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# ![@Arunabh85992578 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1389455480909492227.png) @Arunabh85992578 Vrangr

Vrangr posts on X about taiwan, ip, china, $alab the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1389455480909492227/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1389455480909492227/c:line/m:interactions.svg)

- X Week XX -XX%
- X Month XXXXX +13%
- X Year XXXXX +1,720%

### Mentions: X [#](/creator/twitter::1389455480909492227/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1389455480909492227/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX +3.60%
- X Year XX +3,200%

### Followers: XXX [#](/creator/twitter::1389455480909492227/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1389455480909492227/c:line/m:followers.svg)

- X Week XXX no change
- X Month XXX +25%
- X Months XXX -XX%

### CreatorRank: undefined [#](/creator/twitter::1389455480909492227/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1389455480909492227/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1389455480909492227/influence)
---

**Social category influence**
[countries](/list/countries)  [technology brands](/list/technology-brands)  [stocks](/list/stocks) 

**Social topic influence**
[taiwan](/topic/taiwan) #1352, [ip](/topic/ip), [china](/topic/china), [$alab](/topic/$alab), [prize](/topic/prize), [$mrvl](/topic/$mrvl)

**Top accounts mentioned or mentioned by**
[@insaneanalyst](/creator/undefined) [@tphuang](/creator/undefined) [@bucketshopcap](/creator/undefined) [@theaustinlyons](/creator/undefined) [@tbu12345678](/creator/undefined) [@multimismanaged](/creator/undefined) [@jukanlosreve](/creator/undefined) [@sama](/creator/undefined) [@benbajarin](/creator/undefined) [@networthknowing](/creator/undefined)

**Top assets mentioned**
[Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Marvell Technology Inc (MRVL)](/topic/$mrvl)
### Top Social Posts [#](/creator/twitter::1389455480909492227/posts)
---
Top posts by engagements in the last XX hours

"(3) The company was fairly obscure before its Tr1 win. It had a lot of China exposure (with some shady customers) crypto exposure .the typical ASIC customer mix before HPC became a real thing. This should have been a GUC business - I put it down to Alchip's scrapiness"  
[X Link](https://x.com/Arunabh85992578/status/1966130312699851147) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-11T13:22Z XXX followers, XXX engagements


"Thoughts on Alchip ($3661 TT Equity). (1) This is an ASIC design company based in Taiwan. No IP no front-end capabilities. They do only back-end design which is a relatively laborious/mundane/low value add portion of ASIC design. MCap = 10.5Bn$"  
[X Link](https://x.com/Arunabh85992578/status/1966130308618793198) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-11T13:22Z XXX followers, XXX engagements


"(4) With Tr3 Alchip is back. It's clear from a whole host of checks up and down the ecosystem that Alchip is winning Tr3 - CoWoS orders Accton check Taiwan locals in TSMC Annapurna (AWS design team) checks etc. This is very well known in Taiwan & most US buyside already"  
[X Link](https://x.com/Arunabh85992578/status/1966130314654396584) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-11T13:22Z XXX followers, XXX engagements


"(18) Alchip lacks front-end IP. So the I/O die for Tr2 cannot be done by them. Recently Alchip announced a partnership with Astera Labs ($ALAB). They specialize in retimers & PCIe switches. It's likely that ALAB will do the I/O die if Alchip gets the compute die"  
[X Link](https://x.com/Arunabh85992578/status/1966130343569928333) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-11T13:22Z XXX followers, XXX engagements


"(24) The worry remains on Tr4 win & allocation if Tr4 is won. Tr4 could end up being a 10Bn$ lifetime revenue project so the prize is big. We won't know about Tr4 till end of this year. Alchip has mentioned that they will receive 2nm NRE revenue in Q4'2025"  
[X Link](https://x.com/Arunabh85992578/status/1966130355330756695) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-11T13:23Z XXX followers, XXX engagements


"(26) One thing I worry about is that Alchip claims Tr3 production revenue will start in Feb'2026. Others think that Tr3 will ramp only in late 2Q. So there is a chance that numbers will need to be revised down for 1H but revised up a lot for 2H. Net impact still +ve"  
[X Link](https://x.com/Arunabh85992578/status/1966130357163766142) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-11T13:23Z XXX followers, XXX engagements


"The whole $MRVL call is such a pump. Rare to see a CEO so brazenly talk up his stock w/o actually saying much. Felt like the whole call was to address @insane_analyst posts on Marvell.but he didn't actually say/confirm anything"  
[X Link](https://x.com/Arunabh85992578/status/1970910179115102458) [@Arunabh85992578](/creator/x/Arunabh85992578) 2025-09-24T17:56Z XXX followers, 4030 engagements