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[@neiltwitz](/creator/twitter/neiltwitz)
"Record year for @ASMLcompany China's semi ambitions building on DUV machines (due to the ban on getting EUV) is driving significant demand for ASML ⚡Revenue from shipments to China tripled in 2023 driven by increased demand for mid-critical and matured nodes. ⚡DUV and EUV revenue grew XX% and XX% YoY respectively in 2023.nodes. ⚡Memory will be bigger in 2024 due to the DRAM technology node transition to support HBM and DDR5 driven by AI. ⚡EUV will drive gross margin improvements in the long term. #semiconductors #china #5G #AI #Huawei"  
[X Link](https://x.com/neiltwitz/status/1757676516077441275) [@neiltwitz](/creator/x/neiltwitz) 2024-02-14T08:01Z 6928 followers, 1184 engagements


"@Turkcell CTO Dr. Vehbi ar Gngr on need for investments in 5G-A and 6G as AI becomes the key differentiator for this path to monetization and operational efficiencies reversing the 5G hypemonetzation dissonance. When CSP says this which means they are anticipating the benefits it will unlock. #5G #6G #AI #5GBusinessSummit #5GGSAC2025"  
[X Link](https://x.com/neiltwitz/status/1975136313763381608) [@neiltwitz](/creator/x/neiltwitz) 2025-10-06T09:49Z 6928 followers, XXX engagements


"@Broadcom Significant performance boost with the new WiFi-8 standard. 🚄Throughput: XXX% higher Latency: 6x lower 🔋Power Consumption: XX% reduced 🛜Coverage: 2x better $AVGO #WiFi8"  
[X Link](https://x.com/neiltwitz/status/1978328735355924890) [@neiltwitz](/creator/x/neiltwitz) 2025-10-15T05:15Z 6928 followers, XX engagements


"@Broadcom @nvcidambi The new Wi-Fi8 chips expands from mobile (smartphones tablets) to residential (routers mesh) to enterprise (gateways robots) 🏠BCM6718 🏣BCM43820/40 📱BCM43109 + licensing opportunity for broader IoT & automotive which is a great move to scale. $AVGO #WiFi8"  
[X Link](https://x.com/neiltwitz/status/1978343104215179635) [@neiltwitz](/creator/x/neiltwitz) 2025-10-15T06:12Z 6927 followers, XXX engagements


"The all new @Xiaomi flagships Xiaomi XX Pro & Pro Max 🔸Dynamic Back Display - great for selfies notifications micro interactionsetc 🔸6.3/6.9" OLED M10 Panel 8MM thin body ✨@Qualcomm @Snapdragon X Elite Gen X Mobile Platform 🔸 12GB RAM 🔋Battery 6300-7500 mAh 🔌100W wired 50W wireless charging 📷 50MP Triple camera powered by @leica_camera 🔸Main Camera - f/1.67 large aperture a 1G+6P lens 🔸Inverted floating telephoto lens + 20cm telephoto macro shots 🔸5x periscope telephoto lens + expanded 1/2-inch sensor (Pro Max) #Xiaomi17Pro #Xiaomi17ProMax #smartphone #5G #Leica"  
[X Link](https://x.com/neiltwitz/status/1979009280687903168) [@neiltwitz](/creator/x/neiltwitz) 2025-10-17T02:19Z 6928 followers, 1473 engagements


"TSMC looks to break ground for its upcoming 1.4nm fab at the Central Taiwan Science Park (CTSP) ☑5th Nov likely the construction commences ☑The Giga fab will be divided into X buildings 💰Investments could scale up to NT$1.5 Trillion ($48Bn) for the most advanced 1-4nm fab 👑These four CTSP fabs when are at full capacity it will be the world's largest AI / HPC (High-Performance Computing) chip production base. $TSM $NVDA $AAPL $AVGO $AMD $INTC #AI #HPC #semiconductors #Fab #Foundry"  
[X Link](https://x.com/neiltwitz/status/1979623556704350583) [@neiltwitz](/creator/x/neiltwitz) 2025-10-18T19:00Z 6928 followers, XXX engagements


"TSMC continues to strengthen its position in @CounterPointTR Foundry XXX rankings across the industry. Right from leading nodes CAPEX capacity consumption of wafers wafers ASP UTRs integrated packaging advanced capabilities partnerships customer rolodex. For pure play (non-IDM non-packaging) it goes to 71%. $TSM $NVDA $AAPL $AVGO $AMD $INTC #foundry #AI #semiconductors"  
[X Link](https://x.com/neiltwitz/status/1980185145622888520) [@neiltwitz](/creator/x/neiltwitz) 2025-10-20T08:11Z 6928 followers, XXX engagements


"More insights here from our team. COWOS capacity and capability is beginning to be the key differentiator in this Foundry XXX race. TSMC is ramping up capacity to more than 100k wafers by next year. @SKhynix continue to widen gap though @Samsung Memory looks to creep in in a sizeable way by 2027. All eyes on @MicronTech as well how it scales in this HBM and DRAM race since now it has likely exited China AI Server market. HBM partnerships beyond @nvidia would be key as well"  
[X Link](https://x.com/neiltwitz/status/1980187518978183526) [@neiltwitz](/creator/x/neiltwitz) 2025-10-20T08:21Z 6928 followers, XXX engagements


"@ITU @WindTreOfficial CTO Carlo Melis on scaling the 5G infrastructure supporting 18M subs in Italy ✅Rolling out 5G SA network ✅RAN Modernization ✅IT Stack consolidation #5G #AI #5GAdvanced #ZTEGlobalSummit #ZTEGSAC2025 #AIRAN"  
[X Link](https://x.com/neiltwitz/status/1975119306393571625) [@neiltwitz](/creator/x/neiltwitz) 2025-10-06T08:41Z 6928 followers, XXX engagements


"Great talk by @VEONGroup CDO @TabidzeLasha on how the group with XXX Million+ customers has been innovating beyond 5G with AI in digital telco services domain across its key markets bridging the digital divide and monetization 120M MAUs for all its digital services Ukraine: @uklon by @TwiyKyivstar Ride hailing app - 41Mn rides Uzbekistan - @beeline_uz hambi AI Superapp with 9Mn MAUs Pakistan - @jazzpk Tamasha app with 12.1Mn MAUs and more such properties converting the Telco into TechCo Closely working with ZTE to deploy FDD Massive MIMO Green Sites Indoor Giga+ terminals core network and"  
[X Link](https://x.com/neiltwitz/status/1975147005186896018) [@neiltwitz](/creator/x/neiltwitz) 2025-10-06T10:31Z 6927 followers, XXX engagements


"This is a big first step for TSMC & NVIDIA and USA. The key question is what is the cost differential cost & how NVIDIA prices the Made in USA chip for its customers vs Made in Taiwan $NVDA $TSM"  
[X Link](https://x.com/neiltwitz/status/1979618864112849204) [@neiltwitz](/creator/x/neiltwitz) 2025-10-18T18:41Z 6927 followers, XXX engagements


"Thanks for checking. Not sure about their methodology and sources. But there is a varied range out there from different industry observers with vested interests 😀. Especially the Wall St folks. And what is happening is TSMC is also outsourcing some capacity to partners such as ASE which will keep their capacity and investments in check. We keep on monitoring this every month so will calibrate we see demand and supply side changes. $TSM"  
[X Link](https://x.com/neiltwitz/status/1980191662325522448) [@neiltwitz](/creator/x/neiltwitz) 2025-10-20T08:37Z 6928 followers, XXX engagements