838384551375313"  
[X Link](https://x.com/QQ_Timmy/status/2018838384551375313)  2026-02-04T00:05Z 18.1K followers, [----] engagements


"$MU  UBS / Timothy Arcuri - DRAM C1Q26 62% - NAND 40% +27% - C4Q27DRAM C1Q27NAND - PC/ - HBM C2027 +57% - MU Google OpenAI  [----] MU [----] [--] HDD [--] $MU : UBS reiterates raises  $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF $MU : UBS reiterates raises  $ (from $400) Analyst sees memory supply shortage into [----] AI-driven demand surge and MU trading at just 5x [----] EPS vs. HDDs at 2x. https://t.co/tqNqNqyyHF"  
[X Link](https://x.com/QQ_Timmy/status/2020028683470446793)  2026-02-07T06:55Z 18.1K followers, 44.8K engagements


"TrendForceGoogleIronwoodAI3D TorusApollo OCS800G202419.5%202660%AI IronwoodTPUAI800G/1.6TTrendForce2026Google TPU400800G600 GoogleApollo OCSMEMS mirrorOCS100300095%1.6T InnoLightGoogle1.6TEoptolinkGoogle 800GLumentumOCSMEMSApollo OCS TrendForceGPUAI https://twitter.com/i/web/status/2021157955748385054 https://twitter.com/i/web/status/2021157955748385054"  
[X Link](https://x.com/QQ_Timmy/status/2021157955748385054)  2026-02-10T09:43Z 18.1K followers, [----] engagements


"Good Morning 2/11 Foreign Media Summary - [----] Winbond: US firm reiterates positive stance 4Q25 earnings slightly below major US brokerage expectations with brokers attributing this to lower-than-estimated inventory drawdown. Management guides 1Q26 price increases in the 30-40% range which brokers view as conservativethey expect 41.9%. However brokers believe gross margins will exceed prior estimates. They forecast full-year bit shipment growth of 100% this year along with raised capex and capacity expected to come online next year. Latest broker estimates for this year and next year's EPS"  
[X Link](https://x.com/QQ_Timmy/status/2021380742811681187)  2026-02-11T00:28Z 18.1K followers, [----] engagements


"PCB AI PCB [--]. AI PCB [----] TAM E-glass [--] 15%2 1015% Low DK1/DK2 20% AI Low CTE 1H27 Nittobo(3110 JP) Low CTE 2025% [--]. CCL  CCL (EMC [----] TT): AI CCL M8M9 510%(600183 CH):  (0148 HK) [--] 10% [--] E-glass  [---] +25% MoM AWS T3 CCL NVIDIA M9 ramp-up [--].  AI (3189 TT): 40% BT ABF (002139 CH) (002436 CH) BT : 2/3 low-CTE ABF :2025 AI 30% CoWoS AI [----] AI  Nittobo (3110 JP) CCL (2383 TT) AWS M9 CCL  (3189 TT) (4958 TT)AI First T-glass now E-glass prices are also rising. _ GF Overseas Electronic Communication: PCB Upstream Price Hikes Intensify The AI-driven demand surge is reigniting broad-based price"  
[X Link](https://x.com/QQ_Timmy/status/2021489891129856109)  2026-02-11T07:42Z 18.1K followers, [----] engagements


"( $MU ) HBM4 - HBM4 -  - HBM4 [--] GB/s -  / -  - HBM4 AI -  📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2"  
[X Link](https://x.com/QQ_Timmy/status/2021587721207345334)  2026-02-11T14:10Z 18.1K followers, 14.1K engagements


"https://finance.technews.tw/2026/02/12/innolux-20260211/ https://finance.technews.tw/2026/02/12/innolux-20260211/"  
[X Link](https://x.com/QQ_Timmy/status/2021774378397217182)  2026-02-12T02:32Z 18.1K followers, [----] engagements


"E-glass CCL  AI CCL Low DkLow CTE2026E-glass Nitto Boseki  Asahi-Schwebel Taiwan2026 CCLE-glass2026210 TU-662668/FTU-768752TU-7477422026 Low Dk E-glass PCB E-glass capacity cuts trigger production shifts for Taiwan CCL makers The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth where significant capacity squeezes are rippling https://t.co/SnPYUCYmLk E-glass capacity cuts trigger production shifts for Taiwan CCL makers The global AI data center boom is straining not only high-end computing chips"  
[X Link](https://x.com/QQ_Timmy/status/2022123732383465662)  2026-02-13T01:40Z 18.1K followers, [----] engagements


"Kioxia FY3Q25   QoQ SSD [----] LTA [----] LTA hyperscaler [--------] NAND  NAND 20% CAGR FY2026 DRAM SSD  DRAM BiCS FLASH  NVIDIA KV cache SSD  NVIDIA [----] BiCS TLC SSD BiCS FLASH 122TB 245TB SSD  [----] [----]  AI inference  RAGRetrieval-Augmented Generation SSD   IR Day Kioxia FY3Q25 Conference Call Key Q&A Q. What is the guidance for Q4 shipment volumes and the price outlook A. Overall shipment volumes are expected to decline QoQ due to seasonal slowdown and inventory drawdown effects. While demand for smart devices is softening data Kioxia FY3Q25 Conference Call Key Q&A Q. What is the guidance for"  
[X Link](https://x.com/QQ_Timmy/status/2022128336223498734)  2026-02-13T01:58Z 18.1K followers, [----] engagements


"TrendForce: HBM42Q26NVIDIA TrendForceHBMAIGPUNVIDIA RubinHBM4SamsungSK hynixMicronHBM42026SamsungSK hynixMicronNVIDIA HBM4 TrendForceInference AICSPAI agent2025CSPAI serverNVIDIARubinHBM4 conventional DRAM2025HBMHBMDRAMNVIDIARubin HBM4TrendForceNVIDIAHBM4SamsungSK hynixMicron https://twitter.com/i/web/status/2022251122753208608 https://twitter.com/i/web/status/2022251122753208608"  
[X Link](https://x.com/QQ_Timmy/status/2022251122753208608)  2026-02-13T10:06Z 18.1K followers, [----] engagements


"https://www.trendforce.com.tw/presscenter/news/20260213-12927.html https://www.trendforce.com.tw/presscenter/news/20260213-12927.html"  
[X Link](https://x.com/QQ_Timmy/status/2022251218429710560)  2026-02-13T10:07Z 18.1K followers, [---] engagements


"https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260210553141.PDF https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260211555151.PDF https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260210553141.PDF https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20260213/JPX/20260211555151.PDF"  
[X Link](https://x.com/QQ_Timmy/status/2022255916083749231)  2026-02-13T10:25Z 18.1K followers, [---] engagements


"202541288%2147 20254-12HDD88%2147 https://t.co/z73CTAdQY7 https://t.co/qtM3NI9X0l 20254-12HDD88%2147 https://t.co/z73CTAdQY7 https://t.co/qtM3NI9X0l"  
[X Link](https://x.com/QQ_Timmy/status/2022257950937788676)  2026-02-13T10:34Z 18.1K followers, [----] engagements


"https://mp.weixin.qq.com/s/JXnUwPMAPJmJk1nBB4JkhQ https://mp.weixin.qq.com/s/JXnUwPMAPJmJk1nBB4JkhQ"  
[X Link](https://x.com/QQ_Timmy/status/2022263155871932888)  2026-02-13T10:54Z 18.1K followers, [---] engagements

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