# ![@paurooteri Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::960804070117187584.png) @paurooteri パウロ

パウロ posts on X about ai, dram, $mu, samsung the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::960804070117187584/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::960804070117187584/c:line/m:interactions.svg)

- [--] Week [---------] +466%
- [--] Month [---------] -30%
- [--] Months [---------] +629%
- [--] Year [---------] +225%

### Mentions: [--] [#](/creator/twitter::960804070117187584/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::960804070117187584/c:line/m:posts_active.svg)

- [--] Week [--] +286%
- [--] Month [---] +244%
- [--] Months [---] +162%
- [--] Year [---] -78%

### Followers: [------] [#](/creator/twitter::960804070117187584/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::960804070117187584/c:line/m:followers.svg)

- [--] Week [------] +1.20%
- [--] Month [------] +7.90%
- [--] Months [------] +63%
- [--] Year [------] +100%

### CreatorRank: [------] [#](/creator/twitter::960804070117187584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::960804070117187584/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1677 [technology brands](/list/technology-brands)  18.85% [currencies](/list/currencies)  #886 [finance](/list/finance)  1.64% [countries](/list/countries)  1.64% [fashion brands](/list/fashion-brands)  0.82%

**Social topic influence**
[ai](/topic/ai) #2921, [dram](/topic/dram) #19, [$mu](/topic/$mu) #7, [samsung](/topic/samsung) #263, [ceo](/topic/ceo) 3.28%, [$googl](/topic/$googl) #2716, [$lite](/topic/$lite) #118, [$sndk](/topic/$sndk) #14, [$3037tw](/topic/$3037tw) #7, [$4062t](/topic/$4062t) 1.64%

**Top accounts mentioned or mentioned by**
[@kjage1](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@ryunpon000](/creator/undefined) [@hamsarris6](/creator/undefined) [@exoexplorer3](/creator/undefined) [@grok](/creator/undefined) [@gogocollie1](/creator/undefined) [@thevalueist](/creator/undefined) [@rehanyawar84469](/creator/undefined) [@wafigondan](/creator/undefined) [@ai_hyperbull](/creator/undefined) [@yusuke12397501](/creator/undefined) [@rakusuru_lab](/creator/undefined) [@gachagachajp](/creator/undefined) [@djchacharoots](/creator/undefined) [@bankrbot](/creator/undefined) [@luv_sic_4u](/creator/undefined) [@feast_alchemist](/creator/undefined) [@jj1oxs_2](/creator/undefined) [@the_analyst_lab](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Sandisk Corporation (SNDK)](/topic/$sndk) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [SAP SE (SAP)](/topic/$sap) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Stacks (STX)](/topic/$stx) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Holy crap. If this is true demand for HBM LPDDR5X and eSSD is going to absolutely skyrocket. 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 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/paurooteri/status/2021211593107963909)  2026-02-10T13:16Z 53.9K followers, 35.4K engagements


"Micron $MU DRAM 125%  Just yesterday we got news that $MU is raising DRAM prices by 125% QoQ. Do you really think the industry believes YMTC has the capacity to supply DRAM DDR5 It's all FUD. Folks that don't understand the space will be shaken out and we'll resume the next leg higher inshaAllah. Just yesterday we got news that $MU is raising DRAM prices by 125% QoQ. Do you really think the industry believes YMTC has the capacity to supply DRAM DDR5 It's all FUD. Folks that don't understand the space will be shaken out and we'll resume the next leg higher inshaAllah"  
[X Link](https://x.com/paurooteri/status/2018812657521058092)  2026-02-03T22:23Z 53.9K followers, 158.3K engagements


"DRAM NAND https://www.trendforce.com/news/2026/02/11/insights-memory-spot-price-update-lunar-new-year-slows-dram-spot-trading-price-gap-narrows/ https://www.trendforce.com/news/2026/02/11/insights-memory-spot-price-update-lunar-new-year-slows-dram-spot-trading-price-gap-narrows/"  
[X Link](https://x.com/paurooteri/status/2021700008337170512)  2026-02-11T21:36Z 53.9K followers, 14K engagements


"3 [--] -14.29% K https://www.sas-globalwafers.com/fc-new/ https://www.sas-globalwafers.com/fc-new/"  
[X Link](https://x.com/paurooteri/status/2021905845148434447)  2026-02-12T11:14Z 53.9K followers, 25.7K engagements


"3 2.74% https://www.unimicron.com/en/money01.html https://www.unimicron.com/en/money01.html"  
[X Link](https://x.com/paurooteri/status/1778672416866365929)  2024-04-12T06:32Z 53.8K followers, [----] engagements


"UnimicronHDICoWoSS H100/H2002025Q1 Blackwell 3Q24 4Q24  $NVDA Hopper HDI HDI  PCB HDI  3Q24 4Q24  $NVDA Hopper HDI HDI  PCB HDI"  
[X Link](https://x.com/paurooteri/status/1844531484008513864)  2024-10-11T00:12Z 53.8K followers, [----] engagements


"Unimicron [--] H100/H200 https://www.unimicron.com/en/money01.html https://www.unimicron.com/en/money01.html"  
[X Link](https://x.com/paurooteri/status/1844532893730865235)  2024-10-11T00:18Z 53.5K followers, [----] engagements


"ODMAI Wistron(3231) Wiwynn Inventec (6 )11 AI Wiwynn [--] [---] [----] [---------------] https://money.udn.com/money/story/11162/8409614 https://money.udn.com/money/story/11162/8409614"  
[X Link](https://x.com/paurooteri/status/1865958668577255674)  2024-12-09T03:16Z 53.5K followers, [----] engagements


"Sunny OpticalLargan Precision2026iPhone [--] https://news.yahoo.co.jp/articles/bb65296707071c9ef01b0be7f200bdcee994e475 https://twitter.com/i/web/status/1872801073129566225 https://news.yahoo.co.jp/articles/bb65296707071c9ef01b0be7f200bdcee994e475 https://twitter.com/i/web/status/1872801073129566225"  
[X Link](https://x.com/paurooteri/status/1872801073129566225)  2024-12-28T00:25Z 53.6K followers, [----] engagements


"TSMC CoWoSInnoluxAP8 https://ec.ltn.com.tw/article/paper/1684920 https://ec.ltn.com.tw/article/paper/1684920"  
[X Link](https://x.com/paurooteri/status/1873912377722495344)  2024-12-31T02:01Z 53.5K followers, [----] engagements


"AIOEM/EMS Wiwynn https://www.ctee.com.tw/news/20250428701650-430502 https://www.ctee.com.tw/news/20250428701650-430502"  
[X Link](https://x.com/paurooteri/status/1916872388936880171)  2025-04-28T15:09Z 53.5K followers, [----] engagements


"AIWiwynn L12 CSPYTLLamba CSP https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000721112_YI100MLT2KE6OJ1ZYX9K9 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000721112_YI100MLT2KE6OJ1ZYX9K9"  
[X Link](https://x.com/paurooteri/status/1919863981662970086)  2025-05-06T21:16Z 53.5K followers, [----] engagements


"Wistron WiwynnAI https://www.ctee.com.tw/news/20250507700070-439901 https://www.ctee.com.tw/news/20250507700070-439901"  
[X Link](https://x.com/paurooteri/status/1919950996555383294)  2025-05-07T03:02Z 53.5K followers, [----] engagements


"WistronAIWiwynn [--] https://www.wiwynn.com/investors https://www.wiwynn.com/investors"  
[X Link](https://x.com/paurooteri/status/1935140618029908430)  2025-06-18T01:00Z 53.5K followers, [----] engagements


"ASE  ASE Technology Holding25CEOAINVIDIA https://www.ctee.com.tw/news/20250626700066-439901 https://www.ctee.com.tw/news/20250626700066-439901"  
[X Link](https://x.com/paurooteri/status/1938078313265713443)  2025-06-26T03:34Z 53.6K followers, [----] engagements


"Inventec1  https://www.ctee.com.tw/news/20250701701997-430502 https://www.ctee.com.tw/news/20250701701997-430502"  
[X Link](https://x.com/paurooteri/status/1940163071089180720)  2025-07-01T21:38Z 53.5K followers, [----] engagements


"6   - opens new tab https://jp.reuters.com/markets/world-indices/5YNAP3FZH5JITH7NQAAQULTUTE-2025-08-13/ http://2330.TW http://2330.TW https://jp.reuters.com/markets/world-indices/5YNAP3FZH5JITH7NQAAQULTUTE-2025-08-13/ http://2330.TW http://2330.TW"  
[X Link](https://x.com/paurooteri/status/1955745428970037355)  2025-08-13T21:37Z 53.5K followers, [----] engagements


"Yageo 10100"  
[X Link](https://x.com/paurooteri/status/1981002445485740289)  2025-10-22T14:19Z 53.8K followers, [----] engagements


"T-glass2026Q1  Unimicron TechnologyBuyTWD41853%AITSMC2026520560ResonacTECCLPP30%31AIT20262028ABFAI2026/277.8%/24.0%2027EPS TWD16.722520TWD2702027EPS16T1Q262Q-3Q26Nittobo1H27ABF2027-28E81610-12 Nomura: Unimicron Technology reiterate Buy with a higher TP of TWD418 implying 53% upside Recently TSMC (2330 TT Buy) announced record capex (USD52-56bn) for 2026E well-above consensus of USD48-50bn on booming AI demand (report) and Resonac (4004 JP Buy) announced to Nomura: Unimicron Technology reiterate Buy with a higher TP of TWD418 implying 53% upside Recently TSMC (2330 TT Buy) announced record"  
[X Link](https://x.com/paurooteri/status/2013185537285529616)  2026-01-19T09:43Z 53.8K followers, 49.3K engagements


"@ExoExplorer3 yes EMIB-T requires ibiden know how"  
[X Link](https://x.com/paurooteri/status/2013773125872194045)  2026-01-21T00:38Z 53K followers, [----] engagements


"https://money.udn.com/money/story/5612/9290252 https://money.udn.com/money/story/5612/9290252"  
[X Link](https://x.com/paurooteri/status/2015904006867231196)  2026-01-26T21:45Z 53.1K followers, [----] engagements


"https://money.udn.com/money/story/11162/9290207 https://money.udn.com/money/story/11162/9290207"  
[X Link](https://x.com/paurooteri/status/2015905535988846899)  2026-01-26T21:51Z 53.1K followers, [----] engagements


"https://money.udn.com/money/story/5710/9289977 https://money.udn.com/money/story/5710/9289977"  
[X Link](https://x.com/paurooteri/status/2015913992880017632)  2026-01-26T22:25Z 53.1K followers, [----] engagements


"https://money.udn.com/money/story/5612/9297630 https://money.udn.com/money/story/5612/9297630"  
[X Link](https://x.com/paurooteri/status/2016986671934558313)  2026-01-29T21:27Z 53.1K followers, [----] engagements


"SK Hynix  @paurooteri [---] (19%) :(LP) (15%): :(CB) [----] 34%374=33 @paurooteri [---] (19%) :(LP) (15%): :(CB) [----] 34%374=33"  
[X Link](https://x.com/paurooteri/status/2017795599563952426)  2026-02-01T03:02Z 53.4K followers, 34.6K engagements


"SK Hynixnote AI  [---] SK Hynixnote cHBM4EHBF  https://t.co/IzqxEeX4kQ [---] SK Hynixnote cHBM4EHBF  https://t.co/IzqxEeX4kQ"  
[X Link](https://x.com/paurooteri/status/2017802928338419856)  2026-02-01T03:31Z 53.4K followers, 26.2K engagements


"SK Hynix [----] 3000"  
[X Link](https://x.com/paurooteri/status/2017914376527999022)  2026-02-01T10:54Z 53.5K followers, 39.8K engagements


"SamsungSK HynixMicron HBM"  
[X Link](https://x.com/paurooteri/status/2017934443827364262)  2026-02-01T12:13Z 53.5K followers, 29.5K engagements


"SK HynixAI  AI w SOMFeNAND 👇 AI w SOMFeNAND 👇"  
[X Link](https://x.com/paurooteri/status/2017969737054278031)  2026-02-01T14:34Z 53.4K followers, 27.6K engagements


"https://money.udn.com/money/story/5612/9304807 https://money.udn.com/money/story/5612/9304807"  
[X Link](https://x.com/paurooteri/status/2018434054018969632)  2026-02-02T21:19Z 53.1K followers, [----] engagements


"SK Hynix 1b DRAMHBM4  SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing https://t.co/8PIdFM4d4g SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing"  
[X Link](https://x.com/paurooteri/status/2018477091214491739)  2026-02-03T00:10Z 53.4K followers, 20.2K engagements


"OpenAINvidia BroadcomAI ASIC"  
[X Link](https://x.com/paurooteri/status/2018530837407650008)  2026-02-03T03:43Z 53.5K followers, 20.6K engagements


"2 RubinRubin Ultra"  
[X Link](https://x.com/paurooteri/status/2018601098953802041)  2026-02-03T08:23Z 53.9K followers, 27.6K engagements


"NvidiaGPUAMDBroadcom 🥺 🥺"  
[X Link](https://x.com/paurooteri/status/2018704157188702328)  2026-02-03T15:12Z 53.5K followers, 69.4K engagements


"https://money.udn.com/money/story/5612/9307216 https://money.udn.com/money/story/5612/9307216"  
[X Link](https://x.com/paurooteri/status/2018807243932946699)  2026-02-03T22:02Z 53.1K followers, [----] engagements


"$LITE  $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa"  
[X Link](https://x.com/paurooteri/status/2018811521640587314)  2026-02-03T22:19Z 53.9K followers, 21.5K engagements


"$LITE InP EML CEO note 🙇 InP EMLnote  https://t.co/lB3OC12HQf InP EMLnote  https://t.co/lB3OC12HQf"  
[X Link](https://x.com/paurooteri/status/2018817745157321076)  2026-02-03T22:43Z 53.7K followers, 32.2K engagements


"$LITE CEO 30%EML() $LITE CEO on EMLs: Were under-shipping customer demand by 30%. All capacity spoken for in LTAs through [----]. Customers coming back asking for MORE than contracted. No more quarterly price-downs incremental units get incremental pricing. Laser goes pew pew Lumentum 🔊👇 https://t.co/R4kOryVyJn $LITE CEO on EMLs: Were under-shipping customer demand by 30%. All capacity spoken for in LTAs through [----]. Customers coming back asking for MORE than contracted. No more quarterly price-downs incremental units get incremental pricing. Laser goes pew pew Lumentum 🔊👇"  
[X Link](https://x.com/paurooteri/status/2018863355348570313)  2026-02-04T01:45Z 53.7K followers, 30.1K engagements


"AI ASIC 1ASIC2028 ICMediaTekASICCEOMediaTekASIC20261020272028ASIC20% Co-PackageCPOHBM3.5DMediaTek [--] MediaTek20261131.21141215026%8%2%46%1.5%31%2% MediaTek320254Dimensity [-------------] [----------] [---------] MediaTek [----] [----] MediaTek202559606000AIDimensityWi-Fi 75G10G PON MediaTek Chromebook 3202548%13%37%Dimensity 202521%30Wi-Fi 735G2026ASIC20261 ICPMIC45%8%11%PMIC20261"  
[X Link](https://x.com/paurooteri/status/2019162135411167636)  2026-02-04T21:32Z 53.7K followers, 12K engagements


"MediaTekDimensity ADAS2026 AI 2026MediaTekAI ASIC2026102027 MediaTek2028MediaTek MediaTekAIMediaTek400G SerDesCPO3.5DHBMIVR ChromebookDGX SparkNVIDIAGB10MediaTek202580%102026 MediaTekCFODavid KuMediaTek46% https://twitter.com/i/web/status/2019162387870617808 https://twitter.com/i/web/status/2019162387870617808"  
[X Link](https://x.com/paurooteri/status/2019162387870617808)  2026-02-04T21:33Z 53.7K followers, [----] engagements


"Google 1750-1850  AGI Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL https://t.co/iCPTR76C5H Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL"  
[X Link](https://x.com/paurooteri/status/2019167520645869997)  2026-02-04T21:53Z 53.9K followers, 74.1K engagements


"TPUBroadcom $AVGO"  
[X Link](https://x.com/paurooteri/status/2019167998448460191)  2026-02-04T21:55Z 53.5K followers, 33.8K engagements


"GPU Intel GPU NvidiaWistronGigabyte OEM CEO3GPUAINVIDIAAMD23173231AIMSI AINvidiaNvidiaAINvidiaAIIntelASE Technology Holding Co. Ltd.IntelIntelGPU AI0.9%2.1% GPUNVIDIAAMDAIGPU [--] 10IntelAIGPUGPUCrescent IslandGaudi [--] GPUCrescent IslandIntel Gaudi [--] https://twitter.com/i/web/status/2019168876278477003 https://twitter.com/i/web/status/2019168876278477003"  
[X Link](https://x.com/paurooteri/status/2019168876278477003)  2026-02-04T21:59Z 53.4K followers, 11.5K engagements


"https://money.udn.com/money/story/11162/9309707 https://money.udn.com/money/story/11162/9309707"  
[X Link](https://x.com/paurooteri/status/2019169103282598119)  2026-02-04T22:00Z 53.2K followers, [----] engagements


"AI ASIC GoogleBroadcom  : 2024202710AIASIC3 : 2028AI ASIC1500GPU : GoogleAWSMicrosoftMetaXPU  Google: GeminiGoogle TPU2027 AWS: Trainium : 2024GoogleAWS100%2027MetaMTIAMicrosoftMaia  Broadcom: AI ASIC202760% Marvell: 20278% TSMC: 10AI ASIC99% https://twitter.com/i/web/status/2019170137576992855 https://twitter.com/i/web/status/2019170137576992855"  
[X Link](https://x.com/paurooteri/status/2019170137576992855)  2026-02-04T22:04Z 53.5K followers, 24.3K engagements


"https://money.udn.com/money/story/5599/9310083 https://money.udn.com/money/story/5599/9310083"  
[X Link](https://x.com/paurooteri/status/2019248313581895681)  2026-02-05T03:14Z 53.2K followers, [----] engagements


"Samsung HBM4 HBM4Rubin P4DRAM20%HBM4 4P4DRAM20%HBM410nm61cDRAMHBM4AI HBM41c DRAM P4202511012DRAMHBM41c DRAM HBM4NVIDIAAMDAIHBM1c DRAM12 DRAM6612118% 1c DRAM671c DRAM20DRAM25%HBM4 * S5 HBM44nm * P5 [--] * [--] 1c DRAM AI AI HBM41c DRAM20241c DRAM HBM4AIP4 AI164GB DDR5 DRAM98% https://twitter.com/i/web/status/2019304149687681290 https://twitter.com/i/web/status/2019304149687681290"  
[X Link](https://x.com/paurooteri/status/2019304149687681290)  2026-02-05T06:56Z 53.9K followers, 15.5K engagements


"Wow massive amount. This could be for SSD cache DRAM. Yeah CXMT has reserved 10k DDR4 WPM capacity for GigaDevice Yeah CXMT has reserved 10k DDR4 WPM capacity for GigaDevice"  
[X Link](https://x.com/paurooteri/status/2019318825410523261)  2026-02-05T07:54Z 53.2K followers, 27.2K engagements


"GoogleMediaTek  Google TPU MediaTek Google2025914.5202617501850AIAITPUAI2TPU v72027v820272028 GoogleAITPUAITPUCSPASIC NVIDIAASICGoogleTPUASICGoogle MediaTekBroadcomV7V7eASICMediaTekV8eV8eGoogle MediaTekGoogle MediaTekMetaMeta MediaTekGoogle2028Google MediaTekCEOASIC MediaTekAIMediaTek ASIC Google ASIC Broadcom GoogleAIMediaTek2 https://twitter.com/i/web/status/2019540776225763623 https://twitter.com/i/web/status/2019540776225763623"  
[X Link](https://x.com/paurooteri/status/2019540776225763623)  2026-02-05T22:36Z 53.7K followers, 11.7K engagements


"TSMC Fab [--] TSMCJASMFab [--] TSMC5Fab23nmTSMCIC3nmTSMCFab23nm2028Fab2Fab18 TSMCC.C. Wei TSMCFab 23nmFab 220282nmFab 2Fab 183nmFab 18NVIDIAAIA16 JASMCIS3 JASMAITSMC https://twitter.com/i/web/status/2019622653250924632 https://twitter.com/i/web/status/2019622653250924632"  
[X Link](https://x.com/paurooteri/status/2019622653250924632)  2026-02-06T04:02Z 53.8K followers, 13.9K engagements


"BroadcomAI ASIC VMWare"  
[X Link](https://x.com/paurooteri/status/2019623085679481043)  2026-02-06T04:04Z 53.6K followers, 17.4K engagements


"SK Hynix [--------] SK2964% AI 2SKAI2964% AIHBM [-----------] [----] SKSK PS10% 1000% [--] 80%20%2 AISK AIHBM SK SK AI2025472000971000 HBM2 458.4%2018TSMC54%SKAI TSMC10% https://twitter.com/i/web/status/2019895367203197279 https://twitter.com/i/web/status/2019895367203197279"  
[X Link](https://x.com/paurooteri/status/2019895367203197279)  2026-02-06T22:05Z 53.4K followers, 21K engagements


"SK Hynix 5000"  
[X Link](https://x.com/paurooteri/status/2019895714093125726)  2026-02-06T22:07Z 53.5K followers, 34.2K engagements


"Wistron2EMS AI1.5 AI1.5 32312025AI1.5AI232027 [--] AI5000AIAIAI1.523AI20272026 CSPAIAIAI [---] 101990200012283670010.5%151.5%3 https://twitter.com/i/web/status/2019901996665557244 https://twitter.com/i/web/status/2019901996665557244"  
[X Link](https://x.com/paurooteri/status/2019901996665557244)  2026-02-06T22:32Z 53.4K followers, [----] engagements


"Mediatek2nmA14 MediaTekTSMC2nm A14 ASIC + COUPE3.2T AIMediaTekCOOAIMediaTekTSMC2nmA14COUPECompact General Purpose Photonic EngineMediaTek3.2T AI23AI MediaTekTSMCTSMC2nmMediaTekA14 MediaTekCPOTSMCCOUPEMediaTekMicroLED AOCHBM MediaTekXPUAI ASICCSPNVIDIASOCCOMPUTEX MediaTek2026AIAI https://twitter.com/i/web/status/2019996903409348976 https://twitter.com/i/web/status/2019996903409348976"  
[X Link](https://x.com/paurooteri/status/2019996903409348976)  2026-02-07T04:49Z 53.7K followers, 10.3K engagements


"Broadcom Panel Level Fan Out https://www.pti.com.tw/en/tech/advancetechnologycategories/panel-level-fan-out https://www.pti.com.tw/en/tech/advancetechnologycategories/panel-level-fan-out"  
[X Link](https://x.com/paurooteri/status/2020314940939419760)  2026-02-08T01:53Z 53.6K followers, 10.5K engagements


"DRAM NAND DRAMeMMCSSD DRAMDDR5/DDR4DDR3 DDR5DDR4 DDR3 * DDR5 2Gx8: SK Hynix [----] M-Die28.505600 A-Die52.00 * DDR4 2Gx8: SK Hynix New-Die88.00CJR-XNC68.00 * DDR4 1Gx8 (3200): SK Hynix DJR-XNC/New-Die35.00/45.00Samsung WC-BCWE40.00 * DDR4 512x8 (3200): Samsung WF-BCWE7.00 * DDR4 512x16 (3200/2666): SK Hynix DJR-XNC30.00Samsung WC-BCWE/WC-BCTD31.00 * DDR4 256x16: Samsung WF-BCTD7.70 NAND FlashWafereMMCSSD Wafer eMMC SSD TFmicroSD TF https://twitter.com/i/web/status/2020355280056602677 https://twitter.com/i/web/status/2020355280056602677"  
[X Link](https://x.com/paurooteri/status/2020355280056602677)  2026-02-08T04:33Z 53.9K followers, 15K engagements


"Mediatek RSU1000 AIAI ASIC 3MediaTek20263000 ICMediaTekASIC2026AI MediaTekCOOSerDes224G SerDes2026400G MediaTekASICASICASIC2026102027CoWoSMediaTek20262027 ASICXPUCSPHPCMediaTekCPO2.5D3D MediaTekTSMCTSMCCoupeIntelMediaTekTCOHBM MediaTekAI1NAI01 23GUI2026AIMediaTekAI MediaTek3000MediaTekR&DHPCAI https://twitter.com/i/web/status/2020360772145320169 https://twitter.com/i/web/status/2020360772145320169"  
[X Link](https://x.com/paurooteri/status/2020360772145320169)  2026-02-08T04:55Z 53.7K followers, 10.9K engagements


"OpenAI  going to soon feel how inefficient its been to do work with a computer going to soon feel how inefficient its been to do work with a computer"  
[X Link](https://x.com/paurooteri/status/2020509349618352274)  2026-02-08T14:45Z 53.5K followers, 284.7K engagements


"3nm CoWoS SoftBankBroadcomAI ASIC 3nmTSMC TSMCC.C. WeiFab 26nm3nm TSMC3 TSMCTSMC20232TSMC7AITSMC TSMC23nmTSMC TSMC ICSUMCO TOKJSRSCREENTELTSMC TSMCRapidus TSMC263 RapidusTSMC3TSMC TSMC199720201202133D ICTSMC20370TSMC180190 3TSMCASE https://twitter.com/i/web/status/2020601587182559529 https://twitter.com/i/web/status/2020601587182559529"  
[X Link](https://x.com/paurooteri/status/2020601587182559529)  2026-02-08T20:52Z 53.6K followers, 12.8K engagements


"SSDDRAM DRAM"  
[X Link](https://x.com/paurooteri/status/2020619046803390888)  2026-02-08T22:01Z 53.5K followers, 11.2K engagements


"Huge MLCC😂 It is common to adapt multi leads type of MLCC at the high frequency. AMD likes to use [--] leads MLCC. Nvidia likes to use square type. Future MLCC #SemiconJapan2025 https://t.co/rMyjIwlQXv Future MLCC #SemiconJapan2025 https://t.co/rMyjIwlQXv"  
[X Link](https://x.com/paurooteri/status/2020760710872236452)  2026-02-09T07:24Z 53.6K followers, 21.3K engagements


"ASMLEUV [--] Booking - AIHBM SK HynixMicronEUV - SamsungEUV Yes note500 https://t.co/EeAymXxOsX 🙏 AIAI note500 https://t.co/EeAymXxOsX 🙏 AIAI"  
[X Link](https://x.com/paurooteri/status/2020789711086993812)  2026-02-09T09:19Z 53.5K followers, 35.8K engagements


"DDR5LPDDR550%  HBM4w HBM4w"  
[X Link](https://x.com/paurooteri/status/2020856950242603358)  2026-02-09T13:46Z 53.6K followers, 66.9K engagements


"@TShirtnJeans2 It is. Agent CPU needs much more CPU and DRAM"  
[X Link](https://x.com/paurooteri/status/2020996788258533474)  2026-02-09T23:02Z 53.7K followers, [---] engagements


"Agent AIx86 CPUDRAM"  
[X Link](https://x.com/paurooteri/status/2020997051224625497)  2026-02-09T23:03Z 53.6K followers, 18.9K engagements


"Foxconn1 AI AI AI 3+3+3CMMFIHCEO2025CMM [---------] 111AI15"  
[X Link](https://x.com/paurooteri/status/2021063625738420360)  2026-02-10T03:28Z 53.7K followers, 12.5K engagements


"TDK MLCC [--] 1YageoAI113030003Walsin TechnologyKEMET4245 Kingston Technology12 9113030005.5%27.1%34.9%32.5% Yageo1AI1 KEMET131539002022713.7%26.1%KEMETAIGPU2024KEMET 142200212.9%50.2%"  
[X Link](https://x.com/paurooteri/status/2021065717374910943)  2026-02-10T03:36Z 53.7K followers, 16.4K engagements


"@RYUNPON000 Intel 7"  
[X Link](https://x.com/paurooteri/status/2021127620268786021)  2026-02-10T07:42Z 53.8K followers, [---] engagements


"warm kv-cache HBMLPDDR5x/DDR5TLC NAND SSDQLC NAND SSD"  
[X Link](https://x.com/paurooteri/status/2021216875883937849)  2026-02-10T13:37Z 53.9K followers, 24.3K engagements


"SNS SK Hynix"  
[X Link](https://x.com/paurooteri/status/2021223802533789881)  2026-02-10T14:04Z 53.9K followers, 68.5K engagements


"@gogocollie1 @TheValueist Pre-training Reasoning DRAM"  
[X Link](https://x.com/paurooteri/status/2021457061889155412)  2026-02-11T05:31Z 53.8K followers, [---] engagements


"NvidiaAMDIntel + AI ASIC 3YouTubehttps://t.co/yuADt8zKMz 3YouTubehttps://t.co/yuADt8zKMz"  
[X Link](https://x.com/paurooteri/status/2021461465409126798)  2026-02-11T05:49Z 53.7K followers, 53.5K engagements


"$NOW $CRM $MSFT $SAP $NOW $CRM $MSFT $SAP"  
[X Link](https://x.com/paurooteri/status/2021469116599869550)  2026-02-11T06:19Z 53.7K followers, 81.5K engagements


"$MU HBM4CFO Rubinnote 🙇 HBM4Micron $MU note https://t.co/1bXbhT4cVM HBM4Micron $MU note https://t.co/1bXbhT4cVM"  
[X Link](https://x.com/paurooteri/status/2021725908751806616)  2026-02-11T23:19Z 53.9K followers, 35.7K engagements


"The bearish thesis on Micron feels unsubstantiated as the GS report fails to account for the yield ramp complexities of 1c DRAM and HBM4. Considering these nodes are the primary determinants of effective capacity and wafer conversion efficiency a deeper dive into the technical execution is essential for an accurate valuation. https://twitter.com/i/web/status/2020744882453987674 https://twitter.com/i/web/status/2020744882453987674"  
[X Link](https://x.com/paurooteri/status/2020744882453987674)  2026-02-09T06:21Z 53.9K followers, 50.4K engagements


"HBM4 MicronBase Die 📢 #Samsung bounces back Reportedly first to ship #HBM4 post-Lunar New Year with top-tier performance thanks to 1c DRAM + 4nm foundryso why did #NVIDIA give SK hynix the lions share 💡More: https://t.co/7YtBwTMxEP 🔗 https://t.co/cxQKPJGetM 📢 #Samsung bounces back Reportedly first to ship #HBM4 post-Lunar New Year with top-tier performance thanks to 1c DRAM + 4nm foundryso why did #NVIDIA give SK hynix the lions share 💡More: https://t.co/7YtBwTMxEP 🔗 https://t.co/cxQKPJGetM"  
[X Link](https://x.com/paurooteri/status/2020797696760590475)  2026-02-09T09:51Z 53.9K followers, 44.5K engagements


"Seagate $STX SanDisk $SNDK Micron $MU"  
[X Link](https://x.com/paurooteri/status/2021958227244855357)  2026-02-12T14:43Z 53.9K followers, 21.9K engagements


"Unimicron is impressive but there is still a significant gap to close before they can match Ibidens warpage control and multilayer yield management(16layers). When it comes to embedded silicon(EMIB-T) warpage becomes a fatal issue. As we move toward Rubin Rubin Ultra and increasingly massive AI ASICs Ibidens competitive advantage will only continue to grow. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development. Not only Ibiden Unimicron and other companies EMIB-T solutions are also under development"  
[X Link](https://x.com/paurooteri/status/2019055755715022986)  2026-02-04T14:29Z 53.9K followers, 22.7K engagements


"SoC https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&cat=0&cat1=&cat2=&id=744248&packageid=75280 https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&cat=0&cat1=&cat2=&id=744248&packageid=75280"  
[X Link](https://x.com/paurooteri/status/2019890289020924336)  2026-02-06T21:45Z 53.9K followers, 21K engagements


"Micron RubinHBM4 note"  
[X Link](https://x.com/paurooteri/status/2019985022422536364)  2026-02-07T04:02Z 53.9K followers, 23.5K engagements


"PONvidia HBM4 8NVIDIAHBM43 [--] POHBM4AIVera Rubin HBM4PO GTC 2026HBM4 HBM4 HBM4JEDEC HBM41c106DRAM4 HBM4JEDEC8Gbps11.7Gbps JEDEC37HBM3E9.6Gbps22 HBM42.43TB/s1236GB 1648GB HBM HBM3HBM4 HBM4 HBM HBM4 HBM4 https://twitter.com/i/web/status/2020302389904064697 https://twitter.com/i/web/status/2020302389904064697"  
[X Link](https://x.com/paurooteri/status/2020302389904064697)  2026-02-08T01:03Z 53.9K followers, 10.9K engagements


"1c DRAMHBM41bHBM3EHBM3ESamsung1"  
[X Link](https://x.com/paurooteri/status/2020746201835122905)  2026-02-09T06:26Z 53.9K followers, 60K engagements


"Chairman Choi Tae-won of SK Hynix just pulled a 'Double Revenge' move. After that chicken dinner in Korea with Samsungs Lee and Jensen Huang he took the fight to Silicon Valley for a 2x-spicier payback feast LOL 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 SK Chairman Choi Tae-won and Jensen Huang Hold Chicken & Beer Summit Ultra-Close Ties on HBM4 SK Group Chairman Choi"  
[X Link](https://x.com/paurooteri/status/2020812176357740831)  2026-02-09T10:49Z 53.9K followers, 27K engagements


"HBM4 note  note NvidiaCoWoSHBM https://t.co/npECHpB0aP note NvidiaCoWoSHBM https://t.co/npECHpB0aP"  
[X Link](https://x.com/paurooteri/status/2020863192532922485)  2026-02-09T14:11Z 53.9K followers, 34.5K engagements


"HBM4HBM3E 2"  
[X Link](https://x.com/paurooteri/status/2020876735349424215)  2026-02-09T15:05Z 53.9K followers, 21.2K engagements


"HBM4Micron $MU note https://note.com/paul1211/n/n3a4077c4c486 https://note.com/paul1211/n/n3a4077c4c486"  
[X Link](https://x.com/paurooteri/status/2021204970977317248)  2026-02-10T12:49Z 53.9K followers, 440.5K engagements


"HBM4EUVHBM4E noteFab😤 noteFab😤"  
[X Link](https://x.com/paurooteri/status/2021726525364846803)  2026-02-11T23:22Z 53.9K followers, 14.8K engagements


"HBM4Micron HBM4E"  
[X Link](https://x.com/paurooteri/status/2021728281066975635)  2026-02-11T23:29Z 53.9K followers, 15.7K engagements


"Samsung☝ NAND"  
[X Link](https://x.com/paurooteri/status/2021852204379086908)  2026-02-12T07:41Z 53.9K followers, 21.4K engagements


"Q4 note  https://note.com/paul1211/n/n52ba7e425f4b https://note.com/paul1211/n/n52ba7e425f4b"  
[X Link](https://x.com/paurooteri/status/2021890033427595453)  2026-02-12T10:12Z 53.9K followers, 21.4K engagements


"DRAMNAND AI AISamsungSK HynixMicronHBMDDR5*Commercial and Financial News* AI20252026DRAM160%70%NAND80%100%NAND SK HynixMicronHBMDDR5SSDDRAMNANDSK Hynix2 AI [----] DRAM 35%NAND 92% AI 9202618090%DRAM9095%15560%20262027 [--] ADATA320.625331527041000 ADATA202531346300202612702002026 DRAMHBMDRAMDRAM NAND12026 https://twitter.com/i/web/status/2021897589868888213 https://twitter.com/i/web/status/2021897589868888213"  
[X Link](https://x.com/paurooteri/status/2021897589868888213)  2026-02-12T10:42Z 53.9K followers, 13.4K engagements


"MicronHBM4 HBM4Micron $MU note https://t.co/1bXbhT4cVM HBM4Micron $MU note https://t.co/1bXbhT4cVM"  
[X Link](https://x.com/paurooteri/status/2021933019406512242)  2026-02-12T13:02Z 53.9K followers, 25.4K engagements


"MLCC Yageo Walsin Technology MLCCMLCC20%23272492 MLCCYageo YageoWalsin TechnologyAI CSPAIKEMET20%30%2 MLCC MLCCAI1MLCC AIMLCCMLCC10%20% AIMLCCYageo18%22%MLCC18%20%11%13% https://twitter.com/i/web/status/2018807121069171113 https://twitter.com/i/web/status/2018807121069171113"  
[X Link](https://x.com/paurooteri/status/2018807121069171113)  2026-02-03T22:01Z 53.9K followers, 14.3K engagements


"Qualcomm auto Qualcomm QDec25 - All end markets up y/y; All-time high quarters for handset and Auto - QMar handset revenue to take a hit due to memoryflation; well above seasonal decline - Samsung S26 75% share (no change vs prior expectations) https://t.co/LHO7JtcwXA Qualcomm QDec25 - All end markets up y/y; All-time high quarters for handset and Auto - QMar handset revenue to take a hit due to memoryflation; well above seasonal decline - Samsung S26 75% share (no change vs prior expectations) https://t.co/LHO7JtcwXA"  
[X Link](https://x.com/paurooteri/status/2019616482418913303)  2026-02-06T03:37Z 53.9K followers, 14.9K engagements


"Intel + AI ASIC [--]. MediaTekASICTPUBroadcom [--]. GoogleMediaTek224G SerDes IP Broadcom [--]. BroadcomTPU v9AXIntelEMIB [--]. IbidenGoogle TPU [--]. Google TPUHBM4HBM4E UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears satisfied with MediaTeks 224G SerDes IP quality even though it still doesnt fully match Broadcoms. [--]. Not only https://t.co/9hFlCCrpS2 UBSs TPU report what surprised me: [--]. In the TPU v8 generation MediaTeks ASIC service fee per TPU chip is less than half of Broadcoms. [--]. Google appears"  
[X Link](https://x.com/paurooteri/status/2021371516244607163)  2026-02-10T23:51Z 53.9K followers, 80.7K engagements


"TSMC MediaTek Realtek NovatekSamsung SK Hynix"  
[X Link](https://x.com/paurooteri/status/2021378844415099253)  2026-02-11T00:20Z 53.9K followers, 36.5K engagements


"N2 CoWoS Nvidia Broadcom TSMCTSMCTSMC1 https://t.co/gEucgz0Omh TSMCTSMCTSMC1 https://t.co/gEucgz0Omh"  
[X Link](https://x.com/paurooteri/status/2021388584843190665)  2026-02-11T00:59Z 53.9K followers, 16.3K engagements


"Micron $MU note   HBM4Micron $MU note https://t.co/1bXbhT4cVM HBM4Micron $MU note https://t.co/1bXbhT4cVM"  
[X Link](https://x.com/paurooteri/status/2021392985947258882)  2026-02-11T01:16Z 53.9K followers, 48.6K engagements


"AI InferenceReasoning"  
[X Link](https://x.com/paurooteri/status/2021429132773687415)  2026-02-11T03:40Z 53.9K followers, 45.1K engagements


"TFT-LCDAUOInnoluxLGLGD7 TSMC2024Innolux4171.4AITSMCMicronASESK Hynix Innolux5629MicronPowerchipInnolux5 5DIGITIMESASE ASEASE Innolux5Radiant OptoelectronicsAU OptronicsAU OptronicsEpistarRadiant Optoelectronics"  
[X Link](https://x.com/paurooteri/status/2022069807534026930)  2026-02-12T22:06Z 53.9K followers, [----] engagements


"AU69AIHPCFOPLPAI 2HannStar DisplayWistron NeaveWistron NeaveWistron NeaveCSPHannStar Display AMOLEDJingjin2026131TSMCMicron LCD LGDP7SKSKP7SKP7LGDLGDP7 https://twitter.com/i/web/status/2022069974626713608 https://twitter.com/i/web/status/2022069974626713608"  
[X Link](https://x.com/paurooteri/status/2022069974626713608)  2026-02-12T22:07Z 53.9K followers, [----] engagements


"5 $AMAT  ASML / Top-5 semicap performance in China - down by 5% to $34.6B in '25 - AMAT share down from 47% in [----] to 24% in [----] - Except for Lam everyone else declined y/y in '25 - ASML went from #5 in [----] to #1 in [----] - TEL despite free run in China declined -17% - KLA first decline https://t.co/y0SFnIZGs0 Top-5 semicap performance in China - down by 5% to $34.6B in '25 - AMAT share down from 47% in [----] to 24% in [----] - Except for Lam everyone else declined y/y in '25 - ASML went from #5 in [----] to #1 in [----] - TEL despite free run in China declined -17% - KLA first decline"  
[X Link](https://x.com/paurooteri/status/2020623414873162172)  2026-02-08T22:18Z 53.9K followers, 38.5K engagements


"We should not underestimate Samsungs 2nm process. They remain the only player besides TSMC to have successfully mass-produced and commercialized the 3nm GAA architecture as seen in the Galaxy Watch. Currently the company is riding a wave of strong momentum backed by high-profile projects including Teslas AI chips Apples image sensors and their proprietary eSSD controllers and HBM base dies. "Samsung Expected to Turn Non-Memory Business Profitable Next Year" Kiwoom Securities Kiwoom Securities forecast on the 10th that Samsung Electronics' non-memory division "will return to operating profit"  
[X Link](https://x.com/paurooteri/status/2021134231280419064)  2026-02-10T08:08Z 53.9K followers, 28.6K engagements


"Yield is the decisive factor in this competition. While the 1c contribution ratio may be limited the maturity of the power delivery network (PDN) within the base die plays a vital role. A long-term strategic outlook will be essential. Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have been a foolish move. [--]. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers. That said what I don't understand is this: even SK Commenting on Micron's HBM4: [--]. If this is true then Samsung using 4nm + 1cnm would have"  
[X Link](https://x.com/paurooteri/status/2021727947967852871)  2026-02-11T23:27Z 53.9K followers, 18.6K engagements


"Agent AIDRAM  @paurooteri https://t.co/RRGveA1TRW @paurooteri https://t.co/RRGveA1TRW"  
[X Link](https://x.com/paurooteri/status/2021788841221533825)  2026-02-12T03:29Z 53.9K followers, 51.5K engagements


"HBM320% @paurooteri DRAM https://t.co/nwpbckx3aI https://t.co/DS9BButQ89 @paurooteri DRAM https://t.co/nwpbckx3aI https://t.co/DS9BButQ89"  
[X Link](https://x.com/paurooteri/status/2021796272097882259)  2026-02-12T03:59Z 53.9K followers, 18.9K engagements


"AI note  noteAInote https://t.co/i90JdbGzyZ noteAInote https://t.co/i90JdbGzyZ"  
[X Link](https://x.com/paurooteri/status/2021797406954991734)  2026-02-12T04:03Z 53.9K followers, 27.5K engagements


"Applied Materials $AMAT DRAM/HBM 1note DRAM/HBMApplied MaterialsnoteDRAM https://t.co/8EXT3DslOt DRAM/HBMApplied MaterialsnoteDRAM https://t.co/8EXT3DslOt"  
[X Link](https://x.com/paurooteri/status/2022083948789289458)  2026-02-12T23:02Z 53.9K followers, 15.6K engagements


"Samsungnote"  
[X Link](https://x.com/paurooteri/status/2022146721082748979)  2026-02-13T03:12Z 53.9K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing