[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.]

[@dnystedt](/creator/twitter/dnystedt)
"Four of Taiwans biggest AI server makers reported record high September or 3rd quarter (Q3) revenue media report (1/2): September Q3 Wistron: NT$203.4 billion NT$567.8 billion +108.3% Quanta: NT$184.1 billion NT$495.3 billion +16.6% Wiwynn: NT$86.3 billion NT$266.8 billion +172.7% Inventec: NT$60.6 billion NT$176.3 billion +7.5% $NVDA $AVGO $AMD $ORCL $DELL $SMCI $GOOGL $AMZN $META $MSFT"  
[X Link](https://x.com/dnystedt/status/1976085052166697146) [@dnystedt](/creator/x/dnystedt) 2025-10-09T00:39Z 39.1K followers, 12.1K engagements


"A magnitude XXX earthquake hit Ishikawa Prefecture Japan on New Years Day raising concerns over possible disruption to the semiconductor supply chain media report noting factories of MLCC supplier Murata Manufacturing are located there yet cite industry experts saying likely NOT affected by the quake. #semiconductors"  
[X Link](https://x.com/dnystedt/status/1742005431525142960) [@dnystedt](/creator/x/dnystedt) 2024-01-02T02:10Z 39.1K followers, 5587 engagements


"Japan MLCC giant Murata Manufacturing has already resumed production at XX of XX factories impacted by the Jan. X earthquake in Ishikawa Prefecture media report with X more to be back online in February an inductor factory back online in May and X with no clear timetable to resume production. #semiconductors"  
[X Link](https://x.com/dnystedt/status/1749606964173353333) [@dnystedt](/creator/x/dnystedt) 2024-01-23T01:36Z 39.1K followers, 10.5K engagements


"Super Micro Computer halted construction of a new factory in Malaysia prompting Malaysias YTL Corp. to transfer orders for Nvidia GB200 NVL72 AI servers to Taiwans Wiwynn media report noting the original order was for a super large AI data center. Its the first substantial order transferred by a Super Micro client to a Taiwan firm the report says. $SCMI $NVDA #AIserver #semiconductor"  
[X Link](https://x.com/dnystedt/status/1855794043713904662) [@dnystedt](/creator/x/dnystedt) 2024-11-11T02:05Z 39.1K followers, 83.3K engagements


"Microsoft said its custom AI chip Maia is already in use on Azure OpenAI and it plans to launch X more custom AI chips media report adding TSMC will likely manufacture the chips while contract chip designer Global Unichip will likely win some engineering work on the chips. 1/2 $MSFT $TSM #GUC #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1859408097133101464) [@dnystedt](/creator/x/dnystedt) 2024-11-21T01:26Z 39.1K followers, 12.1K engagements


"Qatar has reached out to TSMC via chip design partner Global Unichip to invite the chip giant to invest in the nation media report with an official note sent to Taoyuan City Mayor Simon Chang who passed it to Global Unichip Chairman Fan Cheng Tseng. The Qatar invitation is further evidence of TSMCs critical role in the global economy. $TSM #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1861601822227734971) [@dnystedt](/creator/x/dnystedt) 2024-11-27T02:43Z 39.1K followers, 6547 engagements


"Amazon AWS will become the biggest client of Taiwan AI server maker Wiwynn next year due to AWSs custom AI chips media report noting Wiwynn is the exclusive partner for AI servers based on AWSs Trainium and Inferentia chips. 1/2 $AMZN"  
[X Link](https://x.com/dnystedt/status/1869580300155760690) [@dnystedt](/creator/x/dnystedt) 2024-12-19T03:07Z 39.1K followers, 13.2K engagements


"TSMC may be able to double CoWoS advanced packaging capacity to 75000 wafers-per-month by mid-2025 around 6-months earlier than expected by converting plants bought from display maker Innolux and working with partners like ASE and Amkor media report noting.1/2 $TSM $ASX $AMKR $NVDA $AMD $AVGO #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1874630472887832783) [@dnystedt](/creator/x/dnystedt) 2025-01-02T01:35Z 39.1K followers, 42.8K engagements


"Nvidias plan to develop customized ASIC chips at a proposed Taiwan R&D center has local chip designers worried their top engineers may be lured into working for the AI giant media report noting MediaTek Alchip Technologies Global Unichip and other chip design houses are bracing for 2025. $NVDA #semiconductor #semiconductors"  
[X Link](https://x.com/dnystedt/status/1874631649667011005) [@dnystedt](/creator/x/dnystedt) 2025-01-02T01:39Z 39.1K followers, 53.9K engagements


"Nvidia CEO Jensen Huang said Nvidia and TSMC are currently working on a joint silicon photonics research project but results will take a few years time media report. Thread 1/3 $NVDA $TSM #semiconductors #AIservers"  
[X Link](https://x.com/dnystedt/status/1880804085206835359) [@dnystedt](/creator/x/dnystedt) 2025-01-19T02:26Z 39.1K followers, 46.4K engagements


"The CEO of Japanese giant Murata Manufacturing forecast MLCC demand for AI servers will more than double this year media report noting its book-to-bill ratio has rebounded above X representing economic expansion while its net profit last quarter rose XX% and this year will surge XX% as the recession fades. Murata is the worlds biggest maker of MLCCs (multilayer ceramic capacitors) which are so common they are often called the rice of the electronics industry. #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1886955827950682355) [@dnystedt](/creator/x/dnystedt) 2025-02-05T01:51Z 39.1K followers, 5824 engagements


"2/2 April Revenue Asia Vital Components: NT$9.11 billion record high for 3rd straight month Jentech Precision: NT$1.82 billion 2nd straight monthly high Sunonwealth Electric: NT$1.63 billion 2nd straight monthly high Taiwan Stock Exchange requires companies to file monthly revenue"  
[X Link](https://x.com/dnystedt/status/1920293156572234186) [@dnystedt](/creator/x/dnystedt) 2025-05-08T01:42Z 39.1K followers, 2697 engagements


"Three of Taiwans top AI server makers just reported their best-ever revenue for the month of April media report: Quanta: NT$154.01 billion up XXXX% year-on-year Wistron: NT$133.70 billion up XXXX% Wiwynn: NT$63.80 billion up 190.5%"  
[X Link](https://x.com/dnystedt/status/1920651042695303413) [@dnystedt](/creator/x/dnystedt) 2025-05-09T01:24Z 39.1K followers, 12.1K engagements


"Microsoft and Meta have both turned to Taiwan contract chip designer Global Unichip (GUC) for work on their ASIC chips including TSMC CoWoS-R advanced packaging media report citing unnamed supply chain sources and adding GUC taped-out 2nm test chips at TSMC in Q3 last year and won verification on 3nm interconnect IP in Q1 this year. 1/3 $MSFT $META $TSM #semiconductors"  
[X Link](https://x.com/dnystedt/status/1938390321345274246) [@dnystedt](/creator/x/dnystedt) 2025-06-27T00:14Z 39.1K followers, 36K engagements


"Taiwans 2nd biggest custom ASIC chip designer Global Unichips full year revenue will rise by a double-digit percent this year led by its custom chip design-manufacturing (turnkey) services media report adding it will see more revenue from Cloud Service Provider (CSP) clients from the 4th quarter and into the 1st half 2026 with CSPs set to account for XX% of full year 2026 revenue. In the 1st half of this year US clients accounted for XX% of revenue versus XX% last year. 2nd quarter revenue fell X% year-on-year to NT$6.1 billion. $AVGO #alchip #globalunichip #GUC #semiconductors"  
[X Link](https://x.com/dnystedt/status/1951490620545179688) [@dnystedt](/creator/x/dnystedt) 2025-08-02T03:49Z 39.1K followers, 7206 engagements


"Global Unichip:"  
[X Link](https://x.com/dnystedt/status/1951490669236855040) [@dnystedt](/creator/x/dnystedt) 2025-08-02T03:50Z 39.1K followers, 3311 engagements


"2/2 The report says Nvidia is working with ASE subsidiary Siliconware Precision (SPIL) on joint development of CoWoP (Chip-on-Wafer-on-PCB) next-gen advanced packaging. Equipment suppliers reportedly say TSMC ASE Amkor Powertech Group (includes Greatek) Innolux are all expanding investments building new plants. $NVDA $ASX $TSM #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1965215080100102237) [@dnystedt](/creator/x/dnystedt) 2025-09-09T00:46Z 39.1K followers, 3364 engagements


"TSMC will outsource more advanced semiconductor packaging and testing work in 2026 as orders for CoWoS and advanced 3nm and below processes are fully book media report. ASE KYEC and Powertech are seen as benefiting. ASE and KYEC have order visibility through end-2026 and are building new plants to meet demand. Rumors say KYEC may build in Singapore. $TSM $ASX $AMKR #Singapore #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978612027234099558) [@dnystedt](/creator/x/dnystedt) 2025-10-16T00:00Z 39.1K followers, 17K engagements


"ASMLs 3rd quarter (Q3) beat on net bookings XXX billion (US$6.27B) signal positive for TSMCs earnings today (10/16) media report. TSMC ASMLs top customer is worlds biggest EUV lithography user with XX% of all EUV machines about XXX and TSMC had planned +60 more in 2024-2025. $TSM $ASML #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978614859672756379) [@dnystedt](/creator/x/dnystedt) 2025-10-16T00:11Z 39.1K followers, 5170 engagements


"TSMC 3rd Quarter 2025 Earnings Revenue NT$989.92 billion (US$33.10 B up XXXX% YoY) Gross Margin XXXX% vs guide XXXX% - XXXX% Opng Margin XXXX% vs guide XXXX% - XXXX% Net Profit NT$452.30 B vs expected NT$415.4 B Net Profit US$15.10 B EPS NT$17.44 ($2.92 per ADR unit beat expected $2.59) Thread 1/ $TSM $NVDA $AVGO $AMD $AAPL #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978700496723726574) [@dnystedt](/creator/x/dnystedt) 2025-10-16T05:52Z 39.1K followers, 21.4K engagements


"Nvidia receives 1st wafer of Blackwell AI chips made at TSMC Arizona When I started TSMC I had a dream to build fabs in the United States and my dream lives. TSMC founder Morris Chang $NVDA $TSM"  
[X Link](https://x.com/dnystedt/status/1979443224977772963) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:03Z 39.1K followers, 15.5K engagements


"Big deal being made about Jensen's statements. But China will dump Nvidia the second it feels its tech is good enough. 'Self-sufficiency' was always the plan"  
[X Link](https://x.com/dnystedt/status/1979447166725951753) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:19Z 39.1K followers, 14.2K engagements


"Nvidia CEO Jensen Huang will attend the APEC CEO Summit in South Korea Oct. 28-31 to meet key AI memory chip makers SK Hynix and Samsung and discuss HBM (High Bandwidth Memory) chip supply and development media report adding the HBM market is expected to grow XXXXX% this year to US$41.6 billion and could hit $XXXXX billion by 2028. The amount of HBM needed for each Nvidia GPU family has grown from 80GB for the Nvidia A100 to over 1TB for the upcoming Rubin series. $NVDA $MU $HXSCL $SSNLF #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/1980055689692315977) [@dnystedt](/creator/x/dnystedt) 2025-10-19T23:37Z 39.1K followers, 9780 engagements


"Chinas Communist Party today (10/20) opens its 20th Central Committee plenary session focused on breakthroughs in semiconductors AI and Quantum computing media report noting it will craft the 15th 5-year plan which sets national development goals. Other priorities include stabilizing the housing market boosting internal consumption and national security while trumpeting the importance of CCP leadership. #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980056025182146882) [@dnystedt](/creator/x/dnystedt) 2025-10-19T23:38Z 39.1K followers, 9585 engagements


"SK Hynix the AI memory chip giant is expected on 10/29 to report its highest quarterly operating profit and revenue ever for the 3rd quarter XXXX trillion won (US$7.9 billion) on revenue of XXXX trillion thanks to booming demand for HBM (high bandwidth memory) chips for AI servers media report. $MU #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/1980087786930896996) [@dnystedt](/creator/x/dnystedt) 2025-10-20T01:44Z 39.1K followers, 7226 engagements


"Taiwans 3rd biggest chip designer Novatek took a big step into providing customized ASIC chips as a new business by completing its 1st batch of wafers for a high-performance computing chip (SoC) based on the Arm Neoverse CSS N2 computing core media report. $ARM #Novatek #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980088452587855997) [@dnystedt](/creator/x/dnystedt) 2025-10-20T01:47Z 39.1K followers, 3916 engagements


"Four TSMC 2nm fabs will be in mass production next year and monthly capacity over 60000 wafers-per-month (wpm) media report citing unnamed supply chain sources. 2nm wafers cost US$30000 each XX% more expensive than 3nm. 1/2 $TSM $SSNLF $INTC #semiconductors #2nm"  
[X Link](https://x.com/dnystedt/status/1952162511815626987) [@dnystedt](/creator/x/dnystedt) 2025-08-04T00:19Z 39.1K followers, 42.2K engagements


"3/5 Apple is working with Broadcom and GlobalFoundries to make 5G cellular chips/components in the US and will also have GlobalFoundries produce cutting-edge wireless and advanced power management chips in Malta New York. $AAPL $AVGO $GFS $SSNLF #Samsung #semiconductors"  
[X Link](https://x.com/dnystedt/status/1953242134032859623) [@dnystedt](/creator/x/dnystedt) 2025-08-06T23:49Z 39.1K followers, 3499 engagements


"Surging demand for Nvidia Blackwell-based AI servers sent July revenue at Taiwan's Big X makers up a combined XXXX% year-on-year to NT$1.13 trillion (US$37.7 billion). Thread: 1/6 The Big 6: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. $NVDA $TSM #AIservers"  
[X Link](https://x.com/dnystedt/status/1955541457227702331) [@dnystedt](/creator/x/dnystedt) 2025-08-13T08:06Z 39.1K followers, 35.5K engagements


"6/6 Links: Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp: Gigabyte Technology Co. Ltd: Dell GB300 shipment to CoreWeave July X 2025: Nvidia GB300 NVL72 Nvidia GB200 NVL72 Nvidia Blackwell Architecture"  
[X Link](https://x.com/dnystedt/status/1955543583332897162) [@dnystedt](/creator/x/dnystedt) 2025-08-13T08:14Z 39.1K followers, 6155 engagements


"Foxconn the AI server and iPhone assembly giant is expected to unveil its next generation humanoid robot jointly developed with Nvidia at its Technology Day event November 21-22 (Hon Hai Technology Day Foxconn is its trade name). Rumors say Foxconn will use some humanoid robots on GB300 AI server production lines at a Houston Texas plant in the 1st quarter next year. $NVDA #Foxconn #humanoidrobots #robots"  
[X Link](https://x.com/dnystedt/status/1957236826252693528) [@dnystedt](/creator/x/dnystedt) 2025-08-18T00:23Z 39.1K followers, 15.8K engagements


"Samsung Electronics Chairman Jay Lee joined a South Korean team for an 8/25 meeting between US President Trump and South Korean President Jae-myung Lee media report raising talk Samsung will invest in Intel Corp. to win favor with the Trump administration. $INTC $SSNLF #Samsung #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1959792731217408160) [@dnystedt](/creator/x/dnystedt) 2025-08-25T01:39Z 39.1K followers, 16.5K engagements


"Strong demand for Nvidia Blackwell-based AI servers sent August revenue at Taiwan's Big X makers up a combined XXXX% year-on-year to NT$1.11 trillion (US$36.6 billion). 1/7 $NVDA $TSM $AVGO $AMD $SMCI #AIservers #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1967111891760947521) [@dnystedt](/creator/x/dnystedt) 2025-09-14T06:23Z 39.1K followers, 34.9K engagements


"Rumor: Strong demand for AI servers led Dell to add Compal Electronics as a new server partner in Taiwan media report adding Dell has placed orders worth hundreds of billions of Taiwan dollars (NT$100 billion = US$3.3 billion) with deliveries to begin in the 2nd half of the year. Dell is cited as the reason for Compals US$300 million investment in a North America server factory. 1/2 $DELL $NVDA #compal"  
[X Link](https://x.com/dnystedt/status/1970661926448570510) [@dnystedt](/creator/x/dnystedt) 2025-09-24T01:29Z 39.1K followers, 7182 engagements


"ASE plans to invest NT$4.01 billion (US$130 million) to build a new advanced semiconductor packaging plant K18B in Kaohsiung south Taiwan media report a facility with X underground floors and X above ground with total floor area of 18300-ping (21500 square feet). $ASX $TSM $AVGO $NVDA $AMD #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1971824507083280843) [@dnystedt](/creator/x/dnystedt) 2025-09-27T06:29Z 39.1K followers, 3539 engagements


"TSMCs first wafer from a successful 2nm trial was put on display in Kaohsiung's City Hall on Monday designated wafer XXX media report. Etched on the wafer is an acrostic poem in which the first character of each line reads out the phrase Great Southern Silicon Valley () in line with the citys goal to become a major semiconductor hub. On the south end of Taiwan Kaohsiung is the 2nd biggest city after Taipei and the nations biggest port. $TSM #semiconductors #Kaohsiung #Taiwan"  
[X Link](https://x.com/dnystedt/status/1975366677828411618) [@dnystedt](/creator/x/dnystedt) 2025-10-07T01:04Z 39.1K followers, 7345 engagements


"Nvidia has increased orders XX% for 800G optical communication modules in 2026 as optical begins to replace copper wires in AI data centers (light in copper out) media report noting Jensen Huang showed off Nvidias silicon photonics networking products Spectrum-X and Quantum-X at Computex Taipei 2025 in June. 1/2 $NVDA $COHR $LITE $AVGO $AAOI #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1976080879987589529) [@dnystedt](/creator/x/dnystedt) 2025-10-09T00:22Z 39.1K followers, 28.4K engagements


"Demand for Nvidia Blackwell-based AI servers sent September revenue at Taiwans Big X AI server makers up XXXX% over last year to a combined NT$1.399 trillion (US$45.7 B) a record high. 1/8 $NVDA $TSM #AIservers"  
[X Link](https://x.com/dnystedt/status/1976201425291182411) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:21Z 39.1K followers, 15.1K engagements


"6/8 Expect strong AI server seasonality to last through the end of 2025 and expect to hear more talk about the transition to Nvidia Rubin-based servers. Also expect to hear Taiwans AI server makers announce new capacity expansion plans. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1976202104994922695) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:24Z 39.1K followers, XXX engagements


"TSMC is in the pilot production and validation phase of its 2nm process in two Taiwan locations Fab XX in Hsinchu (BaoShan) and Fab XX in Kaohsiung media report with the yield rate nearly at 70%. Mass production is expected by year-end with output increasing by mid-2026. Capacity is fully sold out for 2026 and is seen at 100000 wafers-per-month (wpm). 1/2 $TSM $ASML $NVDA $AMD"  
[X Link](https://x.com/dnystedt/status/1977532562479489206) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:31Z 39.1K followers, 20.2K engagements


"Nvidias main chip testing partner in Taiwan KYEC will begin testing next-generation Rubin AI chips by the end of this year media report and has continued to win major testing orders for Nvidias most advanced chips for GB200 and GB300 in addition to Rubin. $NVDA #Rubin #semiconductors #KYEC"  
[X Link](https://x.com/dnystedt/status/1977532793140944933) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:32Z 39.1K followers, 12.4K engagements


"Nvidia CEO Jensen Huang delivered the first DGX Spark desktop AI supercomputer to Elon Musk on Tuesday a US$3999 computer full of Taiwan parts including the main onboard chip GB10 developed with MediaTek and manufactured by TSMC using the 4nm process. Taiwans Acer Asustek Gigabyte MSI others will launch DGX Spark series AI desktops this year. 1/2 $NVDA $TSM $ARM #mediatek #acer #asustek #gigabyte #msi"  
[X Link](https://x.com/dnystedt/status/1978265501928452282) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:03Z 39.1K followers, 11.9K engagements


"Nvidia is working with Foxconn to use its new XXX Volt DC (Direct Current) power architecture in Foxconns AI data center K-1 in Kaohsiung Taiwan media report. Nvidia is moving its AI data center power standard to 800V DC from the traditional 54V to handle the far higher power needs of its latest GPUs (Blackwell Rubin etc.). Foxconn will receive MDI qualification from Nvidia for both Vera Rubin and Kyber server platforms. (MDI: Manufacturing Design Integration). $NVDA #Foxconn #Nvidia800VDC"  
[X Link](https://x.com/dnystedt/status/1978270031466406171) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:21Z 39.1K followers, 7587 engagements


"Also: Foxconn (Hon Hai Precision): :"  
[X Link](https://x.com/dnystedt/status/1978270156020122065) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:22Z 39.1K followers, 3190 engagements


"Apple CEO Tim Cook pledged to boost investments in China during a meeting with Chinas industry ministry in Beijing Reuters reports but did not name an investment size. Apple is navigating tricky geopolitics between the US and China. $AAPL #China"  
[X Link](https://x.com/dnystedt/status/1978627309176574433) [@dnystedt](/creator/x/dnystedt) 2025-10-16T01:01Z 39.1K followers, 4526 engagements


"@Jukanlosreve Nice to see South Korea media writing about Micron. Micron's most advanced fabs are in Taiwan staffed by veteran engineers from DRAM firms lost to the Global Financial Crisis. The animosity in Taiwan vs South Korea tech is. next level"  
[X Link](https://x.com/dnystedt/status/1979002210366160950) [@dnystedt](/creator/x/dnystedt) 2025-10-17T01:51Z 39.1K followers, 1096 engagements


"Rumor: Nvidia has approached a number of Taiwan machine tool and key component makers to join its humanoid robot supply chain including Hota Industrial Chieftek Hiwin media report citing unnamed industry sources . Nvidia will also reportedly set up a robot assembly base in Taiwan. $NVDA #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1863412286062567751) [@dnystedt](/creator/x/dnystedt) 2024-12-02T02:38Z 39.1K followers, 96.2K engagements


"Apple is using chips from X Taiwan designers media report: -Novatek recently won rush orders to provide more display chips (DDIC) to Apple due to stronger-than-expected iPhone XX sales -MediaTeks 5G modem chip in the Apple Watch XX and TWS (True Wireless Stereo) chips in Beats headphones -Parade Techs T-Con (timing controller) chips for iPad Pro OLED screens. $AAPL #semiconductors #mediatek #novatek #paradetech"  
[X Link](https://x.com/dnystedt/status/1977532986368381319) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:32Z 39.1K followers, 12.9K engagements


"Taiwan is mulling legislation to classify AI data centers as major public infrastructure so related tax incentives can be offered for investments by big insurance firms & other corporations media report noting new laws could be out by next year. 1/3 #OpenAI $ORCL #Stargate #Colossus $NVDA $AMD"  
[X Link](https://x.com/dnystedt/status/1977589251094245686) [@dnystedt](/creator/x/dnystedt) 2025-10-13T04:16Z 39.1K followers, 8979 engagements


"8/14 More ChatGPT Broadcom chip chief Charlie Kawwas: my software engineers now already use that from a software point of view and its delivering efficiencies of dozens of engineers. On the hardware side were not there yet. But you know the good news well get there (with OpenAI) yes we should absolutely leverage this"  
[X Link](https://x.com/dnystedt/status/1977989254593794237) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:46Z 39.1K followers, 2623 engagements


"DRAM chip price rise: The contract price of mainstream DDR5 DRAM chips for October are up 10%-15% over September while spot prices are seen up 15%-25% media report adding DDR4 October contract prices are up XX% and spot prices up over 15%. $MU $SSNLF $HXSCL #semiconductors #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/1968850272240943532) [@dnystedt](/creator/x/dnystedt) 2025-09-19T01:30Z 39.1K followers, 6585 engagements


"Strong demand for ABF substrates for AI chips has Taiwans Unimicron looking for potential joint venture partners and planning to spend NT$15-NT$20 billion (US$500 to $XXX million) per year over the next 2-3 years to expand capacity media report citing Unimicrons chairman who added sales will likely rise 8%-10% this year. ABF (Ajinomoto Build-up Film). $TSM $NVDA $AMD $AVGO #unimicron #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1935132115395543284) [@dnystedt](/creator/x/dnystedt) 2025-06-18T00:27Z 39.1K followers, 4147 engagements


"Nvidias most powerful AI server platform yet GB300 will begin shipments in the 2nd half of 2025 with X Taiwan server giants expected to benefit most Foxconn the global leader as well as Quanta Wistron Wiwynn and Inventec media report with Foxconn and Quanta already testing new GB300 AI servers and most seeing shipments starting in September. $NVDA $TSM #Foxconn #Wistron #Wiwynn #Inventec #semiconductors"  
[X Link](https://x.com/dnystedt/status/1939464900340052333) [@dnystedt](/creator/x/dnystedt) 2025-06-29T23:24Z 39.1K followers, 43.7K engagements


"Unimicron a major PCB and IC substrate maker (ABF BT) raised its 2025 capex to NT$20.6 billion (US$700 million) from NT$18.6 billion and estimated next years capex at NT$19.4 billion citing customer demand and market conditions media report noting tight supplies and rising prices for ABF and BT substrates used in chip packaging for AI and other chips. $NVDA #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1950373455985365379) [@dnystedt](/creator/x/dnystedt) 2025-07-30T01:50Z 39.1K followers, 5408 engagements


"Apples $XXX billion US manufacturing plan highlights semiconductors: Apple will work with Texas Instruments to install chip production tools in Lehi Utah and build a new facility in Sherman Texas with equipment from US giant Applied Materials; silicon wafers from GlobalWafers (Sherman Texas facility); and silicon from Corning Apple said. 1/5 $AAPL $TXN $AMAT $GLW #semiconductors"  
[X Link](https://x.com/dnystedt/status/1953241660051370018) [@dnystedt](/creator/x/dnystedt) 2025-08-06T23:47Z 39.1K followers, 35.5K engagements


"Prices of DDR4 DRAM memory chips prices continue to rise as smaller player Nanya Technology hiked prices 11%-16% for August contracts and expects another double-digit increase in the 4th quarter media report citing unnamed supply chain sources. SK Hynix Samsung Micron all announced plans earlier this year to phase out DDR4 production in favor of next-gen DDR5 causing stockpiling. The DDR4 supply gap in the 2nd half of this year is estimated at XX% to 15%. $HXSCL $MU $SSNLF #SKhynix #Samsung #semiconductors"  
[X Link](https://x.com/dnystedt/status/1957238166932664642) [@dnystedt](/creator/x/dnystedt) 2025-08-18T00:28Z 39.1K followers, 6118 engagements


"Japans Resonac the semiconductor materials giant has established a 27-company consortium (JOINT3) to develop materials equipment and design tools for XXX x 510mm square organic interposers for next-gen advanced chip packaging (panel-level-packaging) media report. The group will invest XX billion yen ($175 million) over 5-years to build a prototype production line at an R&D center in Yuki City north of Tokyo. They aim to have it up and running next year. $AMAT $CAJ $LRCX $MMM $SNPS $TOELY #semiconductors"  
[X Link](https://x.com/dnystedt/status/1963422903871169011) [@dnystedt](/creator/x/dnystedt) 2025-09-04T02:04Z 39.1K followers, 4424 engagements


"Nanya Technology the DRAM memory chip maker saw August revenue soar XXXXX% year-on-year to NT$6.76 billion a 43-month high as DDR4 and DDR5 DRAM prices rose media report. $MU $HXSCL $SSNLF #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1963423628810424810) [@dnystedt](/creator/x/dnystedt) 2025-09-04T02:07Z 39.1K followers, 4053 engagements


"President Trump said semiconductor tariffs will only be for companies that are not investing in the US media report. "We will be putting a fairly substantial tariff with the understanding that if they come into the country if they are coming in building planning to come in there will not be a tariff" the president said. "If they are not coming in there is a tariff." $TSM #Samsung #SKhynix $MU $INTC #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1963776953133281409) [@dnystedt](/creator/x/dnystedt) 2025-09-05T01:31Z 39.1K followers, 8143 engagements


"Note: Looks like TSMC Samsung SK Hynix Globalwafers others wont face US semiconductor tariffs (Section 232) when they are announced (soon)"  
[X Link](https://x.com/dnystedt/status/1963777180045045768) [@dnystedt](/creator/x/dnystedt) 2025-09-05T01:32Z 39.1K followers, 3747 engagements


"Rumor: DRAM memory chip prices are surging in this the traditional peak season for electronics demand with 4th quarter (Q4) prices expected to spike 20%-50% over Q3 due to strong demand and tight supplies media report. Taiwan DRAM maker Nanya Technologys contract prices for DDR4 DRAM in Q3 soared XX% versus Q2 and its Q4 contracts are up XX% again. Winbond Electronics saw Q3 DDR4 prices rise XX% Q4 up 20%. $HXSCL $MU $SSNLF #SKhynix #Samsung #semiconductors"  
[X Link](https://x.com/dnystedt/status/1965947127181488370) [@dnystedt](/creator/x/dnystedt) 2025-09-11T01:14Z 39.1K followers, 24.3K engagements


"@hassankhan The story said GlobalWafers showed a prototype 12-inch SiC wafer at SEMICON Taiwan"  
[X Link](https://x.com/dnystedt/status/1970289364036129268) [@dnystedt](/creator/x/dnystedt) 2025-09-23T00:49Z 39.1K followers, XXX engagements


"Nvidia GB10-based personal AI supercomputers will go on sale in October from several PC vendors including Dell HP Acer Asustek Gigabyte MSI media report noting pre-orders for Nvidias DGX Spark Founders Edition have officially ended. $NVDA $DELL $HPQ #semiconductors"  
[X Link](https://x.com/dnystedt/status/1972838961749135858) [@dnystedt](/creator/x/dnystedt) 2025-09-30T01:40Z 39.1K followers, 5007 engagements


"AI server maker Wiwynn is scrambling for new capacity amid booming demand as orders are full with visibility extending to 2027 said Chair Emily Hong media report adding though production capacity will double when its Texas plant opens later this year it still wont be enough. 1/2 $AMZN $GOOGL $META $MSFT $NVDA #AIservers #semiconductors"  
[X Link](https://x.com/dnystedt/status/1973911641214607494) [@dnystedt](/creator/x/dnystedt) 2025-10-03T00:43Z 39.1K followers, 5382 engagements


"2/2 Wiwynns president said the firm is aggressively building new facilities and scouting new locations and that the AI arms race between OpenAI Google Meta etc. has just begun. Wiwynn opened new factories in Taiwan and Mexico this year and a new global headquarters in Taipei yesterday"  
[X Link](https://x.com/dnystedt/status/1973911745413648439) [@dnystedt](/creator/x/dnystedt) 2025-10-03T00:43Z 39.1K followers, 3023 engagements


"Taiwan DRAM maker Nanya Technology said September revenue rose XXX% year-on-year to NT$6.66 billion (US$220 million) media report as memory chip prices continue to recover. $HXSCL $SSNLF $MU #Samsung #SKhynix #semiconductors"  
[X Link](https://x.com/dnystedt/status/1974384513687126464) [@dnystedt](/creator/x/dnystedt) 2025-10-04T08:02Z 39.1K followers, 3882 engagements


"China has cracked down on Nvidia and other high-end U.S. AI chip imports stepping up customs inspections at ports across the nation the FT reports to force local companies to stop using American technology and help Beijing win the AI race. $NVDA $AMD $AVGO $INTC #semiconductors"  
[X Link](https://x.com/dnystedt/status/1976527624655733055) [@dnystedt](/creator/x/dnystedt) 2025-10-10T05:58Z 39.1K followers, 28.9K engagements


"TSMC has received fresh follow-on orders for Apples iPhone XX amid better-than-expected demand media report and with new Apple laptops and Vision Pro chips TSMCs advanced capacity is completely full. 1/3 $AAPL $TSM #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1977536563262414982) [@dnystedt](/creator/x/dnystedt) 2025-10-13T00:47Z 39.1K followers, 11.9K engagements


"Samsung Electronics announced 3rd quarter earnings guidance that beat expectations: Revenue XX trillion won vs expected XXXXX T Operating profit XXXX T vs expected XXX T its highest in over 3-years (Q2 2022) 1/2 #Samsung #SKhynix $MU $NVDA $TSLA #semiconductors"  
[X Link](https://x.com/dnystedt/status/1977905661800563164) [@dnystedt](/creator/x/dnystedt) 2025-10-14T01:13Z 39.1K followers, 5260 engagements


"2/2 Memory chip prices rose during the quarter boosting its chip division while Samsungs HBM3e memory chips for AI data centers reportedly passed Nvidias verification process. Samsung also inked a foundry deal with Tesla in July. XX trillion (US$60.2 B) XXXX trillion ($8.5 B) Samsung will announce 3rd quarter earnings later this month"  
[X Link](https://x.com/dnystedt/status/1977905722299138056) [@dnystedt](/creator/x/dnystedt) 2025-10-14T01:14Z 39.1K followers, 2705 engagements


"TSMC will break ground on its first 1.4nm (14 Angstrom) fab in Taichung Taiwan by end-2025 with mass production in the 2nd half-2028 media report noting the A14 process will be developed at TSMCs R&D fab in Hsinchu (BaoShan) Fab XX. The Taichung fab Fab XX has already started recruiting and construction permits for 3-buildings were issued at end-August. 1/2 $TSM $ASML $AMAT $KLAC $LRCX #semiconductors"  
[X Link](https://x.com/dnystedt/status/1977920705351279055) [@dnystedt](/creator/x/dnystedt) 2025-10-14T02:13Z 39.1K followers, 14.3K engagements


"OpenAI Broadcom Podcast Interview on custom chip tie-up. Sam Altman: To zoom out a little bit if you simplify what we do in this whole process you know melt sand run energy through it and get intelligence out the other end 1/14 $AVGO $TSM $NVDA $AMD #OpenAI"  
[X Link](https://x.com/dnystedt/status/1977988409080901873) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:42Z 39.1K followers, 16.7K engagements


"14/14 End Sama: The AI computing infrastructure buildout right now is the biggest joint industrial project in human history. This requires a lot of companies a lot of countries a lot of industries to come together and a lot of stuff has to happen at the same time and weve all got to invest together (and given everything weve seen) I think the whole industry has decided this is a good bet to take"  
[X Link](https://x.com/dnystedt/status/1977989927481852005) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:48Z 39.1K followers, 3989 engagements


"People & Links OpenAI CEO Sam Altman OpenAI President Greg Brockman Broadcom CEO Hock Tan Broadcom President of Semiconductor Solutions Group Charlie Kawwas Podcast: Broadcom: OpenAI:"  
[X Link](https://x.com/dnystedt/status/1977990080909488497) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:49Z 39.1K followers, 3857 engagements


"TSMC Q3 Earnings Preview: Record Highs & AI Boom Await Thursday October XX 2pm in Taiwan Market Expectations (NT$) Revenue: NT$989.9B (confirmed) Beat guidance fresh record high Net Profit: NT$410.58B NT$415.4B Market Expectations (US$) Revenue: $31.5B EPS: $XXXX TSMC Guidance Revenue: US$31.8B $33.0B Gross Margin: XXXX% XXXX% (beat expected) Operating Margin: XXXX% XXXX% Top Analyst Questions (from media & reports): Geopolitics: Tariffs China rare earths risks US Pressure: More investments Intel partner/invest rumors Taiwan Dollar Strength: Impact on earnings & sales Full-Year Outlook: Raise"  
[X Link](https://x.com/dnystedt/status/1978286591924912265) [@dnystedt](/creator/x/dnystedt) 2025-10-15T02:27Z 39.1K followers, 9949 engagements


"GlobalWafers the worlds 3rd biggest maker of silicon wafers used in chip manufacturing opened a 12-inch silicon wafer plant in Novara Italy on Wednesday media report. The XXX million (US$525M) investment won XXX million in EU funding. GlobalWafers Chair Doris Hsu said the plant was built close to customers and will help drive development of Europes semiconductor ecosystem. #GlobalWafers #Italy #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978627913793916934) [@dnystedt](/creator/x/dnystedt) 2025-10-16T01:03Z 39.1K followers, 4434 engagements


"TSMCs price-per-wafer hit a fresh record high in the 3rd quarter US$8102 each up from $8088 in the 2nd quarter. 1/2 $TSM $NVDA $AAPL #semiconductors"  
[X Link](https://x.com/dnystedt/status/1978730172191744406) [@dnystedt](/creator/x/dnystedt) 2025-10-16T07:50Z 39.1K followers, 13.9K engagements


"TSMC Arizona today (picture). Yesterday TSMC said it will buy a 2nd big piece of land nearby"  
[X Link](https://x.com/dnystedt/status/1978989591936872755) [@dnystedt](/creator/x/dnystedt) 2025-10-17T01:01Z 39.1K followers, 52.1K engagements


"TSMC will break ground Nov. X on its 1.4nm fab in Taichung central Taiwan an up to NT$1.5 trillion (US$49 billion) investment with pilot production set for late-2027 and mass production in 2nd half-2028 media report citing documents TSMC submitted to the Central Taiwan Science Park (CTSP). Authorities said the site will be handed over to TSMC by end-Oct. 1/5 $TSM $AAPL $NVDA $AMD $INTC"  
[X Link](https://x.com/dnystedt/status/1979440410742448145) [@dnystedt](/creator/x/dnystedt) 2025-10-18T06:52Z 39.1K followers, 6163 engagements


"Taiwan AI server giant Quanta raised its USA investment by another NT$5.86 billion (US$200 million) due to strong demand for AI servers media report. Quanta expects demand to remain brisk in the 4th quarter on robust shipments of Nvidia GB200-based servers and the ramp up of GB300 (Blackwell Ultra). $NVDA $TSM #Quanta"  
[X Link](https://x.com/dnystedt/status/1979441290183086145) [@dnystedt](/creator/x/dnystedt) 2025-10-18T06:55Z 39.1K followers, 7374 engagements


"Nvidia will be cast aside just like Micron. $NVDA $MU #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1979447276050461157) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:19Z 39.1K followers, 5854 engagements


"7/14 Building ChatGPTs chip expertise Brockman: weve been able to apply our own models to designing this chip which has been really cool. Weve been able to pull in the schedule weve been able to get massive area reductions you take components that humans have already optimized and just port compute into it and the model comes out with its own optimizations. And its very interesting. Were at the point now where I dont think any of the optimizations we have are ones that human designers couldnt have come up with like usually our experts take a look at it later and say yeah this was on my list"  
[X Link](https://x.com/dnystedt/status/1977989095407186220) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:45Z 39.1K followers, 57.6K engagements


"Nvidia may top Apple as TSMCs biggest customer this year accounting for 19-21% of TSMCs total revenue media report noting Nvidia AI chips and gaming GPUs now take up half of all TSMC CoWoS advanced packaging capacity. 1/2 $NVDA $AAPL $TSM #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1978260195592511812) [@dnystedt](/creator/x/dnystedt) 2025-10-15T00:42Z 39.1K followers, 27K engagements


"Intel wins 1st major 18A manufacturing process order from Microsoft for its AI accelerator. Original report from news site SemiAccurate run by Charlie. $INTC $MSFT"  
[X Link](https://x.com/dnystedt/status/1979443820044685353) [@dnystedt](/creator/x/dnystedt) 2025-10-18T07:05Z 39.1K followers, 15.1K engagements


"Taiwans Winbond and Nanya Tech are reaping a windfall from the shortage of DDR4 DRAM chips as memory giants SK Hynix Samsung and Micron focus on HBM chips for AI servers instead media report citing Winbond President Pei-Ming Chen who added 2026 revenue will challenge NT$100 billion (US$3.3 billion) and capex will hit NT$10 billion or more. #Winbond #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980088232592474249) [@dnystedt](/creator/x/dnystedt) 2025-10-20T01:46Z 39.1K followers, 4663 engagements


"Jensens first official visit to South Korea in 15-years"  
[X Link](https://x.com/dnystedt/status/1980094078374326526) [@dnystedt](/creator/x/dnystedt) 2025-10-20T02:09Z 39.1K followers, 2940 engagements


"TSMC and contract chip design partner Global Unichip have won bulk orders for base dies used with SK Hynixs next generation AI memory chips HBM4 (high bandwidth memory) media report to be made using TSMCs 12nm and 5nm processes. Tape out of the base die is expected in early 2025. The report says the HBM4 will be 16-layer (16 DRAM chips stacked vertically) and the base die is the key interface chip for the stack. $TSM #SKhynix #semiconductors"  
[X Link](https://x.com/dnystedt/status/1805062645089001779) [@dnystedt](/creator/x/dnystedt) 2024-06-24T02:17Z 39.1K followers, 21.9K engagements


"Gigabyte Technology said orders for AI servers extend into 2026 and it is expanding in a number of places to boost output including Brazil media report while its server assembly plants in the US Germany and Malaysia will open later this year. #AIservers"  
[X Link](https://x.com/dnystedt/status/1909069906429235706) [@dnystedt](/creator/x/dnystedt) 2025-04-07T02:25Z 39.1K followers, 5955 engagements


"Alchip Technologies the custom chip (ASIC) expert is hard at work on several 5nm/3nm chip products entering mass production including cases requiring TSMCs CoWoS advanced packaging with several 3nm/2nm projects in the design phase media report citing its chairman speaking at the annual shareholders meeting. Alchip is boosting investment in North America and focusing R&D on 2nm and A16 as well as 3D IC tech and IO solutions. $TSM $AVGO $MRVL #alchip #GUC #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1928282154498203996) [@dnystedt](/creator/x/dnystedt) 2025-05-30T02:47Z 39.1K followers, 6214 engagements


"Meta has placed big orders to Taiwan's Quanta Computer for customized AI servers based on its next-generation ASIC (own chip made with Broadcom) media report noting Chenming Electronic is making cabinets some liquid cooling parts and sidecars for the servers. The order is seen at up to 6000 cabinets shipped by year-end. 1/2 $META $AVGO #semiconductors"  
[X Link](https://x.com/dnystedt/status/1952168653908246889) [@dnystedt](/creator/x/dnystedt) 2025-08-04T00:44Z 39.1K followers, 28.2K engagements


"ASE Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million) to add new advanced packaging capacity as currently full media report due to strong demand for AI and HPC (high performance computing) chip packaging (2.5D 3D wafer-level packaging). ASE expects US$1 billion more revenue from advanced packaging than last year. It is also rapidly expanding advanced test capacity. $ASX $AMKR $TSM #semiconductors"  
[X Link](https://x.com/dnystedt/status/1955172538990071991) [@dnystedt](/creator/x/dnystedt) 2025-08-12T07:40Z 39.1K followers, 7050 engagements


"Three of Taiwans top AI server manufacturers announced nearly US$600 million in new or increased USA investments media report: -Compal Electronics: US$300M for server production -Quanta Computer: $170M to expand AI server production; $50M for quantum computing -Wistron: $62.5M to renovate a plant in Dallas Texas. #Texas #AIservers #semiconductors"  
[X Link](https://x.com/dnystedt/status/1955430296859607121) [@dnystedt](/creator/x/dnystedt) 2025-08-13T00:44Z 39.1K followers, 9176 engagements


"Amazons chip division is working with Taiwans Alchip on Trainium3 and Trainium4 to bring the chips to mass production on TSMC 3nm and 2nm processes respectively media report citing unnamed industry sources. Trainium3 will be in mass production in the 1st quarter of 2026. Trainium4 will follow later with Astera Labs on the I/O chips and Synopsys IP for 225G SerDes. 1/2 $AMZN $TSM $ALAB $SNPS $MRVL #Alchip #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1955807436646047882) [@dnystedt](/creator/x/dnystedt) 2025-08-14T01:43Z 39.1K followers, 28K engagements


"2/2 Commercial Times graphic shows Alchip and Marvell as Amazons current former ASIC partners"  
[X Link](https://x.com/dnystedt/status/1955807709795901742) [@dnystedt](/creator/x/dnystedt) 2025-08-14T01:44Z 39.1K followers, 5207 engagements


"2/3 DigiTimes says OpenAI and ByteDance will both have new chips in mass production next year and already have new chips under development for mass production in 2028"  
[X Link](https://x.com/dnystedt/status/1965300518299086853) [@dnystedt](/creator/x/dnystedt) 2025-09-09T06:25Z 39.1K followers, 1204 engagements


"3/3 The report also says Taiwans MediaTek has won AI inference ASIC chip orders from Google and Meta (also Broadcom customers) while Marvel and Alchip have orders from Amazon AWS Microsoft and Intel"  
[X Link](https://x.com/dnystedt/status/1965300574112678136) [@dnystedt](/creator/x/dnystedt) 2025-09-09T06:25Z 39.1K followers, 1289 engagements


"Orders for Nvidia GB300 AI servers are so big they are unimaginable said the head of Quanta Computers AI server business Mike Yang media report adding AI server shipments will peak in the 4th quarter this year while the 3rd quarter remains a transition period between old and new (GB300) products. 1/2 $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers"  
[X Link](https://x.com/dnystedt/status/1966749340577526032) [@dnystedt](/creator/x/dnystedt) 2025-09-13T06:22Z 39.1K followers, 125.4K engagements


"2/2 Quanta has expanded server production in the US Thailand Mexico to meet strong demand and continues to hire in those areas. He said Quanta remains bullish on AI server demand through 2027. Tariffs have forced Quanta to focus investments on its California Tennessee and Mexico operations this year with Mexico shipments to start in early 2026. $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers"  
[X Link](https://x.com/dnystedt/status/1966749419250086065) [@dnystedt](/creator/x/dnystedt) 2025-09-13T06:22Z 39.1K followers, 14.4K engagements


"Quanta Computer the Taiwan AI server giant said it is already in talks with Saudi Arabia on a sovereign AI project but will need US approval to move forward which an executive called a complex process media report adding he said governments around the world are actively investing in sovereign AI and GPU infrastructure including the US UK EU Saudi Arabia Singapore and China. $NVDA #semiconductors #quanta"  
[X Link](https://x.com/dnystedt/status/1967739902139023818) [@dnystedt](/creator/x/dnystedt) 2025-09-15T23:58Z 39.1K followers, 6437 engagements


"ASE Technology the chip packaging giant plans to install a fully automated 310x310mm PLP (Panel-Level-Packaging) advanced packaging trial production line and has asked for delivery by year-end from equipment makers and materials vendors media report. $ASX #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1968121980361773216) [@dnystedt](/creator/x/dnystedt) 2025-09-17T01:17Z 39.1K followers, 6805 engagements


"AI server maker Gigabyte Technology has already started shipping Nvidia GB300-based AI servers its chairman said media report and recent AI server shipments overall have been very good. Some major clients like Nebius and CoreWeave have recently won big orders. Shipments of Nvidia RTX XX high-end graphics cards have also been strong. $NVDA #gigabyte #AIservers #GB300 #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1968849691841638895) [@dnystedt](/creator/x/dnystedt) 2025-09-19T01:28Z 39.1K followers, 9797 engagements


"Nvidia supplier Ibiden the Japan semiconductor materials giant plans to expand production of key substrates needed for AI chip advanced packaging to a total of X facilities from X now by the end of March 2026 Nikkei Asia reports citing CEO Koji Kawashima as the company expects demand for substrates used in AI servers to nearly double this fiscal year versus last year. $NVDA #Ibiden #semiconductors"  
[X Link](https://x.com/dnystedt/status/1969928683113926709) [@dnystedt](/creator/x/dnystedt) 2025-09-22T00:56Z 39.1K followers, 8926 engagements


"Rumor: Dell has ordered AI server compute trays from Taiwan's Wistron with shipments of 5000 server racks this year potentially tripling to 12000 15000 racks in 2026 media report adding Wistron also joined Ciscos CSP ASIC switch supply chain. $DELL $CSCO #Wistron #AIservers"  
[X Link](https://x.com/dnystedt/status/1973207326191767934) [@dnystedt](/creator/x/dnystedt) 2025-10-01T02:04Z 39.1K followers, 7751 engagements


"Chinas Huawei says 5nm 7nm semiconductor production technology isnt important because computing power really counts and Huawei Clouds computing power is already 3-times that of Nvidias H20 chip media report citing Huawei Cloud CEO Zhang Pingan. 1/3 $TSM #semiconductors #Huawei"  
[X Link](https://x.com/dnystedt/status/1974383596279640286) [@dnystedt](/creator/x/dnystedt) 2025-10-04T07:58Z 39.1K followers, 111.3K engagements


"TSMCs massive GigaFab (Fab 22) in Kaohsiung south Taiwan may add another fab to total six for the most advanced 1.4nm (A14) production process media report with the total investment to exceed NT$1.5 trillion (US$50 billion). 1/5 $TSM $AAPL $QCOM $NVDA #AMD #semiconductors #Taiwan"  
[X Link](https://x.com/dnystedt/status/1975365313131851888) [@dnystedt](/creator/x/dnystedt) 2025-10-07T00:59Z 39.1K followers, 7096 engagements


"Amkor boosted its Arizona investment to $X billion from $X billion to build X advanced semiconductor packaging plants for clients including Apple and Nvidia its CEO said at a ground breaking ceremony. Amkor will work with TSMC on InFO and CoWoS at the plant. TSMC VP Jun He said Our collaboration in Arizona will provide customers with a streamlined domestic ecosystem designed to help define the future of local semiconductor manufacturing. $AMKR $TSM $AAPL $NVDA #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1975476194528403726) [@dnystedt](/creator/x/dnystedt) 2025-10-07T08:20Z 39.1K followers, 6645 engagements


"2/2 Third Quarter revenue and US$ at today rate Wistron (): NT$567.8 billion (US$18.6 billion) Quanta(): NT$495.3 billion ($16.2 billion) Wiwynn (): NT$266.8 billion ($8.7 billion) Inventec (): NT$176.3 billion ($5.8 billion)"  
[X Link](https://x.com/dnystedt/status/1976085222484738410) [@dnystedt](/creator/x/dnystedt) 2025-10-09T00:40Z 39.1K followers, 3018 engagements


"TSMCs 3rd quarter revenue rose XXXX% year-on-year to a fresh record high NT$989.9 billion (US$34.1 B) beating the guidance range of NT$922.2 billion - NT$957.0 billion (US$31.8 - $XX B). TSMC did not announce Q3 revenue. The figure is based on July-Sept monthly revenue. All US dollar figures are my own calculations. 1/3 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductor #Semiconductors"  
[X Link](https://x.com/dnystedt/status/1976159959713972299) [@dnystedt](/creator/x/dnystedt) 2025-10-09T05:37Z 39.1K followers, 9196 engagements


"2/3 TSMCs September revenue hit NT$330.98 billion up XXXX% year-on-year but down XXX% versus August. January through September revenue rose XXXX% year-on-year to NT$2.76 trillion ahead of guidance for XX% full-year revenue growth in 2025"  
[X Link](https://x.com/dnystedt/status/1976160556110446686) [@dnystedt](/creator/x/dnystedt) 2025-10-09T05:39Z 39.1K followers, 2324 engagements


"3/3 The Taiwan Stock Exchange requires companies to file monthly revenue statements. The above US$ figures are based on TSMCs foreign exchange rate guidance for the 3rd quarter: US$1 = NT$29.0 TSMC 3rd quarter revenue guide: US$31.8 billion - $XXXX billion New Taiwan dollar range: NT$922.2 billion - NT$957.0 billion $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/1976160626516033553) [@dnystedt](/creator/x/dnystedt) 2025-10-09T05:39Z 39.1K followers, 3116 engagements


"2/8 This year particularly in the last six months demand of computing has gone up substantially Nvidia CEO Jensen Huang told CNBC on Wednesday. Demand for Blackwell is really really high he added. $NVDA #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1976201568103043496) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:22Z 39.1K followers, XXX engagements


"4/8 AI server sales out of Taiwan in 2025 the dark blue line have been tracking well above prior years"  
[X Link](https://x.com/dnystedt/status/1976201780578173117) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:23Z 39.1K followers, XXX engagements


"5/8 Taiwans Big X the OGs of the AI server trend. September Revenue Foxconn NT$837.1 billion +14.2% year-on-year Wistron NT$203.4 billion +109.9% Quanta NT$184.1 billion +18.7% Wiwynn NT$86.3 billion +150.2% Inventec NT$60.6 billion +7.7% Gigabyte NT$28.0 billion +4.7% #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1976202024351109126) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:24Z 39.1K followers, XXX engagements


"8/8 Links: Taiwans Big X AI server makers: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Nvidia CEO Jensen Huang interview on CNBC CNBC interview of Jensen OpenAIs Sam Altman Greg Brockman OpenAI PR: AMD and OpenAI strategic partnership for 6GW of AMD GPUs Nvidia and OpenAI strategic partnership for 10GW of Nvidia GPUs SK Hynix Samsung join OpenAIs Stargate OpenAI Oracle Softbank expand Stargate with X new AI data center sites xAI: Wall Street Journal 10/5"  
[X Link](https://x.com/dnystedt/status/1976202481177862185) [@dnystedt](/creator/x/dnystedt) 2025-10-09T08:26Z 39.1K followers, 2763 engagements


"4/14 Importance of computing hardware OpenAI President Greg Brockman: Years ago. we really saw if you scale it by 2x then suddenly your agent is 2x better and its like okay we have to push this to the limit"  
[X Link](https://x.com/dnystedt/status/1977988691370066158) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:43Z 39.1K followers, 2224 engagements


"5/14 Semiconductors Sam: To zoom out a little bit if you simplify what we do in this whole process to you know melt sand run energy through it and get intelligence out the other end - youre not literally melting sand but its a nice visual Broadcom CEO Hock Tan (laughing): Thats a good one. I like that. Sam: What we want is the most amount of intelligence we can get out of each unit of energy because that will become the gate at some point. I hope what this whole process will show us (is) from the model we design to the chip to the rack we will be able to wring out so much more intelligence"  
[X Link](https://x.com/dnystedt/status/1977988849633796407) [@dnystedt](/creator/x/dnystedt) 2025-10-14T06:44Z 39.1K followers, 2241 engagements


"2/2 The report also notes TSMCs entire 5nm capacity is full due mainly to mass production of Nvidia B300 series GPUs headed for AI servers. The DGX Spark's GB10 chip does not use CoWoS advanced packaging so takes less time to make. $NVDA $TSM"  
[X Link](https://x.com/dnystedt/status/1978265817436336568) [@dnystedt](/creator/x/dnystedt) 2025-10-15T01:04Z 39.1K followers, 5998 engagements


"Foxconn Chairman Young Liu said AI is still in very early stages has tremendous potential and is not a bubble media report. He said OpenAI CEO Sam Altmans goal to build X GW of AI data center capacity a week and X GW costs US$50 billion shows the massive size of the AI market. Foxconn is the worlds biggest AI server maker. Its market value was NT$3 billion at IPO in 1991 but is NT$3 trillion today. #Foxconn #AIservers"  
[X Link](https://x.com/dnystedt/status/1978627718750359825) [@dnystedt](/creator/x/dnystedt) 2025-10-16T01:03Z 39.1K followers, 5698 engagements


"6/ TSMC Q3 revenue by Geography North America XX% vs XX% in Q2 China X% vs X% Asia Pacific X% flat Japan X% flat EMEA X% flat"  
[X Link](https://x.com/dnystedt/status/1978702869558665410) [@dnystedt](/creator/x/dnystedt) 2025-10-16T06:01Z 39.1K followers, 1926 engagements


"7/ TSMC Q3 Capex Capital expenditures US$9.70 billion versus $9.63B in Q2 Capex totals $XXXXX billion thru Q3"  
[X Link](https://x.com/dnystedt/status/1978702970158985272) [@dnystedt](/creator/x/dnystedt) 2025-10-16T06:02Z 39.1K followers, 2298 engagements


"@pstAsiatech @Jukanlosreve True. For AI though HBM3e/4 in Taiwan"  
[X Link](https://x.com/dnystedt/status/1979003462693027856) [@dnystedt](/creator/x/dnystedt) 2025-10-17T01:56Z 39.1K followers, XXX engagements