[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) "2) It is also later reported that two countries have "reach the deal" while did not disclose any details. Clearly in my view two thing have been well conducting over the past two months: 1) Removing various negotiation barrier and ones undermining further talk. 2) Rebuilding diplomatic momentum for upcoming leadership dialogue by pushing U.S.-China interaction at various levels and across agencies (e.g.Rubio-Wang Yi on the "sideline" in Malaysia.)"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948728911803683236) 2025-07-25 12:55:52 UTC 14.2K followers, XXX engagements "1) U.S.-China negotiation continues but what agenda emerge on the table of Stockholm talk might be quite different from previous London talk and of course vary from Geneva talk in May. First recap of London talk (June 11): China want lift of export control (EDA H20 Jet engine Ethane) and U.S. wants lift of REE controlsboth things are on track as various news and data points suggest"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948728908901220352) 2025-07-25 12:55:52 UTC 14.2K followers, 4526 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](/creator/x/rwang07) on [X](/post/tweet/1915373035781067238) 2025-04-24 11:51:32 UTC 14.2K followers, 252.3K engagements "@A431881K 8-10B from H20 Just want to get clarification here"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947646205296533587) 2025-07-22 13:13:35 UTC 14.2K followers, XX engagements "$AAPL: $500B in X years $TSM: $165B $NVDA: $500B in X years $IBM: 150B in X years $MU: 200B $GFS: 16B"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1933500460557631715) 2025-06-13 12:23:27 UTC 14.1K followers, 3914 engagements "Some more detailed on $ASML's revenue sources"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946162225388920900) 2025-07-18 10:56:47 UTC 14.2K followers, 1757 engagements "$NVDA's power supplier Delta Electronics announced NT$7.2 billion investment in projects in India and Thailand aiming to expand its production capacity and global manufacturing footprint. In particular the company is aiming to expand production capacity in Thailand"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949439814132195475) 2025-07-27 12:00:45 UTC 14.2K followers, 1236 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](/creator/x/rwang07) on [X](/post/tweet/1946927772649001135) 2025-07-20 13:38:47 UTC 14.1K followers, 2707 engagements "Two notable policy recommendation in U.S. AI Action Plan announced today. 1) Led by DOC develop new export controls on semiconductor manufacturing sub- systems. Currently the United States and its allies impose export controls on major systems necessary for semiconductor manufacturing but do not control many of the component sub-systems" 2) "Led by DOC and DOD coordinate with allies to ensure that they adopt U.S. export controls work together with the U.S to develop new controls and prohibit U.S. adversaries from supplying their defense-industrial base or acquiring controlling stakes in"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948072072011198552) 2025-07-23 17:25:50 UTC 14.2K followers, 5523 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](/creator/x/rwang07) on [X](/post/tweet/1946177414482039160) 2025-07-18 11:57:08 UTC 14.2K followers, 1014 engagements "50% of $META's Super Intelligence team are from China"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946728992997859334) 2025-07-20 00:28:55 UTC 14.2K followers, 5333 engagements ""While Microns shipments to HBM customers in 2025 is sold out supply negotiations for 2026 are still ongoing." $MU's Q2 earnings DID NOT say HBM is "sold out" in 26' and there were already some speculation on such supply negotiation post earnings call"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947856496357962108) 2025-07-23 03:09:12 UTC 14.2K followers, 2173 engagements "TSMC wants to build a gigantic fab system in Arizona and I think it might be able to produce up to X% of the chips that the United States needs Bessent said during recent remarks on All In Podcast. And theyre dealing with local building inspectors. Bessent criticized regulatory hurdles slowing construction of the $XX billion facility. Evidently these chip design plants are moving so quickly youre constantly calling an audible and youve got someone saying Well you said the pipe was going to be there not there. Were shutting you down' he explained"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949440818294526342) 2025-07-27 12:04:44 UTC 14.2K followers, 2820 engagements "Fair to say big part of my hope on $INTC is on LBT and his reform/investment record. Bro is an execution machine. Report credit: @firstadopter"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948481331966738625) 2025-07-24 20:32:05 UTC 14.2K followers, 6470 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](/creator/x/rwang07) on [X](/post/tweet/1945997176259125652) 2025-07-18 00:00:56 UTC 14.2K followers, 1757 engagements "5) From China's view the goals is clearly different. a. Reducing U.S. tariffs rate on China. Of course China has been quite tough toward U.S. sky-high tariffs since April X but there is little doubt that it does have impact to its economy. This should still be a priority to address. b. Given export control on H20 has been lifted it is not unlikely that Chinese counterparts asking more which I personally think will be difficult given the compromises U.S. side have made. c. Section XXX semiconductor tariffs (this will likely announced in late July if not early August) are another key"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948728918376100110) 2025-07-25 12:55:54 UTC 14.2K followers, XXX engagements "GB300 Production Yield in Q3 😅🤣 Well things better improve in Q4"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949063812524498964) 2025-07-26 11:06:39 UTC 14.2K followers, 2193 engagements "Interesting but make a lot of sense. $TSM CEO C.C. Wei: And today let me share with you we are using the N7 capacity to support N5 because the N5 is too tight. And then we are converting N5 to N3as you just pointed out"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945887579074662608) 2025-07-17 16:45:26 UTC 14.1K followers, XXX engagements "$INTC and CEO LBT will share firm's AI strategy in coming months. The goal seem to be focusing on inference and agentic AI. Previous LBT has reportedly said it's "too late" for company to step in AI training which I agree. Beside agentic and inference I am wondering if enterprise and edge AI are firm's focus on AI One concern some might haveIs it too late for inference too"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948698767273677126) 2025-07-25 10:56:05 UTC 14.2K followers, 1480 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](/creator/x/rwang07) on [X](/post/tweet/1924313072090382405) 2025-05-19 03:56:03 UTC 14.2K followers, 14.9K engagements "Samsung is truly amazing in term of integrating AI in their smartphone. With already great AI feature (Gemini + Galaxy AI now they are thinking (reportedly before) to integrate more AIs for its users"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948564492322746642) 2025-07-25 02:02:32 UTC 14.2K followers, 1232 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](/creator/x/rwang07) on [X](/post/tweet/1947478935064687070) 2025-07-22 02:08:55 UTC 14.2K followers, 7104 engagements "1) $INTC's fundamentals are mixed but many metrics beats expectation. See below (earnings call will be key and whether they are pull-ins for CC's and DC revenue) Revenue: $12.86B (est. $11.88B) Adj. Gross Margin: XX% (est. 37.3%) Adj. Operating Margin: -XXX% (est. 0.88%) Adj. EPS: $XXXX (est. $0.11) Intel Foundry Revenue: $4.42B (est. $4.39B) Client Computing Revenue: $8.87B (est. $7.29B) Data Centre & AI Revenue: $3.94B (est. $3.73B)"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948477907321360687) 2025-07-24 20:18:28 UTC 14.2K followers, 11.3K 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](/creator/x/rwang07) on [X](/post/tweet/1945343168477643060) 2025-07-16 04:42:08 UTC 14.1K followers, 1356 engagements "3) As #1 and #2 development is quite clear and previous "deal" is on track the goal of Stockholm talk could be quite different as two countries move toward another stage of negotiation. Of course both U.S. and China hope to get a "deal" to "manage" the tariffs rate which US imposed about 40-50% tariffs rate (depends on your calculation of Trump 1.0&2.0+ Biden tariffs) on China and China imposed about 10-20% on U.S. but there is an "exemptions" tho"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948728914513129798) 2025-07-25 12:55:53 UTC 14.2K followers, XXX 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](/creator/x/rwang07) on [X](/post/tweet/1942764236335124674) 2025-07-09 01:54:23 UTC 14.2K followers, 1873 engagements "Report: NVIDIA Develops B30 AI Chip for China to Attract Chinese CSPs' Interests Plans to Ship More than X million Units. Inventec is poised to benefit. Tech outlet The Information reports that NVIDIA is developing a new AI chip the B30 for the Chinese market. For the first time local customers will be allowed to link multiple chips together to build higher-performance compute clusters and NVIDIA plans to produce over one million B30 units this year. According to The Information the B30 will serve as part of a system that can interlink chips for unified operation and it has already attracted"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929290096550756842) 2025-06-01 21:32:58 UTC 14.2K followers, 1735 engagements "Alchip and Marvell. Stop the false narrative"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929568266277543976) 2025-06-02 15:58:18 UTC 14.1K followers, 2094 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](/creator/x/rwang07) on [X](/post/tweet/1941994911030489317) 2025-07-06 22:57:21 UTC 14.2K followers, 9011 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](/creator/x/rwang07) on [X](/post/tweet/1946153659542233352) 2025-07-18 10:22:44 UTC 14.2K followers, XXX engagements "SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off GroundWSJ A must read here. Interesting"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947430016943358105) 2025-07-21 22:54:32 UTC 14.1K followers, 42.6K engagements "Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930231897130500417) 2025-06-04 11:55:20 UTC 14.2K followers, 7947 engagements "Goldman Sachs on Global Data Center: "Little has changed in terms of the health of supply/demand in the short term - occupancy rates remain at or near record highs for third-party leased datacenter facilities across most US markets and our own checks suggest that inflationary pressure on build costs are more than offset by rising lease pricing.""  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946170205400375350) 2025-07-18 11:28:29 UTC 14.2K followers, XXX engagements "$INTC's 10Q.: "However if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis. In such event we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects.""  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948485401330495764) 2025-07-24 20:48:15 UTC 14.2K followers, 14.5K engagements "Important to note it down. @markgurman at @business: " $AAPL has already kicked the tires on Perplexity and will seriously consider Mistral especially given the struggles within Apples AI models team""  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944434407890202665) 2025-07-13 16:31:03 UTC 14.2K followers, 3464 engagements ""Search delivered double-digit revenue growth and our new features like AI Overviews and AI Mode are performing well. We continue to see strong performance in YouTube as well as subscriptions offering""  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948118836676354557) 2025-07-23 20:31:39 UTC 14.2K followers, 2556 engagements "$AMZN cut at least hundreds of jobs in its AWS cloud computing unit on Thursday two sources said"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946011399919997157) 2025-07-18 00:57:27 UTC 14.2K followers, 1897 engagements "$GOOGL CEO Sundar Pichai on Compute TPU and Cloud: "On CapEx stuff we are you know seeing strong momentum across across our portfolio and especially in cloud. You are right. It's a tight supply environment and you know we are investing more to expand. But there is obviously a time delay between you know this additional investment will play out in future years." "I think the the comprehensiveness of our AI portfolio the breadth of our offerings both both providing our models on GPUs and TPUs for our customers all of that. Has been really driving demand and so we are investing to to match up to"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948138911072506194) 2025-07-23 21:51:25 UTC 14.2K followers, 13.3K 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](/creator/x/rwang07) on [X](/post/tweet/1947007718751121479) 2025-07-20 18:56:28 UTC 14.2K followers, 2208 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](/creator/x/rwang07) on [X](/post/tweet/1930081849084203244) 2025-06-04 01:59:06 UTC 14.2K followers, 1139 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](/creator/x/rwang07) on [X](/post/tweet/1940587569697509382) 2025-07-03 01:45:05 UTC 14.2K followers, 17.1K engagements "China's State Administration for Market Regulation Grants Conditional Approval for Synopsys to Acquire Ansy $SNPS $ANSS No more macro headwinds"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944704363731034364) 2025-07-14 10:23:45 UTC 14.2K followers, 4688 engagements "Very intrigued by the fact that $ASML management deflected to comment on 26' several times"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945499359941890255) 2025-07-16 15:02:47 UTC 14.1K followers, 3846 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](/creator/x/rwang07) on [X](/post/tweet/1944964146094612981) 2025-07-15 03:36:02 UTC 14.1K followers, 41.8K engagements "Interesting trend. Perhaps should connect with the fact that many Chinese companies deciding to IPO in Hong Kong instead of Shanghai. Chinese investment flows to Hong Kong through the Stock Connect programme have hit a record high as mainland capital drives a revival of the territorys equities market. About HK$820bn (US$104bn) of Chinese money has been invested this year through Stock Connect which links the mainlands stock exchanges to Hong Kongs surpassing 2024s full-year inflow of HK$807.9bn. The surge in investment has helped end a post-Covid slump in Hong Kongs financial markets and"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948699490002649403) 2025-07-25 10:58:58 UTC 14.2K followers, XXX 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](/creator/x/rwang07) on [X](/post/tweet/1926635013426041038) 2025-05-25 13:42:37 UTC 14.2K followers, 7040 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](/creator/x/rwang07) on [X](/post/tweet/1946151918222368838) 2025-07-18 10:15:49 UTC 14.2K followers, 1610 engagements "SK Hynix Revenue by Technology. DRAM accounts XX% of its Q2 revenue X% lower than Q1's 80%. Overall both NAND and DRAM has grown signfiicant partly due to pull-in effect by hyperspace customer and strong AI memory demand"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948388777237364816) 2025-07-24 14:24:18 UTC 14.2K followers, 1505 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](/creator/x/rwang07) on [X](/post/tweet/1928201732548612428) 2025-05-29 21:28:11 UTC 14.2K followers, 3289 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](/creator/x/rwang07) on [X](/post/tweet/1947247066335330305) 2025-07-21 10:47:33 UTC 14.2K followers, 16.4K engagements "SK Hynix Q2 pre earnings call 1) Gross Margin down X% QoQ XX% - XX% X. Revenue up XX% QoQ and XX% YoY DRAM ASP up low-single% X. Last Q's slides says HBM4 "will be ready for mass production within 25" but don't know why that sentence is not included on this Q's slide (I might just overthink here). Anyways.call in XX mins"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948163990632157490) 2025-07-23 23:31:05 UTC 14.2K followers, 3445 engagements "If I am not mistaken Kuaishou should be one of the leading video Gen AI right Kuaishou Releases Upgrade for Kling Video-Generation AI Tool Users can upload an image to the artificial intelligence tool and provide a prompt for how it should be animated or recreated. Kuaishou then produces clips of five or XX seconds in length in exchange for credits. Kuaishou said Kling XXX can generate high-quality 1080p videos in less than a minute speeding up production. Those cost XXX inspiration credits Klings internal currency which the company sells at XX credits for $X. Theres also a less refined 1080p"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1928079772342702212) 2025-05-29 13:23:34 UTC 14.2K followers, 1315 engagements "ASP "only" grew single-digit % due to a considerable increase in sales of relatively lowered priced DRAM product"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948364959550787924) 2025-07-24 12:49:39 UTC 14.2K followers, 1422 engagements "1) YouTube surpass The Walt Disney this year as the worlds largest media company by revenue 2) XX% of YT creators using Gen AI tools 3) YT/ $GOOGL welcome Gen AI tool + Videos - More content / views - More revenue"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948695556538188116) 2025-07-25 10:43:20 UTC 14.2K followers, XXX engagements "Imagine how many monthly trillion of tokens $GOOGL will process by the end of 2025"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948125277248250080) 2025-07-23 20:57:15 UTC 14.1K followers, 2398 engagements "Continue to be a news undervalued. Huawei at WAIC is a big deal. The CloudMatrix XXX system made its first public debut at the World Artificial Intelligence Conference (WAIC) a three-day event in Shanghai where companies showcase their latest AI innovations drawing a large crowd to the company's booth"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949066835862630895) 2025-07-26 11:18:40 UTC 14.2K followers, 2382 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](/creator/x/rwang07) on [X](/post/tweet/1940723668042371276) 2025-07-03 10:45:54 UTC 14.2K followers, 2475 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](/creator/x/rwang07) on [X](/post/tweet/1912832759690678414) 2025-04-17 11:37:23 UTC 14.2K followers, 103.5K engagements "4) From U.S. perspective Trump administration probably have couple strategic goals on the table: a. Ask more Chinese purchases of U.S. goods (agriculture energy etc) to hopefully reduce trade deficit and maybe Chinese investment (which will be tricky regulatory) b. Ask China to adjust its economic model (which will be very difficult) ranging from overcapacity export-driven economy and more domestic consumption c. The administration might also ask more fair open and regulatory favorable Chinese market access for U.S. companies which has been a thing complaint for years d. Perhaps more"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948728916216086632) 2025-07-25 12:55:53 UTC 14.2K followers, XXX engagements "The automotive semi market remains weak (or flat at best) and given the accelerated production and construction timelines for TSMCs P2 and P3 fabs in AZ any potential delay or postponement of ESMC and JASM should not come as a major surprise"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948696101432721592) 2025-07-25 10:45:30 UTC 14.2K followers, 2978 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](/creator/x/rwang07) on [X](/post/tweet/1946167155361284314) 2025-07-18 11:16:22 UTC 14.2K followers, 1012 engagements "Bloomberg reported that Wolfspeed will be taken over by creditors including Apollo Global Management under a proposal that would put it into bankruptcy just long enough to slash billions of dollars in debt"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1935468000204964109) 2025-06-18 22:41:45 UTC 14.2K followers, 2138 engagements "$NVDA CEO Jensen Huang met with Chinese AI starup founder MiniMax founder . Minimax is reportedly going for IPO with 4B valuation"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946161610864697853) 2025-07-18 10:54:20 UTC 14.1K followers, 1325 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](/creator/x/rwang07) on [X](/post/tweet/1927712297142657281) 2025-05-28 13:03:21 UTC 14.2K followers, 114.7K engagements "For DRAM sales of our XX High HBM3E product was expanded in full scale as planned while server and PC segments saw strong demand driving sequential Q2 shipment growth above guidance at mid-20% growth. Meanwhile ASP rose by low single-digit percent due to a considerable increase in sales of relatively lower-priced conventional DRAM products"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948364675755688325) 2025-07-24 12:48:32 UTC 14.2K followers, 2134 engagements "Quite optimist view here but interesting. "SK and Samsung look to fully install hybrid bonders attheir chipmaking fabs in 2026 and 2027 for mass production of HBM industry sources say.""  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949446844758835402) 2025-07-27 12:28:41 UTC 14.2K followers, 1407 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](/creator/x/rwang07) on [X](/post/tweet/1946173365435105547) 2025-07-18 11:41:03 UTC 14.2K followers, 1255 engagements "Hon Hai CEO Young Liu is set to attend $GOOGL Made by Google hardware event in New York in August meeting $GOOGL CEO Sundar Pichai. Report suggest two side could discuss collaboration on autonomous vehicle (Waymo) as Hon Hai's technology is increasingly matured in EVs"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947465425995882732) 2025-07-22 01:15:14 UTC 14.2K followers, 1644 engagements "This is important. Sensetime is expected to launch new SenseNove model while announcing new partnership with Huawei (likely its Ascend-series AI accelerators and CloudMatrix384). FWIW: SenseTime is "partly" state-owned AI company"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948708958983627128) 2025-07-25 11:36:35 UTC 14.2K followers, 3847 engagements "You clearly don't want to see a world that tons of young researchers app developers scientist "do their things" with Chinese open-sourced models given budget constraints (the pain many have). DeepSeek Alibaba Baidu Moonshot MiniMax"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948118410178511339) 2025-07-23 20:29:57 UTC 14.2K followers, 1240 engagements "$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](/creator/x/rwang07) on [X](/post/tweet/1946667158664270046) 2025-07-19 20:23:12 UTC 14.2K followers, 19K engagements "The Epic Battle for AI TalentWith Exploding Offers Secret Deals and Tears"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946535633930932513) 2025-07-19 11:40:34 UTC 14.1K followers, 1152 engagements "Industry analysts believe TSMC is well positioned to continue securing the majority of orders of $TSLA's Dojo X and AI X. $TSM is currently the supplier for Dojo X (5nm) and AI X (3nm) for both process and packaging technologies"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948693307799867897) 2025-07-25 10:34:24 UTC 14.2K followers, 1029 engagements "Bernstein expect $NVDA's share (in China) will drop to XX% even with the H20 reopen given Chinese local supply almost double from last year"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949528653420736725) 2025-07-27 17:53:46 UTC 14.2K followers, 4040 engagements "$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](/creator/x/rwang07) on [X](/post/tweet/1946398415258259573) 2025-07-19 02:35:19 UTC 14.2K followers, 3431 engagements "Ongoing Stockholm negotiation between U.S. and China. Some interesting update. 1) Two countries will commit to not impose additional tariffs on each other 2) Address "tough issues" (e.g. Chinese industrial overcapacity") 3) Chinese will press Trump admin on fentanyl-related tariffs"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949504376277454970) 2025-07-27 16:17:18 UTC 14.2K followers, 2989 engagements "Their fundraising in offshore markets including Hong Kong is $1.6bn the lowest year-to-date since 2003. Chinas outbound M&A of $2.5bn is the lowest recorded amount over the same period since 2005. /2"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1779657630916743492) 2024-04-14 23:46:58 UTC 14.1K followers, XX engagements "SK Group chairman Chey Tae-won and SK Hynix CEO Kwak Noh-jung meets OpenAI CEO Sam Altman to deepen AI HBM ties"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947976926494113934) 2025-07-23 11:07:45 UTC 14.1K followers, 1272 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](/creator/x/rwang07) on [X](/post/tweet/1943111745561637223) 2025-07-10 00:55:16 UTC 14.2K 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](/creator/x/rwang07) on [X](/post/tweet/1945899541049311622) 2025-07-17 17:32:58 UTC 14.1K followers, 1650 engagements "More than XXX organisations lobbied the White House and Congress on AI between January and June according to a Financial Times analysis of federal disclosures released this week. The figure is on a par with the first half of last year but has nearly doubled since 2023"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947971691486867682) 2025-07-23 10:46:57 UTC 14.2K followers, 52.8K 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](/creator/x/rwang07) on [X](/post/tweet/1930025345488494731) 2025-06-03 22:14:35 UTC 14.2K followers, 71.3K engagements "Nikkei Asia: California-based Cadence Design Systems said it received a notice from the U.S. Commerce Department's Bureau of Industry and Security (BIS) on Wednesday that it was lifting restrictions on exports of electronic design automation (EDA) tools. "We are in the process of restoring access to our software and technology to affected customers in compliance with U.S. export law" the company told Nikkei Asia. Synopsys another leading provider of EDA software said in a statement on Wednesday night that it has received similar notice and is working to "restore access to the recently"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1940756070470766814) 2025-07-03 12:54:39 UTC 14.2K followers, 1612 engagements "Wow so it's true $NVDA - MediaTek postponed N1X from Q3 2025 to Q1 2026. Credit: Digitimes (and supply chain source)"  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947464119000694928) 2025-07-22 01:10:02 UTC 14.2K followers, 15.4K engagements "$GOOGL CFO Anat Ashkenazi: "The vast majority of our CapEx was invested in technical infrastructure with approximately 2/3 of investments in servers and 1/3 in data centers and networking equipment. In Q2 we returned capital to shareholders through repurchase of stock of $XXXX billion and dividend payments of $XXX billion.""  [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1949062197851656237) 2025-07-26 11:00:14 UTC 14.2K followers, 1831 engagements
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@rwang07
"2) It is also later reported that two countries have "reach the deal" while did not disclose any details. Clearly in my view two thing have been well conducting over the past two months: 1) Removing various negotiation barrier and ones undermining further talk. 2) Rebuilding diplomatic momentum for upcoming leadership dialogue by pushing U.S.-China interaction at various levels and across agencies (e.g.Rubio-Wang Yi on the "sideline" in Malaysia.)"
@rwang07 on X 2025-07-25 12:55:52 UTC 14.2K followers, XXX engagements
"1) U.S.-China negotiation continues but what agenda emerge on the table of Stockholm talk might be quite different from previous London talk and of course vary from Geneva talk in May. First recap of London talk (June 11): China want lift of export control (EDA H20 Jet engine Ethane) and U.S. wants lift of REE controlsboth things are on track as various news and data points suggest" @rwang07 on X 2025-07-25 12:55:52 UTC 14.2K followers, 4526 engagements
"BIG: China Halts XXX% Tariffs on Semiconductor from the United States 1/2 According to the customs declaration system "Single Window" (on April XX 2025 the declared tax calculation shows that customs will cease the additional XXX% tariff on integrated circuits under HS code 8542 originating from the United States. For other goods the additional XXX% tariff will still temporarily follow the stipulations in Tax Commission Announcement No. X of 2025 and General Administration of Customs Announcement No. XX of 2025" @rwang07 on X 2025-04-24 11:51:32 UTC 14.2K followers, 252.3K engagements
"@A431881K 8-10B from H20 Just want to get clarification here" @rwang07 on X 2025-07-22 13:13:35 UTC 14.2K followers, XX engagements
"$AAPL: $500B in X years $TSM: $165B $NVDA: $500B in X years $IBM: 150B in X years $MU: 200B $GFS: 16B" @rwang07 on X 2025-06-13 12:23:27 UTC 14.1K followers, 3914 engagements
"Some more detailed on $ASML's revenue sources" @rwang07 on X 2025-07-18 10:56:47 UTC 14.2K followers, 1757 engagements
"$NVDA's power supplier Delta Electronics announced NT$7.2 billion investment in projects in India and Thailand aiming to expand its production capacity and global manufacturing footprint. In particular the company is aiming to expand production capacity in Thailand" @rwang07 on X 2025-07-27 12:00:45 UTC 14.2K followers, 1236 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 on X 2025-07-20 13:38:47 UTC 14.1K followers, 2707 engagements
"Two notable policy recommendation in U.S. AI Action Plan announced today. 1) Led by DOC develop new export controls on semiconductor manufacturing sub- systems. Currently the United States and its allies impose export controls on major systems necessary for semiconductor manufacturing but do not control many of the component sub-systems" 2) "Led by DOC and DOD coordinate with allies to ensure that they adopt U.S. export controls work together with the U.S to develop new controls and prohibit U.S. adversaries from supplying their defense-industrial base or acquiring controlling stakes in" @rwang07 on X 2025-07-23 17:25:50 UTC 14.2K followers, 5523 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 on X 2025-07-18 11:57:08 UTC 14.2K followers, 1014 engagements
"50% of $META's Super Intelligence team are from China" @rwang07 on X 2025-07-20 00:28:55 UTC 14.2K followers, 5333 engagements
""While Microns shipments to HBM customers in 2025 is sold out supply negotiations for 2026 are still ongoing." $MU's Q2 earnings DID NOT say HBM is "sold out" in 26' and there were already some speculation on such supply negotiation post earnings call" @rwang07 on X 2025-07-23 03:09:12 UTC 14.2K followers, 2173 engagements
"TSMC wants to build a gigantic fab system in Arizona and I think it might be able to produce up to X% of the chips that the United States needs Bessent said during recent remarks on All In Podcast. And theyre dealing with local building inspectors. Bessent criticized regulatory hurdles slowing construction of the $XX billion facility. Evidently these chip design plants are moving so quickly youre constantly calling an audible and youve got someone saying Well you said the pipe was going to be there not there. Were shutting you down' he explained" @rwang07 on X 2025-07-27 12:04:44 UTC 14.2K followers, 2820 engagements
"Fair to say big part of my hope on $INTC is on LBT and his reform/investment record. Bro is an execution machine. Report credit: @firstadopter" @rwang07 on X 2025-07-24 20:32:05 UTC 14.2K followers, 6470 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 on X 2025-07-18 00:00:56 UTC 14.2K followers, 1757 engagements
"5) From China's view the goals is clearly different. a. Reducing U.S. tariffs rate on China. Of course China has been quite tough toward U.S. sky-high tariffs since April X but there is little doubt that it does have impact to its economy. This should still be a priority to address. b. Given export control on H20 has been lifted it is not unlikely that Chinese counterparts asking more which I personally think will be difficult given the compromises U.S. side have made. c. Section XXX semiconductor tariffs (this will likely announced in late July if not early August) are another key" @rwang07 on X 2025-07-25 12:55:54 UTC 14.2K followers, XXX engagements
"GB300 Production Yield in Q3 😅🤣 Well things better improve in Q4" @rwang07 on X 2025-07-26 11:06:39 UTC 14.2K followers, 2193 engagements
"Interesting but make a lot of sense. $TSM CEO C.C. Wei: And today let me share with you we are using the N7 capacity to support N5 because the N5 is too tight. And then we are converting N5 to N3as you just pointed out" @rwang07 on X 2025-07-17 16:45:26 UTC 14.1K followers, XXX engagements
"$INTC and CEO LBT will share firm's AI strategy in coming months. The goal seem to be focusing on inference and agentic AI. Previous LBT has reportedly said it's "too late" for company to step in AI training which I agree. Beside agentic and inference I am wondering if enterprise and edge AI are firm's focus on AI One concern some might haveIs it too late for inference too" @rwang07 on X 2025-07-25 10:56:05 UTC 14.2K followers, 1480 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 on X 2025-05-19 03:56:03 UTC 14.2K followers, 14.9K engagements
"Samsung is truly amazing in term of integrating AI in their smartphone. With already great AI feature (Gemini + Galaxy AI now they are thinking (reportedly before) to integrate more AIs for its users" @rwang07 on X 2025-07-25 02:02:32 UTC 14.2K followers, 1232 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 on X 2025-07-22 02:08:55 UTC 14.2K followers, 7104 engagements
"1) $INTC's fundamentals are mixed but many metrics beats expectation. See below (earnings call will be key and whether they are pull-ins for CC's and DC revenue) Revenue: $12.86B (est. $11.88B) Adj. Gross Margin: XX% (est. 37.3%) Adj. Operating Margin: -XXX% (est. 0.88%) Adj. EPS: $XXXX (est. $0.11) Intel Foundry Revenue: $4.42B (est. $4.39B) Client Computing Revenue: $8.87B (est. $7.29B) Data Centre & AI Revenue: $3.94B (est. $3.73B)" @rwang07 on X 2025-07-24 20:18:28 UTC 14.2K followers, 11.3K 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 on X 2025-07-16 04:42:08 UTC 14.1K followers, 1356 engagements
"3) As #1 and #2 development is quite clear and previous "deal" is on track the goal of Stockholm talk could be quite different as two countries move toward another stage of negotiation. Of course both U.S. and China hope to get a "deal" to "manage" the tariffs rate which US imposed about 40-50% tariffs rate (depends on your calculation of Trump 1.0&2.0+ Biden tariffs) on China and China imposed about 10-20% on U.S. but there is an "exemptions" tho" @rwang07 on X 2025-07-25 12:55:53 UTC 14.2K followers, XXX 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 on X 2025-07-09 01:54:23 UTC 14.2K followers, 1873 engagements
"Report: NVIDIA Develops B30 AI Chip for China to Attract Chinese CSPs' Interests Plans to Ship More than X million Units. Inventec is poised to benefit. Tech outlet The Information reports that NVIDIA is developing a new AI chip the B30 for the Chinese market. For the first time local customers will be allowed to link multiple chips together to build higher-performance compute clusters and NVIDIA plans to produce over one million B30 units this year. According to The Information the B30 will serve as part of a system that can interlink chips for unified operation and it has already attracted" @rwang07 on X 2025-06-01 21:32:58 UTC 14.2K followers, 1735 engagements
"Alchip and Marvell. Stop the false narrative" @rwang07 on X 2025-06-02 15:58:18 UTC 14.1K followers, 2094 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 on X 2025-07-06 22:57:21 UTC 14.2K followers, 9011 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 on X 2025-07-18 10:22:44 UTC 14.2K followers, XXX engagements
"SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off GroundWSJ A must read here. Interesting" @rwang07 on X 2025-07-21 22:54:32 UTC 14.1K followers, 42.6K engagements
"Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous" @rwang07 on X 2025-06-04 11:55:20 UTC 14.2K followers, 7947 engagements
"Goldman Sachs on Global Data Center: "Little has changed in terms of the health of supply/demand in the short term - occupancy rates remain at or near record highs for third-party leased datacenter facilities across most US markets and our own checks suggest that inflationary pressure on build costs are more than offset by rising lease pricing."" @rwang07 on X 2025-07-18 11:28:29 UTC 14.2K followers, XXX engagements
"$INTC's 10Q.: "However if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis. In such event we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects."" @rwang07 on X 2025-07-24 20:48:15 UTC 14.2K followers, 14.5K engagements
"Important to note it down. @markgurman at @business: " $AAPL has already kicked the tires on Perplexity and will seriously consider Mistral especially given the struggles within Apples AI models team"" @rwang07 on X 2025-07-13 16:31:03 UTC 14.2K followers, 3464 engagements
""Search delivered double-digit revenue growth and our new features like AI Overviews and AI Mode are performing well. We continue to see strong performance in YouTube as well as subscriptions offering"" @rwang07 on X 2025-07-23 20:31:39 UTC 14.2K followers, 2556 engagements
"$AMZN cut at least hundreds of jobs in its AWS cloud computing unit on Thursday two sources said" @rwang07 on X 2025-07-18 00:57:27 UTC 14.2K followers, 1897 engagements
"$GOOGL CEO Sundar Pichai on Compute TPU and Cloud: "On CapEx stuff we are you know seeing strong momentum across across our portfolio and especially in cloud. You are right. It's a tight supply environment and you know we are investing more to expand. But there is obviously a time delay between you know this additional investment will play out in future years." "I think the the comprehensiveness of our AI portfolio the breadth of our offerings both both providing our models on GPUs and TPUs for our customers all of that. Has been really driving demand and so we are investing to to match up to" @rwang07 on X 2025-07-23 21:51:25 UTC 14.2K followers, 13.3K 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 on X 2025-07-20 18:56:28 UTC 14.2K followers, 2208 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 on X 2025-06-04 01:59:06 UTC 14.2K followers, 1139 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 on X 2025-07-03 01:45:05 UTC 14.2K followers, 17.1K engagements
"China's State Administration for Market Regulation Grants Conditional Approval for Synopsys to Acquire Ansy $SNPS $ANSS No more macro headwinds" @rwang07 on X 2025-07-14 10:23:45 UTC 14.2K followers, 4688 engagements
"Very intrigued by the fact that $ASML management deflected to comment on 26' several times" @rwang07 on X 2025-07-16 15:02:47 UTC 14.1K followers, 3846 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 on X 2025-07-15 03:36:02 UTC 14.1K followers, 41.8K engagements
"Interesting trend. Perhaps should connect with the fact that many Chinese companies deciding to IPO in Hong Kong instead of Shanghai. Chinese investment flows to Hong Kong through the Stock Connect programme have hit a record high as mainland capital drives a revival of the territorys equities market. About HK$820bn (US$104bn) of Chinese money has been invested this year through Stock Connect which links the mainlands stock exchanges to Hong Kongs surpassing 2024s full-year inflow of HK$807.9bn. The surge in investment has helped end a post-Covid slump in Hong Kongs financial markets and" @rwang07 on X 2025-07-25 10:58:58 UTC 14.2K followers, XXX 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 on X 2025-05-25 13:42:37 UTC 14.2K followers, 7040 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 on X 2025-07-18 10:15:49 UTC 14.2K followers, 1610 engagements
"SK Hynix Revenue by Technology. DRAM accounts XX% of its Q2 revenue X% lower than Q1's 80%. Overall both NAND and DRAM has grown signfiicant partly due to pull-in effect by hyperspace customer and strong AI memory demand" @rwang07 on X 2025-07-24 14:24:18 UTC 14.2K followers, 1505 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 on X 2025-05-29 21:28:11 UTC 14.2K followers, 3289 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 on X 2025-07-21 10:47:33 UTC 14.2K followers, 16.4K engagements
"SK Hynix Q2 pre earnings call 1) Gross Margin down X% QoQ XX% - XX% X. Revenue up XX% QoQ and XX% YoY DRAM ASP up low-single% X. Last Q's slides says HBM4 "will be ready for mass production within 25" but don't know why that sentence is not included on this Q's slide (I might just overthink here). Anyways.call in XX mins" @rwang07 on X 2025-07-23 23:31:05 UTC 14.2K followers, 3445 engagements
"If I am not mistaken Kuaishou should be one of the leading video Gen AI right Kuaishou Releases Upgrade for Kling Video-Generation AI Tool Users can upload an image to the artificial intelligence tool and provide a prompt for how it should be animated or recreated. Kuaishou then produces clips of five or XX seconds in length in exchange for credits. Kuaishou said Kling XXX can generate high-quality 1080p videos in less than a minute speeding up production. Those cost XXX inspiration credits Klings internal currency which the company sells at XX credits for $X. Theres also a less refined 1080p" @rwang07 on X 2025-05-29 13:23:34 UTC 14.2K followers, 1315 engagements
"ASP "only" grew single-digit % due to a considerable increase in sales of relatively lowered priced DRAM product" @rwang07 on X 2025-07-24 12:49:39 UTC 14.2K followers, 1422 engagements
"1) YouTube surpass The Walt Disney this year as the worlds largest media company by revenue 2) XX% of YT creators using Gen AI tools 3) YT/ $GOOGL welcome Gen AI tool + Videos - More content / views - More revenue" @rwang07 on X 2025-07-25 10:43:20 UTC 14.2K followers, XXX engagements
"Imagine how many monthly trillion of tokens $GOOGL will process by the end of 2025" @rwang07 on X 2025-07-23 20:57:15 UTC 14.1K followers, 2398 engagements
"Continue to be a news undervalued. Huawei at WAIC is a big deal. The CloudMatrix XXX system made its first public debut at the World Artificial Intelligence Conference (WAIC) a three-day event in Shanghai where companies showcase their latest AI innovations drawing a large crowd to the company's booth" @rwang07 on X 2025-07-26 11:18:40 UTC 14.2K followers, 2382 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 on X 2025-07-03 10:45:54 UTC 14.2K followers, 2475 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 on X 2025-04-17 11:37:23 UTC 14.2K followers, 103.5K engagements
"4) From U.S. perspective Trump administration probably have couple strategic goals on the table: a. Ask more Chinese purchases of U.S. goods (agriculture energy etc) to hopefully reduce trade deficit and maybe Chinese investment (which will be tricky regulatory) b. Ask China to adjust its economic model (which will be very difficult) ranging from overcapacity export-driven economy and more domestic consumption c. The administration might also ask more fair open and regulatory favorable Chinese market access for U.S. companies which has been a thing complaint for years d. Perhaps more" @rwang07 on X 2025-07-25 12:55:53 UTC 14.2K followers, XXX engagements
"The automotive semi market remains weak (or flat at best) and given the accelerated production and construction timelines for TSMCs P2 and P3 fabs in AZ any potential delay or postponement of ESMC and JASM should not come as a major surprise" @rwang07 on X 2025-07-25 10:45:30 UTC 14.2K followers, 2978 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 on X 2025-07-18 11:16:22 UTC 14.2K followers, 1012 engagements
"Bloomberg reported that Wolfspeed will be taken over by creditors including Apollo Global Management under a proposal that would put it into bankruptcy just long enough to slash billions of dollars in debt" @rwang07 on X 2025-06-18 22:41:45 UTC 14.2K followers, 2138 engagements
"$NVDA CEO Jensen Huang met with Chinese AI starup founder MiniMax founder . Minimax is reportedly going for IPO with 4B valuation" @rwang07 on X 2025-07-18 10:54:20 UTC 14.1K followers, 1325 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 on X 2025-05-28 13:03:21 UTC 14.2K followers, 114.7K engagements
"For DRAM sales of our XX High HBM3E product was expanded in full scale as planned while server and PC segments saw strong demand driving sequential Q2 shipment growth above guidance at mid-20% growth. Meanwhile ASP rose by low single-digit percent due to a considerable increase in sales of relatively lower-priced conventional DRAM products" @rwang07 on X 2025-07-24 12:48:32 UTC 14.2K followers, 2134 engagements
"Quite optimist view here but interesting. "SK and Samsung look to fully install hybrid bonders attheir chipmaking fabs in 2026 and 2027 for mass production of HBM industry sources say."" @rwang07 on X 2025-07-27 12:28:41 UTC 14.2K followers, 1407 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 on X 2025-07-18 11:41:03 UTC 14.2K followers, 1255 engagements
"Hon Hai CEO Young Liu is set to attend $GOOGL Made by Google hardware event in New York in August meeting $GOOGL CEO Sundar Pichai. Report suggest two side could discuss collaboration on autonomous vehicle (Waymo) as Hon Hai's technology is increasingly matured in EVs" @rwang07 on X 2025-07-22 01:15:14 UTC 14.2K followers, 1644 engagements
"This is important. Sensetime is expected to launch new SenseNove model while announcing new partnership with Huawei (likely its Ascend-series AI accelerators and CloudMatrix384). FWIW: SenseTime is "partly" state-owned AI company" @rwang07 on X 2025-07-25 11:36:35 UTC 14.2K followers, 3847 engagements
"You clearly don't want to see a world that tons of young researchers app developers scientist "do their things" with Chinese open-sourced models given budget constraints (the pain many have). DeepSeek Alibaba Baidu Moonshot MiniMax" @rwang07 on X 2025-07-23 20:29:57 UTC 14.2K followers, 1240 engagements
"$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 on X 2025-07-19 20:23:12 UTC 14.2K followers, 19K engagements
"The Epic Battle for AI TalentWith Exploding Offers Secret Deals and Tears" @rwang07 on X 2025-07-19 11:40:34 UTC 14.1K followers, 1152 engagements
"Industry analysts believe TSMC is well positioned to continue securing the majority of orders of $TSLA's Dojo X and AI X. $TSM is currently the supplier for Dojo X (5nm) and AI X (3nm) for both process and packaging technologies" @rwang07 on X 2025-07-25 10:34:24 UTC 14.2K followers, 1029 engagements
"Bernstein expect $NVDA's share (in China) will drop to XX% even with the H20 reopen given Chinese local supply almost double from last year" @rwang07 on X 2025-07-27 17:53:46 UTC 14.2K followers, 4040 engagements
"$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 on X 2025-07-19 02:35:19 UTC 14.2K followers, 3431 engagements
"Ongoing Stockholm negotiation between U.S. and China. Some interesting update. 1) Two countries will commit to not impose additional tariffs on each other 2) Address "tough issues" (e.g. Chinese industrial overcapacity") 3) Chinese will press Trump admin on fentanyl-related tariffs" @rwang07 on X 2025-07-27 16:17:18 UTC 14.2K followers, 2989 engagements
"Their fundraising in offshore markets including Hong Kong is $1.6bn the lowest year-to-date since 2003. Chinas outbound M&A of $2.5bn is the lowest recorded amount over the same period since 2005. /2" @rwang07 on X 2024-04-14 23:46:58 UTC 14.1K followers, XX engagements
"SK Group chairman Chey Tae-won and SK Hynix CEO Kwak Noh-jung meets OpenAI CEO Sam Altman to deepen AI HBM ties" @rwang07 on X 2025-07-23 11:07:45 UTC 14.1K followers, 1272 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 on X 2025-07-10 00:55:16 UTC 14.2K 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 on X 2025-07-17 17:32:58 UTC 14.1K followers, 1650 engagements
"More than XXX organisations lobbied the White House and Congress on AI between January and June according to a Financial Times analysis of federal disclosures released this week. The figure is on a par with the first half of last year but has nearly doubled since 2023" @rwang07 on X 2025-07-23 10:46:57 UTC 14.2K followers, 52.8K 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 on X 2025-06-03 22:14:35 UTC 14.2K followers, 71.3K engagements
"Nikkei Asia: California-based Cadence Design Systems said it received a notice from the U.S. Commerce Department's Bureau of Industry and Security (BIS) on Wednesday that it was lifting restrictions on exports of electronic design automation (EDA) tools. "We are in the process of restoring access to our software and technology to affected customers in compliance with U.S. export law" the company told Nikkei Asia. Synopsys another leading provider of EDA software said in a statement on Wednesday night that it has received similar notice and is working to "restore access to the recently" @rwang07 on X 2025-07-03 12:54:39 UTC 14.2K followers, 1612 engagements
"Wow so it's true $NVDA - MediaTek postponed N1X from Q3 2025 to Q1 2026. Credit: Digitimes (and supply chain source)" @rwang07 on X 2025-07-22 01:10:02 UTC 14.2K followers, 15.4K engagements
"$GOOGL CFO Anat Ashkenazi: "The vast majority of our CapEx was invested in technical infrastructure with approximately 2/3 of investments in servers and 1/3 in data centers and networking equipment. In Q2 we returned capital to shareholders through repurchase of stock of $XXXX billion and dividend payments of $XXX billion."" @rwang07 on X 2025-07-26 11:00:14 UTC 14.2K followers, 1831 engagements