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[@rwang07](/creator/twitter/rwang07)
"Western Digital plans US$1 billion investment in Japan over the next X years to strengthen next-generation HDD technology and production processes. According to Nikkei Asia WD's R&D center in Fujisawa City Kanagawa Prefecture remains one of the company's key innovation hubs. Japan also serves as a critical source for WD's supply chain providing roughly XX% of its components. In fiscal year 2025 the company expects to spend US$1.5 billion with Japanese suppliers and partners a figure projected to grow in the coming years. The investment comes amid surging demand for data center storage driven"  
[X Link](https://x.com/rwang07/status/1973709431700418834) [@rwang07](/creator/x/rwang07) 2025-10-02T11:19Z 20.3K followers, 3105 engagements


"$NVDA: "$3-4 Trillion AI Infrastructure Spend by 2030""  
[X Link](https://x.com/rwang07/status/1976416351234425300) [@rwang07](/creator/x/rwang07) 2025-10-09T22:35Z 20.3K followers, 38.3K engagements


"Some incremental development in the $NVDA GPU and $GOOGL TPU noted by GF Securities. VR XXX Switch tray upgrade should be well-known already. 1) PCB content in VR200 to increase to $1050/GPU vs $400/GPU for GB200 2) Shengyi Tech has gained market share from EMC and is now the largest supplier for $NVDA GB300 switch tray. Shengyi also enters $GOOGL CPU supply chain. 3) EMC is now the only supplier qualified for M9 for VR200 and gaining share from Panasonic for $GOOGL TPU v7"  
[X Link](https://x.com/rwang07/status/1977691303442862186) [@rwang07](/creator/x/rwang07) 2025-10-13T11:02Z 20.3K followers, 133.9K engagements


"3) WFE companies are rather familiar (including Deposition (CVD/PVD) Lithography Etch Implantation CMP/Polishing). Companies includes: TEL $AMAT $LRCX $ASML Canon Sumitomo ULVAC"  
[X Link](https://x.com/rwang07/status/1978814861887877482) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.3K followers, XXX engagements


"It is recruiting HBM base die design engineers and domestic semiconductor engineers through LinkedIn and is also offering executive-level positions"  
[X Link](https://x.com/rwang07/status/1979935609771770004) [@rwang07](/creator/x/rwang07) 2025-10-19T15:40Z 20.3K followers, 14.9K 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"  
[X Link](https://x.com/rwang07/status/1924313072090382405) [@rwang07](/creator/x/rwang07) 2025-05-19T03:56Z 20.2K followers, 15.1K engagements


"Alchip and Marvell. Stop the false narrative"  
[X Link](https://x.com/rwang07/status/1929568266277543976) [@rwang07](/creator/x/rwang07) 2025-06-02T15:58Z 20.2K followers, 2257 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"  
[X Link](https://x.com/rwang07/status/1929696161448812577) [@rwang07](/creator/x/rwang07) 2025-06-03T00:26Z 20.2K followers, 11K engagements


"More updates on MediaTek and $GOOGL TPU from GF Securities. 1) Compute die in final stage of tuning 2) MediaTeks I/O die has been qualified 3) Tape-out scheduled at Sep XX 4) Engineering sample to be in 2Q2 5) Small volume shipment by end-2026"  
[X Link](https://x.com/rwang07/status/1934939258357190676) [@rwang07](/creator/x/rwang07) 2025-06-17T11:40Z 20.2K followers, 5855 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"  
[X Link](https://x.com/rwang07/status/1943087156034998453) [@rwang07](/creator/x/rwang07) 2025-07-09T23:17Z 20.3K followers, 12.3K engagements


"Wistron is accelerating its plans to establish an electronics manufacturing base in Telangana India with an estimated investment of around NT$3.42 billion. According to sources who requested anonymity Wistron is scouting land near Hyderabad to build facilities for producing servers routers and switches. One source stated: Wistron has decided to enter Telangana with a different product line and is currently finalizing the site selection likely in an electronics industrial park on the outskirts of Hyderabad. Theyve visited several locations but have not made a final decision. Another source"  
[X Link](https://x.com/rwang07/status/1950170918572970354) [@rwang07](/creator/x/rwang07) 2025-07-29T12:25Z 20.2K followers, 16K engagements


"According to Chinese tech blogger IceUniverse MediaTek's ( next-gen Dimensity 9500 ( $ARM-based) will deliver a major GPU upgrade: energy efficiency is expected to improve by more than XX % over the previous generation peak performance will be top-tier. Even more exciting this years phones could push ray-tracing frame rates beyond XXX FPS for an explosive user experience"  
[X Link](https://x.com/rwang07/status/1952553904689840174) [@rwang07](/creator/x/rwang07) 2025-08-05T02:15Z 20.2K followers, 10.7K engagements


""Trainium X is planned to be built on a 2nm process with front-end design handled by $AMZN AWS in-house Annapurna Labs chip development team and incorporating $SNPS 224G SerDes IP. $SNPS and Alchip have a strategic partnership to jointly strengthen competitiveness in the AI high-performance computing chip sector.""  
[X Link](https://x.com/rwang07/status/1955065136101621871) [@rwang07](/creator/x/rwang07) 2025-08-12T00:33Z 20.2K followers, 3508 engagements


"1) Alchip expressed more optimism toward 2nm project (assumed it's Trainium X here) and 3nm project's mass production (assumed it's Trainium 3) is set to start in late Q1 XX. $MRVL. MS views are increasingly positive and compelled"  
[X Link](https://x.com/rwang07/status/1955950345101684872) [@rwang07](/creator/x/rwang07) 2025-08-14T11:11Z 20.2K followers, 25.9K engagements


"Nomura: "Note that we continue to hold the view that Alchip will be the project owner with $AMZN TRN3 chip tapingout in Feb 2025 (for system verification purpose) and July 2025 (for mass production) respectively in TSMC. However according to our industry survey we also noticed that $MRVL is working on another back-end design of the same Trainium X front-endchip using non-TSMC OSAT partners.""  
[X Link](https://x.com/rwang07/status/1956684945318936674) [@rwang07](/creator/x/rwang07) 2025-08-16T11:50Z 20.2K followers, 10.1K engagements


"Top underrated news today $ARM hires $AMZN AI chip director Rami Sinno to build its own AI chips. Make sense. Rami is formerly the VP and Director of Engineering and Systems at $ARM from 2014 to 2019. Sinno's role at $AMZN (AWS) focuses on developing the firm's in-house silicon Trainium in Annapurna Labs (AWS's in-house chip team)"  
[X Link](https://x.com/rwang07/status/1957614468591972720) [@rwang07](/creator/x/rwang07) 2025-08-19T01:23Z 20.2K followers, 12.7K engagements


"The confidence level from Alchip (see attached series of tweets) and $MRVL is interesting. Leave ultimate judgment to you. JP Morgan Harlan Sur: "You know the noise level out of Asia on your lead customers' follow-on 3nm XPU program continues at this deafening pace right With your Asia competitor they're essentially claiming victory on 3nm. So what's the update with Marvell's 3nm XPU follow-on program with your lead customer I think last earnings call Matt you talked about securing 3-nanometer wafer capacity packaging capacity production in calendar '26. Is this program still tracking""  
[X Link](https://x.com/rwang07/status/1961249528671342955) [@rwang07](/creator/x/rwang07) 2025-08-29T02:08Z 20.2K followers, 27.8K engagements


"Morgan Stanley on $NVDA vs ASIC: "NVIDIA management also reiterated that it is very hard to develop accelerated computing and NVIDIA is accelerating the entire pipeline with the best performance per watt of any computing platform. However we do see ASIC catching up e.g. 3nm geometry adoption. Long term we are still positive on AI ASIC service providers like Alchip MediaTek and GUC gaining share against their US competitors although NVIDIA management is still confident on its leading position.""  
[X Link](https://x.com/rwang07/status/1961270731771457780) [@rwang07](/creator/x/rwang07) 2025-08-29T03:32Z 20.2K followers, 4583 engagements


"$SAP announced it will invest over $XXXX billion into its sovereign cloud capabilities in Europe over the next XX years"  
[X Link](https://x.com/rwang07/status/1962852177921392712) [@rwang07](/creator/x/rwang07) 2025-09-02T12:16Z 20.2K followers, 2116 engagements


"Morgan Stanley now believes that it is not longer debate about Alchip winning the Trainium X while $MRVL focuses on XPU-attach socket. MS also called it "puzzling" regarding the decreasing revenue of $ MRVL. According to its estimate it implies the T2 shipment is about X million at an ASP $1500 which implies $1.5B revenue"  
[X Link](https://x.com/rwang07/status/1963146336905380044) [@rwang07](/creator/x/rwang07) 2025-09-03T07:45Z 20.2K followers, 18K engagements


"@racetrack275 Alchip has definitely shown a lot more confidence for months. I think many are aware of that"  
[X Link](https://x.com/rwang07/status/1963147531027980527) [@rwang07](/creator/x/rwang07) 2025-09-03T07:50Z 20.2K followers, XXX engagements


"Reference #2 (250829)- $MRVL earnings call:"  
[X Link](https://x.com/rwang07/status/1963258727387029744) [@rwang07](/creator/x/rwang07) 2025-09-03T15:12Z 20.2K followers, 3844 engagements


"Reference #3 (250814)-Alchip earnings call:"  
[X Link](https://x.com/rwang07/status/1963258907679428832) [@rwang07](/creator/x/rwang07) 2025-09-03T15:12Z 20.2K followers, 3067 engagements


"And this: Ibiden will significantly expand its IC packaging substrate production. The company plans to increase substrate output by XXX% by 2027 compared with 2024 levels with a new production line at its Ono plant in Gifu Prefecture scheduled to begin operation as early as next month"  
[X Link](https://x.com/rwang07/status/1970079928130453656) [@rwang07](/creator/x/rwang07) 2025-09-22T10:57Z 20.2K followers, 8734 engagements


"Harlen gonna ask some spicy questions to $MRVL today"  
[X Link](https://x.com/rwang07/status/1970812663530946691) [@rwang07](/creator/x/rwang07) 2025-09-24T11:28Z 20.2K followers, 3297 engagements


"GF Securities: The bearish view on $MU HBM4 is weakeningOur previous concerns about Micron mainly centered on the certification of its HBM4 product. We note that despite the current low yields Micron has indeed provided NVIDIA with samples of its 11Gbps HBM4. We recommend closely monitoring yield improvement progress while we forecast that production in the first half of 2026 will remain limitedabout two quarters behind SK"  
[X Link](https://x.com/rwang07/status/1971384015589462391) [@rwang07](/creator/x/rwang07) 2025-09-26T01:19Z 20.3K followers, 24.1K engagements


"1. Trainium X shipments in 2026 are tracking ahead of market expectations (around XX million units) especially after the launch of Sonnet XXX which has raised inference demand forecasts. Contrary to market rumors there has been no delay. Specifically Trn3-1 taped out in Q125 and will enter mass production in Q126 while Trn3-2 taped out in Q325 and will enter mass production in Q226. X. Management has just returned from the U.S. after discussions with customers on capacity planning. Reportedly Annapurna has recently asked Alchip to secure additional capacity and all Trn-2 turnkey projects will"  
[X Link](https://x.com/rwang07/status/1973713117059178553) [@rwang07](/creator/x/rwang07) 2025-10-02T11:34Z 20.2K followers, 15.6K engagements


"Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at it)"  
[X Link](https://x.com/rwang07/status/1973723068007903452) [@rwang07](/creator/x/rwang07) 2025-10-02T12:13Z 20.2K followers, 6462 engagements


"Wow so $MRVL really is back 🤓"  
[X Link](https://x.com/rwang07/status/1973786571624395148) [@rwang07](/creator/x/rwang07) 2025-10-02T16:26Z 20.2K followers, 3739 engagements


"U.S. and Korean DRAM Maker Halt New Quotes as Supply Chain Sources Warn DRAM Contract Prices May Jump Over 3050% in Q4 Driving DDR3 Higher Too Due to tightening memory supply Korean and U.S. DRAM makers have decided to suspend new price quotations to enterprise customers for one week. According to supply chain sources DRAM contract prices are expected to rise more than XX% in Q4 with some specifications potentially surging over XX% and DDR3 prices likely to increase in tandem. Market surveys indicate that DDR4 supply will face a shortage of 1015% over the next three quarters while backend"  
[X Link](https://x.com/rwang07/status/1975897614710354228) [@rwang07](/creator/x/rwang07) 2025-10-08T12:14Z 20.2K followers, 14.6K engagements


"Taiwanese ASIC Designer GUC Reports September Revenue Surge on Great NRE and Turnkey Growth GUC reported September 2025 revenue of NT$3.61 billion marking a +30.5% MoM and +104.9% YoY increase the companys strongest monthly result since early 2024. Turnkey revenue reached NT$2.09 billion (-4.1% MoM +73.9% YoY) supported by ongoing AI customer tape-outs despite minor timing adjustments. NRE surged to NT$1.52 billion representing a sharp +200.6% MoM and +178.0% YoY rebound driven by multiple 2.5D/CoWoS design ramps tied to next-generation AI accelerators. For Q3 overall the consolidated revenue"  
[X Link](https://x.com/rwang07/status/1975904064530763925) [@rwang07](/creator/x/rwang07) 2025-10-08T12:40Z 20.2K followers, 18.6K engagements


"Earnings call late October"  
[X Link](https://x.com/rwang07/status/1975906757164863514) [@rwang07](/creator/x/rwang07) 2025-10-08T12:50Z 20.2K followers, 1425 engagements


"$NVDA CEO: "Im surprised that they ( $AMD) would give away XX% of the company before they even built it. And so anyhow its clever I guess.""  
[X Link](https://x.com/rwang07/status/1975911181379678534) [@rwang07](/creator/x/rwang07) 2025-10-08T13:08Z 20.2K followers, 64.9K engagements


"The day has come. Samsung is reportedly confirmed to supplies HBM3E 12hi for $NVDA GB300 Volume will probably ramp materially in Q1 and extend through Q2 26"  
[X Link](https://x.com/rwang07/status/1976070291827916814) [@rwang07](/creator/x/rwang07) 2025-10-08T23:40Z 20.2K followers, 37.2K engagements


"Chinas leading market regulatory agency SAMR has launched an antitrust investigation into $QCOM over its acquisition of Autotalks citing failure to file the transaction under Chinas Anti-Monopoly Law"  
[X Link](https://x.com/rwang07/status/1976601813551022580) [@rwang07](/creator/x/rwang07) 2025-10-10T10:52Z 20.2K followers, 2251 engagements


"Delta Eletronics can't stop winning. If you haven't followed this company then you should. Morgan Stanley says Delta's September revenue was XX% above our estimate at NT$57.1bn up XX% MoM and XX% YoY a record high. Infrastructure outperformed with XX% MoM growth (+168% YoY) as liquid cooling system revenue in September was above NT$9bn double MoM making a XX% contribution to total revenue"  
[X Link](https://x.com/rwang07/status/1977551716858892349) [@rwang07](/creator/x/rwang07) 2025-10-13T01:47Z 20.2K followers, 9921 engagements


"2) Nanya sees significant improvement in ASP and robut improvement in shipment and revenue. The EX impact also more manageable compared to Q2 (expected). The unstoppable surge of DRAM pricing across DDR4 and DDR5 since early Q2 this year is clearly boosting company's '25 performance across various financial metrics. Regarding demand end the management expressed optimism citing AI's strong demand for HBM and DDR5. New PC and mobile increase DDR5 and LPDDR5 contents and growing demand in DDR4 and LPDDR4 in consumer applications"  
[X Link](https://x.com/rwang07/status/1977702912902991956) [@rwang07](/creator/x/rwang07) 2025-10-13T11:48Z 20.2K followers, XXX engagements


"AMD's deal now looks even more interesting comparing it with $NVDA and $AVGO"  
[X Link](https://x.com/rwang07/status/1977725281373700551) [@rwang07](/creator/x/rwang07) 2025-10-13T13:17Z 20.2K followers, 16.3K engagements


"2) $VRT and Delta are in some ways competitorsbut their businesses dont fully overlap given the distinct white space and gray space each occupies in the market. However these two "spaces" are converging gradually"  
[X Link](https://x.com/rwang07/status/1977894064675512385) [@rwang07](/creator/x/rwang07) 2025-10-14T00:27Z 20.2K followers, 2168 engagements


"Alchip reported September consolidated revenue of NT$1.674 billion the lowest level since March 2023 -XXXX% MoM and -XXXX% YoY"  
[X Link](https://x.com/rwang07/status/1978044901779493201) [@rwang07](/creator/x/rwang07) 2025-10-14T10:27Z 20.2K followers, 3402 engagements


"Landed SF open Robinhood $ALAB down 13%😂"  
[X Link](https://x.com/rwang07/status/1978141868018799081) [@rwang07](/creator/x/rwang07) 2025-10-14T16:52Z 20.2K followers, 3504 engagements


"Couple important lines from $ASML CEO Christophe Fouquet. 1) "We see continued momentum around customers adopting more EUV layers in both logic and DRAM." 2) "We expect to see China customer demand and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025.""  
[X Link](https://x.com/rwang07/status/1978456916276994471) [@rwang07](/creator/x/rwang07) 2025-10-15T13:44Z 20.2K followers, 2937 engagements


"Samsung - 97000 KRW"  
[X Link](https://x.com/rwang07/status/1978636068376506616) [@rwang07](/creator/x/rwang07) 2025-10-16T01:36Z 20.2K followers, 12.5K engagements


"1) On the point about CAPEX given the acceleration of $TSM U.S. fab buildout its continued commitment to expanding capacity in Taiwan and the recent land purchases in Arizona these developments should meaningfully benefit $TSM broader ecosystem of partners. The capex in '25 is not 38-42 anymore it is 40-42. $TSM CFO Jen-Chau Huang: "We are narrowing the range of our 2025 CapEx to be between USD XX billion and USD XX billion as compared to USD XX billion to USD XX billion previously""  
[X Link](https://x.com/rwang07/status/1978814856481644553) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.2K followers, 25.7K engagements


"$TSM CEO C.C. Wei: "Externally we work closely with our customers and our customers' customer to plan our capacity. We have more than XXX different customers across all the end market segments. In addition as process technology complexity increases the engagement lead time with customer is now at least X to X years in advance.""  
[X Link](https://x.com/rwang07/status/1978817015977844800) [@rwang07](/creator/x/rwang07) 2025-10-16T13:35Z 20.2K followers, 2865 engagements


"@PatrickMoorhead That's right in the ball park some analysts are modeling up to 50B capex for '26"  
[X Link](https://x.com/rwang07/status/1978844369131110578) [@rwang07](/creator/x/rwang07) 2025-10-16T15:23Z 20.2K followers, XXX engagements


"@AnalysisOp Oh yeah no surprise. But ASE mostly work with TSM in Taiwan for now tho. Running the oS part"  
[X Link](https://x.com/rwang07/status/1978847526607356281) [@rwang07](/creator/x/rwang07) 2025-10-16T15:36Z 20.2K followers, XXX engagements


"@Srasgon It is 😭 literally star war ship landed somewhere in San Jose"  
[X Link](https://x.com/rwang07/status/1978887471300518355) [@rwang07](/creator/x/rwang07) 2025-10-16T18:15Z 20.2K followers, XXX engagements


"@theaustinlyons Why the background photo looks so fire lmao"  
[X Link](https://x.com/rwang07/status/1979233267405721825) [@rwang07](/creator/x/rwang07) 2025-10-17T17:09Z 20.3K followers, XXX engagements


"Bloomberg reported that Huawei's Ascend 910C consists of HBM2E from SK Hynix and Samsung as well as logic die from $TSM citing TechInsight's research"  
[X Link](https://x.com/rwang07/status/1974063826632131027) [@rwang07](/creator/x/rwang07) 2025-10-03T10:47Z 20.3K followers, 3715 engagements


"Upsides can't stop coming for Wiwynn and Wistron"  
[X Link](https://x.com/rwang07/status/1975758383442764132) [@rwang07](/creator/x/rwang07) 2025-10-08T03:01Z 20.3K followers, 3782 engagements


"MediaTek has reportedly secured design wins for $AAPL upcoming Beats headphones and previously reported for the Apple Watch S11. "MediaTek is previously reportedly joining $AAPL supply chain with its 5G data chip said to be adopted in the upcoming $AAPL Watch Series XX. In addition supply chain sources revealed that MediaTek will also supply True Wireless Stereo chips for Apples Beats headphones.""  
[X Link](https://x.com/rwang07/status/1977523948498890816) [@rwang07](/creator/x/rwang07) 2025-10-12T23:57Z 20.3K followers, 3079 engagements


"Now people are modeling 50B capex for $TSM '26 🤯"  
[X Link](https://x.com/rwang07/status/1978493200982491391) [@rwang07](/creator/x/rwang07) 2025-10-15T16:08Z 20.3K followers, 12.2K engagements


"$TSM CEO C.C. Wei on CoWoS Capacity: "Talking about the CoWoS capacity all I can say is continue the X months ago we are working very hard to narrow the gap between the demand and supply. We are still working to increase the capacity in 2026. The real number we probably update you next year. Today all I want to say about the AI everything related like front-end and back-end capacity is very tight""  
[X Link](https://x.com/rwang07/status/1978822982954078284) [@rwang07](/creator/x/rwang07) 2025-10-16T13:58Z 20.3K followers, 5568 engagements


"1) Jefferies says the ramp of $NVDA Blackwell continues to progress with B300 layering in October. Bottom-up supply chain check suggests $9B networking revenue for $NVDA for October vs. consensus $6.4B"  
[X Link](https://x.com/rwang07/status/1958488183026405762) [@rwang07](/creator/x/rwang07) 2025-08-21T11:15Z 20.3K followers, 39.1K engagements


"GF Securities: "We believe that NAND vendors capacity expansion guidance for 2026 remains disciplined with limited new capacity additions. Overall NAND supply growth in 2026 is expected to be around XX% which includes YMTCs planned 50KPM (about 50000 wafers per month) expansion.""  
[X Link](https://x.com/rwang07/status/1968239998043373690) [@rwang07](/creator/x/rwang07) 2025-09-17T09:05Z 20.3K followers, 9040 engagements


"GF Securities: Re-rate MediaTek (2454) to Hold. ASIC: - $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25 likely due to internal design-team issues. On the positive side the I/O chip is progressing well and may enter wafer production at TSMC. - $META: despite mixed market sentiment we now see $MRVL as more likely to win ARKE given its strong I/O capability and need to broaden its customer base. - "Overall we maintain our forecast for data-center ASIC revenue to reach $1B by end-2026 but we lower our 2027 outlook." SoC: - MediaTek previously guided to double-digit USD"  
[X Link](https://x.com/rwang07/status/1971879744112111997) [@rwang07](/creator/x/rwang07) 2025-09-27T10:09Z 20.3K followers, 7749 engagements


"$AMAT expects a $XXX million hit to its revenue from new export restrictions published by U.S. government. Applied Materials said the new rule would restrict its ability to export certain products to Chinese customers without a license. The company said the new rules would hurt Q4 revenue by $110M and 2026 revenue by $600M"  
[X Link](https://x.com/rwang07/status/1973879855851946022) [@rwang07](/creator/x/rwang07) 2025-10-02T22:36Z 20.3K followers, 20K engagements


""Altman has been exploring financing alternatives with supply-chain partners people familiar with his meetings said. Such discussions remain in the early stages the people said." He has met with $TSM Samsung SK Hynix and Hon Hai (Foxconn)"  
[X Link](https://x.com/rwang07/status/1974482962671337529) [@rwang07](/creator/x/rwang07) 2025-10-04T14:33Z 20.3K followers, 59.6K engagements


"1) Taiwans leading $NVDA AI server manufacturer and key $AAPL assembler Hon Hai (Foxconn) reported September revenue of NT$837.1 billion up XXXX% MoM and XXXX% YoY marking a new all-time high and the strongest September performance in the companys history. $TSM Its Q3 revenue reached NT$2.057 trillion up XXXX% QoQ and XXXX% YoY setting a record high for any Q3 in the companys history"  
[X Link](https://x.com/rwang07/status/1974808122402177527) [@rwang07](/creator/x/rwang07) 2025-10-05T12:05Z 20.3K followers, 3723 engagements


"$AMAT will offer integrated solutions for front end and integrated hybrid bonder from $BESI. Essentially the goal is to minimize wafer queue time across each process step"  
[X Link](https://x.com/rwang07/status/1975599217591918931) [@rwang07](/creator/x/rwang07) 2025-10-07T16:28Z 20.3K followers, 7682 engagements


"A year ago Im pretty sure no one in Taiwan wouldve believed Nanya Tech could get anywhere near NT$100 yet here we are (almost). Legacy DRAM are going wild and Nanyas just riding the wave and reaping the rewards"  
[X Link](https://x.com/rwang07/status/1976102780042362907) [@rwang07](/creator/x/rwang07) 2025-10-09T01:49Z 20.3K followers, 7913 engagements


"I did a pretty cool analysis unpacking $AMAT's new Kinex platform (co-developed with $BESI) as well as the future of HBM and Hybrid Bonding. You can download the report here. And thanks for $AMAT senior technical people's feedback always found those convos super helpful"  
[X Link](https://x.com/rwang07/status/1976438175653650875) [@rwang07](/creator/x/rwang07) 2025-10-10T00:02Z 20.3K followers, 12.4K engagements


"$CIEN to Acquire Nubis Communications. Ciena has traditionally focused on data center interconnect (DCI) solutions. It is now aiming to extend its reach into intra-data center networking through the acquisition of Nubis Communications. Nubis should bring some expertise in CPO NPO and ACC. Market: With this acquisition $CIEN aims to move beyond the DCI segment into the fast-growing market for intra-data center optical connectivitywhich is vital for AI cluster scaling and rack-to-rack communication. IPs: Ciena should gain access to Nubiss high-bandwidth low-power optical interconnect IP helping"  
[X Link](https://x.com/rwang07/status/1976611448445882725) [@rwang07](/creator/x/rwang07) 2025-10-10T11:31Z 20.3K followers, 2141 engagements


"And $AMD's execution on MI450 in 2H26 will be key"  
[X Link](https://x.com/rwang07/status/1976617315694448718) [@rwang07](/creator/x/rwang07) 2025-10-10T11:54Z 20.3K followers, 5461 engagements


"What a productive weekend. Just end until the mail sent out successfully as scheduled. Earnings week is back. $ASML and $TSM. Fun time"  
[X Link](https://x.com/rwang07/status/1977518145104736354) [@rwang07](/creator/x/rwang07) 2025-10-12T23:34Z 20.3K followers, 3870 engagements


"$AAPL iPhone XX series has achieved both strong sales and positive market reception reportedly prompting additional order requests that have energized the Taiwanese supply chain. $TSM is seen as the primary beneficiary as the A19 series chips are built using its third-generation 3nm (N3P) process keeping advanced-node capacity running at full utilization. In addition supply chain sources suggest that some of $AAPL products are also being refreshed further driving TSMCs advanced process capacity to full utilization. Reportedly the iPad Pro and MacBook Pro will feature the M5 chip built on $TSM"  
[X Link](https://x.com/rwang07/status/1977704917587353975) [@rwang07](/creator/x/rwang07) 2025-10-13T11:56Z 20.3K followers, 5633 engagements


"2) $TSM's foundry ecosystem partner and supply chain can be very complex. But here is a list of companies you should follow. Companies working on cleanrooms gas/chemicals and automation have been benefited in the first place (have already) That includes companies like UIS (cleanroom and MEP) L&K Engineering (EPC and cleanroom) Panion & BF Biotech Inc (gas and chemical supply system) Marketech International (fab integration and EPC) King Design Industrial (automation). There are more companies doing this. But that's it for today"  
[X Link](https://x.com/rwang07/status/1978814858973122565) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.3K followers, XXX engagements


"Key Quotes from $DELL COO Jeff Clarke: "The company unveiled a long-term financial framework that calls for sales to rise at a rate of X% to X% annually for the next four years while earnings per share excluding some items will increase XX% or more. We were all wrong how big we thought the AI market was two years ago and its nothing but bigger." It's probably not that surprising for $DELL's breakout this Q because data points from its close supply chain partners have been great"  
[X Link](https://x.com/rwang07/status/1975547119378321572) [@rwang07](/creator/x/rwang07) 2025-10-07T13:01Z 20.3K followers, 31.3K engagements


"Following the GB10 Gracewell Superchip developed for NVIDIAs DGX Spark collaboration MediaTek is reportedly extending its partnership with $NVDIA to co-develop a new PC processor aimed at capturing share in the PC market"  
[X Link](https://x.com/rwang07/status/1975555049058410856) [@rwang07](/creator/x/rwang07) 2025-10-07T13:33Z 20.3K followers, 2666 engagements


"Some update on MediaTek: MediaTek reported September consolidated revenue of NT$54.33 billion up XX% MoM and XXXX% YoY. For the first three quarters of 2025 cumulative consolidated revenue totaled NT$445.78B which is up XXXX% from the same period last year. In Q3 2025 its total revenue reached NT$142.09B down XXX% QoQ but up XXX% YoY. This is better than its earlier guidance of a 7%13% sequential decline (partly due to better-than-expected FX in Q3 than Q2). On the AI ASIC front in specific few sell-side notes and industry checks suggest that MediaTeks custom ASIC project with Google ( $GOOGL"  
[X Link](https://x.com/rwang07/status/1976605596120957100) [@rwang07](/creator/x/rwang07) 2025-10-10T11:07Z 20.3K followers, 22.6K engagements


"1) Memory and Nanya Technology 25Q3 Earnings Call (251013). - Q3 revenue reached NT$18779M up +78.4% QoQ and +130.9% YoY. - Gross margin improved to XXXX% from -XXXX% in Q2 - ASP increased 40+% (next slide)"  
[X Link](https://x.com/rwang07/status/1977702909023236133) [@rwang07](/creator/x/rwang07) 2025-10-13T11:48Z 20.3K followers, 11.6K engagements


"ASML CEO on OpenAI LoI deal with SK Hynix and Samsung. "I think we a bit careful with how the big announcement can translate into real capacity. Need on the ground. I think the one thing I'd still like to stress one more time is we see the the broadening of the customer base. I think a very important news in that matter because whatever you do is the first set of news. I think we can all agree that we need to make sure that the market will not be supply limited and this has always been a risk with the limited amount of customers supplying AI chips both in logic and DRAM. So I think the"  
[X Link](https://x.com/rwang07/status/1978454311165370647) [@rwang07](/creator/x/rwang07) 2025-10-15T13:34Z 20.3K followers, 20.8K 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"  
[X Link](https://x.com/rwang07/status/1930231897130500417) [@rwang07](/creator/x/rwang07) 2025-06-04T11:55Z 20.3K followers, 8107 engagements


"$TSM SoIC and CoWoS capacity for 2026 is reportedly fully booked amid surging AI demand. Leading OSATs and downstream testing providers such as ASE SPIL and KYEC are expected to benefit while accelerating their expansion"  
[X Link](https://x.com/rwang07/status/1977520808495808630) [@rwang07](/creator/x/rwang07) 2025-10-12T23:44Z 20.3K followers, 3807 engagements


"Jeffries says they found NO evidence that $TER enters $NVDA Rubin supply chain (referring chip testing). Interesting. $avantest"  
[X Link](https://x.com/rwang07/status/1978154793169199257) [@rwang07](/creator/x/rwang07) 2025-10-14T17:43Z 20.3K followers, 3157 engagements


"It seems that some of the major opportunities in AI servers over the past X months are centered around substrates CCLs and PCBs. Drill is just another. $NVDA AI server motherboard designs have increased from XX layers to over XX layers and now incorporate high-end CCL materials such as M8 significantly raising drilling complexity. Industry sources note that previously each drill bit could be used about 3000 times but its lifespan has now generally dropped to below XXX uses. In the future with the introduction of M9-grade midplane PCBs or ASIC motherboards each drill bits usable count could"  
[X Link](https://x.com/rwang07/status/1980076714718826703) [@rwang07](/creator/x/rwang07) 2025-10-20T01:00Z 20.3K followers, 5062 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"  
[X Link](https://x.com/rwang07/status/1919499366953324713) [@rwang07](/creator/x/rwang07) 2025-05-05T21:08Z 20.3K followers, 2829 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:"  
[X Link](https://x.com/rwang07/status/1930025345488494731) [@rwang07](/creator/x/rwang07) 2025-06-03T22:14Z 20.3K followers, 141.9K engagements


"Bullish Delta Electronics 🤓 cc'd @vikramskr Read his piece here"  
[X Link](https://x.com/rwang07/status/1947440652687466510) [@rwang07](/creator/x/rwang07) 2025-07-21T23:36Z 20.3K followers, 2957 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"  
[X Link](https://x.com/rwang07/status/1949439814132195475) [@rwang07](/creator/x/rwang07) 2025-07-27T12:00Z 20.3K followers, 1575 engagements


"Unimicron warned that sluggish expansion by JP fiberglass suppliers along with unqualified substitutes from (TW/CN) has delayed ABF substrate deliveries for CoWoS. Without new capacity by the 2H26 the company expects the fiberglass shortage to become a major bottleneck"  
[X Link](https://x.com/rwang07/status/1951253561678971093) [@rwang07](/creator/x/rwang07) 2025-08-01T12:07Z 20.3K followers, 3391 engagements


"$AMZN Trainium Alchip and ASIC challenges. $AMZN Trainium X product will gradually enter mass production at the end of Q4 using a 3nm process. According to the supply chain Alchip is raising its advanced packaging demand forecast for next year with growth reaching 25%. This signals strong ASIC demand which is expected to significantly boost operations in 2026. Reportedly plans for the 4th gen product have already been finalized with Alchip securing the back-end design. Industry estimates suggest mass production could begin as early as mid-2028. Industry sources revealed that Trainium X is"  
[X Link](https://x.com/rwang07/status/1955064900482388441) [@rwang07](/creator/x/rwang07) 2025-08-12T00:32Z 20.3K followers, 6706 engagements


"$MRVL $AMZN and Alchip More conviction from MS on Alchip locking in Trainium X and Trainium X project from AWS. And from MS reports I have been reading over the past a month or two the confidence on this has been increasing. Morgan Stanley: Our foundry supply chain checks indicate the ASIC TAM of Alchip's main customer $AMZN AWS is still expanding while Alchip has secured 3nm and 2nm projects. For 3nm we now expect the 2nd tape-out in July and it will bring in not just additional NRE revenue in 3Q25 but also improve Trainium3 ASIC performance in 2026. In the 2nm Trainium4 ASIC we expect"  
[X Link](https://x.com/rwang07/status/1955238633071636795) [@rwang07](/creator/x/rwang07) 2025-08-12T12:03Z 20.3K followers, 15.2K engagements


"1) FT reported Cambricon's jumped XX% to an ATH taking the companys market cap past Rmb500bn ($70bn) for the first time. (Cambricon roadmap on 2nd tweet). 70B is something. Its value has more than quadrupled in the past year (check attached tweet) SMIC and Hua Hong Semi up XX% and XX% respectively"  
[X Link](https://x.com/rwang07/status/1958853818482860410) [@rwang07](/creator/x/rwang07) 2025-08-22T11:28Z 20.3K followers, 33.6K engagements


"Starting in August KYEC will hike prices across the board while maintaining XXX% market share. By 2026 ASIC will make a huge contribution. Sell-side estimates are too low next years EPS could reach XX. $NVDA: Due to surging demand for Blackwell chips NV urgently placed additional wafer orders at TSMC for 3Q. Beginning in August wafer foundry prices will rise in line with all major customers contributing an additional X% to 3Q gross margin. Test times are increasing from XXX seconds to XXX seconds. Rubin demand is also spiking with test times likely to be set at 12001600 seconds. Gaming RTX"  
[X Link](https://x.com/rwang07/status/1961352306232103162) [@rwang07](/creator/x/rwang07) 2025-08-29T08:56Z 20.3K followers, 20.7K engagements


"Delta Eletronics' August revenue hit another record high. Major U.S. investment banks reiterated Delta Electronics as a Top Pick. Overseas expansion continues and shipments of power and liquid-cooling solutions are expected to remain strong in the second half. Brokerages revised up 20252027 EPS estimates to $XXXX / $XXXX / $XXXX and with a 33x PE applied to next year they also raised their target price accordingly"  
[X Link](https://x.com/rwang07/status/1965208243384516807) [@rwang07](/creator/x/rwang07) 2025-09-09T00:18Z 20.3K followers, 2362 engagements


"GF Securities on Memory. 1) $NVDA has negotiated a XX% price cut for HBM3e-12Hi with the new pricing to take effect starting 4Q25. 2) Our checks indicate $NVDA is pushing for a higher data transfer rate on HBM4 from 8Gbps to 9Gbps. Since Microns HBM4 design continues to use a DRAM base die rather than a logic base die meeting this specification is more challenging. We have already witnessed Micron delaying some of its HBM investment as a result. 3) With Samsungs 1c process now achieving yields-rate above XX% we see increasing likelihood of Samsung securing HBM4 qualification potentially as"  
[X Link](https://x.com/rwang07/status/1965740100358492622) [@rwang07](/creator/x/rwang07) 2025-09-10T11:32Z 20.3K followers, 82.3K engagements


"According to Advantest nearly XX% of cost in GPU goes to HBM and Materials Assembly & Testing. $NVDA"  
[X Link](https://x.com/rwang07/status/1965964816511869165) [@rwang07](/creator/x/rwang07) 2025-09-11T02:25Z 20.3K followers, 27.1K engagements


"Morgan Stanley: "Our industry check suggest adoption in 2026 (of 12-inch SiC as the carrier for A16 node) should be small but may ramp up in 2027. Our estimate for A16 wafer capacity is around 6kwpm by the end of 2027.""  
[X Link](https://x.com/rwang07/status/1968957171745349766) [@rwang07](/creator/x/rwang07) 2025-09-19T08:35Z 20.3K followers, 1769 engagements


"GF Securities: "Regarding $META (ASIC) although market views are divided we now expect $MRVL to be more likely to win the ARKE project due to its I/O capabilities and the pressing need to broaden its customer portfolio.""  
[X Link](https://x.com/rwang07/status/1971391682680914351) [@rwang07](/creator/x/rwang07) 2025-09-26T01:49Z 20.3K followers, 29.4K engagements


"CLST: Increasing data traffic due to AI server deployments is driving 800G switch upgrades for AI datacentres. $AMZN $Accton (2345 TW). We expect AWS 800G switch demand to accelerate from 4Q25 to meet the surge in data traffic from GPU and in-house ASICs and also thanks to smoother supply of 800G switch chips and components. Accton will be the major supplier of AWS 800G switches as demand continues to strengthen. Increasing engagement with a new key customer on new 800G switch opportunities could become a third leg for business growth. Also we expect Accton to begin to ramp up 800G switches"  
[X Link](https://x.com/rwang07/status/1971930558067335274) [@rwang07](/creator/x/rwang07) 2025-09-27T13:30Z 20.3K followers, 8664 engagements


"Hanmi Semiconductor Unveiled New Tool Aiming to Enter 2.5D Advanced Packaging. According to reports from Seoul Economic Daily and ZDNet Korea Hanmi has launched a next-generation tool designed specifically for AI semiconductors: the Big-Die Flip Chip Bonder (FC Bonder). The new equipment will be available to customers worldwide and signals a strategic leap into the booming 2.5D packaging sector. The newly unveiled Big-Die FC Bonder is engineered to support significantly larger chip substrates enabling bonding on interposers up to 7575mm far larger than the conventional 2020mm formats used in"  
[X Link](https://x.com/rwang07/status/1972639139037372638) [@rwang07](/creator/x/rwang07) 2025-09-29T12:26Z 20.3K followers, 2304 engagements


"$NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders is so strong that it needs to aggressively build more factories. Even with facilities in both Taiwan and the U.S. capacity remains insufficient requiring additional site searches and contingency planning. She noted that AI server order visibility extends through 2027 with major customers continuing to ramp up investment in"  
[X Link](https://x.com/rwang07/status/1973873740078358759) [@rwang07](/creator/x/rwang07) 2025-10-02T22:12Z 20.3K followers, 51.2K engagements


"Hanmi Semiconductor establishes a local entity in Singapore to provide on-site support for $MU amid Micron's expansion in Singapore. Hanmi Singapore will deploy senior engineers locally to offer fast and professional service. Hanmi has provided close support to Micron Taichung factory in Taiwan through its Taiwanese subsidiary Hanmi Taiwan. To expand HBM capacity Micron broke ground in January 2025 in Singapore's Woodlands area investing US$7 billion to build an advanced packaging facility with plans to start HBM production there from 2027"  
[X Link](https://x.com/rwang07/status/1975153284190028152) [@rwang07](/creator/x/rwang07) 2025-10-06T10:56Z 20.3K followers, 3201 engagements


"$AMAT launches Kinex Bonding System an integrated hybrid bonding platform co-developed with $BESI advancing next-gen 3D packaging"  
[X Link](https://x.com/rwang07/status/1975598678166675891) [@rwang07](/creator/x/rwang07) 2025-10-07T16:26Z 20.3K followers, 18.3K engagements


"1) Foxconn (Hon Hai) and Shin Zu Shing (SZS) have formed a joint venture to take orders and manufacture the $APPL foldable iPhone hinge. Foxconn holds a slightly higher stake and steers future direction. The JV has secured a larger order share (65%) than Amphenol (35%). 2) Luxshare-ICT could join as a new hinge supplier as early as sometime after 2027"  
[X Link](https://x.com/rwang07/status/1977522082792485344) [@rwang07](/creator/x/rwang07) 2025-10-12T23:49Z 20.3K followers, 8328 engagements


"1) Delta Electronics and $VRT at OCP today with 800V VDC announcements (I am not there in OCP yet just their announcement in my inbox lol)"  
[X Link](https://x.com/rwang07/status/1977894062628782284) [@rwang07](/creator/x/rwang07) 2025-10-14T00:27Z 20.3K followers, 3256 engagements


"Memory module maker ADATA Chairman Simon Chen stated that the global memory market is facing an unprecedented shortage (called it "near empty") in DRAM NAND and HDD. These product lines are experiencing simultaneous supply tightness for the first time. The AI boom has driven a surge in demand so strong that the grain bins of the three major upstream suppliers are now nearly empty. He stated bluntly Our competitors in securing supply are no longer our peers in the industry they are now the cloud service provider (CSP) giants. He revealed that current inventories at upstream suppliers are"  
[X Link](https://x.com/rwang07/status/1978040541884412205) [@rwang07](/creator/x/rwang07) 2025-10-14T10:09Z 20.3K followers, 42.5K engagements


"The WSJ reported that Trump privately discussed with the senior officials about sending a message that the U.S. wants to de-escalate trade tensions with China - Trump aims to de-escalate trade tensions with China after threatening XXX% tariffs he and senior officials discussed sending a global message that the U.S. wants to cool relations. - Both Washington and Beijing privately seek to ease tensions with Trumps team hoping to stabilize markets and prevent distractions from his Middle East peace efforts. - Despite the de-escalation signals administration officials had been preparing"  
[X Link](https://x.com/rwang07/status/1978042119336911070) [@rwang07](/creator/x/rwang07) 2025-10-14T10:16Z 20.3K followers, 264.3K engagements


"Very interesting note will be an incremental one if true. GF Securities' note suggests that SK Hynix has increased its 2026 CapEx growth target from XX% YoY to nearly 30%.""  
[X Link](https://x.com/rwang07/status/1978458154070405461) [@rwang07](/creator/x/rwang07) 2025-10-15T13:49Z 20.3K followers, 25.5K engagements


"Increasing power consumption across successive generations of $NVDA AI servers"  
[X Link](https://x.com/rwang07/status/1978470426281205785) [@rwang07](/creator/x/rwang07) 2025-10-15T14:38Z 20.3K followers, 19.6K engagements


"This is very impressive. $TSM's last Q margin was already impressive. And this one is arugbly more. $TSM CFO Jen-Chau Huang: "Compared to second quarter our third quarter gross margin increased by XX basis points sequentially to 59.5%." "In addition we also delivered better-than-expected cost improvement efforts. We have just guided our fourth quarter gross margin to increase by XX basis points to XX% at the midpoint." "we now expect the gross margin dilution from the ramp-up of our overseas fabs to be closer to X% in the second half of 2025" "For the full year 2025 we now expect it to be"  
[X Link](https://x.com/rwang07/status/1978808883985686741) [@rwang07](/creator/x/rwang07) 2025-10-16T13:02Z 20.3K followers, 20.9K engagements


"4) Key companies in photoresist and materials will be important too. JSR Tokyo Ohka Kogyo Sumitomo Chemical Shin-Etsu Chemical"  
[X Link](https://x.com/rwang07/status/1978814864974848395) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.3K followers, 1621 engagements


"$TSM CEO C.C Wei: "The AI demand actually continue to be very strong it's more -- more stronger than we thought X months ago okay" "So the CAGR we.previously we announced is about mid-40s. It's still.it's a little bit better than that." "Today the number are insane.""  
[X Link](https://x.com/rwang07/status/1978818709230596418) [@rwang07](/creator/x/rwang07) 2025-10-16T13:41Z 20.3K followers, 14.3K engagements


"First time to $NVDA HQ bruh this is beyond insane lol"  
[X Link](https://x.com/rwang07/status/1978866635533422799) [@rwang07](/creator/x/rwang07) 2025-10-16T16:52Z 20.3K followers, 13K engagements


"$ORCL Principal Financial Officer Doug Keering: "Building on that along with the RPO backlog that we've already signed the customer opportunity pipeline and the strength of our competitive differentiators we see much more revenue upside in the next five years than just a year ago. Our updated revenue target is to reach $225B by fiscal year 2030. This represents a CAGR of over XX% over the next five years. Our pipeline is very deep and we could see more large scale opportunities signed over the next XX months which could change this forecast and outlook further.""  
[X Link](https://x.com/rwang07/status/1979176685439455634) [@rwang07](/creator/x/rwang07) 2025-10-17T13:24Z 20.3K followers, 7152 engagements


"I think were doing very well. I think were getting along with China Trump said. The US president also indicated that he believed his planned meeting with Chinese President Xi Jinping set to take place this month in South Korea on the sidelines of the APEC leaders summit would go ahead. I think things have de-escalated Bessent said Friday. We hope that China will show the respect that we have shown them. And I am confident that President Trump because of his relationship with President Xi will be able to get things back on a good course"  
[X Link](https://x.com/rwang07/status/1979521620386705737) [@rwang07](/creator/x/rwang07) 2025-10-18T12:15Z 20.3K followers, 4228 engagements


"Samsung Electronics is reportedly ramping up investment in EUV lithography planning to add five more systems for its memory division alongside two High-NA EUV tools for its foundry arm. Industry sources noted that Samsung's foundry and memory lines at Pyeongtaek previously shared EUV tools. The new plan gives the memory division exclusive access to five dedicated systems. Meanwhile two High NA EUV tools for the foundry are designated for 2nm production one bound for the Hwaseong campus and the other potentially headed to the Taylor Texas fab depending on new orders from major NA clients"  
[X Link](https://x.com/rwang07/status/1979617853545595385) [@rwang07](/creator/x/rwang07) 2025-10-18T18:37Z 20.3K followers, 9666 engagements


"KGI: According to our recent check demand for $TSM CoWoS in 2026 has become even stronger compared with two weeks ago mainly driven by $NVDA. We estimate $TSM's CoWoS monthly capacity will expand from 70000 wafers at the end of 2025 to 115000 wafers by the end of 2026 (previously estimated at 110000 wafers)"  
[X Link](https://x.com/rwang07/status/1979873311229153438) [@rwang07](/creator/x/rwang07) 2025-10-19T11:32Z 20.3K followers, 39.8K engagements


"Taiwanese memory maker Winbond's Chairman takes a cautious stance on "memory supercycle": "The good news is that the upcycle has begun but the bad news is that the downcycle will also start in about two years." The market widely expects that the memory industry is entering a supercycle but Winbond Chairman Chiao Yu-Chun takes a more cautious stance. He believes that the root of the memory industrys cyclical nature lies in the pace of factory construction which typically takes about two years to complete. As suppliers gradually expand production supply and demand will eventually return to"  
[X Link](https://x.com/rwang07/status/1979889162879742463) [@rwang07](/creator/x/rwang07) 2025-10-19T12:35Z 20.3K followers, 4868 engagements


"According to an industry source Foxconn has begun developing $NVDA Vera Rubin AI servers with mass production and shipments planned for the 2H26. Industry insiders revealed that Foxconns main shipments this year are focused on $NVDA GB200 AI server racks which are scheduled for delivery completion by the end of this year. Meanwhile shipments of GB300 racks began in September and are expected to continue through next year. To prepare for the next wave of growth Foxconn has already started developing NVIDIAs next-generation Vera Rubin NVL144 MGX platform with shipments projected to begin in the"  
[X Link](https://x.com/rwang07/status/1980014489304224103) [@rwang07](/creator/x/rwang07) 2025-10-19T20:53Z 20.3K followers, 67.8K engagements


"$TSM revenue share from China reportely continues to decline as Bitmains orders have been cut in half and Huawei-affiliated Sophgos orders have fallen to zero. Sophgo Technology which drew scrutiny for potentially violating U.S. export restrictions has seen both wafer orders and revenue contribution to TSMC fall to zero in 2025. Bitmains contribution has also declined sharply now representing only about X% of TSMCs revenue. In April 2025 research firm TechInsights reported that Huaweis Ascend AI chips incorporated advanced components from TSMC Samsung Electronics and SK Hynix. TSMC"  
[X Link](https://x.com/rwang07/status/1980016204040327273) [@rwang07](/creator/x/rwang07) 2025-10-19T21:00Z 20.3K followers, 4586 engagements


"One mistakes people make on EoL is they thought EoL means these vendors do not ship any DDR4 anymore but in fact they still serve their existing client in smaller volumes. The case applies to other players. "Regarding the recent increase in DDR4 DRAM prices Micron is struggling to fully meet demand due to limited production capacity. Sadana stated that while the company plans to gradually phase out DDR4 production it will extend the production period to support key long-term customers through its U.S. fabs. However he added that overall capacity may still fall short of market demand.""  
[X Link](https://x.com/rwang07/status/1980232601681187003) [@rwang07](/creator/x/rwang07) 2025-10-20T11:20Z 20.3K followers, 8300 engagements


"$AVGO leading the push for SUE as an open infrastructure standard with support from partners such as $AMD $ANET $CSCO and $CRDO while UALink-related companies like $ALAB may face increased competitive pressure. Note from GF Securities's observation in OCP"  
[X Link](https://x.com/rwang07/status/1980239693376880971) [@rwang07](/creator/x/rwang07) 2025-10-20T11:48Z 20.3K followers, 6517 engagements