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[@rwang07](/creator/twitter/rwang07)
"@lokoyacap I was simply running out of K-drama to watch on netflix and accidentally clicked in and turns out pretty good 😭"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947077331366842763) 2025-07-20 23:33:05 UTC 14.1K followers, XXX engagements


"Interesting. So Digitimes suggests that there is some pull-in effect of GB200 according to supply chain. The supply chain further explains that in response to reciprocal tariffs imposed by the Trump administration clients aggressively stocked inventory in the first half of the year"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947252954123125080) 2025-07-21 11:10:57 UTC 14.1K followers, 1279 engagements


"Here we go. US Treasury examining Benchmark Capitals ties to Chinese startup Manus AI The US Treasury Department is reviewing a Benchmark Capital-led $XX million investment in Chinese startup Manus AI according to two people familiar with the matter the latest example of an intensifying tech race between the two countries"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1920915341137338523) 2025-05-09 18:54:40 UTC 14.1K followers, 1799 engagements


"$INTC may be planning further layoffs in Oregon. So far the company has already reportedly cut at least 5400 jobs in the state since August reducing its local workforce to around 18000the lowest level in over a decade"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946531472849994181) 2025-07-19 11:24:02 UTC 14.1K followers, 14K engagements


"Pay youtube premium and listen earnings call on my youtube. Make sense :)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948119300511785014) 2025-07-23 20:33:30 UTC 14.1K followers, XXX engagements


"$NVDA-MediaTek co-develop GB10 chip (for DGX Spark) is now reportedly entering massive shipment with associated end products (DGX Spark) set to launch sequentially soon. The previous announced partner including $DELL $LNVGY $HP GigaByte ASUS Acer MSI are expected to start shipping DGX Spark in July. I believe it may still take some time before the product gains better visibility in the market given the time needed for product promotion and shipment. Yes this will TAKE TIME. This should be the first personal AI supercomputer that $NVDA has first shipped and is one of key product that announced"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942322788196401495) 2025-07-07 20:40:13 UTC 14.1K followers, 1389 engagements


"BIG: China Halts XXX% Tariffs on Semiconductor from the United States 1/2 According to the customs declaration system "Single Window" (on April XX 2025 the declared tax calculation shows that customs will cease the additional XXX% tariff on integrated circuits under HS code 8542 originating from the United States. For other goods the additional XXX% tariff will still temporarily follow the stipulations in Tax Commission Announcement No. X of 2025 and General Administration of Customs Announcement No. XX of 2025"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1915373035781067238) 2025-04-24 11:51:32 UTC 14.1K followers, 252.2K engagements


"There is certainly an increasing interests among investors on some of Chinese companies in field of AI humanoid and robotics and some AI consumer-facing application"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946163941433819387) 2025-07-18 11:03:36 UTC 14.1K followers, XXX engagements


"WSJ cited people familiar with the matter that "Chinese Vice Premier He Lifeng drove a hard bargain by asking the U.S. side to loosen restrictions significantly on the sale of technology and other products to China""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1932614246505791497) 2025-06-11 01:41:57 UTC 14.1K followers, 23K engagements


"Goldman Sachs: "we believe HBM pricing could decline for the first time in 2026 with increasing competition and pricing power gradually shifting to the major customer where Hynix has an outsized exposure. We lower our HBM estimates for 2026 on the back of double-digit% HBM pricing decline for next year and believe the company OP for next year will decline yoy .""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946170779613139413) 2025-07-18 11:30:46 UTC 14.1K followers, 1378 engagements


"Morgan Stanley suggests that substantial shipments of AVC's cold plate module ramp up for GB200/GB300 server racks and ASIC AI server projects. It's important to know that AVC (Asia Vital Components) is NOT ONLY the supplier of $NVDA racks but also $AMZN. So the "ASIC AI Servers" project mentioned here is likely to be Trainum-series ASIC (T2 which might "live longer" given slower-than expected development of 3nm T3 likely 2026) Some might wonder why not $GOOGL This is because the cold plate module suppliers for $GOOGL should be Cooler Master Furukawa Boyd to author's understanding (let me"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942398281918697846) 2025-07-08 01:40:13 UTC 14.1K followers, 2831 engagements


"South Korea media reported that the process yield of Samsung Electronics' 1c DRAM has reportedly surpassed XX% citing industry source. This is great and significant for Samsung if confirmed. Time will tell"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946155915905790193) 2025-07-18 10:31:42 UTC 14.1K followers, XXX engagements


"Well. $AVGO rescinded investment plan in Spain"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944709083421921779) 2025-07-14 10:42:31 UTC 14.1K followers, 2106 engagements


"Sell-side on Alchip Technology: Volume shipments of Trainium X will ramp from early 2026 with total units projected at XXX XXX million. The research team originally expected IDM customers AI ASIC projects to add meaningfully to 2025 revenue. Yet due to repeated downward revisions to their capacityramp plans it has left the contribution below earlier projections. In addition the X nm AI chip for a major CSP customer has entered the late stage of its product cycle so volume began to decline in Q1. Despite these negatives our checks show that NorthAmerican clients continue to post very robust"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1927475743384101284) 2025-05-27 21:23:22 UTC 14.1K followers, 1622 engagements


"Xpeng and its self-developed chip Turning. Goldman Sachs: XPeng will make Turing AI chips standard features for more premium vehicle models vs. G7 and will consider making it available for future MONA series models. According to management it took four years with R&D expenses of several 10bn of Rmb each year to develop Turing AI chips. Management expects 3-4 years of life cycle for the first generation of Turing chips targeted at L2+/L3 autopilot robots and flying cars;"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945342867041300810) 2025-07-16 04:40:56 UTC 14.1K followers, 3502 engagements


"Some more detailed on $ASML's revenue sources"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946162225388920900) 2025-07-18 10:56:47 UTC 14.1K followers, 1731 engagements


"Interesting context from Chosun and Seoul Economic Daily. 1) Chosun Biz (cited industry source): ASICs make up just XX% of HBM shipments 2) Micron hasnt officially named the other two customers its ASIC clients are believed to include $AVGO $MRVL and $AMZN. $MRVL & $AMZN should have more than one suppliers for HBM"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947098419220431022) 2025-07-21 00:56:53 UTC 14.1K followers, 2917 engagements


"Over half of U.S. adults are using OpenAI and $GOOGL's chatbots as their AI assistant. $META $AMZN and $AAPL follow. Claude has much lower usage amount U.S adults which is very interesting (of course we can discuss the methodology). Source: Menlo Ventures"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942552538169090288) 2025-07-08 11:53:10 UTC 14.1K followers, 13.1K engagements


""Another reason why Apple is embracing foldables now: The format has become especially popular in China a market where the company is eager for a turnaround.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946927772649001135) 2025-07-20 13:38:47 UTC 14.1K followers, 2706 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948072072011198552) 2025-07-23 17:25:50 UTC 14.1K followers, 5210 engagements


"This ecosystem infographic of China building its own "ASML" is interesting too"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946931449321386009) 2025-07-20 13:53:24 UTC 14.1K followers, XXX engagements


"Online spending soared $XXXX billion across U.S. retailers during the stretch from July X to XX outpacing Adobe Analytics' prior forecast Retailers recorded online sales growth of XXXX% during events that included Amazon Prime Day Adobe said on Saturday compared with its projections of 28.4%"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944380200478781556) 2025-07-13 12:55:39 UTC 14.1K followers, 1210 engagements


"Jensen Huang: Models like DeepSeek Alibaba Tencent MiniMax and Baidu Ernie bot are world class developed here and shared openly and have spurred AI developments worldwide"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946177414482039160) 2025-07-18 11:57:08 UTC 14.1K followers, XXX engagements


"50% of $META's Super Intelligence team are from China"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946728992997859334) 2025-07-20 00:28:55 UTC 14.1K followers, 5321 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947856496357962108) 2025-07-23 03:09:12 UTC 14.1K followers, 2145 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948481331966738625) 2025-07-24 20:32:05 UTC 14.1K followers, 5125 engagements


"Fantastic details behind $SNPS - $ANSS deal amid geopolitical uncertainties explained by $SNPS CEO. "Its important for Synopsys to have access to both markets to continue leading." @Synopsys @ANSYS"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945997176259125652) 2025-07-18 00:00:56 UTC 14.1K followers, 1720 engagements


"Kim Dae-woo Senior VP of the Next-GenResearch Team at Samsung Semiconductor Research Institute said hybrid bondingcould be deployed starting with HBM4E. Samsung is already supplying 16-layer hybird bonding HBM samples to customers for evaluation"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947974471878340748) 2025-07-23 10:58:00 UTC 14.1K followers, 2120 engagements


""In a sign of Altmans rising influence he will be the keynote speaker at a Federal Reserve conference later this month addressing central bankers about AIs impact on the economy.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946175310828863995) 2025-07-18 11:48:46 UTC 14.1K followers, XXX engagements


"Interesting but make a lot of sense. $TSM CEO C.C. Wei: And today let me share with you we are using the N7 capacity to support N5 because the N5 is too tight. And then we are converting N5 to N3as you just pointed out"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945887579074662608) 2025-07-17 16:45:26 UTC 14.1K followers, XXX engagements


"Report: Quanta posted its strongest May revenue driven by strong AIserver and notebook shipments. Quanta Computer reported consolidated revenue of NT$160.242 billion for May up XXXX % monthonmonth and XXXXX % yearonyear. Benefiting from a rampup in NVIDIA GB200 AI server shipments and rising notebook demand the figure marks the companys secondhighest monthly total everand its strongest May on record. Despite headwinds from a stronger New Taiwan dollar Quantas revenue continued to grow. Cumulative sales for the first five months reached NT$799.925 billionjust shy of the NT$800 billion"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1932156703199674839) 2025-06-09 19:23:50 UTC 14.1K followers, 2684 engagements


"@Alex_Intel_ The density was not surprising I have seen that comparison somewhere else. But was impressed by SemiAnalysis' team work on cost ( I heard about it but see the graph first time)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947477123507360169) 2025-07-22 02:01:43 UTC 14.1K followers, XXX engagements


"NVIDIA today unveiled NVIDIA NVLink Fusion new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with NVIDIA NVLink the worlds most advanced and widely adopted computing fabric. MediaTek Marvell Alchip Technologies Astera Labs Synopsys and Cadence are among the first to adopt NVLink Fusion enabling custom silicon scale-up to meet the requirements of demanding workloads for model training and agentic AI inference. Using NVLink Fusion Fujitsu and Qualcomm Technologies CPUs can also be integrated with NVIDIA GPUs to build"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1924313072090382405) 2025-05-19 03:56:03 UTC 14.1K followers, 14.9K engagements


"$NVDA-MediaTek's 3nm C-X1 automotive chip is reportedly likely to ramp up noticeably in 1H26 and projected to contribute to MediaTek's revenue in 2026"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946012180945531184) 2025-07-18 01:00:33 UTC 14.1K followers, 1324 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948564492322746642) 2025-07-25 02:02:32 UTC 14.1K followers, XXX engagements


"Keybanc Capital Markets: " $INTC current 18A yield has reached XX% an improvement over the previous quarters XX% closely trailing $TSM 2nm yield (65%) and surpassing Samsungs SF2 yield (40%)." Keybanc projects that Intel's 18A yield could reach XX% by Q4 2025"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945455886324887927) 2025-07-16 12:10:02 UTC 14.1K followers, 3089 engagements


"Nah CXMT bros are something else. Digitimes reported that CXMT DDR5/LPDDR5 samples it recently sent out have passed testing and are almost on par in quality with those of Nanya Technology. If this is true this is not "raise concern' but war time mode for Nanya lol"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947478935064687070) 2025-07-22 02:08:55 UTC 14.1K followers, 7080 engagements


"Digitimes today reported that $NVDA has begun limited production of its next-generation AI server platform the GB300 (or Blackwell Ultra) with volume shipments expected to ramp up starting in September 2025 according to sources in the supply chain. We noted this few weeks earlier (to our client and include it in our recent coverage on $CRWV $DELL and $NVDA) at @TheFuturumGroup @FuturumEquities"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946157754713829850) 2025-07-18 10:39:01 UTC 14.1K followers, 17.8K engagements


"UBS on Global AI Investment Trend China Cloud AI Adoption Enterprise AI Global AI Spending. 1) Expect global AI capex to grow by XX% (to $480bn) in 2025 and XX% (to $360bn) in 2026 with the Big 4s share of AI spend to decline from XX% in 2025 to XX% in 2026. 2) Recent supply chain results and industry adoption data from the US Census Bureau are reassuring supporting our view that AI fundamentals are intact. 3) AI spending beyond the Big X should grow by more than XX% in 2025 and more than XX% in 2026 based on our estimates meaning overall AI growth momentum should continue. 4) Expect AI spend"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1915513170271129832) 2025-04-24 21:08:22 UTC 14.1K followers, 1071 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948477907321360687) 2025-07-24 20:18:28 UTC 14.1K followers, 9637 engagements


"Goldman Sachs: Hesai has gained exclusive design-wins from a top European OEM on a multi-year program and expects shipment starting from high-end vehicle models in 2026 and then mid-end vehicle models in 2027. The company has obtained X POC (Proof of Concept) programs with X global OEMs and tier-1 suppliers"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945343168477643060) 2025-07-16 04:42:08 UTC 14.1K followers, 1344 engagements


"Three points on Hanmi Semiconductor and TCB equipment from JP Morgan. 1) Faster HBM ramp from key customers SK Hynix $MU that necessitates equipment upgrades. 2) Revise up SK Hynix/ $MU capacity to reflect HBM supply tightness from Samsungs delayed qualification and inch up Hanmi wallet share by 5-10ppt to reflect higher share gains in HBM4. 3) HBM4 production will pick up in Q4 XX and Q1 26"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942764236335124674) 2025-07-09 01:54:23 UTC 14.1K followers, 1864 engagements


"China's purchase of WFE (by value) has been flattened this year tho (also have super high base year (24') "Applied Materials stock has fallen XX% in the past year leaving its price at about XX times forward earnings. Nvidias stock is up more than XX% over that period putting it at about XX times forward earnings. The big reason for the divergence is the trouble equipment makers like Applied and Lam face in China. Chinese sales which accounted for a quarter of Applieds revenue and nearly a third of Lams in their most recent quarters are taking a beating because of tightening U.S. export"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1940008931692098022) 2025-07-01 11:25:47 UTC 14.1K followers, 3390 engagements


"Alchip and Marvell. Stop the false narrative"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929568266277543976) 2025-06-02 15:58:18 UTC 14.1K followers, 2091 engagements


"Macquarie on Alchip and $MRVL: "In response to questions of its Taiwanese competitor also potentially having a 3nm project with same customer Marvell said that it is possible and likely that the customer""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1929883061014946190) 2025-06-03 12:49:11 UTC 14.1K followers, 2120 engagements


"I better not speak too much on this but let's just say $AMD is not the only firm thinking that 😂 Compared with similar parts from factories in Taiwan the US chips will be more than X% but less than XX% in terms of higher costs she said at an AI event in Washington Wednesday"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948174188654526615) 2025-07-24 00:11:36 UTC 14.1K followers, 3572 engagements


"Some update on Hon Hai (Foxconn) GB300 and $NVDA. Taiwan's OEM/ODM Hon Hai has reportedly secured orders from $CRWV and is preparing shipmentslikely in Q4 2025for $NVDA's GB300 (Blackwell Ultra). The Q4 timeline of shipment should apply to most OEMs although specific date and ramp up speed are likely varied. Q4 initial shipment so far has reported less concerns but Q1 2026 remain uncertain. The company has also reportedly expanded its production capacity in the U.S. through an additional $XXX million investment in its subsidiary (author's understand is this is reported in March 2025) Ingrasys"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1941994911030489317) 2025-07-06 22:57:21 UTC 14.1K followers, 8984 engagements


"Seou-based startup FuriosaAI has sealed its first major contract from LG AI Research. LG AI Research will use the chip to power its Exaone large-language models FuriosaAI Chief Executive Officer June Paik told Bloomberg News"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947613133541101865) 2025-07-22 11:02:10 UTC 14.1K followers, 2296 engagements


"$AMZN shuts down Shanghai AI research lab "Wang Minjie a scientist in the Shanghai lab established by the Amazon Web Services cloud arm in 2018 said in a post on social media that his team was being dissolved due to strategic adjustments amid US-China tensions.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947967116864630795) 2025-07-23 10:28:46 UTC 14.1K followers, 1217 engagements


"SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off GroundWSJ A must read here. Interesting"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947430016943358105) 2025-07-21 22:54:32 UTC 14.1K followers, 42.6K engagements


"@Alex_Intel_ Also I think despite higher cost I think 18A is not a "bad" node and should work fine for internal product line. Vertical edge should also offset some costs too And essentially 18A is NOT designed for external customers"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947477676434067708) 2025-07-22 02:03:55 UTC 14.1K followers, XXX engagements


"Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930231897130500417) 2025-06-04 11:55:20 UTC 14.1K followers, 7940 engagements


"Management is confident on DRAM roadmap and associated future increase of EUV intensity (said it will simply the manufacturing process). See #2"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945481309725331826) 2025-07-16 13:51:04 UTC 14.1K followers, 1878 engagements


"Goldman Sachs on Global Data Center: "Little has changed in terms of the health of supply/demand in the short term - occupancy rates remain at or near record highs for third-party leased datacenter facilities across most US markets and our own checks suggest that inflationary pressure on build costs are more than offset by rising lease pricing.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946170205400375350) 2025-07-18 11:28:29 UTC 14.1K followers, XXX engagements


"Between two foundries' leading edge node: Less density but more expensive 🤯"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947469165427605854) 2025-07-22 01:30:05 UTC 14.1K followers, 4082 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948485401330495764) 2025-07-24 20:48:15 UTC 14.1K followers, 11.4K engagements


""According to reports Micron's custom-produced LPDDR5X for SOCAMM modules began small-scale packaging by Powertech Technology Inc. (PTI) in Q1. Mass production in Q2 with shipments expected to remain strong in Q3. It is estimated that next-generation AI servers will be equipped with four SOCAMM modules which translates to approximately XXX LPDDR5X chips per server. The market anticipates that demand for high-end LPDDR5X packaging will continue to grow steadily.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1935806696976531960) 2025-06-19 21:07:36 UTC 14.1K followers, 2955 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944434407890202665) 2025-07-13 16:31:03 UTC 14.1K followers, 3463 engagements


"BIG: Trump might visit China between October XX and November X before APEC Leaders' Summit in South Korea SCMP reported. See my note below. *Nothing surprise here. The key is whether two countries can keep up the momentum"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946942719512965219) 2025-07-20 14:38:11 UTC 14.1K followers, 13.3K engagements


"10 key takeaways from trip to China by Danske Bank (April 16). Lead anlayst of this report offers key insights and on-ground observation on Chinese Economy Technology Tariffs Monetary/Fiscal Policy Apple ($AAPL) Tesla ($TSLA) Supply Chain Real Estate and Consumption. Only put brief summary to keep it short (relatively): X. China prepared to fight: - As should be clear by now China is prepared for a fight and not in a rush to enter talks. - From the point of view in China Trump is hurting the US as much as he is hurting China. - A thing you hear again and again is that the trade war is really"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1912693713605636252) 2025-04-17 02:24:52 UTC 14.1K followers, 9878 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948118836676354557) 2025-07-23 20:31:39 UTC 14.1K followers, 2502 engagements


"Morgan Stanley: "Our supply chain checks suggest the component supply chain started to ramp up related production for the $AAPL iPhone XX in June led by Largan's June revenue up XX% MoM (+3% YoY).""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945063692971786637) 2025-07-15 10:11:36 UTC 14.1K followers, 1192 engagements


"$AAPL vs. Huawei Smartphone Market Share in China. Very close in term of market share. Source: Citi"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945335784887722413) 2025-07-16 04:12:48 UTC 14.1K followers, 1394 engagements


"$AMZN cut at least hundreds of jobs in its AWS cloud computing unit on Thursday two sources said"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946011399919997157) 2025-07-18 00:57:27 UTC 14.1K followers, 1886 engagements


"Interesting follow up detail by Reuters. See: "Chinese companies have scrambled to place orders for the chips which Nvidia would then need to send to the U.S. government for approval the sources familiar with the matter said. They added that internet giants ByteDance and Tencent are in the process of submitting applications. Central to the process is a "whitelist" put together by Nvidia for Chinese companies to register for potential purchases one of the sources said.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945092985558827192) 2025-07-15 12:08:00 UTC 14.1K followers, 7181 engagements


"Bernstein estimated that Huawei's Ascend 910C will ship 350k units of 910C and 910B respectively in 2025. If the estimate is true that's total 1.05M (700K + 350K) logic die production capacity from Huawei & SMIC. Another interesting thing is Huawei & SMIC production capacity could be higher if it includes the Ascend production for internally workload (e.g. Huawei Cloud)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947007718751121479) 2025-07-20 18:56:28 UTC 14.1K followers, 2181 engagements


"Few notable (but unsurprising) excepts from this @NikkeiAsia piece (great one btw) on Chinese semiconductor industry. Nothing "crazy" here but great context to confirm and reexamine. 1) CXMT and YMTC have replaced foreign tools used for etching measurements deposition chemical polishing and more with domestic alternatives. 2) SMIC and CXMT have experienced significant yield loss due to the use of domestic equipment something global chipmakers typically try to avoid Nikkei Asia has learned. Notably this HAS NOT stopped them from continuing their trials. 4) Chinese lithography is nowhere close"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946931447236829461) 2025-07-20 13:53:23 UTC 14.1K followers, 4101 engagements


"Few updates: 1) My previous 500K was low-end estimate ultimately. Been talking with several people 700K-800K estimates (some say X million) might be more closer to reality. This will translate to quarterly revenue XXX billion XXX billion with ASP of H20 set at 12K (4.2 - XXX billion if only half of them get shipped in a quarter) for $NVDA Revenue should translate in Q3 and Q4 (hinges on license approval timeline and shipment speed) Expect no demand issue (but significant demand) for H20. BBAT are the biggest buyers"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947637612597977551) 2025-07-22 12:39:26 UTC 14.1K followers, 16.8K engagements


"Morgan Stanley: we are confident that Alchip is the ONLY SOURCE for ( $AMZN) Trainium3 XPU and will start small production at the end of 2025. *read this few days ago but forgot to share sorry"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1940587569697509382) 2025-07-03 01:45:05 UTC 14.1K followers, 17K engagements


""Whether the technology sees full commercialization at the HBM4E stage depends on customer demand and investment feasibility.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947974663356686401) 2025-07-23 10:58:46 UTC 14.1K followers, 1338 engagements


"My understanding is Hon Hai has exclusive orders for $AAPL's foldable phone business (without surprise most production will from China/India). This should be the upside risks for Hon Hai coming in 2026. $AAPL's push for foldable phone could potential incentives new phone replacement cycle coming in 2026 as long as likely improve overall sentiment on foldable phone offered by other brands in the medium term. Other key supplier for $AAPL's foldable phone you should watch: 1) 3D-printed titanium alloy: Shin Zu Shing (Lingyi iTech could be another player but unconfirmed for now) 2) Small"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942176022016745855) 2025-07-07 10:57:02 UTC 14.1K followers, 2942 engagements


"China's State Administration for Market Regulation Grants Conditional Approval for Synopsys to Acquire Ansy $SNPS $ANSS No more macro headwinds"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944704363731034364) 2025-07-14 10:23:45 UTC 14.1K followers, 4681 engagements


"WSJ's Heard on the Street: Oracle Is No Longer AIs Dark Horse"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946178220102922478) 2025-07-18 12:00:20 UTC 14.1K followers, XXX engagements


"My man always has the "scoop." MediaTek's SerDes ok"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947262373464601052) 2025-07-21 11:48:22 UTC 14.1K followers, 4798 engagements


"Very intrigued by the fact that $ASML management deflected to comment on 26' several times"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945499359941890255) 2025-07-16 15:02:47 UTC 14.1K followers, 3845 engagements


"Interesting. Goldman Sachs downgraded its investment opinion on SK hynix to 'neutral' on this day. While demand for HBM is expected to remain solid in the long term it noted a likelihood of price declines due to competition starting in 2026. This indicates that pricing power would shift from suppliers to customers. Goldman Sachs said 'SK hynix's operating profit for 2026 is expected to decrease compared to this year' adding that 'considering the performance risks it is shifting to a conservative stance as the stock price has already risen significantly.'"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945664454806351968) 2025-07-17 01:58:49 UTC 14.1K followers, 16.9K engagements


"Big development. Next week U.S.-China talk in Stockholm. Let the game starts. Chinas State Administration for Market Regulation (SAMR) has announced the suspension of its antitrust investigation into DuPont China. The one-line notice did not provide any further details"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947690624184094938) 2025-07-22 16:10:05 UTC 14.1K followers, XXX engagements


"Few points on $NVDA lift of H20 ban H20 and B30 upside and policy implications 🧵 1) The surging AI inference and compute demand from China: Much of Chinese compute and inference has yet to be reflected in $NVDA s reported numbers. I believe given the pace of Chinese AI development I think the compute and inference demand in 2H25 and Q1 2026 will be even greater than late 2024 and Q1 2025 (we see how compute growth plays out in 1H25 globally)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944964146094612981) 2025-07-15 03:36:02 UTC 14.1K followers, 41.7K engagements


"@beingsoldeus XX sold out is management's comment previously. The management DID NOT state HBM is sold out for 26'. Just for clarity here"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947858373728514130) 2025-07-23 03:16:40 UTC 14.1K followers, XX engagements


"Goldman Sachs Takeaways from COMPUTEX Hon Hai (Foxconn) and AI Servers. X. AI servers in various architecture. Hon Hai showcased AI servers in various architecture across air / liquid-cooled baseboard-based and rack-level for example: GB300 NVL72 rack-level AI servers HGX B300 baseboard-based AI servers MGX 4U air cooling server etc. covering clients needs across large / mid / small-scale entities. The MGX AI servers offers modular design with flexibility in memory / storage and easier change on GPUs attractive to small-scale companies. Apart from full systems the company also exhibited AI"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1926635013426041038) 2025-05-25 13:42:37 UTC 14.1K followers, 7034 engagements


"It's interesting to read $TSM's confidence on legacy chips as well as its decision for ESMC and JASM"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945898793049694414) 2025-07-17 17:29:59 UTC 14.1K followers, 1000 engagements


"The most interesting message from the earnings call yesterday wasn't the fact that $TSM's advanced node (7nm) account XX% (73% in Q1) but the fact that management imply the supply dynamic of 3nm and 5nm remain very tight moving forward"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946151918222368838) 2025-07-18 10:15:49 UTC 14.1K followers, 1608 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948388777237364816) 2025-07-24 14:24:18 UTC 14.1K followers, 1414 engagements


"Alchips 3nm Chips (likely Include $AMZN AWS Trainium 3)Set for Small-Batch Production by Late 2025 Full Ramp in 2026AIchip Chairman and General Manager Johnny Shen The company expects small-batch shipments to begin by the end of 2025 with full-scale mass production set for 2026. This next-generation chip has drawn significant market attention with order volumes projected to exceed those of the prior 7nm generation. Additionally due to the upgraded process node the average selling price has increased significantly. Alchip holds a positive outlook on the projects contribution to its business."  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1928201732548612428) 2025-05-29 21:28:11 UTC 14.1K followers, 3284 engagements


"AI Actiona Plan: "America is in a race to achieve global dominance in artificial intelligence (AI). Winning this race will usher in a new era of human flourishing economic competitiveness and national security for the American people. Recognizing this President Trump directed the creation of an AI Action Plan in the early days of his second term in office. Based on the three pillars of accelerating innovation building AI infrastructure and leading in international diplomacy and security this Action Plan is Americas roadmap to win the race.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948034256564859209) 2025-07-23 14:55:34 UTC 14.1K followers, 1074 engagements


"Morgan Stanley: The US AI companies NVIDIA AMD and Broadcom look likely to receive licenses to ship to China at levels consistent with the prior threshold"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947247066335330305) 2025-07-21 10:47:33 UTC 14.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948163990632157490) 2025-07-23 23:31:05 UTC 14.1K followers, 3366 engagements


"Report: Apple supplier Yageo says bid for Japan's Shibaura is a 'win-win' Taiwanese electronics supplier Yageo says its acquisition of Japanese peer Shibaura Electronics would be a "win-win" for the makers of passive components used in everything from AI servers and cars to satellites. Yageo a key Apple and Nvidia supplier has been attempting to acquire Shibaura to bolster its AI and automotive solutions portfolio. "We are now having a product portfolio with almost XX% of all passive electronics components on the printed circuit boards for all types of global electronics devices and"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1931555694278303964) 2025-06-08 03:35:38 UTC 14.1K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1928079772342702212) 2025-05-29 13:23:34 UTC 14.1K followers, 1313 engagements


"Delta Electronics has been the key power suppy and cooling provider for $NVDA $GOOGL (TPU) and $AWS (Trainium). In June Delta Electronics reported NT$42.208 billion representing a XXXX% month-over-month increase and a XXXXX% year-over-year increasemarking the second-highest monthly revenue on record Delta achieve a new quarterly high revenue ($124.03B XXX% QoQ and XXXX% YoY) in Q2 with first-half revenue also hitting a record for the same period (T$242.954 billion up XXXXX% YOY). The AI severs continue to be the key driver for companies growth with ramp-up of NOT ONLY $NVDA's GB200 but also"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943087156034998453) 2025-07-09 23:17:33 UTC 14.1K followers, 7827 engagements


"ASP "only" grew single-digit % due to a considerable increase in sales of relatively lowered priced DRAM product"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948364959550787924) 2025-07-24 12:49:39 UTC 14.1K followers, 1326 engagements


"Wow. Nomura wrote "Our recent industry checks suggest a likely slower CoPoS development pace at TSMC and the volume production timeline could be delayed until 2H29F vs TSMCs guidance of 2027E" $TSM"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945346753890341129) 2025-07-16 04:56:23 UTC 14.1K followers, 18.1K engagements


""Together they represent a wave of fundraising that hasnt been seen among Chinese VCs for years.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946163938858569999) 2025-07-18 11:03:35 UTC 14.1K followers, 1403 engagements


"" $NVDA is expected to procure between 600K and 800K units of SOCAMM this year." This will be supplied by Micron given their industry-FIRST qualification"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945648188603470231) 2025-07-17 00:54:11 UTC 14.1K followers, 3021 engagements


"Big stuff here. Trump said he reached a trade deal with Japan that will set tariffs on Japanese imports at XX% and see the key American ally invest $XXX billion into the US"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947811290962895077) 2025-07-23 00:09:35 UTC 14.1K followers, 1458 engagements


"Imagine how many monthly trillion of tokens $GOOGL will process by the end of 2025"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948125277248250080) 2025-07-23 20:57:15 UTC 14.1K followers, 2367 engagements


"ASML Mistral AI Airbus and other 40+ organizations/business leaders have called on the EU to suspend the implementation of EU's AI Act according to Bloomberg"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1940723668042371276) 2025-07-03 10:45:54 UTC 14.1K followers, 2474 engagements


"Bullish Delta Electronics 🤓 cc'd @vikramskr Read his piece here"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947440652687466510) 2025-07-21 23:36:47 UTC 14.1K followers, 1625 engagements


"🧵My Latest Analysis: "Mapping Chinas HBM Advancement amid U.S. Export Controls" CXMT Now Just 3-4 Years Behind (1/N). Link: Key Takeaways: 1) Nvidias H20 GPU with HBM3 had become the most sought-after accelerator in China amid rapidly increasing inference and computing demand. Prior to the new restrictions shipments were projected to reach XXX million units in 2025. 2) CXMT is now only 3-4 years behind global leaders in high-bandwidth memory (HBM) development aiming to produce HBM3 in 2026 and HBM3E in 2027 amid notable technological improvements in DRAM. 3) CXMT still faces major roadblocks"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1912832759690678414) 2025-04-17 11:37:23 UTC 14.1K followers, 103.5K engagements


"Taiwanese VP on recent export control action against Huawei SMIC and other Chinese firms. 1) This has been a very challenging conversation between governments and private businesses." 2) But we have generally aligned in understanding that ultimately export control is to ensure that technology innovated developed and produced in Taiwan is not used to compromise our security or to harm the safety and security of the Taiwanese people. 3) Taiwanese officials have said that export controls are part of the ongoing US-Taiwan trade talks"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946167155361284314) 2025-07-18 11:16:22 UTC 14.1K followers, 1009 engagements


"$NVDA CEO Jensen Huang met with Chinese AI starup founder MiniMax founder . Minimax is reportedly going for IPO with 4B valuation"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946161610864697853) 2025-07-18 10:54:20 UTC 14.1K followers, 1321 engagements


"Since May over XX million video are generated by $GOOGL Veo3"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948120075149430988) 2025-07-23 20:36:34 UTC 14.1K followers, 1546 engagements


"BREAKING: Siemens EDA Halts China Service Amid Rumored U.S. Restrictions on Semiconductor Design Software Industry sources say Siemens EDA (Electronic Design Automation) division may suspend support and services for mainland China. The reported move follows a notice from the U.S. Commerce Departments Bureau of Industry and Security (BIS) instructing Siemens to decouple from its mainland Chinese customers. Siemens says it is awaiting further clarification from BIS while some of the companys technical websites have already been blocked for users in China. Meanwhile the other two major EDA"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1927712297142657281) 2025-05-28 13:03:21 UTC 14.1K followers, 114.7K engagements


"Morgan Stanley: Currently we still expect B30 can be shipped to China which is part of our TSMC XX% revenue growth forecast for 2026. If B30 cannot be shipped to China it would mean the entire Asia semi supply chain is likely to lose China's AI market unless there is any reversal in policy. $TSM $NVDA"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944572024157815279) 2025-07-14 01:37:53 UTC 14.1K followers, 8466 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948364675755688325) 2025-07-24 12:48:32 UTC 14.1K followers, 2012 engagements


"Interesting comment on Samsung $MU SK Hynix"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945463616003580103) 2025-07-16 12:40:45 UTC 14.1K followers, 5808 engagements


"Missed this news. W GigaByte. Japanese DataSection announced that it has successfully procured XXX servers with a total of 5000 $NVDA B200 GPUs from GIGA-Computing Giga-Byte's subsidiary"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946173365435105547) 2025-07-18 11:41:03 UTC 14.1K followers, 1249 engagements


""xAI acquired X in March in an all-stock deal for $45bn. The transaction valued the combined company at $113bn. That would grow to about $245bn if the latest xAI fundraising is successful.""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1943786548832457044) 2025-07-11 21:36:41 UTC 14.1K followers, 1638 engagements


"Hon Hai CEO Young Liu is set to attend $GOOGL Made by Google hardware event in New York in August meeting $GOOGL CEO Sundar Pichai. Report suggest two side could discuss collaboration on autonomous vehicle (Waymo) as Hon Hai's technology is increasingly matured in EVs"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947465425995882732) 2025-07-22 01:15:14 UTC 14.1K followers, 1635 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1948118410178511339) 2025-07-23 20:29:57 UTC 14.1K followers, 1211 engagements


"$NVDA China restart faces production obstacles reported by Reuters citing The Information The U.S. government's April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at $TSM said the report in tech publication The Information citing two people with knowledge of the matter. TSMC had shifted its H20 production lines to produce other chips for other customers and manufacturing new chips from scratch could take nine months Nvidia CEO Jensen Huang said at a media event in Beijing this week according to the report. The report"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946667158664270046) 2025-07-19 20:23:12 UTC 14.1K followers, 18.9K engagements


"The Epic Battle for AI TalentWith Exploding Offers Secret Deals and Tears"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946535633930932513) 2025-07-19 11:40:34 UTC 14.1K followers, 1137 engagements


"$ASML CFO Roger Dassen noted The lions share of tools this year and actually all in the second half are 3800s enabling customers to achieve planned capacity with fewer but more capable units. 🤣"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946315364494618914) 2025-07-18 21:05:18 UTC 14.1K followers, 2327 engagements


"Groq's first data center in Europe will be located in Helsinki Finland in a partnership with Equinix"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942188520262582385) 2025-07-07 11:46:42 UTC 14.1K followers, 1891 engagements


"@zephyr_z9 Some today only "care" about inference (which is important tbf) these days and just don't talk about training😂"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946403554970784001) 2025-07-19 02:55:44 UTC 14.1K followers, XXX engagements


"Macquarie: Alchips 3nm project with its major client is progressing on schedule and is expected to enter mass production in early Q1 2026 (reported by Economic Daily) /1"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1938415750403780700) 2025-06-27 01:55:03 UTC 14.1K followers, 1146 engagements


"BIG: $NVDA to resume H20 sales to China announces new fully compliant GPU for China"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944939884319232282) 2025-07-15 01:59:38 UTC 14.1K followers, 27K engagements


"$TSM SVP&CFO Wendell Huang: Compared to the first quarter foreign exchange rate of $X to TWD32.88 the actual second-quarter exchange rate was $X to TWD31.05. This created about XXX basis points margin headwind to our actual second-quarter gross margin. We also experienced slightly more than XXX basis points impact mainly as the margin dilution from our Arizona fab started to kick in"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946398415258259573) 2025-07-19 02:35:19 UTC 14.1K followers, 3429 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947976926494113934) 2025-07-23 11:07:45 UTC 14.1K followers, 1264 engagements


"BIG: Elon Musk Announced $NVDA First Batch of 550K GB200s & GB300s for xAI's Colossus X Supercluster Will Go Online In Weeks. @elonmusk"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947713065144725734) 2025-07-22 17:39:16 UTC 14.1K followers, 1727 engagements


"Just got off Bloomberg @business discussing $NVDA H20/B30 upsides White House new export control policy. 🧵 1) H20 and B30 upsides: We see notable upside for H20 licence approval as well as new B30 chips in China for Q4 and Q1 2026 given the strong inference and overall compute demand in China where is likely to be the second largest AI compute market featured rapidly AI model development If we assume $NVDA ships 500K units (fair estimate I think) in the coming quarter at an average ASP of $10K$12K that translates to 5-6 billion in potential revenue. In addition to B30 $NVDA should at least"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945285414253666324) 2025-07-16 00:52:39 UTC 14.1K followers, 8467 engagements


"Meta and Zuck is on a unstoppable run right now. Bloomberg reported that Meta acquired just under X% of Ray-Ban maker EssilorLuxottica a stake worth around $XXX billion which could increase to X% overtime"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1942671868873339282) 2025-07-08 19:47:21 UTC 14.1K followers, 4451 engagements


"Align with my understanding tho not doubt than humanoid is a significant opportunities not just for $TSM but broader semi ecosystem"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1945899541049311622) 2025-07-17 17:32:58 UTC 14.1K followers, 1632 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947971691486867682) 2025-07-23 10:46:57 UTC 14.1K followers, 51.1K engagements


"@Alex_Intel_ XXX likely come out within X weeks so we'll find out soon"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947477363706802345) 2025-07-22 02:02:40 UTC 14.1K followers, XXX engagements


"This is expected. Similar to the approach with Panther Lake $INTC Nova Lake CPU will adopt a dual-foundry sourcing. Also 18A (for internal) yield has improved steadily. $TSM"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1944729650611016114) 2025-07-14 12:04:14 UTC 14.1K followers, 3749 engagements


"Did not know LightSpeed has China arm too. "At least six of the countrys most prominent VC firms are creating new dollar-denominated funds designed to allow overseas investors to pool bets on Chinese companies""  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1946163019727163802) 2025-07-18 10:59:56 UTC 14.1K followers, 2233 engagements


"🧵 @MooreMorrisSemi and I just published a 4000word technical deep dive on HBM. A MUST READI can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how SK Hynix has taken the lead. 3) Chinas evolved HBM capabilities. /1 Link:"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1930025345488494731) 2025-06-03 22:14:35 UTC 14.1K followers, 70.3K engagements


"Wow so it's true $NVDA - MediaTek postponed N1X from Q3 2025 to Q1 2026. Credit: Digitimes (and supply chain source)"  
![@rwang07 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::833295407182516224.png) [@rwang07](/creator/x/rwang07) on [X](/post/tweet/1947464119000694928) 2025-07-22 01:10:02 UTC 14.1K followers, 15.2K engagements