[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@rwang07 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::833295407182516224.png) @rwang07 Ray Wang

No information is available about Ray Wang. However, recent developments in the AI chip industry include NVIDIA's GB300 entering full-scale production, and companies like SK Hynix, Samsung, and TSMC making significant investments and advancements in AI-related technologies. The US government is also exploring equity stakes in chipmakers like Intel, Micron, and TSMC in exchange for Chips Act funding.

### Engagements: XXXXX [#](/creator/twitter::833295407182516224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::833295407182516224/c:line/m:interactions.svg)

- X Week XXXXXX +48%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXXX +19%
- X Year XXXXXXXXXX +3,441%

### Mentions: XX [#](/creator/twitter::833295407182516224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::833295407182516224/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +36%
- X Year XXXXX +230%

### Followers: XXXXXX [#](/creator/twitter::833295407182516224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::833295407182516224/c:line/m:followers.svg)

- X Week XXXXXX +0.34%
- X Month XXXXXX +5.30%
- X Months XXXXXX +85%
- X Year XXXXXX +1,240%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::833295407182516224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::833295407182516224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [products](/list/products)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #1662, [ai](/topic/ai) 16.67%, [strong](/topic/strong) 9.52%, [the first](/topic/the-first) 9.52%, [$mrvl](/topic/$mrvl) #89, [business](/topic/business) 5.95%, [level](/topic/level) 5.95%, [$3661tw](/topic/$3661tw) #9, [$amzn](/topic/$amzn) #466, [$6669tw](/topic/$6669tw) #10

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@ethunx](/creator/undefined) [@zephyrz9](/creator/undefined) [@mooremorrissemi](/creator/undefined) [@vikramskr](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@pearsonpc](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@dnystedt](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@jukan05](/creator/undefined) [@stockwilsonrice](/creator/undefined) [@sudseclipse](/creator/undefined) [@mojo_flyin](/creator/undefined) [@ajacksonhole](/creator/undefined) [@analysisop](/creator/undefined) [@hhuang](/creator/undefined) [@tbu12345678](/creator/undefined) [@benbajarin](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Western Digital Corp (WDC)](/topic/$wdc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Teradyne, Inc. (TER)](/topic/$ter) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Stacks (STX)](/topic/$stx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Arista Networks Inc (ANET)](/topic/$anet) [Cisco Systems Inc (CSCO)](/topic/$csco) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Synopsys, Inc. (SNPS)](/topic/$snps) [Amphenol Corporation (APH)](/topic/amphenol) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx)
### Top Social Posts
Top posts by engagements in the last XX hours

"$NVDA GPU shipments and $SMCI AI revenue Source: GF Securities"  
[X Link](https://x.com/rwang07/status/1937819125222613310)  2025-06-25T10:24Z 23.4K followers, 6402 engagements


"🧵 @MooreMorrisSemi and I just published a 4000word technical deep dive on HBM. A MUST READI can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how SK Hynix has taken the lead. 3) Chinas evolved HBM capabilities. /1 Link:"  
[X Link](https://x.com/rwang07/status/1930025345488494731)  2025-06-03T22:14Z 23.4K followers, 169.5K engagements


"$NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders is so strong that it needs to aggressively build more factories. Even with facilities in both Taiwan and the U.S. capacity remains insufficient requiring additional site searches and contingency planning. She noted that AI server order visibility extends through 2027 with major customers continuing to ramp up investment in"  
[X Link](https://x.com/rwang07/status/1973873740078358759)  2025-10-02T22:12Z 23.4K followers, 51.5K engagements


"4) Investors looking closely at this memory supercycle are typically paying close attention to the top memory players like SK Hynix $MU and Samsung amid the unstoppable price hike of DDR5 as well as leading NAND and HDDs players like $SNDK $STX $WDC and Kioxia. Even some preliminary players in the memory supply chain like Phison NHK Spring and Silicon Motion have been gaining increasing attention"  
[X Link](https://x.com/rwang07/status/1985957826955821426)  2025-11-05T06:30Z 23.4K followers, 3469 engagements


"1) Hon Hais share has been steadily climbing this year up nearly XX% year to date. Thats a solid gain though it still lags behind many Taiwan-listed peers particularly those in memory copper foil and PCB sectors. Investors may be wondering what additional catalysts (with its size) could drive the stock even higher. Here is one notable comment (full comment at #2) from Hon Hai management today: By 2026 our market share in AI servers is expected to be at least XX% higher than it is today.""  
[X Link](https://x.com/rwang07/status/1988591756460659134)  2025-11-12T12:56Z 23.4K followers, 21K engagements


""Wiwynn is Amazon Web Services (AWS) primary supplier of ASIC server racks and the exclusive cabinet integrator for both the Inferentia and Trainium platforms. Shipments of Trainium X AI server cabinets began ramping in early 2025 and are expected to be the main growth driver for Wiwynn this year. Analysts project that AWS will deploy XXX million1.5 million ASIC chips in 2025 up from about 800000 in 2024. As a result Wiwynns revenue from AWS could more than double lifting AWSs contribution from roughly XX % of total sales to nearly XX %making AWS Wiwynns largest customer this year.""  
[X Link](https://x.com/rwang07/status/1932583190587453943)  2025-06-10T23:38Z 23.4K followers, 1797 engagements


"Delta Electronics has been the key power suppy and cooling provider for $NVDA $GOOGL (TPU) and $AWS (Trainium). In June Delta Electronics reported NT$42.208 billion representing a XXXX% month-over-month increase and a XXXXX% year-over-year increasemarking the second-highest monthly revenue on record Delta achieve a new quarterly high revenue ($124.03B XXX% QoQ and XXXX% YoY) in Q2 with first-half revenue also hitting a record for the same period (T$242.954 billion up XXXXX% YOY). The AI severs continue to be the key driver for companies growth with ramp-up of NOT ONLY $NVDA's GB200 but also"  
[X Link](https://x.com/rwang07/status/1943087156034998453)  2025-07-09T23:17Z 23.4K followers, 12.4K engagements


"Key data point for AI here. No slowdown. $NVDA and $AAPL partner Hon Hai reported Q2 net profit of NT$44.4 billion (US$1.48 billion) up XX% YoY and above market expectations (38.8B NTD). Notably its AI server business grew nearly XX% YoY in Q2 and is projected to exceed XXX% YoY revenue growth in Q3. "AI market continues strong demand in 2026.""  
[X Link](https://x.com/rwang07/status/1955955372210184438)  2025-08-14T11:31Z 23.4K followers, 25.5K engagements


"1) FT reported Cambricon's jumped XX% to an ATH taking the companys market cap past Rmb500bn ($70bn) for the first time. (Cambricon roadmap on 2nd tweet). 70B is something. Its value has more than quadrupled in the past year (check attached tweet) SMIC and Hua Hong Semi up XX% and XX% respectively"  
[X Link](https://x.com/rwang07/status/1958853818482860410)  2025-08-22T11:28Z 23.4K followers, 34.1K engagements


"The confidence level from Alchip (see attached series of tweets) and $MRVL is interesting. Leave ultimate judgment to you. JP Morgan Harlan Sur: "You know the noise level out of Asia on your lead customers' follow-on 3nm XPU program continues at this deafening pace right With your Asia competitor they're essentially claiming victory on 3nm. So what's the update with Marvell's 3nm XPU follow-on program with your lead customer I think last earnings call Matt you talked about securing 3-nanometer wafer capacity packaging capacity production in calendar '26. Is this program still tracking""  
[X Link](https://x.com/rwang07/status/1961249528671342955)  2025-08-29T02:08Z 23.4K followers, 28.3K engagements


"Morgan Stanley now believes that it is not longer debate about Alchip winning the Trainium X while $MRVL focuses on XPU-attach socket. MS also called it "puzzling" regarding the decreasing revenue of $ MRVL. According to its estimate it implies the T2 shipment is about X million at an ASP $1500 which implies $1.5B revenue"  
[X Link](https://x.com/rwang07/status/1963146336905380044)  2025-09-03T07:45Z 23.4K followers, 18.3K engagements


"Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as customers accelerate their product launch timelines TSMC can no longer expand advanced packaging capacity in the same step-by-step way as before. Sometimes the schedule must be compressed to just one year or even within three quarters to ramp capacity to peak levels. In other words equipment must be installed before the"  
[X Link](https://x.com/rwang07/status/1965580528264118707)  2025-09-10T00:58Z 23.4K followers, 9865 engagements


"GF Securities on Memory. 1) $NVDA has negotiated a XX% price cut for HBM3e-12Hi with the new pricing to take effect starting 4Q25. 2) Our checks indicate $NVDA is pushing for a higher data transfer rate on HBM4 from 8Gbps to 9Gbps. Since Microns HBM4 design continues to use a DRAM base die rather than a logic base die meeting this specification is more challenging. We have already witnessed Micron delaying some of its HBM investment as a result. 3) With Samsungs 1c process now achieving yields-rate above XX% we see increasing likelihood of Samsung securing HBM4 qualification potentially as"  
[X Link](https://x.com/rwang07/status/1965740100358492622)  2025-09-10T11:32Z 23.4K followers, 82.7K engagements


"GF Securities: "Regarding $META (ASIC) although market views are divided we now expect $MRVL to be more likely to win the ARKE project due to its I/O capabilities and the pressing need to broaden its customer portfolio.""  
[X Link](https://x.com/rwang07/status/1971391682680914351)  2025-09-26T01:49Z 23.4K followers, 29.6K engagements


"1. Trainium X shipments in 2026 are tracking ahead of market expectations (around XX million units) especially after the launch of Sonnet XXX which has raised inference demand forecasts. Contrary to market rumors there has been no delay. Specifically Trn3-1 taped out in Q125 and will enter mass production in Q126 while Trn3-2 taped out in Q325 and will enter mass production in Q226. X. Management has just returned from the U.S. after discussions with customers on capacity planning. Reportedly Annapurna has recently asked Alchip to secure additional capacity and all Trn-2 turnkey projects will"  
[X Link](https://x.com/rwang07/status/1973713117059178553)  2025-10-02T11:34Z 23.4K followers, 15.8K engagements


"Alchip reported September consolidated revenue of NT$1.674 billion the lowest level since March 2023 -XXXX% MoM and -XXXX% YoY"  
[X Link](https://x.com/rwang07/status/1978044901779493201)  2025-10-14T10:27Z 23.4K followers, 3515 engagements


"$AVGO leading the push for SUE as an open infrastructure standard with support from partners such as $AMD $ANET $CSCO and $CRDO while UALink-related companies like $ALAB may face increased competitive pressure. Note from GF Securities's observation in OCP"  
[X Link](https://x.com/rwang07/status/1980239693376880971)  2025-10-20T11:48Z 23.4K followers, 21.8K engagements


""In a recent closed-door meeting the company reiterated the $AMZN Trainium X schedule confirming no delay: Trn3-1 is set for tape-out in Q1 2025 and mass production in Q1 2026; Trn3-2 is planned for tape-out in Q3 2025 and mass production in Q2 2026. For AWS Trn3 2026 Alchip has a confirmed order volume of at least X million units at $3000 per chip implying at least $X billion in revenue contribution for 2026. The company reaffirmed that Trn3s 2026 shipment volume will exceed market expectations. $TSM has agreed to provide capacity support for at least XXX million units and Alchip may"  
[X Link](https://x.com/rwang07/status/1980587309608165701)  2025-10-21T10:49Z 23.4K followers, 16.3K engagements


"1) There wasn't much discussion here bout $CDNS's call yesterday. But I think the call itself is very interesting and worth a post. $SNPS. To start $ SNPS's last earnings call faces challenges in its IP business particularly associated with two reasons: #1 Its major foundry customer #2 China and EDA export control and #3 IP business "reform.""  
[X Link](https://x.com/rwang07/status/1983148936907932117)  2025-10-28T12:28Z 23.4K followers, 15.7K engagements


"2) Nanya Technology reported consolidated revenue of NT$7.9 billion for October marking a MoM increase of XXXX% and a YoY surge of 262.37%. (even higher than last month's YoY 157%) Cumulative revenue for the first ten months of the year reached NT$44.401 billion up XXXX% YoY the highest level since September 2021 or in four years"  
[X Link](https://x.com/rwang07/status/1985957821544906859)  2025-11-05T06:30Z 23.4K followers, 1410 engagements


"1) We cover a lot of "winners" in this memory supercycle. Here is an example of a "loser." Industrial PC leader Advantech reportedly expects the surging price of DDR4 and SSDs will cause its GM to fall slightly below guidance in Q3 with the impact likely to intensify in Q4"  
[X Link](https://x.com/rwang07/status/1986057648685637801)  2025-11-05T13:06Z 23.4K followers, 13.7K engagements


"1) During the Q2 earnings call in August Hon Hai guided for a XXX% QoQ growth in AI rack shipments for Q3 (which was quite a impressive number to many back then). $NVDA Today the company confirmed it has achieved that target. Hon Hai (Foxconn): "The AI industry continues to grow rapidly driven by strong demand for AI computing power and the mass production of next-generation AI racks. This momentum propelled our overall AI rack shipments in the third quarter to achieve a XXX% QoQ increase.""  
[X Link](https://x.com/rwang07/status/1988588043100631172)  2025-11-12T12:41Z 23.4K followers, 72.4K engagements


"Hon Hai (Foxconn): ".next years total market shipments of AI racks are expected to double to 50k60k units which should still be considered a conservative assumption. Some even project that shipments could reach 100000 units reflecting customers aggressive build-out of AI infrastructure. Over the past year we have significantly expanded our AI server-related investments across our U.S. facilities in Texas Wisconsin California and Ohio to meet the urgent needs of key clients. We have already started collaborating with customers on new AI server platforms set to launch next year allocating"  
[X Link](https://x.com/rwang07/status/1988594215807508594)  2025-11-12T13:06Z 23.4K followers, 29.6K engagements


"SK Hynix and ML call. lol. perfect timing 😂 Noise or signal. That's the question"  
[X Link](https://x.com/rwang07/status/1993501715958816828)  2025-11-26T02:07Z 23.4K followers, 15.6K engagements


"$WDC: "We have firm purchase orders from five of our largest customers for all of calendar year 2026. One of those five customers has given us purchase orders for all of calendar year 2027." ".90% of our business today is within the data center concentrated on a few set of very large customers." "Although now when the business is more secular and we see a long-term secular tailwind that has changed a lot. And so currently I describe the pricing environment as being stable which means kind of flattish to slightly up low single digits on a year-over-year basis on a dollar per terabyte" "Yeah"  
[X Link](https://x.com/rwang07/status/1995993334553387267)  2025-12-02T23:07Z 23.4K followers, 17.3K engagements


"First snow in Seoul"  
[X Link](https://x.com/rwang07/status/1996545183366996152)  2025-12-04T11:40Z 23.4K followers, 5590 engagements


"$MRVL $AMZN and Alchip More conviction from MS on Alchip locking in Trainium X and Trainium X project from AWS. And from MS reports I have been reading over the past a month or two the confidence on this has been increasing. Morgan Stanley: Our foundry supply chain checks indicate the ASIC TAM of Alchip's main customer $AMZN AWS is still expanding while Alchip has secured 3nm and 2nm projects. For 3nm we now expect the 2nd tape-out in July and it will bring in not just additional NRE revenue in 3Q25 but also improve Trainium3 ASIC performance in 2026. In the 2nm Trainium4 ASIC we expect"  
[X Link](https://x.com/rwang07/status/1955238633071636795)  2025-08-12T12:03Z 23.4K followers, 15.4K engagements


"1) Alchip expressed more optimism toward 2nm project (assumed it's Trainium X here) and 3nm project's mass production (assumed it's Trainium 3) is set to start in late Q1 XX. $MRVL. MS views are increasingly positive and compelled"  
[X Link](https://x.com/rwang07/status/1955950345101684872)  2025-08-14T11:11Z 23.4K followers, 26.3K engagements


"Nomura: "Note that we continue to hold the view that Alchip will be the project owner with $AMZN TRN3 chip tapingout in Feb 2025 (for system verification purpose) and July 2025 (for mass production) respectively in TSMC. However according to our industry survey we also noticed that $MRVL is working on another back-end design of the same Trainium X front-endchip using non-TSMC OSAT partners.""  
[X Link](https://x.com/rwang07/status/1956684945318936674)  2025-08-16T11:50Z 23.4K followers, 10.3K engagements


"And this: Ibiden will significantly expand its IC packaging substrate production. The company plans to increase substrate output by XXX% by 2027 compared with 2024 levels with a new production line at its Ono plant in Gifu Prefecture scheduled to begin operation as early as next month"  
[X Link](https://x.com/rwang07/status/1970079928130453656)  2025-09-22T10:57Z 23.4K followers, 8959 engagements


"CLST: Increasing data traffic due to AI server deployments is driving 800G switch upgrades for AI datacentres. $AMZN $Accton (2345 TW). We expect AWS 800G switch demand to accelerate from 4Q25 to meet the surge in data traffic from GPU and in-house ASICs and also thanks to smoother supply of 800G switch chips and components. Accton will be the major supplier of AWS 800G switches as demand continues to strengthen. Increasing engagement with a new key customer on new 800G switch opportunities could become a third leg for business growth. Also we expect Accton to begin to ramp up 800G switches"  
[X Link](https://x.com/rwang07/status/1971930558067335274)  2025-09-27T13:30Z 23.4K followers, 8725 engagements


"1) Foxconn (Hon Hai) and Shin Zu Shing (SZS) have formed a joint venture to take orders and manufacture the $APPL foldable iPhone hinge. Foxconn holds a slightly higher stake and steers future direction. The JV has secured a larger order share (65%) than Amphenol (35%). 2) Luxshare-ICT could join as a new hinge supplier as early as sometime after 2027"  
[X Link](https://x.com/rwang07/status/1977522082792485344)  2025-10-12T23:49Z 23.4K followers, 8454 engagements


"3) WFE companies are rather familiar (including Deposition (CVD/PVD) Lithography Etch Implantation CMP/Polishing). Companies includes: TEL $AMAT $LRCX $ASML Canon Sumitomo ULVAC"  
[X Link](https://x.com/rwang07/status/1978814861887877482)  2025-10-16T13:26Z 23.4K followers, XXX engagements


"Update on Nov X (TPE time). Share of GUC up almost XX% to hit daily limit-up and has surged almost XX% past month. Another IP house Alchip design partner of $AMZN's Trainuim is also up almost XX% today"  
[X Link](https://x.com/rwang07/status/1986252571951198490)  2025-11-06T02:01Z 23.4K followers, 7684 engagements


"Taiwanese AI server OEMs Wistron Wiwynn and Quanta reported a strong October revenue driven by strong AI demand. Attached graph is Wistron's monthly revenue. - Quantas consolidated revenue for October was NT$173.196 billion down XXX% MoM but up XXXX% YoY. Cumulative consolidated revenue for the first ten months of 2025 totaled NT$1.66 trillion up XXXX% YoY a record high for the same period. - Wistrons consolidated revenue for October was NT$185.062 billion down XXX% MoM but up XXXX% YoY. For its three major product lines notebook shipments in October reached XXX million units XXX% lower than"  
[X Link](https://x.com/rwang07/status/1986939413415535100)  2025-11-07T23:30Z 23.4K followers, 6413 engagements


"A very important question by a JPM analyst in Wistron's Q3 call yesterday which has been circulated in the supply chain since October. "NVIDIA appears to be planning a major shift in its business modelmoving away from selling the board (Bianca Port UPB) and instead directly supplying Level-10 systems. - My first question is: Because we are currently also delivering Level-10 systems to our major U.S. customer if NVIDIA begins supplying Level-10 systems directly how should we adjust our business model with this U.S. customer - My second question is: Looking at it from the opposite angle NVIDIA"  
[X Link](https://x.com/rwang07/status/1988755821908619697)  2025-11-12T23:48Z 23.4K followers, 187.7K engagements


"OEMs have been sending a very clear signal about AI rack supply and demandnot just for 2025 but also for 2026 and even 2027. One thing to keep in mind is Quanta Wistron and Wiwynn all indicate that order visibility now extends into 2027 based on management's comment. Several sovereign projects have not yet contributed meaningfully to the these companies' revenue"  
[X Link](https://x.com/rwang07/status/1988758806210421043)  2025-11-13T00:00Z 23.4K followers, 9072 engagements


"Wistron: "Gross margin improved significantly in Q3 growing QoQ driven mainly by a more favorable product mix and stable currency rates." FX is likely to be stable for Q4 and likely Q1 and with an even more favorable product mix in Q4 and Q1 next year a positive GM result is reasonably expected"  
[X Link](https://x.com/rwang07/status/1988761880815710492)  2025-11-13T00:12Z 23.4K followers, 4057 engagements


"Status of SK Hynixs 2025 Corporate Value-Up Plan Implementation X. Progress Toward Goals - Implementing a balanced CapEx discipline Cumulative CapEx in 3Q25: KRW XXXXX trillion*; Revenue: KRW XXXXX trillion. *Based on tangible asset acquisition - Establishing unique technological leadership In September 2025 built the worlds first HBM4 development and mass production system - Strengthening financial soundness: Improved financial structure including reduced debt ratio. Achieved KRW X trillion in net cash by the end of 3Q25"  
[X Link](https://x.com/rwang07/status/1994188648158576761)  2025-11-27T23:36Z 23.4K followers, 12K engagements


"In its latest Value Up Corporate Report released today SK Hynix indicated plans to adopt hybrid bonding technology for HBM products exceeding XX layers by 2029"  
[X Link](https://x.com/rwang07/status/1994235791631917370)  2025-11-28T02:43Z 23.4K followers, 15.3K engagements


"1) $TER: "We've been working on this sort of qualification project for a little bit less than the last X months. And we are late in that third phase now. And to your point nothing terrible has happened so far. .The first is as soon as we're qualified on a part we would be able to capture incremental capacity against that specific device.""  
[X Link](https://x.com/rwang07/status/1996182725510767005)  2025-12-03T11:40Z 23.4K followers, 23.3K engagements


"Nanya Technologys November revenue reached NT$10.16 billion (+28.59% MoM and +364.89% YoY) surpassing NT$10 billion for the first time a new monthly record. Share up XXX% YTD"  
[X Link](https://x.com/rwang07/status/1996197096324772261)  2025-12-03T12:37Z 23.4K followers, 13.4K engagements


"Unimicron warned that sluggish expansion by JP fiberglass suppliers along with unqualified substitutes from (TW/CN) has delayed ABF substrate deliveries for CoWoS. Without new capacity by the 2H26 the company expects the fiberglass shortage to become a major bottleneck"  
[X Link](https://x.com/rwang07/status/1951253561678971093)  2025-08-01T12:07Z 23.4K followers, 3556 engagements


"Key companies in the Taiwanese supply chain set to benefit from the migration from HBM3E to HBM4 (these are well known to me but good to share here because they could be niche names for some) OSTA: ASE Technology Holding SPIL (Siliconware Precision Industries) and Powertech Technology ABF: Unimicron Nanya PCB and Kinsus"  
[X Link](https://x.com/rwang07/status/1971376663641387300)  2025-09-26T00:49Z 23.4K followers, 4195 engagements


"Some incremental development in the $NVDA GPU and $GOOGL TPU noted by GF Securities. VR XXX Switch tray upgrade should be well-known already. 1) PCB content in VR200 to increase to $1050/GPU vs $400/GPU for GB200 2) Shengyi Tech has gained market share from EMC and is now the largest supplier for $NVDA GB300 switch tray. Shengyi also enters $GOOGL CPU supply chain. 3) EMC is now the only supplier qualified for M9 for VR200 and gaining share from Panasonic for $GOOGL TPU v7"  
[X Link](https://x.com/rwang07/status/1977691303442862186)  2025-10-13T11:02Z 23.4K followers, 136.2K engagements


"1) Memory and Nanya Technology 25Q3 Earnings Call (251013). - Q3 revenue reached NT$18779M up +78.4% QoQ and +130.9% YoY. - Gross margin improved to XXXX% from -XXXX% in Q2 - ASP increased 40+% (next slide)"  
[X Link](https://x.com/rwang07/status/1977702909023236133)  2025-10-13T11:48Z 23.4K followers, 12.7K engagements


"1) Delta Electronics and $VRT at OCP today with 800V VDC announcements (I am not there in OCP yet just their announcement in my inbox lol)"  
[X Link](https://x.com/rwang07/status/1977894062628782284)  2025-10-14T00:27Z 23.4K followers, 3625 engagements


"2) $TSM's foundry ecosystem partner and supply chain can be very complex. But here is a list of companies you should follow. Companies working on cleanrooms gas/chemicals and automation have been benefited in the first place (have already) That includes companies like UIS (cleanroom and MEP) L&K Engineering (EPC and cleanroom) Panion & BF Biotech Inc (gas and chemical supply system) Marketech International (fab integration and EPC) King Design Industrial (automation). There are more companies doing this. But that's it for today"  
[X Link](https://x.com/rwang07/status/1978814858973122565)  2025-10-16T13:26Z 23.4K followers, XXX engagements


"PSMC: "HBM squeeze effect is driving continued price increases for specialty DRAM while SLC NAND is rebounding from the bottom as major manufacturers cut production and NOR flash is rising on AIoT demand. Overall memory customers willingness to increase wafer input is improving and both wafer starts and prices are expected to rise this quarter. The benefits of the price hikes should begin to materialize gradually from November and momentum is likely to continue into the first half of next year. Overall capacity utilization is expected to remain flat from Q3 with memory running at full"  
[X Link](https://x.com/rwang07/status/1980592662563483951)  2025-10-21T11:11Z 23.4K followers, 91K engagements


"Taiwanese leading OSAT ASE Technology and Analog Devices (ADI) announced a strategic collaboration in Malaysia. ASE plans to acquire ADIs Penang manufacturing facility. In addition the two companies will deepen cooperation through joint investment and a long-term supply agreement. ASE will acquire XXX% equity of Analog Devices Sdn. Bhd. including its manufacturing facilities located in Penang. In addition ADI and ASE plan to sign a long-term supply agreement under which ASE will provide manufacturing services for ADI. ADI also plans to make a joint investment with ASE to enhance the technical"  
[X Link](https://x.com/rwang07/status/1980952163019890954)  2025-10-22T10:59Z 23.4K followers, 2054 engagements


"1) Been following $TER for quite while. Share up 40+% since August 1st. The note (#2) below from GF Securities caught my attention today (coverage initiated). Of course one key development investors are paying attention to is $TER's potential entry in $NVDA Rubin supply chain (for chip testing). So far at least from public information there is no straight forward evidence that $TER entered the supply chain but rumors have been circulated for MONTHS. But potential upside could be more than (see #2) just $NVDA (admittedly $NVDA still the biggest driver). Earnings call on Wednesday hopefully"  
[X Link](https://x.com/rwang07/status/1983007486694052243)  2025-10-28T03:06Z 23.4K followers, 36.6K engagements


"2) Nanya Technology reported consolidated revenue of NT$7.9 billion for October marking a MoM increase of XXXX% and a YoY surge of 262.37%. (even higher than last month's YoY 157%) Cumulative revenue for the first ten months of the year reached NT$44.401 billion up XXXX% YoY the highest level since September 2021 or in four years"  
[X Link](https://x.com/rwang07/status/1985955392556581070)  2025-11-05T06:20Z 23.4K followers, 1234 engagements


"1) Nanya Technology is one of the top beneficiaries of the ongoing memory supercycle and deserves more attention. The stock has surged over XXX% YTD and more than XXX% in the past six months. Its recently reported October revenue surged XXX% YoY"  
[X Link](https://x.com/rwang07/status/1985957818122580032)  2025-11-05T06:30Z 23.4K followers, 91.6K engagements


"5) However Nanya Technology arguably deserves more attention from investors outside of Asia as it stands out as one of the top beneficiaries (its share price says it all) of the current memory supercycle given its strong position in legacy DDR products such as DDR4. While competitors have shifted much of their production capacity toward higher-value products like DDR5 and HBM this transition has created a significant shortage of DDR4. As the industrys migration to DDR5 progresses more slowly than anticipated supply has struggled to keep pace with persisting demand for DDR4 further tightening"  
[X Link](https://x.com/rwang07/status/1985957829820215636)  2025-11-05T06:30Z 23.4K followers, 2686 engagements


"Hon Hai's (Foxconn) October 2025 results marked another record high with NT$895.7 billion in revenue (+7.0% MoM +11.3% YoY) driven by broad-based strength across computing cloud/networking and components. $NVDA Computing Products benefited from new product launches and pre-holiday pull-in demand; Cloud and Networking gained from AI-related momentum; and Components and Other Products also rose sharply. Smart Consumer Electronics remained flat MoM and slightly down YoY. Overall AI server demand and seasonal pull-ins drove strong top-line growth. This is expected to help Foxconn deliver a robust"  
[X Link](https://x.com/rwang07/status/1986233361560707157)  2025-11-06T00:45Z 23.4K followers, 3261 engagements


"Hon Hai (Foxconn): "We will have announcements related to OpenAI next week.""  
[X Link](https://x.com/rwang07/status/1988531211908592037)  2025-11-12T08:56Z 23.4K followers, 38.6K engagements


"Key highlights from Wistron's Q3 call: "AI server demand remains very strong with DOUBLE-DIGIT growth expected in Q4 2025 and throughout 2026. $NVDA "Networking product shipments are projected to increase 10x next year (tho still a rather small part of its overall portfolio) and 2026 is expected to be a major inflection point for the networking business.""  
[X Link](https://x.com/rwang07/status/1988758073931100214)  2025-11-12T23:57Z 23.4K followers, 20.9K engagements


"Enjoyed discussing DRAM and modeling with smart people at X am"  
[X Link](https://x.com/rwang07/status/1998194026240237885)  2025-12-09T00:52Z 23.4K followers, 11.8K engagements