#  @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: [-------] [#](/creator/twitter::1836240683268759552/interactions)  - [--] Week [---------] -46% - [--] Month [----------] -18% - [--] Months [-----------] +399% - [--] Year [-----------] +2,401% ### Mentions: [---] [#](/creator/twitter::1836240683268759552/posts_active)  - [--] Week [---] -15% - [--] Month [---] +23% - [--] Months [-----] +49% - [--] Year [-----] +744% ### Followers: [------] [#](/creator/twitter::1836240683268759552/followers)  - [--] Week [------] +2.40% - [--] Month [------] +19% - [--] Months [------] +182% - [--] Year [------] +622% ### CreatorRank: [------] [#](/creator/twitter::1836240683268759552/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #3377 [stocks](/list/stocks) #677 [finance](/list/finance) 14.89% [countries](/list/countries) 11.66% [currencies](/list/currencies) #403 [financial services](/list/financial-services) #1233 [automotive brands](/list/automotive-brands) 1.74% [products](/list/products) 1.24% [travel destinations](/list/travel-destinations) 0.99% [celebrities](/list/celebrities) 0.99% **Social topic influence** [ai](/topic/ai) #1178, [samsung](/topic/samsung) #208, [in the](/topic/in-the) #2243, [dram](/topic/dram) #6, [market](/topic/market) #3599, [$googl](/topic/$googl) #436, [china](/topic/china) #4416, [open ai](/topic/open-ai) #681, [target](/topic/target) #1140, [investment](/topic/investment) #3816 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@alex_intel_](/creator/undefined) [@evrgn11112231](/creator/undefined) [@analysisop](/creator/undefined) [@treasureh8nter](/creator/undefined) [@hamsarris6](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@k2kcr2isle93343](/creator/undefined) [@jp_money_95630](/creator/undefined) [@thomasl03031809](/creator/undefined) [@hopehope_g_hope](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@majorocelot45](/creator/undefined) [@superhoogie](/creator/undefined) [@zephyrz9](/creator/undefined) [@edwarddigi](/creator/undefined) [@tbu12345678](/creator/undefined) [@bullishmostly](/creator/undefined) [@markosaaig](/creator/undefined) [@pearsonpc](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Micron Technology, Inc. (MU)](/topic/$mu) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "Memory supercycle exposes T-Glass constraint tightening BT substrate supply As the global memory industry enters a supercycle driven by structural supply shortages the supply shortage of BT substrates for memory chips is intensifying. Taiwan IC substrate manufacturers Kinsus and Nanya PCB have secured urgent orders as customers seek to sign long-term supply agreements amid material shortages. This has significantly improved order outlooks from the second half of [----] and has acted as a major driver behind the increase in Taiwan PCB production in Q3. According to the supply chain shipments of" [X Link](https://x.com/jukan05/status/2002957111677083993) 2025-12-22T04:19Z 69.8K followers, 96.7K engagements "ByteDance reportedly increased its capex to RMB [---] billion this year. From my perspective $VNET looks poised to benefit significantly from this" [X Link](https://x.com/jukan05/status/2014877118702956833) 2026-01-24T01:45Z 69.8K followers, 90.3K engagements "China's memory makers abandon low-price strategy: DRAM NAND near Korean levels Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources however said CXMT has largely pivoted to DDR5 process development keeping only around [-----] wafers of DDR4 capacity for a handful of long-term customers making large-scale low-priced dumping into the open market unlikely. Pricing strategy shift Aligned with China's supply chain localization drive domestic memory leaders CXMT and YMTC have steadily raised prices" [X Link](https://x.com/jukan05/status/2018902168456355868) 2026-02-04T04:19Z 69.8K followers, 81.4K engagements "Honestly lately when I look at the operating profit estimates for Samsung and SK Hynix coming out from sell-side analysts it feels like theyre not fully reflecting the SSD price increases. Anyway its basically a done deal that both Samsung and Hynix are going to make an absolute ton of money this year. Among the current numbers floating around the median seems to be this KB Securities forecast and according to it Samsungs operating profit in [----] would rank as the 6th highest in the world. https://twitter.com/i/web/status/2019567733025960409 https://twitter.com/i/web/status/2019567733025960409" [X Link](https://x.com/jukan05/status/2019567733025960409) 2026-02-06T00:24Z 69.8K followers, 39.7K engagements "Doosan semiconductor materials [--] 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 [--] trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. [--] 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 69.8K followers, 56.3K engagements "UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. UBS estimates that memory costs for hyperscalers will rise from $53 billion in [----] to $155 billion/$252 billion in 2026/2027 generating approximately $100 billion in additional CAPEX per year (32% of this year's CAPEX increase). UBS also noted that memory could add roughly $10000 in cost per general server with its share" [X Link](https://x.com/jukan05/status/2021918924867350745) 2026-02-12T12:06Z 69.8K followers, 44.3K engagements "Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it" [X Link](https://x.com/jukan05/status/1897290199950106683) 2025-03-05T14:16Z 68.7K followers, 47.4K engagements "Due to NVIDIA shortening its GPU architecture upgrade cycle from two years to one year the depreciation of GPUs at big tech companies is accelerating sharply. NVIDIAs move is unwelcome for major tech firms such as Amazon Microsoft Google Meta and OpenAI. These companies have been buying NVIDIA GPUs in large volumes to build data centers and even planned to lease out any surplus GPU capacity as part of their strategy to stay ahead in the AI race. However the result has been a double blow: an increased depreciation burden coupled with a decline in asset values. Intensified competition has even" [X Link](https://x.com/anyuser/status/1906194209465630863) 2025-03-30T03:58Z 69.7K followers, 214.3K engagements "@AravSrinivas Gmail Apple calendar" [X Link](https://x.com/anyuser/status/1913474074132767022) 2025-04-19T06:05Z 69.7K followers, 23.7K 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 68.7K followers, [----] 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 [--] consecutive quarters of improvement through 3Q25 marking the longest upcycle since [----]. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a 25% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating" [X Link](https://x.com/jukan05/status/1921770409927549247) 2025-05-12T03:32Z 68.9K followers, 30.2K engagements "- AWS collaborates with Alchip for Inferentia [--] and Trainium [--] chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA [--] and MTIA [--]. https://twitter.com/i/web/status/1929045716590276986 https://twitter.com/i/web/status/1929045716590276986" [X Link](https://x.com/jukan05/status/1929045716590276986) 2025-06-01T05:21Z 69.2K followers, 26.1K engagements "* MICRON ACHIEVED 70% YIELD FOR HBM3E 12HI 75% YIELD FOR HBM3E 8HI -GF Securities" [X Link](https://x.com/jukan05/status/1932675549807489447) 2025-06-11T05:45Z 68.2K followers, 13.4K engagements "AI Accelerator Market Estimate by Jeff Pu GF Securities For the full report contact me via DM" [X Link](https://x.com/jukan05/status/1934076192275226892) 2025-06-15T02:31Z 68.7K followers, 10.7K engagements "Apple Product Timeline by Jeff Pu GF Securities Hong Kong" [X Link](https://x.com/jukan05/status/1934164078702076095) 2025-06-15T08:20Z 68.8K followers, 29.7K engagements "Nomura: Meta Enters the ASIC Race Challenging Nvidia's Dominance Following in Google's footsteps Meta is reportedly making a full-fledged entry into the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team Meta's ambitions in the AI server sector are rapidly escalating. Their proprietary ASIC server project MTIA is projected to achieve a significant breakthrough in [----] potentially challenging Nvidia's long-standing market dominance. Citing the latest supply chain information the report indicates that" [X Link](https://x.com/jukan05/status/1934802295008710994) 2025-06-17T02:36Z 68.3K followers, 68.8K engagements "AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in [----] 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 [----] driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in [----] According to" [X Link](https://x.com/jukan05/status/1940903893556514936) 2025-07-03T22:42Z 69.2K followers, 21.4K 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 68.7K followers, [----] engagements "Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in [----] Unimicron Technology said AI-related products will account for more than 30% of its [----] revenue and could surpass 40% in [----]. 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 [----] with recovery likely in the second half of [----]. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish" [X Link](https://x.com/jukan05/status/1951116925674873290) 2025-08-01T03:04Z 69.4K followers, 27.1K engagements "Is Japan the biggest victim of these semiconductor tariffs [--]. Renesas Electronics - Type: IDM (Design + Manufacturing) - Main Products: Microcontrollers (MCU) automotive semiconductors industrial chips - US Factory: X (None production is mostly in Japan/Europe) [--]. Kioxia - Type: Memory Specialist (NAND Flash) - Competes with: Samsung Micron SK hynix - US Factory: X (None centered on factories in Japan / Cooperates with Western Digital) [--]. Rapidus - Type: Next-generation foundry development company - Goal: Develop sub-2nm foundry (in cooperation with IBM) - US Factory: X (Cooperating with IBM" [X Link](https://x.com/jukan05/status/1953264500691616136) 2025-08-07T01:18Z 69.4K followers, 17.6K 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 [----] the value of its self-placed orders is expected to reach USD [--] billion. $MRVL" [X Link](https://x.com/jukan05/status/1955844621705339196) 2025-08-14T04:11Z 69.3K followers, 42.6K engagements "Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up [----] 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 https://twitter.com/i/web/status/1960976697718976938 https://twitter.com/i/web/status/1960976697718976938" [X Link](https://x.com/jukan05/status/1960976697718976938) 2025-08-28T08:04Z 68.8K followers, 58.4K engagements "Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in [----] and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly. (GF)AI NVDA . [----] ASIC . https://t.co/CNjLG1OLG0 (GF)AI NVDA . [----] ASIC . https://t.co/CNjLG1OLG0" [X Link](https://x.com/jukan05/status/1966424514331640058) 2025-09-12T08:51Z 68.7K followers, 18K engagements "http://x.com/i/article/1966790745823866880 http://x.com/i/article/1966790745823866880" [X Link](https://x.com/jukan05/status/1966793091165417561) 2025-09-13T09:16Z 68.6K followers, 20.2K engagements "Such fascinating news haha. It turns out that before Amazon and Google announce anything new about their own ASIC efforts they first report it to Jensen Huang haha. Really intriguing. Nvidia's $100 billion investment in OpenAI shows how it's starting to turn into something like AI's government and central bank. Check out my latest with @anissagardizy8 @nickwingfield @QianerLiu for @theinformation https://t.co/dYBAgZshtM Nvidia's $100 billion investment in OpenAI shows how it's starting to turn into something like AI's government and central bank. Check out my latest with @anissagardizy8" [X Link](https://x.com/jukan05/status/1972121921316966459) 2025-09-28T02:11Z 68.1K followers, 217.7K 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 [--] years. https://twitter.com/i/web/status/1973718462003622297 https://twitter.com/i/web/status/1973718462003622297" [X Link](https://x.com/jukan05/status/1973718462003622297) 2025-10-02T11:55Z 69K followers, 42.4K engagements "Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI [--] 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 68.7K followers, [----] engagements "Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October [--] 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 68.3K followers, 31.5K 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 69.2K followers, [---] 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 [----] is not true. The company is still targeting mass production in the second half of [----] although low yield rates remain a bottleneck. However this issue does not imply a delay to [----]. I apologize for any confusion caused. LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7" [X Link](https://x.com/jukan05/status/1985532352135856242) 2025-11-04T02:19Z 68.8K followers, 48.6K 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 $44.6 / $66.7 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 [----]. The project is estimated to contribute around $700800 million in revenue in [----]. 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 68.9K followers, 10.2K 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 68.8K followers, 47.4K engagements "U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in [----] expected to increase only around 10% compared with [----] 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 69.4K followers, 45.1K 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 [----] 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 69.4K followers, 29.6K engagements "GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov [--] Intel share price was up 10% owing to news of order win for Apples M-series in [----]. 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 68.9K followers, 101.5K 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 69.1K followers, [----] engagements "Reuters: China has proposed a plan to require the mandatory purchase of a certain proportion of domestically produced Chinese chips when buying H200" [X Link](https://x.com/jukan05/status/2000571490383925452) 2025-12-15T14:19Z 68.9K followers, 93.5K engagements "GF Securities Overseas Electronics & Telecom ☄ Micron FY1Q26 Earnings Review: DRAM Remains Strong ☀ Maintain Buy rating; raise target price to US$323: Micron reported strong FY1Q26 results with revenue of US$13.6bn and EPS of US$4.78. FY2Q26 guidance far exceeded expectations with revenue midpoint of US$18.7bn and EPS midpoint of US$8.42 (vs. recent buy-side expectations of US$6.5 and our prior forecast of US$7.34). We see Microns gross margin on a clear upward trend: 57% in FY1Q26 expected to exceed 68% in FY2Q. We remain bullish on the long-term AI-driven upcycle in DRAM. Microns HBM4" [X Link](https://x.com/jukan05/status/2001537710662783477) 2025-12-18T06:19Z 68.8K followers, [----] engagements "Taiwans Hon Hai (Foxconn) seeks Japanese government subsidies to produce AI servers in Japan - According to a report by Japanese business daily Diamond Hon Hai is requesting subsidies from the Japanese government and is pursuing a plan to manufacture AI servers at Sharps Kameyama plant in Mie Prefecture. - In materials submitted to Japans Ministry of Economy Trade and Industry (METI) Hon Hai presented a plan to secure a stable supply of NVIDIA chips for AI server production in Japan. - This initiative is interpreted as a strategy to build an AI server supply chain within Japan aligning with" [X Link](https://x.com/jukan05/status/2004423621029290335) 2025-12-26T05:26Z 68.8K followers, 16.6K engagements "Ive written over [----] characters. This is a free post. I think I worked pretty hard on it but Im still not fully satisfied with how it turned out. It may be a bit rough around the edges but Id really appreciate it if you could give it a read. https://open.substack.com/pub/semiconsam/p/why-did-the-memory-chicken-game-keepr=4k4uta&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/semiconsam/p/why-did-the-memory-chicken-game-keepr=4k4uta&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/jukan05/status/2004878947457400941) 2025-12-27T11:36Z 68K followers, 211.8K engagements "@zephyr_z9 Google Translate translates Ibiden as Biden" [X Link](https://x.com/jukan05/status/2005210265256911319) 2025-12-28T09:32Z 68.9K followers, [----] engagements "@markankcorn The 80% next to Ibiden means that Ibiden accounts for 80% of Nvidias share not that Ibiden has 80% of the entire FC-BGA market" [X Link](https://x.com/jukan05/status/2005279901797233109) 2025-12-28T14:09Z 68.9K followers, [---] engagements "Is it true that Rubins CCL material grade is being downgraded Taiwanese CCL stocks are getting hit pretty hard today" [X Link](https://x.com/jukan05/status/2008740075920863638) 2026-01-07T03:18Z 68.7K followers, 17.1K engagements "Doosans stock in Korea isnt doing well either" [X Link](https://x.com/jukan05/status/2008740302706868644) 2026-01-07T03:19Z 68.7K followers, [----] engagements "Amid growing demand for AI servers which is exacerbating the structural supply shortage of NAND flash Taiwanese media reported that Phison Electronics has successfully entered the supply chain for NVIDIA's next-generation AI platform. According to sources cited by Taiwanese media at the CES [----] exhibition Phison's storage module was confirmed to be included in the switch tray system configuration of NVIDIA's next-generation Rubin NVL72. This indicates that Phison's SSD and storage solutions have penetrated the core system level of next-generation AI servers. Additionally it is known that" [X Link](https://x.com/jukan05/status/2009484714076463484) 2026-01-09T04:37Z 69K followers, 13.6K engagements "GF Securities Overseas Electronics Communication ☄ NVIDIA (NVDA US Buy): Upside Potential from H200 Followed by a Leap with Vera Rubin Report Uploaded ☀ Reiterate Buy Rating Raise Target Price to $286: NVIDIAs stock has declined 11% from its November peak last year driven primarily by concerns over Google competition OpenAI models and financing and fears of an AI bubble. However recent investor feedback indicates signs of reversal in the prior long Google TPU short OpenAI/NVIDIA pair trade. We recommend continuing to stay long NVIDIA with key drivers being strong H200 demand and an unchanged" [X Link](https://x.com/jukan05/status/2010542624835551711) 2026-01-12T02:41Z 68.7K followers, 70.3K engagements "UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. VAT) and duration till the end of 1Q26E. Given the size of order we believe this may have been for c.3 units of HBM4 TCB tools. Based on our channel checks and industry conversations we believe competitor Hanwha Semitech may have also secured TCB tool orders of equivalent scale or c.3 units for HBM4 12Hi suggesting a 50/50" [X Link](https://x.com/jukan05/status/2012045084146221340) 2026-01-16T06:11Z 68.8K followers, 35.2K engagements "Sell Hanmi Semiconductor UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex" [X Link](https://x.com/jukan05/status/2012045914798768551) 2026-01-16T06:15Z 68.8K followers, 35.6K engagements "Someone asked me Jukan what is the best robotic supply chain play in your opinion So I tried to think it through and come to my own conclusion. Id pick TSMC and the memory names. I think most robot components can ultimately be produced in-house. People love to talk about reducers having a huge technological moat but when I ask people in the industry the answer to is it really that hard to make is usually no its not that impossible. In the end components other than the robots brain meaning the logic chip and the memory chip paired with it will have to compete head-on with Chinese companies." [X Link](https://x.com/jukan05/status/2012128444042383860) 2026-01-16T11:42Z 69K followers, 62K engagements "Apple to adopt LTPO+ and under-display IR technology for the iPhone [--] As a result the technical bar will be significantly higher than with the iPhone [--] making it difficult for Chinas BOE to break into the iPhone display supply chain" [X Link](https://x.com/jukan05/status/2013151757044457511) 2026-01-19T07:29Z 67.9K followers, 248K engagements "Meta is reportedly scaling back its in-house ASIC (MTIA) plans and instead of buying TPUs its buying AMDs MI455X" [X Link](https://x.com/jukan05/status/2013423784385286519) 2026-01-20T01:30Z 67.9K followers, 382.5K engagements "Commenting on $INTC Intels [----] capex was originally expected to decline vs. [----]. However note that Intel has revised this plan to keep capex roughly flat or only slightly down. Intel Foundry (IFS) investments are set to be front-loaded in 1H with a greater allocation toward equipment purchases. This suggests Intel is becoming more confident in its ability to secure foundry customers. Long Semicap. https://twitter.com/i/web/status/2014529638970937859 https://twitter.com/i/web/status/2014529638970937859" [X Link](https://x.com/jukan05/status/2014529638970937859) 2026-01-23T02:44Z 68.8K followers, 51.5K engagements "GF Overseas Electronics & Communications Celestica (CLS US Hold): TPU and Network Upside Potential Offsets ODM Share Rebalancing Maintain Hold Rating and Target Price of [---] USD: We expect Google's TPU server supply chain to further expand in [----] with Hon Hai starting L10/L11 production in 1Q26 and potentially capturing a higher-than-expected share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meanwhile CLS's communications segment benefits from accelerating network demand including continued growth in 800G and the ramp-up of 1.6T in [----] which will support" [X Link](https://x.com/jukan05/status/2014572273756471368) 2026-01-23T05:33Z 68.8K followers, 19.3K engagements "CHINESE AUTHORITIES APPROVE ALIBABA TENCENT AND BYTEDANCES PURCHASES OF NVIDIA H200" [X Link](https://x.com/jukan05/status/2014656429546996161) 2026-01-23T11:08Z 68.2K followers, 152.9K engagements "One of the best things about using X is that you can get insights from semiconductor industry professionals for free. I enjoyed reading it. https://t.co/EdqTt0ZdGW https://t.co/EdqTt0ZdGW" [X Link](https://x.com/jukan05/status/2014997793283408117) 2026-01-24T09:44Z 68.3K followers, 244.9K engagements "Just in: Samsung has raised DRAM prices by 70% in Q1 and is now hiking NAND flash prices by 100% (According to reports from South Koreas local press)" [X Link](https://x.com/jukan05/status/2015227236702650818) 2026-01-25T00:56Z 67.9K followers, 202.6K engagements "Samsung Raises NAND Prices by 100% in Q1. "Supply Can't Keep Up with Demand" Samsung Electronics has raised the price of NAND flash memory by more than double in the first quarter. This is due to a surge in demand for NAND-based storage devices driven by the proliferation of artificial intelligence (AI) while supply has not increased significantly. The memory shortage and price hike trend are expected to continue for some time. According to industry sources on the 25th Samsung Electronics increased the supply price of NAND flash by more than 100% in the first quarter of this year. It is" [X Link](https://x.com/jukan05/status/2015227653960376540) 2026-01-25T00:58Z 68.7K followers, 200.7K engagements "GF Securities Overseas Electronics Communication ☄ Intel (INTC US Buy): Pullback is a Buying Opportunity ☀ Maintain Buy Rating Raise Target Price to $60: Intel's stock price has risen 38% year-to-date benefiting from the release of Panther Lake at CES and strong momentum in server CPUs. Therefore given the high expectations driven by multiple sell-side upgrades Intel's weak 1Q26 guidance triggered a 12% after-hours stock drop. However we remain bullish on the stock and recommend investors accumulate positions during the pullback considering positive progress in its foundry business: 1) Steady" [X Link](https://x.com/jukan05/status/2015622185784865142) 2026-01-26T03:05Z 68.8K followers, 62K engagements "Samsung Enters HBM4 First SK Hynix Soon. Prices Rise Further 'Smiling' As demand from big tech companies increases Samsung Electronics is supplying the 6th-generation high-bandwidth memory (HBM4) at a higher price than initially expected. This is due to intensifying competition among major North American companies centered around Nvidia AMD and Google leading to greater dependence on domestic memory companies. SK Hynix is also expected to resolve redesign issues and begin mass production soon. According to the semiconductor industry on the 26th Samsung Electronics is starting to supply HBM4" [X Link](https://x.com/jukan05/status/2015649662301356341) 2026-01-26T04:55Z 68.2K followers, 80.3K engagements "It does seem to be a fact that SK hynix did a redesign Samsung Enters HBM4 First SK Hynix Soon. Prices Rise Further 'Smiling' As demand from big tech companies increases Samsung Electronics is supplying the 6th-generation high-bandwidth memory (HBM4) at a higher price than initially expected. This is due to intensifying Samsung Enters HBM4 First SK Hynix Soon. Prices Rise Further 'Smiling' As demand from big tech companies increases Samsung Electronics is supplying the 6th-generation high-bandwidth memory (HBM4) at a higher price than initially expected. This is due to intensifying" [X Link](https://x.com/jukan05/status/2015649937112105330) 2026-01-26T04:56Z 68.2K followers, 35.1K engagements "Highlighting Profitability of 'General-Purpose' DRAM SK Hynix Accelerates Conversion Investments SK Hynix is undertaking a major overhaul of its Icheon DRAM lines. Amid the strong upward trend in conventional DRAM prices the company plans to convert to the most advanced products to enhance productivity. At the same time analysts suggest that strategic production cuts due to conversion investments could also be expected. In a situation where supply shortages persist shipment volumes will be adjusted during the conversion investment period. As a result the high-margin trend for DRAM is likely" [X Link](https://x.com/jukan05/status/2015657635266351267) 2026-01-26T05:26Z 68K followers, 64.2K engagements "JPM TPU Commentary: Strengthening AI ASIC Outlook for FY2026-2027 Broadcoms outlook for its AI ASIC business in fiscal years [----] and [----] is strengthening driven by deepened collaboration with its largest AI customer Google. Broadcom maintains a technical lead of over [--] months compared to Google's internal COT (Customer Owned Tooling) program. This gap is becoming even more entrenched as the complexity of chip design and packaging intensifies. To support AI workloads for external clients such as Anthropic OpenAI and Apple Google is expanding its TPU deployment with plans to ship [--] to 7" [X Link](https://x.com/jukan05/status/2015675123450425798) 2026-01-26T06:36Z 68.4K followers, 32.7K engagements "Samsung Foundry Eyeing 'Turnaround to Profit' Next Year Amid Potential Orders from Qualcomm and AMD for Tesla Chips Samsung Electronics' Foundry Division long considered the "troubled child" of the Device Solutions (DS) department is projected to swing back into the black next year. This optimistic outlook is fueled by the mass production of Tesla's next-generation AI chips and the increasing likelihood of securing orders from global tech giants such as Qualcomm and AMD. As yields for advanced processes below 3nm stabilize and the Taylor Texas fab nears operation Samsung is aggressively" [X Link](https://x.com/jukan05/status/2015768447242965273) 2026-01-26T12:47Z 68.4K followers, 52.6K engagements "This is the first piece Ive written with the team since joining Citrini. I worked incredibly hard on it and Im confident its more substantive than anything youll find from any other house. https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory" [X Link](https://x.com/jukan05/status/2015793667534205039) 2026-01-26T14:27Z 68.7K followers, 71.5K engagements "Memory chip super cycle opens door for China to challenge South Korea The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward industry experts caution that this persistent supply shortage could present Chinese memory manufacturers with an opportunity to enter the market and narrow their technology gap. At a recent seminar on trends in next-generation semiconductor technologies in South Korea Sungkyunkwan University professor Seok-jun Kwon pointed to the ongoing super cycle in" [X Link](https://x.com/jukan05/status/2015941191712571501) 2026-01-27T00:13Z 68.1K followers, 73.7K engagements ""2454 MediaTek (): U.S. broker raises target priceA major U.S. brokerage assumes that if Google ships [--] million TPU units in [----] MediaTek could secure at least [---] million units. It also raised its estimated ASP for 3nm TPUs to $4000 (from $3500). The brokerage expects this project could contribute $10 billion in revenue in [----] accounting for roughly 30% of MediaTeks total revenue." What 1/27 - 2454: Google TPU20276002503 TPU ASP [----] [----] [-------] 30% 1/27 - 2454: Google TPU20276002503 TPU ASP [----] [----] [-------] 30%" [X Link](https://x.com/jukan05/status/2015942982617428119) 2026-01-27T00:20Z 68K followers, 22.5K engagements "Exclusive SK Hynix to Solely Supply HBM3E for Microsofts New AI Chip It has been revealed that SK Hynix is exclusively supplying HBM (High Bandwidth Memory) for Microsofts newly unveiled artificial intelligence (AI) chip the Maia [---]. According to semiconductor industry sources and securities analysts on the 27th SK Hynix is acting as the sole vendor of HBM3E for the Maia [---] AI accelerator which Microsoft recently announced on the 26th (local time). The Maia AI accelerator utilizes a total of 216GB of HBM3E featuring six units of SK Hynixs 12-layer HBM3E. As SK Hynix becomes the exclusive" [X Link](https://x.com/jukan05/status/2015948579517628601) 2026-01-27T00:42Z 68.2K followers, 34.6K engagements "Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://investors.micron.com/news-releases/news-release-details/micron-breaks-ground-advanced-wafer-fabrication-facility https://investors.micron.com/news-releases/news-release-details/micron-breaks-ground-advanced-wafer-fabrication-facility" [X Link](https://x.com/jukan05/status/2015985037033013599) 2026-01-27T03:07Z 68K followers, 205K engagements "Ultimately memory makers have no choice but to expand capacity and that will keep the memory industry cyclical. That said it doesnt mean memory stocks will fall right away. Microns Singapore NAND fab wont come online until [----] so it doesnt undermine the view that the supercycle should continue to benefit the industry throughout 2027and at least all of [----]. If timing the cycle feels daunting buy semicap instead. Among semicap names $LRCX has the highest NAND exposure. Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://t.co/QGhxhNdqU2 Micron is the" [X Link](https://x.com/jukan05/status/2015986278647689720) 2026-01-27T03:12Z 69.1K followers, 76K engagements "NVIDIA announced that they will sell Vera Rubin separately and Intel's stock price has taken a big hit because of that. Regarding this the questions I have are as follows: [--]. What is the biggest bottleneck in manufacturing the Vera CPU currently Is it TSMC's front-end wafer process Probably the packaging used for the Vera CPU can be done by ASE AMKR etc. so that might be less of an issue right [--]. Can NVIDIA's Vera CPU be used instead of an Intel CPU in a general-purpose server that uses Intel x86 If it can be replaced in a general-purpose server what are the advantages [--]. In the long term if" [X Link](https://x.com/jukan05/status/2016003439063662696) 2026-01-27T04:20Z 67.9K followers, 45.2K engagements "Just in: Samsung and SK hynix significantly raised LPDDR prices for Apple Samsung by 80% QoQ and SK hynix by 100% QoQ. $AAPL" [X Link](https://x.com/jukan05/status/2016024200352563587) 2026-01-27T05:43Z 68.3K followers, 173.1K engagements "Even 'Whale' Apple Surrenders. Samsung and SK Hynix Hike LPDDR Prices for iPhone It has been reported that Samsung Electronics and SK Hynix have recently increased the price of Low Power Double Data Rate (LPDDR) DRAM supplied to Apple by nearly double compared to the previous quarter. Apple a major smartphone manufacturer has traditionally utilized its dominant market position to procure LPDDR at relatively low prices. However as the memory supply shortage has intensified since mid-last year Apple appears to have been unable to resist the overall trend of rising prices. Conversely Samsung" [X Link](https://x.com/jukan05/status/2016024794312147358) 2026-01-27T05:45Z 68.3K followers, 38K engagements "DRAM Shortage Projected to Persist Through 2027; Demand to Surge 23% This Year A forecast suggests that the DRAM supply shortage will continue until next year. This is because while demand continues to rise supply is failing to keep pace. In particular the volume of DRAM installed in major devices such as servers and automobiles is expected to increase significantly driving overall demand. According to market research firm Yole Group DRAM demand this year is expected to increase by 23% year-over-year in terms of bit growth. This is due to investments in AI infrastructure such as data centers" [X Link](https://x.com/jukan05/status/2016026776791876029) 2026-01-27T05:53Z 68.3K followers, 17.6K engagements "CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. As laptop manufacturers begin to raise product prices the computer market is expected to enter a period of stagnation. According to investment bank KeyBanc and semiconductor industry sources on the 27th Intel and AMD are considering raising server CPU prices by up to 15%. A primary factor behind this increase is the surge" [X Link](https://x.com/jukan05/status/2016051358143811899) 2026-01-27T07:31Z 68.3K followers, 102K engagements "Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted. $INTC CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. https://t.co/i6hMHtacCV CPU Prices Surge as Well: A Major Blow to the" [X Link](https://x.com/jukan05/status/2016052108626428084) 2026-01-27T07:34Z 68.7K followers, 170.5K engagements "SK Hynix "Re-Revises" Final HBM4 Samples; Nvidia Qualification Expected Within Q1 As news spreads that Samsung Electronics 12-layer HBM4 products are on the verge of entering Nvidias supply chain the industry is closely monitoring the qualification test progress of the current leading supplier SK Hynix. Recently SK Hynix submitted additional HBM4 samples to Nvidia continuing the final stages of its optimization process. Although the original goal was to pass the qualification test by the end of last year the timeline has shifted slightly as the company revised samples to enhance overall" [X Link](https://x.com/jukan05/status/2016091676583034995) 2026-01-27T10:11Z 68.2K followers, 31.6K engagements "Just in: NVIDIA is exploring collaboration with Intel for its Feynman GPUs (DigiTimes) - The GPU compute die is still expected to be manufactured at TSMC while the I/O die could be partially produced using Intels 18A process or its 14A process which is slated for mass production in [----]. - This will depend on the future yield and ramp status of Intels 14A process. - Advanced packaging is expected to be handled on Intels EMIB platform. - The final split of advanced packaging is estimated at up to 25% for Intel and 75% for TSMC. $INTC $NVDA https://twitter.com/i/web/status/2016283528393326612" [X Link](https://x.com/jukan05/status/2016283528393326612) 2026-01-27T22:53Z 68.4K followers, 87.2K engagements "(Exclusive) Rumors: NVIDIA to Outsource to Intel in 2028; Three-Level Interpretation of TSMCs Strategic Thinking TSMC almost dominates advanced processes and advanced packaging becoming a target for the United States. Chip customers simultaneously bear the heavy responsibility of "American manufacturing." Due to cost issues and capacity shortages the model of highly concentrating production at TSMC in recent years has shifted toward a new strategy of "multi-sourcing and risk diversification." Recently rumors from the supply chain suggest that in addition to Apple NVIDIA has tentatively" [X Link](https://x.com/jukan05/status/2016284638248091684) 2026-01-27T22:58Z 68.6K followers, 303.6K engagements "SOCAMM Front Expands Qualcomm and AMD Join Push for Adoption Following NVIDIA The "SOCAMM" front referred to as the "second High Bandwidth Memory (HBM)" is expanding. Following the adoption of SOCAMM by NVIDIA the worlds number one semiconductor company global semiconductor design firms such as Qualcomm and AMD are also considering employing SOCAMM in their new AI server chips. For Samsung Electronics and SK Hynix which produce the Low Power Double Data Rate (LPDDR) DRAMthe material for SOCAMMhow to coordinate the tightening DRAM supply is emerging as a new challenge. According to the" [X Link](https://x.com/jukan05/status/2016288766571512083) 2026-01-27T23:14Z 68.4K followers, 13.9K engagements "SK Hynix No Concessions Even for HBM4 "Secures Two-Thirds of NVIDIAs Volume" While competition surrounding the supply of the next-generation High Bandwidth Memory (HBM) HBM4 is heating up the semiconductor industry this year SK Hynix is reported to have secured more than two-thirds of the volume for its largest customer NVIDIA. As a result expectations are gaining momentum that SK Hynix will maintain its top position in the 6th-generation HBM market based on its proven mass-production capabilities and cooperative relationships with customers. According to the industry on the 28th NVIDIA is" [X Link](https://x.com/jukan05/status/2016308317665296410) 2026-01-28T00:32Z 68.3K followers, 29.8K engagements "A superb post by a Korean Silicon Valley engineer who specializes in analog semiconductors. Very impressive. Highly recommended for semiconductor outsiders who want to spot the next real bottleneck. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD" [X Link](https://x.com/jukan05/status/2016333257416302805) 2026-01-28T02:11Z 69.3K followers, 195.9K engagements "Kioxias market cap has surpassed [--] trillion yen today SK hynix directly holds 19% of Kioxias shares and also owns convertible bonds (CB) that can be exchanged for an additional 14% stake. SK hynix had invested roughly $2.8 billion in Kioxia and by simple calculation that has now ballooned to about $21.5 billion. Im not sure whether this tremendous increase in the value of their stake has been properly reflected in SK hynixs stock price yet. https://twitter.com/i/web/status/2016341608267137394 https://twitter.com/i/web/status/2016341608267137394" [X Link](https://x.com/jukan05/status/2016341608267137394) 2026-01-28T02:44Z 68.3K followers, 68.5K engagements "@TShirtnJeans2 NVIDIA said they recognize revenue when the chips are shipped right Im not sure whether that applies to these H200s as well" [X Link](https://x.com/jukan05/status/2016368055442628814) 2026-01-28T04:29Z 68.7K followers, [---] engagements "Im currently out so please understand that Im unable to provide any comments on SK hynixs earnings at the moment. (I didnt expect them to release preliminary results the day before the earnings announcement.)" [X Link](https://x.com/jukan05/status/2016430953594572822) 2026-01-28T08:39Z 68.3K followers, 31K engagements "Gokul just kicked MediaTeks ass again" [X Link](https://x.com/jukan05/status/2016444423094325610) 2026-01-28T09:33Z 68.6K followers, 71.1K engagements "1. The market is way too optimistic about MediaTeks TPU volume. [--]. Google is pushing ahead with a fully in-house completely CoT-designed 2nm TPU project completely excluding both Broadcom and MediaTek. (WTF) [--]. Google wants to become a real alternative to NVIDIA and for that Broadcom is absolutely essential. [--]. MediaTeks smartphone business is collapsing amid brutal price competition with Qualcomm and others. Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq" [X Link](https://x.com/jukan05/status/2016445200168800631) 2026-01-28T09:36Z 69K followers, 54.1K engagements "GF Securities Overseas Electronics Communication- ASML Performance Commentary 🌟Event: ASML released its 4Q performance with 4Q25 revenue of 9.7bn and a gross margin of 52.2%. On the other hand the company's orders greatly exceeded expectations with new orders amounting to 13.2bn (vs. market expectation of 8bn+ Guangfa forecast of 10bn🌹). Among the new orders 7.4bn was for EUV. The company expects full-year revenue for [----] to be 34-39bn. Additionally ASML announced a [--] euro stock repurchase plan which will be executed by December [--] [----]. 🌟Commentary: The company's orders greatly exceeded" [X Link](https://x.com/jukan05/status/2016479977659838801) 2026-01-28T11:54Z 69K followers, 14.8K engagements "@dnm1712 Synopsys" [X Link](https://x.com/jukan05/status/2016641018469503184) 2026-01-28T22:34Z 68.9K followers, [---] engagements "SK Hynix 4Q25 Q/A (2) 4) CAPA Optimization Strategy Rather than focusing only on short-term performance it is important to respond to customer demand while building trust. Maximizing production volume as much as possible. Currently expanding 1b nano CAPA at M15X and making efforts to improve yields. For general DRAM accelerating the transition speed to 1c nano and [---] layers. 5) Regarding Additional Dividends Treasury Stock Purchase and Cancellation ADR Plans The financial soundness goal is to continuously hold an appropriate level of cash that allows stable business operations even during" [X Link](https://x.com/jukan05/status/2016675453646549468) 2026-01-29T00:51Z 68.3K followers, 32.8K engagements "SK Hynix 4Q25 Q/A (3) 7) Impact on Sets Due to Price Increases PC and mobile customers are showing purchase adjustments due to increased cost burdens. Some customers are conservatively adjusting shipment plans reviewing spec adjustments centered on low-spec products with low price sensitivity. However this will not expand into a contraction of overall market demand. This is because on-device AI is driving demand centered on high-spec products. 8) Regarding AI Corporation Establishment and Synergies Aiming to leap beyond a simple component supplier to become a partner in the AI data center" [X Link](https://x.com/jukan05/status/2016678826655502674) 2026-01-29T01:04Z 68.3K followers, [----] engagements "* Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI" [X Link](https://x.com/jukan05/status/2016691994312266097) 2026-01-29T01:56Z 68.8K followers, 27.4K engagements "GF Overseas Electronics Communication UMC (2303 TT Hold) Analysis ☄UMC (2303 TT Hold): Low Risk-Reward Attractiveness ☀Maintain Hold Rating Raise Target Price to NT$67: UMC's stock price has risen strongly over the past [--] weeks reflecting wins in silicon photonics orders and improvements in the pricing environment for mature processes. Nevertheless the earnings call focused investor attention on the [----] outlook and pricing. Although the company did not provide [----] gross margin guidance management believes the pricing environment has become more favorable but it gave mild guidance for 1Q26" [X Link](https://x.com/jukan05/status/2016699270423072783) 2026-01-29T02:25Z 68K followers, 30.5K engagements "Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI" [X Link](https://x.com/jukan05/status/2016714101674873267) 2026-01-29T03:24Z 68.4K followers, 105.7K engagements "@firstadopter Even if they already hold a large stake does that mean Microsoft doesnt care if its ownership gets diluted" [X Link](https://x.com/jukan05/status/2016715677474992376) 2026-01-29T03:31Z 68.8K followers, [----] engagements "Intel stated at NEPCON Japan [----] that it achieved a key milestone in its glass substrate development. More specifically SeWaRe (micro-cracks) caused by stress differences between the core layer and the build-up layers has been one of the major challenges for glass-core substrates but Intel reported in its presentation that it achieved No SeWaRe. Intel also said the product was manufactured on a [------] mm panel basis. $INTC" [X Link](https://x.com/jukan05/status/2016848377233973507) 2026-01-29T12:18Z 68K followers, 52.2K engagements "Alibaba is considering increasing its planned investment in AI infrastructure and cloud computing from [---] billion RMB to [---] billion RMB over the next three years According to an insider Alibaba is considering raising its original plan of investing [---] billion RMB in AI infrastructure and cloud computing over the next three years to [---] billion RMB. In China Alibaba has its self-developed chip Zhenwu 810E; overseas it is purchasing GPUs on a massive scaleone insider described it as transporting them by truckloads. At its most aggressive phase the company even bought large quantities of" [X Link](https://x.com/jukan05/status/2016854170385731730) 2026-01-29T12:41Z 68.5K followers, 16.8K engagements "Skeptics gain fame optimists make money. I sold SanDisk at $124 hesitated to buy at $400 and now SanDisk is at $631. $SNDK" [X Link](https://x.com/jukan05/status/2017039796464734383) 2026-01-30T00:58Z 69.4K followers, 61K engagements "@arnie_hacker I'm not sure whether HBF will do well or not. The more stories I hear the harder it actually becomes to make a judgment. I have this feeling that YMTC will be able to dramatically / massively increase its capacity next year" [X Link](https://x.com/jukan05/status/2017041404338507924) 2026-01-30T01:05Z 68.3K followers, [----] engagements "Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory" [X Link](https://x.com/jukan05/status/2017057013583532467) 2026-01-30T02:07Z 68.8K followers, 176.2K engagements "For reference Samsung and SK hynix have nearly doubled LPDDR pricing for Apple compared to before. Ive also heard that pricing for mobile NAND has been raised significantly as well. Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory" [X Link](https://x.com/jukan05/status/2017057374910247108) 2026-01-30T02:08Z 68.4K followers, 60.1K engagements "Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)" [X Link](https://x.com/jukan05/status/2017122593569198529) 2026-01-30T06:27Z 68.8K followers, 145.2K engagements "Is my concern starting to become reality I still think a lot of people are seriously underestimating YMTC. Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)" [X Link](https://x.com/jukan05/status/2017122943332180258) 2026-01-30T06:29Z 67.9K followers, 54.6K engagements "China's YMTC Aggressively Expands NAND Flash Production: "Early Operation of New Plant in Wuhan" Yangtze Memory Technologies Co. (YMTC) China's largest NAND flash manufacturer is reportedly pushing forward with its Phase [--] investment in Wuhan at an unprecedented pace. While the Wuhan Plant [--] which began construction last September was originally expected to establish a full-scale mass production system next year local industry sources now project that YMTC will adjust its schedule to begin actual mass production as early as the second half of this year. According to Chinese semiconductor" [X Link](https://x.com/jukan05/status/2017123760684617910) 2026-01-30T06:32Z 69.4K followers, 74.5K engagements "* CHINA CONDITIONALLY APPROVES DEEPSEEKS PURCHASE OF NVIDIA AI CHIPS" [X Link](https://x.com/jukan05/status/2017130304662823412) 2026-01-30T06:58Z 68.3K followers, 33.6K engagements "*Chinas government has approved the purchase of NVIDIAs H200 AI chips by DeepSeek one of the countrys leading AI startups but the approval comes with regulatory conditions that are still in the process of being finalized. * Chinas government has approved the purchase of NVIDIAs H200 AI chips by DeepSeek one of the countrys leading AI startups but the approval comes with regulatory conditions that are still in the process of being finalized. are being set by the National Development and Reform Commission (NDRC)" [X Link](https://x.com/jukan05/status/2017131077719257212) 2026-01-30T07:01Z 68.3K followers, 25.3K engagements "Morgan Stanley: Meta Price Target Raised to $825 Meta's Ad Revenue to Overtake Google Search Ads in Q2 [----] In its latest report Morgan Stanley predicts that Meta's advertising revenue will surpass Google Search advertising revenue for the first time in the second quarter of [----]. - While Google Search had a 15% growth rate when its quarterly revenue was at the $57 billion scale Meta is recording high-speed growth of 3435% at the same revenue scale. - In Zuckerberg's eyes the current system is still at a 'primitive' level. Morgan Stanley believes that if the current system is primitive" [X Link](https://x.com/jukan05/status/2017153719067169249) 2026-01-30T08:31Z 68.5K followers, 25.2K engagements "Exclusive Samsung Electro-Mechanics Breaks Into NVIDIAs Supply Chain Samsung Electro-Mechanics (SEMCO) will supply high-value Flip-Chip Ball Grid Array (FC-BGA) substrates to NVIDIA for the first time. Amid the global AI data center construction boom cooperation with NVIDIAthe leader in the AI semiconductor marketis expected to be a major turning point that elevates SEMCO's substrate business to the next level. Industry experts evaluate that Samsungs technological prowess has once again stood out as Japanese component and material companies have historically dominated the supply of high-value" [X Link](https://x.com/jukan05/status/2017163166938218571) 2026-01-30T09:09Z 68.7K followers, 42.4K engagements "Im not sure why Oracles stock is trading sideways. Is it because its core business is software so its included in the short SaaS basket Or is it because no LLM trained on Blackwell has been released yet It doesnt seem like a sufficient explanation to simply say the stock is being suppressed due to excessive CAPEX burden directed toward OAI does it https://twitter.com/i/web/status/2017380055626957294 https://twitter.com/i/web/status/2017380055626957294" [X Link](https://x.com/jukan05/status/2017380055626957294) 2026-01-30T23:31Z 68.7K followers, 39K engagements "WSJ: NVIDIAs Jensen Huang criticized OpenAI for what he described as a lack of discipline in its business approach and he also voiced concerns about the competitive pressure OpenAI faces from rivals such as Google and Anthropic" [X Link](https://x.com/jukan05/status/2017388119377711225) 2026-01-31T00:03Z 68.7K followers, 84K engagements "Even though its Nikkei (a Japanese outlet) breaking the story I didnt realize Kioxia was actually this pissed about SanDisk freeloading lol" [X Link](https://x.com/jukan05/status/2017430352009302092) 2026-01-31T02:50Z 67.9K followers, 52.8K engagements "ASIC server demand boosts Taiwan's high-end CCL shipments - Cloud Service Providers (CSPs) continue to maintain robust capital expenditures (CAPEX) driving steady growth in the AI server and high-speed network switch markets. - Against this backdrop the advancement of CCL (Copper Clad Laminate) material specifications is accelerating with a gradual increase in orders for high-value-added products. - Taiwans top three CCL manufacturers achieved significant revenue growth in [----] with all three recording double-digit year-over-year increases. - Looking ahead to [----] the penetration of Taiwanese" [X Link](https://x.com/jukan05/status/2017492440685715682) 2026-01-31T06:57Z 68.3K followers, 21.8K engagements "Does Sandisk's recent sharp stock price surge already reflect the company's tremendous operating profit margin in [----] If it hasn't been fully priced in yet then the stock price could still have a lot more room to run going forward. Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io" [X Link](https://x.com/jukan05/status/2017494633904017674) 2026-01-31T07:06Z 68.7K followers, 61.3K engagements "* South Koreas semiconductor exports in January reached $20.5 billion surpassing $20 billion for the second consecutive month. * The January semiconductor export growth rate stood at 103% more than doubling compared to January of the previous year. https://www.yna.co.kr/view/AKR20260201012200003input=1195m https://www.yna.co.kr/view/AKR20260201012200003input=1195m" [X Link](https://x.com/jukan05/status/2017755788371234904) 2026-02-01T00:24Z 68.7K followers, 29.7K engagements "Can OpenAI go public (IPO) without agreeing with Elon Musk" [X Link](https://x.com/jukan05/status/2017763013957415039) 2026-02-01T00:52Z 68.8K followers, 29.3K engagements "Several sell-side firms have begun to forecast Samsung Foundrys return to profitability" [X Link](https://x.com/jukan05/status/2017769420907794635) 2026-02-01T01:18Z 68.7K followers, 53.8K engagements "Why Its Extremely Difficult to Manufacture Mobile SoCs on Intel 18A/14A (Perspective from an Active Design House Industry Professional via SemiWiki) #1" [X Link](https://x.com/jukan05/status/2017807224417247693) 2026-02-01T03:48Z 68.9K followers, 69.1K engagements "Jukan's Commentary: The reason TSMC emphasized that A16 is HPC-exclusive is that implementing BPD requires a specific process step that must be performed during the wafer flip and that step significantly degrades the heat dissipation (thermal spreading) performance of backside power delivery. As a result chips fabricated on the A16 node inevitably become HPC chips that mandatorily require liquid cooling. No company has solved this issue to date. As SemiWiki experts have noted backside power delivery provides larger performance gains in high-power/high-performance applications while the gains" [X Link](https://x.com/jukan05/status/2017809609474601145) 2026-02-01T03:57Z 68.3K followers, 60.4K engagements "The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used" [X Link](https://x.com/jukan05/status/2017836048567730422) 2026-02-01T05:42Z 69.4K followers, 61.2K engagements "@OmerCheeema Morgan Stanley still seems to view memory as a cyclical industry. They expect operating profit to peak in [----] and then gradually decline from [----] onward" [X Link](https://x.com/jukan05/status/2017903618318639407) 2026-02-01T10:11Z 68.5K followers, 11.4K engagements "I'm also researching HPSP. Peter Thiel sponsors JD Vance. JD Vance represents Ohio as his district where Intel's largest fab is located. HPSP has unusually high sales to Intel among Korean semiconductor equipment companies. Peter Thiel's fund appointed Lee Chun-heung the former senior vice president in charge of Intel's packaging to HPSP. Peter Thiel's fund Cresando has stated that it will not sell HPSP but will continue to hold it. Something. something is happening. I learned of this niche Korean semiconductor equipment firm called HPSP that has a virtual monopoly in high-pressure hydrogen" [X Link](https://x.com/jukan05/status/2017918366544216513) 2026-02-01T11:10Z 68.3K followers, 130K engagements "Is anyone aware of why ASML can boast strong orders and deliver outstanding results yet Lasertec reports less impressive performance ASMLs equipment and Lasertecs equipment are sold as a paired set arent they" [X Link](https://x.com/jukan05/status/2018124112028467509) 2026-02-02T00:47Z 69.2K followers, 36.8K engagements "DRAMeXchange January PC DRAM Contract Price Announcement - At the end of January some memory suppliers and PC OEMs finalized their contract prices for 1Q26. Contract prices rose by 105110% compared to the previous quarter a significant expansion from the 3843% increase recorded in 4Q25. The contract price for 8GB DDR4 reached $85 a 115120% increase QoQ. The 16GB DDR4 contract price also surged to $134 rising 103108% compared to the previous quarter. As a result the price discount of DDR5 relative to DDR4 widened to 12% in January (vs. 6% in 4Q25). Most contract price negotiations are expected" [X Link](https://x.com/jukan05/status/2018124730927337842) 2026-02-02T00:50Z 68.4K followers, 69.2K engagements "* DRAMEXCHANGE: Q1 PC DRAM CONTRACT PRICES UP 105110% QOQ" [X Link](https://x.com/jukan05/status/2018125303151988938) 2026-02-02T00:52Z 68K followers, 20.9K engagements "* DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU" [X Link](https://x.com/jukan05/status/2018125345854288190) 2026-02-02T00:52Z 69.4K followers, 189.5K engagements "* DRAMEXCHANGE: Q1 SERVER DRAM CONTRACT PRICE OUTLOOK UP 8893% QOQ" [X Link](https://x.com/jukan05/status/2018125385435930963) 2026-02-02T00:52Z 68.2K followers, 14.3K engagements "@evrgn11112231 Do you know which firm wrote that report" [X Link](https://x.com/jukan05/status/2018131402202783960) 2026-02-02T01:16Z 68.7K followers, [----] engagements "@jake_ayes @evrgn11112231 Oh AYZ wrote a report on this too I didnt know" [X Link](https://x.com/jukan05/status/2018132681293541486) 2026-02-02T01:21Z 68K followers, [---] engagements "Bank of America forecasts that due to the sharp rise in DRAM prices smartphone shipments in [----] will decline by a high single-digit percentage while PC shipments will drop by a low double-digit percentage (around 1013%). What surprised me when I saw this table was that contrary to the fear-mongering from many sell-side analysts even though automotive DRAM prices have risen significantly vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic) And the decline in low-end smartphone shipments seems much more severe than I thought theyre projecting" [X Link](https://x.com/jukan05/status/2018184232800239982) 2026-02-02T04:46Z 69.4K followers, 86.1K engagements "I personally dont think this rumor is true but Im sharing it because I think you should be aware of it. Rumor: Starting with TPU v8 Google will no longer use HBM The incident was triggered by the global capacity shortage of HBM which will be unable to meet AI growth demands over the next [--] to [--] years. At the same time traditional HBM is limited by its design of being fixed on Rumor: Starting with TPU v8 Google will no longer use HBM The incident was triggered by the global capacity shortage of HBM which will be unable to meet AI growth demands over the next [--] to [--] years. At the same time" [X Link](https://x.com/jukan05/status/2018218197590425972) 2026-02-02T07:01Z 68.2K followers, 37.3K engagements "Samsung and SK Hynix to Accelerate Conversion Investment in Cutting-edge NAND in Q2 Samsung Electronics and SK Hynix are set to begin large-scale conversion investments in cutting-edge NAND flash. While these plans were previously delayed in favor of DRAM concrete investment schedules are now being finalized. This strategy aims to address the surging demand in the NAND market driven primarily by the AI industry. According to industry sources on the 2nd both Samsung and SK Hynix plan to proceed with conversion investments for cutting-edge NAND during the second quarter of this year. Samsung" [X Link](https://x.com/jukan05/status/2018219074820747474) 2026-02-02T07:04Z 69.4K followers, 29.2K engagements "SCMP: DeepSeeks next-generation model reportedly has trillions of parameters and the sharp increase in model size has slowed down training speed. As a result the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. New: Almost every frontier Chinese AI lab is racing to release major new models before the Lunar New Year including Zhipu GLM-5 and MiniMax M2.2. https://t.co/kGXXNF0H3l Meanwhile despite widespread speculation about V4 DeepSeek is expected to only release a minor upgrade to New: Almost every frontier Chinese AI lab is racing to release major new" [X Link](https://x.com/jukan05/status/2018224617945788822) 2026-02-02T07:27Z 68.6K followers, 74K engagements "If youd like to read it: https://open.substack.com/pub/globaltechresearch/p/co-packaged-optics-cpo-the-next-big-db9utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/globaltechresearch/p/co-packaged-optics-cpo-the-next-big-db9utm_campaign=post-expanded-share&utm_medium=web" [X Link](https://x.com/jukan05/status/2018301130099552463) 2026-02-02T12:31Z 68.3K followers, 21K engagements "Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first" [X Link](https://x.com/jukan05/status/2018447356967162363) 2026-02-02T22:12Z 69.3K followers, 77.8K engagements "I dont get why theyre blaming Nvidia for Codex being slow lol. Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6 Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6" [X Link](https://x.com/jukan05/status/2018448707176558762) 2026-02-02T22:17Z 68.4K followers, 45.4K engagements "When I first put this material together a lot of people were skepticalasking why YMTC would bother with something like LPDDR5 but now its finally showing up in media reports. China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the 2nd half [----]. YMTC is developing hybrid bonding techniques for China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources." [X Link](https://x.com/jukan05/status/2018485491436605535) 2026-02-03T00:43Z 68.3K followers, 32.5K engagements "What Is it already time for OpenAI to start laying off staff OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D" [X Link](https://x.com/jukan05/status/2018613721812382148) 2026-02-03T09:13Z 69.3K followers, 231.7K engagements "Dont get me wrong Im not a person familiar with the matter. I simply responded to the WSJs request for comment" [X Link](https://x.com/jukan05/status/2018647751895171484) 2026-02-03T11:28Z 68.3K followers, 22.5K engagements "https://www.marketwatch.com/story/softbank-corp-unit-teams-up-with-intel-to-work-on-next-generation-memory-tech-update-f5e276a6mod=dj-newswires https://www.marketwatch.com/story/softbank-corp-unit-teams-up-with-intel-to-work-on-next-generation-memory-tech-update-f5e276a6mod=dj-newswires" [X Link](https://x.com/jukan05/status/2018647754369831350) 2026-02-03T11:28Z 68.3K followers, [----] engagements "https://www.koreaherald.com/article/10668779ref=naver https://www.koreaherald.com/article/10668779ref=naver" [X Link](https://x.com/jukan05/status/2018844413750096059) 2026-02-04T00:29Z 68.3K followers, 12.6K engagements "Just in: Samsung and SK hynix are likely to post NAND margin rates of 4050% in 1H26 (ZDNet Korea)" [X Link](https://x.com/jukan05/status/2018848100279030078) 2026-02-04T00:44Z 68.9K followers, 32K engagements "Nvidias exports of the H200 to China have received approval from the U.S. Department of Commerce but theyre still being delayed as they undergo review by the U.S. State Department" [X Link](https://x.com/jukan05/status/2018888324107346017) 2026-02-04T03:24Z 69.4K followers, 35.4K engagements "Exclusive Samsung Foundry Pushes for Price Increase in 48nm Process Samsung Electronics Foundry (semiconductor contract manufacturing) is pushing for price increases for some of its processes. The targets are 4-nanometer (nm) and 8nm processes and the increase is observed to be around 10%. According to the semiconductor industry on the 4th Samsung Electronics Foundry recently shared the possibility of price adjustments for some processes with major partner companies. It is considering price increases centered on processes where demand is concentrated. A design house official stated Recently" [X Link](https://x.com/jukan05/status/2018936843707019302) 2026-02-04T06:37Z 69.3K followers, 46.4K engagements "@harukaze5719 Do you think Nintendos prices will go up Memory prices have already surged a lot and now foundry prices are going up too" [X Link](https://x.com/jukan05/status/2018939381579657467) 2026-02-04T06:47Z 68.1K followers, [----] engagements "@evrgn11112231 Thats right. Google selling TPUs externally follows a similar logic. Honestly I still dont understand why Google would sell TPUs to competitors. If theyre really that good shouldnt Google keep them exclusive to itself" [X Link](https://x.com/jukan05/status/2019197945514762614) 2026-02-04T23:54Z 68.9K followers, 33.5K engagements "Yomiuri reported that TSMC will build its second Kumamoto fab in Japan as a 3nm facility but the scale seems smaller than I expected. They said $17 billion of capex is expected to be deployed. https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/ https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/" [X Link](https://x.com/jukan05/status/2019210624933462448) 2026-02-05T00:45Z 68.8K followers, 10.2K engagements "Me after hearing Thomson & Reuters stock has crashed: Could Claude take down the Bloomberg Terminal" [X Link](https://x.com/jukan05/status/2019216983536071127) 2026-02-05T01:10Z 68.2K followers, [----] engagements "Yeah that was truly a legendary trade" [X Link](https://x.com/jukan05/status/2019223444307734572) 2026-02-05T01:35Z 69.3K followers, 92.1K engagements "@erla221942 Mag 1" [X Link](https://x.com/jukan05/status/2019240342785257750) 2026-02-05T02:43Z 68.3K followers, [----] engagements "@bigsimzz NVDA" [X Link](https://x.com/jukan05/status/2019244844238139867) 2026-02-05T03:01Z 68.3K followers, [----] engagements "I still cant believe MSTR nearly made it into the S&P [---] ahead of SanDisk. What business does a company that basically just buys Bitcoin even have" [X Link](https://x.com/jukan05/status/2019264046957228509) 2026-02-05T04:17Z 68.8K followers, 28K engagements "Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. This isnt some secretanyone whos supposed to know already knows. As long as it doesnt go into AI servers its perfectly fine. https://twitter.com/i/web/status/2019265776684056772 https://twitter.com/i/web/status/2019265776684056772" [X Link](https://x.com/jukan05/status/2019265776684056772) 2026-02-05T04:24Z 68.8K followers, 97.1K engagements "https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch" [X Link](https://x.com/jukan05/status/2019265923673432173) 2026-02-05T04:24Z 68.7K followers, [----] engagements "https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/ https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/" [X Link](https://x.com/jukan05/status/2019384627371339972) 2026-02-05T12:16Z 68.9K followers, [----] engagements "@zephyr_z9 Would it be a major blow to $AAPL" [X Link](https://x.com/jukan05/status/2019384906112241763) 2026-02-05T12:17Z 68.5K followers, 23.9K engagements "@RYANHINGSHING @zephyr_z9 Shawn Kim I havent forgotten this" [X Link](https://x.com/jukan05/status/2019391140781518934) 2026-02-05T12:42Z 68.9K followers, [---] engagements "@zephyr_z9 A source familiar with this matter told me that he is actually the successor to Bill Hwang the 'Nightmare of Wall Street'" [X Link](https://x.com/jukan05/status/2019409353372270957) 2026-02-05T13:54Z 68.5K followers, 12.3K engagements "https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes" [X Link](https://x.com/jukan05/status/2019412749219164238) 2026-02-05T14:08Z 69.2K followers, 10.3K engagements "@Alex_Intel_ Can PTL compete with the RTX 5070" [X Link](https://x.com/jukan05/status/2019414479084351517) 2026-02-05T14:15Z 68.3K followers, [----] engagements "Shouldnt we view Bitcoin as a high-beta tech stock now rather than an independent high-risk asset" [X Link](https://x.com/jukan05/status/2019436578016489796) 2026-02-05T15:42Z 69.2K followers, 19.5K engagements "@RihardJarc why MSFT" [X Link](https://x.com/jukan05/status/2019437842871812319) 2026-02-05T15:47Z 68.4K followers, 15.9K engagements "This information didnt come from a newsletterit came from a memo that was distributed to institutions. Whether its illegal or not depends first on how the memo was obtained and if someone shorted the stock first and then released it to the public that can be a separate issue as well" [X Link](https://x.com/jukan05/status/2019941424398283103) 2026-02-07T01:08Z 68.5K followers, [----] engagements "The fact that something might be released eventually isnt a free passthe real issue is what kind of advantage was created during the non-public window before disclosure. And yes legitimate researchdoing channel checks gathering information on the ground analyzing public datais fair source competition. But that does not include stealing or misappropriating someone elses paid information and trading on it. Especially if someone takes a position first releases it to the public moves the price profits its common sense that the intent and the means create a separate layer of risk isnt it" [X Link](https://x.com/jukan05/status/2019942962206240786) 2026-02-07T01:15Z 68.6K followers, [---] engagements "@goth600 Are there any people whod like to discuss this topic with me My friends always end up talking about games" [X Link](https://x.com/jukan05/status/2020323248140087671) 2026-02-08T02:26Z 68.8K followers, [----] engagements "Goldman Sachs put out a really excellent report. I especially liked how they laid out with solid modeling the argument that even in an extreme scenario where demand destruction hits smartphones and PCs server demand would absorb the impact. That said what surprised me was that they downgraded Micron with a $235 price target. They basically said a large part of the positives is already priced in which I found quite unexpected. $MU" [X Link](https://x.com/jukan05/status/2020721025047204042) 2026-02-09T04:46Z 68.5K followers, 35.8K engagements "@EdwardDiGi @SorenCookie" [X Link](https://x.com/jukan05/status/2020753847971647854) 2026-02-09T06:57Z 69.1K followers, [---] engagements "SemiAnalysis was right. Microns situation is even more serious" [X Link](https://x.com/jukan05/status/2020851135553360090) 2026-02-09T13:23Z 68.6K followers, 58.1K engagements "Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK" [X Link](https://x.com/jukan05/status/2021192487289880607) 2026-02-10T12:00Z 69K followers, 131.3K engagements "@blazingbees 70% . . 1/3" [X Link](https://x.com/jukan05/status/2021235297963426019) 2026-02-10T14:50Z 69.4K followers, [----] engagements "China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production of HBM3 the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors this year. This marks the beginning of the HBM catch-up race. Korean semiconductor companies are also widening their stride to stay ahead of China's technological pursuit. Samsung Electronics will begin mass production of HBM4 for NVIDIA supply starting at the end of this month a world first. According to the semiconductor industry on the 8th" [X Link](https://x.com/jukan05/status/2020493592809316358) 2026-02-08T13:43Z 69.8K followers, 71.2K engagements "Samsung Secures 8nm Foundry Orders in Europe Following U.S. and Japan Large-Scale Supply Expected This Year Samsung Electronics having attracted major foundry (semiconductor contract manufacturing) clients from the U.S. and Japan last year is now building its customer base in the European market this year. Some companies that have been receiving chips from Samsung's foundry division last year are expected to ramp up production volumes this year after completing process stability and quality testing. According to industry sources on the 10th German fabless (semiconductor design) company" [X Link](https://x.com/jukan05/status/2021118344179658793) 2026-02-10T07:05Z 69.8K followers, 12.7K engagements "Taiwan's Winbond: The DRAM supply shortage is expected to persist with memory prices projected to surge 9095% this quarter. Furthermore the magnitude of price increases next quarter is likely to remain at a similar level. This means prices are not just nearly doubling this quartermemory prices could effectively double again in Q2. This implies that by the end of June memory prices could reach nearly 4x the levels seen at the end of last year. $MU https://twitter.com/i/web/status/2021483195884241177 https://twitter.com/i/web/status/2021483195884241177" [X Link](https://x.com/jukan05/status/2021483195884241177) 2026-02-11T07:15Z 69.8K followers, 27K engagements "Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://www.ctee.com.tw/news/20260212700075-430501 https://www.ctee.com.tw/news/20260212700075-430501" [X Link](https://x.com/jukan05/status/2021724064151416850) 2026-02-11T23:12Z 69.8K followers, 23.7K engagements "Im not sure if saying something bad about Micron really deserves death threats. Im not gonna get shot and killed if I go to San Jose right" [X Link](https://x.com/jukan05/status/2021726000321896471) 2026-02-11T23:20Z 69.8K followers, 25K engagements "2025 Q4 Global CPU Market AMD Sets All-Time Highs in Both Shipments and Revenue - According to a report by market research firm Mercury Research AMD achieved record highs in both shipment volume and revenue in the global CPU market in Q4 [----]. - Specifically: CPU revenue share reached 35.4% up 6.8pp YoY and 2.9pp QoQ. CPU unit shipment share reached 29.2% up 4.5pp YoY and 3.6pp QoQ. - In short AMD significantly expanded its share of the global CPU market in Q4 [----] with both shipments and revenue reaching their highest levels on record. $AMD $INTC" [X Link](https://x.com/jukan05/status/2021956803718983881) 2026-02-12T14:37Z 69.8K followers, 19.5K engagements "This article is an English translation of a piece originally written in Korean by Haeryeong Kang of The Korea Economic Daily. Link There was one mysterious memory platform that Jensen Huang CEO of Nvidia announced at 'CES 2026.' 'Inference Context Memory Platform.' Inference context memory platform Today in Tech & the City we'll take a close look at what this is. Key Keyword: KV Cache Toward the end of his NVIDIA Live speech in Las Vegas on the 5th (local time) CEO Jensen Huang began talking about a memory platform. Naturally our ears pricked up. Is this the second coming of HBM (High" [X Link](https://x.com/jukan05/status/2014982617280786451) 2026-01-24T08:44Z 69.8K followers, 87.6K engagements "I thought flights to Japan would get cheaper if fewer Chinese people traveled there but they actually got more expensive. A flight to Shenzhen is about half the price of a flight to Tokyo. Anyway Im planning to visit Shenzhen from March [--] to March 26Ive already booked the flights. Where would you recommend visiting in Shenzhen I mainly want to check out Chinas high-tech scene. https://twitter.com/i/web/status/2020324266458468710 https://twitter.com/i/web/status/2020324266458468710" [X Link](https://x.com/jukan05/status/2020324266458468710) 2026-02-08T02:30Z 69.8K followers, 37.2K engagements "Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By lowering the barrier to entry for programming vibe coding will lead to more apps being submitted to the App Store which in turn will generate more App Store profit for Apple. https://twitter.com/i/web/status/2020357025851757045 https://twitter.com/i/web/status/2020357025851757045" [X Link](https://x.com/jukan05/status/2020357025851757045) 2026-02-08T04:40Z 69.8K followers, 99.6K engagements "Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already updated in our August [----] report that Micron's HBM4 schedule would be delayed due to HBM4 speed upgrade issues - Our HBM model already adjusted Micron's [----] HBM4 market share to around 1% factoring in redesign and sample schedule delays Impact on earnings expected to be minimal - The delay in Micron's HBM4 is not expected" [X Link](https://x.com/jukan05/status/2021359981476577478) 2026-02-10T23:05Z 69.8K followers, 121.8K engagements "*ByteDance is reportedly in talks to manufacture its ASICs at Samsung Foundry. For reference I shared this with you a few months ago. https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/ https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/" [X Link](https://x.com/jukan05/status/2021449439198708192) 2026-02-11T05:01Z 69.8K followers, 24.3K engagements "Rapidus plans to begin mass-producing 2nm wafers at a rate of [----] wafers per month by the end of [----] and ramp up to [-----] wafers per month by the end of [----]. According to the business plan Rapidus submitted to Japan's Ministry of Economy Trade and Industry (METI) mass production of 2-nanometer chips is set to begin in the second half of fiscal year [----]. The company plans to scale production to four times the [----] level by [----]. At the start of mass production in the second half of FY2027 Rapidus plans to produce [----] wafers per month with the goal of expanding capacity to approximately" [X Link](https://x.com/jukan05/status/2021545574378705391) 2026-02-11T11:23Z 69.8K followers, 18.9K engagements "Mitsui kinzoku revised up its full-year guidance once again" [X Link](https://x.com/jukan05/status/2022218555182416168) 2026-02-13T07:57Z 69.8K followers, 23.7K engagements "Why are power semiconductors the future Barclays: The power consumption of AI chips is rising rapidly. NVIDIAs current Blackwell-generation GPU chips have already reached around [---] kW and the power consumption of GB200 rack-level servers is about [---] kW. Even more striking is the Rubin Ultra chip scheduled for release in [----]. The power consumption of this GPU is expected to reach three times that of Blackwell and the power consumption per server rack will rise to around [---] kW. By the time of the Feynman architecture power is expected to increase by another [---] times reaching more than" [X Link](https://x.com/jukan05/status/1988755845027623247) 2025-11-12T23:48Z 69.7K followers, 115.3K engagements "Even without taking a long-term view the PSU market is going to grow massively starting next year. Whats really unfortunate is that most major PSU makers are Taiwanese companies. For me investing in Taiwanese stocks is a bit tricky" [X Link](https://x.com/jukan05/status/2011228362090692854) 2026-01-14T00:06Z 69.7K followers, 53K engagements "Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly" [X Link](https://x.com/jukan05/status/1963527164277788859) 2025-09-04T08:58Z 69.8K followers, [----] engagements "Im only just getting around to reading Citis [----] semiconductor outlook and this table is genuinely fascinating. [--]. Broadcoms revenue from Google in [----] is expected to roughly double versus [----] and in [----] it could grow again to nearly double compared with [----]. [--]. Meta-related revenue likely starts to show up meaningfully in [----]. [--]. ByteDances ASIC shipments look small through [----] but it seems to enter true volume production toward late [----]. [--]. Revenue from Anthropic could be nearly on par with Google in [----] but then drop sharply in [----]. [--]. xAIs ASIC really starts to take off in 2027." [X Link](https://x.com/jukan05/status/2005183355990802874) 2025-12-28T07:45Z 69.7K followers, 733.9K engagements "Morgan Stanleys estimated AWS Trainium [--] (Tr3) volume allocation by company: - Alchip: 500k600k units - Annapurna: 800k900k units - Marvell: 100k200k units Broadcom has decided to use its limited 3nm capacity for its ongoing ASIC projects particularly TPU production. https://twitter.com/i/web/status/2008827432665845815 https://twitter.com/i/web/status/2008827432665845815" [X Link](https://x.com/jukan05/status/2008827432665845815) 2026-01-07T09:05Z 69.8K followers, 72K engagements "This is truly an excellent report. I was so absorbed in reading it that I didnt even notice an hour had passed. What surprised me most was that JPM views Kioxia as having a larger eSSD exposure than SanDisk and even named Kioxia as its top pick. I had assumed SanDisks eSSD exposure would be much higher than Kioxias" [X Link](https://x.com/jukan05/status/2015413407164563836) 2026-01-25T13:16Z 69.7K followers, 247.2K engagements "Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550" [X Link](https://x.com/jukan05/status/2017897568907432313) 2026-02-01T09:47Z 69.7K followers, 362.4K engagements "As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol" [X Link](https://x.com/jukan05/status/2018301127884988787) 2026-02-02T12:31Z 69.8K followers, 171.4K engagements "This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read" [X Link](https://x.com/jukan05/status/2018844411518705834) 2026-02-04T00:29Z 69.7K followers, 150K engagements "BofA (Bank of America) analyst Vivek Arya concluded that it doesnt make logical sense for the chip sector and the software sector to sell off together. He argued that a decline in chip stocks implies deteriorating AI investment returns (ROI) while a decline in software stocks implies AI adoption will become extremely widespreadso those two conclusions are hard to reconcile at the same time. In his view the market is overreacting. Arya noted that the markets implicit judgment behind the selloff in AI-related chip stocks is that AI investments have deteriorated to the point where achieving" [X Link](https://x.com/jukan05/status/2019244472404697179) 2026-02-05T02:59Z 69.8K followers, 89.2K engagements "Its funny watching Morgan Stanleys North America team and Asia team argue over MediaTeks TPU" [X Link](https://x.com/jukan05/status/2019249911750172855) 2026-02-05T03:21Z 69.7K followers, 55.4K engagements "Im reflecting on how I had dismissed NAND controller stocks. Im revising my view: these companies could actually benefit more than I expected" [X Link](https://x.com/jukan05/status/2020315678365176319) 2026-02-08T01:56Z 69.7K followers, 98.2K engagements "SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi Tae-won currently visiting the United States met with Nvidia CEO Jensen Huang for a chicken-and-beer gathering in Silicon Valley. Observers say the discussion likely went beyond negotiating supply volumes for sixth-generation High Bandwidth Memory (HBM4) to include strategic cooperation on building next-generation artificial intelligence (AI) data centers. According to U.S. semiconductor industry sources on February [--] (local time) Chairman Choi met with CEO Huang on February 5" [X Link](https://x.com/jukan05/status/2020787463271374984) 2026-02-09T09:10Z 69.8K followers, 48K engagements "Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period the initiative in long-term supply agreements (LTAs) is shifting from customers to semiconductor suppliers. In the past smartphone and PC manufacturers seeking stable procurement were the ones to propose long-term contracts first but recently memory chipmakers such as Samsung Electronics and SK hynix have been presenting" [X Link](https://x.com/jukan05/status/2020822218973094226) 2026-02-09T11:28Z 69.8K followers, 44.6K engagements "Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump solving the issue of the camera bump appearing protruded. Source: Meritz Securities" [X Link](https://x.com/jukan05/status/1872162977568502064) 2024-12-26T06:10Z 69.7K followers, 57.9K engagements "Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters Analysis by Mirae Asset Securities Korea Does this imply that cutting-edge LLM development no longer needs large-scale GPU clusters Were the massive computing investments by Google OpenAI Meta and xAI ultimately futile The prevailing consensus among AI developers is that this is not the case. However it is clear that there is still much to be gained through data and algorithms and many new optimization methods are expected to emerge in the future. Since DeepSeeks V3 model was" [X Link](https://x.com/jukan05/status/1883304958432624881) 2025-01-26T00:04Z 69.7K followers, 756K engagements "Morgan Stanleys View on the DeepSeek Shock [--]. Semiconductors While DeepSeeks success is unlikely to alter semiconductor investment plans significantly there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment plans remain unaffected. DeepSeeks technology is impressive but major CSPs have not neglected to invest in such technologies. In fact much of what we consider groundbreakingsuch as training with FP8 multi-token prediction MLA custom PTX code and GRPO reinforcement learning frameworkseither originated with DeepSeek v-2 and" [X Link](https://x.com/jukan05/status/1884139534000234793) 2025-01-28T07:20Z 69.7K followers, 95.2K engagements "Just in: OpenAI secures evidence that DeepSeek used its proprietary model for training The Financial Times reports that DeepSeek used OpenAIs proprietary model to train its own open-source competitor. OpenAI stated that it has obtained evidence that DeepSeek employed distillation a technique that typically leverages the outputs of larger models to enhance the performance of smaller ones. This allowed DeepSeek to achieve similar results in certain tasks at a lower cost. According to OpenAIs Terms of Service Users may not copy the service or use its outputs to develop models that compete with" [X Link](https://x.com/anyuser/status/1884493419801891113) 2025-01-29T06:46Z 69.7K followers, 266.6K engagements "Morgan Stanleys analysis is the best in the industry. Its data you wont find anywhere else" [X Link](https://x.com/jukan05/status/1888196601967198545) 2025-02-08T12:02Z 69.7K followers, 144.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
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Social Influence
Social category influence technology brands #3377 stocks #677 finance 14.89% countries 11.66% currencies #403 financial services #1233 automotive brands 1.74% products 1.24% travel destinations 0.99% celebrities 0.99%
Social topic influence ai #1178, samsung #208, in the #2243, dram #6, market #3599, $googl #436, china #4416, open ai #681, target #1140, investment #3816
Top accounts mentioned or mentioned by @grok @alex_intel_ @evrgn11112231 @analysisop @treasureh8nter @hamsarris6 @tshirtnjeans2 @k2kcr2isle93343 @jp_money_95630 @thomasl03031809 @hopehope_g_hope @aleabitoreddit @majorocelot45 @superhoogie @zephyrz9 @edwarddigi @tbu12345678 @bullishmostly @markosaaig @pearsonpc
Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Intel Corporation (INTC) Microsoft Corp. (MSFT) Goldman Sachs (GS) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Sandisk Corporation (SNDK) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Memory supercycle exposes T-Glass constraint tightening BT substrate supply As the global memory industry enters a supercycle driven by structural supply shortages the supply shortage of BT substrates for memory chips is intensifying. Taiwan IC substrate manufacturers Kinsus and Nanya PCB have secured urgent orders as customers seek to sign long-term supply agreements amid material shortages. This has significantly improved order outlooks from the second half of [----] and has acted as a major driver behind the increase in Taiwan PCB production in Q3. According to the supply chain shipments of"
X Link 2025-12-22T04:19Z 69.8K followers, 96.7K engagements
"ByteDance reportedly increased its capex to RMB [---] billion this year. From my perspective $VNET looks poised to benefit significantly from this"
X Link 2026-01-24T01:45Z 69.8K followers, 90.3K engagements
"China's memory makers abandon low-price strategy: DRAM NAND near Korean levels Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources however said CXMT has largely pivoted to DDR5 process development keeping only around [-----] wafers of DDR4 capacity for a handful of long-term customers making large-scale low-priced dumping into the open market unlikely. Pricing strategy shift Aligned with China's supply chain localization drive domestic memory leaders CXMT and YMTC have steadily raised prices"
X Link 2026-02-04T04:19Z 69.8K followers, 81.4K engagements
"Honestly lately when I look at the operating profit estimates for Samsung and SK Hynix coming out from sell-side analysts it feels like theyre not fully reflecting the SSD price increases. Anyway its basically a done deal that both Samsung and Hynix are going to make an absolute ton of money this year. Among the current numbers floating around the median seems to be this KB Securities forecast and according to it Samsungs operating profit in [----] would rank as the 6th highest in the world. https://twitter.com/i/web/status/2019567733025960409 https://twitter.com/i/web/status/2019567733025960409"
X Link 2026-02-06T00:24Z 69.8K followers, 39.7K engagements
"Doosan semiconductor materials [--] 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 [--] trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. [--] 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 69.8K followers, 56.3K engagements
"UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. UBS estimates that memory costs for hyperscalers will rise from $53 billion in [----] to $155 billion/$252 billion in 2026/2027 generating approximately $100 billion in additional CAPEX per year (32% of this year's CAPEX increase). UBS also noted that memory could add roughly $10000 in cost per general server with its share"
X Link 2026-02-12T12:06Z 69.8K followers, 44.3K engagements
"Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it"
X Link 2025-03-05T14:16Z 68.7K followers, 47.4K engagements
"Due to NVIDIA shortening its GPU architecture upgrade cycle from two years to one year the depreciation of GPUs at big tech companies is accelerating sharply. NVIDIAs move is unwelcome for major tech firms such as Amazon Microsoft Google Meta and OpenAI. These companies have been buying NVIDIA GPUs in large volumes to build data centers and even planned to lease out any surplus GPU capacity as part of their strategy to stay ahead in the AI race. However the result has been a double blow: an increased depreciation burden coupled with a decline in asset values. Intensified competition has even"
X Link 2025-03-30T03:58Z 69.7K followers, 214.3K engagements
"@AravSrinivas Gmail Apple calendar"
X Link 2025-04-19T06:05Z 69.7K followers, 23.7K engagements
"Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030"
X Link 2025-05-09T01:43Z 68.7K followers, [----] 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 [--] consecutive quarters of improvement through 3Q25 marking the longest upcycle since [----]. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a 25% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating"
X Link 2025-05-12T03:32Z 68.9K followers, 30.2K engagements
"- AWS collaborates with Alchip for Inferentia [--] and Trainium [--] chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA [--] and MTIA [--]. https://twitter.com/i/web/status/1929045716590276986 https://twitter.com/i/web/status/1929045716590276986"
X Link 2025-06-01T05:21Z 69.2K followers, 26.1K engagements
"* MICRON ACHIEVED 70% YIELD FOR HBM3E 12HI 75% YIELD FOR HBM3E 8HI -GF Securities"
X Link 2025-06-11T05:45Z 68.2K followers, 13.4K engagements
"AI Accelerator Market Estimate by Jeff Pu GF Securities For the full report contact me via DM"
X Link 2025-06-15T02:31Z 68.7K followers, 10.7K engagements
"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link 2025-06-15T08:20Z 68.8K followers, 29.7K engagements
"Nomura: Meta Enters the ASIC Race Challenging Nvidia's Dominance Following in Google's footsteps Meta is reportedly making a full-fledged entry into the ASIC (Application-Specific Integrated Circuit) race. According to the latest research report by Nomura Securities analyst Anne Lee and her team Meta's ambitions in the AI server sector are rapidly escalating. Their proprietary ASIC server project MTIA is projected to achieve a significant breakthrough in [----] potentially challenging Nvidia's long-standing market dominance. Citing the latest supply chain information the report indicates that"
X Link 2025-06-17T02:36Z 68.3K followers, 68.8K engagements
"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in [----] 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 [----] driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in [----] According to"
X Link 2025-07-03T22:42Z 69.2K followers, 21.4K 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 68.7K followers, [----] engagements
"Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in [----] Unimicron Technology said AI-related products will account for more than 30% of its [----] revenue and could surpass 40% in [----]. 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 [----] with recovery likely in the second half of [----]. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish"
X Link 2025-08-01T03:04Z 69.4K followers, 27.1K engagements
"Is Japan the biggest victim of these semiconductor tariffs [--]. Renesas Electronics - Type: IDM (Design + Manufacturing) - Main Products: Microcontrollers (MCU) automotive semiconductors industrial chips - US Factory: X (None production is mostly in Japan/Europe) [--]. Kioxia - Type: Memory Specialist (NAND Flash) - Competes with: Samsung Micron SK hynix - US Factory: X (None centered on factories in Japan / Cooperates with Western Digital) [--]. Rapidus - Type: Next-generation foundry development company - Goal: Develop sub-2nm foundry (in cooperation with IBM) - US Factory: X (Cooperating with IBM"
X Link 2025-08-07T01:18Z 69.4K followers, 17.6K 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 [----] the value of its self-placed orders is expected to reach USD [--] billion. $MRVL"
X Link 2025-08-14T04:11Z 69.3K followers, 42.6K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up [----] 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 https://twitter.com/i/web/status/1960976697718976938 https://twitter.com/i/web/status/1960976697718976938"
X Link 2025-08-28T08:04Z 68.8K followers, 58.4K engagements
"Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in [----] and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly. (GF)AI NVDA . [----] ASIC . https://t.co/CNjLG1OLG0 (GF)AI NVDA . [----] ASIC . https://t.co/CNjLG1OLG0"
X Link 2025-09-12T08:51Z 68.7K followers, 18K engagements
"http://x.com/i/article/1966790745823866880 http://x.com/i/article/1966790745823866880"
X Link 2025-09-13T09:16Z 68.6K followers, 20.2K engagements
"Such fascinating news haha. It turns out that before Amazon and Google announce anything new about their own ASIC efforts they first report it to Jensen Huang haha. Really intriguing. Nvidia's $100 billion investment in OpenAI shows how it's starting to turn into something like AI's government and central bank. Check out my latest with @anissagardizy8 @nickwingfield @QianerLiu for @theinformation https://t.co/dYBAgZshtM Nvidia's $100 billion investment in OpenAI shows how it's starting to turn into something like AI's government and central bank. Check out my latest with @anissagardizy8"
X Link 2025-09-28T02:11Z 68.1K followers, 217.7K 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 [--] years. https://twitter.com/i/web/status/1973718462003622297 https://twitter.com/i/web/status/1973718462003622297"
X Link 2025-10-02T11:55Z 69K followers, 42.4K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI [--] 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 68.7K followers, [----] engagements
"Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October [--] 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 68.3K followers, 31.5K 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 69.2K followers, [---] 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 [----] is not true. The company is still targeting mass production in the second half of [----] although low yield rates remain a bottleneck. However this issue does not imply a delay to [----]. I apologize for any confusion caused. LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7"
X Link 2025-11-04T02:19Z 68.8K followers, 48.6K 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 $44.6 / $66.7 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 [----]. The project is estimated to contribute around $700800 million in revenue in [----]. In addition GUC is assisting AWS in developing an AI inference chip for smart speakers with revenue"
X Link 2025-11-12T00:16Z 68.9K followers, 10.2K 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 68.8K followers, 47.4K engagements
"U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in [----] expected to increase only around 10% compared with [----] 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 69.4K followers, 45.1K 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 [----] 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 69.4K followers, 29.6K engagements
"GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov [--] Intel share price was up 10% owing to news of order win for Apples M-series in [----]. 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 68.9K followers, 101.5K 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 69.1K followers, [----] engagements
"Reuters: China has proposed a plan to require the mandatory purchase of a certain proportion of domestically produced Chinese chips when buying H200"
X Link 2025-12-15T14:19Z 68.9K followers, 93.5K engagements
"GF Securities Overseas Electronics & Telecom ☄ Micron FY1Q26 Earnings Review: DRAM Remains Strong ☀ Maintain Buy rating; raise target price to US$323: Micron reported strong FY1Q26 results with revenue of US$13.6bn and EPS of US$4.78. FY2Q26 guidance far exceeded expectations with revenue midpoint of US$18.7bn and EPS midpoint of US$8.42 (vs. recent buy-side expectations of US$6.5 and our prior forecast of US$7.34). We see Microns gross margin on a clear upward trend: 57% in FY1Q26 expected to exceed 68% in FY2Q. We remain bullish on the long-term AI-driven upcycle in DRAM. Microns HBM4"
X Link 2025-12-18T06:19Z 68.8K followers, [----] engagements
"Taiwans Hon Hai (Foxconn) seeks Japanese government subsidies to produce AI servers in Japan - According to a report by Japanese business daily Diamond Hon Hai is requesting subsidies from the Japanese government and is pursuing a plan to manufacture AI servers at Sharps Kameyama plant in Mie Prefecture. - In materials submitted to Japans Ministry of Economy Trade and Industry (METI) Hon Hai presented a plan to secure a stable supply of NVIDIA chips for AI server production in Japan. - This initiative is interpreted as a strategy to build an AI server supply chain within Japan aligning with"
X Link 2025-12-26T05:26Z 68.8K followers, 16.6K engagements
"Ive written over [----] characters. This is a free post. I think I worked pretty hard on it but Im still not fully satisfied with how it turned out. It may be a bit rough around the edges but Id really appreciate it if you could give it a read. https://open.substack.com/pub/semiconsam/p/why-did-the-memory-chicken-game-keepr=4k4uta&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/semiconsam/p/why-did-the-memory-chicken-game-keepr=4k4uta&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-27T11:36Z 68K followers, 211.8K engagements
"@zephyr_z9 Google Translate translates Ibiden as Biden"
X Link 2025-12-28T09:32Z 68.9K followers, [----] engagements
"@markankcorn The 80% next to Ibiden means that Ibiden accounts for 80% of Nvidias share not that Ibiden has 80% of the entire FC-BGA market"
X Link 2025-12-28T14:09Z 68.9K followers, [---] engagements
"Is it true that Rubins CCL material grade is being downgraded Taiwanese CCL stocks are getting hit pretty hard today"
X Link 2026-01-07T03:18Z 68.7K followers, 17.1K engagements
"Doosans stock in Korea isnt doing well either"
X Link 2026-01-07T03:19Z 68.7K followers, [----] engagements
"Amid growing demand for AI servers which is exacerbating the structural supply shortage of NAND flash Taiwanese media reported that Phison Electronics has successfully entered the supply chain for NVIDIA's next-generation AI platform. According to sources cited by Taiwanese media at the CES [----] exhibition Phison's storage module was confirmed to be included in the switch tray system configuration of NVIDIA's next-generation Rubin NVL72. This indicates that Phison's SSD and storage solutions have penetrated the core system level of next-generation AI servers. Additionally it is known that"
X Link 2026-01-09T04:37Z 69K followers, 13.6K engagements
"GF Securities Overseas Electronics Communication ☄ NVIDIA (NVDA US Buy): Upside Potential from H200 Followed by a Leap with Vera Rubin Report Uploaded ☀ Reiterate Buy Rating Raise Target Price to $286: NVIDIAs stock has declined 11% from its November peak last year driven primarily by concerns over Google competition OpenAI models and financing and fears of an AI bubble. However recent investor feedback indicates signs of reversal in the prior long Google TPU short OpenAI/NVIDIA pair trade. We recommend continuing to stay long NVIDIA with key drivers being strong H200 demand and an unchanged"
X Link 2026-01-12T02:41Z 68.7K followers, 70.3K engagements
"UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. VAT) and duration till the end of 1Q26E. Given the size of order we believe this may have been for c.3 units of HBM4 TCB tools. Based on our channel checks and industry conversations we believe competitor Hanwha Semitech may have also secured TCB tool orders of equivalent scale or c.3 units for HBM4 12Hi suggesting a 50/50"
X Link 2026-01-16T06:11Z 68.8K followers, 35.2K engagements
"Sell Hanmi Semiconductor UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex"
X Link 2026-01-16T06:15Z 68.8K followers, 35.6K engagements
"Someone asked me Jukan what is the best robotic supply chain play in your opinion So I tried to think it through and come to my own conclusion. Id pick TSMC and the memory names. I think most robot components can ultimately be produced in-house. People love to talk about reducers having a huge technological moat but when I ask people in the industry the answer to is it really that hard to make is usually no its not that impossible. In the end components other than the robots brain meaning the logic chip and the memory chip paired with it will have to compete head-on with Chinese companies."
X Link 2026-01-16T11:42Z 69K followers, 62K engagements
"Apple to adopt LTPO+ and under-display IR technology for the iPhone [--] As a result the technical bar will be significantly higher than with the iPhone [--] making it difficult for Chinas BOE to break into the iPhone display supply chain"
X Link 2026-01-19T07:29Z 67.9K followers, 248K engagements
"Meta is reportedly scaling back its in-house ASIC (MTIA) plans and instead of buying TPUs its buying AMDs MI455X"
X Link 2026-01-20T01:30Z 67.9K followers, 382.5K engagements
"Commenting on $INTC Intels [----] capex was originally expected to decline vs. [----]. However note that Intel has revised this plan to keep capex roughly flat or only slightly down. Intel Foundry (IFS) investments are set to be front-loaded in 1H with a greater allocation toward equipment purchases. This suggests Intel is becoming more confident in its ability to secure foundry customers. Long Semicap. https://twitter.com/i/web/status/2014529638970937859 https://twitter.com/i/web/status/2014529638970937859"
X Link 2026-01-23T02:44Z 68.8K followers, 51.5K engagements
"GF Overseas Electronics & Communications Celestica (CLS US Hold): TPU and Network Upside Potential Offsets ODM Share Rebalancing Maintain Hold Rating and Target Price of [---] USD: We expect Google's TPU server supply chain to further expand in [----] with Hon Hai starting L10/L11 production in 1Q26 and potentially capturing a higher-than-expected share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meanwhile CLS's communications segment benefits from accelerating network demand including continued growth in 800G and the ramp-up of 1.6T in [----] which will support"
X Link 2026-01-23T05:33Z 68.8K followers, 19.3K engagements
"CHINESE AUTHORITIES APPROVE ALIBABA TENCENT AND BYTEDANCES PURCHASES OF NVIDIA H200"
X Link 2026-01-23T11:08Z 68.2K followers, 152.9K engagements
"One of the best things about using X is that you can get insights from semiconductor industry professionals for free. I enjoyed reading it. https://t.co/EdqTt0ZdGW https://t.co/EdqTt0ZdGW"
X Link 2026-01-24T09:44Z 68.3K followers, 244.9K engagements
"Just in: Samsung has raised DRAM prices by 70% in Q1 and is now hiking NAND flash prices by 100% (According to reports from South Koreas local press)"
X Link 2026-01-25T00:56Z 67.9K followers, 202.6K engagements
"Samsung Raises NAND Prices by 100% in Q1. "Supply Can't Keep Up with Demand" Samsung Electronics has raised the price of NAND flash memory by more than double in the first quarter. This is due to a surge in demand for NAND-based storage devices driven by the proliferation of artificial intelligence (AI) while supply has not increased significantly. The memory shortage and price hike trend are expected to continue for some time. According to industry sources on the 25th Samsung Electronics increased the supply price of NAND flash by more than 100% in the first quarter of this year. It is"
X Link 2026-01-25T00:58Z 68.7K followers, 200.7K engagements
"GF Securities Overseas Electronics Communication ☄ Intel (INTC US Buy): Pullback is a Buying Opportunity ☀ Maintain Buy Rating Raise Target Price to $60: Intel's stock price has risen 38% year-to-date benefiting from the release of Panther Lake at CES and strong momentum in server CPUs. Therefore given the high expectations driven by multiple sell-side upgrades Intel's weak 1Q26 guidance triggered a 12% after-hours stock drop. However we remain bullish on the stock and recommend investors accumulate positions during the pullback considering positive progress in its foundry business: 1) Steady"
X Link 2026-01-26T03:05Z 68.8K followers, 62K engagements
"Samsung Enters HBM4 First SK Hynix Soon. Prices Rise Further 'Smiling' As demand from big tech companies increases Samsung Electronics is supplying the 6th-generation high-bandwidth memory (HBM4) at a higher price than initially expected. This is due to intensifying competition among major North American companies centered around Nvidia AMD and Google leading to greater dependence on domestic memory companies. SK Hynix is also expected to resolve redesign issues and begin mass production soon. According to the semiconductor industry on the 26th Samsung Electronics is starting to supply HBM4"
X Link 2026-01-26T04:55Z 68.2K followers, 80.3K engagements
"It does seem to be a fact that SK hynix did a redesign Samsung Enters HBM4 First SK Hynix Soon. Prices Rise Further 'Smiling' As demand from big tech companies increases Samsung Electronics is supplying the 6th-generation high-bandwidth memory (HBM4) at a higher price than initially expected. This is due to intensifying Samsung Enters HBM4 First SK Hynix Soon. Prices Rise Further 'Smiling' As demand from big tech companies increases Samsung Electronics is supplying the 6th-generation high-bandwidth memory (HBM4) at a higher price than initially expected. This is due to intensifying"
X Link 2026-01-26T04:56Z 68.2K followers, 35.1K engagements
"Highlighting Profitability of 'General-Purpose' DRAM SK Hynix Accelerates Conversion Investments SK Hynix is undertaking a major overhaul of its Icheon DRAM lines. Amid the strong upward trend in conventional DRAM prices the company plans to convert to the most advanced products to enhance productivity. At the same time analysts suggest that strategic production cuts due to conversion investments could also be expected. In a situation where supply shortages persist shipment volumes will be adjusted during the conversion investment period. As a result the high-margin trend for DRAM is likely"
X Link 2026-01-26T05:26Z 68K followers, 64.2K engagements
"JPM TPU Commentary: Strengthening AI ASIC Outlook for FY2026-2027 Broadcoms outlook for its AI ASIC business in fiscal years [----] and [----] is strengthening driven by deepened collaboration with its largest AI customer Google. Broadcom maintains a technical lead of over [--] months compared to Google's internal COT (Customer Owned Tooling) program. This gap is becoming even more entrenched as the complexity of chip design and packaging intensifies. To support AI workloads for external clients such as Anthropic OpenAI and Apple Google is expanding its TPU deployment with plans to ship [--] to 7"
X Link 2026-01-26T06:36Z 68.4K followers, 32.7K engagements
"Samsung Foundry Eyeing 'Turnaround to Profit' Next Year Amid Potential Orders from Qualcomm and AMD for Tesla Chips Samsung Electronics' Foundry Division long considered the "troubled child" of the Device Solutions (DS) department is projected to swing back into the black next year. This optimistic outlook is fueled by the mass production of Tesla's next-generation AI chips and the increasing likelihood of securing orders from global tech giants such as Qualcomm and AMD. As yields for advanced processes below 3nm stabilize and the Taylor Texas fab nears operation Samsung is aggressively"
X Link 2026-01-26T12:47Z 68.4K followers, 52.6K engagements
"This is the first piece Ive written with the team since joining Citrini. I worked incredibly hard on it and Im confident its more substantive than anything youll find from any other house. https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory"
X Link 2026-01-26T14:27Z 68.7K followers, 71.5K engagements
"Memory chip super cycle opens door for China to challenge South Korea The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward industry experts caution that this persistent supply shortage could present Chinese memory manufacturers with an opportunity to enter the market and narrow their technology gap. At a recent seminar on trends in next-generation semiconductor technologies in South Korea Sungkyunkwan University professor Seok-jun Kwon pointed to the ongoing super cycle in"
X Link 2026-01-27T00:13Z 68.1K followers, 73.7K engagements
""2454 MediaTek (): U.S. broker raises target priceA major U.S. brokerage assumes that if Google ships [--] million TPU units in [----] MediaTek could secure at least [---] million units. It also raised its estimated ASP for 3nm TPUs to $4000 (from $3500). The brokerage expects this project could contribute $10 billion in revenue in [----] accounting for roughly 30% of MediaTeks total revenue." What 1/27 - 2454: Google TPU20276002503 TPU ASP [----] [----] [-------] 30% 1/27 - 2454: Google TPU20276002503 TPU ASP [----] [----] [-------] 30%"
X Link 2026-01-27T00:20Z 68K followers, 22.5K engagements
"Exclusive SK Hynix to Solely Supply HBM3E for Microsofts New AI Chip It has been revealed that SK Hynix is exclusively supplying HBM (High Bandwidth Memory) for Microsofts newly unveiled artificial intelligence (AI) chip the Maia [---]. According to semiconductor industry sources and securities analysts on the 27th SK Hynix is acting as the sole vendor of HBM3E for the Maia [---] AI accelerator which Microsoft recently announced on the 26th (local time). The Maia AI accelerator utilizes a total of 216GB of HBM3E featuring six units of SK Hynixs 12-layer HBM3E. As SK Hynix becomes the exclusive"
X Link 2026-01-27T00:42Z 68.2K followers, 34.6K engagements
"Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://investors.micron.com/news-releases/news-release-details/micron-breaks-ground-advanced-wafer-fabrication-facility https://investors.micron.com/news-releases/news-release-details/micron-breaks-ground-advanced-wafer-fabrication-facility"
X Link 2026-01-27T03:07Z 68K followers, 205K engagements
"Ultimately memory makers have no choice but to expand capacity and that will keep the memory industry cyclical. That said it doesnt mean memory stocks will fall right away. Microns Singapore NAND fab wont come online until [----] so it doesnt undermine the view that the supercycle should continue to benefit the industry throughout 2027and at least all of [----]. If timing the cycle feels daunting buy semicap instead. Among semicap names $LRCX has the highest NAND exposure. Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://t.co/QGhxhNdqU2 Micron is the"
X Link 2026-01-27T03:12Z 69.1K followers, 76K engagements
"NVIDIA announced that they will sell Vera Rubin separately and Intel's stock price has taken a big hit because of that. Regarding this the questions I have are as follows: [--]. What is the biggest bottleneck in manufacturing the Vera CPU currently Is it TSMC's front-end wafer process Probably the packaging used for the Vera CPU can be done by ASE AMKR etc. so that might be less of an issue right [--]. Can NVIDIA's Vera CPU be used instead of an Intel CPU in a general-purpose server that uses Intel x86 If it can be replaced in a general-purpose server what are the advantages [--]. In the long term if"
X Link 2026-01-27T04:20Z 67.9K followers, 45.2K engagements
"Just in: Samsung and SK hynix significantly raised LPDDR prices for Apple Samsung by 80% QoQ and SK hynix by 100% QoQ. $AAPL"
X Link 2026-01-27T05:43Z 68.3K followers, 173.1K engagements
"Even 'Whale' Apple Surrenders. Samsung and SK Hynix Hike LPDDR Prices for iPhone It has been reported that Samsung Electronics and SK Hynix have recently increased the price of Low Power Double Data Rate (LPDDR) DRAM supplied to Apple by nearly double compared to the previous quarter. Apple a major smartphone manufacturer has traditionally utilized its dominant market position to procure LPDDR at relatively low prices. However as the memory supply shortage has intensified since mid-last year Apple appears to have been unable to resist the overall trend of rising prices. Conversely Samsung"
X Link 2026-01-27T05:45Z 68.3K followers, 38K engagements
"DRAM Shortage Projected to Persist Through 2027; Demand to Surge 23% This Year A forecast suggests that the DRAM supply shortage will continue until next year. This is because while demand continues to rise supply is failing to keep pace. In particular the volume of DRAM installed in major devices such as servers and automobiles is expected to increase significantly driving overall demand. According to market research firm Yole Group DRAM demand this year is expected to increase by 23% year-over-year in terms of bit growth. This is due to investments in AI infrastructure such as data centers"
X Link 2026-01-27T05:53Z 68.3K followers, 17.6K engagements
"CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. As laptop manufacturers begin to raise product prices the computer market is expected to enter a period of stagnation. According to investment bank KeyBanc and semiconductor industry sources on the 27th Intel and AMD are considering raising server CPU prices by up to 15%. A primary factor behind this increase is the surge"
X Link 2026-01-27T07:31Z 68.3K followers, 102K engagements
"Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted. $INTC CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. https://t.co/i6hMHtacCV CPU Prices Surge as Well: A Major Blow to the"
X Link 2026-01-27T07:34Z 68.7K followers, 170.5K engagements
"SK Hynix "Re-Revises" Final HBM4 Samples; Nvidia Qualification Expected Within Q1 As news spreads that Samsung Electronics 12-layer HBM4 products are on the verge of entering Nvidias supply chain the industry is closely monitoring the qualification test progress of the current leading supplier SK Hynix. Recently SK Hynix submitted additional HBM4 samples to Nvidia continuing the final stages of its optimization process. Although the original goal was to pass the qualification test by the end of last year the timeline has shifted slightly as the company revised samples to enhance overall"
X Link 2026-01-27T10:11Z 68.2K followers, 31.6K engagements
"Just in: NVIDIA is exploring collaboration with Intel for its Feynman GPUs (DigiTimes) - The GPU compute die is still expected to be manufactured at TSMC while the I/O die could be partially produced using Intels 18A process or its 14A process which is slated for mass production in [----]. - This will depend on the future yield and ramp status of Intels 14A process. - Advanced packaging is expected to be handled on Intels EMIB platform. - The final split of advanced packaging is estimated at up to 25% for Intel and 75% for TSMC. $INTC $NVDA https://twitter.com/i/web/status/2016283528393326612"
X Link 2026-01-27T22:53Z 68.4K followers, 87.2K engagements
"(Exclusive) Rumors: NVIDIA to Outsource to Intel in 2028; Three-Level Interpretation of TSMCs Strategic Thinking TSMC almost dominates advanced processes and advanced packaging becoming a target for the United States. Chip customers simultaneously bear the heavy responsibility of "American manufacturing." Due to cost issues and capacity shortages the model of highly concentrating production at TSMC in recent years has shifted toward a new strategy of "multi-sourcing and risk diversification." Recently rumors from the supply chain suggest that in addition to Apple NVIDIA has tentatively"
X Link 2026-01-27T22:58Z 68.6K followers, 303.6K engagements
"SOCAMM Front Expands Qualcomm and AMD Join Push for Adoption Following NVIDIA The "SOCAMM" front referred to as the "second High Bandwidth Memory (HBM)" is expanding. Following the adoption of SOCAMM by NVIDIA the worlds number one semiconductor company global semiconductor design firms such as Qualcomm and AMD are also considering employing SOCAMM in their new AI server chips. For Samsung Electronics and SK Hynix which produce the Low Power Double Data Rate (LPDDR) DRAMthe material for SOCAMMhow to coordinate the tightening DRAM supply is emerging as a new challenge. According to the"
X Link 2026-01-27T23:14Z 68.4K followers, 13.9K engagements
"SK Hynix No Concessions Even for HBM4 "Secures Two-Thirds of NVIDIAs Volume" While competition surrounding the supply of the next-generation High Bandwidth Memory (HBM) HBM4 is heating up the semiconductor industry this year SK Hynix is reported to have secured more than two-thirds of the volume for its largest customer NVIDIA. As a result expectations are gaining momentum that SK Hynix will maintain its top position in the 6th-generation HBM market based on its proven mass-production capabilities and cooperative relationships with customers. According to the industry on the 28th NVIDIA is"
X Link 2026-01-28T00:32Z 68.3K followers, 29.8K engagements
"A superb post by a Korean Silicon Valley engineer who specializes in analog semiconductors. Very impressive. Highly recommended for semiconductor outsiders who want to spot the next real bottleneck. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD"
X Link 2026-01-28T02:11Z 69.3K followers, 195.9K engagements
"Kioxias market cap has surpassed [--] trillion yen today SK hynix directly holds 19% of Kioxias shares and also owns convertible bonds (CB) that can be exchanged for an additional 14% stake. SK hynix had invested roughly $2.8 billion in Kioxia and by simple calculation that has now ballooned to about $21.5 billion. Im not sure whether this tremendous increase in the value of their stake has been properly reflected in SK hynixs stock price yet. https://twitter.com/i/web/status/2016341608267137394 https://twitter.com/i/web/status/2016341608267137394"
X Link 2026-01-28T02:44Z 68.3K followers, 68.5K engagements
"@TShirtnJeans2 NVIDIA said they recognize revenue when the chips are shipped right Im not sure whether that applies to these H200s as well"
X Link 2026-01-28T04:29Z 68.7K followers, [---] engagements
"Im currently out so please understand that Im unable to provide any comments on SK hynixs earnings at the moment. (I didnt expect them to release preliminary results the day before the earnings announcement.)"
X Link 2026-01-28T08:39Z 68.3K followers, 31K engagements
"Gokul just kicked MediaTeks ass again"
X Link 2026-01-28T09:33Z 68.6K followers, 71.1K engagements
"1. The market is way too optimistic about MediaTeks TPU volume. [--]. Google is pushing ahead with a fully in-house completely CoT-designed 2nm TPU project completely excluding both Broadcom and MediaTek. (WTF) [--]. Google wants to become a real alternative to NVIDIA and for that Broadcom is absolutely essential. [--]. MediaTeks smartphone business is collapsing amid brutal price competition with Qualcomm and others. Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq"
X Link 2026-01-28T09:36Z 69K followers, 54.1K engagements
"GF Securities Overseas Electronics Communication- ASML Performance Commentary 🌟Event: ASML released its 4Q performance with 4Q25 revenue of 9.7bn and a gross margin of 52.2%. On the other hand the company's orders greatly exceeded expectations with new orders amounting to 13.2bn (vs. market expectation of 8bn+ Guangfa forecast of 10bn🌹). Among the new orders 7.4bn was for EUV. The company expects full-year revenue for [----] to be 34-39bn. Additionally ASML announced a [--] euro stock repurchase plan which will be executed by December [--] [----]. 🌟Commentary: The company's orders greatly exceeded"
X Link 2026-01-28T11:54Z 69K followers, 14.8K engagements
"@dnm1712 Synopsys"
X Link 2026-01-28T22:34Z 68.9K followers, [---] engagements
"SK Hynix 4Q25 Q/A (2) 4) CAPA Optimization Strategy Rather than focusing only on short-term performance it is important to respond to customer demand while building trust. Maximizing production volume as much as possible. Currently expanding 1b nano CAPA at M15X and making efforts to improve yields. For general DRAM accelerating the transition speed to 1c nano and [---] layers. 5) Regarding Additional Dividends Treasury Stock Purchase and Cancellation ADR Plans The financial soundness goal is to continuously hold an appropriate level of cash that allows stable business operations even during"
X Link 2026-01-29T00:51Z 68.3K followers, 32.8K engagements
"SK Hynix 4Q25 Q/A (3) 7) Impact on Sets Due to Price Increases PC and mobile customers are showing purchase adjustments due to increased cost burdens. Some customers are conservatively adjusting shipment plans reviewing spec adjustments centered on low-spec products with low price sensitivity. However this will not expand into a contraction of overall market demand. This is because on-device AI is driving demand centered on high-spec products. 8) Regarding AI Corporation Establishment and Synergies Aiming to leap beyond a simple component supplier to become a partner in the AI data center"
X Link 2026-01-29T01:04Z 68.3K followers, [----] engagements
"* Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI"
X Link 2026-01-29T01:56Z 68.8K followers, 27.4K engagements
"GF Overseas Electronics Communication UMC (2303 TT Hold) Analysis ☄UMC (2303 TT Hold): Low Risk-Reward Attractiveness ☀Maintain Hold Rating Raise Target Price to NT$67: UMC's stock price has risen strongly over the past [--] weeks reflecting wins in silicon photonics orders and improvements in the pricing environment for mature processes. Nevertheless the earnings call focused investor attention on the [----] outlook and pricing. Although the company did not provide [----] gross margin guidance management believes the pricing environment has become more favorable but it gave mild guidance for 1Q26"
X Link 2026-01-29T02:25Z 68K followers, 30.5K engagements
"Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI"
X Link 2026-01-29T03:24Z 68.4K followers, 105.7K engagements
"@firstadopter Even if they already hold a large stake does that mean Microsoft doesnt care if its ownership gets diluted"
X Link 2026-01-29T03:31Z 68.8K followers, [----] engagements
"Intel stated at NEPCON Japan [----] that it achieved a key milestone in its glass substrate development. More specifically SeWaRe (micro-cracks) caused by stress differences between the core layer and the build-up layers has been one of the major challenges for glass-core substrates but Intel reported in its presentation that it achieved No SeWaRe. Intel also said the product was manufactured on a [------] mm panel basis. $INTC"
X Link 2026-01-29T12:18Z 68K followers, 52.2K engagements
"Alibaba is considering increasing its planned investment in AI infrastructure and cloud computing from [---] billion RMB to [---] billion RMB over the next three years According to an insider Alibaba is considering raising its original plan of investing [---] billion RMB in AI infrastructure and cloud computing over the next three years to [---] billion RMB. In China Alibaba has its self-developed chip Zhenwu 810E; overseas it is purchasing GPUs on a massive scaleone insider described it as transporting them by truckloads. At its most aggressive phase the company even bought large quantities of"
X Link 2026-01-29T12:41Z 68.5K followers, 16.8K engagements
"Skeptics gain fame optimists make money. I sold SanDisk at $124 hesitated to buy at $400 and now SanDisk is at $631. $SNDK"
X Link 2026-01-30T00:58Z 69.4K followers, 61K engagements
"@arnie_hacker I'm not sure whether HBF will do well or not. The more stories I hear the harder it actually becomes to make a judgment. I have this feeling that YMTC will be able to dramatically / massively increase its capacity next year"
X Link 2026-01-30T01:05Z 68.3K followers, [----] engagements
"Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory"
X Link 2026-01-30T02:07Z 68.8K followers, 176.2K engagements
"For reference Samsung and SK hynix have nearly doubled LPDDR pricing for Apple compared to before. Ive also heard that pricing for mobile NAND has been raised significantly as well. Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory"
X Link 2026-01-30T02:08Z 68.4K followers, 60.1K engagements
"Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"
X Link 2026-01-30T06:27Z 68.8K followers, 145.2K engagements
"Is my concern starting to become reality I still think a lot of people are seriously underestimating YMTC. Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"
X Link 2026-01-30T06:29Z 67.9K followers, 54.6K engagements
"China's YMTC Aggressively Expands NAND Flash Production: "Early Operation of New Plant in Wuhan" Yangtze Memory Technologies Co. (YMTC) China's largest NAND flash manufacturer is reportedly pushing forward with its Phase [--] investment in Wuhan at an unprecedented pace. While the Wuhan Plant [--] which began construction last September was originally expected to establish a full-scale mass production system next year local industry sources now project that YMTC will adjust its schedule to begin actual mass production as early as the second half of this year. According to Chinese semiconductor"
X Link 2026-01-30T06:32Z 69.4K followers, 74.5K engagements
"* CHINA CONDITIONALLY APPROVES DEEPSEEKS PURCHASE OF NVIDIA AI CHIPS"
X Link 2026-01-30T06:58Z 68.3K followers, 33.6K engagements
"*Chinas government has approved the purchase of NVIDIAs H200 AI chips by DeepSeek one of the countrys leading AI startups but the approval comes with regulatory conditions that are still in the process of being finalized. * Chinas government has approved the purchase of NVIDIAs H200 AI chips by DeepSeek one of the countrys leading AI startups but the approval comes with regulatory conditions that are still in the process of being finalized. are being set by the National Development and Reform Commission (NDRC)"
X Link 2026-01-30T07:01Z 68.3K followers, 25.3K engagements
"Morgan Stanley: Meta Price Target Raised to $825 Meta's Ad Revenue to Overtake Google Search Ads in Q2 [----] In its latest report Morgan Stanley predicts that Meta's advertising revenue will surpass Google Search advertising revenue for the first time in the second quarter of [----]. - While Google Search had a 15% growth rate when its quarterly revenue was at the $57 billion scale Meta is recording high-speed growth of 3435% at the same revenue scale. - In Zuckerberg's eyes the current system is still at a 'primitive' level. Morgan Stanley believes that if the current system is primitive"
X Link 2026-01-30T08:31Z 68.5K followers, 25.2K engagements
"Exclusive Samsung Electro-Mechanics Breaks Into NVIDIAs Supply Chain Samsung Electro-Mechanics (SEMCO) will supply high-value Flip-Chip Ball Grid Array (FC-BGA) substrates to NVIDIA for the first time. Amid the global AI data center construction boom cooperation with NVIDIAthe leader in the AI semiconductor marketis expected to be a major turning point that elevates SEMCO's substrate business to the next level. Industry experts evaluate that Samsungs technological prowess has once again stood out as Japanese component and material companies have historically dominated the supply of high-value"
X Link 2026-01-30T09:09Z 68.7K followers, 42.4K engagements
"Im not sure why Oracles stock is trading sideways. Is it because its core business is software so its included in the short SaaS basket Or is it because no LLM trained on Blackwell has been released yet It doesnt seem like a sufficient explanation to simply say the stock is being suppressed due to excessive CAPEX burden directed toward OAI does it https://twitter.com/i/web/status/2017380055626957294 https://twitter.com/i/web/status/2017380055626957294"
X Link 2026-01-30T23:31Z 68.7K followers, 39K engagements
"WSJ: NVIDIAs Jensen Huang criticized OpenAI for what he described as a lack of discipline in its business approach and he also voiced concerns about the competitive pressure OpenAI faces from rivals such as Google and Anthropic"
X Link 2026-01-31T00:03Z 68.7K followers, 84K engagements
"Even though its Nikkei (a Japanese outlet) breaking the story I didnt realize Kioxia was actually this pissed about SanDisk freeloading lol"
X Link 2026-01-31T02:50Z 67.9K followers, 52.8K engagements
"ASIC server demand boosts Taiwan's high-end CCL shipments - Cloud Service Providers (CSPs) continue to maintain robust capital expenditures (CAPEX) driving steady growth in the AI server and high-speed network switch markets. - Against this backdrop the advancement of CCL (Copper Clad Laminate) material specifications is accelerating with a gradual increase in orders for high-value-added products. - Taiwans top three CCL manufacturers achieved significant revenue growth in [----] with all three recording double-digit year-over-year increases. - Looking ahead to [----] the penetration of Taiwanese"
X Link 2026-01-31T06:57Z 68.3K followers, 21.8K engagements
"Does Sandisk's recent sharp stock price surge already reflect the company's tremendous operating profit margin in [----] If it hasn't been fully priced in yet then the stock price could still have a lot more room to run going forward. Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io"
X Link 2026-01-31T07:06Z 68.7K followers, 61.3K engagements
"* South Koreas semiconductor exports in January reached $20.5 billion surpassing $20 billion for the second consecutive month. * The January semiconductor export growth rate stood at 103% more than doubling compared to January of the previous year. https://www.yna.co.kr/view/AKR20260201012200003input=1195m https://www.yna.co.kr/view/AKR20260201012200003input=1195m"
X Link 2026-02-01T00:24Z 68.7K followers, 29.7K engagements
"Can OpenAI go public (IPO) without agreeing with Elon Musk"
X Link 2026-02-01T00:52Z 68.8K followers, 29.3K engagements
"Several sell-side firms have begun to forecast Samsung Foundrys return to profitability"
X Link 2026-02-01T01:18Z 68.7K followers, 53.8K engagements
"Why Its Extremely Difficult to Manufacture Mobile SoCs on Intel 18A/14A (Perspective from an Active Design House Industry Professional via SemiWiki) #1"
X Link 2026-02-01T03:48Z 68.9K followers, 69.1K engagements
"Jukan's Commentary: The reason TSMC emphasized that A16 is HPC-exclusive is that implementing BPD requires a specific process step that must be performed during the wafer flip and that step significantly degrades the heat dissipation (thermal spreading) performance of backside power delivery. As a result chips fabricated on the A16 node inevitably become HPC chips that mandatorily require liquid cooling. No company has solved this issue to date. As SemiWiki experts have noted backside power delivery provides larger performance gains in high-power/high-performance applications while the gains"
X Link 2026-02-01T03:57Z 68.3K followers, 60.4K engagements
"The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used"
X Link 2026-02-01T05:42Z 69.4K followers, 61.2K engagements
"@OmerCheeema Morgan Stanley still seems to view memory as a cyclical industry. They expect operating profit to peak in [----] and then gradually decline from [----] onward"
X Link 2026-02-01T10:11Z 68.5K followers, 11.4K engagements
"I'm also researching HPSP. Peter Thiel sponsors JD Vance. JD Vance represents Ohio as his district where Intel's largest fab is located. HPSP has unusually high sales to Intel among Korean semiconductor equipment companies. Peter Thiel's fund appointed Lee Chun-heung the former senior vice president in charge of Intel's packaging to HPSP. Peter Thiel's fund Cresando has stated that it will not sell HPSP but will continue to hold it. Something. something is happening. I learned of this niche Korean semiconductor equipment firm called HPSP that has a virtual monopoly in high-pressure hydrogen"
X Link 2026-02-01T11:10Z 68.3K followers, 130K engagements
"Is anyone aware of why ASML can boast strong orders and deliver outstanding results yet Lasertec reports less impressive performance ASMLs equipment and Lasertecs equipment are sold as a paired set arent they"
X Link 2026-02-02T00:47Z 69.2K followers, 36.8K engagements
"DRAMeXchange January PC DRAM Contract Price Announcement - At the end of January some memory suppliers and PC OEMs finalized their contract prices for 1Q26. Contract prices rose by 105110% compared to the previous quarter a significant expansion from the 3843% increase recorded in 4Q25. The contract price for 8GB DDR4 reached $85 a 115120% increase QoQ. The 16GB DDR4 contract price also surged to $134 rising 103108% compared to the previous quarter. As a result the price discount of DDR5 relative to DDR4 widened to 12% in January (vs. 6% in 4Q25). Most contract price negotiations are expected"
X Link 2026-02-02T00:50Z 68.4K followers, 69.2K engagements
"* DRAMEXCHANGE: Q1 PC DRAM CONTRACT PRICES UP 105110% QOQ"
X Link 2026-02-02T00:52Z 68K followers, 20.9K engagements
"* DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU"
X Link 2026-02-02T00:52Z 69.4K followers, 189.5K engagements
"* DRAMEXCHANGE: Q1 SERVER DRAM CONTRACT PRICE OUTLOOK UP 8893% QOQ"
X Link 2026-02-02T00:52Z 68.2K followers, 14.3K engagements
"@evrgn11112231 Do you know which firm wrote that report"
X Link 2026-02-02T01:16Z 68.7K followers, [----] engagements
"@jake_ayes @evrgn11112231 Oh AYZ wrote a report on this too I didnt know"
X Link 2026-02-02T01:21Z 68K followers, [---] engagements
"Bank of America forecasts that due to the sharp rise in DRAM prices smartphone shipments in [----] will decline by a high single-digit percentage while PC shipments will drop by a low double-digit percentage (around 1013%). What surprised me when I saw this table was that contrary to the fear-mongering from many sell-side analysts even though automotive DRAM prices have risen significantly vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic) And the decline in low-end smartphone shipments seems much more severe than I thought theyre projecting"
X Link 2026-02-02T04:46Z 69.4K followers, 86.1K engagements
"I personally dont think this rumor is true but Im sharing it because I think you should be aware of it. Rumor: Starting with TPU v8 Google will no longer use HBM The incident was triggered by the global capacity shortage of HBM which will be unable to meet AI growth demands over the next [--] to [--] years. At the same time traditional HBM is limited by its design of being fixed on Rumor: Starting with TPU v8 Google will no longer use HBM The incident was triggered by the global capacity shortage of HBM which will be unable to meet AI growth demands over the next [--] to [--] years. At the same time"
X Link 2026-02-02T07:01Z 68.2K followers, 37.3K engagements
"Samsung and SK Hynix to Accelerate Conversion Investment in Cutting-edge NAND in Q2 Samsung Electronics and SK Hynix are set to begin large-scale conversion investments in cutting-edge NAND flash. While these plans were previously delayed in favor of DRAM concrete investment schedules are now being finalized. This strategy aims to address the surging demand in the NAND market driven primarily by the AI industry. According to industry sources on the 2nd both Samsung and SK Hynix plan to proceed with conversion investments for cutting-edge NAND during the second quarter of this year. Samsung"
X Link 2026-02-02T07:04Z 69.4K followers, 29.2K engagements
"SCMP: DeepSeeks next-generation model reportedly has trillions of parameters and the sharp increase in model size has slowed down training speed. As a result the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. New: Almost every frontier Chinese AI lab is racing to release major new models before the Lunar New Year including Zhipu GLM-5 and MiniMax M2.2. https://t.co/kGXXNF0H3l Meanwhile despite widespread speculation about V4 DeepSeek is expected to only release a minor upgrade to New: Almost every frontier Chinese AI lab is racing to release major new"
X Link 2026-02-02T07:27Z 68.6K followers, 74K engagements
"If youd like to read it: https://open.substack.com/pub/globaltechresearch/p/co-packaged-optics-cpo-the-next-big-db9utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/globaltechresearch/p/co-packaged-optics-cpo-the-next-big-db9utm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-02T12:31Z 68.3K followers, 21K engagements
"Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first"
X Link 2026-02-02T22:12Z 69.3K followers, 77.8K engagements
"I dont get why theyre blaming Nvidia for Codex being slow lol. Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6 Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6"
X Link 2026-02-02T22:17Z 68.4K followers, 45.4K engagements
"When I first put this material together a lot of people were skepticalasking why YMTC would bother with something like LPDDR5 but now its finally showing up in media reports. China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the 2nd half [----]. YMTC is developing hybrid bonding techniques for China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources."
X Link 2026-02-03T00:43Z 68.3K followers, 32.5K engagements
"What Is it already time for OpenAI to start laying off staff OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D"
X Link 2026-02-03T09:13Z 69.3K followers, 231.7K engagements
"Dont get me wrong Im not a person familiar with the matter. I simply responded to the WSJs request for comment"
X Link 2026-02-03T11:28Z 68.3K followers, 22.5K engagements
"https://www.marketwatch.com/story/softbank-corp-unit-teams-up-with-intel-to-work-on-next-generation-memory-tech-update-f5e276a6mod=dj-newswires https://www.marketwatch.com/story/softbank-corp-unit-teams-up-with-intel-to-work-on-next-generation-memory-tech-update-f5e276a6mod=dj-newswires"
X Link 2026-02-03T11:28Z 68.3K followers, [----] engagements
"https://www.koreaherald.com/article/10668779ref=naver https://www.koreaherald.com/article/10668779ref=naver"
X Link 2026-02-04T00:29Z 68.3K followers, 12.6K engagements
"Just in: Samsung and SK hynix are likely to post NAND margin rates of 4050% in 1H26 (ZDNet Korea)"
X Link 2026-02-04T00:44Z 68.9K followers, 32K engagements
"Nvidias exports of the H200 to China have received approval from the U.S. Department of Commerce but theyre still being delayed as they undergo review by the U.S. State Department"
X Link 2026-02-04T03:24Z 69.4K followers, 35.4K engagements
"Exclusive Samsung Foundry Pushes for Price Increase in 48nm Process Samsung Electronics Foundry (semiconductor contract manufacturing) is pushing for price increases for some of its processes. The targets are 4-nanometer (nm) and 8nm processes and the increase is observed to be around 10%. According to the semiconductor industry on the 4th Samsung Electronics Foundry recently shared the possibility of price adjustments for some processes with major partner companies. It is considering price increases centered on processes where demand is concentrated. A design house official stated Recently"
X Link 2026-02-04T06:37Z 69.3K followers, 46.4K engagements
"@harukaze5719 Do you think Nintendos prices will go up Memory prices have already surged a lot and now foundry prices are going up too"
X Link 2026-02-04T06:47Z 68.1K followers, [----] engagements
"@evrgn11112231 Thats right. Google selling TPUs externally follows a similar logic. Honestly I still dont understand why Google would sell TPUs to competitors. If theyre really that good shouldnt Google keep them exclusive to itself"
X Link 2026-02-04T23:54Z 68.9K followers, 33.5K engagements
"Yomiuri reported that TSMC will build its second Kumamoto fab in Japan as a 3nm facility but the scale seems smaller than I expected. They said $17 billion of capex is expected to be deployed. https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/ https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/"
X Link 2026-02-05T00:45Z 68.8K followers, 10.2K engagements
"Me after hearing Thomson & Reuters stock has crashed: Could Claude take down the Bloomberg Terminal"
X Link 2026-02-05T01:10Z 68.2K followers, [----] engagements
"Yeah that was truly a legendary trade"
X Link 2026-02-05T01:35Z 69.3K followers, 92.1K engagements
"@erla221942 Mag 1"
X Link 2026-02-05T02:43Z 68.3K followers, [----] engagements
"@bigsimzz NVDA"
X Link 2026-02-05T03:01Z 68.3K followers, [----] engagements
"I still cant believe MSTR nearly made it into the S&P [---] ahead of SanDisk. What business does a company that basically just buys Bitcoin even have"
X Link 2026-02-05T04:17Z 68.8K followers, 28K engagements
"Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. This isnt some secretanyone whos supposed to know already knows. As long as it doesnt go into AI servers its perfectly fine. https://twitter.com/i/web/status/2019265776684056772 https://twitter.com/i/web/status/2019265776684056772"
X Link 2026-02-05T04:24Z 68.8K followers, 97.1K engagements
"https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch"
X Link 2026-02-05T04:24Z 68.7K followers, [----] engagements
"https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/ https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/"
X Link 2026-02-05T12:16Z 68.9K followers, [----] engagements
"@zephyr_z9 Would it be a major blow to $AAPL"
X Link 2026-02-05T12:17Z 68.5K followers, 23.9K engagements
"@RYANHINGSHING @zephyr_z9 Shawn Kim I havent forgotten this"
X Link 2026-02-05T12:42Z 68.9K followers, [---] engagements
"@zephyr_z9 A source familiar with this matter told me that he is actually the successor to Bill Hwang the 'Nightmare of Wall Street'"
X Link 2026-02-05T13:54Z 68.5K followers, 12.3K engagements
"https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes"
X Link 2026-02-05T14:08Z 69.2K followers, 10.3K engagements
"@Alex_Intel_ Can PTL compete with the RTX 5070"
X Link 2026-02-05T14:15Z 68.3K followers, [----] engagements
"Shouldnt we view Bitcoin as a high-beta tech stock now rather than an independent high-risk asset"
X Link 2026-02-05T15:42Z 69.2K followers, 19.5K engagements
"@RihardJarc why MSFT"
X Link 2026-02-05T15:47Z 68.4K followers, 15.9K engagements
"This information didnt come from a newsletterit came from a memo that was distributed to institutions. Whether its illegal or not depends first on how the memo was obtained and if someone shorted the stock first and then released it to the public that can be a separate issue as well"
X Link 2026-02-07T01:08Z 68.5K followers, [----] engagements
"The fact that something might be released eventually isnt a free passthe real issue is what kind of advantage was created during the non-public window before disclosure. And yes legitimate researchdoing channel checks gathering information on the ground analyzing public datais fair source competition. But that does not include stealing or misappropriating someone elses paid information and trading on it. Especially if someone takes a position first releases it to the public moves the price profits its common sense that the intent and the means create a separate layer of risk isnt it"
X Link 2026-02-07T01:15Z 68.6K followers, [---] engagements
"@goth600 Are there any people whod like to discuss this topic with me My friends always end up talking about games"
X Link 2026-02-08T02:26Z 68.8K followers, [----] engagements
"Goldman Sachs put out a really excellent report. I especially liked how they laid out with solid modeling the argument that even in an extreme scenario where demand destruction hits smartphones and PCs server demand would absorb the impact. That said what surprised me was that they downgraded Micron with a $235 price target. They basically said a large part of the positives is already priced in which I found quite unexpected. $MU"
X Link 2026-02-09T04:46Z 68.5K followers, 35.8K engagements
"@EdwardDiGi @SorenCookie"
X Link 2026-02-09T06:57Z 69.1K followers, [---] engagements
"SemiAnalysis was right. Microns situation is even more serious"
X Link 2026-02-09T13:23Z 68.6K followers, 58.1K engagements
"Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK"
X Link 2026-02-10T12:00Z 69K followers, 131.3K engagements
"@blazingbees 70% . . 1/3"
X Link 2026-02-10T14:50Z 69.4K followers, [----] engagements
"China to Mass-Produce HBM3 Soon. Korea-China Technology Gap Narrows from [--] Years to [--] Years China will begin mass production of HBM3 the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors this year. This marks the beginning of the HBM catch-up race. Korean semiconductor companies are also widening their stride to stay ahead of China's technological pursuit. Samsung Electronics will begin mass production of HBM4 for NVIDIA supply starting at the end of this month a world first. According to the semiconductor industry on the 8th"
X Link 2026-02-08T13:43Z 69.8K followers, 71.2K engagements
"Samsung Secures 8nm Foundry Orders in Europe Following U.S. and Japan Large-Scale Supply Expected This Year Samsung Electronics having attracted major foundry (semiconductor contract manufacturing) clients from the U.S. and Japan last year is now building its customer base in the European market this year. Some companies that have been receiving chips from Samsung's foundry division last year are expected to ramp up production volumes this year after completing process stability and quality testing. According to industry sources on the 10th German fabless (semiconductor design) company"
X Link 2026-02-10T07:05Z 69.8K followers, 12.7K engagements
"Taiwan's Winbond: The DRAM supply shortage is expected to persist with memory prices projected to surge 9095% this quarter. Furthermore the magnitude of price increases next quarter is likely to remain at a similar level. This means prices are not just nearly doubling this quartermemory prices could effectively double again in Q2. This implies that by the end of June memory prices could reach nearly 4x the levels seen at the end of last year. $MU https://twitter.com/i/web/status/2021483195884241177 https://twitter.com/i/web/status/2021483195884241177"
X Link 2026-02-11T07:15Z 69.8K followers, 27K engagements
"Taiwan media: Rumors emerge that Micron may acquire Innoluxs Fab [--] in Taiwan. https://www.ctee.com.tw/news/20260212700075-430501 https://www.ctee.com.tw/news/20260212700075-430501"
X Link 2026-02-11T23:12Z 69.8K followers, 23.7K engagements
"Im not sure if saying something bad about Micron really deserves death threats. Im not gonna get shot and killed if I go to San Jose right"
X Link 2026-02-11T23:20Z 69.8K followers, 25K engagements
"2025 Q4 Global CPU Market AMD Sets All-Time Highs in Both Shipments and Revenue - According to a report by market research firm Mercury Research AMD achieved record highs in both shipment volume and revenue in the global CPU market in Q4 [----]. - Specifically: CPU revenue share reached 35.4% up 6.8pp YoY and 2.9pp QoQ. CPU unit shipment share reached 29.2% up 4.5pp YoY and 3.6pp QoQ. - In short AMD significantly expanded its share of the global CPU market in Q4 [----] with both shipments and revenue reaching their highest levels on record. $AMD $INTC"
X Link 2026-02-12T14:37Z 69.8K followers, 19.5K engagements
"This article is an English translation of a piece originally written in Korean by Haeryeong Kang of The Korea Economic Daily. Link There was one mysterious memory platform that Jensen Huang CEO of Nvidia announced at 'CES 2026.' 'Inference Context Memory Platform.' Inference context memory platform Today in Tech & the City we'll take a close look at what this is. Key Keyword: KV Cache Toward the end of his NVIDIA Live speech in Las Vegas on the 5th (local time) CEO Jensen Huang began talking about a memory platform. Naturally our ears pricked up. Is this the second coming of HBM (High"
X Link 2026-01-24T08:44Z 69.8K followers, 87.6K engagements
"I thought flights to Japan would get cheaper if fewer Chinese people traveled there but they actually got more expensive. A flight to Shenzhen is about half the price of a flight to Tokyo. Anyway Im planning to visit Shenzhen from March [--] to March 26Ive already booked the flights. Where would you recommend visiting in Shenzhen I mainly want to check out Chinas high-tech scene. https://twitter.com/i/web/status/2020324266458468710 https://twitter.com/i/web/status/2020324266458468710"
X Link 2026-02-08T02:30Z 69.8K followers, 37.2K engagements
"Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By lowering the barrier to entry for programming vibe coding will lead to more apps being submitted to the App Store which in turn will generate more App Store profit for Apple. https://twitter.com/i/web/status/2020357025851757045 https://twitter.com/i/web/status/2020357025851757045"
X Link 2026-02-08T04:40Z 69.8K followers, 99.6K engagements
"Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already updated in our August [----] report that Micron's HBM4 schedule would be delayed due to HBM4 speed upgrade issues - Our HBM model already adjusted Micron's [----] HBM4 market share to around 1% factoring in redesign and sample schedule delays Impact on earnings expected to be minimal - The delay in Micron's HBM4 is not expected"
X Link 2026-02-10T23:05Z 69.8K followers, 121.8K engagements
"*ByteDance is reportedly in talks to manufacture its ASICs at Samsung Foundry. For reference I shared this with you a few months ago. https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/ https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/"
X Link 2026-02-11T05:01Z 69.8K followers, 24.3K engagements
"Rapidus plans to begin mass-producing 2nm wafers at a rate of [----] wafers per month by the end of [----] and ramp up to [-----] wafers per month by the end of [----]. According to the business plan Rapidus submitted to Japan's Ministry of Economy Trade and Industry (METI) mass production of 2-nanometer chips is set to begin in the second half of fiscal year [----]. The company plans to scale production to four times the [----] level by [----]. At the start of mass production in the second half of FY2027 Rapidus plans to produce [----] wafers per month with the goal of expanding capacity to approximately"
X Link 2026-02-11T11:23Z 69.8K followers, 18.9K engagements
"Mitsui kinzoku revised up its full-year guidance once again"
X Link 2026-02-13T07:57Z 69.8K followers, 23.7K engagements
"Why are power semiconductors the future Barclays: The power consumption of AI chips is rising rapidly. NVIDIAs current Blackwell-generation GPU chips have already reached around [---] kW and the power consumption of GB200 rack-level servers is about [---] kW. Even more striking is the Rubin Ultra chip scheduled for release in [----]. The power consumption of this GPU is expected to reach three times that of Blackwell and the power consumption per server rack will rise to around [---] kW. By the time of the Feynman architecture power is expected to increase by another [---] times reaching more than"
X Link 2025-11-12T23:48Z 69.7K followers, 115.3K engagements
"Even without taking a long-term view the PSU market is going to grow massively starting next year. Whats really unfortunate is that most major PSU makers are Taiwanese companies. For me investing in Taiwanese stocks is a bit tricky"
X Link 2026-01-14T00:06Z 69.7K followers, 53K engagements
"Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly"
X Link 2025-09-04T08:58Z 69.8K followers, [----] engagements
"Im only just getting around to reading Citis [----] semiconductor outlook and this table is genuinely fascinating. [--]. Broadcoms revenue from Google in [----] is expected to roughly double versus [----] and in [----] it could grow again to nearly double compared with [----]. [--]. Meta-related revenue likely starts to show up meaningfully in [----]. [--]. ByteDances ASIC shipments look small through [----] but it seems to enter true volume production toward late [----]. [--]. Revenue from Anthropic could be nearly on par with Google in [----] but then drop sharply in [----]. [--]. xAIs ASIC really starts to take off in 2027."
X Link 2025-12-28T07:45Z 69.7K followers, 733.9K engagements
"Morgan Stanleys estimated AWS Trainium [--] (Tr3) volume allocation by company: - Alchip: 500k600k units - Annapurna: 800k900k units - Marvell: 100k200k units Broadcom has decided to use its limited 3nm capacity for its ongoing ASIC projects particularly TPU production. https://twitter.com/i/web/status/2008827432665845815 https://twitter.com/i/web/status/2008827432665845815"
X Link 2026-01-07T09:05Z 69.8K followers, 72K engagements
"This is truly an excellent report. I was so absorbed in reading it that I didnt even notice an hour had passed. What surprised me most was that JPM views Kioxia as having a larger eSSD exposure than SanDisk and even named Kioxia as its top pick. I had assumed SanDisks eSSD exposure would be much higher than Kioxias"
X Link 2026-01-25T13:16Z 69.7K followers, 247.2K engagements
"Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550"
X Link 2026-02-01T09:47Z 69.7K followers, 362.4K engagements
"As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol"
X Link 2026-02-02T12:31Z 69.8K followers, 171.4K engagements
"This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers and why CXMT cannot advance beyond the 1b node. Please give it a read"
X Link 2026-02-04T00:29Z 69.7K followers, 150K engagements
"BofA (Bank of America) analyst Vivek Arya concluded that it doesnt make logical sense for the chip sector and the software sector to sell off together. He argued that a decline in chip stocks implies deteriorating AI investment returns (ROI) while a decline in software stocks implies AI adoption will become extremely widespreadso those two conclusions are hard to reconcile at the same time. In his view the market is overreacting. Arya noted that the markets implicit judgment behind the selloff in AI-related chip stocks is that AI investments have deteriorated to the point where achieving"
X Link 2026-02-05T02:59Z 69.8K followers, 89.2K engagements
"Its funny watching Morgan Stanleys North America team and Asia team argue over MediaTeks TPU"
X Link 2026-02-05T03:21Z 69.7K followers, 55.4K engagements
"Im reflecting on how I had dismissed NAND controller stocks. Im revising my view: these companies could actually benefit more than I expected"
X Link 2026-02-08T01:56Z 69.7K followers, 98.2K engagements
"SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi Tae-won currently visiting the United States met with Nvidia CEO Jensen Huang for a chicken-and-beer gathering in Silicon Valley. Observers say the discussion likely went beyond negotiating supply volumes for sixth-generation High Bandwidth Memory (HBM4) to include strategic cooperation on building next-generation artificial intelligence (AI) data centers. According to U.S. semiconductor industry sources on February [--] (local time) Chairman Choi met with CEO Huang on February 5"
X Link 2026-02-09T09:10Z 69.8K followers, 48K engagements
"Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period the initiative in long-term supply agreements (LTAs) is shifting from customers to semiconductor suppliers. In the past smartphone and PC manufacturers seeking stable procurement were the ones to propose long-term contracts first but recently memory chipmakers such as Samsung Electronics and SK hynix have been presenting"
X Link 2026-02-09T11:28Z 69.8K followers, 44.6K engagements
"Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump solving the issue of the camera bump appearing protruded. Source: Meritz Securities"
X Link 2024-12-26T06:10Z 69.7K followers, 57.9K engagements
"Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters Analysis by Mirae Asset Securities Korea Does this imply that cutting-edge LLM development no longer needs large-scale GPU clusters Were the massive computing investments by Google OpenAI Meta and xAI ultimately futile The prevailing consensus among AI developers is that this is not the case. However it is clear that there is still much to be gained through data and algorithms and many new optimization methods are expected to emerge in the future. Since DeepSeeks V3 model was"
X Link 2025-01-26T00:04Z 69.7K followers, 756K engagements
"Morgan Stanleys View on the DeepSeek Shock [--]. Semiconductors While DeepSeeks success is unlikely to alter semiconductor investment plans significantly there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment plans remain unaffected. DeepSeeks technology is impressive but major CSPs have not neglected to invest in such technologies. In fact much of what we consider groundbreakingsuch as training with FP8 multi-token prediction MLA custom PTX code and GRPO reinforcement learning frameworkseither originated with DeepSeek v-2 and"
X Link 2025-01-28T07:20Z 69.7K followers, 95.2K engagements
"Just in: OpenAI secures evidence that DeepSeek used its proprietary model for training The Financial Times reports that DeepSeek used OpenAIs proprietary model to train its own open-source competitor. OpenAI stated that it has obtained evidence that DeepSeek employed distillation a technique that typically leverages the outputs of larger models to enhance the performance of smaller ones. This allowed DeepSeek to achieve similar results in certain tasks at a lower cost. According to OpenAIs Terms of Service Users may not copy the service or use its outputs to develop models that compete with"
X Link 2025-01-29T06:46Z 69.7K followers, 266.6K engagements
"Morgan Stanleys analysis is the best in the industry. Its data you wont find anywhere else"
X Link 2025-02-08T12:02Z 69.7K followers, 144.9K engagements
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