[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.] [@ChipsandWafers](/creator/twitter/ChipsandWafers) "$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD" [X Link](https://x.com/ChipsandWafers/status/1950450892064412142) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-30T06:58Z 4818 followers, 3231 engagements "More on $TER and #Advantest ($6857.T): πIt's clear what is driving test intensity and the growth in overall test TAM. #AI #CoWoS $NVDA $AMD" [X Link](https://x.com/ChipsandWafers/status/1950528889035341912) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-30T12:08Z 4818 followers, 1923 engagements "Large #AI packages continue to drive Test demand. #Advantest raises FY Guidance: +10.6% on Revenue and +24% on Operating Income. "Elevated demand for AI-related applications is increasing at a pace exceeding initial expectations. Furthermore the increasing number of companies entering the AI semiconductor market is also expected to further drive demand."" [X Link](https://x.com/ChipsandWafers/status/1950110944039731449) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-29T08:27Z 4819 followers, 6071 engagements "#ASMPT ($0522.HK) positioning themselves to become #HBM ToR for either #SKHynix ($000660.KS) or #Samsung ($005930.KS)" [X Link](https://x.com/ChipsandWafers/status/1866460129312297317) [@ChipsandWafers](/creator/x/ChipsandWafers) 2024-12-10T12:29Z 4818 followers, XXX engagements "AI WAITS FOR NOBODYπ Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI" [X Link](https://x.com/ChipsandWafers/status/1931964446961774658) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-09T06:39Z 4818 followers, 9422 engagements "After two years of being shut out of the high-end AI server GPU substrate market Unimicron has broken Japans Ibiden monopoly and is now qualified to supply substrates for $NVDA Blackwell platform. However despite the higher margins and ASP's associated with AI substrates ongoing weakness from $INTC general-purpose servers and soft consumer demand in smartphones (BT) and PC's continues to offset overall revenue growth" [X Link](https://x.com/ChipsandWafers/status/1931976696783106315) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-09T07:28Z 4818 followers, 1087 engagements "Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX" [X Link](https://x.com/ChipsandWafers/status/1947903129627807962) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-23T06:14Z 4818 followers, 4578 engagements "#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise" [X Link](https://x.com/ChipsandWafers/status/1947917501850939870) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-23T07:11Z 4818 followers, 4840 engagements "#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate" [X Link](https://x.com/ChipsandWafers/status/1947966076534579279) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-23T10:24Z 4818 followers, 4915 engagements "Despite & dominating the IC package substrate market for the past few decades (Ibiden Shinko Unimicron) is now making a major push to become a leading player in next-gen glass core substrates seen as a key element for enabling massive AI chiplet packages over 120*120mm. They are developing an enitre ecosystem and domestic supply-chain from materials (JNTC) inspection (PIE) TGV drilling (Philoptics) & substrate fabrication (SEMCO Absolics). Impressive. Don't be surprised if you hear some of these names entering $NVDA or $AMD supply chains in the future while taking market share from the" [X Link](https://x.com/ChipsandWafers/status/1891775287370674665) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-02-18T09:02Z 4818 followers, 1572 engagements "Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA" [X Link](https://x.com/ChipsandWafers/status/1910398219491717222) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-04-10T18:23Z 4818 followers, 39.4K engagements "#Ibiden ($4062.T) the primary supplier of #ABF substrates for $NVDA $TSM #CoWoS packages raises current year and next year guidance. "Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations as well as the effects of increased production volume sales and each profit item exceeded the initial plan"" [X Link](https://x.com/ChipsandWafers/status/1951197137099804882) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-08-01T08:23Z 4818 followers, 4215 engagements "Taiwan AI Server ODM's August Revenues: Total Revenue: 15998 USDm - +62% YoY - -X% MoM $NVDA $TSM $AMD $AVGO $GOOG $META $MSFT $AMZN $CRWV $NBIS" [X Link](https://x.com/ChipsandWafers/status/1965701046141079828) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-09-10T08:57Z 4818 followers, 2841 engagements "@Semi_Dig One key challenge is how to package all these chiplets together. Advanced Packaging equipment suppliers like $BESI ASMPT Hanmi Semi in Korea and Shibaura in Japan" [X Link](https://x.com/ChipsandWafers/status/1870503312916980206) [@ChipsandWafers](/creator/x/ChipsandWafers) 2024-12-21T16:15Z 4812 followers, XXX engagements "The risk of overexposure. Alchip January revenue continues the downward trajectory seems perhaps that their role in @awscloud Trainium3 is smaller than communicated. $AMZN" [X Link](https://x.com/ChipsandWafers/status/1888885715619967329) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-02-10T09:40Z 4816 followers, 1233 engagements "Taiwan's Zhen Ding is quietly positioning itself to benefit from the West-China decoupling. Zhen Ding is a PCB manufacturer and a strong one at that. They are the #1 supplier of Substrate-like-PCBs (SLP) which are high-end PCBs used by $AAPL in their iphones. But under the radar Zhen Ding has been building up ABF substrate capacity and aims to become a top X supplier over the next X years 1/" [X Link](https://x.com/ChipsandWafers/status/1924427341415043567) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-05-19T11:30Z 4818 followers, 22.8K engagements "Are we starting to see signs of a mainstream demand recovery π#MGC says lead times for some BT substrate materials reached 2x the norm. π#Resonac confirms seeing similar shortages" [X Link](https://x.com/ChipsandWafers/status/1927239273712939326) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-05-27T05:43Z 4818 followers, XXX engagements "Nice figures from the Taiwan #ABF suppliers. Unimicron is the only Taiwanese supplier with $NVDA GPU substrate exposure what's going on with PC's and general purpose servers" [X Link](https://x.com/ChipsandWafers/status/1935307595868422576) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-18T12:04Z 4816 followers, 1902 engagements "After our Spaces last week (link in comments) we took a deep dive into $BESI's CMD presentation and Q&A to compare the companys commentary with our analysis. Lets just sayour concerns were only reinforced. Read our Substack to find out why π" [X Link](https://x.com/ChipsandWafers/status/1935580313029079476) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-19T06:08Z 4813 followers, 1977 engagements "TSMC August Revenue: Revenue: 11127 USDm - +43% YoY - +1% MoM Assuming average fx rate for August - this is a new ATH record for $TSM monthly revenue (in USD terms). (Chart is 3mma) $NVDA $AAPL $AMD $QCOM $AVGO" [X Link](https://x.com/ChipsandWafers/status/1965706951041728702) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-09-10T09:20Z 4817 followers, 6354 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ChipsandWafers
"$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD"
X Link @ChipsandWafers 2025-07-30T06:58Z 4818 followers, 3231 engagements
"More on $TER and #Advantest ($6857.T): πIt's clear what is driving test intensity and the growth in overall test TAM. #AI #CoWoS $NVDA $AMD"
X Link @ChipsandWafers 2025-07-30T12:08Z 4818 followers, 1923 engagements
"Large #AI packages continue to drive Test demand. #Advantest raises FY Guidance: +10.6% on Revenue and +24% on Operating Income. "Elevated demand for AI-related applications is increasing at a pace exceeding initial expectations. Furthermore the increasing number of companies entering the AI semiconductor market is also expected to further drive demand.""
X Link @ChipsandWafers 2025-07-29T08:27Z 4819 followers, 6071 engagements
"#ASMPT ($0522.HK) positioning themselves to become #HBM ToR for either #SKHynix ($000660.KS) or #Samsung ($005930.KS)"
X Link @ChipsandWafers 2024-12-10T12:29Z 4818 followers, XXX engagements
"AI WAITS FOR NOBODYπ Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI"
X Link @ChipsandWafers 2025-06-09T06:39Z 4818 followers, 9422 engagements
"After two years of being shut out of the high-end AI server GPU substrate market Unimicron has broken Japans Ibiden monopoly and is now qualified to supply substrates for $NVDA Blackwell platform. However despite the higher margins and ASP's associated with AI substrates ongoing weakness from $INTC general-purpose servers and soft consumer demand in smartphones (BT) and PC's continues to offset overall revenue growth"
X Link @ChipsandWafers 2025-06-09T07:28Z 4818 followers, 1087 engagements
"Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX"
X Link @ChipsandWafers 2025-07-23T06:14Z 4818 followers, 4578 engagements
"#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise"
X Link @ChipsandWafers 2025-07-23T07:11Z 4818 followers, 4840 engagements
"#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate"
X Link @ChipsandWafers 2025-07-23T10:24Z 4818 followers, 4915 engagements
"Despite & dominating the IC package substrate market for the past few decades (Ibiden Shinko Unimicron) is now making a major push to become a leading player in next-gen glass core substrates seen as a key element for enabling massive AI chiplet packages over 120*120mm. They are developing an enitre ecosystem and domestic supply-chain from materials (JNTC) inspection (PIE) TGV drilling (Philoptics) & substrate fabrication (SEMCO Absolics). Impressive. Don't be surprised if you hear some of these names entering $NVDA or $AMD supply chains in the future while taking market share from the"
X Link @ChipsandWafers 2025-02-18T09:02Z 4818 followers, 1572 engagements
"Taiwan AI Server ODM March Revenues: Up +76% YoY (in USD terms). Wiwynn led the pack up a whopping +214% YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA"
X Link @ChipsandWafers 2025-04-10T18:23Z 4818 followers, 39.4K engagements
"#Ibiden ($4062.T) the primary supplier of #ABF substrates for $NVDA $TSM #CoWoS packages raises current year and next year guidance. "Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations as well as the effects of increased production volume sales and each profit item exceeded the initial plan""
X Link @ChipsandWafers 2025-08-01T08:23Z 4818 followers, 4215 engagements
"Taiwan AI Server ODM's August Revenues: Total Revenue: 15998 USDm - +62% YoY - -X% MoM $NVDA $TSM $AMD $AVGO $GOOG $META $MSFT $AMZN $CRWV $NBIS"
X Link @ChipsandWafers 2025-09-10T08:57Z 4818 followers, 2841 engagements
"@Semi_Dig One key challenge is how to package all these chiplets together. Advanced Packaging equipment suppliers like $BESI ASMPT Hanmi Semi in Korea and Shibaura in Japan"
X Link @ChipsandWafers 2024-12-21T16:15Z 4812 followers, XXX engagements
"The risk of overexposure. Alchip January revenue continues the downward trajectory seems perhaps that their role in @awscloud Trainium3 is smaller than communicated. $AMZN"
X Link @ChipsandWafers 2025-02-10T09:40Z 4816 followers, 1233 engagements
"Taiwan's Zhen Ding is quietly positioning itself to benefit from the West-China decoupling. Zhen Ding is a PCB manufacturer and a strong one at that. They are the #1 supplier of Substrate-like-PCBs (SLP) which are high-end PCBs used by $AAPL in their iphones. But under the radar Zhen Ding has been building up ABF substrate capacity and aims to become a top X supplier over the next X years 1/"
X Link @ChipsandWafers 2025-05-19T11:30Z 4818 followers, 22.8K engagements
"Are we starting to see signs of a mainstream demand recovery π#MGC says lead times for some BT substrate materials reached 2x the norm. π#Resonac confirms seeing similar shortages"
X Link @ChipsandWafers 2025-05-27T05:43Z 4818 followers, XXX engagements
"Nice figures from the Taiwan #ABF suppliers. Unimicron is the only Taiwanese supplier with $NVDA GPU substrate exposure what's going on with PC's and general purpose servers"
X Link @ChipsandWafers 2025-06-18T12:04Z 4816 followers, 1902 engagements
"After our Spaces last week (link in comments) we took a deep dive into $BESI's CMD presentation and Q&A to compare the companys commentary with our analysis. Lets just sayour concerns were only reinforced. Read our Substack to find out why π"
X Link @ChipsandWafers 2025-06-19T06:08Z 4813 followers, 1977 engagements
"TSMC August Revenue: Revenue: 11127 USDm - +43% YoY - +1% MoM Assuming average fx rate for August - this is a new ATH record for $TSM monthly revenue (in USD terms). (Chart is 3mma) $NVDA $AAPL $AMD $QCOM $AVGO"
X Link @ChipsandWafers 2025-09-10T09:20Z 4817 followers, 6354 engagements
/creator/twitter::1852754491914715136/posts