[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jukan05 Jukan No specific information about "Jukan" was found in the provided tweets. However, the conversation seems to be about the tech industry, with topics such as AI, semiconductor companies, and memory technology. Key players mentioned include Samsung, SK Hynix, NVIDIA, and AMD, discussing their latest developments and market trends. ### Engagements: XXXXXXX [#](/creator/twitter::1836240683268759552/interactions)  - X Week XXXXXXXXX -XX% - X Month XXXXXXXXXX -XXXX% - X Months XXXXXXXXXX +250% - X Year XXXXXXXXXX +80,282% ### Mentions: XXX [#](/creator/twitter::1836240683268759552/posts_active)  - X Week XXX -XX% - X Month XXX -XXXX% - X Months XXXXX +84% - X Year XXXXX +5,951% ### Followers: XXXXXX [#](/creator/twitter::1836240683268759552/followers)  - X Week XXXXXX +3.30% - X Month XXXXXX +19% - X Months XXXXXX +134% - X Year XXXXXX +2,932% ### CreatorRank: XXXXXX [#](/creator/twitter::1836240683268759552/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) #1952 [finance](/list/finance) #1098 [countries](/list/countries) #5127 [currencies](/list/currencies) #1154 [travel destinations](/list/travel-destinations) XXXX% [products](/list/products) XXXX% [vc firms](/list/vc-firms) XXXX% [automotive brands](/list/automotive-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [ai](/topic/ai) 10.82%, [samsung](/topic/samsung) #639, [dram](/topic/dram) #17, [china](/topic/china) #265, [$005930ks](/topic/$005930ks) #2, [$googl](/topic/$googl) #1540, [$000660ks](/topic/$000660ks) #1, [investment](/topic/investment) 2.61%, [taiwan](/topic/taiwan) #987, [meta](/topic/meta) XXXX% **Top accounts mentioned or mentioned by** [@tshirtnjeans2](/creator/undefined) [@discountedbtc](/creator/undefined) [@ascrmmc](/creator/undefined) [@grok](/creator/undefined) [@zephyrz9](/creator/undefined) [@_thejasonc](/creator/undefined) [@c3piox](/creator/undefined) [@tientientien121](/creator/undefined) [@zephyr_z9](/creator/undefined) [@zackeiseman](/creator/undefined) [@judechrist44](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@jeonwh7859](/creator/undefined) [@zeroseerer](/creator/undefined) [@hanchouhsu](/creator/undefined) [@analysisop](/creator/undefined) [@congoapd](/creator/undefined) [@lithosgraphein](/creator/undefined) [@formosakg](/creator/undefined) [@hassankhan](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Goldman Sachs (GS)](/topic/goldman-sachs) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/microsoft) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Micron Technology, Inc. (MU)](/topic/$mu) [Dell Technologies, Inc. (DELL)](/topic/dell) [Tesla, Inc. (TSLA)](/topic/tesla) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last XX hours "SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee (IRC) meeting in October but the schedule was slightly delayed due to holidays and personnel changes. Considering the construction timeline of the M15X fab equipment deliveries are expected to begin sequentially early next year. Although there had been some friction during recent price negotiations SK hynix has finalized" [X Link](https://x.com/jukan05/status/1988435974104498491) 2025-11-12T02:37Z 46.8K followers, 93.1K engagements "Samsung HBM4 Final Approval for Google TPU. "Next Year's Supply Contract Completed" Samsung Electronics has finally passed the qualification test (Qual Test) for HBM4 (High Bandwidth Memory) which will be mounted on Google's next-generation AI chip the Tensor Processing Unit (TPU) and has completed the supply volume contract for next year. It is reported that Samsung has secured orders for more than three times the volume compared to this year including the HBM3E previously supplied. According to related industries Hock Tan Chairman and CEO of Broadcom visited South Korea earlier this week" [X Link](https://x.com/jukan05/status/1996409704990568476) 2025-12-04T02:42Z 46.8K followers, 71K engagements "How should we interpret this The fact that Broadcom requested HBM4 for 2026 suggests that TPU v8 is likely to come out in late 2026. Even though the volume wont be large. I was the first in the industry to share this with clients. Check my Substack post titled TPU Expert Call. Another point is that TPU v8 contrary to what some sell-side analysts are predicting is competitive with VR thanks to its use of HBM4" [X Link](https://x.com/jukan05/status/1996414878316404968) 2025-12-04T03:02Z 46.8K followers, 28.7K engagements "Micron fanboys keep insisting with absurd arguments that Micron will take a significant share of Googles TPU HBM demand.🤡 Maybe they should at least read some sell-side research first theyd realize they could never say something like that" [X Link](https://x.com/jukan05/status/1996488996902617565) 2025-12-04T07:57Z 46.8K followers, 19.1K engagements "Launch of 'Yongin Project' Set to Grow to $XXX Billion SK Expands Wafer Production Capacity to 700000 Sheets/Month SK Hynix is investing an astronomical sum totaling XXX trillion KRW ($400 billion) to build the Yongin Semiconductor Cluster. Although the total investment was initially estimated at XXX trillion KRW ($81 billion) it has increased more than fivefold due to the cleanroom size expanding by over XX% combined with rising raw material costs and exchange rate effects. As this is a long-term project continuing until 2050 the investment cost at the time of constructing the final 4th" [X Link](https://x.com/jukan05/status/1996535050490581264) 2025-12-04T11:00Z 46.8K followers, 17.1K engagements "One thing worth pointing out is that the general public still doesnt care about on-device AI. Look at how Apples iPhone XX is selling like crazy worldwide even though Samsung has Googlethe strongest AI company todayon its side. And Apple is currently the weakest in AI among the big tech firms. Theyre pushing something like Apple Intelligence which feels like a joke. I dont think on-device AI will move next years capex even a little" [X Link](https://x.com/jukan05/status/1997570072026693789) 2025-12-07T07:33Z 46.8K followers, 32.1K engagements "Ill be opening an Ask Me Anything for the next hour. As long as its not related to any NDAs Ill answer as much as I can" [X Link](https://x.com/jukan05/status/1997635744970490349) 2025-12-07T11:54Z 46.8K followers, 34.2K engagements "We are so fked lol UBS: "Recent discussions with NAURA and the China WFE supply chain suggest NAURA may have made significant progress in 90:1 high-aspect ratio etching potentially enabling 300+ layer 3D NAND flash production. This could represent an incremental market opportunity of hundreds of millions or billions of dollars if NAURA ultimately receives orders from domestic NAND flash customers. Furthermore considering positive feedback on China's advanced logic demand we see further upside to NAURA's revenue from domestic advanced logic customers. Thus we have raised our 2026/2027 WFE" [X Link](https://x.com/jukan05/status/1997852899347743152) 2025-12-08T02:17Z 46.8K followers, 186.4K engagements "I'm genuinely curious about this haha. Even the power consumption of VR is so high that all kinds of thermal solutions are being considered right now. The TDP of the Feynman chip is expected to reach a staggering 6000W. Is this even possible What kind of thermal revolution must occur for the Feynman chip" [X Link](https://x.com/jukan05/status/1997896338605019612) 2025-12-08T05:09Z 46.8K followers, 33.8K engagements "Amazon laid off 30000 employees today an even larger cut than during the industry contraction in 2022. The reason is simple: They dont have enough capex left to buy GPUs. As a result AWS growth has slowed the market has punished them harshly and now they must cut salaries to save money for GPU purchasesso the financials look better and they can tell a story of AWS growth bottoming out. Every internet company software engineer (SDE) should buy Nvidia/AMD stock as a hedgecompensating for the risk of being squeezed out of the value chain by GPUs. Entering 20242025 the main factor behind weak" [X Link](https://x.com/jukan05/status/1983085352282882479) 2025-10-28T08:16Z 46.8K followers, 704.8K engagements "Rumor: SK Hynixs ADR issuance is making progress" [X Link](https://x.com/jukan05/status/1997912847830098133) 2025-12-08T06:15Z 46.8K followers, 139.7K engagements "* SAMSUNG FAILED HBM3E CERTIFICATION IN JUNE NEXT CERTIFICATION EXPECTED IN SEPTEMBER- GF Securities" [X Link](https://x.com/jukan05/status/1932675087947473379) 2025-06-11T05:43Z 46.6K followers, 23.8K engagements "ASIC Spec Summary by Jeff Pu GF Securities For the full report please contact me via DM" [X Link](https://x.com/jukan05/status/1934076825564819821) 2025-06-15T02:33Z 46.6K followers, 25.4K engagements "CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards" [X Link](https://x.com/jukan05/status/1950350273530286174) 2025-07-30T00:18Z 46.6K followers, 5880 engagements "Jeff Pu of Hong Kongs GF Securities downgraded AMD citing that the company has implemented order cuts. $AMD" [X Link](https://x.com/jukan05/status/1957647284159877214) 2025-08-19T03:34Z 46.6K followers, 25.3K engagements "Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO" [X Link](https://x.com/jukan05/status/1960976697718976938) 2025-08-28T08:04Z 46.6K followers, 58.3K engagements "GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our" [X Link](https://x.com/jukan05/status/1968193488731906253) 2025-09-17T06:01Z 46.6K followers, 11.1K engagements "Samsung Electronics (005930.KS) Regaining Market Position with OP Upside from AI Inference Memory Demand CITIs View Citi raises its 2026 operating profit (OP) estimate for Samsung Electronics to XXXX trillion. This revision reflects expectations that following the aggressive AI investments by U.S. hyperscalers Chinese hyperscalers will also accelerate their AI inference infrastructure build-out. In addition the rapid surge in tokenized data generated by AI agents is expected to deepen the shortage of commodity memory. Given Samsungs solid market position in server DDR5 GDDR7 and eSSD the" [X Link](https://x.com/jukan05/status/1980421807011467367) 2025-10-20T23:52Z 46.4K followers, 6743 engagements "Samsung Chairman Lee Jae-yong (live): Why are there so many iPhones here" [X Link](https://x.com/jukan05/status/1983884919488311346) 2025-10-30T13:13Z 46.4K followers, 894.6K engagements "GF Securities appears to be incorrect. According to sources familiar with the matter the report that Microns HBM4 mass production has been delayed to 2027 is not true. The company is still targeting mass production in the second half of 2026 although low yield rates remain a bottleneck. However this issue does not imply a delay to 2027. I apologize for any confusion caused" [X Link](https://x.com/jukan05/status/1985532352135856242) 2025-11-04T02:19Z 46.6K followers, 48.4K engagements "Hon Hai (Foxconn) a major Apple/NVIDIA server OEM in Taiwan reported October revenue of NT$895708.5 million (+7.0% MoM +11.3% YoY). - Achieved the highest monthly revenue in October driven by increasing AI server rack demand and peak season effects for the iPhone. - Cloud & Networking revenue related to AI servers grew both MoM and YoY. - However the Smart Consumer Electronics segment which includes iPhones saw a YoY revenue decline. - With AI server shipments expected to continue expanding in 4Q and ICT products entering peak season in the second half of 2025 operating performance is" [X Link](https://x.com/jukan05/status/1985983681299956100) 2025-11-05T08:13Z 46.6K followers, 7737 engagements "Outlook for the 2026 NAND Market Goldman Sachs The supply side faces multiple constraints. First SK hynix and Micron due to wafer capacity limitations will prioritize high-margin DRAM in 2026 resulting in limited NAND expansion. Second U.S. export controls on manufacturing equipment for Korean memory plants in China have blocked Samsung and SK hynix from upgrading their capacity in China. Third leading companies are focusing on 3D NAND technology migrationsuch as moving to higher layer countsrather than adding new capacity so global NAND capacity growth in 2026 is expected to be only 5%. Amid" [X Link](https://x.com/jukan05/status/1988064615478263837) 2025-11-11T02:01Z 46.6K followers, 30.2K engagements "Samsung Electronics Samsung Electro-Mechanics Ibiden and Shinko Denki pushing ahead with cooperation on glass substrates commercialization under careful consideration It has been learned that Samsung Electronics is in discussions on cooperation in the next-generation technology of semiconductor glass substrates with two Japanese substrate companies including its key affiliate Samsung Electro-Mechanics. However the cooperation among these companies is still at an early stage and it has not yet reached the point of evaluating formal samples. The analysis is that more time is needed to produce" [X Link](https://x.com/jukan05/status/1990309771925463058) 2025-11-17T06:43Z 46.6K followers, 46.7K engagements ""In addition the number of emerging VC funds focusing solely on AI is increasing while AI companies such as OpenAI and Anthropic are in effect acting like VCs themselves investing in promising startups and actively acquiring them." Has Sequoia Capitals network become unnecessary now" [X Link](https://x.com/jukan05/status/1990393364890751469) 2025-11-17T12:15Z 46.6K followers, 12.4K engagements "In times like this I really feel that SK Hynix has excellent security. When Samsung goes into a redesign the media reports it almost in real time but with Hynix not a single HBM4 issue has leaked right lol" [X Link](https://x.com/jukan05/status/1992406215352360973) 2025-11-23T01:33Z 46.6K followers, 13.6K engagements "It was written by a senior-level engineer who digs extremely deep into semiconductor architecture so it was incredibly difficult to understand. To be honest Im still not confident that I grasped even XX% of it. Still you should definitely give it a read. The analysis is truly outstanding" [X Link](https://x.com/jukan05/status/1992531992173228101) 2025-11-23T09:53Z 46.3K followers, 244.7K engagements "251124_Multi-year Demand Visibility Supports Structural Growth Outlook; Raise TP to W830k CITI Key Takeaways (1) Multi-year demand visibility supports SK Hynixs structural growth. TP raised from 770000 won 830000 won. (2) Despite extremely strong demand for server DRAM and eSSD for AI inference the memory markets supply shortage is expected to deepen as suppliers focus CAPA expansion almost entirely on HBM. (3) Global DRAM/NAND ASP growth forecasts are raised from YoY +37%/+39% to +53%/+44%. As a result SK Hynixs 2026 OP is revised up by +12%. Contents (1) We expect that in 1H26 global" [X Link](https://x.com/jukan05/status/1992749276611641671) 2025-11-24T00:17Z 46.6K followers, 30K engagements "The Information: OpenAI expects at least XXX million people to be paid ChatGPT subscribers by 2030" [X Link](https://x.com/jukan05/status/1993489690734084340) 2025-11-26T01:19Z 46.3K followers, 174.3K engagements "UBS believes the current NAND cycle will end in the third quarter of 2026. Memory stocks are usually priced in about two quarters before the cycle ends. So will NAND-related stocks peak in the first quarter of 2026" [X Link](https://x.com/jukan05/status/1993632471100150078) 2025-11-26T10:46Z 46.3K followers, 31.4K engagements "Samsung Electronics to Match SK Hynixs HBM4 Pricing Shipments Scheduled for Q2 Next Year As negotiations between Samsung Electronics and Nvidia regarding the price of HBM4 12-Hi enter the final stages attention is focused on the final unit price. While Samsung lowered the unit price for HBM3E 12-Hi for HBM4 12-Hi the company internally aims to secure the same price as SK Hynix. This is because HBM4 demand exceeds supply so there is no immediate reason to lower the unit price to supply the product. In preparation for expanded demand Samsung Electronics plans to increase its 1c DRAM capacity" [X Link](https://x.com/jukan05/status/1993835051906420967) 2025-11-27T00:11Z 46.6K followers, 19.2K engagements "Wow. According to Japanese reports Kioxia and SanDisk are planning to establish a NAND flash fab in the US via a JV. However I remain skeptical. Since cost structure is paramount in the memory sector like NAND I question whether this project can succeed in the US environment where fixed costs are high" [X Link](https://x.com/jukan05/status/1993961841106801155) 2025-11-27T08:35Z 46.6K followers, 33.7K engagements "@TShirtnJeans2 @paurooteri @rwang07 Bro thats not an SK Hynix snack. Its just a Taiwanese snack" [X Link](https://x.com/jukan05/status/1994172926082367954) 2025-11-27T22:34Z 46.6K followers, XXX engagements "Samsung Electronics Fired Up on HBM. SK Hynix's 'Iron Fortress' Shaken Interpretations are emerging that SK Hynix's stronghold is shaking due to Samsung Electronics' aggressive HBM investments. While SK Hynix has effectively monopolized the initial volume of the latest HBM products until now forecasts suggest that supply volumes will be split in the future as Samsung is rapidly expanding both its technological capabilities and capacity. Furthermore with the general upward trend in memory prices expected to persist until early next year the prevailing analysis is that the situation will become" [X Link](https://x.com/jukan05/status/1994235172867526658) 2025-11-28T02:41Z 46.6K followers, 41.1K engagements "I share that outlook as well. The view is that its unsustainable for SK Hynix to maintain the kind of overwhelming HBM technology lead it had in 2025. 'A semiconductor industry official said "By around 2028 there is a high possibility that Samsung Electronics and Micron will both overcome HBM technological barriers and share profits similarly to SK Hynix" adding "They have already caught up significantly and assuming that the technology of all major manufacturers becomes sufficient to meet Nvidia's requirements soon Samsung Electronics possessing the largest capacity among memory companies" [X Link](https://x.com/jukan05/status/1994237376101798217) 2025-11-28T02:50Z 46.6K followers, 28.2K engagements "SK Hynix Goes 'All-Out' to Expand Commodity DRAM Production Squeezing Out Every Inch of Spare Space With DRAM demand surging due to the growth of the AI industry SK Hynix is making all-out efforts to increase production next year. The company plans to utilize not only the newly expanded Cheongju M15x fab but also residual space in existing fabs advanced process migration of production lines and space within legacy fabs to the maximum extent. It is reported that SK Hynix is also reviewing plans to upgrade its existing capacity expansion targets to meet demand. According to industry sources on" [X Link](https://x.com/jukan05/status/1994343758146724093) 2025-11-28T09:52Z 46.6K followers, 52.7K engagements "Samsung has reportedly begun hiring experienced professionals at the R&D center it established in Singapore to capture the silicon photonics market which is considered a game changer in the AI semiconductor industry. The Singapore R&D center led by Vice President King-Jian Cui a former TSMC veteran is working closely with Samsung Korea and Korean media report that Samsung has gone all-in on silicon photonics by hiring former TSMC engineers in Singapore" [X Link](https://x.com/jukan05/status/1995065846587416923) 2025-11-30T09:42Z 46.6K followers, 20.6K engagements "This really makes no sense. Its absolutely impossible" [X Link](https://x.com/jukan05/status/1995096272399937659) 2025-11-30T11:43Z 46.5K followers, 219.2K engagements "@zephyr_z9 Unwind the carry trade" [X Link](https://x.com/jukan05/status/1995303757614325989) 2025-12-01T01:27Z 46.6K followers, 2092 engagements "Looking back at the semiconductor market in 2025 there were truly too many fascinating stories. The overarching theme was: AI demand-driven valuation restructuring of semiconductor infrastructure + The rewriting of value distribution across the supply chain. Starting in 2024 semiconductor infrastructure began rapidly devouring the profits of the entire IT industry. The share of semiconductor net profit (EPS) within the IT sector of the S&P XXX rose from less than XX% to XX% in just two years and it is still in a state of accelerated ascent. The overall forward-looking profit margin for" [X Link](https://x.com/jukan05/status/1995319574393442673) 2025-12-01T02:30Z 46.6K followers, 26.5K engagements "Exclusive Samsung HBM Production Capacity Surpasses Hynix for the First Time Samsung Electronics has surpassed SK Hynix in High Bandwidth Memory (HBM) production capacity rising to the industry's number one spot. This is the result of overcoming the semiconductor crisis raised last year by preemptively converting DRAM production lines to HBM lines and devoting all efforts to stabilizing yields. Driven by the explosion in AI semiconductor demand production competition between the two companies is expected to unfold even more fiercely next year. According to the industry on the 1st Samsung" [X Link](https://x.com/jukan05/status/1995429571433582897) 2025-12-01T09:47Z 46.6K followers, 21.6K engagements "Comment from Koreas IBK Securities on CXMT: "CXMT posted revenue of approximately $XXX billion (+74% QoQ +146% YoY) marking another all-time high. Driven by robust domestic demand for PCs and mobile devices coupled with the successful shipment of server DDR5 DRAM to Chinese Cloud Service Providers (CSPs) at a meaningful scale for the first time the company has achieved structural progress in terms of market diversification. This demonstrates CXMT's enhancing product qualification capabilities and increasing ecosystem penetration while also highlighting China's ambition to establish a" [X Link](https://x.com/jukan05/status/1995629569798537443) 2025-12-01T23:02Z 46.6K followers, 27.4K engagements "DDR Overshadowed by HBM. PCs Launching Next Year Face Potential Price Hike of at Least XX% Global tech giants are absorbing semiconductor products such as DRAM and flash memory as they continue their AI-related investments. Relatively smaller-scale PC memory and SSDs are being deprioritized facing rising unit prices and volume shortages. Currently the rise in memory prices is being driven by all AI-related companies. Major players have competed to announce plans to double capacity and throughput annually for the next three years. Key suppliers are also concentrating their capabilities on High" [X Link](https://x.com/jukan05/status/1995762078397989244) 2025-12-02T07:48Z 46.6K followers, 37.6K engagements "Samsung Electronics Completes HBM4 Development Entering Mass Production Preparation Stage Samsung Electronics has completed the development of its 6th generation High Bandwidth Memory (HBM4) and is entering a full-scale mass production system. According to the semiconductor industry on the 2nd Samsung Electronics' DS (Device Solutions) Division's Memory Business Unit completed the PRA (Production Readiness Approval) for HBM4 on this day. PRA is the sixth stage in the semiconductor development process and is the final step before the ultimate mass production approval. PRA approval can be seen" [X Link](https://x.com/jukan05/status/1995765754503839794) 2025-12-02T08:03Z 46.6K followers, 35.6K engagements "Can someone convince me why the U.S. government is investing in xLight Its not even China were talking about so why does the U.S. need to develop its own EUV From my perspective putting $XXX million into xLight is the same as flushing money down the toilet" [X Link](https://x.com/jukan05/status/1995815476778467662) 2025-12-02T11:21Z 46.6K followers, 20.4K engagements "Exclusive Samsung to Supply 'Half' of NVIDIA's SOCAMM X Volume Next Year It has been confirmed that Samsung Electronics plans to supply more than half of the total volume of the 2nd generation SOCAMM (SOCAMM 2) to NVIDIA next year. SOCAMM is NVIDIA's new DRAM module often referred to as the "second HBM" (High Bandwidth Memory). It is analyzed that Samsung Electronics has secured the work as the primary supplier overtaking Micron Technologywhich previously held the advantage in the existing SOCAMM supply chainby securing stable yield and performance in the 10nm-class 6th generation (1c) DRAM" [X Link](https://x.com/jukan05/status/1995981547015737835) 2025-12-02T22:20Z 46.6K followers, 18.9K engagements "Samsung and Broadcom are working closely on HBM4 while SK Hynix has received redesign feedback. While Samsung Electronics is in the process of supplying High Bandwidth Memory (HBM) to Broadcom the world's largest Application Specific Integrated Circuit (ASIC) design company it has been reported that the company recently recorded results exceeding expectations in quality and performance tests for its next-generation HBM. Furthermore analysis suggests that Samsungs interests align well with Broadcom which requires cost-effectiveness and custom AI semiconductor designs as Samsung highlights its" [X Link](https://x.com/jukan05/status/1995982352657625267) 2025-12-02T22:24Z 46.6K followers, 29.9K engagements "What do you mean by saying Intel surged because of me Haha. Do you really think an anonymous account like mine can move a stock price" [X Link](https://x.com/jukan05/status/1996002990071972146) 2025-12-02T23:46Z 46.5K followers, 19.2K engagements "Bernsteins modeling says Huawei will take XX% of Chinas AI accelerator market next year" [X Link](https://x.com/jukan05/status/1996457767746629700) 2025-12-04T05:53Z 46.6K followers, 39.2K engagements "I think 2026 is a safe period. Personally I expect memory supply and demand to reach a balance around the second quarter of 2027 when SK Hynixs and Microns new fabs go into operation. By the second quarter of 2027 this will be before Rubin Ultra launches and the new fabs will be flooding the market with memory" [X Link](https://x.com/jukan05/status/1997639358292050215) 2025-12-07T12:08Z 46.8K followers, 1898 engagements "@hippo407 Its difficult for me to comment on anything related to AlChip and AWS. I do think MediaTek could win some projects" [X Link](https://x.com/jukan05/status/1997643390796632505) 2025-12-07T12:24Z 46.8K followers, 1397 engagements "@aric96748244 SK Hynix is currently my largest holding and I plan to keep holding it through 2026" [X Link](https://x.com/jukan05/status/1997643638575079810) 2025-12-07T12:25Z 46.8K followers, XXX engagements "AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner" [X Link](https://x.com/jukan05/status/1975452415718830084) 2025-10-07T06:45Z 46.8K followers, 63.5K engagements "Its honestly such an honor. Jensen Huang read the Chinese article I translated and they even shared it internally" [X Link](https://x.com/jukan05/status/1994956073078591907) 2025-11-30T02:26Z 46.8K followers, 206.3K engagements "Projections from Chinese sources on Googles TPU shipments in 2026 and 2027: Total TPU shipments next year are expected to exceed X million units. V5: X million units V6: Adjusted down from X million units to 400000 units V7: X million units There are rumors that V8 might be pulled forward but Google is reportedly hesitant as accelerating V8 would require massive resource allocation. Combined shipments of V7 and V8 in 2026 are expected to exceed XXX million units. Shipments of Googles TPUs at V7 or above are expected to surpass X million units in 2027" [X Link](https://x.com/jukan05/status/1995374555129319532) 2025-12-01T06:09Z 46.8K followers, 100.1K engagements "Its not at all surprising that SMICs N+2 yield is only about XX% for the Cambricon XXX. As long as they rely on multi-patterning their yields will inevitably stay low and raising them will be extremely difficult" [X Link](https://x.com/jukan05/status/1996485395924812179) 2025-12-04T07:43Z 46.8K followers, 43.3K engagements "FADU a South Korean SSD Controller Company "Leaping to Become a Data Center Chip Specialist.CXL and HBF Business Viability Questionable" South Korean fabless company FADU has unveiled a blueprint to transform into a data center semiconductor specialist. The strategy is to lower data center TCO (Total Cost of Ownership) using the existing SSD controller business and the new PMIC (Power Management IC) business as two main pillars. Conversely the company plans to minimize development risk by selectively approaching technologies with unclear market potential such as CXL (Compute Express Link) and" [X Link](https://x.com/jukan05/status/1996522376641544518) 2025-12-04T10:10Z 46.8K followers, 70.4K engagements "Just in: Japanese newspaper Yomiuri reported that Chinas export permit process for rare earths destined for Japanese companies is taking longer than usual" [X Link](https://x.com/jukan05/status/1997484896315744607) 2025-12-07T01:54Z 46.8K followers, 37.1K engagements "If every CEO were like Hock Tan it would be wonderful. Broadcom investors must be very reassured. Imagine having a CEO who is so focused on extreme cost-cutting" [X Link](https://x.com/jukan05/status/1997813691853722054) 2025-12-07T23:41Z 46.8K followers, 269.7K engagements "What I dont understand is that when exporting the H200 to China the export tax increased to XX% which is XX% higher than the XX% applied to the H20. Whats the reason for this" [X Link](https://x.com/jukan05/status/1998169263421747565) 2025-12-08T23:14Z 46.8K followers, 29.1K engagements "@teortaxesTex Isnt that too high I think itll be around 40000 to 50000 dollars" [X Link](https://x.com/jukan05/status/1998247121603137655) 2025-12-09T04:23Z 46.8K followers, 40.4K engagements "Which software companies will AI bring down JPMorgan: You can see it at a glance in this chart JPMorgans latest research report shows that AI is reshaping the competitive landscape of the software industry and that many traditional software giants face the risk of being upended by AI. This Wall Street investment bank introduced the industrys first AI Cliff assessment framework and through nine dimensions quantified software companies vulnerability to provide investors with a clear risk map of the sector. In early 2025 amid market sentiment shaped by tariff concerns and corporate budget" [X Link](https://x.com/jukan05/status/1980588571804463481) 2025-10-21T10:54Z 46.7K followers, 53.1K engagements "I didnt expect Xi Jinping to dislike Korean makgeolli this much lol. Hes making such a Whawhat is this kind of face. (Makgeolli = traditional Korean rice wine)" [X Link](https://x.com/jukan05/status/1984811453887697167) 2025-11-02T02:35Z 46.7K followers, 2M engagements "@Tientientien121 Buy" [X Link](https://x.com/jukan05/status/1997648908051259563) 2025-12-07T12:46Z 46.7K followers, XXX engagements "AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to" [X Link](https://x.com/jukan05/status/1940903893556514936) 2025-07-03T22:42Z 46.8K followers, 21.3K engagements "From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X" [X Link](https://x.com/jukan05/status/1966102268404707368) 2025-09-11T11:31Z 46.8K followers, 21.2K engagements "As far as I know xAI is also interested in TPUs. Why do you think Musk wouldnt be interested in TPUs" [X Link](https://x.com/jukan05/status/1994652778397143135) 2025-11-29T06:20Z 46.8K followers, 24.7K engagements "Has crypto entered a bear market If so will equities also enter a bear market" [X Link](https://x.com/jukan05/status/1995306221575016808) 2025-12-01T01:37Z 46.8K followers, 26.9K engagements "Exclusive Samsung Semiconductor Division Notifies Rejection of Memory LTA with Galaxy Division Samsung Electronics' Device Solutions (DS) division has rejected a request for a long-term supply of memory semiconductors from the Mobile eXperience (MX) division which produces smartphones. This decision comes as Samsung Semiconductor moves to maximize profitability by reorganizing its production lines around high-margin products such as High Bandwidth Memory (HBM) for AI accelerators and Low Power DDR (LPDDR) for mobile devices. The MX division facing the launch of the Galaxy S26 early next year" [X Link](https://x.com/jukan05/status/1995391623489077362) 2025-12-01T07:16Z 46.8K followers, 177.7K engagements "Morgan Stanley analyst Charlie Chan stated that he has detected supply-chain signals pointing to increased TPU purchasing in 20272028 and based on this he now expects X million TPUs to be produced in 2027 and X million in 2028" [X Link](https://x.com/jukan05/status/1995416100998467898) 2025-12-01T08:54Z 46.8K followers, 147.9K engagements "Breaking) According to a report by TrendForce Dell has issued a notice regarding price increases to its customers. Industry sources anticipate that Dell will implement a price hike of at least 1520% which could take effect as early as mid-December. Additionally Lenovo has also begun informing customers of its price increase plans with price adjustments scheduled to apply starting in early 2026 as market pressure mounts" [X Link](https://x.com/jukan05/status/1996864351551344854) 2025-12-05T08:48Z 46.8K followers, 128.6K engagements "SK Hynix Pursues Localization of Japanese-Monopolized EUV Photoresist. Partners with Dongjin Semichem SK Hynix has embarked on the localization of Extreme Ultraviolet (EUV) photoresist (PR) a market dominated by Japan. This move aims to strengthen the supply chain for essential advanced semiconductor materials while simultaneously enhancing semiconductor manufacturing competitiveness. According to industry sources on the 7th it has been identified that SK Hynix has begun developing high-performance EUV PR in cooperation with Dongjin Semichem. The goal is not only to replace the EUV PR" [X Link](https://x.com/jukan05/status/1997606028452757822) 2025-12-07T09:56Z 46.8K followers, 150.1K engagements "Im currently researching autonomous driving and one thing that really surprised me is that even as Waymo and Tesla robotaxis are being deployed in the US we havent seen major headlines about taxi drivers or Uber drivers going on strike or showing strong resistance. Is the pushback still small because its early Or are Americans simply accepting the new technology as something inevitable" [X Link](https://x.com/jukan05/status/1998224475331146226) 2025-12-09T02:53Z 46.8K followers, 28.7K engagements "@neiltwitz Well I dont really have much hope for the homegrown Korean autonomous-driving companies" [X Link](https://x.com/jukan05/status/1998228012446486609) 2025-12-09T03:07Z 46.8K followers, XXX engagements "It just so happens that Morgan Stanley is projecting Chinas AI-GPU self-sufficiency ratio to reach XX% by 2027" [X Link](https://x.com/jukan05/status/1998353623835656540) 2025-12-09T11:26Z 46.8K followers, 17.7K engagements "Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030" [X Link](https://x.com/jukan05/status/1920655919894929809) 2025-05-09T01:43Z 46.7K followers, 4392 engagements "GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating" [X Link](https://x.com/jukan05/status/1921770409927549247) 2025-05-12T03:32Z 46.7K followers, 30.1K engagements "META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()" [X Link](https://x.com/jukan05/status/1935102049299079335) 2025-06-17T22:27Z 46.6K followers, 11.6K engagements "Recent Trends and Future Outlook in the AI Server Sector By WT NVIDIAs GB200 NVL72 shipments are ramping steadily. Shipments reached around 0.5K cabinets in Q1 2025. WT forecasts Q2Q4 shipments of 4.0K 8.1K and 11.3K cabinets respectively totaling about 24K units for 2025 aligning with market expectations of 2126K. WT's research indicates ODM shipments are stabilizing but CSP design revisions have hindered rapid volume increases. Currently only Corewave OpenAI and Oracle are receiving shipments smoothly. Thanks to accumulated experience 3231 Wistron has significantly better quality in sub-L10" [X Link](https://x.com/jukan05/status/1942028012075246065) 2025-07-07T01:08Z 46.7K followers, 32.3K engagements "Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026 Unimicron Technology said AI-related products will account for more than XX% of its 2025 revenue and could surpass XX% in 2026. However near-term profitability is under pressure due to a stronger New Taiwan dollar a shortage of low-CTE fiberglass fabric and persistent weakness in consumer electronics. The company expects gross margin to stay soft in the third quarter of 2025 with recovery likely in the second half of 2026. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish" [X Link](https://x.com/jukan05/status/1951116925674873290) 2025-08-01T03:04Z 46.6K followers, 27.1K engagements "Marvell wins OpenAI inference ASIC order $MRVL" [X Link](https://x.com/jukan05/status/1955831984850395568) 2025-08-14T03:20Z 46.6K followers, 59K engagements "According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL" [X Link](https://x.com/jukan05/status/1955844621705339196) 2025-08-14T04:11Z 46.6K followers, 42.5K engagements "Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA" [X Link](https://x.com/jukan05/status/1967810540035768448) 2025-09-16T04:39Z 46.6K followers, 30.7K engagements "- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3" [X Link](https://x.com/jukan05/status/1969946959780938237) 2025-09-22T02:08Z 46.7K followers, 59.8K engagements "The increasing adoption of hybrid bonding is also worth noting. Thats the reason Im bullish on BESI" [X Link](https://x.com/jukan05/status/1970330663015547159) 2025-09-23T03:33Z 46.6K followers, 13.6K engagements "YMTC plans to enter the DRAM business including HBM Reuters" [X Link](https://x.com/jukan05/status/1971094530326921419) 2025-09-25T06:08Z 46.7K followers, 75.4K engagements "Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is" [X Link](https://x.com/jukan05/status/1973640639263941036) 2025-10-02T06:46Z 46.6K followers, 24.1K engagements "The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years" [X Link](https://x.com/jukan05/status/1973718462003622297) 2025-10-02T11:55Z 46.7K followers, 42.3K engagements "NVIDIAs Taiwan headquarters construction projects T17 and T18 have been suspended due to political controversy and procedural issues. The MOU between NVIDIA and Shin Kong Life Insurance has expired and three possible paths are being discussed: (1) signing a new agreement (2) proceeding with construction first and relocation later or (3) terminating the contract. NVIDIA strongly opposes the build first move later approach insisting that it must directly oversee design and construction to ensure quality control as third-party involvement would make responsibility unclear" [X Link](https://x.com/jukan05/status/1974744650138460213) 2025-10-05T07:53Z 46.6K followers, 28.7K engagements "Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of" [X Link](https://x.com/jukan05/status/1975058847632069087) 2025-10-06T04:41Z 46.6K followers, 7838 engagements "Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market" [X Link](https://x.com/jukan05/status/1977301691839230406) 2025-10-12T09:13Z 46.7K followers, 31.5K engagements "FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate" [X Link](https://x.com/jukan05/status/1977344646952198474) 2025-10-12T12:04Z 46.7K followers, 770.9K engagements "Exclusive Samsung Electronics President Song Jae-hyeok voices confidence in a foundry revival at a Presidential Office meeting 2nm mass production is proceeding smoothly At a meeting on semiconductor industry issues chaired by Kim Yong-beom Policy Chief at the Presidential Office and attended by major domestic semiconductor and equipment companies including Samsung Electronics and SK hynix Song Jae-hyeokthe President and Chief Technology Officer (CTO) of Samsungs Device Solutions (DS) Divisionwas said to have expressed confidence in reviving Samsung Electronics foundry (contract semiconductor" [X Link](https://x.com/jukan05/status/1980520653314019809) 2025-10-21T06:24Z 46.7K followers, 43.1K engagements "Update on Alchip (3661) Trn3 and new customer developments X. Reconfirmation of Trn3 schedule In a recent closed-door meeting the company reaffirmed that the Trn3 timeline remains unchanged. Trn3-1: Tape-out in Q1 2025 mass production in Q1 2026 Trn3-2: Tape-out in Q3 2025 mass production in Q2 2026 X. AWS Trn3 2026 shipment confirmed Alchip currently has a confirmed order volume of at least X million units for AWSs Trn3 project in 2026. Unit price: $3000 per chip Estimated revenue contribution of at least $X billion in 2026 X. 2026 Trn3 volume exceeds market expectations TSMC has agreed to" [X Link](https://x.com/jukan05/status/1980563978725343320) 2025-10-21T09:17Z 46.7K followers, 17.1K engagements "According to Korean media reports Korean companies are making a large-scale entry into SK hynixs HBM4 test equipment supply chain. Thats a negative development for Advantest" [X Link](https://x.com/jukan05/status/1981524615454478462) 2025-10-24T00:54Z 46.7K followers, 18.4K engagements "@superhoogie There are a lot of rumors that local Taiwanese fiberglass companies might enter Nitto Bosekis (Nittobos) territory. What do you think" [X Link](https://x.com/jukan05/status/1981573572272501246) 2025-10-24T04:08Z 46.6K followers, XXX engagements "Winbond Electronics: The memory semiconductor industry is undergoing a structural transformation and the shortage of DDR5 DDR4 and DDR3 is expected to persist until 2027. This quarter the companys DRAM revenue shipments and prices are all expected to grow significantly with active customer demand and long-term contract inquiries. Stable growth is also anticipated to continue through 2026" [X Link](https://x.com/jukan05/status/1986202602686849294) 2025-11-05T22:42Z 46.7K followers, 11K engagements "Morgan Stanley: GB200/300 rack shipment outlook maintained (28000 units) Based on industry supply chain channel checks we maintain our forecast for total GB200/300 rack shipments in 2025 at 28000 units. Fourth-quarter shipments are expected to increase significantly to 1400015000 units representing a substantial rise compared with the 80008500 units shipped in the third quarter. Rack production in October increased by approximately X% month-over-month which enhances confidence in achieving the fourth-quarter shipment target. GB200 rack production is expected to continue through the first" [X Link](https://x.com/jukan05/status/1987834602363539719) 2025-11-10T10:47Z 46.6K followers, 114.3K engagements "3443 GUC (Global Unichip): U.S. brokers raise target price again A major U.S. investment bank has once again raised its target price revising up EPS forecasts to $XXXX / $XXXX for the next two years and applying a 57x PE multiple for next year. According to channel checks GUC is likely to participate in the design service of Teslas 3nm AI5 chip with revenue contributions expected to begin around late 2026. The project is estimated to contribute around $700800 million in revenue in 2027. In addition GUC is assisting AWS in developing an AI inference chip for smart speakers with revenue" [X Link](https://x.com/jukan05/status/1988400476224881052) 2025-11-12T00:16Z 46.6K followers, 10.2K engagements "KIS Chae Min-sook / Hwang Joon-tae Semiconductor Industry Brief: Comments on Semiconductor Stock Price Declines Fundamentals remain solid; we need to wait for the storm to pass Following Kioxias earnings shock the previous day share price pressure has spread to memory-related names that had surged in a short period and semiconductor stocks are falling on macro issues such as FX as well. Compared to the previous day: Samsung Electronics -XXX% SK hynix -XXX% PSK -XXX% Eugene Technology -XXX% with share prices across semiconductor names declining. In 4Q server DRAM prices are up about 3040% QoQ." [X Link](https://x.com/jukan05/status/1989278385353162823) 2025-11-14T10:25Z 46.7K followers, 12.5K engagements "Nvidia tightens grip on Vera Rubin cooling supply chain squeezing margins Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory. The company plans to directly select and manage suppliers for cold plates a critical liquid-cooling component according to sources familiar with the matter. Four companies are expected to be approved for the program including Cooler Master Asia Vital Components (AVC) Auras" [X Link](https://x.com/jukan05/status/1990272764926947812) 2025-11-17T04:16Z 46.7K followers, 79.7K engagements "Silicon Valleys legendary investor Ousted just three years after taking the helm Are VC networks no longer necessary in the age of AI Roelof Botha the managing partner leading Sequoia Capital a famous Silicon Valley venture capital (VC) firm in the United States was dismissed earlier this month. In a letter posted online on the 5th (local time) Botha said I am passing the baton to Sequoias new stewards adding Since 1972 Sequoia has undergone generational transitions whenever the team was ready to take on new challenges. That time has now come for me as well. This came about three years after" [X Link](https://x.com/jukan05/status/1990393142668079168) 2025-11-17T12:14Z 46.7K followers, 23.3K engagements "Competition to secure NAND flash heats up after DRAM Negotiations for 2027 supply also begin As growth in the artificial intelligence (AI) industry leads to a shortage in memory semiconductor supply centered on DRAM competition to secure NAND flash is also reportedly intensifying as demand surges. With production capacity at memory semiconductor companies concentrated on high-bandwidth memory (HBM) and commodity DRAM NAND supply is expected to be constrained driving NAND prices sharply higher. As next years NAND volumes are effectively sold out some big tech customers are said to have already" [X Link](https://x.com/jukan05/status/1991067128938836430) 2025-11-19T08:52Z 46.7K followers, 46.1K engagements "Why is everyone only watching NVIDIA and Oracles CDS Goldman Sachs: The private credit (non-bank private lending) market is blowing up While the entire markets attention is fixated on the CDS (credit default swaps) of NVIDIA and Oracle and on the AI frenzy Wall Street veterans are sounding the alarm. They argue that the real risk is growing in a completely different place. Rich Privorotsky head of Goldman Sachs Delta-One business put it bluntly in a recent report: Perhaps what we should be paying more attention to is Blue Owl (OWL) and Capital One (COF). As Blue Owl one of the hottest large" [X Link](https://x.com/jukan05/status/1991733797524762701) 2025-11-21T05:01Z 46.6K followers, 96K engagements "U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in 2026 expected to increase only around XX% compared with 2025 As the United States tightens controls on exports of advanced semiconductor equipment to China there is analysis that the expansion of capital expenditure by Chinese semiconductor companies such as ChangXin Memory Technologies (CXMT) will be constrained. Although the Chinese government anticipating U.S. export controls is going all out to localize semiconductor equipment the prevailing view is that new capacity additions will be limited due to" [X Link](https://x.com/jukan05/status/1991783196711874940) 2025-11-21T08:18Z 46.7K followers, 44.9K engagements "Pinduoduo has started offering services for Korea Now you can place orders on Pinduoduo without using a forwarding service since they ship directly to Korea. But everything is in Chinese so placing an order is extremely difficult" [X Link](https://x.com/jukan05/status/1992038756623503500) 2025-11-22T01:13Z 46.7K followers, 11.8K engagements "Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027 with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier challenging Nvidia's dominance and securing the second spot in the AI accelerator market. Shifting market dynamics Industry experts analyze that if confirmed this development will shift the AI computing power market shares presenting" [X Link](https://x.com/jukan05/status/1994274202585866583) 2025-11-28T05:16Z 46.7K followers, 29.2K engagements "@OmerCheeema My pick: Infineon MTK" [X Link](https://x.com/jukan05/status/1994383349260128598) 2025-11-28T12:30Z 46.7K followers, 7311 engagements "@zephyr_z9 Chinese players can't buy bonding equipment for HBM Hanmi Semiconductor is still selling bonding equipment to China. And Japanese materials and components companies are still selling to China as well" [X Link](https://x.com/jukan05/status/1995037654241743334) 2025-11-30T07:50Z 46.7K followers, 2980 engagements "So how big is the gap between China and the U.S. now In some metrics it even feels like China is ahead" [X Link](https://x.com/jukan05/status/1995456697351962777) 2025-12-01T11:35Z 46.6K followers, 79.7K engagements "Very interesting. It seems NVIDIAs B40 production is being cut. And apparently China is using 5090 gaming graphics cards and Hopper instead haha. $NVDA" [X Link](https://x.com/jukan05/status/1995667712903991369) 2025-12-02T01:33Z 46.6K followers, 27.1K engagements "Very interesting. GFHK believes Intel could win projects on 14A for Apples non-Pro smartphone SoC Nvidia and AMDs server projects and a Tier-1 Ethernet switch vendor. $INTC" [X Link](https://x.com/jukan05/status/1995705226188521479) 2025-12-02T04:02Z 46.6K followers, 44.3K engagements "Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25 Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM modules mainly for server customers in the fourth quarter of 2025 slightly easing shortages but leaving many smaller buyers struggling amid soaring costs. DRAM and NAND prices surge sharply in November November spot market prices for both DRAM and NAND Flash showed significant increases. Notably DDR5 prices rose substantially for two" [X Link](https://x.com/jukan05/status/1996104860459225119) 2025-12-03T06:30Z 46.7K followers, 17.4K engagements "Everyone is basically begging the manufacturers to get memory right now- RTRS" [X Link](https://x.com/jukan05/status/1996113836181692615) 2025-12-03T07:06Z 46.7K followers, 69K engagements "This is exactly what Im concerned about. Memory prices cannot rise indefinitely nor should they. Right now hyperscalers are absorbing the surge in memory prices but how long can they keep doing that Ive been thinking for a while that a shortage in memory semiconductors could eventually lead to a slowdown in AI investment" [X Link](https://x.com/jukan05/status/1996114346901148151) 2025-12-03T07:08Z 46.7K followers, 64.5K engagements "@ALPHABIGDOG2 People in Taiwan arent taking the possibility of a Chinese invasion seriously. Theyve grown numb to it. And without Taiwan does TSMC even have meaning" [X Link](https://x.com/jukan05/status/1997638249343221865) 2025-12-07T12:04Z 46.7K followers, XXX engagements "@zephyr_z9 Ive lost interest in dating. Other than working nothing really excites me anymore. I barely even play video games these days" [X Link](https://x.com/jukan05/status/1997642319776940321) 2025-12-07T12:20Z 46.7K followers, 6416 engagements "@ryanTesling Nvidia is cheap right now. I dont have a view on Meta" [X Link](https://x.com/jukan05/status/1997647175002530063) 2025-12-07T12:39Z 46.7K followers, 1049 engagements "Apple Product Timeline by Jeff Pu GF Securities Hong Kong" [X Link](https://x.com/jukan05/status/1934164078702076095) 2025-06-15T08:20Z 46.7K followers, 29.6K engagements "Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)" [X Link](https://x.com/jukan05/status/1966427611992867043) 2025-09-12T09:04Z 46.7K followers, 13.4K engagements "I guess theres a reason Google is using EMIB for its TPUs. My Chinese partner who I collaborate with just had an expert call with a Google TPU specialist and the TPU numbers mentioned there are actually higher than Fubons estimates lol. Does that even make sense" [X Link](https://x.com/jukan05/status/1994338826131501276) 2025-11-28T09:33Z 46.7K followers, 99.6K engagements "7 Predictions for the Next X Years - Prohibition of US companies using Chinese open-source LLMs - US government sanctions against Chinese autonomous driving companies - US tariffs and sanctions on Chinese legacy semiconductor foundries - Export restrictions on advanced packaging equipment to China (specifically for Hybrid Bonding and HBM) - The US restricting Japan's export of semiconductor materials and components to China - US demands for divestiture or sanctions regarding Chinese Big Tech's overseas operations (similar to the forced sale of TikTok) - Restrictions on US participation in" [X Link](https://x.com/jukan05/status/1995029817197199765) 2025-11-30T07:19Z 46.7K followers, 87.2K engagements "Exclusive Samsung Succeeded in Turnaround. Supplied 'Over 60%' of HBM for Google It has been confirmed that Samsung Electronics supplied "more than 60%" of the total High Bandwidth Memory (HBM) volume for Google through Broadcom this year. This is analyzed to be the result of boosting HBM3E (5th generation HBM) performance through the redesign of DRAM used in HBM and increasing supply volumes to key customers. Google develops its own AI accelerator called the TPU (Tensor Processing Unit) through Broadcom which specializes in custom semiconductor design for clients. Regarding "HBM4" (6th" [X Link](https://x.com/jukan05/status/1995261108203266269) 2025-11-30T22:38Z 46.7K followers, 37.4K engagements "Samsung Enters Final Evaluation Phase for NVIDIA-bound HBM4 Samsung Electronics is entering the final stage of supplying HBM4 (6th Generation High Bandwidth Memory) to NVIDIA. It is understood that starting this month the company will begin the process of packaging and testing actual AI chips with final HBM samples. While Samsung Electronics has achieved significant progress in HBM4 performance and yield improvement evaluations suggested that it was too early to guarantee the possibility of timely commercialization. This is because they had not yet undergone testing with the sufficient volume" [X Link](https://x.com/jukan05/status/1996106000030728500) 2025-12-03T06:35Z 46.7K followers, 15.3K engagements "@JEONwh7859 I think SK Hynix can reach 800000 KRW" [X Link](https://x.com/jukan05/status/1997651954290270599) 2025-12-07T12:58Z 46.7K followers, XXX engagements "Galaxy S26 gets first wireless-charging upgrade in six years Ultra to support 25W Samsung is upgrading the wireless-charging performance of its flagship Galaxy S26 series which it will launch early next year. According to industry sources on the 11th Samsung plans to equip the Galaxy S26 Ultra with 25-watt (W) wireless charging and the Standard and Plus models with 20W wireless charging. An industry source familiar with the matter said Whereas the previous S25 series supported 15W wireless charging across all models next years models will come with faster wireless charging. In theory 25W can" [X Link](https://x.com/jukan05/status/1988127441794330697) 2025-11-11T06:11Z 46.8K followers, 177.1K engagements "I pushed it to about 4200 characters doing my best to pack in as much detail as possible lol. About half of it is free to read. Even that half alone is packed with content and definitely worth your time so please make sure to check it out" [X Link](https://x.com/jukan05/status/1989949103414153324) 2025-11-16T06:50Z 46.7K followers, 237K engagements "Doosan semiconductor materials X trillion won in Nvidia sales locked in EMC fails GB300 qualification Doosans Electronic Business Group (BG) which has been enjoying the AI semiconductor boom thanks to its high-quality copper-clad laminates (CCL) is expected to generate more than X trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. X CCL maker recently failed to clear Nvidias quality verification for the Blackwell GB300 raising the possibility that Doosan could become the sole supplier of CCL for Rubin Nvidias next-generation AI" [X Link](https://x.com/jukan05/status/1991076801028984912) 2025-11-19T09:31Z 46.8K followers, 55.7K engagements "SK Hynix has moved up the timeline for adopting hybrid bonding. Hanmi Semiconductor shareholders will grit their teeth and deny it though lol" [X Link](https://x.com/jukan05/status/1992554297398304838) 2025-11-23T11:22Z 46.8K followers, 57.5K engagements "Naturally Hanmi Semiconductors hybrid-bonding solution did not pass SK Hynixs qualification tests. SK Hynix will source most of its hybrid-bonding equipment from BESI and Hanwha" [X Link](https://x.com/jukan05/status/1992555698820157612) 2025-11-23T11:27Z 46.8K followers, 25.4K engagements "Jensen is monitoring the TPUs almost in real time" [X Link](https://x.com/jukan05/status/1993117811456274875) 2025-11-25T00:41Z 46.7K followers, 375.2K engagements "TrendForce reports that Google has decided to use Intels EMIB packaging for TPU v9 and Meta is also considering adopting EMIB packaging for its own ASICs. $INTC $TSM" [X Link](https://x.com/jukan05/status/1993268666725810560) 2025-11-25T10:40Z 46.8K followers, 68.2K engagements "The Information: The Chinese government has restricted ByteDance from deploying Nvidia chips in its data centers" [X Link](https://x.com/jukan05/status/1993655347299647682) 2025-11-26T12:17Z 46.8K followers, 62.4K engagements "Rumor: Broadcom has adopted Intels EMIB and entered the back-end process of AWS Trainium X. Also Broadcom is said to be very active on Trainium X. $AVGO $INTC" [X Link](https://x.com/jukan05/status/1994327901634777224) 2025-11-28T08:49Z 46.8K followers, 73.2K engagements "My theory is that Meta deliberately leaked the story to The Information about acquiring Google's TPUs. For Meta its a classic risk-free power play. The moment Jensen Huang catches wind of Meta using Googles silicon Nvidia is likely to rush in with an investment. (They might even be negotiating as we speak.) This allows Meta to secure capital and shift from burning their own cash to potentially getting discountsor effectively buying Nvidia chips with Nvidias own money. Plus if they actually do secure Google TPUs they solve their compute shortage. It covers all bases. I wonder when other" [X Link](https://x.com/jukan05/status/1994577870950470074) 2025-11-29T01:23Z 46.8K followers, 200.3K engagements "BofA Simon Woo) Global Memory Tech What we learned this week: higher ASP but lower volume We checked memory chipmakers pricing strategies vs OEMs reactions. Key takeaways: (1) conventional DRAM supply cut to OEM customers that do not accept double-digit% price hike (vs 3Q) QTD; (2) newly growing HBM orders with more favorable 2026 contract price (minimal price cut for HBM3e 20%+ price premium for HBM4); (3) most Tier X OEMs still declined 30%+ DRAM contract price hike broadly accepted 10-20% (vs 20- 30%+ among Tier 2/white-box OEMs); (4) commodity NAND contract price hike not yet as much as" [X Link](https://x.com/jukan05/status/1994912682458452136) 2025-11-29T23:33Z 46.8K followers, 1.2M engagements "Intel to Conduct AI Packaging at Amkor's Songdo Fab in Incheon Korea Intel is pushing forward with AI semiconductor packaging at Amkor Technology's factory (fab) located in Songdo Incheon. AI packaging is a technology that Intel has previously only conducted in its own fabs making this the first time it has outsourced the process. It is noteworthy that Intel has selected a South Korean fab as a strategic base to strengthen its semiconductor supply chain. According to industry sources on the 1st it is understood that Intel has established the 'EMIB' process an advanced packaging technology at" [X Link](https://x.com/jukan05/status/1995390827246579883) 2025-12-01T07:13Z 46.8K followers, 85.1K engagements ""DRAM Supply Shortage Unlikely to Ease Until H1 2027" We will minimize oversupply risks. (Samsung Electronics) It is difficult to resolve the supply shortage until the first half of 2027. (SK Hynix) Samsung Electronics and SK Hynix which dominate approximately XX% of the global DRAM market recently expressed a cautious stance regarding the possibility of aggressive supply expansion during investor relations meetings for global investment banks (IB). With semiconductor supply shortages spreading from server applications to PC and smartphone products and considering both companies have" [X Link](https://x.com/jukan05/status/1995431391430098981) 2025-12-01T09:54Z 46.8K followers, 55.3K engagements "GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov XX Intel share price was up XX% owing to news of order win for Apples M-series in 2027. Weve highlighted the potential order win of M-series in our earlier Intel report (Belief in the Story Takes Hold on Oct 24) and indeed the progress is earlier than expected. We expect more to come and now expect the upcoming win in Apple (AAPL Buy) non-pro smartphone SoC based on Intel 14A for 2028; coupled with the likely engagement with Nvidia (NVDA Buy) and AMD (Buy)s server SKUs" [X Link](https://x.com/jukan05/status/1995707727516193158) 2025-12-02T04:12Z 46.8K followers, 98.7K engagements "Sam Altman has declared a Code Red in an internal memo The plan is to allocate more resources to improving ChatGPT with teams concentrating on features that allow more personalized interaction with ChatGPT. Other core priorities include: X. advancing the image-generation model Imagegen X. improving model behavior X. strengthening leaderboard competitiveness with systems like LM Arena X. enhancing ChatGPTs speed and stability X. reducing unnecessary refusals to harmless questions. He also mentioned plans to release a new reasoning model next week ahead of Googles Gemini X. Several projectssuch" [X Link](https://x.com/jukan05/status/1995716183509893482) 2025-12-02T04:46Z 46.8K followers, 490.3K engagements "251203_ Asian Semis: Mapping out the Advanced Back-end market for AI - JPMorgan Key Takeaways (1) CoWoS demand is expected to exceed supply until 2027. - Robust demand for GPUs/ASICs 2) N3 yield bottlenecks (due to EUV usage etc.) 3) Preparation for CoPoS. (2) The trickle-down effect to OSATs is expected to continue with high growth in the Test market fully materializing in 2026. (3) Meanwhile TSMC's CoPoS pilot line is scheduled for completion in early 2026. A follow-up on the related value chain in 2H26 is necessary ahead of the scheduled full-scale ramp-up in 2027. Contents (1) Due to the" [X Link](https://x.com/jukan05/status/1996080008838996469) 2025-12-03T04:52Z 46.8K followers, 24.6K engagements "The situation worsened in Q4 due to increased demand from large data centers and hyperscalers driven by major cloud service providers expansion plans. All major chip manufacturers are prioritizing supply for these customers which has led to price increases and extremely limited availability. Just last week alone we were notified that costs had risen by 50100%. The price-up trend continues at a very rapid pace and at an abnormal rate. This situation is expected to persist for at least the next XX months. $SNDK" [X Link](https://x.com/jukan05/status/1996105253545279875) 2025-12-03T06:32Z 46.8K followers, 81.8K engagements "SK Hynix Also Expands 'Commodity DRAM'. Adding 130000 Wafers of 1c at M14 SK Hynix is accelerating the expansion of its capacity for 10nm-class 6th generation (1c) DRAM which is used for manufacturing commodity DRAM. Until recently SK Hynix had notified major clients of a policy to reduce commodity DRAM supply in order to concentrate its production capabilities on High Bandwidth Memory (HBM). However the company appears to be partially adjusting its strategy as the price of commodity DRAM has recently shown a steep upward trend. In the securities market optimistic forecasts suggest SK Hynix's" [X Link](https://x.com/jukan05/status/1996410957879525596) 2025-12-04T02:47Z 46.8K followers, 61.4K engagements "Bernstein just put out a report saying China will be producing more domestically made AI chips than its own domestic demand by 202" [X Link](https://x.com/jukan05/status/1996434024756301906) 2025-12-04T04:18Z 46.8K followers, 61K engagements "'Another reason cited was NVIDIA. The company stated that NVIDIA which holds the dominance in the GPU ecosystem is not interested in HBF.' I guess I'll have to scrap my HBF Bull theory" [X Link](https://x.com/jukan05/status/1996531634821324943) 2025-12-04T10:46Z 46.8K followers, 22.1K engagements "Woohoo I'm hired" [X Link](https://x.com/jukan05/status/1996735134587068568) 2025-12-05T00:15Z 46.8K followers, 78.5K engagements "Morgan Stanley expects DDR4 'contract prices' to rise XXX% in Q1. And to repeat this is contract prices not spot" [X Link](https://x.com/jukan05/status/1996768449583104008) 2025-12-05T02:27Z 46.8K followers, 244.3K engagements "The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom" [X Link](https://x.com/jukan05/status/1997095372808958345) 2025-12-06T00:06Z 46.8K followers, 65.6K engagements "I was Googling my X header jukan05 and I saw someone saying Im an MU hater. Thats a bit disappointing I still recommend buying all memory stocks Micron included. Let me state once again that I am not a Micron hater" [X Link](https://x.com/jukan05/status/1997133046794027367) 2025-12-06T02:36Z 46.8K followers, 9847 engagements "I didnt know Morgan Stanley had a podcast either lol. Its not exactly crystal clear but its an episode that really makes you think. It was helpful" [X Link](https://x.com/jukan05/status/1997209919855251796) 2025-12-06T07:42Z 46.8K followers, 78.2K engagements "A Chinese Blogger's Recent Commentary on the Google TPU vs. NVIDIA GPU Debate Why Can't Broadcom Clone the Google TPU / Will Google's TPU Truly Seize NVIDIA's Market Share ------------------------------------------------------------ X. The Interface Issue Between Google and Broadcom Why does Google design the top-level architecture of the chip itself rather than outsourcing it entirely to Broadcom Why doesn't Broadcom create a public version of Google's chip design to sell to other companies Let's research this operational interface problem. Before getting to the main point let's share a" [X Link](https://x.com/jukan05/status/1997554979994026135) 2025-12-07T06:33Z 46.8K followers, 237.1K engagements "@maxlevrge I think the end of this cycle will likely come when SK Hynixs and Microns new fabs go into operation around the second quarter of 2027" [X Link](https://x.com/jukan05/status/1997647545179267350) 2025-12-07T12:41Z 46.8K followers, 1061 engagements "Exclusive SK Hynix to Launch 300-Layer Range Hybrid Bonding 'V10 NAND' Next Year It has been confirmed that SK Hynix is developing a 300-layer range NAND applying the 'hybrid bonding' process with a goal of mass production the year after next. The company's strategy is to accelerate competition in advanced NAND by fully adopting hybrid bonding following global NAND manufacturers such as Samsung Electronics China's Yangtze Memory Technologies (YMTC) and Japan's Kioxia. According to industry sources on the 8th SK Hynix is currently developing its 300-layer range 10th generation (V10) NAND. It" [X Link](https://x.com/jukan05/status/1997810660718285067) 2025-12-07T23:29Z 46.8K followers, 13.4K engagements ""Microsoft's in-house designed 3nm Cobalt XXX CPU is set to replace AMD and Intel's x86 CPUs on a large scale within its own data centers." This reminds me of a recent sell-side report I read which noted that Amazon is also replacing x86 CPUs with its custom-designed ARM CPUs in large volumes for its cloud services. Is a decline in x86 market share inevitable" [X Link](https://x.com/jukan05/status/1997836070835429757) 2025-12-08T01:10Z 46.8K followers, 103K engagements "@Mojo_flyin Do you think Xeon will remain indispensable to hyperscalers forever" [X Link](https://x.com/jukan05/status/1997838280780578816) 2025-12-08T01:18Z 46.7K followers, 2237 engagements "SK Hynix Adjusts Pace for HBM4 'Ramp-up' Next Year SK Hynix is adjusting the pace for the mass production timing of its next-generation High Bandwidth Memory HBM4 (6th generation) next year. It has been confirmed that the company recently postponed the plan to significantly increase HBM4 production starting from the end of the second quarter next year pushing it back to the third quarter. This adjustment is interpreted as a strategic move to align with NVIDIA's AI chip demand and its next-generation product release strategy. According to a report by ZDNet Korea on the 8th SK Hynix has delayed" [X Link](https://x.com/jukan05/status/1997846542926192893) 2025-12-08T01:51Z 46.8K followers, 80.8K engagements "Rubin has been delayed" [X Link](https://x.com/jukan05/status/1997847064533934132) 2025-12-08T01:53Z 46.8K followers, 110.6K engagements "@InvestorCanna SNDK-style pure-NAND players are going to take a hit in my view. That said the impact in 2026 will be fairly limited" [X Link](https://x.com/jukan05/status/1997891119422800173) 2025-12-08T04:48Z 46.8K followers, 3355 engagements "Samsung shifts focus from HBM to DDR5 modules for higher profits Samsung Electronics has shifted its internal strategy in response to intensified HBM market competition reallocating capacity toward DDR5 RDIMM modules and freeing up around 80000 DRAM wafers monthly to yield stronger profits. Soaring DDR5 prices outpace HBM margins The official price of a 64GB RDIMM has risen from about US$265 in the third quarter of 2025 to US$450 in the fourth nearly a XX% jump. DDR5 is now contributing more profit to Samsung than HBM3E and future quarterly price increases could push modules toward US$500." [X Link](https://x.com/jukan05/status/1997897553044726179) 2025-12-08T05:14Z 46.8K followers, 73.5K engagements "Well some sell-side analysts are gradually putting out expectations that Rubin will come out in the fourth quarter of next year. (This table is excerpted from todays Bernstein report.) Time will tell which one of us analysts is wrong" [X Link](https://x.com/jukan05/status/1997995826866770011) 2025-12-08T11:45Z 46.8K followers, 23.5K engagements "@JayGatsby0 I trust ZDNet Koreas reporting" [X Link](https://x.com/jukan05/status/1997997277882053008) 2025-12-08T11:50Z 46.8K followers, XXX engagements "Bernsteins highly important commentary on OpenAIs capital expenditures: Following the initial wave of enthusiasm investors have begun to question OpenAI's financial capacity to fulfill these commitments. According to The Information OpenAIs revenue in 1H25 was only $4.3B and targets a full-year revenue of US$13B and cashburn target of US$8.5B. Although the company projects annual revenue to reach $200B by 2030 and start making a profit in 2029 its purchase commitments over the next 5-7 years have a total of over one trillion dollars based on Exhibit X. But Bernsteins Global software team" [X Link](https://x.com/jukan05/status/1998029776322499010) 2025-12-08T13:59Z 46.8K followers, 67.4K engagements "Interesting. A magnitude-5 earthquake just hit Kitakami City in Iwate Prefecture where Kioxias fab is located. Im curious whether this will affect NAND supply" [X Link](https://x.com/jukan05/status/1998047053876977696) 2025-12-08T15:08Z 46.8K followers, 23.6K engagements "Its a flawless report. I fully agree with this outlook. "As incremental supply converges with moderating demand growth the current scarcity premium should erode with ASPs likely beginning to drift lower from C2H26 (per JPMe) and industry gross margins compressing setting up a traditional downcycle by 2027-2028. AI-driven storage demand and the temporary diversion of competitor capex toward HBM may prolong this upcycle versus prior 2-3 year cycles but not indefinitely in our view."" [X Link](https://x.com/jukan05/status/1998213178556301539) 2025-12-09T02:08Z 46.8K followers, 17.3K engagements "I think the H200 is going to sell like crazy in China. The H20E was priced at 18000 dollars per chip. How much do you think the H200 will sell for in China" [X Link](https://x.com/jukan05/status/1998246244700074211) 2025-12-09T04:20Z 46.8K followers, 99.4K engagements "@TShirtnJeans2 I heard they were trading in the range of 14000 to 18000 dollars" [X Link](https://x.com/jukan05/status/1998247614257729541) 2025-12-09T04:25Z 46.8K followers, 1567 engagements "Exclusive SK Hynix to List Treasury Shares on U.S. Stock Market as 'Value-Up Card' SK Hynix is pushing a plan to list its treasury shares on the U.S. stock market in the form of American Depositary Receipts (ADRs). This decision stems from the judgment that if ADRs are traded in the U.S. market the company's value can be re-evaluated to levels comparable to competitors such as Micron. According to the investment banking (IB) industry on the 9th it is understood that SK Hynix has received various proposals from overseas investment banks regarding the listing of XXX% of its treasury shares" [X Link](https://x.com/jukan05/status/1998317825337811092) 2025-12-09T09:04Z 46.8K followers, 127.6K engagements "This is kind of funny lol. Theyre saying they wont take unlimited H200s theyll accept them with limited access" [X Link](https://x.com/jukan05/status/1998346765259407650) 2025-12-09T10:59Z 46.8K followers, 12.1K engagements "Esol the Korean EUV Photomask Inspection Firm That Broke Carl Zeiss's Monopoly Pursues KOSDAQ IPO Esol the only semiconductor equipment company in Korea to successfully commercialize Extreme Ultraviolet (EUV) equipment is challenging for a listing on the KOSDAQ market. Esol has succeeded in localizing verification equipment for photomasks (quartz or glass plates used to engrave fine patterns onto semiconductor wafers) utilized in the semiconductor lithography process. As the competitiveness of the domestic semiconductor "materials parts and equipment" ecosystem rises there has been a recent" [X Link](https://x.com/jukan05/status/1998360810196767228) 2025-12-09T11:55Z 46.8K followers, 15.8K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@jukan05 Jukan
No specific information about "Jukan" was found in the provided tweets. However, the conversation seems to be about the tech industry, with topics such as AI, semiconductor companies, and memory technology. Key players mentioned include Samsung, SK Hynix, NVIDIA, and AMD, discussing their latest developments and market trends.
Engagements: XXXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +250%
- X Year XXXXXXXXXX +80,282%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +84%
- X Year XXXXX +5,951%
Followers: XXXXXX #
- X Week XXXXXX +3.30%
- X Month XXXXXX +19%
- X Months XXXXXX +134%
- X Year XXXXXX +2,932%
CreatorRank: XXXXXX #
Social Influence
Social category influence technology brands XXXXX% stocks #1952 finance #1098 countries #5127 currencies #1154 travel destinations XXXX% products XXXX% vc firms XXXX% automotive brands XXXX% celebrities XXXX%
Social topic influence ai 10.82%, samsung #639, dram #17, china #265, $005930ks #2, $googl #1540, $000660ks #1, investment 2.61%, taiwan #987, meta XXXX%
Top accounts mentioned or mentioned by @tshirtnjeans2 @discountedbtc @ascrmmc @grok @zephyrz9 @_thejasonc @c3piox @tientientien121 @zephyr_z9 @zackeiseman @judechrist44 @zoomyzoomm @jeonwh7859 @zeroseerer @hanchouhsu @analysisop @congoapd @lithosgraphein @formosakg @hassankhan
Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Goldman Sachs (GS) ON Semiconductor, Corp. (ON) Intel Corporation (INTC) Microsoft Corp. (MSFT) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Micron Technology, Inc. (MU) Dell Technologies, Inc. (DELL) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last XX hours
"SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee (IRC) meeting in October but the schedule was slightly delayed due to holidays and personnel changes. Considering the construction timeline of the M15X fab equipment deliveries are expected to begin sequentially early next year. Although there had been some friction during recent price negotiations SK hynix has finalized"
X Link 2025-11-12T02:37Z 46.8K followers, 93.1K engagements
"Samsung HBM4 Final Approval for Google TPU. "Next Year's Supply Contract Completed" Samsung Electronics has finally passed the qualification test (Qual Test) for HBM4 (High Bandwidth Memory) which will be mounted on Google's next-generation AI chip the Tensor Processing Unit (TPU) and has completed the supply volume contract for next year. It is reported that Samsung has secured orders for more than three times the volume compared to this year including the HBM3E previously supplied. According to related industries Hock Tan Chairman and CEO of Broadcom visited South Korea earlier this week"
X Link 2025-12-04T02:42Z 46.8K followers, 71K engagements
"How should we interpret this The fact that Broadcom requested HBM4 for 2026 suggests that TPU v8 is likely to come out in late 2026. Even though the volume wont be large. I was the first in the industry to share this with clients. Check my Substack post titled TPU Expert Call. Another point is that TPU v8 contrary to what some sell-side analysts are predicting is competitive with VR thanks to its use of HBM4"
X Link 2025-12-04T03:02Z 46.8K followers, 28.7K engagements
"Micron fanboys keep insisting with absurd arguments that Micron will take a significant share of Googles TPU HBM demand.🤡 Maybe they should at least read some sell-side research first theyd realize they could never say something like that"
X Link 2025-12-04T07:57Z 46.8K followers, 19.1K engagements
"Launch of 'Yongin Project' Set to Grow to $XXX Billion SK Expands Wafer Production Capacity to 700000 Sheets/Month SK Hynix is investing an astronomical sum totaling XXX trillion KRW ($400 billion) to build the Yongin Semiconductor Cluster. Although the total investment was initially estimated at XXX trillion KRW ($81 billion) it has increased more than fivefold due to the cleanroom size expanding by over XX% combined with rising raw material costs and exchange rate effects. As this is a long-term project continuing until 2050 the investment cost at the time of constructing the final 4th"
X Link 2025-12-04T11:00Z 46.8K followers, 17.1K engagements
"One thing worth pointing out is that the general public still doesnt care about on-device AI. Look at how Apples iPhone XX is selling like crazy worldwide even though Samsung has Googlethe strongest AI company todayon its side. And Apple is currently the weakest in AI among the big tech firms. Theyre pushing something like Apple Intelligence which feels like a joke. I dont think on-device AI will move next years capex even a little"
X Link 2025-12-07T07:33Z 46.8K followers, 32.1K engagements
"Ill be opening an Ask Me Anything for the next hour. As long as its not related to any NDAs Ill answer as much as I can"
X Link 2025-12-07T11:54Z 46.8K followers, 34.2K engagements
"We are so fked lol UBS: "Recent discussions with NAURA and the China WFE supply chain suggest NAURA may have made significant progress in 90:1 high-aspect ratio etching potentially enabling 300+ layer 3D NAND flash production. This could represent an incremental market opportunity of hundreds of millions or billions of dollars if NAURA ultimately receives orders from domestic NAND flash customers. Furthermore considering positive feedback on China's advanced logic demand we see further upside to NAURA's revenue from domestic advanced logic customers. Thus we have raised our 2026/2027 WFE"
X Link 2025-12-08T02:17Z 46.8K followers, 186.4K engagements
"I'm genuinely curious about this haha. Even the power consumption of VR is so high that all kinds of thermal solutions are being considered right now. The TDP of the Feynman chip is expected to reach a staggering 6000W. Is this even possible What kind of thermal revolution must occur for the Feynman chip"
X Link 2025-12-08T05:09Z 46.8K followers, 33.8K engagements
"Amazon laid off 30000 employees today an even larger cut than during the industry contraction in 2022. The reason is simple: They dont have enough capex left to buy GPUs. As a result AWS growth has slowed the market has punished them harshly and now they must cut salaries to save money for GPU purchasesso the financials look better and they can tell a story of AWS growth bottoming out. Every internet company software engineer (SDE) should buy Nvidia/AMD stock as a hedgecompensating for the risk of being squeezed out of the value chain by GPUs. Entering 20242025 the main factor behind weak"
X Link 2025-10-28T08:16Z 46.8K followers, 704.8K engagements
"Rumor: SK Hynixs ADR issuance is making progress"
X Link 2025-12-08T06:15Z 46.8K followers, 139.7K engagements
"* SAMSUNG FAILED HBM3E CERTIFICATION IN JUNE NEXT CERTIFICATION EXPECTED IN SEPTEMBER- GF Securities"
X Link 2025-06-11T05:43Z 46.6K followers, 23.8K engagements
"ASIC Spec Summary by Jeff Pu GF Securities For the full report please contact me via DM"
X Link 2025-06-15T02:33Z 46.6K followers, 25.4K engagements
"CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards"
X Link 2025-07-30T00:18Z 46.6K followers, 5880 engagements
"Jeff Pu of Hong Kongs GF Securities downgraded AMD citing that the company has implemented order cuts. $AMD"
X Link 2025-08-19T03:34Z 46.6K followers, 25.3K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO"
X Link 2025-08-28T08:04Z 46.6K followers, 58.3K engagements
"GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our"
X Link 2025-09-17T06:01Z 46.6K followers, 11.1K engagements
"Samsung Electronics (005930.KS) Regaining Market Position with OP Upside from AI Inference Memory Demand CITIs View Citi raises its 2026 operating profit (OP) estimate for Samsung Electronics to XXXX trillion. This revision reflects expectations that following the aggressive AI investments by U.S. hyperscalers Chinese hyperscalers will also accelerate their AI inference infrastructure build-out. In addition the rapid surge in tokenized data generated by AI agents is expected to deepen the shortage of commodity memory. Given Samsungs solid market position in server DDR5 GDDR7 and eSSD the"
X Link 2025-10-20T23:52Z 46.4K followers, 6743 engagements
"Samsung Chairman Lee Jae-yong (live): Why are there so many iPhones here"
X Link 2025-10-30T13:13Z 46.4K followers, 894.6K engagements
"GF Securities appears to be incorrect. According to sources familiar with the matter the report that Microns HBM4 mass production has been delayed to 2027 is not true. The company is still targeting mass production in the second half of 2026 although low yield rates remain a bottleneck. However this issue does not imply a delay to 2027. I apologize for any confusion caused"
X Link 2025-11-04T02:19Z 46.6K followers, 48.4K engagements
"Hon Hai (Foxconn) a major Apple/NVIDIA server OEM in Taiwan reported October revenue of NT$895708.5 million (+7.0% MoM +11.3% YoY). - Achieved the highest monthly revenue in October driven by increasing AI server rack demand and peak season effects for the iPhone. - Cloud & Networking revenue related to AI servers grew both MoM and YoY. - However the Smart Consumer Electronics segment which includes iPhones saw a YoY revenue decline. - With AI server shipments expected to continue expanding in 4Q and ICT products entering peak season in the second half of 2025 operating performance is"
X Link 2025-11-05T08:13Z 46.6K followers, 7737 engagements
"Outlook for the 2026 NAND Market Goldman Sachs The supply side faces multiple constraints. First SK hynix and Micron due to wafer capacity limitations will prioritize high-margin DRAM in 2026 resulting in limited NAND expansion. Second U.S. export controls on manufacturing equipment for Korean memory plants in China have blocked Samsung and SK hynix from upgrading their capacity in China. Third leading companies are focusing on 3D NAND technology migrationsuch as moving to higher layer countsrather than adding new capacity so global NAND capacity growth in 2026 is expected to be only 5%. Amid"
X Link 2025-11-11T02:01Z 46.6K followers, 30.2K engagements
"Samsung Electronics Samsung Electro-Mechanics Ibiden and Shinko Denki pushing ahead with cooperation on glass substrates commercialization under careful consideration It has been learned that Samsung Electronics is in discussions on cooperation in the next-generation technology of semiconductor glass substrates with two Japanese substrate companies including its key affiliate Samsung Electro-Mechanics. However the cooperation among these companies is still at an early stage and it has not yet reached the point of evaluating formal samples. The analysis is that more time is needed to produce"
X Link 2025-11-17T06:43Z 46.6K followers, 46.7K engagements
""In addition the number of emerging VC funds focusing solely on AI is increasing while AI companies such as OpenAI and Anthropic are in effect acting like VCs themselves investing in promising startups and actively acquiring them." Has Sequoia Capitals network become unnecessary now"
X Link 2025-11-17T12:15Z 46.6K followers, 12.4K engagements
"In times like this I really feel that SK Hynix has excellent security. When Samsung goes into a redesign the media reports it almost in real time but with Hynix not a single HBM4 issue has leaked right lol"
X Link 2025-11-23T01:33Z 46.6K followers, 13.6K engagements
"It was written by a senior-level engineer who digs extremely deep into semiconductor architecture so it was incredibly difficult to understand. To be honest Im still not confident that I grasped even XX% of it. Still you should definitely give it a read. The analysis is truly outstanding"
X Link 2025-11-23T09:53Z 46.3K followers, 244.7K engagements
"251124_Multi-year Demand Visibility Supports Structural Growth Outlook; Raise TP to W830k CITI Key Takeaways (1) Multi-year demand visibility supports SK Hynixs structural growth. TP raised from 770000 won 830000 won. (2) Despite extremely strong demand for server DRAM and eSSD for AI inference the memory markets supply shortage is expected to deepen as suppliers focus CAPA expansion almost entirely on HBM. (3) Global DRAM/NAND ASP growth forecasts are raised from YoY +37%/+39% to +53%/+44%. As a result SK Hynixs 2026 OP is revised up by +12%. Contents (1) We expect that in 1H26 global"
X Link 2025-11-24T00:17Z 46.6K followers, 30K engagements
"The Information: OpenAI expects at least XXX million people to be paid ChatGPT subscribers by 2030"
X Link 2025-11-26T01:19Z 46.3K followers, 174.3K engagements
"UBS believes the current NAND cycle will end in the third quarter of 2026. Memory stocks are usually priced in about two quarters before the cycle ends. So will NAND-related stocks peak in the first quarter of 2026"
X Link 2025-11-26T10:46Z 46.3K followers, 31.4K engagements
"Samsung Electronics to Match SK Hynixs HBM4 Pricing Shipments Scheduled for Q2 Next Year As negotiations between Samsung Electronics and Nvidia regarding the price of HBM4 12-Hi enter the final stages attention is focused on the final unit price. While Samsung lowered the unit price for HBM3E 12-Hi for HBM4 12-Hi the company internally aims to secure the same price as SK Hynix. This is because HBM4 demand exceeds supply so there is no immediate reason to lower the unit price to supply the product. In preparation for expanded demand Samsung Electronics plans to increase its 1c DRAM capacity"
X Link 2025-11-27T00:11Z 46.6K followers, 19.2K engagements
"Wow. According to Japanese reports Kioxia and SanDisk are planning to establish a NAND flash fab in the US via a JV. However I remain skeptical. Since cost structure is paramount in the memory sector like NAND I question whether this project can succeed in the US environment where fixed costs are high"
X Link 2025-11-27T08:35Z 46.6K followers, 33.7K engagements
"@TShirtnJeans2 @paurooteri @rwang07 Bro thats not an SK Hynix snack. Its just a Taiwanese snack"
X Link 2025-11-27T22:34Z 46.6K followers, XXX engagements
"Samsung Electronics Fired Up on HBM. SK Hynix's 'Iron Fortress' Shaken Interpretations are emerging that SK Hynix's stronghold is shaking due to Samsung Electronics' aggressive HBM investments. While SK Hynix has effectively monopolized the initial volume of the latest HBM products until now forecasts suggest that supply volumes will be split in the future as Samsung is rapidly expanding both its technological capabilities and capacity. Furthermore with the general upward trend in memory prices expected to persist until early next year the prevailing analysis is that the situation will become"
X Link 2025-11-28T02:41Z 46.6K followers, 41.1K engagements
"I share that outlook as well. The view is that its unsustainable for SK Hynix to maintain the kind of overwhelming HBM technology lead it had in 2025. 'A semiconductor industry official said "By around 2028 there is a high possibility that Samsung Electronics and Micron will both overcome HBM technological barriers and share profits similarly to SK Hynix" adding "They have already caught up significantly and assuming that the technology of all major manufacturers becomes sufficient to meet Nvidia's requirements soon Samsung Electronics possessing the largest capacity among memory companies"
X Link 2025-11-28T02:50Z 46.6K followers, 28.2K engagements
"SK Hynix Goes 'All-Out' to Expand Commodity DRAM Production Squeezing Out Every Inch of Spare Space With DRAM demand surging due to the growth of the AI industry SK Hynix is making all-out efforts to increase production next year. The company plans to utilize not only the newly expanded Cheongju M15x fab but also residual space in existing fabs advanced process migration of production lines and space within legacy fabs to the maximum extent. It is reported that SK Hynix is also reviewing plans to upgrade its existing capacity expansion targets to meet demand. According to industry sources on"
X Link 2025-11-28T09:52Z 46.6K followers, 52.7K engagements
"Samsung has reportedly begun hiring experienced professionals at the R&D center it established in Singapore to capture the silicon photonics market which is considered a game changer in the AI semiconductor industry. The Singapore R&D center led by Vice President King-Jian Cui a former TSMC veteran is working closely with Samsung Korea and Korean media report that Samsung has gone all-in on silicon photonics by hiring former TSMC engineers in Singapore"
X Link 2025-11-30T09:42Z 46.6K followers, 20.6K engagements
"This really makes no sense. Its absolutely impossible"
X Link 2025-11-30T11:43Z 46.5K followers, 219.2K engagements
"@zephyr_z9 Unwind the carry trade"
X Link 2025-12-01T01:27Z 46.6K followers, 2092 engagements
"Looking back at the semiconductor market in 2025 there were truly too many fascinating stories. The overarching theme was: AI demand-driven valuation restructuring of semiconductor infrastructure + The rewriting of value distribution across the supply chain. Starting in 2024 semiconductor infrastructure began rapidly devouring the profits of the entire IT industry. The share of semiconductor net profit (EPS) within the IT sector of the S&P XXX rose from less than XX% to XX% in just two years and it is still in a state of accelerated ascent. The overall forward-looking profit margin for"
X Link 2025-12-01T02:30Z 46.6K followers, 26.5K engagements
"Exclusive Samsung HBM Production Capacity Surpasses Hynix for the First Time Samsung Electronics has surpassed SK Hynix in High Bandwidth Memory (HBM) production capacity rising to the industry's number one spot. This is the result of overcoming the semiconductor crisis raised last year by preemptively converting DRAM production lines to HBM lines and devoting all efforts to stabilizing yields. Driven by the explosion in AI semiconductor demand production competition between the two companies is expected to unfold even more fiercely next year. According to the industry on the 1st Samsung"
X Link 2025-12-01T09:47Z 46.6K followers, 21.6K engagements
"Comment from Koreas IBK Securities on CXMT: "CXMT posted revenue of approximately $XXX billion (+74% QoQ +146% YoY) marking another all-time high. Driven by robust domestic demand for PCs and mobile devices coupled with the successful shipment of server DDR5 DRAM to Chinese Cloud Service Providers (CSPs) at a meaningful scale for the first time the company has achieved structural progress in terms of market diversification. This demonstrates CXMT's enhancing product qualification capabilities and increasing ecosystem penetration while also highlighting China's ambition to establish a"
X Link 2025-12-01T23:02Z 46.6K followers, 27.4K engagements
"DDR Overshadowed by HBM. PCs Launching Next Year Face Potential Price Hike of at Least XX% Global tech giants are absorbing semiconductor products such as DRAM and flash memory as they continue their AI-related investments. Relatively smaller-scale PC memory and SSDs are being deprioritized facing rising unit prices and volume shortages. Currently the rise in memory prices is being driven by all AI-related companies. Major players have competed to announce plans to double capacity and throughput annually for the next three years. Key suppliers are also concentrating their capabilities on High"
X Link 2025-12-02T07:48Z 46.6K followers, 37.6K engagements
"Samsung Electronics Completes HBM4 Development Entering Mass Production Preparation Stage Samsung Electronics has completed the development of its 6th generation High Bandwidth Memory (HBM4) and is entering a full-scale mass production system. According to the semiconductor industry on the 2nd Samsung Electronics' DS (Device Solutions) Division's Memory Business Unit completed the PRA (Production Readiness Approval) for HBM4 on this day. PRA is the sixth stage in the semiconductor development process and is the final step before the ultimate mass production approval. PRA approval can be seen"
X Link 2025-12-02T08:03Z 46.6K followers, 35.6K engagements
"Can someone convince me why the U.S. government is investing in xLight Its not even China were talking about so why does the U.S. need to develop its own EUV From my perspective putting $XXX million into xLight is the same as flushing money down the toilet"
X Link 2025-12-02T11:21Z 46.6K followers, 20.4K engagements
"Exclusive Samsung to Supply 'Half' of NVIDIA's SOCAMM X Volume Next Year It has been confirmed that Samsung Electronics plans to supply more than half of the total volume of the 2nd generation SOCAMM (SOCAMM 2) to NVIDIA next year. SOCAMM is NVIDIA's new DRAM module often referred to as the "second HBM" (High Bandwidth Memory). It is analyzed that Samsung Electronics has secured the work as the primary supplier overtaking Micron Technologywhich previously held the advantage in the existing SOCAMM supply chainby securing stable yield and performance in the 10nm-class 6th generation (1c) DRAM"
X Link 2025-12-02T22:20Z 46.6K followers, 18.9K engagements
"Samsung and Broadcom are working closely on HBM4 while SK Hynix has received redesign feedback. While Samsung Electronics is in the process of supplying High Bandwidth Memory (HBM) to Broadcom the world's largest Application Specific Integrated Circuit (ASIC) design company it has been reported that the company recently recorded results exceeding expectations in quality and performance tests for its next-generation HBM. Furthermore analysis suggests that Samsungs interests align well with Broadcom which requires cost-effectiveness and custom AI semiconductor designs as Samsung highlights its"
X Link 2025-12-02T22:24Z 46.6K followers, 29.9K engagements
"What do you mean by saying Intel surged because of me Haha. Do you really think an anonymous account like mine can move a stock price"
X Link 2025-12-02T23:46Z 46.5K followers, 19.2K engagements
"Bernsteins modeling says Huawei will take XX% of Chinas AI accelerator market next year"
X Link 2025-12-04T05:53Z 46.6K followers, 39.2K engagements
"I think 2026 is a safe period. Personally I expect memory supply and demand to reach a balance around the second quarter of 2027 when SK Hynixs and Microns new fabs go into operation. By the second quarter of 2027 this will be before Rubin Ultra launches and the new fabs will be flooding the market with memory"
X Link 2025-12-07T12:08Z 46.8K followers, 1898 engagements
"@hippo407 Its difficult for me to comment on anything related to AlChip and AWS. I do think MediaTek could win some projects"
X Link 2025-12-07T12:24Z 46.8K followers, 1397 engagements
"@aric96748244 SK Hynix is currently my largest holding and I plan to keep holding it through 2026"
X Link 2025-12-07T12:25Z 46.8K followers, XXX engagements
"AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner"
X Link 2025-10-07T06:45Z 46.8K followers, 63.5K engagements
"Its honestly such an honor. Jensen Huang read the Chinese article I translated and they even shared it internally"
X Link 2025-11-30T02:26Z 46.8K followers, 206.3K engagements
"Projections from Chinese sources on Googles TPU shipments in 2026 and 2027: Total TPU shipments next year are expected to exceed X million units. V5: X million units V6: Adjusted down from X million units to 400000 units V7: X million units There are rumors that V8 might be pulled forward but Google is reportedly hesitant as accelerating V8 would require massive resource allocation. Combined shipments of V7 and V8 in 2026 are expected to exceed XXX million units. Shipments of Googles TPUs at V7 or above are expected to surpass X million units in 2027"
X Link 2025-12-01T06:09Z 46.8K followers, 100.1K engagements
"Its not at all surprising that SMICs N+2 yield is only about XX% for the Cambricon XXX. As long as they rely on multi-patterning their yields will inevitably stay low and raising them will be extremely difficult"
X Link 2025-12-04T07:43Z 46.8K followers, 43.3K engagements
"FADU a South Korean SSD Controller Company "Leaping to Become a Data Center Chip Specialist.CXL and HBF Business Viability Questionable" South Korean fabless company FADU has unveiled a blueprint to transform into a data center semiconductor specialist. The strategy is to lower data center TCO (Total Cost of Ownership) using the existing SSD controller business and the new PMIC (Power Management IC) business as two main pillars. Conversely the company plans to minimize development risk by selectively approaching technologies with unclear market potential such as CXL (Compute Express Link) and"
X Link 2025-12-04T10:10Z 46.8K followers, 70.4K engagements
"Just in: Japanese newspaper Yomiuri reported that Chinas export permit process for rare earths destined for Japanese companies is taking longer than usual"
X Link 2025-12-07T01:54Z 46.8K followers, 37.1K engagements
"If every CEO were like Hock Tan it would be wonderful. Broadcom investors must be very reassured. Imagine having a CEO who is so focused on extreme cost-cutting"
X Link 2025-12-07T23:41Z 46.8K followers, 269.7K engagements
"What I dont understand is that when exporting the H200 to China the export tax increased to XX% which is XX% higher than the XX% applied to the H20. Whats the reason for this"
X Link 2025-12-08T23:14Z 46.8K followers, 29.1K engagements
"@teortaxesTex Isnt that too high I think itll be around 40000 to 50000 dollars"
X Link 2025-12-09T04:23Z 46.8K followers, 40.4K engagements
"Which software companies will AI bring down JPMorgan: You can see it at a glance in this chart JPMorgans latest research report shows that AI is reshaping the competitive landscape of the software industry and that many traditional software giants face the risk of being upended by AI. This Wall Street investment bank introduced the industrys first AI Cliff assessment framework and through nine dimensions quantified software companies vulnerability to provide investors with a clear risk map of the sector. In early 2025 amid market sentiment shaped by tariff concerns and corporate budget"
X Link 2025-10-21T10:54Z 46.7K followers, 53.1K engagements
"I didnt expect Xi Jinping to dislike Korean makgeolli this much lol. Hes making such a Whawhat is this kind of face. (Makgeolli = traditional Korean rice wine)"
X Link 2025-11-02T02:35Z 46.7K followers, 2M engagements
"@Tientientien121 Buy"
X Link 2025-12-07T12:46Z 46.7K followers, XXX engagements
"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to"
X Link 2025-07-03T22:42Z 46.8K followers, 21.3K engagements
"From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X"
X Link 2025-09-11T11:31Z 46.8K followers, 21.2K engagements
"As far as I know xAI is also interested in TPUs. Why do you think Musk wouldnt be interested in TPUs"
X Link 2025-11-29T06:20Z 46.8K followers, 24.7K engagements
"Has crypto entered a bear market If so will equities also enter a bear market"
X Link 2025-12-01T01:37Z 46.8K followers, 26.9K engagements
"Exclusive Samsung Semiconductor Division Notifies Rejection of Memory LTA with Galaxy Division Samsung Electronics' Device Solutions (DS) division has rejected a request for a long-term supply of memory semiconductors from the Mobile eXperience (MX) division which produces smartphones. This decision comes as Samsung Semiconductor moves to maximize profitability by reorganizing its production lines around high-margin products such as High Bandwidth Memory (HBM) for AI accelerators and Low Power DDR (LPDDR) for mobile devices. The MX division facing the launch of the Galaxy S26 early next year"
X Link 2025-12-01T07:16Z 46.8K followers, 177.7K engagements
"Morgan Stanley analyst Charlie Chan stated that he has detected supply-chain signals pointing to increased TPU purchasing in 20272028 and based on this he now expects X million TPUs to be produced in 2027 and X million in 2028"
X Link 2025-12-01T08:54Z 46.8K followers, 147.9K engagements
"Breaking) According to a report by TrendForce Dell has issued a notice regarding price increases to its customers. Industry sources anticipate that Dell will implement a price hike of at least 1520% which could take effect as early as mid-December. Additionally Lenovo has also begun informing customers of its price increase plans with price adjustments scheduled to apply starting in early 2026 as market pressure mounts"
X Link 2025-12-05T08:48Z 46.8K followers, 128.6K engagements
"SK Hynix Pursues Localization of Japanese-Monopolized EUV Photoresist. Partners with Dongjin Semichem SK Hynix has embarked on the localization of Extreme Ultraviolet (EUV) photoresist (PR) a market dominated by Japan. This move aims to strengthen the supply chain for essential advanced semiconductor materials while simultaneously enhancing semiconductor manufacturing competitiveness. According to industry sources on the 7th it has been identified that SK Hynix has begun developing high-performance EUV PR in cooperation with Dongjin Semichem. The goal is not only to replace the EUV PR"
X Link 2025-12-07T09:56Z 46.8K followers, 150.1K engagements
"Im currently researching autonomous driving and one thing that really surprised me is that even as Waymo and Tesla robotaxis are being deployed in the US we havent seen major headlines about taxi drivers or Uber drivers going on strike or showing strong resistance. Is the pushback still small because its early Or are Americans simply accepting the new technology as something inevitable"
X Link 2025-12-09T02:53Z 46.8K followers, 28.7K engagements
"@neiltwitz Well I dont really have much hope for the homegrown Korean autonomous-driving companies"
X Link 2025-12-09T03:07Z 46.8K followers, XXX engagements
"It just so happens that Morgan Stanley is projecting Chinas AI-GPU self-sufficiency ratio to reach XX% by 2027"
X Link 2025-12-09T11:26Z 46.8K followers, 17.7K engagements
"Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030"
X Link 2025-05-09T01:43Z 46.7K followers, 4392 engagements
"GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating"
X Link 2025-05-12T03:32Z 46.7K followers, 30.1K engagements
"META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()"
X Link 2025-06-17T22:27Z 46.6K followers, 11.6K engagements
"Recent Trends and Future Outlook in the AI Server Sector By WT NVIDIAs GB200 NVL72 shipments are ramping steadily. Shipments reached around 0.5K cabinets in Q1 2025. WT forecasts Q2Q4 shipments of 4.0K 8.1K and 11.3K cabinets respectively totaling about 24K units for 2025 aligning with market expectations of 2126K. WT's research indicates ODM shipments are stabilizing but CSP design revisions have hindered rapid volume increases. Currently only Corewave OpenAI and Oracle are receiving shipments smoothly. Thanks to accumulated experience 3231 Wistron has significantly better quality in sub-L10"
X Link 2025-07-07T01:08Z 46.7K followers, 32.3K engagements
"Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026 Unimicron Technology said AI-related products will account for more than XX% of its 2025 revenue and could surpass XX% in 2026. However near-term profitability is under pressure due to a stronger New Taiwan dollar a shortage of low-CTE fiberglass fabric and persistent weakness in consumer electronics. The company expects gross margin to stay soft in the third quarter of 2025 with recovery likely in the second half of 2026. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish"
X Link 2025-08-01T03:04Z 46.6K followers, 27.1K engagements
"Marvell wins OpenAI inference ASIC order $MRVL"
X Link 2025-08-14T03:20Z 46.6K followers, 59K engagements
"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL"
X Link 2025-08-14T04:11Z 46.6K followers, 42.5K engagements
"Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA"
X Link 2025-09-16T04:39Z 46.6K followers, 30.7K engagements
"- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3"
X Link 2025-09-22T02:08Z 46.7K followers, 59.8K engagements
"The increasing adoption of hybrid bonding is also worth noting. Thats the reason Im bullish on BESI"
X Link 2025-09-23T03:33Z 46.6K followers, 13.6K engagements
"YMTC plans to enter the DRAM business including HBM Reuters"
X Link 2025-09-25T06:08Z 46.7K followers, 75.4K engagements
"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link 2025-10-02T06:46Z 46.6K followers, 24.1K engagements
"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years"
X Link 2025-10-02T11:55Z 46.7K followers, 42.3K engagements
"NVIDIAs Taiwan headquarters construction projects T17 and T18 have been suspended due to political controversy and procedural issues. The MOU between NVIDIA and Shin Kong Life Insurance has expired and three possible paths are being discussed: (1) signing a new agreement (2) proceeding with construction first and relocation later or (3) terminating the contract. NVIDIA strongly opposes the build first move later approach insisting that it must directly oversee design and construction to ensure quality control as third-party involvement would make responsibility unclear"
X Link 2025-10-05T07:53Z 46.6K followers, 28.7K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link 2025-10-06T04:41Z 46.6K followers, 7838 engagements
"Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market"
X Link 2025-10-12T09:13Z 46.7K followers, 31.5K engagements
"FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate"
X Link 2025-10-12T12:04Z 46.7K followers, 770.9K engagements
"Exclusive Samsung Electronics President Song Jae-hyeok voices confidence in a foundry revival at a Presidential Office meeting 2nm mass production is proceeding smoothly At a meeting on semiconductor industry issues chaired by Kim Yong-beom Policy Chief at the Presidential Office and attended by major domestic semiconductor and equipment companies including Samsung Electronics and SK hynix Song Jae-hyeokthe President and Chief Technology Officer (CTO) of Samsungs Device Solutions (DS) Divisionwas said to have expressed confidence in reviving Samsung Electronics foundry (contract semiconductor"
X Link 2025-10-21T06:24Z 46.7K followers, 43.1K engagements
"Update on Alchip (3661) Trn3 and new customer developments X. Reconfirmation of Trn3 schedule In a recent closed-door meeting the company reaffirmed that the Trn3 timeline remains unchanged. Trn3-1: Tape-out in Q1 2025 mass production in Q1 2026 Trn3-2: Tape-out in Q3 2025 mass production in Q2 2026 X. AWS Trn3 2026 shipment confirmed Alchip currently has a confirmed order volume of at least X million units for AWSs Trn3 project in 2026. Unit price: $3000 per chip Estimated revenue contribution of at least $X billion in 2026 X. 2026 Trn3 volume exceeds market expectations TSMC has agreed to"
X Link 2025-10-21T09:17Z 46.7K followers, 17.1K engagements
"According to Korean media reports Korean companies are making a large-scale entry into SK hynixs HBM4 test equipment supply chain. Thats a negative development for Advantest"
X Link 2025-10-24T00:54Z 46.7K followers, 18.4K engagements
"@superhoogie There are a lot of rumors that local Taiwanese fiberglass companies might enter Nitto Bosekis (Nittobos) territory. What do you think"
X Link 2025-10-24T04:08Z 46.6K followers, XXX engagements
"Winbond Electronics: The memory semiconductor industry is undergoing a structural transformation and the shortage of DDR5 DDR4 and DDR3 is expected to persist until 2027. This quarter the companys DRAM revenue shipments and prices are all expected to grow significantly with active customer demand and long-term contract inquiries. Stable growth is also anticipated to continue through 2026"
X Link 2025-11-05T22:42Z 46.7K followers, 11K engagements
"Morgan Stanley: GB200/300 rack shipment outlook maintained (28000 units) Based on industry supply chain channel checks we maintain our forecast for total GB200/300 rack shipments in 2025 at 28000 units. Fourth-quarter shipments are expected to increase significantly to 1400015000 units representing a substantial rise compared with the 80008500 units shipped in the third quarter. Rack production in October increased by approximately X% month-over-month which enhances confidence in achieving the fourth-quarter shipment target. GB200 rack production is expected to continue through the first"
X Link 2025-11-10T10:47Z 46.6K followers, 114.3K engagements
"3443 GUC (Global Unichip): U.S. brokers raise target price again A major U.S. investment bank has once again raised its target price revising up EPS forecasts to $XXXX / $XXXX for the next two years and applying a 57x PE multiple for next year. According to channel checks GUC is likely to participate in the design service of Teslas 3nm AI5 chip with revenue contributions expected to begin around late 2026. The project is estimated to contribute around $700800 million in revenue in 2027. In addition GUC is assisting AWS in developing an AI inference chip for smart speakers with revenue"
X Link 2025-11-12T00:16Z 46.6K followers, 10.2K engagements
"KIS Chae Min-sook / Hwang Joon-tae Semiconductor Industry Brief: Comments on Semiconductor Stock Price Declines Fundamentals remain solid; we need to wait for the storm to pass Following Kioxias earnings shock the previous day share price pressure has spread to memory-related names that had surged in a short period and semiconductor stocks are falling on macro issues such as FX as well. Compared to the previous day: Samsung Electronics -XXX% SK hynix -XXX% PSK -XXX% Eugene Technology -XXX% with share prices across semiconductor names declining. In 4Q server DRAM prices are up about 3040% QoQ."
X Link 2025-11-14T10:25Z 46.7K followers, 12.5K engagements
"Nvidia tightens grip on Vera Rubin cooling supply chain squeezing margins Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory. The company plans to directly select and manage suppliers for cold plates a critical liquid-cooling component according to sources familiar with the matter. Four companies are expected to be approved for the program including Cooler Master Asia Vital Components (AVC) Auras"
X Link 2025-11-17T04:16Z 46.7K followers, 79.7K engagements
"Silicon Valleys legendary investor Ousted just three years after taking the helm Are VC networks no longer necessary in the age of AI Roelof Botha the managing partner leading Sequoia Capital a famous Silicon Valley venture capital (VC) firm in the United States was dismissed earlier this month. In a letter posted online on the 5th (local time) Botha said I am passing the baton to Sequoias new stewards adding Since 1972 Sequoia has undergone generational transitions whenever the team was ready to take on new challenges. That time has now come for me as well. This came about three years after"
X Link 2025-11-17T12:14Z 46.7K followers, 23.3K engagements
"Competition to secure NAND flash heats up after DRAM Negotiations for 2027 supply also begin As growth in the artificial intelligence (AI) industry leads to a shortage in memory semiconductor supply centered on DRAM competition to secure NAND flash is also reportedly intensifying as demand surges. With production capacity at memory semiconductor companies concentrated on high-bandwidth memory (HBM) and commodity DRAM NAND supply is expected to be constrained driving NAND prices sharply higher. As next years NAND volumes are effectively sold out some big tech customers are said to have already"
X Link 2025-11-19T08:52Z 46.7K followers, 46.1K engagements
"Why is everyone only watching NVIDIA and Oracles CDS Goldman Sachs: The private credit (non-bank private lending) market is blowing up While the entire markets attention is fixated on the CDS (credit default swaps) of NVIDIA and Oracle and on the AI frenzy Wall Street veterans are sounding the alarm. They argue that the real risk is growing in a completely different place. Rich Privorotsky head of Goldman Sachs Delta-One business put it bluntly in a recent report: Perhaps what we should be paying more attention to is Blue Owl (OWL) and Capital One (COF). As Blue Owl one of the hottest large"
X Link 2025-11-21T05:01Z 46.6K followers, 96K engagements
"U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in 2026 expected to increase only around XX% compared with 2025 As the United States tightens controls on exports of advanced semiconductor equipment to China there is analysis that the expansion of capital expenditure by Chinese semiconductor companies such as ChangXin Memory Technologies (CXMT) will be constrained. Although the Chinese government anticipating U.S. export controls is going all out to localize semiconductor equipment the prevailing view is that new capacity additions will be limited due to"
X Link 2025-11-21T08:18Z 46.7K followers, 44.9K engagements
"Pinduoduo has started offering services for Korea Now you can place orders on Pinduoduo without using a forwarding service since they ship directly to Korea. But everything is in Chinese so placing an order is extremely difficult"
X Link 2025-11-22T01:13Z 46.7K followers, 11.8K engagements
"Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027 with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier challenging Nvidia's dominance and securing the second spot in the AI accelerator market. Shifting market dynamics Industry experts analyze that if confirmed this development will shift the AI computing power market shares presenting"
X Link 2025-11-28T05:16Z 46.7K followers, 29.2K engagements
"@OmerCheeema My pick: Infineon MTK"
X Link 2025-11-28T12:30Z 46.7K followers, 7311 engagements
"@zephyr_z9 Chinese players can't buy bonding equipment for HBM Hanmi Semiconductor is still selling bonding equipment to China. And Japanese materials and components companies are still selling to China as well"
X Link 2025-11-30T07:50Z 46.7K followers, 2980 engagements
"So how big is the gap between China and the U.S. now In some metrics it even feels like China is ahead"
X Link 2025-12-01T11:35Z 46.6K followers, 79.7K engagements
"Very interesting. It seems NVIDIAs B40 production is being cut. And apparently China is using 5090 gaming graphics cards and Hopper instead haha. $NVDA"
X Link 2025-12-02T01:33Z 46.6K followers, 27.1K engagements
"Very interesting. GFHK believes Intel could win projects on 14A for Apples non-Pro smartphone SoC Nvidia and AMDs server projects and a Tier-1 Ethernet switch vendor. $INTC"
X Link 2025-12-02T04:02Z 46.6K followers, 44.3K engagements
"Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25 Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM modules mainly for server customers in the fourth quarter of 2025 slightly easing shortages but leaving many smaller buyers struggling amid soaring costs. DRAM and NAND prices surge sharply in November November spot market prices for both DRAM and NAND Flash showed significant increases. Notably DDR5 prices rose substantially for two"
X Link 2025-12-03T06:30Z 46.7K followers, 17.4K engagements
"Everyone is basically begging the manufacturers to get memory right now- RTRS"
X Link 2025-12-03T07:06Z 46.7K followers, 69K engagements
"This is exactly what Im concerned about. Memory prices cannot rise indefinitely nor should they. Right now hyperscalers are absorbing the surge in memory prices but how long can they keep doing that Ive been thinking for a while that a shortage in memory semiconductors could eventually lead to a slowdown in AI investment"
X Link 2025-12-03T07:08Z 46.7K followers, 64.5K engagements
"@ALPHABIGDOG2 People in Taiwan arent taking the possibility of a Chinese invasion seriously. Theyve grown numb to it. And without Taiwan does TSMC even have meaning"
X Link 2025-12-07T12:04Z 46.7K followers, XXX engagements
"@zephyr_z9 Ive lost interest in dating. Other than working nothing really excites me anymore. I barely even play video games these days"
X Link 2025-12-07T12:20Z 46.7K followers, 6416 engagements
"@ryanTesling Nvidia is cheap right now. I dont have a view on Meta"
X Link 2025-12-07T12:39Z 46.7K followers, 1049 engagements
"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link 2025-06-15T08:20Z 46.7K followers, 29.6K engagements
"Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)"
X Link 2025-09-12T09:04Z 46.7K followers, 13.4K engagements
"I guess theres a reason Google is using EMIB for its TPUs. My Chinese partner who I collaborate with just had an expert call with a Google TPU specialist and the TPU numbers mentioned there are actually higher than Fubons estimates lol. Does that even make sense"
X Link 2025-11-28T09:33Z 46.7K followers, 99.6K engagements
"7 Predictions for the Next X Years - Prohibition of US companies using Chinese open-source LLMs - US government sanctions against Chinese autonomous driving companies - US tariffs and sanctions on Chinese legacy semiconductor foundries - Export restrictions on advanced packaging equipment to China (specifically for Hybrid Bonding and HBM) - The US restricting Japan's export of semiconductor materials and components to China - US demands for divestiture or sanctions regarding Chinese Big Tech's overseas operations (similar to the forced sale of TikTok) - Restrictions on US participation in"
X Link 2025-11-30T07:19Z 46.7K followers, 87.2K engagements
"Exclusive Samsung Succeeded in Turnaround. Supplied 'Over 60%' of HBM for Google It has been confirmed that Samsung Electronics supplied "more than 60%" of the total High Bandwidth Memory (HBM) volume for Google through Broadcom this year. This is analyzed to be the result of boosting HBM3E (5th generation HBM) performance through the redesign of DRAM used in HBM and increasing supply volumes to key customers. Google develops its own AI accelerator called the TPU (Tensor Processing Unit) through Broadcom which specializes in custom semiconductor design for clients. Regarding "HBM4" (6th"
X Link 2025-11-30T22:38Z 46.7K followers, 37.4K engagements
"Samsung Enters Final Evaluation Phase for NVIDIA-bound HBM4 Samsung Electronics is entering the final stage of supplying HBM4 (6th Generation High Bandwidth Memory) to NVIDIA. It is understood that starting this month the company will begin the process of packaging and testing actual AI chips with final HBM samples. While Samsung Electronics has achieved significant progress in HBM4 performance and yield improvement evaluations suggested that it was too early to guarantee the possibility of timely commercialization. This is because they had not yet undergone testing with the sufficient volume"
X Link 2025-12-03T06:35Z 46.7K followers, 15.3K engagements
"@JEONwh7859 I think SK Hynix can reach 800000 KRW"
X Link 2025-12-07T12:58Z 46.7K followers, XXX engagements
"Galaxy S26 gets first wireless-charging upgrade in six years Ultra to support 25W Samsung is upgrading the wireless-charging performance of its flagship Galaxy S26 series which it will launch early next year. According to industry sources on the 11th Samsung plans to equip the Galaxy S26 Ultra with 25-watt (W) wireless charging and the Standard and Plus models with 20W wireless charging. An industry source familiar with the matter said Whereas the previous S25 series supported 15W wireless charging across all models next years models will come with faster wireless charging. In theory 25W can"
X Link 2025-11-11T06:11Z 46.8K followers, 177.1K engagements
"I pushed it to about 4200 characters doing my best to pack in as much detail as possible lol. About half of it is free to read. Even that half alone is packed with content and definitely worth your time so please make sure to check it out"
X Link 2025-11-16T06:50Z 46.7K followers, 237K engagements
"Doosan semiconductor materials X trillion won in Nvidia sales locked in EMC fails GB300 qualification Doosans Electronic Business Group (BG) which has been enjoying the AI semiconductor boom thanks to its high-quality copper-clad laminates (CCL) is expected to generate more than X trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. X CCL maker recently failed to clear Nvidias quality verification for the Blackwell GB300 raising the possibility that Doosan could become the sole supplier of CCL for Rubin Nvidias next-generation AI"
X Link 2025-11-19T09:31Z 46.8K followers, 55.7K engagements
"SK Hynix has moved up the timeline for adopting hybrid bonding. Hanmi Semiconductor shareholders will grit their teeth and deny it though lol"
X Link 2025-11-23T11:22Z 46.8K followers, 57.5K engagements
"Naturally Hanmi Semiconductors hybrid-bonding solution did not pass SK Hynixs qualification tests. SK Hynix will source most of its hybrid-bonding equipment from BESI and Hanwha"
X Link 2025-11-23T11:27Z 46.8K followers, 25.4K engagements
"Jensen is monitoring the TPUs almost in real time"
X Link 2025-11-25T00:41Z 46.7K followers, 375.2K engagements
"TrendForce reports that Google has decided to use Intels EMIB packaging for TPU v9 and Meta is also considering adopting EMIB packaging for its own ASICs. $INTC $TSM"
X Link 2025-11-25T10:40Z 46.8K followers, 68.2K engagements
"The Information: The Chinese government has restricted ByteDance from deploying Nvidia chips in its data centers"
X Link 2025-11-26T12:17Z 46.8K followers, 62.4K engagements
"Rumor: Broadcom has adopted Intels EMIB and entered the back-end process of AWS Trainium X. Also Broadcom is said to be very active on Trainium X. $AVGO $INTC"
X Link 2025-11-28T08:49Z 46.8K followers, 73.2K engagements
"My theory is that Meta deliberately leaked the story to The Information about acquiring Google's TPUs. For Meta its a classic risk-free power play. The moment Jensen Huang catches wind of Meta using Googles silicon Nvidia is likely to rush in with an investment. (They might even be negotiating as we speak.) This allows Meta to secure capital and shift from burning their own cash to potentially getting discountsor effectively buying Nvidia chips with Nvidias own money. Plus if they actually do secure Google TPUs they solve their compute shortage. It covers all bases. I wonder when other"
X Link 2025-11-29T01:23Z 46.8K followers, 200.3K engagements
"BofA Simon Woo) Global Memory Tech What we learned this week: higher ASP but lower volume We checked memory chipmakers pricing strategies vs OEMs reactions. Key takeaways: (1) conventional DRAM supply cut to OEM customers that do not accept double-digit% price hike (vs 3Q) QTD; (2) newly growing HBM orders with more favorable 2026 contract price (minimal price cut for HBM3e 20%+ price premium for HBM4); (3) most Tier X OEMs still declined 30%+ DRAM contract price hike broadly accepted 10-20% (vs 20- 30%+ among Tier 2/white-box OEMs); (4) commodity NAND contract price hike not yet as much as"
X Link 2025-11-29T23:33Z 46.8K followers, 1.2M engagements
"Intel to Conduct AI Packaging at Amkor's Songdo Fab in Incheon Korea Intel is pushing forward with AI semiconductor packaging at Amkor Technology's factory (fab) located in Songdo Incheon. AI packaging is a technology that Intel has previously only conducted in its own fabs making this the first time it has outsourced the process. It is noteworthy that Intel has selected a South Korean fab as a strategic base to strengthen its semiconductor supply chain. According to industry sources on the 1st it is understood that Intel has established the 'EMIB' process an advanced packaging technology at"
X Link 2025-12-01T07:13Z 46.8K followers, 85.1K engagements
""DRAM Supply Shortage Unlikely to Ease Until H1 2027" We will minimize oversupply risks. (Samsung Electronics) It is difficult to resolve the supply shortage until the first half of 2027. (SK Hynix) Samsung Electronics and SK Hynix which dominate approximately XX% of the global DRAM market recently expressed a cautious stance regarding the possibility of aggressive supply expansion during investor relations meetings for global investment banks (IB). With semiconductor supply shortages spreading from server applications to PC and smartphone products and considering both companies have"
X Link 2025-12-01T09:54Z 46.8K followers, 55.3K engagements
"GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov XX Intel share price was up XX% owing to news of order win for Apples M-series in 2027. Weve highlighted the potential order win of M-series in our earlier Intel report (Belief in the Story Takes Hold on Oct 24) and indeed the progress is earlier than expected. We expect more to come and now expect the upcoming win in Apple (AAPL Buy) non-pro smartphone SoC based on Intel 14A for 2028; coupled with the likely engagement with Nvidia (NVDA Buy) and AMD (Buy)s server SKUs"
X Link 2025-12-02T04:12Z 46.8K followers, 98.7K engagements
"Sam Altman has declared a Code Red in an internal memo The plan is to allocate more resources to improving ChatGPT with teams concentrating on features that allow more personalized interaction with ChatGPT. Other core priorities include: X. advancing the image-generation model Imagegen X. improving model behavior X. strengthening leaderboard competitiveness with systems like LM Arena X. enhancing ChatGPTs speed and stability X. reducing unnecessary refusals to harmless questions. He also mentioned plans to release a new reasoning model next week ahead of Googles Gemini X. Several projectssuch"
X Link 2025-12-02T04:46Z 46.8K followers, 490.3K engagements
"251203_ Asian Semis: Mapping out the Advanced Back-end market for AI - JPMorgan Key Takeaways (1) CoWoS demand is expected to exceed supply until 2027. - Robust demand for GPUs/ASICs 2) N3 yield bottlenecks (due to EUV usage etc.) 3) Preparation for CoPoS. (2) The trickle-down effect to OSATs is expected to continue with high growth in the Test market fully materializing in 2026. (3) Meanwhile TSMC's CoPoS pilot line is scheduled for completion in early 2026. A follow-up on the related value chain in 2H26 is necessary ahead of the scheduled full-scale ramp-up in 2027. Contents (1) Due to the"
X Link 2025-12-03T04:52Z 46.8K followers, 24.6K engagements
"The situation worsened in Q4 due to increased demand from large data centers and hyperscalers driven by major cloud service providers expansion plans. All major chip manufacturers are prioritizing supply for these customers which has led to price increases and extremely limited availability. Just last week alone we were notified that costs had risen by 50100%. The price-up trend continues at a very rapid pace and at an abnormal rate. This situation is expected to persist for at least the next XX months. $SNDK"
X Link 2025-12-03T06:32Z 46.8K followers, 81.8K engagements
"SK Hynix Also Expands 'Commodity DRAM'. Adding 130000 Wafers of 1c at M14 SK Hynix is accelerating the expansion of its capacity for 10nm-class 6th generation (1c) DRAM which is used for manufacturing commodity DRAM. Until recently SK Hynix had notified major clients of a policy to reduce commodity DRAM supply in order to concentrate its production capabilities on High Bandwidth Memory (HBM). However the company appears to be partially adjusting its strategy as the price of commodity DRAM has recently shown a steep upward trend. In the securities market optimistic forecasts suggest SK Hynix's"
X Link 2025-12-04T02:47Z 46.8K followers, 61.4K engagements
"Bernstein just put out a report saying China will be producing more domestically made AI chips than its own domestic demand by 202"
X Link 2025-12-04T04:18Z 46.8K followers, 61K engagements
"'Another reason cited was NVIDIA. The company stated that NVIDIA which holds the dominance in the GPU ecosystem is not interested in HBF.' I guess I'll have to scrap my HBF Bull theory"
X Link 2025-12-04T10:46Z 46.8K followers, 22.1K engagements
"Woohoo I'm hired"
X Link 2025-12-05T00:15Z 46.8K followers, 78.5K engagements
"Morgan Stanley expects DDR4 'contract prices' to rise XXX% in Q1. And to repeat this is contract prices not spot"
X Link 2025-12-05T02:27Z 46.8K followers, 244.3K engagements
"The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom"
X Link 2025-12-06T00:06Z 46.8K followers, 65.6K engagements
"I was Googling my X header jukan05 and I saw someone saying Im an MU hater. Thats a bit disappointing I still recommend buying all memory stocks Micron included. Let me state once again that I am not a Micron hater"
X Link 2025-12-06T02:36Z 46.8K followers, 9847 engagements
"I didnt know Morgan Stanley had a podcast either lol. Its not exactly crystal clear but its an episode that really makes you think. It was helpful"
X Link 2025-12-06T07:42Z 46.8K followers, 78.2K engagements
"A Chinese Blogger's Recent Commentary on the Google TPU vs. NVIDIA GPU Debate Why Can't Broadcom Clone the Google TPU / Will Google's TPU Truly Seize NVIDIA's Market Share ------------------------------------------------------------ X. The Interface Issue Between Google and Broadcom Why does Google design the top-level architecture of the chip itself rather than outsourcing it entirely to Broadcom Why doesn't Broadcom create a public version of Google's chip design to sell to other companies Let's research this operational interface problem. Before getting to the main point let's share a"
X Link 2025-12-07T06:33Z 46.8K followers, 237.1K engagements
"@maxlevrge I think the end of this cycle will likely come when SK Hynixs and Microns new fabs go into operation around the second quarter of 2027"
X Link 2025-12-07T12:41Z 46.8K followers, 1061 engagements
"Exclusive SK Hynix to Launch 300-Layer Range Hybrid Bonding 'V10 NAND' Next Year It has been confirmed that SK Hynix is developing a 300-layer range NAND applying the 'hybrid bonding' process with a goal of mass production the year after next. The company's strategy is to accelerate competition in advanced NAND by fully adopting hybrid bonding following global NAND manufacturers such as Samsung Electronics China's Yangtze Memory Technologies (YMTC) and Japan's Kioxia. According to industry sources on the 8th SK Hynix is currently developing its 300-layer range 10th generation (V10) NAND. It"
X Link 2025-12-07T23:29Z 46.8K followers, 13.4K engagements
""Microsoft's in-house designed 3nm Cobalt XXX CPU is set to replace AMD and Intel's x86 CPUs on a large scale within its own data centers." This reminds me of a recent sell-side report I read which noted that Amazon is also replacing x86 CPUs with its custom-designed ARM CPUs in large volumes for its cloud services. Is a decline in x86 market share inevitable"
X Link 2025-12-08T01:10Z 46.8K followers, 103K engagements
"@Mojo_flyin Do you think Xeon will remain indispensable to hyperscalers forever"
X Link 2025-12-08T01:18Z 46.7K followers, 2237 engagements
"SK Hynix Adjusts Pace for HBM4 'Ramp-up' Next Year SK Hynix is adjusting the pace for the mass production timing of its next-generation High Bandwidth Memory HBM4 (6th generation) next year. It has been confirmed that the company recently postponed the plan to significantly increase HBM4 production starting from the end of the second quarter next year pushing it back to the third quarter. This adjustment is interpreted as a strategic move to align with NVIDIA's AI chip demand and its next-generation product release strategy. According to a report by ZDNet Korea on the 8th SK Hynix has delayed"
X Link 2025-12-08T01:51Z 46.8K followers, 80.8K engagements
"Rubin has been delayed"
X Link 2025-12-08T01:53Z 46.8K followers, 110.6K engagements
"@InvestorCanna SNDK-style pure-NAND players are going to take a hit in my view. That said the impact in 2026 will be fairly limited"
X Link 2025-12-08T04:48Z 46.8K followers, 3355 engagements
"Samsung shifts focus from HBM to DDR5 modules for higher profits Samsung Electronics has shifted its internal strategy in response to intensified HBM market competition reallocating capacity toward DDR5 RDIMM modules and freeing up around 80000 DRAM wafers monthly to yield stronger profits. Soaring DDR5 prices outpace HBM margins The official price of a 64GB RDIMM has risen from about US$265 in the third quarter of 2025 to US$450 in the fourth nearly a XX% jump. DDR5 is now contributing more profit to Samsung than HBM3E and future quarterly price increases could push modules toward US$500."
X Link 2025-12-08T05:14Z 46.8K followers, 73.5K engagements
"Well some sell-side analysts are gradually putting out expectations that Rubin will come out in the fourth quarter of next year. (This table is excerpted from todays Bernstein report.) Time will tell which one of us analysts is wrong"
X Link 2025-12-08T11:45Z 46.8K followers, 23.5K engagements
"@JayGatsby0 I trust ZDNet Koreas reporting"
X Link 2025-12-08T11:50Z 46.8K followers, XXX engagements
"Bernsteins highly important commentary on OpenAIs capital expenditures: Following the initial wave of enthusiasm investors have begun to question OpenAI's financial capacity to fulfill these commitments. According to The Information OpenAIs revenue in 1H25 was only $4.3B and targets a full-year revenue of US$13B and cashburn target of US$8.5B. Although the company projects annual revenue to reach $200B by 2030 and start making a profit in 2029 its purchase commitments over the next 5-7 years have a total of over one trillion dollars based on Exhibit X. But Bernsteins Global software team"
X Link 2025-12-08T13:59Z 46.8K followers, 67.4K engagements
"Interesting. A magnitude-5 earthquake just hit Kitakami City in Iwate Prefecture where Kioxias fab is located. Im curious whether this will affect NAND supply"
X Link 2025-12-08T15:08Z 46.8K followers, 23.6K engagements
"Its a flawless report. I fully agree with this outlook. "As incremental supply converges with moderating demand growth the current scarcity premium should erode with ASPs likely beginning to drift lower from C2H26 (per JPMe) and industry gross margins compressing setting up a traditional downcycle by 2027-2028. AI-driven storage demand and the temporary diversion of competitor capex toward HBM may prolong this upcycle versus prior 2-3 year cycles but not indefinitely in our view.""
X Link 2025-12-09T02:08Z 46.8K followers, 17.3K engagements
"I think the H200 is going to sell like crazy in China. The H20E was priced at 18000 dollars per chip. How much do you think the H200 will sell for in China"
X Link 2025-12-09T04:20Z 46.8K followers, 99.4K engagements
"@TShirtnJeans2 I heard they were trading in the range of 14000 to 18000 dollars"
X Link 2025-12-09T04:25Z 46.8K followers, 1567 engagements
"Exclusive SK Hynix to List Treasury Shares on U.S. Stock Market as 'Value-Up Card' SK Hynix is pushing a plan to list its treasury shares on the U.S. stock market in the form of American Depositary Receipts (ADRs). This decision stems from the judgment that if ADRs are traded in the U.S. market the company's value can be re-evaluated to levels comparable to competitors such as Micron. According to the investment banking (IB) industry on the 9th it is understood that SK Hynix has received various proposals from overseas investment banks regarding the listing of XXX% of its treasury shares"
X Link 2025-12-09T09:04Z 46.8K followers, 127.6K engagements
"This is kind of funny lol. Theyre saying they wont take unlimited H200s theyll accept them with limited access"
X Link 2025-12-09T10:59Z 46.8K followers, 12.1K engagements
"Esol the Korean EUV Photomask Inspection Firm That Broke Carl Zeiss's Monopoly Pursues KOSDAQ IPO Esol the only semiconductor equipment company in Korea to successfully commercialize Extreme Ultraviolet (EUV) equipment is challenging for a listing on the KOSDAQ market. Esol has succeeded in localizing verification equipment for photomasks (quartz or glass plates used to engrave fine patterns onto semiconductor wafers) utilized in the semiconductor lithography process. As the competitiveness of the domestic semiconductor "materials parts and equipment" ecosystem rises there has been a recent"
X Link 2025-12-09T11:55Z 46.8K followers, 15.8K engagements