[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ChipsandWafers Chips & Wafers Chips & Wafers posts on X about ai, $nvda, nvda, $4062t the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1852754491914715136/interactions)  - X Week XXX +194% - X Month XXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +46,738% ### Mentions: X [#](/creator/twitter::1852754491914715136/posts_active)  - X Week XX +39% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +3,135% ### Followers: XXXXX [#](/creator/twitter::1852754491914715136/followers)  - X Week XXXXX +0.22% - X Month XXXXX +1.30% - X Months XXXXX +48% - X Year XXXXX +30,738% ### CreatorRank: undefined [#](/creator/twitter::1852754491914715136/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [ai](/topic/ai) 17.65%, [$nvda](/topic/$nvda) 11.76%, [nvda](/topic/nvda) 11.76%, [$4062t](/topic/$4062t) #3, [$tsm](/topic/$tsm) #147, [$besi](/topic/$besi) #6, [$3037tw](/topic/$3037tw) 8.82%, [$0522hk](/topic/$0522hk) #1, [business](/topic/business) 5.88%, [core](/topic/core) XXXX% **Top accounts mentioned or mentioned by** [@olympusmons_](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Dell Technologies, Inc. (DELL)](/topic/dell) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts Top posts by engagements in the last XX hours "Check out our weekly update where we cover a new $TSM CoWoS-L supplier and opportunity size as well as initial thoughts on $BESI CMD👇" [X Link](https://x.com/ChipsandWafers/status/1933417093434913239) 2025-06-13T06:52Z 4937 followers, 1163 engagements "After our Spaces last week (link in comments) we took a deep dive into $BESI's CMD presentation and Q&A to compare the companys commentary with our analysis. Lets just sayour concerns were only reinforced. Read our Substack to find out why 👇" [X Link](https://x.com/ChipsandWafers/status/1935580313029079476) 2025-06-19T06:08Z 4937 followers, 1996 engagements "After two years of being shut out of the high-end AI server GPU substrate market Unimicron has broken Japans Ibiden monopoly and is now qualified to supply substrates for $NVDA Blackwell platform. However despite the higher margins and ASP's associated with AI substrates ongoing weakness from $INTC general-purpose servers and soft consumer demand in smartphones (BT) and PC's continues to offset overall revenue growth" [X Link](https://x.com/ChipsandWafers/status/1931976696783106315) 2025-06-09T07:28Z 4935 followers, 1132 engagements "#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise" [X Link](https://x.com/ChipsandWafers/status/1947917501850939870) 2025-07-23T07:11Z 4935 followers, 4957 engagements "#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate" [X Link](https://x.com/ChipsandWafers/status/1947966076534579279) 2025-07-23T10:24Z 4934 followers, 5009 engagements "Despite & dominating the IC package substrate market for the past few decades (Ibiden Shinko Unimicron) is now making a major push to become a leading player in next-gen glass core substrates seen as a key element for enabling massive AI chiplet packages over 120*120mm. They are developing an enitre ecosystem and domestic supply-chain from materials (JNTC) inspection (PIE) TGV drilling (Philoptics) & substrate fabrication (SEMCO Absolics). Impressive. Don't be surprised if you hear some of these names entering $NVDA or $AMD supply chains in the future while taking market share from the" [X Link](https://x.com/ChipsandWafers/status/1891775287370674665) 2025-02-18T09:02Z 4934 followers, 1618 engagements "SEMCO finally exiting mobile HDI business to focus on AI trends while doubling down on FCBGA packages and glass core substrates. Seeing that the Korean cos prefer local supply chains I assume Samsung will use them and ultimately shift away from Ibiden & Unimicron" [X Link](https://x.com/ChipsandWafers/status/1894638879153492212) 2025-02-26T06:41Z 4934 followers, XXX engagements "Unimicron making a slow comeback April revenue came in +7% MoM and XX% YoY. With consumer demand still muted this is likely driven by substrate sales for $NVDA B series finally breaking into Japanese Ibiden's monopoly" [X Link](https://x.com/ChipsandWafers/status/1922243033690481076) 2025-05-13T10:50Z 4934 followers, XXX engagements "AI WAITS FOR NOBODY🚀 Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI" [X Link](https://x.com/ChipsandWafers/status/1931964446961774658) 2025-06-09T06:39Z 4932 followers, 9471 engagements "Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX" [X Link](https://x.com/ChipsandWafers/status/1947903129627807962) 2025-07-23T06:14Z 4934 followers, 4627 engagements "#Ibiden ($4062.T) the primary supplier of #ABF substrates for $NVDA $TSM #CoWoS packages raises current year and next year guidance. "Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations as well as the effects of increased production volume sales and each profit item exceeded the initial plan"" [X Link](https://x.com/ChipsandWafers/status/1951197137099804882) 2025-08-01T08:23Z 4934 followers, 4413 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ChipsandWafers Chips & Wafers
Chips & Wafers posts on X about ai, $nvda, nvda, $4062t the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX +194%
- X Month XXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +46,738%
Mentions: X #
- X Week XX +39%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +3,135%
Followers: XXXXX #
- X Week XXXXX +0.22%
- X Month XXXXX +1.30%
- X Months XXXXX +48%
- X Year XXXXX +30,738%
CreatorRank: undefined #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% countries XXXX% finance XXXX% currencies XXXX%
Social topic influence ai 17.65%, $nvda 11.76%, nvda 11.76%, $4062t #3, $tsm #147, $besi #6, $3037tw 8.82%, $0522hk #1, business 5.88%, core XXXX%
Top accounts mentioned or mentioned by @olympusmons_
Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Kulicke & Soffa Industries Inc (KLIC) Super Micro Computer, Inc. Common Stock (SMCI) Dell Technologies, Inc. (DELL) Advanced Micro Devices (AMD)
Top Social Posts
Top posts by engagements in the last XX hours
"Check out our weekly update where we cover a new $TSM CoWoS-L supplier and opportunity size as well as initial thoughts on $BESI CMD👇"
X Link 2025-06-13T06:52Z 4937 followers, 1163 engagements
"After our Spaces last week (link in comments) we took a deep dive into $BESI's CMD presentation and Q&A to compare the companys commentary with our analysis. Lets just sayour concerns were only reinforced. Read our Substack to find out why 👇"
X Link 2025-06-19T06:08Z 4937 followers, 1996 engagements
"After two years of being shut out of the high-end AI server GPU substrate market Unimicron has broken Japans Ibiden monopoly and is now qualified to supply substrates for $NVDA Blackwell platform. However despite the higher margins and ASP's associated with AI substrates ongoing weakness from $INTC general-purpose servers and soft consumer demand in smartphones (BT) and PC's continues to offset overall revenue growth"
X Link 2025-06-09T07:28Z 4935 followers, 1132 engagements
"#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise"
X Link 2025-07-23T07:11Z 4935 followers, 4957 engagements
"#ASMPT ($0522.HK) is looking increasingly like a business that is fundamentally shifting from being a mainstream volume supplier to a key enabler within the AI/Data Center/HPC supply chain. More like $BESI; less like $KLIC. May be time for it to re-rate"
X Link 2025-07-23T10:24Z 4934 followers, 5009 engagements
"Despite & dominating the IC package substrate market for the past few decades (Ibiden Shinko Unimicron) is now making a major push to become a leading player in next-gen glass core substrates seen as a key element for enabling massive AI chiplet packages over 120*120mm. They are developing an enitre ecosystem and domestic supply-chain from materials (JNTC) inspection (PIE) TGV drilling (Philoptics) & substrate fabrication (SEMCO Absolics). Impressive. Don't be surprised if you hear some of these names entering $NVDA or $AMD supply chains in the future while taking market share from the"
X Link 2025-02-18T09:02Z 4934 followers, 1618 engagements
"SEMCO finally exiting mobile HDI business to focus on AI trends while doubling down on FCBGA packages and glass core substrates. Seeing that the Korean cos prefer local supply chains I assume Samsung will use them and ultimately shift away from Ibiden & Unimicron"
X Link 2025-02-26T06:41Z 4934 followers, XXX engagements
"Unimicron making a slow comeback April revenue came in +7% MoM and XX% YoY. With consumer demand still muted this is likely driven by substrate sales for $NVDA B series finally breaking into Japanese Ibiden's monopoly"
X Link 2025-05-13T10:50Z 4934 followers, XXX engagements
"AI WAITS FOR NOBODY🚀 Taiwan AI Server ODM's continue to EXPLODE through May totaling +108% YoY revenue growth (in USD terms). Wiwynn: +207% YoY Wistron: +181% YoY Quanta: +69% YoY Inventec: +26% YoY $NVDA $TSM $AMD $DELL $SMCI"
X Link 2025-06-09T06:39Z 4932 followers, 9471 engagements
"Fantastic report and call from #ASMPT ($0522.HK) with numerous industry implications: Here are some of the key points: Booking and Q3 revenue guide above expectations China demand strong; EV and consumer ASMPT confident in TCB wins for HBM4 and CoW part of CoWoS Seeing signs of mainstream demand recovery Wire Bonder tool demand picking up; from AI and mainstream applications $BESI $KLIC #Shibaura($6590.T) $KLAC $AMAT $TEL $LCRX"
X Link 2025-07-23T06:14Z 4934 followers, 4627 engagements
"#Ibiden ($4062.T) the primary supplier of #ABF substrates for $NVDA $TSM #CoWoS packages raises current year and next year guidance. "Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations as well as the effects of increased production volume sales and each profit item exceeded the initial plan""
X Link 2025-08-01T08:23Z 4934 followers, 4413 engagements