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# ![@dnystedt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::45483286.png) @dnystedt Dan Nystedt

TSMC reported record-high third-quarter earnings, beating expectations due to strong demand for its leading-edge processes, particularly in high-performance computing chips, which accounted for XX% of its revenue. The company's net profit rose XXXX% year-on-year to a fresh all-time high. TSMC's capacity is fully sold out, and it plans to break ground on a new 1.4nm fab in Taichung, Taiwan, by the end of 2025.

### Engagements: XXXXXX [#](/creator/twitter::45483286/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45483286/c:line/m:interactions.svg)

- X Week XXXXXXX +48%
- X Month XXXXXXXXX +25%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::45483286/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45483286/c:line/m:posts_active.svg)

- X Week XXX +15%
- X Month XXX -XX%
- X Months XXX -XXXX%
- X Year XXXXX +33%

### Followers: XXXXXX [#](/creator/twitter::45483286/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45483286/c:line/m:followers.svg)

- X Week XXXXXX +0.45%
- X Month XXXXXX +2%
- X Months XXXXXX +11%
- X Year XXXXXX +48%

### CreatorRank: XXXXXXX [#](/creator/twitter::45483286/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::45483286/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::45483286/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5601 [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [celebrities](/list/celebrities)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #170, [$tsm](/topic/$tsm) #1, [taiwan](/topic/taiwan) #279, [nvda](/topic/nvda) #45, [$avgo](/topic/$avgo) #25, [samsung](/topic/samsung) #2747, [$amd](/topic/$amd) #32, [$aapl](/topic/$aapl) #27, [$mu](/topic/$mu) #87, [$ssnlf](/topic/$ssnlf) #23

**Top accounts mentioned or mentioned by**
[@william_r2rclub](/creator/undefined) [@dylan522p](/creator/undefined) [@hassankhan](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@jukanlosreve](/creator/undefined) [@pstasiatech](/creator/undefined) [@zackeiseman](/creator/undefined) [@chipsandwafers](/creator/undefined) [@foremanwilliam](/creator/undefined) [@eaglegox](/creator/undefined) [@insane_analyst](/creator/undefined) [@itsdanielwu](/creator/undefined) [@hypertechinvest](/creator/undefined) [@r_and_invest](/creator/undefined) [@jimking62465398](/creator/undefined) [@francostrong](/creator/undefined) [@gpctechdeals](/creator/undefined) [@analysisop](/creator/undefined) [@rwang07](/creator/undefined) [@alphabigdog2](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Micron Technology, Inc. (MU)](/topic/$mu) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/dell) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Oracle Corporation (ORCL)](/topic/$orcl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Axion (AXN)](/topic/axion) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Synopsys, Inc. (SNPS)](/topic/$snps) [HP Inc (HPQ)](/topic/$hpq) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Analog Devices, Inc. (ADI)](/topic/analog-devices)
### Top Social Posts [#](/creator/twitter::45483286/posts)
---
Top posts by engagements in the last XX hours

"Also note Nvidia's latest GPUs are made on a customized TSMC 4nm (4NP) process while Apple's latest iPhone chips are 3nm (N3P)"  
[X Link](https://x.com/dnystedt/status/1980438499741561144) [@dnystedt](/creator/x/dnystedt) 2025-10-21T00:58Z 39.1K followers, 2616 engagements


"South Koreas semiconductor exports rose XXXX% year-on-year to US$8.85 billion in the first 20-days of June due to rising unit prices media report as overall exports rose XXX% to US$38.67 billion. Chip exports accounted for XXXX% of exports. $MU $HXSCL $SSNLF #SKhynix #Samsung #semiconductors"  
[X Link](https://x.com/dnystedt/status/1937303460321591717) [@dnystedt](/creator/x/dnystedt) 2025-06-24T00:15Z 39.1K followers, 4519 engagements


"Four TSMC 2nm fabs will be in mass production next year and monthly capacity over 60000 wafers-per-month (wpm) media report citing unnamed supply chain sources. 2nm wafers cost US$30000 each XX% more expensive than 3nm. 1/2 $TSM $SSNLF $INTC #semiconductors #2nm"  
[X Link](https://x.com/dnystedt/status/1952162511815626987) [@dnystedt](/creator/x/dnystedt) 2025-08-04T00:19Z 39.1K followers, 42.2K engagements


"Samsung Electronics Chairman Jay Lee joined a South Korean team for an 8/25 meeting between US President Trump and South Korean President Jae-myung Lee media report raising talk Samsung will invest in Intel Corp. to win favor with the Trump administration. $INTC $SSNLF #Samsung #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1959792731217408160) [@dnystedt](/creator/x/dnystedt) 2025-08-25T01:39Z 39.1K followers, 16.5K engagements


"Links: Taiwans Big X AI server makers: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Supermicro Begins Volume Shipments of Nvidia Blackwell Ultra Systems Sep. XX 2025: Dell GB300 shipment to CoreWeave July X 2025: Nvidia GB300 NVL72 Nvidia GB200 NVL72 Nvidia Blackwell Architecture Quanta Computer Sr. VP Mike Yang quotes:"  
[X Link](https://x.com/dnystedt/status/1967113986958311881) [@dnystedt](/creator/x/dnystedt) 2025-09-14T06:31Z 39.1K followers, 4164 engagements


"DRAM chip price rise: The contract price of mainstream DDR5 DRAM chips for October are up 10%-15% over September while spot prices are seen up 15%-25% media report adding DDR4 October contract prices are up XX% and spot prices up over 15%. $MU $SSNLF $HXSCL #semiconductors #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/1968850272240943532) [@dnystedt](/creator/x/dnystedt) 2025-09-19T01:30Z 39.1K followers, 6591 engagements


"Apple is using chips from X Taiwan designers media report: -Novatek recently won rush orders to provide more display chips (DDIC) to Apple due to stronger-than-expected iPhone XX sales -MediaTeks 5G modem chip in the Apple Watch XX and TWS (True Wireless Stereo) chips in Beats headphones -Parade Techs T-Con (timing controller) chips for iPad Pro OLED screens. $AAPL #semiconductors #mediatek #novatek #paradetech"  
[X Link](https://x.com/dnystedt/status/1977532986368381319) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:32Z 39.1K followers, 12.9K engagements


"Nvidia is working with Foxconn to use its new XXX Volt DC (Direct Current) power architecture in Foxconns AI data center K-1 in Kaohsiung Taiwan media report. Nvidia is moving its AI data center power standard to 800V DC from the traditional 54V to handle the far higher power needs of its latest GPUs (Blackwell Rubin etc.). Foxconn will receive MDI qualification from Nvidia for both Vera Rubin and Kyber server platforms. (MDI: Manufacturing Design Integration). $NVDA #Foxconn #Nvidia800VDC"  
[X Link](https://x.com/dnystedt/status/1978270031466406171) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:21Z 39.1K followers, 7592 engagements


"Also: Foxconn (Hon Hai Precision): :"  
[X Link](https://x.com/dnystedt/status/1978270156020122065) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:22Z 39.1K followers, 3198 engagements


"Googles latest Axion CPU chip will be manufactured using TSMCs 3nm process technology and aided by Taiwans Global Unichip a custom ASIC chip designer media report. Googles latest AI server chip the TPU V7P is designed with partner Broadcom and also uses TSMC 3nm. $GOOGL $TSM $ARM $AVGO #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980444806011896103) [@dnystedt](/creator/x/dnystedt) 2025-10-21T01:23Z 39.1K followers, 15.4K engagements


"Taiwan AI server giants Quanta Wistron Inventec say most of their exports to the US are currently not impacted by the XX% reciprocal tariff rate applied to Taiwan media report since AI servers fall under US Section XXX and are temporarily exempted due to the Section XXX review. 1/2 $AMZN $GOOGL $MSFT $META $TSLA #aiservers #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1952541360399216804) [@dnystedt](/creator/x/dnystedt) 2025-08-05T01:25Z 39.1K followers, 14.6K engagements


"Nvidia CEO Jensen Huang delivered the first DGX Spark desktop AI supercomputer to Elon Musk on Tuesday a US$3999 computer full of Taiwan parts including the main onboard chip GB10 developed with MediaTek and manufactured by TSMC using the 4nm process. Taiwans Acer Asustek Gigabyte MSI others will launch DGX Spark series AI desktops this year. 1/2 $NVDA $TSM $ARM #mediatek #acer #asustek #gigabyte #msi"  
[X Link](https://x.com/dnystedt/status/1978265501928452282) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:03Z 39.1K followers, 11.9K engagements


"Taiwans 3rd biggest chip designer Novatek took a big step into providing customized ASIC chips as a new business by completing its 1st batch of wafers for a high-performance computing chip (SoC) based on the Arm Neoverse CSS N2 computing core media report. $ARM #Novatek #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980088452587855997) [@dnystedt](/creator/x/dnystedt) 2025-10-20T01:47Z 39.1K followers, 4477 engagements


"Apple iPhone XX sales are hot and TSMC's advanced production lines are full. Interesting TSMC slide shows 3rd quarter smartphone revenue growth +19% but HPC -X% (amid GB200/GB300 AI server ramp). $AAPL $NVDA $TSM"  
[X Link](https://x.com/dnystedt/status/1980431458784408003) [@dnystedt](/creator/x/dnystedt) 2025-10-21T00:30Z 39.1K followers, 19.7K engagements


"2/2 A chart shows Google putting out X different versions of the Ironwood TPUs the TPU v7p with Broadcom and the TPU v7e with MediaTek. (The "p" in v7p stands for performance while the "e" in v7e is efficiency). Broadcom and MediaTek are co-design partners in this context"  
[X Link](https://x.com/dnystedt/status/1980448270917972325) [@dnystedt](/creator/x/dnystedt) 2025-10-21T01:37Z 39.1K followers, 3773 engagements


"Taiwan is working on XX major AI projects including silicon photonics quantum computing and humanoid robotics media report with plans to develop a silicon photonics cluster in Kaohsiung south Taiwan. The initiative will also put an AI data center in nearby Tainan. 1/2 #Taiwan #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980454335445406165) [@dnystedt](/creator/x/dnystedt) 2025-10-21T02:01Z 39.1K followers, 5464 engagements


"Microsoft and Meta have both turned to Taiwan contract chip designer Global Unichip (GUC) for work on their ASIC chips including TSMC CoWoS-R advanced packaging media report citing unnamed supply chain sources and adding GUC taped-out 2nm test chips at TSMC in Q3 last year and won verification on 3nm interconnect IP in Q1 this year. 1/3 $MSFT $META $TSM #semiconductors"  
[X Link](https://x.com/dnystedt/status/1938390321345274246) [@dnystedt](/creator/x/dnystedt) 2025-06-27T00:14Z 39.1K followers, 36K engagements


"TSMC is in the pilot production and validation phase of its 2nm process in two Taiwan locations Fab XX in Hsinchu (BaoShan) and Fab XX in Kaohsiung media report with the yield rate nearly at 70%. Mass production is expected by year-end with output increasing by mid-2026. Capacity is fully sold out for 2026 and is seen at 100000 wafers-per-month (wpm). 1/2 $TSM $ASML $NVDA $AMD"  
[X Link](https://x.com/dnystedt/status/1977532562479489206) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:31Z 39.1K followers, 20.3K engagements


"4/14 Importance of computing hardware OpenAI President Greg Brockman: Years ago. we really saw if you scale it by 2x then suddenly your agent is 2x better and its like okay we have to push this to the limit"  
[X Link](https://x.com/dnystedt/status/1977988691370066158) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:43Z 39.1K followers, 2228 engagements


"5/14 Semiconductors Sam: To zoom out a little bit if you simplify what we do in this whole process to you know melt sand run energy through it and get intelligence out the other end - youre not literally melting sand but its a nice visual Broadcom CEO Hock Tan (laughing): Thats a good one. I like that. Sam: What we want is the most amount of intelligence we can get out of each unit of energy because that will become the gate at some point. I hope what this whole process will show us (is) from the model we design to the chip to the rack we will be able to wring out so much more intelligence"  
[X Link](https://x.com/dnystedt/status/1977988849633796407) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:44Z 39.1K followers, 2246 engagements


"Taiwans Eva Airways has been scrambling to provide air cargo capacity amid a surge in AI server demand and strong e-commerce activity the president of the company said noting business in May is exceptionally busy for this time of year and adding many customers want to sign annual or semi-annual cargo contracts but it is difficult to do so right now. #semiconductors #AI"  
[X Link](https://x.com/dnystedt/status/1788385391986557334) [@dnystedt](/creator/x/dnystedt) 2024-05-09T01:47Z 39.1K followers, 22K engagements


"Nvidia has increased orders XX% for 800G optical communication modules in 2026 as optical begins to replace copper wires in AI data centers (light in copper out) media report noting Jensen Huang showed off Nvidias silicon photonics networking products Spectrum-X and Quantum-X at Computex Taipei 2025 in June. 1/2 $NVDA $COHR $LITE $AVGO $AAOI #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1976080879987589529) [@dnystedt](/creator/x/dnystedt) 2025-10-09T00:22Z 39.1K followers, 28.4K engagements


"ASMLs 3rd quarter (Q3) beat on net bookings XXX billion (US$6.27B) signal positive for TSMCs earnings today (10/16) media report. TSMC ASMLs top customer is worlds biggest EUV lithography user with XX% of all EUV machines about XXX and TSMC had planned +60 more in 2024-2025. $TSM $ASML #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978614859672756379) [@dnystedt](/creator/x/dnystedt) 2025-10-16T00:11Z 39.1K followers, 5178 engagements


"Arm Holdings is cancelling a license allowing Qualcomm to use Arm intellectual property to design chips escalating their legal dispute Bloomberg reports and threatening to roil the smartphone and PC markets as Qualcomm sells hundreds of millions of processors each year. Arm has given Qualcomm a mandated 60-day notice of cancellation of the license which allows Qualcomm to design its own chips based on Arm IP. $QCOM $ARM $TSM #semiconductor #semiconductors"  
[X Link](https://x.com/dnystedt/status/1848905071276515414) [@dnystedt](/creator/x/dnystedt) 2024-10-23T01:51Z 39.1K followers, 58K engagements


"ASE Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million) to add new advanced packaging capacity as currently full media report due to strong demand for AI and HPC (high performance computing) chip packaging (2.5D 3D wafer-level packaging). ASE expects US$1 billion more revenue from advanced packaging than last year. It is also rapidly expanding advanced test capacity. $ASX $AMKR $TSM #semiconductors"  
[X Link](https://x.com/dnystedt/status/1955172538990071991) [@dnystedt](/creator/x/dnystedt) 2025-08-12T07:40Z 39.1K followers, 7053 engagements


"18/ TSMC CFO N2 structural profitability is better than N3 (In answer to questions about N2 impact on gross margins. New nodes always dilutive to gross margins for a while. N3 will hit corporate average GM in 2026)"  
[X Link](https://x.com/dnystedt/status/1978712655981404491) [@dnystedt](/creator/x/dnystedt) 2025-10-16T06:40Z 39.1K followers, 2361 engagements


"TSMC Arizona today (picture). Yesterday TSMC said it will buy a 2nd big piece of land nearby"  
[X Link](https://x.com/dnystedt/status/1978989591936872755) [@dnystedt](/creator/x/dnystedt) 2025-10-17T01:01Z 39.1K followers, 52.4K engagements


"Nvidia CEO Jensen Huang will attend the APEC CEO Summit in South Korea Oct. 28-31 to meet key AI memory chip makers SK Hynix and Samsung and discuss HBM (High Bandwidth Memory) chip supply and development media report adding the HBM market is expected to grow XXXXX% this year to US$41.6 billion and could hit $XXXXX billion by 2028. The amount of HBM needed for each Nvidia GPU family has grown from 80GB for the Nvidia A100 to over 1TB for the upcoming Rubin series. $NVDA $MU $HXSCL $SSNLF #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/1980055689692315977) [@dnystedt](/creator/x/dnystedt) 2025-10-19T23:37Z 39.1K followers, 12.5K engagements


"Chinas Communist Party today (10/20) opens its 20th Central Committee plenary session focused on breakthroughs in semiconductors AI and Quantum computing media report noting it will craft the 15th 5-year plan which sets national development goals. Other priorities include stabilizing the housing market boosting internal consumption and national security while trumpeting the importance of CCP leadership. #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980056025182146882) [@dnystedt](/creator/x/dnystedt) 2025-10-19T23:38Z 39.1K followers, 12.8K engagements


"Taiwans Winbond and Nanya Tech are reaping a windfall from the shortage of DDR4 DRAM chips as memory giants SK Hynix Samsung and Micron focus on HBM chips for AI servers instead media report citing Winbond President Pei-Ming Chen who added 2026 revenue will challenge NT$100 billion (US$3.3 billion) and capex will hit NT$10 billion or more. #Winbond #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980088232592474249) [@dnystedt](/creator/x/dnystedt) 2025-10-20T01:46Z 39.1K followers, 5484 engagements


"Big part of this is planning. Nvidia's top GPUs take 6-months to make (fab & package done) about 3-months to fabricate X to package due to Big die size. Apple smartphone chips 3-4 months to complete (smaller die)"  
[X Link](https://x.com/dnystedt/status/1980438423262622074) [@dnystedt](/creator/x/dnystedt) 2025-10-21T00:58Z 39.1K followers, 3915 engagements


"Whisper numbers on TSMCs 2026 capex US$45-$50 billion👀. (What Im hearing from analysts). $TSM $NVDA $AAPL $QCOM $AMD #MediaTek #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980793552931348936) [@dnystedt](/creator/x/dnystedt) 2025-10-22T00:29Z 39.1K followers, 7686 engagements


"TSMC is developing its own photomask pellicles to keep using EUV lithography machines for A14 and A10 advanced chip manufacturing processes instead of buying ASML's more expensive High-NA EUV equipment media report. 1/2 $TSM $ASML #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980808917707010138) [@dnystedt](/creator/x/dnystedt) 2025-10-22T01:30Z 39.1K followers, 5377 engagements


"Apple Rumors: AirPods Pro 3: with H3 chip with heart rate monitor temperature sensor; expected that Taiwans Foxconn to be the main supplier for Apple media report. Apple AI glasses: Foxconn and Quanta Computer are seen as the major assembly partners with parts potentially from HTC Taimide Genius Optical Young Optics more. $AAPL #Foxconn #Quanta"  
[X Link](https://x.com/dnystedt/status/1934784667103924655) [@dnystedt](/creator/x/dnystedt) 2025-06-17T01:26Z 39.1K followers, 20.8K engagements


"6/6 Links: Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp: Gigabyte Technology Co. Ltd: Dell GB300 shipment to CoreWeave July X 2025: Nvidia GB300 NVL72 Nvidia GB200 NVL72 Nvidia Blackwell Architecture"  
[X Link](https://x.com/dnystedt/status/1955543583332897162) [@dnystedt](/creator/x/dnystedt) 2025-08-13T08:14Z 39.1K followers, 6156 engagements


"Amazons chip division is working with Taiwans Alchip on Trainium3 and Trainium4 to bring the chips to mass production on TSMC 3nm and 2nm processes respectively media report citing unnamed industry sources. Trainium3 will be in mass production in the 1st quarter of 2026. Trainium4 will follow later with Astera Labs on the I/O chips and Synopsys IP for 225G SerDes. 1/2 $AMZN $TSM $ALAB $SNPS $MRVL #Alchip #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1955807436646047882) [@dnystedt](/creator/x/dnystedt) 2025-08-14T01:43Z 39.1K followers, 28K engagements


"2/2 Commercial Times graphic shows Alchip and Marvell as Amazons current former ASIC partners"  
[X Link](https://x.com/dnystedt/status/1955807709795901742) [@dnystedt](/creator/x/dnystedt) 2025-08-14T01:44Z 39.1K followers, 5215 engagements


"2/3 DigiTimes says OpenAI and ByteDance will both have new chips in mass production next year and already have new chips under development for mass production in 2028"  
[X Link](https://x.com/dnystedt/status/1965300518299086853) [@dnystedt](/creator/x/dnystedt) 2025-09-09T06:25Z 39.1K followers, 1208 engagements


"3/3 The report also says Taiwans MediaTek has won AI inference ASIC chip orders from Google and Meta (also Broadcom customers) while Marvel and Alchip have orders from Amazon AWS Microsoft and Intel"  
[X Link](https://x.com/dnystedt/status/1965300574112678136) [@dnystedt](/creator/x/dnystedt) 2025-09-09T06:25Z 39.1K followers, 1292 engagements


"2/2 Quanta has expanded server production in the US Thailand Mexico to meet strong demand and continues to hire in those areas. He said Quanta remains bullish on AI server demand through 2027. Tariffs have forced Quanta to focus investments on its California Tennessee and Mexico operations this year with Mexico shipments to start in early 2026. $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers"  
[X Link](https://x.com/dnystedt/status/1966749419250086065) [@dnystedt](/creator/x/dnystedt) 2025-09-13T06:22Z 39.1K followers, 14.4K engagements


"6/7 All signs point to strong AI server seasonality through the end of 2025. Quanta Computer Senior VP Mike Yang said AI server orders rebounded in September after a lull caused by the transition to new products from old and predicted the 4th quarter will be the peak of this year. We have received more orders than we could have possibly imagined he reportedly said adding Quanta remains bullish on AI server demand through 2027"  
[X Link](https://x.com/dnystedt/status/1967113081953415205) [@dnystedt](/creator/x/dnystedt) 2025-09-14T06:28Z 39.1K followers, 1876 engagements


"Nvidia GB10-based personal AI supercomputers will go on sale in October from several PC vendors including Dell HP Acer Asustek Gigabyte MSI media report noting pre-orders for Nvidias DGX Spark Founders Edition have officially ended. $NVDA $DELL $HPQ #semiconductors"  
[X Link](https://x.com/dnystedt/status/1972838961749135858) [@dnystedt](/creator/x/dnystedt) 2025-09-30T01:40Z 39.1K followers, 5012 engagements


"8/8 Links: Taiwans Big X AI server makers: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Nvidia CEO Jensen Huang interview on CNBC CNBC interview of Jensen OpenAIs Sam Altman Greg Brockman OpenAI PR: AMD and OpenAI strategic partnership for 6GW of AMD GPUs Nvidia and OpenAI strategic partnership for 10GW of Nvidia GPUs SK Hynix Samsung join OpenAIs Stargate OpenAI Oracle Softbank expand Stargate with X new AI data center sites xAI: Wall Street Journal 10/5"  
[X Link](https://x.com/dnystedt/status/1976202481177862185) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:26Z 39.1K followers, 2768 engagements


"TSMC has received fresh follow-on orders for Apples iPhone XX amid better-than-expected demand media report and with new Apple laptops and Vision Pro chips TSMCs advanced capacity is completely full. 1/3 $AAPL $TSM #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1977536563262414982) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:47Z 39.1K followers, 11.9K engagements


"Apple CEO Tim Cook pledged to boost investments in China during a meeting with Chinas industry ministry in Beijing Reuters reports but did not name an investment size. Apple is navigating tricky geopolitics between the US and China. $AAPL #China"  
[X Link](https://x.com/dnystedt/status/1978627309176574433) [@dnystedt](/creator/x/dnystedt) 2025-10-16T01:01Z 39.1K followers, 4545 engagements


"19/ TSMC CEO on Amkor TSMC is working with Amkor in Arizona despite having announced its own advanced packaging plants because Amkor has already broken ground on their plant their schedule is earlier and TSMC wants to support customers. $TSM $AMKR"  
[X Link](https://x.com/dnystedt/status/1978715658104754442) [@dnystedt](/creator/x/dnystedt) 2025-10-16T06:52Z 39.1K followers, 2224 engagements


"TSMC will break ground Nov. X on its 1.4nm fab in Taichung central Taiwan an up to NT$1.5 trillion (US$49 billion) investment with pilot production set for late-2027 and mass production in 2nd half-2028 media report citing documents TSMC submitted to the Central Taiwan Science Park (CTSP). Authorities said the site will be handed over to TSMC by end-Oct. 1/5 $TSM $AAPL $NVDA $AMD $INTC"  
[X Link](https://x.com/dnystedt/status/1979440410742448145) [@dnystedt](/creator/x/dnystedt) 2025-10-18T06:52Z 39.1K followers, 6248 engagements


"Nvidias most powerful AI server platform yet GB300 will begin shipments in the 2nd half of 2025 with X Taiwan server giants expected to benefit most Foxconn the global leader as well as Quanta Wistron Wiwynn and Inventec media report with Foxconn and Quanta already testing new GB300 AI servers and most seeing shipments starting in September. $NVDA $TSM #Foxconn #Wistron #Wiwynn #Inventec #semiconductors"  
[X Link](https://x.com/dnystedt/status/1939464900340052333) [@dnystedt](/creator/x/dnystedt) 2025-06-29T23:24Z 39.1K followers, 43.7K engagements


"Surging demand for Nvidia Blackwell-based AI servers sent July revenue at Taiwan's Big X makers up a combined XXXX% year-on-year to NT$1.13 trillion (US$37.7 billion). Thread: 1/6 The Big 6: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. $NVDA $TSM #AIservers"  
[X Link](https://x.com/dnystedt/status/1955541457227702331) [@dnystedt](/creator/x/dnystedt) 2025-08-13T08:06Z 39.1K followers, 35.5K engagements


"Strong demand for Nvidia Blackwell-based AI servers sent August revenue at Taiwan's Big X makers up a combined XXXX% year-on-year to NT$1.11 trillion (US$36.6 billion). 1/7 $NVDA $TSM $AVGO $AMD $SMCI #AIservers #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1967111891760947521) [@dnystedt](/creator/x/dnystedt) 2025-09-14T06:23Z 39.1K followers, 34.9K engagements


"Four of Taiwans biggest AI server makers reported record high September or 3rd quarter (Q3) revenue media report (1/2): September Q3 Wistron: NT$203.4 billion NT$567.8 billion +108.3% Quanta: NT$184.1 billion NT$495.3 billion +16.6% Wiwynn: NT$86.3 billion NT$266.8 billion +172.7% Inventec: NT$60.6 billion NT$176.3 billion +7.5% $NVDA $AVGO $AMD $ORCL $DELL $SMCI $GOOGL $AMZN $META $MSFT"  
[X Link](https://x.com/dnystedt/status/1976085052166697146) [@dnystedt](/creator/x/dnystedt) 2025-10-09T00:39Z 39.1K followers, 12.2K engagements


"OpenAI Broadcom Podcast Interview on custom chip tie-up. Sam Altman: To zoom out a little bit if you simplify what we do in this whole process you know melt sand run energy through it and get intelligence out the other end 1/14 $AVGO $TSM $NVDA $AMD #OpenAI"  
[X Link](https://x.com/dnystedt/status/1977988409080901873) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:42Z 39.1K followers, 16.8K engagements


"Nvidia may top Apple as TSMCs biggest customer this year accounting for 19-21% of TSMCs total revenue media report noting Nvidia AI chips and gaming GPUs now take up half of all TSMC CoWoS advanced packaging capacity. 1/2 $NVDA $AAPL $TSM #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1978260195592511812) [@dnystedt](/creator/x/dnystedt) 2025-10-15T00:42Z 39.1K followers, 27K engagements


"TSMC 3rd Quarter 2025 Earnings Revenue NT$989.92 billion (US$33.10 B up XXXX% YoY) Gross Margin XXXX% vs guide XXXX% - XXXX% Opng Margin XXXX% vs guide XXXX% - XXXX% Net Profit NT$452.30 B vs expected NT$415.4 B Net Profit US$15.10 B EPS NT$17.44 ($2.92 per ADR unit beat expected $2.59) Thread 1/ $TSM $NVDA $AVGO $AMD $AAPL #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978700496723726574) [@dnystedt](/creator/x/dnystedt) 2025-10-16T05:52Z 39.1K followers, 21.9K engagements


"TSMCs price-per-wafer hit a fresh record high in the 3rd quarter US$8102 each up from $8088 in the 2nd quarter. 1/2 $TSM $NVDA $AAPL #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978730172191744406) [@dnystedt](/creator/x/dnystedt) 2025-10-16T07:50Z 39.1K followers, 13.9K engagements


"SK Hynix the AI memory chip giant is expected on 10/29 to report its highest quarterly operating profit and revenue ever for the 3rd quarter XXXX trillion won (US$7.9 billion) on revenue of XXXX trillion thanks to booming demand for HBM (high bandwidth memory) chips for AI servers media report. $MU #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/1980087786930896996) [@dnystedt](/creator/x/dnystedt) 2025-10-20T01:44Z 39.1K followers, 8670 engagements


"Jensens first official visit to South Korea in 15-years"  
[X Link](https://x.com/dnystedt/status/1980094078374326526) [@dnystedt](/creator/x/dnystedt) 2025-10-20T02:09Z 39.1K followers, 3468 engagements


"2/2 Taiwan will also in Hsinchu its Silicon Valley in north Taiwan establish a semiconductor development center at National Yang Ming Chiao Tung University and an advanced chip R&D lab at ITRI. Taiwan plans to continue to promote chip design R&D silicon photonics and the localization of chip materials & equipment to make Taiwan a leader in the global chip supply chain"  
[X Link](https://x.com/dnystedt/status/1980454467419161038) [@dnystedt](/creator/x/dnystedt) 2025-10-21T02:01Z 39.1K followers, 2884 engagements


"Taiwan is mulling legislation to classify AI data centers as major public infrastructure so related tax incentives can be offered for investments by big insurance firms & other corporations media report noting new laws could be out by next year. 1/3 #OpenAI $ORCL #Stargate #Colossus $NVDA $AMD"  
[X Link](https://x.com/dnystedt/status/1977589251094245686) [@dnystedt](/creator/x/dnystedt) 2025-10-13T04:16Z 39.1K followers, 8999 engagements


"Taiwan AI server giant Quanta raised its USA investment by another NT$5.86 billion (US$200 million) due to strong demand for AI servers media report. Quanta expects demand to remain brisk in the 4th quarter on robust shipments of Nvidia GB200-based servers and the ramp up of GB300 (Blackwell Ultra). $NVDA $TSM #Quanta"  
[X Link](https://x.com/dnystedt/status/1979441290183086145) [@dnystedt](/creator/x/dnystedt) 2025-10-18T06:55Z 39.1K followers, 7445 engagements


"ASE inked a deal with Analog Devices (ADI) to buy ADIs Penang Malyasia packaging plant as part of a long-term supply agreement they said. ASE the worlds biggest chip packaging/testing firm will buy XXX% of the 680000 square feet plant which will be expanded and upgraded ADI said. The deal is expected to close in the 1st quarter 2026. Financials were not disclosed (Note: These deals are very standard. The US company is outsourcing chip packaging to ASE which specializes in it.) $ADI $ASX #semiconductors #Malaysia"  
[X Link](https://x.com/dnystedt/status/1980809244950839531) [@dnystedt](/creator/x/dnystedt) 2025-10-22T01:31Z 39.1K followers, 3386 engagements


"A magnitude XXX earthquake hit Ishikawa Prefecture Japan on New Years Day raising concerns over possible disruption to the semiconductor supply chain media report noting factories of MLCC supplier Murata Manufacturing are located there yet cite industry experts saying likely NOT affected by the quake. #semiconductors"  
[X Link](https://x.com/dnystedt/status/1742005431525142960) [@dnystedt](/creator/x/dnystedt) 2024-01-02T02:10Z 39.1K followers, 5587 engagements


"AMD is seeking more CoWoS-like advanced packaging for its AI chips media report saying rumors put Powertech Technology at the top of the list of potential partners with a deal already signed but that ASE Amkor could also win out. Powertech declined to comment. $AMD $ASX $AMKR"  
[X Link](https://x.com/dnystedt/status/1742366334607089687) [@dnystedt](/creator/x/dnystedt) 2024-01-03T02:04Z 39.1K followers, 23.1K engagements


"Japan MLCC giant Murata Manufacturing has already resumed production at XX of XX factories impacted by the Jan. X earthquake in Ishikawa Prefecture media report with X more to be back online in February an inductor factory back online in May and X with no clear timetable to resume production. #semiconductors"  
[X Link](https://x.com/dnystedt/status/1749606964173353333) [@dnystedt](/creator/x/dnystedt) 2024-01-23T01:36Z 39.1K followers, 10.5K engagements


"TSMC and contract chip design partner Global Unichip have won bulk orders for base dies used with SK Hynixs next generation AI memory chips HBM4 (high bandwidth memory) media report to be made using TSMCs 12nm and 5nm processes. Tape out of the base die is expected in early 2025. The report says the HBM4 will be 16-layer (16 DRAM chips stacked vertically) and the base die is the key interface chip for the stack. $TSM #SKhynix #semiconductors"  
[X Link](https://x.com/dnystedt/status/1805062645089001779) [@dnystedt](/creator/x/dnystedt) 2024-06-24T02:17Z 39.1K followers, 21.9K engagements


"Two Taiwan AI server makers Wiwynn and Gigabyte confirmed more details about the Nvidia chip delay according to media reports. Wiwynn CFO Harry Chen is quoted saying the design and heat dissipation problems have led to delays but that the impact is insignificant and that demand for AI servers overall and Blackwell servers in particular remain strong. The company no longer expects AI servers to make up XX% of revenue in the 4th quarter due to the delays. 1/5 $NVDA $TSM $SMCI $DELL #semiconductors"  
[X Link](https://x.com/dnystedt/status/1824412752196338088) [@dnystedt](/creator/x/dnystedt) 2024-08-16T11:47Z 39.1K followers, 36.5K engagements


"Super Micro Computer halted construction of a new factory in Malaysia prompting Malaysias YTL Corp. to transfer orders for Nvidia GB200 NVL72 AI servers to Taiwans Wiwynn media report noting the original order was for a super large AI data center. Its the first substantial order transferred by a Super Micro client to a Taiwan firm the report says. $SCMI $NVDA #AIserver #semiconductor"  
[X Link](https://x.com/dnystedt/status/1855794043713904662) [@dnystedt](/creator/x/dnystedt) 2024-11-11T02:05Z 39.1K followers, 83.3K engagements


"Microsoft said its custom AI chip Maia is already in use on Azure OpenAI and it plans to launch X more custom AI chips media report adding TSMC will likely manufacture the chips while contract chip designer Global Unichip will likely win some engineering work on the chips. 1/2 $MSFT $TSM #GUC #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1859408097133101464) [@dnystedt](/creator/x/dnystedt) 2024-11-21T01:26Z 39.1K followers, 12.1K engagements


"Qatar has reached out to TSMC via chip design partner Global Unichip to invite the chip giant to invest in the nation media report with an official note sent to Taoyuan City Mayor Simon Chang who passed it to Global Unichip Chairman Fan Cheng Tseng. The Qatar invitation is further evidence of TSMCs critical role in the global economy. $TSM #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1861601822227734971) [@dnystedt](/creator/x/dnystedt) 2024-11-27T02:43Z 39.1K followers, 6546 engagements


"Rumor: Nvidia has approached a number of Taiwan machine tool and key component makers to join its humanoid robot supply chain including Hota Industrial Chieftek Hiwin media report citing unnamed industry sources . Nvidia will also reportedly set up a robot assembly base in Taiwan. $NVDA #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1863412286062567751) [@dnystedt](/creator/x/dnystedt) 2024-12-02T02:38Z 39.1K followers, 96.2K engagements


"TSMC may be able to double CoWoS advanced packaging capacity to 75000 wafers-per-month by mid-2025 around 6-months earlier than expected by converting plants bought from display maker Innolux and working with partners like ASE and Amkor media report noting.1/2 $TSM $ASX $AMKR $NVDA $AMD $AVGO #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1874630472887832783) [@dnystedt](/creator/x/dnystedt) 2025-01-02T01:35Z 39.1K followers, 42.8K engagements


"Nvidias plan to develop customized ASIC chips at a proposed Taiwan R&D center has local chip designers worried their top engineers may be lured into working for the AI giant media report noting MediaTek Alchip Technologies Global Unichip and other chip design houses are bracing for 2025. $NVDA #semiconductor #semiconductors"  
[X Link](https://x.com/dnystedt/status/1874631649667011005) [@dnystedt](/creator/x/dnystedt) 2025-01-02T01:39Z 39.1K followers, 53.9K engagements


"The CEO of Japanese giant Murata Manufacturing forecast MLCC demand for AI servers will more than double this year media report noting its book-to-bill ratio has rebounded above X representing economic expansion while its net profit last quarter rose XX% and this year will surge XX% as the recession fades. Murata is the worlds biggest maker of MLCCs (multilayer ceramic capacitors) which are so common they are often called the rice of the electronics industry. #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1886955827950682355) [@dnystedt](/creator/x/dnystedt) 2025-02-05T01:51Z 39.1K followers, 5824 engagements


"Gigabyte Technology said orders for AI servers extend into 2026 and it is expanding in a number of places to boost output including Brazil media report while its server assembly plants in the US Germany and Malaysia will open later this year. #AIservers"  
[X Link](https://x.com/dnystedt/status/1909069906429235706) [@dnystedt](/creator/x/dnystedt) 2025-04-07T02:25Z 39.1K followers, 5955 engagements


"The AI server industry continues to drive revenue for component makers as Taiwans top X heat dissipation (thermal solutions) companies all reported record high revenue in April media report adding their market share continues to rise. 1/2"  
[X Link](https://x.com/dnystedt/status/1920293088452321335) [@dnystedt](/creator/x/dnystedt) 2025-05-08T01:42Z 39.1K followers, 14.4K engagements


"2/2 April Revenue Asia Vital Components: NT$9.11 billion record high for 3rd straight month Jentech Precision: NT$1.82 billion 2nd straight monthly high Sunonwealth Electric: NT$1.63 billion 2nd straight monthly high Taiwan Stock Exchange requires companies to file monthly revenue"  
[X Link](https://x.com/dnystedt/status/1920293156572234186) [@dnystedt](/creator/x/dnystedt) 2025-05-08T01:42Z 39.1K followers, 2697 engagements


"Three of Taiwans top AI server makers just reported their best-ever revenue for the month of April media report: Quanta: NT$154.01 billion up XXXX% year-on-year Wistron: NT$133.70 billion up XXXX% Wiwynn: NT$63.80 billion up 190.5%"  
[X Link](https://x.com/dnystedt/status/1920651042695303413) [@dnystedt](/creator/x/dnystedt) 2025-05-09T01:24Z 39.1K followers, 12.1K engagements


"Alchip Technologies the custom chip (ASIC) expert is hard at work on several 5nm/3nm chip products entering mass production including cases requiring TSMCs CoWoS advanced packaging with several 3nm/2nm projects in the design phase media report citing its chairman speaking at the annual shareholders meeting. Alchip is boosting investment in North America and focusing R&D on 2nm and A16 as well as 3D IC tech and IO solutions. $TSM $AVGO $MRVL #alchip #GUC #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1928282154498203996) [@dnystedt](/creator/x/dnystedt) 2025-05-30T02:47Z 39.1K followers, 6215 engagements


"Unimicron a major PCB and IC substrate maker (ABF BT) raised its 2025 capex to NT$20.6 billion (US$700 million) from NT$18.6 billion and estimated next years capex at NT$19.4 billion citing customer demand and market conditions media report noting tight supplies and rising prices for ABF and BT substrates used in chip packaging for AI and other chips. $NVDA #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1950373455985365379) [@dnystedt](/creator/x/dnystedt) 2025-07-30T01:50Z 39.1K followers, 5408 engagements


"Taiwans 2nd biggest custom ASIC chip designer Global Unichips full year revenue will rise by a double-digit percent this year led by its custom chip design-manufacturing (turnkey) services media report adding it will see more revenue from Cloud Service Provider (CSP) clients from the 4th quarter and into the 1st half 2026 with CSPs set to account for XX% of full year 2026 revenue. In the 1st half of this year US clients accounted for XX% of revenue versus XX% last year. 2nd quarter revenue fell X% year-on-year to NT$6.1 billion. $AVGO #alchip #globalunichip #GUC #semiconductors"  
[X Link](https://x.com/dnystedt/status/1951490620545179688) [@dnystedt](/creator/x/dnystedt) 2025-08-02T03:49Z 39.1K followers, 7207 engagements


"Global Unichip:"  
[X Link](https://x.com/dnystedt/status/1951490669236855040) [@dnystedt](/creator/x/dnystedt) 2025-08-02T03:50Z 39.1K followers, 3312 engagements


"Meta has placed big orders to Taiwan's Quanta Computer for customized AI servers based on its next-generation ASIC (own chip made with Broadcom) media report noting Chenming Electronic is making cabinets some liquid cooling parts and sidecars for the servers. The order is seen at up to 6000 cabinets shipped by year-end. 1/2 $META $AVGO #semiconductors"  
[X Link](https://x.com/dnystedt/status/1952168653908246889) [@dnystedt](/creator/x/dnystedt) 2025-08-04T00:44Z 39.1K followers, 28.2K engagements


"Apples $XXX billion US manufacturing plan highlights semiconductors: Apple will work with Texas Instruments to install chip production tools in Lehi Utah and build a new facility in Sherman Texas with equipment from US giant Applied Materials; silicon wafers from GlobalWafers (Sherman Texas facility); and silicon from Corning Apple said. 1/5 $AAPL $TXN $AMAT $GLW #semiconductors"  
[X Link](https://x.com/dnystedt/status/1953241660051370018) [@dnystedt](/creator/x/dnystedt) 2025-08-06T23:47Z 39.1K followers, 35.5K engagements


"Three of Taiwans top AI server manufacturers announced nearly US$600 million in new or increased USA investments media report: -Compal Electronics: US$300M for server production -Quanta Computer: $170M to expand AI server production; $50M for quantum computing -Wistron: $62.5M to renovate a plant in Dallas Texas. #Texas #AIservers #semiconductors"  
[X Link](https://x.com/dnystedt/status/1955430296859607121) [@dnystedt](/creator/x/dnystedt) 2025-08-13T00:44Z 39.1K followers, 9180 engagements


"Foxconn the AI server and iPhone assembly giant is expected to unveil its next generation humanoid robot jointly developed with Nvidia at its Technology Day event November 21-22 (Hon Hai Technology Day Foxconn is its trade name). Rumors say Foxconn will use some humanoid robots on GB300 AI server production lines at a Houston Texas plant in the 1st quarter next year. $NVDA #Foxconn #humanoidrobots #robots"  
[X Link](https://x.com/dnystedt/status/1957236826252693528) [@dnystedt](/creator/x/dnystedt) 2025-08-18T00:23Z 39.1K followers, 15.8K engagements


"Prices of DDR4 DRAM memory chips prices continue to rise as smaller player Nanya Technology hiked prices 11%-16% for August contracts and expects another double-digit increase in the 4th quarter media report citing unnamed supply chain sources. SK Hynix Samsung Micron all announced plans earlier this year to phase out DDR4 production in favor of next-gen DDR5 causing stockpiling. The DDR4 supply gap in the 2nd half of this year is estimated at XX% to 15%. $HXSCL $MU $SSNLF #SKhynix #Samsung #semiconductors"  
[X Link](https://x.com/dnystedt/status/1957238166932664642) [@dnystedt](/creator/x/dnystedt) 2025-08-18T00:28Z 39.1K followers, 6118 engagements


"South Korea semiconductor exports rose XXXX% year-on-year to a record high US$15.1 billion in August leading overall exports to increase XXX% to $XXXX B media report but exports to the US fell XX% to $XXXX B as tariffs kicked in. $HXSCL $SSNLF $MU #semiconductors"  
[X Link](https://x.com/dnystedt/status/1962695536844382713) [@dnystedt](/creator/x/dnystedt) 2025-09-02T01:54Z 39.1K followers, 3962 engagements


"Japan photomask giant Dai Nippon Printing (DNP) began R&D work in Eindhoven Netherlands on co-packaged optics (CPO) technology aimed at reducing power consumption in AI data centers Nikkei Asia reports. DNP is working with the Netherlands Organization for Applied Scientific Research (TNO) and other startups to speed up CPO development. It is focused on technology that forms fine optical wiring on chip package substrates. #Semiconductors $TSM $NVDA #DNP #Japan #Netherlands"  
[X Link](https://x.com/dnystedt/status/1963059614641225830) [@dnystedt](/creator/x/dnystedt) 2025-09-03T02:00Z 39.1K followers, 4081 engagements


"Nanya Technology the DRAM memory chip maker saw August revenue soar XXXXX% year-on-year to NT$6.76 billion a 43-month high as DDR4 and DDR5 DRAM prices rose media report. $MU $HXSCL $SSNLF #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1963423628810424810) [@dnystedt](/creator/x/dnystedt) 2025-09-04T02:07Z 39.1K followers, 4055 engagements


"President Trump said semiconductor tariffs will only be for companies that are not investing in the US media report. "We will be putting a fairly substantial tariff with the understanding that if they come into the country if they are coming in building planning to come in there will not be a tariff" the president said. "If they are not coming in there is a tariff." $TSM #Samsung #SKhynix $MU $INTC #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1963776953133281409) [@dnystedt](/creator/x/dnystedt) 2025-09-05T01:31Z 39.1K followers, 8145 engagements


"Note: Looks like TSMC Samsung SK Hynix Globalwafers others wont face US semiconductor tariffs (Section 232) when they are announced (soon)"  
[X Link](https://x.com/dnystedt/status/1963777180045045768) [@dnystedt](/creator/x/dnystedt) 2025-09-05T01:32Z 39.1K followers, 3748 engagements


"2/2 The report says Nvidia is working with ASE subsidiary Siliconware Precision (SPIL) on joint development of CoWoP (Chip-on-Wafer-on-PCB) next-gen advanced packaging. Equipment suppliers reportedly say TSMC ASE Amkor Powertech Group (includes Greatek) Innolux are all expanding investments building new plants. $NVDA $ASX $TSM #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1965215080100102237) [@dnystedt](/creator/x/dnystedt) 2025-09-09T00:46Z 39.1K followers, 3364 engagements


"Rumor: DRAM memory chip prices are surging in this the traditional peak season for electronics demand with 4th quarter (Q4) prices expected to spike 20%-50% over Q3 due to strong demand and tight supplies media report. Taiwan DRAM maker Nanya Technologys contract prices for DDR4 DRAM in Q3 soared XX% versus Q2 and its Q4 contracts are up XX% again. Winbond Electronics saw Q3 DDR4 prices rise XX% Q4 up 20%. $HXSCL $MU $SSNLF #SKhynix #Samsung #semiconductors"  
[X Link](https://x.com/dnystedt/status/1965947127181488370) [@dnystedt](/creator/x/dnystedt) 2025-09-11T01:14Z 39.1K followers, 24.3K engagements


"Orders for Nvidia GB300 AI servers are so big they are unimaginable said the head of Quanta Computers AI server business Mike Yang media report adding AI server shipments will peak in the 4th quarter this year while the 3rd quarter remains a transition period between old and new (GB300) products. 1/2 $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers"  
[X Link](https://x.com/dnystedt/status/1966749340577526032) [@dnystedt](/creator/x/dnystedt) 2025-09-13T06:22Z 39.1K followers, 125.4K engagements


"7/7 Foxconn the worlds biggest contract AI server maker forecast XXX% AI server revenue growth in Q3 (now) with strong demand to continue in 2026"  
[X Link](https://x.com/dnystedt/status/1967113714483818746) [@dnystedt](/creator/x/dnystedt) 2025-09-14T06:30Z 39.1K followers, 4761 engagements


"Quanta Computer the Taiwan AI server giant said it is already in talks with Saudi Arabia on a sovereign AI project but will need US approval to move forward which an executive called a complex process media report adding he said governments around the world are actively investing in sovereign AI and GPU infrastructure including the US UK EU Saudi Arabia Singapore and China. $NVDA #semiconductors #quanta"  
[X Link](https://x.com/dnystedt/status/1967739902139023818) [@dnystedt](/creator/x/dnystedt) 2025-09-15T23:58Z 39.1K followers, 6438 engagements


"ASE Technology the chip packaging giant plans to install a fully automated 310x310mm PLP (Panel-Level-Packaging) advanced packaging trial production line and has asked for delivery by year-end from equipment makers and materials vendors media report. $ASX #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1968121980361773216) [@dnystedt](/creator/x/dnystedt) 2025-09-17T01:17Z 39.1K followers, 6807 engagements


"AI server maker Gigabyte Technology has already started shipping Nvidia GB300-based AI servers its chairman said media report and recent AI server shipments overall have been very good. Some major clients like Nebius and CoreWeave have recently won big orders. Shipments of Nvidia RTX XX high-end graphics cards have also been strong. $NVDA #gigabyte #AIservers #GB300 #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1968849691841638895) [@dnystedt](/creator/x/dnystedt) 2025-09-19T01:28Z 39.1K followers, 9801 engagements


"Nvidia supplier Ibiden the Japan semiconductor materials giant plans to expand production of key substrates needed for AI chip advanced packaging to a total of X facilities from X now by the end of March 2026 Nikkei Asia reports citing CEO Koji Kawashima as the company expects demand for substrates used in AI servers to nearly double this fiscal year versus last year. $NVDA #Ibiden #semiconductors"  
[X Link](https://x.com/dnystedt/status/1969928683113926709) [@dnystedt](/creator/x/dnystedt) 2025-09-22T00:56Z 39.1K followers, 8929 engagements


"@hassankhan The story said GlobalWafers showed a prototype 12-inch SiC wafer at SEMICON Taiwan"  
[X Link](https://x.com/dnystedt/status/1970289364036129268) [@dnystedt](/creator/x/dnystedt) 2025-09-23T00:49Z 39.1K followers, XXX engagements


"Rumor: Strong demand for AI servers led Dell to add Compal Electronics as a new server partner in Taiwan media report adding Dell has placed orders worth hundreds of billions of Taiwan dollars (NT$100 billion = US$3.3 billion) with deliveries to begin in the 2nd half of the year. Dell is cited as the reason for Compals US$300 million investment in a North America server factory. 1/2 $DELL $NVDA #compal"  
[X Link](https://x.com/dnystedt/status/1970661926448570510) [@dnystedt](/creator/x/dnystedt) 2025-09-24T01:29Z 39.1K followers, 7184 engagements


"2/2 Dells Taiwan server partners already include Wistron Foxconn Inventec and Mitac. Dell reportedly purchased 2000 Nvidia GB200 server cabinets in Taiwan between May and July this year alone. $DELL $NVDA #compal"  
[X Link](https://x.com/dnystedt/status/1970661968098009285) [@dnystedt](/creator/x/dnystedt) 2025-09-24T01:30Z 39.1K followers, 3120 engagements


"ASE plans to invest NT$4.01 billion (US$130 million) to build a new advanced semiconductor packaging plant K18B in Kaohsiung south Taiwan media report a facility with X underground floors and X above ground with total floor area of 18300-ping (21500 square feet). $ASX $TSM $AVGO $NVDA $AMD #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1971824507083280843) [@dnystedt](/creator/x/dnystedt) 2025-09-27T06:29Z 39.1K followers, 3540 engagements


"Broadcom is working with TSMC on a one-stop silicon photonics solution the chips manufacturing and packaging media report adding TSMC manufactures Broadcoms Tomahawk X high-speed ethernet switch chip on 3nm process and incorporated into co-packaged optics (CPO). $AVGO $TSM #semiconductors"  
[X Link](https://x.com/dnystedt/status/1972839214682431616) [@dnystedt](/creator/x/dnystedt) 2025-09-30T01:41Z 39.1K followers, 11.1K engagements


"Taiwan DRAM maker Nanya Technology said September revenue rose XXX% year-on-year to NT$6.66 billion (US$220 million) media report as memory chip prices continue to recover. $HXSCL $SSNLF $MU #Samsung #SKhynix #semiconductors"  
[X Link](https://x.com/dnystedt/status/1974384513687126464) [@dnystedt](/creator/x/dnystedt) 2025-10-04T08:02Z 39.1K followers, 3887 engagements


"2/2 Third Quarter revenue and US$ at today rate Wistron (): NT$567.8 billion (US$18.6 billion) Quanta(): NT$495.3 billion ($16.2 billion) Wiwynn (): NT$266.8 billion ($8.7 billion) Inventec (): NT$176.3 billion ($5.8 billion)"  
[X Link](https://x.com/dnystedt/status/1976085222484738410) [@dnystedt](/creator/x/dnystedt) 2025-10-09T00:40Z 39.1K followers, 3020 engagements


"Demand for Nvidia Blackwell-based AI servers sent September revenue at Taiwans Big X AI server makers up XXXX% over last year to a combined NT$1.399 trillion (US$45.7 B) a record high. 1/8 $NVDA $TSM #AIservers"  
[X Link](https://x.com/dnystedt/status/1976201425291182411) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:21Z 39.1K followers, 15.2K engagements


"2/8 This year particularly in the last six months demand of computing has gone up substantially Nvidia CEO Jensen Huang told CNBC on Wednesday. Demand for Blackwell is really really high he added. $NVDA #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1976201568103043496) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:22Z 39.1K followers, XXX engagements


"4/8 AI server sales out of Taiwan in 2025 the dark blue line have been tracking well above prior years"  
[X Link](https://x.com/dnystedt/status/1976201780578173117) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:23Z 39.1K followers, XXX engagements


"5/8 Taiwans Big X the OGs of the AI server trend. September Revenue Foxconn NT$837.1 billion +14.2% year-on-year Wistron NT$203.4 billion +109.9% Quanta NT$184.1 billion +18.7% Wiwynn NT$86.3 billion +150.2% Inventec NT$60.6 billion +7.7% Gigabyte NT$28.0 billion +4.7% #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1976202024351109126) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:24Z 39.1K followers, XXX engagements


"6/8 Expect strong AI server seasonality to last through the end of 2025 and expect to hear more talk about the transition to Nvidia Rubin-based servers. Also expect to hear Taiwans AI server makers announce new capacity expansion plans. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1976202104994922695) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:24Z 39.1K followers, XXX engagements


"China has cracked down on Nvidia and other high-end U.S. AI chip imports stepping up customs inspections at ports across the nation the FT reports to force local companies to stop using American technology and help Beijing win the AI race. $NVDA $AMD $AVGO $INTC #semiconductors"  
[X Link](https://x.com/dnystedt/status/1976527624655733055) [@dnystedt](/creator/x/dnystedt) 2025-10-10T05:58Z 39.1K followers, 28.9K engagements


"Nvidias main chip testing partner in Taiwan KYEC will begin testing next-generation Rubin AI chips by the end of this year media report and has continued to win major testing orders for Nvidias most advanced chips for GB200 and GB300 in addition to Rubin. $NVDA #Rubin #semiconductors #KYEC"  
[X Link](https://x.com/dnystedt/status/1977532793140944933) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:32Z 39.1K followers, 12.4K engagements


"Samsung Electronics announced 3rd quarter earnings guidance that beat expectations: Revenue XX trillion won vs expected XXXXX T Operating profit XXXX T vs expected XXX T its highest in over 3-years (Q2 2022) 1/2 #Samsung #SKhynix $MU $NVDA $TSLA #semiconductors"  
[X Link](https://x.com/dnystedt/status/1977905661800563164) [@dnystedt](/creator/x/dnystedt) 2025-10-14T01:13Z 39.1K followers, 5267 engagements


"2/2 Memory chip prices rose during the quarter boosting its chip division while Samsungs HBM3e memory chips for AI data centers reportedly passed Nvidias verification process. Samsung also inked a foundry deal with Tesla in July. XX trillion (US$60.2 B) XXXX trillion ($8.5 B) Samsung will announce 3rd quarter earnings later this month"  
[X Link](https://x.com/dnystedt/status/1977905722299138056) [@dnystedt](/creator/x/dnystedt) 2025-10-14T01:14Z 39.1K followers, 2709 engagements


"TSMC will break ground on its first 1.4nm (14 Angstrom) fab in Taichung Taiwan by end-2025 with mass production in the 2nd half-2028 media report noting the A14 process will be developed at TSMCs R&D fab in Hsinchu (BaoShan) Fab XX. The Taichung fab Fab XX has already started recruiting and construction permits for 3-buildings were issued at end-August. 1/2 $TSM $ASML $AMAT $KLAC $LRCX #semiconductors"  
[X Link](https://x.com/dnystedt/status/1977920705351279055) [@dnystedt](/creator/x/dnystedt) 2025-10-14T02:13Z 39.1K followers, 14.3K engagements


"7/14 Building ChatGPTs chip expertise Brockman: weve been able to apply our own models to designing this chip which has been really cool. Weve been able to pull in the schedule weve been able to get massive area reductions you take components that humans have already optimized and just port compute into it and the model comes out with its own optimizations. And its very interesting. Were at the point now where I dont think any of the optimizations we have are ones that human designers couldnt have come up with like usually our experts take a look at it later and say yeah this was on my list"  
[X Link](https://x.com/dnystedt/status/1977989095407186220) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:45Z 39.1K followers, 58K engagements


"8/14 More ChatGPT Broadcom chip chief Charlie Kawwas: my software engineers now already use that from a software point of view and its delivering efficiencies of dozens of engineers. On the hardware side were not there yet. But you know the good news well get there (with OpenAI) yes we should absolutely leverage this"  
[X Link](https://x.com/dnystedt/status/1977989254593794237) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:46Z 39.1K followers, 2626 engagements


"14/14 End Sama: The AI computing infrastructure buildout right now is the biggest joint industrial project in human history. This requires a lot of companies a lot of countries a lot of industries to come together and a lot of stuff has to happen at the same time and weve all got to invest together (and given everything weve seen) I think the whole industry has decided this is a good bet to take"  
[X Link](https://x.com/dnystedt/status/1977989927481852005) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:48Z 39.1K followers, 3990 engagements


"People & Links OpenAI CEO Sam Altman OpenAI President Greg Brockman Broadcom CEO Hock Tan Broadcom President of Semiconductor Solutions Group Charlie Kawwas Podcast: Broadcom: OpenAI:"  
[X Link](https://x.com/dnystedt/status/1977990080909488497) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:49Z 39.1K followers, 3861 engagements


"TSMC Q3 Earnings Preview: Record Highs & AI Boom Await Thursday October XX 2pm in Taiwan Market Expectations (NT$) Revenue: NT$989.9B (confirmed) Beat guidance fresh record high Net Profit: NT$410.58B NT$415.4B Market Expectations (US$) Revenue: $31.5B EPS: $XXXX TSMC Guidance Revenue: US$31.8B $33.0B Gross Margin: XXXX% XXXX% (beat expected) Operating Margin: XXXX% XXXX% Top Analyst Questions (from media & reports): Geopolitics: Tariffs China rare earths risks US Pressure: More investments Intel partner/invest rumors Taiwan Dollar Strength: Impact on earnings & sales Full-Year Outlook: Raise"  
[X Link](https://x.com/dnystedt/status/1978286591924912265) [@dnystedt](/creator/x/dnystedt) 2025-10-15T02:27Z 39.1K followers, 9957 engagements


"TSMC will outsource more advanced semiconductor packaging and testing work in 2026 as orders for CoWoS and advanced 3nm and below processes are fully book media report. ASE KYEC and Powertech are seen as benefiting. ASE and KYEC have order visibility through end-2026 and are building new plants to meet demand. Rumors say KYEC may build in Singapore. $TSM $ASX $AMKR #Singapore #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978612027234099558) [@dnystedt](/creator/x/dnystedt) 2025-10-16T00:00Z 39.1K followers, 17.2K engagements


"GlobalWafers the worlds 3rd biggest maker of silicon wafers used in chip manufacturing opened a 12-inch silicon wafer plant in Novara Italy on Wednesday media report. The XXX million (US$525M) investment won XXX million in EU funding. GlobalWafers Chair Doris Hsu said the plant was built close to customers and will help drive development of Europes semiconductor ecosystem. #GlobalWafers #Italy #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978627913793916934) [@dnystedt](/creator/x/dnystedt) 2025-10-16T01:03Z 39.1K followers, 4441 engagements


"2/ TSMC Q3 TSMCs net profit rose XXXX% year-on-year to a fresh all-time high NT$452.30 billion beating expectations on strong demand for leading edge processes 7/5/3nm which accounted for XX% of total wafer revenue. $TSM"  
[X Link](https://x.com/dnystedt/status/1978700686507299191) [@dnystedt](/creator/x/dnystedt) 2025-10-16T05:53Z 39.1K followers, 2916 engagements


"Nvidia receives 1st wafer of Blackwell AI chips made at TSMC Arizona When I started TSMC I had a dream to build fabs in the United States and my dream lives. TSMC founder Morris Chang $NVDA $TSM"  
[X Link](https://x.com/dnystedt/status/1979443224977772963) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:03Z 39.1K followers, 15.6K engagements


"Intel wins 1st major 18A manufacturing process order from Microsoft for its AI accelerator. Original report from news site SemiAccurate run by Charlie. $INTC $MSFT"  
[X Link](https://x.com/dnystedt/status/1979443820044685353) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:05Z 39.1K followers, 15.2K engagements


"Big deal being made about Jensen's statements. But China will dump Nvidia the second it feels its tech is good enough. 'Self-sufficiency' was always the plan"  
[X Link](https://x.com/dnystedt/status/1979447166725951753) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:19Z 39.1K followers, 14.2K engagements


"Nvidia will be cast aside just like Micron. $NVDA $MU #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1979447276050461157) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:19Z 39.1K followers, 5913 engagements