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[@DrNHJ](/creator/twitter/DrNHJ)
"Exclusive U.S.South Korea Leaders to Finalize Tariff Deal in Gyeongju Reduction from XX% to XX% Likely Within the Year KORU.S. Tariff MOU to Be Signed Excluding a Few Remaining Issues Ministerial-Level Signature to Precede Full Agreement Later Tariff Reduction Expected by Year-End South Korea to Be Granted Uranium Enrichment and Reprocessing Rights South Korea and the United States have agreed to sign a memorandum of understanding (MOU) on tariff negotiations leaving aside one or two unresolved issues for the time being. According to government sources the MOU is set to be signed by senior"  
[X Link](https://x.com/DrNHJ/status/1980196932426559926) [@DrNHJ](/creator/x/DrNHJ) 2025-10-20T08:58Z 3771 followers, XXX engagements


"OpenAI Revenue Forecast Update (Rising Revenues) OpenAI has significantly raised its revenue projections as of Q3 2025 expecting higher contributions from ChatGPT API Agents and new products (including monetizing free users). 2030 Revenue Forecast: Raised from $174B (Q1 estimate) to $200B (Q3 estimate) an increase of approximately $26B (+15%). Accelerated Growth: The compound annual growth rate (CAGR) from 2025 to 2030 is now expected to be higher than the Q1 forecast. Key Driver: The upward revision is primarily driven by OpenAIs strategy to monetize free ChatGPT users. Agents and API"  
[X Link](https://x.com/DrNHJ/status/1964667371576254904) [@DrNHJ](/creator/x/DrNHJ) 2025-09-07T12:29Z 3771 followers, XXX engagements


"Nanya Technology Posts September Revenue of NT$66.64 Billion Up More Than XXX Times Year-on-Year Memory chipmaker Nanya Technology (2408) announced that its consolidated revenue for September reached NT$66.64 billion. This represented a XXXX% decline compared with the previous month but a sharp increase of XXXXXX% compared with the same period last year. For the first nine months of 2025 cumulative revenue totaled NT$364.93 billion up XXXXX% from the same period a year earlier. Industry sources noted that rising DRAM prices and strong demand for cloud and AI servers continue to benefit Nanya"  
[X Link](https://x.com/DrNHJ/status/1974049437229178960) [@DrNHJ](/creator/x/DrNHJ) 2025-10-03T09:50Z 3771 followers, 16K engagements


"Record-High Semiconductor Exports (First XX Days of October Preliminary Data) Despite having only three business days in the first ten days of October this year (compared to five days last year) Koreas semiconductor exports surged sharply to a new record high. Total Semiconductor Exports: USD XXXX billion up XXXX% YoY Memory Semiconductor Exports: USD XXXXX billion up XXXX% YoY HBM (MCP) Exports: USD XXXXX billion up XXXXX% YoY Exports of HBM (MCP) to Taiwan reached USD XXXXX billion up XXXXX% YoY driving the overall growth momentum"  
[X Link](https://x.com/DrNHJ/status/1976923325806100524) [@DrNHJ](/creator/x/DrNHJ) 2025-10-11T08:10Z 3772 followers, XXX engagements


"Meritz Securities Semiconductor/Display Analyst: Kim Sun-woo Taiwans Nanya Technology Q3 2025 Earnings Results Revenue: TWD XXXXX billion (+78.4% QoQ +130.9% YoY) Operating profit: TWD XXXX billion (turned profitable QoQ and YoY) The company delivered a significant earnings improvement driven by a 40%+ increase in ASP and a XX% increase in shipment volume versus the previous quarter. Full-year 2025 CapEx is expected to remain roughly flat at TWD XX billion similar to last year (TWD XXXX billion executed during 1Q3Q). 2025 full-year bit shipments are guided to increase more than XX% YoY. Q4"  
[X Link](https://x.com/DrNHJ/status/1977644055988478252) [@DrNHJ](/creator/x/DrNHJ) 2025-10-13T07:54Z 3772 followers, XXX engagements


"Exclusive Pichai and Jensen Huang Confirm Attendance at APEC in Gyeongju $NVDA $GOOGL A Global Big Shot Gathering Energy biotech and virtual asset industry leaders to join Continental Resources founder and Tokyo Gas president also participating Binance CEO Zhao Changpeng coordinating attendance Google CEO Sundar Pichai has confirmed his attendance at the upcoming APEC CEO Summit in Gyeongju set for the end of this month. Jensen Huang CEO of NVIDIA has also formally notified organizers of his participation. In addition to global big tech leaders figures from energy biotech and virtual asset"  
[X Link](https://x.com/DrNHJ/status/1979077793024741597) [@DrNHJ](/creator/x/DrNHJ) 2025-10-17T06:51Z 3769 followers, XXX engagements


"Jensen Huang and 1700 Global Business Leaders to Gather in Gyeongju APEC CEO Summit to Be Held October 2831 NVIDIA founder Jensen Huang and Amazon Web Services (AWS) CEO Matt Garman will join more than 1700 global business leaders in Gyeongju North Gyeongsang Province for the upcoming APEC CEO Summit. The Korea Chamber of Commerce and Industry (KCCI) announced on October XX that around 1700 participantsincluding XX head-of-statelevel dignitaries and top executives from XX APEC member economieswill attend the summit which will run from October XX to XX. KCCI Chairman Chey Tae-won will preside"  
[X Link](https://x.com/DrNHJ/status/1979813835264631119) [@DrNHJ](/creator/x/DrNHJ) 2025-10-19T07:36Z 3771 followers, XXX engagements


"Canaccord Genuity Maintains Buy Rating on Tempus AI ( $TEM); Sets Price Target at $XXX AI-Driven Clinical Diagnostics as a Long-Term Growth DriverCanaccord maintained its positive outlook on Tempus AIs business model which focuses on genomic profiling data services and artificial intelligencebased healthcare solutions. The report stated The large-scale deployment of AI in clinical practice could drive strong long-term revenue growth for Tempus. Expansion Through M&A StrategyThe research note particularly highlighted that the Ambry acquisition could accelerate Tempuss growth. The deal is"  
[X Link](https://x.com/DrNHJ/status/1980243650769809550) [@DrNHJ](/creator/x/DrNHJ) 2025-10-20T12:04Z 3769 followers, 1038 engagements


"iPhone XX Upgrade Boom Follow-up Orders Expected; TSMC Foxconn and Largan All Set to Benefit $APPL $TSM The Financial Times (FT) reports that Apples new iPhone XX series has sparked a powerful upgrade wave with the companys iPhone revenue growth expected to reach its highest level since the COVID-19 pandemic. Analysts anticipate a strong follow-up order effect lifting shipments across the supply chainincluding TSMC (2330) Foxconn (2317) and Largan Precision (3008). Gene Munster co-founder of Deepwater Asset Management noted that iPhone XX waiting times are roughly XX percent longer than last"  
[X Link](https://x.com/DrNHJ/status/1980058147600634289) [@DrNHJ](/creator/x/DrNHJ) 2025-10-19T23:47Z 3771 followers, XXX engagements


"SK hynix Mirae Asset Securities Semiconductor Analyst: Kim Young-Gun General-Purpose Memory Market Under Pressure but Upgrade in Rating We upgrade our investment rating on SK hynix from Neutral Buy and raise our target price to 520000 (from 300000) an increase of 73%. Our 2026 operating profit estimate rises to XXXX trillion (from XXXX trillion) and our target P/B multiple increases to XXX (from 1.7) up XXXX% and XXXX% respectively. We judge that the rebound in the general-purpose memory market has come earlier and stronger than we previously expected. For FY2026 we estimate DRAM bit growth"  
[X Link](https://x.com/DrNHJ/status/1977643454357479890) [@DrNHJ](/creator/x/DrNHJ) 2025-10-13T07:51Z 3772 followers, XXX engagements


"Foxconn Seizes Early Lead in NVIDIAs Next-Gen Vera Rubin Server Platform Strong Growth Expected Through 2027 $NVDA Foxconns AI-server business continues to surge. Following shipments of NVIDIAs GB200 and GB300-based AI-server cabinets industry sources report that Foxconn has already begun developing servers for NVIDIAs next-generation Vera Rubin platform with mass production and shipments slated for the second half of 2026. This move is expected to provide powerful growth momentum for Foxconns 20262027 results. Foxconn has declined to comment on the report. According to industry insiders"  
[X Link](https://x.com/DrNHJ/status/1980054718669029474) [@DrNHJ](/creator/x/DrNHJ) 2025-10-19T23:33Z 3772 followers, XXX engagements


"AI Boom Drives Explosive Demand ADATA Warns of Major Global Memory Shortage - $MU Samsung Sk hynix Chairman Simon Chen: The Rice Jar Is Empty DRAM NAND and HDD All in Short Supply Global memory module manufacturer ADATA Technology Chairman Simon Chen () said that the worlds memory market is facing a rare full-scale supply shortage. For the first time in history the four major product categories DRAM NAND and HDD are all simultaneously in short supply he stated. The explosive demand triggered by the AI boom has completely drained the rice jars of the three major upstream memory manufacturers."  
[X Link](https://x.com/DrNHJ/status/1977883469851275275) [@DrNHJ](/creator/x/DrNHJ) 2025-10-13T23:45Z 3772 followers, XXX engagements


"Goldman Sachs: AI CapEx Isnt Overheated Its Only the Beginning. $NVDA While AI infrastructure investment has reached record nominal levels it is far from excessive when viewed against the backdrop of past technological revolutions. Currently U.S. AI investment accounts for less than X% of GDP compared to XX% during the peaks of historical innovation cycles such as railroads electrification and the IT boom. Recently concerns have arisen over whether the massive capital expenditures (CapEx) in AI are sustainable. Goldman Sachs latest report offers a clear answer Current AI investment levels are"  
[X Link](https://x.com/DrNHJ/status/1979879909255451119) [@DrNHJ](/creator/x/DrNHJ) 2025-10-19T11:58Z 3772 followers, XXX engagements


"Neocloud Revolution Reshapes the AI Supply Chain Taiwanese Companies Lead with Advanced Capabilities in Chip Design Server Integration Cooling and Power Systems 2026 AI Computing Industry Trends and Taiwans Beneficiaries Global data center capital expenditure (CapEx) is projected to approach USD XXX billion by 2026. The AI computing industry is transitioning from a GPU-dominated phase to one characterized by ASIC diversification and Neocloud expansion. Institutional investors and analysts predict that this Neocloud-driven decentralization of compute power will reshape the global AI supply"  
[X Link](https://x.com/DrNHJ/status/1980414083548738040) [@DrNHJ](/creator/x/DrNHJ) 2025-10-20T23:21Z 3771 followers, XXX engagements