[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.]

[@rwang07](/creator/twitter/rwang07)
"@lokoyacap I was simply running out of K-drama to watch on netflix and accidentally clicked in and turns out pretty good 😭"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947077331366842763) 2025-07-20 23:33:05 UTC 14K followers, XXX engagements


"Interesting. So Digitimes suggests that there is some pull-in effect of GB200 according to supply chain. The supply chain further explains that in response to reciprocal tariffs imposed by the Trump administration clients aggressively stocked inventory in the first half of the year"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947252954123125080) 2025-07-21 11:10:57 UTC 14K followers, 1111 engagements


"Xiaomi's AI Glasses. The Xiaomi AI eyewears image and video capture quality was among the best in China thanks in large part to the companys experience and edge in developing smartphone imaging systems Pan added. Li tried other AI glasses including the famed Ray-Ban Meta glasses which were also capable of photo and video shooting but Xiaomis integration of the XiaoAI assistant and its interconnectivity with other Xiaomi products helped it stand out from other AI eyewear he said"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944353278260556125) 2025-07-13 11:08:40 UTC 14K followers, 2019 engagements


"3) B30 Upside (rough estimate): Assume $NVDA ships XXX million units (some estimate from the street is 2M) over the next XX months (roughly 375K per quarter) and assuming an ASP of $7000 that equates to $XXXXX billion in additional quarterly revenue. Together that is about quarterly 7.625B - 8.625B upside revenue for $NVDA in coming quarters. Of course the number could be different based on the estimate of shipment. I am optimistic given the significant compute and inference demand coming out from China is quite likely and if you have been following China's AI development the demand should be"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944964149672317234) 2025-07-15 03:36:03 UTC 14K followers, 2046 engagements


"$INTC may be planning further layoffs in Oregon. So far the company has already reportedly cut at least 5400 jobs in the state since August reducing its local workforce to around 18000the lowest level in over a decade"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946531472849994181) 2025-07-19 11:24:02 UTC 14K followers, 13.9K engagements


"The more I think about it the more impressive I think $TSM is in Q2. $TSM adsorb about basically XXX basis points of margin challenges (FX + overseas fabs) but gross margin only drop XXX% QoQ (how). $TSM management has highlighted six profitability drivers: technology leadership technology development and rampup pricing capacity utilization cost reduction technology mix and foreignexchange rates. Five of these six factors appear to be propelling margins underscoring the strength of $TSM's key pillars and saying a lot about the companys competitiveness. These five factors were explained"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946394648173220298) 2025-07-19 02:20:21 UTC 14K followers, 5553 engagements


"$NVDA-MediaTek co-develop GB10 chip (for DGX Spark) is now reportedly entering massive shipment with associated end products (DGX Spark) set to launch sequentially soon. The previous announced partner including $DELL $LNVGY $HP GigaByte ASUS Acer MSI are expected to start shipping DGX Spark in July. I believe it may still take some time before the product gains better visibility in the market given the time needed for product promotion and shipment. Yes this will TAKE TIME. This should be the first personal AI supercomputer that $NVDA has first shipped and is one of key product that announced"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942322788196401495) 2025-07-07 20:40:13 UTC 14K followers, 1285 engagements


"BIG: China Halts XXX% Tariffs on Semiconductor from the United States 1/2 According to the customs declaration system "Single Window" (on April XX 2025 the declared tax calculation shows that customs will cease the additional XXX% tariff on integrated circuits under HS code 8542 originating from the United States. For other goods the additional XXX% tariff will still temporarily follow the stipulations in Tax Commission Announcement No. X of 2025 and General Administration of Customs Announcement No. XX of 2025"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1915373035781067238) 2025-04-24 11:51:32 UTC 14K followers, 252.1K engagements


"I note this possibility a 1-2 weeks ago. See point X. "Lastly few key events to watch beside possibility of Trump's visit in China. APEC Summit (October 28-31 in South Korea) and G20 Summit (November 22-23 in South Africa).""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946942722582966697) 2025-07-20 14:38:12 UTC 14K followers, 1662 engagements


"There is certainly an increasing interests among investors on some of Chinese companies in field of AI humanoid and robotics and some AI consumer-facing application"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946163941433819387) 2025-07-18 11:03:36 UTC 14K followers, XXX engagements


"WSJ cited people familiar with the matter that "Chinese Vice Premier He Lifeng drove a hard bargain by asking the U.S. side to loosen restrictions significantly on the sale of technology and other products to China""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1932614246505791497) 2025-06-11 01:41:57 UTC 14K followers, 23K engagements


"Goldman Sachs: "we believe HBM pricing could decline for the first time in 2026 with increasing competition and pricing power gradually shifting to the major customer where Hynix has an outsized exposure. We lower our HBM estimates for 2026 on the back of double-digit% HBM pricing decline for next year and believe the company OP for next year will decline yoy .""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946170779613139413) 2025-07-18 11:30:46 UTC 14K followers, 1326 engagements


"Morgan Stanley suggests that substantial shipments of AVC's cold plate module ramp up for GB200/GB300 server racks and ASIC AI server projects. It's important to know that AVC (Asia Vital Components) is NOT ONLY the supplier of $NVDA racks but also $AMZN. So the "ASIC AI Servers" project mentioned here is likely to be Trainum-series ASIC (T2 which might "live longer" given slower-than expected development of 3nm T3 likely 2026) Some might wonder why not $GOOGL This is because the cold plate module suppliers for $GOOGL should be Cooler Master Furukawa Boyd to author's understanding (let me"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942398281918697846) 2025-07-08 01:40:13 UTC 14K followers, 2818 engagements


"Two Key Issues Undercut Huawei Ascend 910C's Advancement to Break Nvidia's Dominance Major Chinese tech firmsincluding ByteDance Alibaba and Tencenthave not committed to large-scale purchases of Huawei's AI chips according to The Information via Wccftech. Current adoption of the Ascend 910C remains largely confined to state-owned enterprises and municipal agencies highlighting its limited penetration into the broader commercial tech sector. A major obstacle for Huawei is the deep-rooted reliance on Nvidia's CUDA ecosystem which many Chinese tech giants have heavily invested in over the years."  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930957302544154767) 2025-06-06 11:57:51 UTC 14K followers, 2951 engagements


"South Korea media reported that the process yield of Samsung Electronics' 1c DRAM has reportedly surpassed XX% citing industry source. This is great and significant for Samsung if confirmed. Time will tell"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946155915905790193) 2025-07-18 10:31:42 UTC 14K followers, XXX engagements


"Well. $AVGO rescinded investment plan in Spain"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944709083421921779) 2025-07-14 10:42:31 UTC 14K followers, 2100 engagements


"Xpeng and its self-developed chip Turning. Goldman Sachs: XPeng will make Turing AI chips standard features for more premium vehicle models vs. G7 and will consider making it available for future MONA series models. According to management it took four years with R&D expenses of several 10bn of Rmb each year to develop Turing AI chips. Management expects 3-4 years of life cycle for the first generation of Turing chips targeted at L2+/L3 autopilot robots and flying cars;"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945342867041300810) 2025-07-16 04:40:56 UTC 14K followers, 3465 engagements


"Some more detailed on $ASML's revenue sources"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946162225388920900) 2025-07-18 10:56:47 UTC 14K followers, 1709 engagements


"Interesting context from Chosun and Seoul Economic Daily. 1) Chosun Biz (cited industry source): ASICs make up just XX% of HBM shipments 2) Micron hasnt officially named the other two customers its ASIC clients are believed to include $AVGO $MRVL and $AMZN. $MRVL & $AMZN should have more than one suppliers for HBM"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947098419220431022) 2025-07-21 00:56:53 UTC 14K followers, 2822 engagements


"Over half of U.S. adults are using OpenAI and $GOOGL's chatbots as their AI assistant. $META $AMZN and $AAPL follow. Claude has much lower usage amount U.S adults which is very interesting (of course we can discuss the methodology). Source: Menlo Ventures"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942552538169090288) 2025-07-08 11:53:10 UTC 14K followers, 13.1K engagements


"Taiwanese OEM's shipment schedule for $NVDA GB300 by Economic Daily. 1) Hon Hai (Foxconn): GB300 servers are currently under testing and are expected to begin shipping in 2H25 2) Quanta: GB300 is in the testing and customer validation phase. The shipments are expected in September. 3) WiWynn: Following NVIDIA's schedule GB300 shipments are expected to begin preparation in August or September. 4) Inventec: Focusing on the initial version of the B300 platform shipments are expected to begin by the end of Q3"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1939470664257126796) 2025-06-29 23:46:54 UTC 14K followers, 1976 engagements


""Another reason why Apple is embracing foldables now: The format has become especially popular in China a market where the company is eager for a turnaround.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946927772649001135) 2025-07-20 13:38:47 UTC 14K followers, 2658 engagements


"3) B30 Upside (rough estimate): Assume $NVDA ships XXX million units (some estimate from the street says 2M) over the next XX months (roughly 375K per quarter) and assuming an ASP of $7000 that equates to $XXXXX billion in additional quarterly revenue. Together that is about quarterly 7.625B - 8.625B upside revenue for $NVDA in coming quarters. Of course the number could be different based on the estimate of shipment. I am optimistic given the significant compute and inference demand coming out from China is quite likely and if you have been following China's AI development the demand should"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944962365994197483) 2025-07-15 03:28:58 UTC 14K followers, XXX engagements


"This ecosystem infographic of China building its own "ASML" is interesting too"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946931449321386009) 2025-07-20 13:53:24 UTC 14K followers, XXX engagements


"Jensen Huang: Models like DeepSeek Alibaba Tencent MiniMax and Baidu Ernie bot are world class developed here and shared openly and have spurred AI developments worldwide"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946177414482039160) 2025-07-18 11:57:08 UTC 14K followers, XXX engagements


"50% of $META's Super Intelligence team are from China"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946728992997859334) 2025-07-20 00:28:55 UTC 14K followers, 5235 engagements


"Few excerpts below on TSMC exiting GaN production and BYD. "TSMC has confirmed that it will phase out its gallium nitride (GaN) foundry operations within two years which is expected to shake the industry given its role as the global leader in GaN wafer fabrication. The move has drawn attention to Navitas Semiconductor a key TSMC GaN client that first disclosed the exit before TSMC confirmed it. Navitas now parting ways with its long-time partner is actively searching for alternative foundry partners. While speculation has centered on orders shifting to Powerchip Semiconductor Manufacturing"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943636437464756684) 2025-07-11 11:40:12 UTC 14K followers, 1061 engagements


"Fantastic details behind $SNPS - $ANSS deal amid geopolitical uncertainties explained by $SNPS CEO. "Its important for Synopsys to have access to both markets to continue leading." @Synopsys @ANSYS"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945997176259125652) 2025-07-18 00:00:56 UTC 14K followers, 1493 engagements


"@MooreMorrisSemi Trainium X looks like it has more problems than TPU.and does MDK delay that much Late 2026"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1921217034282573855) 2025-05-10 14:53:30 UTC 14K followers, XXX engagements


"6 percent sounds few but it's a 465B market.so that's is about 27.9B 😯"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945340343995560252) 2025-07-16 04:30:55 UTC 14K followers, XXX engagements


""In a sign of Altmans rising influence he will be the keynote speaker at a Federal Reserve conference later this month addressing central bankers about AIs impact on the economy.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946175310828863995) 2025-07-18 11:48:46 UTC 14K followers, XXX engagements


"2) H20 Upside (rough estimate): If we assume $NVDA ships 500K units (fair estimate I think) in the coming quarter at an average ASP of $10K$12K that translates to 5-6 billion in potential revenue"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944964148019843182) 2025-07-15 03:36:03 UTC 14K followers, 1147 engagements


"Interesting but make a lot of sense. $TSM CEO C.C. Wei: And today let me share with you we are using the N7 capacity to support N5 because the N5 is too tight. And then we are converting N5 to N3as you just pointed out"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945887579074662608) 2025-07-17 16:45:26 UTC 14K followers, XXX engagements


"Report: Quanta posted its strongest May revenue driven by strong AIserver and notebook shipments. Quanta Computer reported consolidated revenue of NT$160.242 billion for May up XXXX % monthonmonth and XXXXX % yearonyear. Benefiting from a rampup in NVIDIA GB200 AI server shipments and rising notebook demand the figure marks the companys secondhighest monthly total everand its strongest May on record. Despite headwinds from a stronger New Taiwan dollar Quantas revenue continued to grow. Cumulative sales for the first five months reached NT$799.925 billionjust shy of the NT$800 billion"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1932156703199674839) 2025-06-09 19:23:50 UTC 14K followers, 2681 engagements


"NVIDIA today unveiled NVIDIA NVLink Fusion new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with NVIDIA NVLink the worlds most advanced and widely adopted computing fabric. MediaTek Marvell Alchip Technologies Astera Labs Synopsys and Cadence are among the first to adopt NVLink Fusion enabling custom silicon scale-up to meet the requirements of demanding workloads for model training and agentic AI inference. Using NVLink Fusion Fujitsu and Qualcomm Technologies CPUs can also be integrated with NVIDIA GPUs to build"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1924313072090382405) 2025-05-19 03:56:03 UTC 14K followers, 14.8K engagements


"tag link here since I think authors of this piece would love more attention and reads:"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946932097374879848) 2025-07-20 13:55:58 UTC 14K followers, XXX engagements


"$NVDA-MediaTek's 3nm C-X1 automotive chip is reportedly likely to ramp up noticeably in 1H26 and projected to contribute to MediaTek's revenue in 2026"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946012180945531184) 2025-07-18 01:00:33 UTC 14K followers, 1299 engagements


"Keybanc Capital Markets: " $INTC current 18A yield has reached XX% an improvement over the previous quarters XX% closely trailing $TSM 2nm yield (65%) and surpassing Samsungs SF2 yield (40%)." Keybanc projects that Intel's 18A yield could reach XX% by Q4 2025"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945455886324887927) 2025-07-16 12:10:02 UTC 14K followers, 2917 engagements


"Nah CXMT bros are something else. Digitimes reported that CXMT DDR5/LPDDR5 samples it recently sent out have passed testing and are almost on par in quality with those of Nanya Technology. If this is true this is not "raise concern' but war time mode for Nanya lol"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947478935064687070) 2025-07-22 02:08:55 UTC 14K followers, 5369 engagements


"Very interesting research by Morgan Stanley on TCO to inference. $NVDA's TCO to inference is mostly much higher than the offerings by ASICs but it remained the BEST compute offering on the market"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943419926183891196) 2025-07-10 21:19:52 UTC 14K followers, 2042 engagements


"Morgan Stanley: Alchips 3nm project win was partially acknowledged by Marvell. At its recent earnings call Marvell management was still confident in next generation Trainium3 at AWS though acknowledging there could be some uncertainties From Asia's supply chain we have only seen one tape-out of 3nm from Alchip so far: While we dont know how to reconcile the Marvell 3nm vs. Alchip 3nm debate TSMCs 2026 CoWoS capacity booking this July should provide key evidence of who wins more share $MRVL $AMZN"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929696161448812577) 2025-06-03 00:26:31 UTC 14K followers, 10.8K engagements


"Digitimes today reported that $NVDA has begun limited production of its next-generation AI server platform the GB300 (or Blackwell Ultra) with volume shipments expected to ramp up starting in September 2025 according to sources in the supply chain. We noted this few weeks earlier (to our client and include it in our recent coverage on $CRWV $DELL and $NVDA) at @TheFuturumGroup @FuturumEquities"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946157754713829850) 2025-07-18 10:39:01 UTC 14K followers, 17.7K engagements


"Goldman Sachs: Hesai has gained exclusive design-wins from a top European OEM on a multi-year program and expects shipment starting from high-end vehicle models in 2026 and then mid-end vehicle models in 2027. The company has obtained X POC (Proof of Concept) programs with X global OEMs and tier-1 suppliers"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945343168477643060) 2025-07-16 04:42:08 UTC 14K followers, 1336 engagements


"Malaysia will now require permits for exports of high-performance U.S. AI chips. Individuals and companies must notify the government at least XX days prior to exporting or shipment AI chips. $NVDA"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944706920519967058) 2025-07-14 10:33:55 UTC 14K followers, 11.1K engagements


"Three points on Hanmi Semiconductor and TCB equipment from JP Morgan. 1) Faster HBM ramp from key customers SK Hynix $MU that necessitates equipment upgrades. 2) Revise up SK Hynix/ $MU capacity to reflect HBM supply tightness from Samsungs delayed qualification and inch up Hanmi wallet share by 5-10ppt to reflect higher share gains in HBM4. 3) HBM4 production will pick up in Q4 XX and Q1 26"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942764236335124674) 2025-07-09 01:54:23 UTC 14K followers, 1825 engagements


"Alchip and Marvell. Stop the false narrative"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929568266277543976) 2025-06-02 15:58:18 UTC 14K followers, 2072 engagements


"Macquarie on Alchip and $MRVL: "In response to questions of its Taiwanese competitor also potentially having a 3nm project with same customer Marvell said that it is possible and likely that the customer""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929883061014946190) 2025-06-03 12:49:11 UTC 14K followers, 2117 engagements


"Some update on Hon Hai (Foxconn) GB300 and $NVDA. Taiwan's OEM/ODM Hon Hai has reportedly secured orders from $CRWV and is preparing shipmentslikely in Q4 2025for $NVDA's GB300 (Blackwell Ultra). The Q4 timeline of shipment should apply to most OEMs although specific date and ramp up speed are likely varied. Q4 initial shipment so far has reported less concerns but Q1 2026 remain uncertain. The company has also reportedly expanded its production capacity in the U.S. through an additional $XXX million investment in its subsidiary (author's understand is this is reported in March 2025) Ingrasys"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1941994911030489317) 2025-07-06 22:57:21 UTC 14K followers, 8979 engagements


"LOL. "Google and OpenAI discussed an arrangement for months but were previously blocked from signing a deal due to OpenAI's lock-in with Microsoft a source had told Reuters.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946169051887153286) 2025-07-18 11:23:54 UTC 14K followers, 1042 engagements


"AI remains unsurprisingly the most important growth driver for TSMC. HighPerformance Computing (HPC) now accounts for about XX % ($18B) of the companys revenue up from XXXX % in the previous quarter. Some "key AI demand" quotes: 1) "Looking into second half of 2025 we have not seen any change in our customers' behavior so far." 2) "We also see AI demand continuing to be strong. including the rising demand from sovereign AI. Therefore we now expect our full year 2025 revenue to increase by around XX% in U.S. dollar terms supported by strong demand for our industry-leading 3-nanometer and"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946153659542233352) 2025-07-18 10:22:44 UTC 14K followers, XXX engagements


"SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off GroundWSJ A must read here. Interesting"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947430016943358105) 2025-07-21 22:54:32 UTC 14K followers, 30.1K engagements


"Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930231897130500417) 2025-06-04 11:55:20 UTC 14K followers, 7934 engagements


"@Alex_Intel_ Also I think despite higher cost I think 18A is not a "bad" node and should work fine for internal product line. Vertical edge should also offset some costs too And essentially 18A is NOT designed for external customers"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947477676434067708) 2025-07-22 02:03:55 UTC 14K followers, XXX engagements


"Management is confident on DRAM roadmap and associated future increase of EUV intensity (said it will simply the manufacturing process). See #2"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945481309725331826) 2025-07-16 13:51:04 UTC 14K followers, 1873 engagements


"Goldman Sachs on Global Data Center: "Little has changed in terms of the health of supply/demand in the short term - occupancy rates remain at or near record highs for third-party leased datacenter facilities across most US markets and our own checks suggest that inflationary pressure on build costs are more than offset by rising lease pricing.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946170205400375350) 2025-07-18 11:28:29 UTC 14K followers, XXX engagements


"Between two foundries' leading edge node: Less density but more expensive 🤯"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947469165427605854) 2025-07-22 01:30:05 UTC 14K followers, 2436 engagements


""According to reports Micron's custom-produced LPDDR5X for SOCAMM modules began small-scale packaging by Powertech Technology Inc. (PTI) in Q1. Mass production in Q2 with shipments expected to remain strong in Q3. It is estimated that next-generation AI servers will be equipped with four SOCAMM modules which translates to approximately XXX LPDDR5X chips per server. The market anticipates that demand for high-end LPDDR5X packaging will continue to grow steadily.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1935806696976531960) 2025-06-19 21:07:36 UTC 14K followers, 2944 engagements


"BIG: Trump might visit China between October XX and November X before APEC Leaders' Summit in South Korea SCMP reported. See my note below. *Nothing surprise here. The key is whether two countries can keep up the momentum"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946942719512965219) 2025-07-20 14:38:11 UTC 14K followers, 12.9K engagements


"$AAPL vs. Huawei Smartphone Market Share in China. Very close in term of market share. Source: Citi"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945335784887722413) 2025-07-16 04:12:48 UTC 14K followers, 1342 engagements


"$AMZN cut at least hundreds of jobs in its AWS cloud computing unit on Thursday two sources said"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946011399919997157) 2025-07-18 00:57:27 UTC 14K followers, 1850 engagements


"Interesting follow up detail by Reuters. See: "Chinese companies have scrambled to place orders for the chips which Nvidia would then need to send to the U.S. government for approval the sources familiar with the matter said. They added that internet giants ByteDance and Tencent are in the process of submitting applications. Central to the process is a "whitelist" put together by Nvidia for Chinese companies to register for potential purchases one of the sources said.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945092985558827192) 2025-07-15 12:08:00 UTC 14K followers, 7179 engagements


"Bernstein estimated that Huawei's Ascend 910C will ship 350k units of 910C and 910B respectively in 2025. If the estimate is true that's total 1.05M (700K + 350K) logic die production capacity from Huawei & SMIC. Another interesting thing is Huawei & SMIC production capacity could be higher if it includes the Ascend production for internally workload (e.g. Huawei Cloud)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947007718751121479) 2025-07-20 18:56:28 UTC 14K followers, 2129 engagements


"Report: Foxconn invests nearly NT$1.7 billion to secure usage rights for two Texas plants boosting AI server production capacity. Hon Hai announced that its subsidiary Foxconn Assembly LLC has reached an agreement with TDC Innerbelt NW XX Partners LLC to secure the leasehold rights to two factory buildings in Houston Texas totaling 601600 square feet. The leases run for XXX months and XXX months respectively. Hon Hai said the space is being taken to meet operational needs. In late November 2024 Hon Haialso on behalf of Foxconn Assembly LLCdisclosed a US $XXXXXX million (about NT$10.7 billion)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930081849084203244) 2025-06-04 01:59:06 UTC 14K followers, 1137 engagements


"Few notable (but unsurprising) excepts from this @NikkeiAsia piece (great one btw) on Chinese semiconductor industry. Nothing "crazy" here but great context to confirm and reexamine. 1) CXMT and YMTC have replaced foreign tools used for etching measurements deposition chemical polishing and more with domestic alternatives. 2) SMIC and CXMT have experienced significant yield loss due to the use of domestic equipment something global chipmakers typically try to avoid Nikkei Asia has learned. Notably this HAS NOT stopped them from continuing their trials. 4) Chinese lithography is nowhere close"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946931447236829461) 2025-07-20 13:53:23 UTC 14K followers, 3950 engagements


"Interesting.$AAPL is reportedly pushed back the release of M5-based 14' and 16' MacBook pro from late 2025 to early 2026"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943393242440954191) 2025-07-10 19:33:50 UTC 14K followers, 2179 engagements


"Morgan Stanley: we are confident that Alchip is the ONLY SOURCE for ( $AMZN) Trainium3 XPU and will start small production at the end of 2025. *read this few days ago but forgot to share sorry"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1940587569697509382) 2025-07-03 01:45:05 UTC 14K followers, 17K engagements


"My understanding is Hon Hai has exclusive orders for $AAPL's foldable phone business (without surprise most production will from China/India). This should be the upside risks for Hon Hai coming in 2026. $AAPL's push for foldable phone could potential incentives new phone replacement cycle coming in 2026 as long as likely improve overall sentiment on foldable phone offered by other brands in the medium term. Other key supplier for $AAPL's foldable phone you should watch: 1) 3D-printed titanium alloy: Shin Zu Shing (Lingyi iTech could be another player but unconfirmed for now) 2) Small"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942176022016745855) 2025-07-07 10:57:02 UTC 14K followers, 2942 engagements


"China's State Administration for Market Regulation Grants Conditional Approval for Synopsys to Acquire Ansy $SNPS $ANSS No more macro headwinds"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944704363731034364) 2025-07-14 10:23:45 UTC 14K followers, 4644 engagements


"WSJ's Heard on the Street: Oracle Is No Longer AIs Dark Horse"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946178220102922478) 2025-07-18 12:00:20 UTC 14K followers, XXX engagements


"My man always has the "scoop." MediaTek's SerDes ok"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947262373464601052) 2025-07-21 11:48:22 UTC 14K followers, 4473 engagements


"Very intrigued by the fact that $ASML management deflected to comment on 26' several times"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945499359941890255) 2025-07-16 15:02:47 UTC 14K followers, 3838 engagements


"Interesting. Goldman Sachs downgraded its investment opinion on SK hynix to 'neutral' on this day. While demand for HBM is expected to remain solid in the long term it noted a likelihood of price declines due to competition starting in 2026. This indicates that pricing power would shift from suppliers to customers. Goldman Sachs said 'SK hynix's operating profit for 2026 is expected to decrease compared to this year' adding that 'considering the performance risks it is shifting to a conservative stance as the stock price has already risen significantly.'"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945664454806351968) 2025-07-17 01:58:49 UTC 14K followers, 16.8K engagements


"Report: China's 28nm foundry capacity to hit XX% by 2027 as SMIC HLMC Nexchip ramp up China is rapidly expanding mature-node chip production at key sites including SMIC's fabs in Beijing Shenzhen Shanghai Lingang and Xiqing; Hua Hong Semiconductor's phase-two 12-inch fab in Wuxi; Nexchip Semiconductor's N3 facility; and the second-phase 12-inch project by Beijing Yandong Micro Electronic. With these ongoing investments analysts estimate China's global share of 28nm capacity could exceed XX% by 2027. Omdia reports that while mature-node expansion is sluggish outside China domestic foundries"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1919499366953324713) 2025-05-05 21:08:06 UTC 14K followers, 2793 engagements


"Few points on $NVDA lift of H20 ban H20 and B30 upside and policy implications 🧵 1) The surging AI inference and compute demand from China: Much of Chinese compute and inference has yet to be reflected in $NVDA s reported numbers. I believe given the pace of Chinese AI development I think the compute and inference demand in 2H25 and Q1 2026 will be even greater than late 2024 and Q1 2025 (we see how compute growth plays out in 1H25 globally)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944964146094612981) 2025-07-15 03:36:02 UTC 14K followers, 38.5K engagements


"Spent a bit of my afternoon on Fox Business. That was fun. Also spend my time wrapping up writings on Micron and Samsung-Synopsys lol"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1939885117767377086) 2025-07-01 03:13:48 UTC 14K followers, 5641 engagements


"Goldman Sachs Takeaways from COMPUTEX Hon Hai (Foxconn) and AI Servers. X. AI servers in various architecture. Hon Hai showcased AI servers in various architecture across air / liquid-cooled baseboard-based and rack-level for example: GB300 NVL72 rack-level AI servers HGX B300 baseboard-based AI servers MGX 4U air cooling server etc. covering clients needs across large / mid / small-scale entities. The MGX AI servers offers modular design with flexibility in memory / storage and easier change on GPUs attractive to small-scale companies. Apart from full systems the company also exhibited AI"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1926635013426041038) 2025-05-25 13:42:37 UTC 14K followers, 7026 engagements


"The most interesting message from the earnings call yesterday wasn't the fact that $TSM's advanced node (7nm) account XX% (73% in Q1) but the fact that management imply the supply dynamic of 3nm and 5nm remain very tight moving forward"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946151918222368838) 2025-07-18 10:15:49 UTC 14K followers, 1580 engagements


"Alchips 3nm Chips (likely Include $AMZN AWS Trainium 3)Set for Small-Batch Production by Late 2025 Full Ramp in 2026AIchip Chairman and General Manager Johnny Shen The company expects small-batch shipments to begin by the end of 2025 with full-scale mass production set for 2026. This next-generation chip has drawn significant market attention with order volumes projected to exceed those of the prior 7nm generation. Additionally due to the upgraded process node the average selling price has increased significantly. Alchip holds a positive outlook on the projects contribution to its business."  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1928201732548612428) 2025-05-29 21:28:11 UTC 14K followers, 3281 engagements


"$TSM AZ P2's construction is already complete. Schedule for volume production accelerating as expected"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945827234343792801) 2025-07-17 12:45:39 UTC 14K followers, 1281 engagements


"MediaTek reports it June revenue of NT$56.434B (up XXXX% MoM and up XXXX% YoY). This is highest monthly revenue in past XX months. Including its June revenue MediaTek surpasses the previously guided revenue (NT$147.2B to NT$159.4B) with NT$150.368B revenue (up XXXX% YoY and down XXX% QoQ). Q2 XX is firm's 3rd highest quarterly revenue in history. For 1H25 as a whole MediaTek reports NT$303.681B revenue (up XXXX% YoY). Shouldn't be a bad quarter for MTK:) I am more looking forward to MTK in 2026. *US : TWD = X : 32.5"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943437370868551759) 2025-07-10 22:29:11 UTC 14K followers, 1201 engagements


""To be honest most domestically built equipment still can't match the performance of leading international solutions" said one Chinese chip equipment executive. "But at this stage chipmakers have no choice. They need to use them as a baseline and keep giving them a chance even if it means risking impacts on production quality.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946931849390899322) 2025-07-20 13:54:59 UTC 14K followers, 2629 engagements


"Morgan Stanley: The US AI companies NVIDIA AMD and Broadcom look likely to receive licenses to ship to China at levels consistent with the prior threshold"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947247066335330305) 2025-07-21 10:47:33 UTC 14K followers, 15.7K engagements


"$TSM CFO Wendell Huang was on Bloomberg earlier today. Some key points (nothing much deviated from earnings call): 1) Currency volatility is "big uncertainty" to margin 2) It will take years for the US to achieve that. TSMC relies on hundreds of partners in Taiwan to supply the raw materials and services needed in chipmaking a giant network that takes time to replicate because of cultural differences and cost gaps. It takes Taiwan a few decades to build up this whole ecosystem. It will take a long time to build that kind of ecosystem in the US. 3) Macro uncertainties (currency + tariffs) keep"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946166268928901571) 2025-07-18 11:12:51 UTC 14K followers, 1555 engagements


"Report: Apple supplier Yageo says bid for Japan's Shibaura is a 'win-win' Taiwanese electronics supplier Yageo says its acquisition of Japanese peer Shibaura Electronics would be a "win-win" for the makers of passive components used in everything from AI servers and cars to satellites. Yageo a key Apple and Nvidia supplier has been attempting to acquire Shibaura to bolster its AI and automotive solutions portfolio. "We are now having a product portfolio with almost XX% of all passive electronics components on the printed circuit boards for all types of global electronics devices and"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1931555694278303964) 2025-06-08 03:35:38 UTC 14K followers, XXX engagements


"Delta Electronics has been the key power suppy and cooling provider for $NVDA $GOOGL (TPU) and $AWS (Trainium). In June Delta Electronics reported NT$42.208 billion representing a XXXX% month-over-month increase and a XXXXX% year-over-year increasemarking the second-highest monthly revenue on record Delta achieve a new quarterly high revenue ($124.03B XXX% QoQ and XXXX% YoY) in Q2 with first-half revenue also hitting a record for the same period (T$242.954 billion up XXXXX% YOY). The AI severs continue to be the key driver for companies growth with ramp-up of NOT ONLY $NVDA's GB200 but also"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943087156034998453) 2025-07-09 23:17:33 UTC 14K followers, 7800 engagements


"U.S.-ROK trade negotiation update. South Korean Trade Minister Yeo Han-koo said South Korea was seeking to avoid "unfair" U.S. tariffs on sectors key to its industrial prowess that would undermine industrial cooperation with its main security ally and trading partner media reports said. "I believe it's possible to reach an agreement in principle in the U.S. tariff negotiations and then take some time to negotiate further" the Newsis news agency quoted Yeo as telling local media reporters. "Twenty days are not enough to come up with a perfect treaty that contains every detail" he added"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944710644587995291) 2025-07-14 10:48:43 UTC 14K followers, 1114 engagements


"Wow. Nomura wrote "Our recent industry checks suggest a likely slower CoPoS development pace at TSMC and the volume production timeline could be delayed until 2H29F vs TSMCs guidance of 2027E" $TSM"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945346753890341129) 2025-07-16 04:56:23 UTC 14K followers, 17.9K engagements


""Together they represent a wave of fundraising that hasnt been seen among Chinese VCs for years.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946163938858569999) 2025-07-18 11:03:35 UTC 14K followers, 1360 engagements


"Amazing essay by Partner at Sequoia Capital David Cahn: "Now by contrast a new cohort of players has sprouted up including SSI Thinking Machines and DeepSeek who claim talent not raw compute scale as their primary differentiators. Whereas one year ago the narrative was around pre-training compute requirements driving consolidation today the narrative is all about talent advantages being critical in a world of increasing compute abundance. With their obsessive focus on talent the AI labs are increasingly looking like sports teams: They are each backed by a mega-rich tech company or individual."  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1936979933290467530) 2025-06-23 02:49:38 UTC 14K followers, 9516 engagements


"ASML Mistral AI Airbus and other 40+ organizations/business leaders have called on the EU to suspend the implementation of EU's AI Act according to Bloomberg"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1940723668042371276) 2025-07-03 10:45:54 UTC 14K followers, 2472 engagements


"Bullish Delta Electronics 🤓 cc'd @vikramskr Read his piece here"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947440652687466510) 2025-07-21 23:36:47 UTC 14K followers, 1355 engagements


"🧵My Latest Analysis: "Mapping Chinas HBM Advancement amid U.S. Export Controls" CXMT Now Just 3-4 Years Behind (1/N). Link: Key Takeaways: 1) Nvidias H20 GPU with HBM3 had become the most sought-after accelerator in China amid rapidly increasing inference and computing demand. Prior to the new restrictions shipments were projected to reach XXX million units in 2025. 2) CXMT is now only 3-4 years behind global leaders in high-bandwidth memory (HBM) development aiming to produce HBM3 in 2026 and HBM3E in 2027 amid notable technological improvements in DRAM. 3) CXMT still faces major roadblocks"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1912832759690678414) 2025-04-17 11:37:23 UTC 14K followers, 103.5K engagements


"Taiwanese VP on recent export control action against Huawei SMIC and other Chinese firms. 1) This has been a very challenging conversation between governments and private businesses." 2) But we have generally aligned in understanding that ultimately export control is to ensure that technology innovated developed and produced in Taiwan is not used to compromise our security or to harm the safety and security of the Taiwanese people. 3) Taiwanese officials have said that export controls are part of the ongoing US-Taiwan trade talks"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946167155361284314) 2025-07-18 11:16:22 UTC 14K followers, XXX engagements


"@Mojo_flyin @XPengMotors "They have declared they will be profitable in Q4 so adding costs shows they plan to grow into profitability." Big if true"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945335983769063454) 2025-07-16 04:13:35 UTC 14K followers, XXX engagements


"$NVDA CEO Jensen Huang met with Chinese AI starup founder MiniMax founder . Minimax is reportedly going for IPO with 4B valuation"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946161610864697853) 2025-07-18 10:54:20 UTC 14K followers, 1268 engagements


"BREAKING: Siemens EDA Halts China Service Amid Rumored U.S. Restrictions on Semiconductor Design Software Industry sources say Siemens EDA (Electronic Design Automation) division may suspend support and services for mainland China. The reported move follows a notice from the U.S. Commerce Departments Bureau of Industry and Security (BIS) instructing Siemens to decouple from its mainland Chinese customers. Siemens says it is awaiting further clarification from BIS while some of the companys technical websites have already been blocked for users in China. Meanwhile the other two major EDA"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1927712297142657281) 2025-05-28 13:03:21 UTC 14K followers, 114.7K engagements


"$MRVL is reportedly working with $TSM to strengthen its position in the custom ASIC leveraging TSMCs 3nm process technology. In addition the report notes that Marvell is set to adopt $TSM silicon photonics technology boosting signal processing speeds by more than 10x"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945121988906762422) 2025-07-15 14:03:15 UTC 14K followers, 4717 engagements


"Morgan Stanley: Currently we still expect B30 can be shipped to China which is part of our TSMC XX% revenue growth forecast for 2026. If B30 cannot be shipped to China it would mean the entire Asia semi supply chain is likely to lose China's AI market unless there is any reversal in policy. $TSM $NVDA"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944572024157815279) 2025-07-14 01:37:53 UTC 14K followers, 8436 engagements


"Interesting comment on Samsung $MU SK Hynix"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945463616003580103) 2025-07-16 12:40:45 UTC 14K followers, 5746 engagements


"Missed this news. W GigaByte. Japanese DataSection announced that it has successfully procured XXX servers with a total of 5000 $NVDA B200 GPUs from GIGA-Computing Giga-Byte's subsidiary"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946173365435105547) 2025-07-18 11:41:03 UTC 14K followers, 1198 engagements


"1) Huawei has reached out to potential customers in the UAE Saudi Arabia and Thailand for its Ascend 910B processors. 2) Huawei is offering 910B volumes in the low thousands though the exact number for any particular pitch remains unclear 3) It is also trying to attract customer for remote access of its CloudMatrix XXX which is based on its latest 910C processors but company has not plan to export due to limited supplies. 4) UAE havent shown interest while the status of talks in Thailand is unclear. 5) Saudi Arabia meanwhile seems open to potential purchases including by the Saudi Data & AI"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943322089722728774) 2025-07-10 14:51:06 UTC 14K followers, 5319 engagements


"Hon Hai CEO Young Liu is set to attend $GOOGL Made by Google hardware event in New York in August meeting $GOOGL CEO Sundar Pichai. Report suggest two side could discuss collaboration on autonomous vehicle (Waymo) as Hon Hai's technology is increasingly matured in EVs"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947465425995882732) 2025-07-22 01:15:14 UTC 14K followers, 1265 engagements


"$ASML net system sales are now nearly "balanced" EUV machines contribute roughly XX % while DUV systems account for about XX %"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946160899963625709) 2025-07-18 10:51:31 UTC 14K followers, 2556 engagements


"$NVDA China restart faces production obstacles reported by Reuters citing The Information The U.S. government's April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at $TSM said the report in tech publication The Information citing two people with knowledge of the matter. TSMC had shifted its H20 production lines to produce other chips for other customers and manufacturing new chips from scratch could take nine months Nvidia CEO Jensen Huang said at a media event in Beijing this week according to the report. The report"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946667158664270046) 2025-07-19 20:23:12 UTC 14K followers, 18.8K engagements


"The Epic Battle for AI TalentWith Exploding Offers Secret Deals and Tears"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946535633930932513) 2025-07-19 11:40:34 UTC 14K followers, 1119 engagements


"$ASML CFO Roger Dassen noted The lions share of tools this year and actually all in the second half are 3800s enabling customers to achieve planned capacity with fewer but more capable units. 🤣"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946315364494618914) 2025-07-18 21:05:18 UTC 14K followers, 2311 engagements


"@zephyr_z9 Some today only "care" about inference (which is important tbf) these days and just don't talk about training😂"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946403554970784001) 2025-07-19 02:55:44 UTC 14K followers, XXX engagements


"BIG: $NVDA to resume H20 sales to China announces new fully compliant GPU for China"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944939884319232282) 2025-07-15 01:59:38 UTC 14K followers, 26.8K engagements


"$TSM SVP&CFO Wendell Huang: Compared to the first quarter foreign exchange rate of $X to TWD32.88 the actual second-quarter exchange rate was $X to TWD31.05. This created about XXX basis points margin headwind to our actual second-quarter gross margin. We also experienced slightly more than XXX basis points impact mainly as the margin dilution from our Arizona fab started to kick in"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946398415258259573) 2025-07-19 02:35:19 UTC 14K followers, 3386 engagements


"So point #3 just got confirmed by the management. China demand is higher than expected China is on track to account for XX% for ASML annually"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945474307016040551) 2025-07-16 13:23:14 UTC 14K followers, 3864 engagements


"Blackstone has pulled out of a group of investors seeking to take a minority stake in TikToks US-based business according to a person familiar with the matter"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946528333895712808) 2025-07-19 11:11:34 UTC 14K followers, 1044 engagements


"Just got off Bloomberg @business discussing $NVDA H20/B30 upsides White House new export control policy. 🧵 1) H20 and B30 upsides: We see notable upside for H20 licence approval as well as new B30 chips in China for Q4 and Q1 2026 given the strong inference and overall compute demand in China where is likely to be the second largest AI compute market featured rapidly AI model development If we assume $NVDA ships 500K units (fair estimate I think) in the coming quarter at an average ASP of $10K$12K that translates to 5-6 billion in potential revenue. In addition to B30 $NVDA should at least"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945285414253666324) 2025-07-16 00:52:39 UTC 14K followers, 8431 engagements


"Morgan Stanley's Estimate on GB200 Shipment. 1) Quanta shipped 500-600 GB200 racks in June 1.2-1.3k in 2Q. 2) Wistron shipped 700-800 GB200 racks equivalent of computing trays in June 1.8-1.9k for 2Q. 3) Hon Hai shipped a little over 1k GB200 racks in June 3k racks in 2Q"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943111745561637223) 2025-07-10 00:55:16 UTC 14K followers, 13.9K engagements


"Align with my understanding tho not doubt than humanoid is a significant opportunities not just for $TSM but broader semi ecosystem"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945899541049311622) 2025-07-17 17:32:58 UTC 14K followers, 1550 engagements


"@Alex_Intel_ XXX likely come out within X weeks so we'll find out soon"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947477363706802345) 2025-07-22 02:02:40 UTC 14K followers, XXX engagements


"Did not know LightSpeed has China arm too. "At least six of the countrys most prominent VC firms are creating new dollar-denominated funds designed to allow overseas investors to pool bets on Chinese companies""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946163019727163802) 2025-07-18 10:59:56 UTC 14K followers, 2182 engagements


"🧵 @MooreMorrisSemi and I just published a 4000word technical deep dive on HBM. A MUST READI can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how SK Hynix has taken the lead. 3) Chinas evolved HBM capabilities. /1 Link:"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930025345488494731) 2025-06-03 22:14:35 UTC 14K followers, 67K engagements


"Wow so it's true $NVDA - MediaTek postponed N1X from Q3 2025 to Q1 2026. Credit: Digitimes (and supply chain source)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947464119000694928) 2025-07-22 01:10:02 UTC 14K followers, 11.6K engagements


"Quite notable strategic and reasonable investment here for MediaTek on SerDes technology (224G + 448G). "In terms of high-speed I/O technology MediaTek has increased its R&D investment in high-bandwidth interfaces and announced the advancement of its SerDes technology to XXX Gbps as well as its participation in the NVIDIA-led NVLink Fusion ecosystem." By developing its own SerDes technology and simultaneously adopting open standards MediaTek is strengthening its capabilities in critical high-speed transmission technologies. At the same time aligning with the NVLink Fusion standard enhances"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943287560685392340) 2025-07-10 12:33:53 UTC 14K followers, 1269 engagements