[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 $nvda, $tsm, $4062t, $0522hk the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1852754491914715136/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +79% - X Months XXXXXXX +41% ### Mentions: X [#](/creator/twitter::1852754491914715136/posts_active)  - X Week XX -XXXX% - X Month XX -XX% - X Months XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1852754491914715136/followers)  - X Week XXXXX +0.31% - X Month XXXXX +2.20% - X Months XXXXX +93% ### CreatorRank: undefined [#](/creator/twitter::1852754491914715136/influencer_rank)  ### Social Influence [#](/creator/twitter::1852754491914715136/influence) --- **Social category influence** [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXX% **Social topic influence** [$nvda](/topic/$nvda) #2642, [$tsm](/topic/$tsm) #221, [$4062t](/topic/$4062t) 2.66%, [$0522hk](/topic/$0522hk) #1, [$amd](/topic/$amd) #712, [nvda](/topic/nvda) 2.13%, [taiwan](/topic/taiwan) #1243, [samsung](/topic/samsung) 1.06%, [$besi](/topic/$besi) #4, [over the](/topic/over-the) XXXX% **Top accounts mentioned or mentioned by** [@beuvingjordy](/creator/undefined) [@mooremorrissemi](/creator/undefined) [@force_to_black](/creator/undefined) [@el_cid_owneador](/creator/undefined) [@jukanlosreve](/creator/undefined) [@robeducated](/creator/undefined) [@benbajarin](/creator/undefined) [@trendforce](/creator/undefined) [@dnystedt](/creator/undefined) [@egutlederer](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@intel](/creator/undefined) [@semianalysis](/creator/undefined) [@paurooteri](/creator/undefined) [@mingchikuo](/creator/undefined) [@corleonedon77](/creator/undefined) [@jantechsearch](/creator/undefined) [@awscloud](/creator/undefined) [@amazon](/creator/undefined) [@semidig](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Dell Technologies, Inc. (DELL)](/topic/dell) [Teradyne, Inc. (TER)](/topic/$ter) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Intel Corporation (INTC)](/topic/$intc) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) ### Top Social Posts [#](/creator/twitter::1852754491914715136/posts) --- Top posts by engagements in the last XX hours "#ASMPT ($0522.HK) positioning themselves to become #HBM ToR for either #SKHynix ($000660.KS) or #Samsung ($005930.KS)" [X Link](https://x.com/ChipsandWafers/status/1866460129312297317) [@ChipsandWafers](/creator/x/ChipsandWafers) 2024-12-10T12:29Z 4807 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-09T06:39Z 4808 followers, 9419 engagements "Nice figures from the Taiwan #ABF suppliers. Unimicron is the only Taiwanese supplier with $NVDA GPU substrate exposure what's going on with PC's and general purpose servers" [X Link](https://x.com/ChipsandWafers/status/1935307595868422576) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-18T12:04Z 4807 followers, 1883 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-23T06:14Z 4808 followers, 4569 engagements "#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise" [X Link](https://x.com/ChipsandWafers/status/1947917501850939870) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-23T07:11Z 4808 followers, 4806 engagements "$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD" [X Link](https://x.com/ChipsandWafers/status/1950450892064412142) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-30T06:58Z 4808 followers, 3216 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-08-01T08:23Z 4808 followers, 4204 engagements "TSMC August Revenue: Revenue: 11127 USDm - +43% YoY - +1% MoM Assuming average fx rate for August - this is a new ATH record for $TSM monthly revenue (in USD terms). (Chart is 3mma) $NVDA $AAPL $AMD $QCOM $AVGO" [X Link](https://x.com/ChipsandWafers/status/1965706951041728702) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-09-10T09:20Z 4807 followers, 6353 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-02-18T09:02Z 4808 followers, 1571 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-02-26T06:41Z 4808 followers, XXX engagements "Taiwan AI Server ODM March Revenues: Up *+76%* YoY (in USD terms). Wiwynn led the pack up a whopping *+214%* YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA" [X Link](https://x.com/ChipsandWafers/status/1910398219491717222) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-04-10T18:23Z 4808 followers, 39.4K engagements "Interestingly despite #Ajinomoto seeing some recovery in mainstream server demand this year both AT&S and Ibiden are guiding for no recovery in those markets in 2025. Is this just an issue of increased competition in the ABF substrate market Ajinomoto is suppler-agnostic; they don't care who wins the business b/c everyone buys chemicals from them. But AT&S and Ibiden are losing market share as an increasing number of supplies enter the space" [X Link](https://x.com/ChipsandWafers/status/1925207143893831825) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-05-21T15:08Z 4807 followers, XXX 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-06-09T07:28Z 4808 followers, 1086 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) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-07-23T10:24Z 4808 followers, 4882 engagements "YoY Revenue Growth (USD terms): - Wistron: +105% - Quanta: +13% - Wiwynn: +219% - Inventec: +26% (All charts 3mma)" [X Link](https://x.com/ChipsandWafers/status/1965701050368971059) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-09-10T08:57Z 4808 followers, XXX engagements "🚨 $TSM September & Q3 Revenue 🚨 September Revenue: - $10.88B USD - -X% MoM - +38% YoY Q3 '25 Est. Revenue: - $33.02B USD (Vs. $31.8-$33.0 Guidance) - +10% QoQ - +41% YoY $NVDA $AAPL $AMD $QCOM $AVGO (All figures converted to USD and may vary from final Q3 results chart 3mma)" [X Link](https://x.com/ChipsandWafers/status/1976213652534432117) [@ChipsandWafers](/creator/x/ChipsandWafers) 2025-10-09T09:10Z 4807 followers, 4469 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 $nvda, $tsm, $4062t, $0522hk the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX +79%
- X Months XXXXXXX +41%
Mentions: X #
- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.31%
- X Month XXXXX +2.20%
- X Months XXXXX +93%
CreatorRank: undefined #
Social Influence #
Social category influence technology brands XXXX% stocks XXXX% currencies XXXX% countries XXXX% finance XXX%
Social topic influence $nvda #2642, $tsm #221, $4062t 2.66%, $0522hk #1, $amd #712, nvda 2.13%, taiwan #1243, samsung 1.06%, $besi #4, over the XXXX%
Top accounts mentioned or mentioned by @beuvingjordy @mooremorrissemi @force_to_black @el_cid_owneador @jukanlosreve @robeducated @benbajarin @trendforce @dnystedt @egutlederer @tshirtnjeans2 @intel @semianalysis @paurooteri @mingchikuo @corleonedon77 @jantechsearch @awscloud @amazon @semidig
Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) QUALCOMM, Inc. (QCOM) Broadcom, Inc. (AVGO) Super Micro Computer, Inc. Common Stock (SMCI) Dell Technologies, Inc. (DELL) Teradyne, Inc. (TER) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Intel Corporation (INTC) Kulicke & Soffa Industries Inc (KLIC)
Top Social Posts #
Top posts by engagements in the last XX hours
"#ASMPT ($0522.HK) positioning themselves to become #HBM ToR for either #SKHynix ($000660.KS) or #Samsung ($005930.KS)"
X Link @ChipsandWafers 2024-12-10T12:29Z 4807 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 @ChipsandWafers 2025-06-09T06:39Z 4808 followers, 9419 engagements
"Nice figures from the Taiwan #ABF suppliers. Unimicron is the only Taiwanese supplier with $NVDA GPU substrate exposure what's going on with PC's and general purpose servers"
X Link @ChipsandWafers 2025-06-18T12:04Z 4807 followers, 1883 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 @ChipsandWafers 2025-07-23T06:14Z 4808 followers, 4569 engagements
"#ASMPT ($0522.HK) Advanced Packaging revenue has reached XX% of total group revenue. It has doubled over the last X years; and likely will continue to rise"
X Link @ChipsandWafers 2025-07-23T07:11Z 4808 followers, 4806 engagements
"$TER and #Advantest ($6857.T) #AI #CoWoS $NVDA $AMD"
X Link @ChipsandWafers 2025-07-30T06:58Z 4808 followers, 3216 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 @ChipsandWafers 2025-08-01T08:23Z 4808 followers, 4204 engagements
"TSMC August Revenue: Revenue: 11127 USDm - +43% YoY - +1% MoM Assuming average fx rate for August - this is a new ATH record for $TSM monthly revenue (in USD terms). (Chart is 3mma) $NVDA $AAPL $AMD $QCOM $AVGO"
X Link @ChipsandWafers 2025-09-10T09:20Z 4807 followers, 6353 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 @ChipsandWafers 2025-02-18T09:02Z 4808 followers, 1571 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 @ChipsandWafers 2025-02-26T06:41Z 4808 followers, XXX engagements
"Taiwan AI Server ODM March Revenues: Up +76% YoY (in USD terms). Wiwynn led the pack up a whopping +214% YoY. DC buildout is alive and well. $MSFT $GOOG $AMZN $META $TSM $NVDA"
X Link @ChipsandWafers 2025-04-10T18:23Z 4808 followers, 39.4K engagements
"Interestingly despite #Ajinomoto seeing some recovery in mainstream server demand this year both AT&S and Ibiden are guiding for no recovery in those markets in 2025. Is this just an issue of increased competition in the ABF substrate market Ajinomoto is suppler-agnostic; they don't care who wins the business b/c everyone buys chemicals from them. But AT&S and Ibiden are losing market share as an increasing number of supplies enter the space"
X Link @ChipsandWafers 2025-05-21T15:08Z 4807 followers, XXX 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 @ChipsandWafers 2025-06-09T07:28Z 4808 followers, 1086 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 @ChipsandWafers 2025-07-23T10:24Z 4808 followers, 4882 engagements
"YoY Revenue Growth (USD terms): - Wistron: +105% - Quanta: +13% - Wiwynn: +219% - Inventec: +26% (All charts 3mma)"
X Link @ChipsandWafers 2025-09-10T08:57Z 4808 followers, XXX engagements
"🚨 $TSM September & Q3 Revenue 🚨 September Revenue: - $10.88B USD - -X% MoM - +38% YoY Q3 '25 Est. Revenue: - $33.02B USD (Vs. $31.8-$33.0 Guidance) - +10% QoQ - +41% YoY $NVDA $AAPL $AMD $QCOM $AVGO (All figures converted to USD and may vary from final Q3 results chart 3mma)"
X Link @ChipsandWafers 2025-10-09T09:10Z 4807 followers, 4469 engagements