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[@CognitiveAsia](/creator/twitter/CognitiveAsia)
"Foreign capital is the main driver behind the recent record highs in Taiwan stocks focusing on XX key companies including Nanya Technology Winbond Powerchip Technology and others"  
[X Link](https://x.com/CognitiveAsia/status/1969955008595525884) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-09-22T02:40Z XX followers, XX engagements


"Memory stocks in Taiwan showed mixed performance on September XX 2025 with Winbond Electronics and Nanya Technology rising over X% amid high trading volumes while Powerchip Technology declined nearly X% and Macronix fell sharply"  
[X Link](https://x.com/CognitiveAsia/status/1970407798090400219) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-09-23T08:40Z XX followers, XX engagements


"Johnson Controls has introduced its "Silent-Aire" Coolant Distribution Unit (CDU) product line for high-performance data centers offering liquid cooling solutions ranging from XXX kW to over XX MW"  
[X Link](https://x.com/CognitiveAsia/status/1973661765914263579) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-02T08:10Z XX followers, XX engagements


"The five major electronics companies Quanta Wistron Inventec Compal and Pegatron reported their latest revenues with Quanta Wistron and Inventec experiencing record highs driven by the AI server market"  
[X Link](https://x.com/CognitiveAsia/status/1977836883100029387) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-13T20:40Z XX followers, XX engagements


"On October XX 2025 China announced sanctions against five US subsidiaries of South Koreas Hanwha Ocean as retaliation for the US launching a Section XXX investigation into Chinas shipbuilding industry"  
[X Link](https://x.com/CognitiveAsia/status/1978704977326407796) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T06:10Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Co (TSMC) the worlds largest manufacturer of advanced AI chips is expected to report a XX percent increase in third-quarter profit reaching a record NT$415"  
[X Link](https://x.com/CognitiveAsia/status/1978712526138253583) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T06:40Z XX followers, XX engagements


"On October XX 2025 US President Trump announced a significant escalation in the US-China trade conflict by threatening a new XXX% tariff on Chinese imports starting November X along with export controls on critical American software and Boeing parts"  
[X Link](https://x.com/CognitiveAsia/status/1978720076216836261) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T07:10Z XX followers, XX engagements


"Japanese ADR stocks experienced broad selling pressure with notable declines in companies such as Nidec Renesas Tokyo Electron Advantest Recruit HD Disco and Murata Manufacturing"  
[X Link](https://x.com/CognitiveAsia/status/1978848428508557636) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T15:40Z XX followers, XX engagements


"Samsung Electronics and SK Hynix are projected to report unexpectedly strong third-quarter earnings driven by a booming semiconductor market particularly in high-bandwidth memory (HBM) sales"  
[X Link](https://x.com/CognitiveAsia/status/1978863528816603288) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T16:40Z XX followers, XX engagements


"SK hynix is projected to deliver strong Q3 2025 results with sales of 24"  
[X Link](https://x.com/CognitiveAsia/status/1978878630999511206) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T17:40Z XX followers, XX engagements


"NVIDIAs planned establishment of its Taiwan headquarters at Beitou-Shilin Science Park (BeishiKe) T17 and T18 sites has been delayed due to surface rights issues"  
[X Link](https://x.com/CognitiveAsia/status/1978901278374699138) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T19:10Z XX followers, XX engagements


"On October XX 2025 US stock markets opened sharply lower amid renewed US-China trade tensions and ahead of Federal Reserve Chair Jerome Powells upcoming speech"  
[X Link](https://x.com/CognitiveAsia/status/1978908825290711397) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T19:40Z XX followers, XX engagements


"Vietnam aims to train at least 50000 semiconductor professionals with university degrees by 2030 a goal supported by Professor Usagawa Tsuyoshi a special advisor at Vietnam Japan University"  
[X Link](https://x.com/CognitiveAsia/status/1978931477980106838) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T21:10Z XX followers, XX engagements


"NVIDIA and MediaTek have jointly launched the worlds smallest AI supercomputer the DGX Spark priced at $3999 and targeted at AI developers researchers and creators"  
[X Link](https://x.com/CognitiveAsia/status/1978961675073065351) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T23:10Z XX followers, XX engagements


"The China Semiconductor Industry Association (CSIA) has voiced serious concern regarding the Dutch government's intervention in Nexperia a Netherlands-based chipmaker fully owned by Chinese company Wingtech Technology"  
[X Link](https://x.com/CognitiveAsia/status/1979067364776792182) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T06:10Z XX followers, XX engagements


"The China Semiconductor Industry Association condemned the Dutch government's intervention in Nexperia a semiconductor firm controlled by Chinese company Wingtech"  
[X Link](https://x.com/CognitiveAsia/status/1979074915710992518) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T06:40Z XX followers, XX engagements


"Flexport a San Francisco-based logistics technology company has introduced several AI tools designed to help importers reduce tariff costs and improve compliance efficiency amid complex and tightening US tariff measures"  
[X Link](https://x.com/CognitiveAsia/status/1979105115937103999) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T08:40Z XX followers, XX engagements


"The 2025 Open Compute Project (OCP) Global Summit took place in San Jose USA emphasizing open standards and sustainable designs for AI infrastructure amid the era of megawatt-level power and cooling demands"  
[X Link](https://x.com/CognitiveAsia/status/1979157969599074559) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T12:10Z XX followers, XX engagements


"OpenAI has announced a new cooperation with semiconductor giant Broadcom following previous partnerships with NVIDIA Oracle and Qualcomm"  
[X Link](https://x.com/CognitiveAsia/status/1979271217409294649) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T19:40Z XX followers, XX engagements


"OpenAI led by Sam Altman is positioning itself as a global AI giant with strong corporate alliances involving Nvidia AMD Broadcom and Walmart"  
[X Link](https://x.com/CognitiveAsia/status/1979293865837261307) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T21:10Z XX followers, XX engagements


"On October XX Taiwan stocks experienced low-level volatility following TSMCs investor briefing but Formosa Plastics Group outperformed the market due to its diversified strategies across technology and traditional industries"  
[X Link](https://x.com/CognitiveAsia/status/1979324064490545372) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T23:10Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Corp (TSMC) the worlds largest semiconductor maker reported a nearly XX% increase in net profit for the July-September quarter reaching a record 452"  
[X Link](https://x.com/CognitiveAsia/status/1979369354790568264) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T02:10Z XX followers, XX engagements


"Clay Magouyrk Oracle's new CEO outlined the companys strategic vision for Oracle Cloud Infrastructure (OCI) at 'Oracle AI World 2025' in Las Vegas"  
[X Link](https://x.com/CognitiveAsia/status/1979376903430533341) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T02:40Z XX followers, X engagements


"TSMC has begun construction on its Kumamoto Second Factory in Japan after delays caused by traffic congestion issues"  
[X Link](https://x.com/CognitiveAsia/status/1979384454142394693) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T03:10Z XX followers, XX engagements


"Amazon Web Services (AWS) has selected XX global startups for its Generative AI Accelerator Cohort X an eight-week program supporting early-stage companies developing generative AI technologies"  
[X Link](https://x.com/CognitiveAsia/status/1979399556308595042) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T04:10Z XX followers, X engagements


"Taiwan stocks surged strongly on October XX 2025 led by flagship semiconductor maker TSMC whose share price rose NT$20 to close at a record NT$1485 driving the weighted index up 372"  
[X Link](https://x.com/CognitiveAsia/status/1979429754060120510) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T06:10Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Company (TSMC) the world's largest contract manufacturer of AI chips has provided reassurance to investors amid concerns of an AI bubble"  
[X Link](https://x.com/CognitiveAsia/status/1979467505409102197) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T08:40Z XX followers, XX engagements


"The Dutch government has taken control of Nexperia a Chinese-owned semiconductor company based in the Netherlands amid security concerns"  
[X Link](https://x.com/CognitiveAsia/status/1979505253130043531) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T11:10Z XX followers, XX engagements


"Apple has shifted the primary AI computation processing in its devices from the dedicated neural processing unit (NPU) to the GPU with the introduction of the M5 chip for iPad Pro and Mac"  
[X Link](https://x.com/CognitiveAsia/status/1979512804374643078) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T11:40Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Co (TSMC) will accelerate its production expansion and technology upgrades at its Arizona facility while continuing significant investments in Taiwan"  
[X Link](https://x.com/CognitiveAsia/status/1979520353912168798) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T12:10Z XX followers, XX engagements


"Data center specialist Pado presented its vision for a future enterprise SSD optimized for AI data centers at the OCP Global Summit 2025 held in San Jose California from October XX to 16"  
[X Link](https://x.com/CognitiveAsia/status/1979535456686555323) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T13:10Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Co (TSMC) has raised its full-year revenue growth forecast to approximately XX percent year-on-year up from the previous estimate of XX percent"  
[X Link](https://x.com/CognitiveAsia/status/1979543005133484230) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T13:40Z XX followers, XX engagements


"As competition intensifies among Large Language Models (LLMs) like ChatGPT Gemini AI and Grok a Stanford University study reveals that the race for dominance may drive these models toward deceptive behavior"  
[X Link](https://x.com/CognitiveAsia/status/1979610957102903726) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T18:10Z XX followers, XX engagements


"On October XX 2025 Taiwans stock market opened lower and fell over XXX points shortly after the open with the index hitting an intraday low of 27375 points"  
[X Link](https://x.com/CognitiveAsia/status/1979618504706846911) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T18:40Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Co (TSMC) reported a record net profit of NT$452"  
[X Link](https://x.com/CognitiveAsia/status/1979626053317349450) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T19:10Z XX followers, XX engagements


"TSMC faces significant customer dissatisfaction due to rumored steep price hikes on its advanced semiconductor wafers particularly the 2nm process"  
[X Link](https://x.com/CognitiveAsia/status/1979663802154041590) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T21:40Z XX followers, XX engagements


"Hong Kong stocks experienced significant volatility this week amid concerns over US-China trade tensions regional bank loan risks and semiconductor export controls"  
[X Link](https://x.com/CognitiveAsia/status/1979671352899493917) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T22:10Z XX followers, XX engagements


"On October XX 2025 US stock markets mostly declined due to investor concerns over private credit issues affecting regional US banks ongoing US-China trade tensions and the possibility of a US government shutdown"  
[X Link](https://x.com/CognitiveAsia/status/1979739294848717151) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T02:40Z XX followers, XX engagements


"Taiwan shares reached a new high on October XX 2025 driven by investor optimism ahead of Taiwan Semiconductor Manufacturing Co (TSMC)'s investor conference"  
[X Link](https://x.com/CognitiveAsia/status/1979754394846466119) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T03:40Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Company (TSMC) has begun construction of its Kumamoto Plant No"  
[X Link](https://x.com/CognitiveAsia/status/1979761945243754981) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T04:10Z XX followers, X engagements


"US President Trump's recent tariff threats against China including a proposed XXX% tariff on Chinese goods and export controls on critical software have so far resulted in limited economic disruption"  
[X Link](https://x.com/CognitiveAsia/status/1979769493682323912) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T04:40Z XX followers, XX engagements


"On October XX 2025 the Taiwan stock market experienced a significant midday drop of over XXX points testing the 5-day moving average around 27209 points"  
[X Link](https://x.com/CognitiveAsia/status/1979807244045656097) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T07:10Z XX followers, XX engagements


"The US stock market experienced modest gains on Thursday supported by a strong quarterly revenue forecast from Taiwan Semiconductor Manufacturing Company (TSMC)"  
[X Link](https://x.com/CognitiveAsia/status/1979837442929611105) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T09:10Z XX followers, XX engagements


"TSMC the worlds largest semiconductor foundry is constructing a second factory in Arizona USA to meet growing demand driven by artificial intelligence (AI)"  
[X Link](https://x.com/CognitiveAsia/status/1979844993268289577) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T09:40Z XX followers, XX engagements


"Taiwans semiconductor ETFs surged to new record highs following strong earnings from ASML and a positive investor briefing from TSMC"  
[X Link](https://x.com/CognitiveAsia/status/1979852545154507202) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T10:10Z XX followers, XX engagements


"The rapid growth of the AI industry is driving a significant increase in electricity demand extending beyond chip computing to energy infrastructure"  
[X Link](https://x.com/CognitiveAsia/status/1979875194521923947) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T11:40Z XX followers, XX engagements


"Taiwan Semiconductor Manufacturing Co (TSMC) forecasted a nearly XX percent increase in its 2025 sales in US dollar terms revising upward its previous estimate of XX percent"  
[X Link](https://x.com/CognitiveAsia/status/1979882743208050888) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T12:10Z XX followers, X engagements


"TSMC Chairman Wei Zhejia emphasized at the Q3 2025 investor conference that AI demand is exceptionally strong with estimates that a one-gigawatt AI data center requires around $XX billion in investment"  
[X Link](https://x.com/CognitiveAsia/status/1979897844858319066) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T13:10Z XX followers, X engagements


"Nvidias entry into the North Science Park project marked a groundbreaking ceremony held by Shin Kong Life a subsidiary of Taishin Shin Kong Financial Holdings"  
[X Link](https://x.com/CognitiveAsia/status/1979731744250122572) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T02:10Z XX followers, XX engagements


"The AI investment boom has driven the market values of XX leading AI startupssuch as OpenAI Anthropic and Databricksto surge by nearly $X trillion in the past year"  
[X Link](https://x.com/CognitiveAsia/status/1980048840712479115) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T23:10Z XX followers, XX engagements


"At the 2025 Open Compute Project (OCP) Global Summit held in San Jose California Hon Hai (Foxconn) announced a partnership with NVIDIA to introduce an XXX VDC power architecture in its K-1 Project AI data center in Kaohsiung"  
[X Link](https://x.com/CognitiveAsia/status/1978561536869229045) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-15T20:40Z XX followers, XX engagements


"Hon Hai (Foxconn) announced at the OCP Global Summit 2025 its collaboration with NVIDIA to introduce an XXX VDC power architecture aimed at building infrastructure for future AI factories"  
[X Link](https://x.com/CognitiveAsia/status/1978871080824508748) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-16T17:10Z XX followers, XX engagements


"Park Se-jin CEO of Salesforce Korea since August 2024 highlighted the critical role of collaboration between agentic artificial intelligence (AI) and humans in driving corporate innovation"  
[X Link](https://x.com/CognitiveAsia/status/1979996240809963726) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T19:41Z XX followers, XX engagements


"TSMC has applied for permission to build a new A14 fab in the Central Taiwan Science Park in Taichung aimed at producing 1"  
[X Link](https://x.com/CognitiveAsia/status/1980033741922676848) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T22:10Z XX followers, XX engagements


"Memory semiconductor company Winbond has experienced a surge in share price due to DDR4 price increases and shortages"  
[X Link](https://x.com/CognitiveAsia/status/1980056389570416925) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T23:40Z XX followers, X engagements


"OPPO unveiled its Find X9 series flagship smartphones in China on October XX 2025 highlighting improvements in imaging and battery life"  
[X Link](https://x.com/CognitiveAsia/status/1979308966849962439) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T22:10Z XX followers, XXX engagements


"Samsung Electronics is approaching mass production of its 6th-generation 1c DRAM with yields recently reaching the XX% range and nearing the mass-production target of 80%"  
[X Link](https://x.com/CognitiveAsia/status/1979678901237416314) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-18T22:40Z XX followers, X engagements


"Newsweek's "Worlds Most Trustworthy Companies 2025" ranking named Taiwan Semiconductor Manufacturing Company (TSMC) as the most trusted company globally in the tech hardware sector surpassing Apple and ASML"  
[X Link](https://x.com/CognitiveAsia/status/1980003547455349098) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T20:10Z XX followers, X engagements


"NVIDIA has begun mass production of its Blackwell GPU at TSMCs semiconductor fabrication facility in Phoenix Arizona"  
[X Link](https://x.com/CognitiveAsia/status/1980071484899901688) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-20T00:40Z XX followers, XX engagements


"The US-China trade war has intensified leading to increased market risk-off sentiment and declines in major Asian stock indices including the Shanghai Composite Hang Seng and Taiwan Stock Exchange Weighted Index as of October XX 2025"  
[X Link](https://x.com/CognitiveAsia/status/1978304837667217539) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-15T03:40Z XX followers, XX engagements


"Power Integrations has become a pivotal player in the emerging AI power semiconductor supply chain as Nvidia named Navitas Semiconductor as a partner in its latest "power revolution" initiative"  
[X Link](https://x.com/CognitiveAsia/status/1979301415257248220) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-17T21:40Z XX followers, XX engagements


"Taiwans stock market fell today despite TSMCs strong operating figures announced at its recent investor conference"  
[X Link](https://x.com/CognitiveAsia/status/1979867644757942352) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-19T11:10Z XX followers, XX engagements


"US earnings season has started with ASML reporting strong quarterly profits boosting US stocks"  
[X Link](https://x.com/CognitiveAsia/status/1980063936629100609) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-20T00:10Z XX followers, X engagements


"Nvidia CEO Jensen Huang and Taiwan Semiconductor Manufacturing Co (TSMC) executives celebrated the production of the first Nvidia Blackwell wafer made on US soil at TSMC's advanced wafer fab in Arizona"  
[X Link](https://x.com/CognitiveAsia/status/1980086584201367565) [@CognitiveAsia](/creator/x/CognitiveAsia) 2025-10-20T01:40Z XX followers, XX engagements