[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.] #  @Jukanlosreve Jukan No information is available about Jukan Choi. The posts and reports seem to be focused on the semiconductor industry, covering companies such as Samsung, SK Hynix, TSMC, and Micron, and discussing topics like HBM, AI servers, and foundry processes. Key players' performance, outlook, and strategies in the semiconductor market are being reported and analyzed. ### Engagements: XXXXXX [#](/creator/twitter::1836240683268759552/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +699% ### Mentions: XXX [#](/creator/twitter::1836240683268759552/posts_active)  - X Week XXX -XX% - X Month XXX +5.60% - X Months XXXXX +339% ### Followers: XXXXXX [#](/creator/twitter::1836240683268759552/followers)  - X Week XXXXXX +0.83% - X Month XXXXXX +8.90% - X Months XXXXXX +303% ### CreatorRank: XXXXXXX [#](/creator/twitter::1836240683268759552/influencer_rank)  ### Social Influence [#](/creator/twitter::1836240683268759552/influence) --- **Social category influence** [stocks](/list/stocks) #4993 [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) #4150 [countries](/list/countries) XXXX% [currencies](/list/currencies) #1014 [fashion brands](/list/fashion-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [vc firms](/list/vc-firms) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [morgan stanley](/topic/morgan-stanley) #3, [china](/topic/china) #1289, [samsung](/topic/samsung) #1019, [dram](/topic/dram) #13, [chips](/topic/chips) #208, [investment](/topic/investment) #1004, [hon hai](/topic/hon-hai) 2.75%, [data center](/topic/data-center) #33, [jpm](/topic/jpm) #8, [$005930ks](/topic/$005930ks) #1 **Top accounts mentioned or mentioned by** [@folduniverse](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@bobnorman_ch](/creator/undefined) [@xyfdh6780](/creator/undefined) [@zephyr_z9](/creator/undefined) [@evrgn11112231](/creator/undefined) [@skhrj0](/creator/undefined) [@paurooteri](/creator/undefined) [@auster720](/creator/undefined) [@0xrezaramadhan](/creator/undefined) [@schamorro357](/creator/undefined) [@grok](/creator/undefined) [@pers0naluni0n](/creator/undefined) [@luhajoma](/creator/undefined) [@cwb_research](/creator/undefined) [@riccirox](/creator/undefined) [@zephyrz9](/creator/undefined) [@lsvo25](/creator/undefined) [@harukaze5719](/creator/undefined) [@cwbresearch](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Artificial Intelligence (AI4)](/topic/$ai4) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Applied Materials, Inc. (AMAT)](/topic/$amat) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [CoreWeave, Inc. (CRWV)](/topic/$crwv) ### Top Social Posts [#](/creator/twitter::1836240683268759552/posts) --- Top posts by engagements in the last XX hours "Reports: Samsung SK's 'HBM Destiny' Overturned When Jensen Huang Visited Korea in 2018 It's been explained that the divergent performances of Samsung Electronics' semiconductor division and SK Hynix stemmed from Samsung Electronics' rejection of Nvidia CEO Jensen Huang's proposal in 2018. This proposal reportedly involved cooperation between the two companies in High Bandwidth Memory (HBM) and foundry businesses. According to a semiconductor industry source CEO Jensen Huang secretly visited Samsung Electronics in 2018 and made three proposals. The first was to expand the HBM development that"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947611217797042661) 2025-07-22 10:54:33 UTC 22.6K followers, 22.5K engagements "A very intriguing report from Nikkei. SMIC and CXMT have suffered and continue to suffer massive yield losses by using Chinese-made equipment but this hasn't prevented them from using it"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946778388720754732) 2025-07-20 03:45:11 UTC 22.6K followers, 29.6K engagements "Report: Samsung Electronics Considers Adopting Hybrid Bonding for 'HBM4E 16-Hi'. Sample Evaluation Underway Samsung Electronics has announced its plan to apply hybrid bonding technology starting with HBM4E (7th generation high-bandwidth memory) 16-layer at the earliest. Sample testing is currently in progress and business feasibility and investment costs are expected to be key factors for commercialization. Kim Dae-woo Senior Vice President at Samsung Electronics introduced the packaging technology roadmap for next-generation semiconductors at the '2025 Commercial Semiconductor Development"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947552987913851034) 2025-07-22 07:03:10 UTC 22.6K followers, 18.8K engagements "Morgan Stanley) ASML Earnings Quick Analysis: EW Target Price EUR XXX Key Summary X. Comments on potential stagnation in 2025 equipment unit shipments and uncertainty about 2026 growth may raise some concerns. X. Strong new orders are offset by 2026 uncertainty. X. 2025 guidance was narrowed to the midpoint of previous forecasts (approximately XX% growth year-over-year from 2024). X. New orders reached EUR XXX billion exceeding estimates (Morgan Stanley's estimate of EUR XXX billion) with EUR XXX billion coming from EUV equipment (estimated at approximately XX units). X. Margin was better"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945464661815816540) 2025-07-16 12:44:55 UTC 22.6K followers, 3446 engagements "Report: TSMC Officially Exits GaN (Gallium Nitride) Business Sending Shockwaves Through the Market Taiwan Semiconductor Manufacturing Co. (TSMC) has confirmed that it will gradually withdraw from the gallium nitride (GaN) field one of the third-generation semiconductors within the next two years causing a shock in the market. In fact TSMC is currently the global leader in GaN wafer foundry. This event has focused market attention on Navitas Semiconductor TSMC's major GaN customer. The information was initially disclosed by Navitas with TSMC passively confirming it. While Navitas bids a"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943437005263908931) 2025-07-10 22:27:44 UTC 22.6K followers, 12.5K engagements "Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1897290199950106683) 2025-03-05 14:16:48 UTC 22.5K followers, 47.1K engagements "Report: MediaTek Wins Major Order for Meta's New 2nm ASIC Aiming for Mass Production in H1 2027 MediaTek and Broadcom are in continuous competition for Meta's new Application-Specific Integrated Circuit (ASIC) projects with industry sources emphasizing that their performances are neck and neck. However recent reports suggest that MediaTek is poised to win a major order for one of Meta's upcoming 2nm ASICs codenamed "Arke." This chip focused on post-training and inference is expected to enter mass production in the first half of 2027. IC design industry sources reveal that if MediaTek wins the"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947811839360045353) 2025-07-23 00:11:45 UTC 22.6K followers, 4495 engagements "Hon Hai believes that the shift to the Bianca design for GB300 is intended to accelerate time-to-market and once the issues are resolved the Cordelia design will be reintroduced for GB300. Source: Nomura"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1925902441964253491) 2025-05-23 13:11:38 UTC 22.5K followers, 5320 engagements "Barclays: "After Mid-August No Later Than September" U.S. Semiconductor Tariffs Could Have a Larger-Than-Expected Impact Barclays stated in its latest research report that the timing for the imposition of U.S. Section XXX semiconductor tariffs is essentially confirmed. The most likely period is after mid-August and it is not expected to be later than September. Barclays analysts including Simon Coles pointed out that while the market may currently hold optimistic expectations for a flat XX% tariff the actual tariff rate could adopt a gradual model potentially having a larger impact than"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947471491421114663) 2025-07-22 01:39:20 UTC 22.6K followers, 20K engagements "AMD CEO Sees Chips From TSMCs US Plant Costing 5%-20% More - BBG Advanced Micro Devices Inc. Chief Executive Officer Lisa Su said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co. cost more when theyre produced in TSMCs Arizona facilities. 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. AMD expects its first chips from TSMCs Arizona facilities by the end of the year Su said. The extra expense is worth it because the company is"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948164369797484635) 2025-07-23 23:32:35 UTC 22.6K followers, 6275 engagements "Intels CEO Needs a Path to Profits to Win Over Stock Skeptics- BBG Back in April Intel Corp.s newly appointed Chief Executive Officer Lip-Bu Tan told investors on his inaugural earnings call that turning around the troubled chipmaker would take time. That was three months ago and theyre already losing patience. Sure Intel shares are up about XX% since Tans appointment was announced in March but thats nothing compared to rivals like Nvidia Corp. which has seen its stock price soar almost XX% over the same period and Advanced Micro Devices Inc. which has jumped 64%. So when Intel reports"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948314579282665588) 2025-07-24 09:29:28 UTC 22.6K followers, 4784 engagements "Oracle to Supply OpenAI With X Million AI Chips for Data Centers - BBG OpenAI and Oracle Corp. announced they will develop XXX gigawatts of additional US data center capacity in an expanded partnership furthering a massive plan to power artificial intelligence workloads. OpenAI has yet to name the data center sites it will codevelop with Oracle but states including Texas Michigan Wisconsin and Wyoming are under consideration. Together with its facility being built in Abilene Texas the company said it will have more than X gigawatts total in capacity running on more than X million chips for AI"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947608403976851546) 2025-07-22 10:43:22 UTC 22.6K followers, 10.4K engagements "When will Google integrate Gemini into Google Translate Its really annoying. For example it keeps translating NVIDIAs H20 chips as hydrogen"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946357712352399799) 2025-07-18 23:53:34 UTC 22.5K followers, 4741 engagements "I'm currently researching PrecisioNext a Chinese company specializing in HBM bonding equipment. They're notable for being the only Chinese company with proprietary HBM TC bonder technology. PrecisioNext claims their equipment supports various bonding methods including TC-NCF and MR-MUF and can even implement next-generation technologies like fluxless ultra-fine bonding. However it seems that their equipment has only been supplied for testing in limited quantities rather than for large-scale production. This is evident given that Chinese HBM manufacturers like CXMT still prefer South Korean"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944327317263942098) 2025-07-13 09:25:30 UTC 22.5K followers, 6661 engagements "Global Data Center Deep Dive: AI Drives Soaring DC Investment Energy & Approvals Become Key Expansion Barriers Morgan Stanley (E. Kelly 25/07/15) Morgan Stanley states that the AI investment wave is driving a XX% compound annual growth rate in global data centers. However factors such as energy supply approval delays and building material shortages pose bottlenecks to expansion. Nuclear power and the conversion of Bitcoin mining farms are emerging as important energy solutions and related sectors and regional assets are expected to benefit significantly. Energy Remains the Primary Constraint"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945589120488951954) 2025-07-16 20:59:28 UTC 22.6K followers, 3593 engagements "Nomura: TSMC Target Price Raised to NT$1280 on Strong 2nm Demand in 2026 Nomura has raised TSMC's target price from NT1170toNT1280 forecasting that 2nm process demand will be a key growth driver in 2026. Notably Apple is expected to fully adopt the 2nm process across its entire iPhone lineup starting in 2026 which is an expansion compared to its 2023 application solely in the high-end Pro series. This is projected to contribute approximately X% of TSMC's wafer revenue. $TSM"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945698437837869119) 2025-07-17 04:13:51 UTC 22.5K followers, 2870 engagements "Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers Nanya siren concerns- Digitimes Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources although CXMT has yet to enter mass production recent samples have passed testing with quality nearly matching that of Nanya. This development has raised concerns among Taiwanese manufacturers as CXMT is mobilizing nationwide resources to push for mass production. This aggressive move also poses a potential threat to international manufacturers potentially"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947491986996662655) 2025-07-22 03:00:47 UTC 22.6K followers, 16.1K engagements "@NYC_Rivera Because of MediaTek's immature capabilities"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946382468418077145) 2025-07-19 01:31:57 UTC 22.5K followers, XXX engagements "According to ALETHEIA Capital NVIDIA's total GPU production volume next year will be lower than this year"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947157684995924198) 2025-07-21 04:52:23 UTC 22.5K followers, 12.6K engagements ""H20 will only be sold from existing stock and there will be no additional production once it's depleted. Large customers applying for BIS (Bureau of Industry and Security) export control exemptions must submit detailed quantities and some are considering applying indirectly through IDC (Internet Data Center). However the overall direction will lead to the release of more restricted products (B series) in the future." Several industry insiders confirmed this information. Wu Zihao CEO of Yonghe Semiconductor Consulting and a semiconductor engineer explained "It's natural not to restart new"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945339578535256200) 2025-07-16 04:27:52 UTC 22.5K followers, 44.6K engagements "ASML: Facing Challenges in 2026 Slowdown in EUV Spending TSMC CapEx Remains Flat Morgan Stanley (L. Simpson 25/07/17) Morgan Stanley notes that ASML will face challenges in 2026 with an expected flat growth from 2024-2026 due to a slowdown in EUV spending. While TSMC's sales are strong (expected to grow over XX% year-on-year in 2025) the company maintains a cautious outlook on its 2026 capital expenditure (CapEx). ASML expects a reduction in EUV equipment shipments in 2026 specifically only XX units of TSMC's EUV Low Numerical Aperture (LNA) tools. ASML Faces Slowdown in EUV Spending:"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946461936285278442) 2025-07-19 06:47:43 UTC 22.6K followers, 10.9K engagements "AI ASIC and Networking Chips Broadcoms dominance in the AI ASIC market is striking with over XXX chip designs completed across 7nm 5nm 3nm and 2nm process nodesfirmly securing its No.1 position with over XX% market share. In the high-performance switching and routing chip sector Broadcom also holds a commanding lead boasting more than XX% market share with its Tomahawk X and Jericho X chipsets. Broadcom is set to begin mass production of its next-generation 3nm Tomahawk X switch chipset in the second half of 2025. The chip supports 102Tbps switching throughput (200Gbps SERDES) and is"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1929684382824255612) 2025-06-02 23:39:43 UTC 22.6K followers, 28.1K engagements "Report: China's DRAM and NAND Flash Production Nearly Doubles in One Year Global Memory Market 'Stumbles' ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC) China's leading memory semiconductor companies are bolstering their influence in the global memory semiconductor market by nearly doubling their production capacity in just over a year. Starting last year Chinese-made memory began to establish its presence in the commoditized DRAM market which had been dominated by Samsung Electronics and SK hynix beginning with legacy DRAM. Driven by domestic market demand and"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947079433120321831) 2025-07-20 23:41:26 UTC 22.6K followers, 25.6K engagements "250722_Taiwan design service - CLSA (1) CSP (Cloud Service Provider) firms are adopting more flexible chip development models and automotive OEMs are increasingly moving towards in-house development of ASICs for ADAS. (2) This is opening up greater opportunities for Taiwanese ASIC companies. (3) Recent developments like Meta's new 2nm project and the design changes to its Olympus chip demonstrate the continued expansion of ASIC demand. Companies like MediaTek are expected to benefit. (4) Furthermore CSP firms are increasingly separating design from the supply chain and tending to handle"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947434273818218540) 2025-07-21 23:11:27 UTC 22.6K followers, 2482 engagements "Seeing this I understand why NVIDIA keeps its eyes on the Chinese market. A CAGR of 60%. that's truly incredible isn't it"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947336051175133403) 2025-07-21 16:41:09 UTC 22.5K followers, 4643 engagements "META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1935102049299079335) 2025-06-17 22:27:35 UTC 22.5K followers, 11K engagements "An industry insider familiar with the matter stated "I understand that Applied Materials is considering additional equity investments or mergers and acquisitions (M&A) to strengthen advanced packaging. They are building diversified strategies to enhance packaging capabilities." I'm really looking forward to seeing what kind of deals will come out.👀"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946020540248137814) 2025-07-18 01:33:46 UTC 22.5K followers, XXX engagements "Report: The Backlash of Copper Tariffs Shaking the Semiconductor Industry As the United States prepares to impose a XX% high tariff on copper starting August 1st an alarm has been raised in the global semiconductor industry. The sharp rise in copper prices used as a key material not only in traditional industries like electric vehicles and wires but also in high-performance semiconductors is directly impacting the global semiconductor supply chain and manufacturing costs. Furthermore with additional tariffs on semiconductors foreshadowed for the end of this month tension is escalating."  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944620341491626089) 2025-07-14 04:49:53 UTC 22.5K followers, 8998 engagements "Report: Goldman Sachs Raises TSMC Target Price to NT$1210 Recommends as Conviction Buy Taiwan Semiconductor Manufacturing Company (TSMC 2330) has seen its growth momentum further strengthened. According to the latest report from Goldman Sachs market concerns over AI order cuts have significantly eased. This coupled with the rapid expansion of CoWoS advanced packaging technology adoption has driven an upward revision in overall revenue forecasts. Goldman Sachs has raised its target price from NT$1145 to NT$1210 maintained its "Buy" rating and placed it on its Conviction Buy list. Goldman Sachs"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1938072049198764472) 2025-06-26 03:09:18 UTC 22.5K followers, 3456 engagements "Recently a friend asked me "Why are you so interested in ASICs these days" I replied "Why am I interested in ASICs Because NVIDIA is the emperor of this era and ASICs are challenging the emperor." However my friend retorted. He said that designing and manufacturing an ASIC takes X to X years and no matter how good the specifications are when designed it will be obsolete in two years. He also mentioned that many ASIC projects emerged due to Blackwell's delays but a significant number of them have been paused as Blackwell's supply has eased. I found my friend's points quite plausible. If"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1935563763723489549) 2025-06-19 05:02:16 UTC 22.6K followers, 26K engagements "@yoolimleenews They didnt disclose the scale of adoption by LG did they"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947551880797950210) 2025-07-22 06:58:46 UTC 22.6K followers, XXX engagements "The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1904019260860682337) 2025-03-24 03:55:41 UTC 22.5K followers, 113.6K engagements "AYZ disputes this report saying that what they found through their own supply chain investigation is completely different. "This is funny.My supply chain check shows that Hon Hai only successfully shipped XXX GB200 racks in Apr. Quanta and Wistron only shipped XXX GB200 racks in Apr. respectively so XXX racks in total.""  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1920636181097951490) 2025-05-09 00:25:23 UTC 22.5K followers, 14K engagements "Report: Applied Materials Bolsters Advanced Semiconductor Packaging Applied Materials the world's largest semiconductor equipment company is expanding its investment in advanced semiconductor packaging. Designating it as a new growth engine the company has embarked on securing talent and developing new equipment solutions. This is interpreted as a strategic response to the increasing demand for advanced semiconductor packaging driven by the expansion of the Artificial Intelligence (AI) market. According to industry sources on the 17th Applied Materials has internally decided to make advanced"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945998773584605561) 2025-07-18 00:07:17 UTC 22.6K followers, 9545 engagements "China Semiconductor Equipment: Strong China WFE Demand Expected in H2 2025 Anticipating Growth Morgan Stanley (C. Chan 25/07/17) Morgan Stanley believes that China's semiconductor equipment (WFE) market will continue to grow driven by strong logic foundry demand and increasing localization needs with demand expected to rise significantly in the second half of 2025. Based on surveys in Taiwan and Beijing China's WFE demand is anticipated to strengthen remarkably in H2 2025 with AI-driven logic foundry being the primary growth engine. Morgan Stanley has also adjusted its 2025/2026 outlook for"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946462358559449109) 2025-07-19 06:49:24 UTC 22.6K followers, 9023 engagements "Report: Lam Research Unveils Next-Generation Etching Equipment Akara Cho Sang-jun Vice President of Lam Research Korea recently stated at a press conference Akara is optimized for process environments that require vertical structure formation and precise control of fine features adding It enables high levels of precision and sophisticated process control. Etching is a semiconductor process in which unnecessary portions are selectively removed to engrave circuit patterns. This is done using a solution or plasma to form microcircuits. Lam Research is a strong player in the semiconductor etching"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1931526369726652814) 2025-06-08 01:39:07 UTC 22.5K followers, 7827 engagements "Bernstein: China's Domestic AI Accelerator Update: - Bernstein analysts recently predicted in a report that China's AI chip demand will reach $XXXX billion by 2025 while supply will only be $XX billion leading to a $XXX billion gap. - According to Bernstein NVIDIA is expected to recover approximately $XXXX billion in revenue by year-end. NVIDIA's new B30 chip set to launch in September is anticipated to generate an additional $XXX billion in revenue. - AMD is expected to recover $X billion in revenue. - Before the restrictions were implemented China's AI chip supply shortage was projected to"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947075312694722707) 2025-07-20 23:25:04 UTC 22.6K followers, 10.9K engagements "Citi) ASMPT Key Takeaways from the Citi Pan-Asia Conference: How Advanced Packaging is Driving AI Development On May XX we hosted a major track presentation with CK Lim CEO of ASMPTs Advanced Packaging SEMI Solutions business unit at the Citi Pan-Asia Conference and held investor meetings with CFO Katie Xu. Key Highlights: X. Scalable Technologies to Capture AI Opportunities: ASMPT already possesses scalable technologies to address AI-related opportunities including Thermal Compression Bonding (TCB) Extreme Copper Pillar Die Attach (ECD) hybrid bonding and silicon photonics. X. Repeat Orders"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1929518200863293877) 2025-06-02 12:39:22 UTC 22.5K followers, 3138 engagements "This weekend Im going to Jeju Island for a vacation. Ill probably do less of X this weekend"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943816441138229527) 2025-07-11 23:35:28 UTC 22.5K followers, 3967 engagements "Hana Securities: Chinese legacy foundries including SMIC are aggressively lowering prices and TSMC is also expected to reduce prices for mature processes above 7nm. In December SMIC reduced the price of 28nm process wafers by XX% from $2500 to approximately $1500. Other Chinese legacy semiconductor manufacturers have also joined in price reductions. By 2025 the possibility of global foundry companies lowering prices for mature processes is expected to increase. The market anticipates a high likelihood of TSMC reducing prices for legacy processes above 7nm by 2025. These price reductions by"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1882653670745186404) 2025-01-24 04:56:27 UTC 22.5K followers, 3419 engagements "The AI/AR glasses product distribution is a spectrum. At the far left of the spectrum are low-cost solutions with only Bluetooth headphones. Every added feature means an increase in power consumption weight and cost. On the right side of the spectrum are more complete-form AR glasses: photography voice control hand tracking eye tracking SLAM positioning screen display AI conversation/image recognition and even on-device LLMs. It will likely take another X to XX years for AR glasses to reach a relatively ideal form. Current AI/AR glasses collectively known as smart glasses are expected to"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1939583289762914612) 2025-06-30 07:14:26 UTC 22.6K followers, 37.8K engagements "250722_SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off Ground (1) SoftBank and OpenAI's Stargate Project is reportedly facing difficulties from the start. (2) Although six months have passed since the project's announcement not a single data center contract has been finalized and the construction of dozens of initially promised facilities is on hold. (3) The two companies are said to have disagreements on key conditions including the location and structure of the data centers. (4) One of the main conflicts between OpenAI and SoftBank concerns the scale of the data center to"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947473261941694840) 2025-07-22 01:46:22 UTC 22.6K followers, 47.8K engagements "I've thought about this before but I still believe it'll take a significant amount of time for Intel's stock to rise substantially. For their foundry business to normalize meaning securing external customers and having those products come to fruition it's going to take at least two years"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948315075749798314) 2025-07-24 09:31:26 UTC 22.6K followers, 3056 engagements "DDR6: Mass Adoption Expected from 2027 DDR6 is anticipated to begin mass adoption in 2027. Global top three DRAM manufacturers including Samsung Electronics Micron and SK Hynix have already commenced development plans (DDR6 prototype chip design completed). Next-generation CPUs are expected to support DDR6 starting from 2026. It is projected to be adopted in AI servers HPC systems and high-end notebooks. The preliminary specification for DDR6 is expected to be finalized by the end of 2024 with the LPDDR6 preliminary specification to be released in Q2 2025. It is slated to enter platform"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947837156464202105) 2025-07-23 01:52:21 UTC 22.6K followers, 4035 engagements "Its quite baffling that even engineers from Intels Diamond Rapids team are being laid off"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943889143530230160) 2025-07-12 04:24:22 UTC 22.5K followers, 42.6K engagements "SK Hynix 2Q25 Earnings Call Key Q&A (5) X. Concerns about limited capacity expansion due to no available space in M16 fab. Considering M15X investment what is the ramp-up plan by the end of next year What is the timeline for 1c DRAM to ramp up to a meaningful proportion of 15-20% - As the HBM market grows and demand increases SK Hynix has been converting a lot of its general DRAM capacity to HBM. - Compared to the past the required cleanroom size for producing the same volume has also significantly increased. - Currently SK Hynix's existing fabs are being utilized for product mix optimization"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948184846792302636) 2025-07-24 00:53:57 UTC 22.6K followers, 1242 engagements "Theyre saying theres no problem with China-made 5nm and that the yield isnt as low as expected but is that really trustworthy"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946868031386493019) 2025-07-20 09:41:24 UTC 22.5K followers, 7526 engagements "Asia Tech Marketing Review (JPM) Recently held meetings with over XX institutional investors during Hong Kong marketing. Overall interest was concentrated in the order of Memory Holding Companies EV Batteries & Materials = Hardware. Investor confidence in the trend of AI hardware spending has increased compared to three months ago. Confirmation of increased server build-up due to easing supply chain bottlenecks. Rising demand confidence as AI use cases and adoption increase particularly in the U.S. market. TSMC's performance and outlook reconfirmed strong AI semiconductor demand. MSFT's CAPEX"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947797264870871356) 2025-07-22 23:13:50 UTC 22.6K followers, 2728 engagements "SK Hynix 2Q25 Earnings Call Key Q&A (4) X. What are your operational plans for DDR4 products going forward - With some suppliers deciding to exit short-term supply shortage concerns have emerged. - As this is a period of generational transition from D4 to D5 we view this more as a demand concentration phenomenon rather than a significant change in D4 itself. Our D4 revenue proportion has been continuously decreasing since 2023 due to expanding D5 and HBM demand. From a double-digit percentage last year it has fallen to a single-digit percentage this year. While we do have plans to end"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948181861794197972) 2025-07-24 00:42:05 UTC 22.6K followers, 1554 engagements "NVIDIA's ARM Architecture-based CPU N1X Reportedly Encounters Severe Design Flaws Delaying Product Launch to 2026. NVIDIA's strategy which prioritized AI computation optimization and high-performance low-power design aimed to enter the AI PC and gaming laptop markets with the N1X. However critical hardware defects have recently been discovered in the newly designed chip leading engineers to undertake a complete redesign of the silicon structure itself. Earlier this year NVIDIA did face some technical issues during the N1X development process but those were solvable without modifying the"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945362078279340143) 2025-07-16 05:57:17 UTC 22.5K followers, 16.4K engagements "Nomura: TSMC CoPoS Delay to 2029-2030 Expected. Could Impact NVIDIA Regarding the AI industry supply chain Nomura analyzed that TSMC might shift its 2026 backend capital expenditure to other technologies like WMCM (Wafer-level Multi-Chip Module) and SoIC (System-on-Integrated-Chip) and that CoWoS capacity allocation will be a key monitoring point. Significant Delay in CoPoS Technology NVIDIA Product Roadmap Adjustment Inevitable According to the report CoPoS technology is designed to support AI GPU demand from customers like NVIDIA by increasing area utilization through larger panel sizes"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945373347241714124) 2025-07-16 06:42:03 UTC 22.5K followers, 14.4K engagements "GDS Holdings: H20 Resumption Drives China AI Data Center Rebound DayOne Shows Strong Growth JPM (G. Hariharan 25/07/16) JPM states that Nvidia's resumption of H20 shipments to China significantly alleviates the AI server supply bottleneck in China helping to drive an upward revision of GDS Holdings' China business outlook. Simultaneously its international subsidiary DayOne continues its strong growth momentum opening up room for valuation re-rating. H20 Resumption Alleviates Chip Bottleneck Drives China AI Inference Demand & Valuation Uplift Nvidia's resumption of H20 shipments to China is"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945589675885994252) 2025-07-16 21:01:40 UTC 22.5K followers, 3087 engagements "Very interesting. It seems that NVIDIA is considering lobbying to gain approval for exporting high-performance Blackwell chips specifically designed for the Chinese market. "to focus on lobbying Washington for export licenses to China for high-performance AI chips specifically designed for the Chinese market based on the Blackwell architecture.""  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946716746502779290) 2025-07-19 23:40:15 UTC 22.6K followers, 9145 engagements "Infineon: TSMC's Exit from GaN/Si Capacity May Impact Its Supply Chain and Pricing Environment Morgan Stanley (L. Simpson 25/07/03) Morgan Stanley notes that TSMC's plan to exit its GaN on Silicon production line by 2027 prompting Navitas to shift to PSMC could lower the entry barrier for the GaN/Si industry. This might have strategic and pricing implications for Infineon. TSMC Plans to Exit GaN/Si Business by 2027 Navitas Gradually Transfers Capacity to PSMC Navitas has announced that TSMC will cease its GaN/Si capacity by July 2027 signaling TSMC's gradual divestment from certain non-core"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1942351599789302254) 2025-07-07 22:34:43 UTC 22.5K followers, 7251 engagements "TSMC: 2025 Revenue Growth Guidance Raised Strong AI Demand Drives Growth Morgan Stanley (C. Chan 25/07/17) Morgan Stanley believes that TSMC's 2025 revenue growth guidance has been raised to a XX% year-on-year growth rate and strong growth is expected to continue in 2026 with AI demand especially AI GPU demand from the Chinese market being the main driving force. TSMC expects revenue to grow by XX% in 2026 and plans to continue expanding 2nm capacity in the coming years. TSMC also anticipates AI semiconductors to achieve a compound annual growth rate (CAGR) of over XX% in the next five years"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946461164361470439) 2025-07-19 06:44:39 UTC 22.6K followers, 14.1K engagements "Y Combinator says that XX% of new startups these days are related to AI Dont you think thats a bit much"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946543563929792855) 2025-07-19 12:12:05 UTC 22.5K followers, 9340 engagements "Report: ASICs Emerge as Major Buyers of HBM Samsung Electronics SK Hynix and Micron Enter Full-Scale Volume Race As the market for Application-Specific Integrated Circuits (ASICs) which focus on performance for specific Artificial Intelligence (AI) services experiences rapid growth ASIC design companies like Amazon Google and Meta are emerging as major customers in the High Bandwidth Memory (HBM) market. With HBM supply sources diversifying away from AI chip companies such as NVIDIA and AMD a full-scale volume competition among HBM manufacturers like Samsung Electronics SK Hynix and Micron is"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944527582667608445) 2025-07-13 22:41:17 UTC 22.5K followers, 8176 engagements "JP Morgan) Regarding Memory Semiconductors: The HBM market continues to face tight overall supply due to a surge in memory content driven by increasing demand for AI and high-performance servers. This coupled with rising shipments and improved average selling prices (ASPs) for DDR4 and DDR5 and the stable trend in NAND prices indicates a recovering demand in consumer applications as well. In particular the rapid inventory clearance by customers and distribution channels is creating a favorable short-term supply-demand structure accompanied by some pre-emptive demand related to tariffs."  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946477919657947301) 2025-07-19 07:51:14 UTC 22.5K followers, 5253 engagements "Teradyne: Short-Term Catalyst from NVDA RTX Testing Involvement Overall Market Share Expansion Limited Q2 Outlook Still Under Pressure Morgan Stanley (S. Brett July XX 2025) Morgan Stanley notes that Teradyne may gain opportunities in NVDA RTX testing due to Advantest's capacity bottlenecks. While unlikely to lead to broad market share expansion the news could bring a positive stock price reaction. Concurrently the Q2 earnings guidance is expected to fall short of market expectations maintaining a relatively cautious stance. Advantest Bottleneck Drives Teradyne's Entry into RTX Testing"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943318257118908791) 2025-07-10 14:35:52 UTC 22.6K followers, 25.8K engagements "According to a report by The Elec Samsung is developing the Galaxy S26 series in three variants: a 6.27-inch base model a 6.66-inch edge model and a 6.89-inch Ultra model. The Plus is dead"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944671637309374743) 2025-07-14 08:13:43 UTC 22.6K followers, 86.5K engagements "AVC: Liquid Cooling Momentum Continues to Drive High Revenue Growth Capacity Expansion Supports Long-Term Growth Goldman Sachs (A. Chang 2025/07/21) Goldman Sachs states that AVC is benefiting from the increasing penetration of liquid cooling in AI servers and the recovery in general server demand. It expects revenue to continue growing sequentially in Q3 2025 and is expanding capacity in Vietnam to support future growth momentum. Strong Revenue Growth Expected in 3Q25 Driven by Liquid Cooling and Server Shipments Goldman Sachs projects AVC's Q3 revenue to reach NT$32 billion representing a"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948200654352388508) 2025-07-24 01:56:46 UTC 22.6K followers, 5592 engagements "HSBC has set a price target of $XX for CoreWeave. HSBC's Investment Opinion: Initiating Coverage with 'Reduce' Target Price: $XXXXX Represents a XX% downside from the current stock price of $XXXXXX. According to DCF-based valuation the current stock price reflects excessive expectations. Key Investment Summary X. Business Overview and Market Position CoreWeave is an AI-specialized GPU cloud infrastructure company deploying over 250000 Nvidia GPUs across XX data centers in North America and Europe. Key Customers: Microsoft (62% of 2024 revenue XX% as of 1Q25) OpenAI (Total contract value of"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945827138789330955) 2025-07-17 12:45:16 UTC 22.5K followers, 16.2K engagements "Alphabet (GOOGL US EQUITY) FY2Q25 Conference Call Key Comments At I/O on May 20th disclosed XXX trillion tokens used in April (50x increase YoY). This number has since doubled now processing XXX trillion tokens monthly. Search Recorded double-digit revenue growth (+7% QoQ +12% YoY). New features like AI Overviews Circle to Search and Lens are preventing user churn. Subscription YouTube and subscription services also showed strong momentum reflecting robust performance. Gemini MAU (Monthly Active Users) reached XXX million with daily requests increasing by over XX% compared to Q1. GCP"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948162014024798613) 2025-07-23 23:23:13 UTC 22.6K followers, 2455 engagements "@zijing_wu I'm curious how the $1B figure was calculated"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948357917889229141) 2025-07-24 12:21:41 UTC 22.6K followers, XXX engagements "Nikkei: Some Chinese Automakers to Achieve XXX% Domestic Chip Goal by 2026 According to Nikkei Asia citing sources Chinese automakers including SAIC Motor Changan Automobile Great Wall Motor BYD Li Auto and Geely are preparing to launch models equipped with XXX% China-made domestic chips with at least two brands planning to begin mass production as early as 2026. The report points out that this progress represents a significant increase compared to the target of XX% domestic chip utilization for Chinese-made cars this year. Amid rising tensions between China and the United States this move"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1935195949439340579) 2025-06-18 04:40:43 UTC 22.6K followers, 9814 engagements "It seems that VMware's customers are increasingly leaving. This is obviously bad news for Broadcom. I also know that many companies I'm familiar with are reviewing VMware alternatives. $AVGO"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946797685887172727) 2025-07-20 05:01:52 UTC 22.6K followers, 15.3K engagements "J.P. Morgan projects Broadcom's EPS to increase by XX% year-over-year to $XXXX in fiscal year 2025 followed by a further XX% growth to $XXXX in 2026. Free cash flow is expected to reach $XX billion in 2026 and the net debt-to-equity ratio is forecast to decline from XXX in 2024 to XXX in 2026 indicating a robust financial position"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943278932582883376) 2025-07-10 11:59:36 UTC 22.5K followers, 24.6K engagements "TSMC Wafer Pricing Trend (Morgan Stanley)"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944894294944571631) 2025-07-14 22:58:28 UTC 22.6K followers, 17.6K engagements "European Equipment Outlook: FX Pressure and China Order Pull to Dominate This Earnings Season Morgan Stanley (N. Putten 25/07/15) Morgan Stanley believes that unfavorable exchange rate impacts and potential demand recovery in the Chinese market will be the main conflicting factors in this round of European semiconductor equipment stock earnings reports. ASMI will experience both benefits and pressures Besi may have upside potential beyond expectations and VAT faces significant risks. ASMI May Be Dragged Down by FX Full-Year Outlook Still Supported by China Recovery ASMI's 2Q order flow was"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945086062835196258) 2025-07-15 11:40:29 UTC 22.5K followers, 5997 engagements "Report: Samsung Electronics' HBM4 Mass Production Expected 'Next Year'. Sample Test Yield at XX% Samsung Electronics' mass production of 12-stack HBM4 based on its 10nm-class 6th-generation (1c) DRAM is expected to be delayed until next year. The company had initially aimed for mass production in the second half of this year but is now taking a more cautious approach setting the target for Production Readiness Approval (PRA) in the fourth quarter. However the encouraging news is that the redesign process for the 1c DRAM shows signs of improved performance and yield. A source familiar with the"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948166001083961430) 2025-07-23 23:39:04 UTC 22.6K followers, 2541 engagements "That's truly fascinating. So in 2018 Jensen Huang visited Samsung and proposed: X. Jointly developing HBM. X. Cooperating in foundry effectively replacing TSMC. X. Working together on CUDA. And Samsung due to the political environment at the time was too chaotic and therefore rejected Jensen Huang's request is that right That's genuinely interesting. And also quite regrettable. It's a shame Samsung missed such an opportunity"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947612404403343470) 2025-07-22 10:59:16 UTC 22.6K followers, 17.2K engagements "- AWS collaborates with Alchip for Inferentia X and Trainium X chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA X and MTIA 2"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1929045716590276986) 2025-06-01 05:21:53 UTC 22.6K followers, 24.8K engagements "Pre-Quarterly Report Investor Feedback for Communications and Servers: Networking and AI Servers Still Favored Citi (A. Malik 2025/07/20) Citi summarized investor feedback from New York exchanges indicating overall cautious sentiment particularly more pessimistic towards hardware OEMs while AI-related networking equipment and servers continue to attract capital with some popular individual stocks facing issues of being over-owned. Hardware OEM Sentiment Bearish AI Networking and Components Relatively Favored Investors are concerned about the macroeconomic environment and the impact of the"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948198361250796009) 2025-07-24 01:47:39 UTC 22.6K followers, 2064 engagements "JPM: Broadcom plans to complete tape-out of the first-generation XPU products with ARM/SoftBank and OpenAI this year. $AVGO"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943278081793483117) 2025-07-10 11:56:13 UTC 22.5K followers, 31.1K engagements ""However due to continued delays in the development of TPU V7E (currently not expected to go into mass production until Q4 2026 at the earliest) its highly likely that these 29k CoWoS wafers will be reassigned to Broadcom for producing TPU V7P in the near future.""  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946366603182133497) 2025-07-19 00:28:54 UTC 22.6K followers, 4031 engagements "HBM Industry Outlook: Downward Revision in Industry Demand/Sales Forecast iM Investment & Securities - CY25 actual HBM demand is projected to reach XXXX billion GB a XXX% YoY increase. However this figure has been slightly revised downward from the previous estimate of XXXX billion GB. In contrast CY25 industry production is now forecast at XXXX billion GB (SK Hynix: 1.62B Samsung Electronics: 1.06B Micron: 0.50B) a sharp downgrade from the prior estimate of XXXX billion GB. - As was the case in CY24 HBM production in CY25 is expected to far exceed actual demand suggesting further downward"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1924314053910147298) 2025-05-19 03:59:57 UTC 22.5K followers, 3062 engagements "FYI Meta's previous capex plan for 2025 was $72B (announced last May). They've now mentioned plans to invest tenfold that amount to build superintelligence"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944886585000145337) 2025-07-14 22:27:50 UTC 22.6K followers, 71.2K engagements "Goldman Sachs Raises TSMC Price Target from NT1210 to NT1370 APAC Conviction List - Applies a 20x P/E to 2026 EPS. - Maintains technology leadership with over XX% global foundry market share. - Expected to benefit from long-term structural growth in AI HPC 5G and EV sectors. - Potential to achieve around XX% revenue CAGR in the future. - Valuation remains attractive positioned at the lower end of its 10-year band. $TSM"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945993027073528163) 2025-07-17 23:44:27 UTC 22.5K followers, 5473 engagements "In Summary: - CXMT's DDR5 and LPDDR5 have achieved a quality level nearly on par with Nanya's. - They have not yet entered mass production. - While mass production was initially expected to begin in May-June large-scale shipments have not occurred even in July. - Currently CXMT's production process has reached the sub-18nm level and as a result U.S. equipment companies have withdrawn their maintenance services. - In sample tests in early 2025 an issue emerged where the chips failed to meet the wide temperature range standard. - Test results showed thermal issues causing quality instability"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947493013649035537) 2025-07-22 03:04:51 UTC 22.6K followers, 6099 engagements "Dissecting Foxconn: "Let's Build an AI Factory" A Secret Meeting with Jensen Huang. Foxconn's Affair Beyond Apple (JoongAng Ilbo Korea) In October 2023 at the Hon Hai Tech Day held in Taipei Taiwan Jensen Huang CEO of Nvidia took the stage wearing his signature leather jacket and showed a sketch. On one side of the crude pen drawing were cars and on the other side a factory. Although it looked like it had been hastily scribbled in a notebook the picture embodied the future envisioned by Hon Hai Precision Industry's subsidiary Foxconn widely known as the "iPhone subcontractor." Introducing the"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1915914893037048029) 2025-04-25 23:44:41 UTC 22.5K followers, 3777 engagements "KLA: Focusing on DRAM Upside Potential 2026 Could Be a Key Year for Valuation Revisions Morgan Stanley (S. Brett 2025/07/20) Morgan Stanley notes that while KLA's September quarter guidance was slightly better than market expectations it wasn't a substantial catalyst. Market focus has shifted to the strength of DRAM-driven demand in the second half of the year and its potential impact on upward revisions to 2026 forecasts. September Quarter Guidance Slightly Raised Meets Expectations but Unlikely to Be a Valuation Catalyst KLA expects September quarter revenue to see a low single-digit"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948199700701859947) 2025-07-24 01:52:59 UTC 22.6K followers, 2401 engagements "What does this mean The S26 series will use the 4.74GHz Snapdragon made by TSMC Theyre not using Exynos at all @UniverseIce"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948246294377767063) 2025-07-24 04:58:07 UTC 22.6K followers, 4528 engagements "MediaTek Industry Note: European institutional investors point out that MediaTek views cloud ASICs as a mid-to-long-term growth driver and is actively expanding its collaborations with key clients. According to their report MediaTek is highly likely to cooperate with Meta on the development of the next-generation MTIA v4 ASIC with mass production expected in 2028 and adoption of TSMC (2330) 2nm process. Previous versions MTIA v1/v2/v3 were all designed by Broadcom. Compared to Google's TPU the MTIA project requires more front-end design services and relies on SerDes IP technology support. If"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944385898784891123) 2025-07-13 13:18:17 UTC 22.5K followers, 5080 engagements "GB200 NVL72 Shipment Status: 1500 units were shipped in April alone compared to 1000 units shipped during the entire first quarter. Shipment breakdown: Foxconn (Hon Hai) received 1000 units Quanta 300400 units and Wistron 100150 units"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1920635094013739176) 2025-05-09 00:21:04 UTC 22.6K followers, 11.2K engagements "Report: Hon Hai GB300 Servers Expected to Ship in H2 Hon Hai Technology Group held a corporate theme seminar from June 23rd to 25th releasing its outlook and plans for the second half of the year regarding business conditions AI servers and electric vehicles. AI servers are a significant growth driver for Hon Hai this year. According to institutional investors Hon Hais GB200 server rack shipments have gradually increased month-on-month since April-May while the GB300 is currently undergoing testing and is expected to ship in the second half of the year. Concurrently Hon Hai has also been"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1937733248370770081) 2025-06-25 04:43:02 UTC 22.6K followers, 3301 engagements ""The Samsung version of the Snapdragon X Elite X has not been canceled. Because the set chip () is quite a bit cheaper some manufacturers are still watching the situation. Do you trust Samsungs 2nm process""  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947875328183201984) 2025-07-23 04:24:02 UTC 22.6K followers, 5780 engagements "Thread of Morgan Stanley's tables on China-made semiconductor equipment outlook /1"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946463649658528150) 2025-07-19 06:54:32 UTC 22.6K followers, 6823 engagements "Semiconductor Test: AI Drives Market Expansion Teradyne and Advantest's Competition Landscape Becomes More Segmented JPM (S. Chatterjee 23/06/25) Rapid growth in AI-related test demand is expanding the semiconductor test market. Although the industry remains a duopoly differences in equipment capabilities and customer structures within segmented markets are reshaping the competitive landscape. AI Compute Testing Becomes Core Driver Teradyne and Advantest Focus on Different Directions Advantest has a presence in both GPU and custom ASIC testing while Teradyne focuses on custom ASICs. As"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1937894796456255754) 2025-06-25 15:24:58 UTC 22.6K followers, 3110 engagements "Optical Modules: CPO to Reshape AI Data Center Network Architecture Supply Chain to See Value Restructuring Opportunities UBS (S. Lin 2025/07/22) UBS believes that Co-Packaged Optics (CPO) will gradually achieve large-scale commercialization between 2027 and 2030 becoming a key technology to support high bandwidth and low power consumption in AI servers. This will drive rapid growth in the optical module and silicon photonics industries reshaping the industrial landscape from wafer foundry to packaging optical components and server ODMs. CPO Expected to Ramp Up with 3.2T Switches from 2027"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948198846473154593) 2025-07-24 01:49:35 UTC 22.6K followers, 2353 engagements "Nvidia: Resumption of Shipments to China Expected to Bring Structural Revenue Upside but Short-term Supply and Licensing Processes Remain Uncertain Morgan Stanley (J. Moore 25/07/16) Morgan Stanley noted that the U.S. government is expected to issue licenses to Nvidia to resume exports of H20 and RTX PRO GPU products to the Chinese market. Although this change still faces short-term supply and process obstacles it is generally a significant positive for Nvidia's stock especially considering that China AI revenue was set at a zero baseline in previous financial reports. U.S. Government Plans"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945588486666588437) 2025-07-16 20:56:57 UTC 22.5K followers, 4766 engagements "Is a $X Trillion Market Cap Justified for NVIDIA WallstCN In July 2025 history was rewritten. NVIDIA the company founded by a man with a penchant for leather jackets saw its market value skyrocket past the $X trillion ceiling leaving a host of traditional giants in its dust to become the absolute core of the global capital markets. In an instant applause gasps bubble theories and doubts intertwined. Media headlines were dominated by Jensen Huang's quotes the staggering wealth effect and the grand narrative of AI devouring everything. But for every decision-maker in the midst of this"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943832893073371630) 2025-07-12 00:40:51 UTC 22.5K followers, 12.3K engagements "SK Hynix Downgraded to Neutral (Goldman Sachs) - Investment opinion has been downgraded from Buy to Neutral with a target price of KRW 310000 representing approximately X% upside potential from the current stock price. - The long-term growth potential of the HBM market itself is positive but from 2026 onwards oversupply and intensified competition are expected to exert downward pressure on prices. - It is highly probable that HBM prices will record their first decline in 2026. Customer bargaining power is strengthening and SK Hynix with its high proportion of GPU-bound HBM is vulnerable to"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945645307859276068) 2025-07-17 00:42:44 UTC 22.5K followers, 8008 engagements "The Korean industry's assessment of Advantest is as follows: "Advantest is developing a variety of testers beyond burn-in including high-speed testers that verify HBM data transfer rates. However its response to individual equipment needs is considered slow which is why there's a view that this leaves a gap for domestic (Korean) companies to enter the market.""  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1921151587076239870) 2025-05-10 10:33:26 UTC 22.6K followers, 1363 engagements "AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1940903893556514936) 2025-07-03 22:42:03 UTC 22.5K followers, 19.9K engagements "Nvidia and ASIC dual engines accelerate CSP data center deployments The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025 coupled with strong shipments of ASIC servers signaling that US-based cloud service providers (CSPs) are poised to deliver impressive cloud performance. According to the supply chain despite tariff-related adjustments clients have been actively stocking up and current orders show no signs of easing. This indicates that the AI boom will continue heating up throughout the second half of 2025. Cloud demand remains robust despite AWS"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947554940626309599) 2025-07-22 07:10:56 UTC 22.6K followers, 5590 engagements "Nvidia AI chips worth $1bn smuggled to China after Trump export controls- FT"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948345373539664176) 2025-07-24 11:31:50 UTC 22.6K followers, 7115 engagements "Report: GB300 production underway: Nvidia's strategic shift brings relief to ODMs Nvidia has begun limited production of its next-generation AI server platform the GB300 with volume shipments expected to ramp up starting in September 2025 according to sources in the supply chain. Industry insiders expect a smooth production trajectory into the second half of the year thanks to a strategic shift that's easing the burden on manufacturers. In a key move Nvidia has chosen to reuse the motherboard design from its current GB200 platformknown as the Bianca boardfor the GB300. This reuse has"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946073863693169003) 2025-07-18 05:05:40 UTC 22.5K followers, 14.9K engagements "Recent Trends and Future Outlook in the AI Server Sector By WT NVIDIAs GB200 NVL72 shipments are ramping steadily. Shipments reached around 0.5K cabinets in Q1 2025. WT forecasts Q2Q4 shipments of 4.0K 8.1K and 11.3K cabinets respectively totaling about 24K units for 2025 aligning with market expectations of 2126K. WT's research indicates ODM shipments are stabilizing but CSP design revisions have hindered rapid volume increases. Currently only Corewave OpenAI and Oracle are receiving shipments smoothly. Thanks to accumulated experience 3231 Wistron has significantly better quality in sub-L10"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1942028012075246065) 2025-07-07 01:08:53 UTC 22.6K followers, 32.1K engagements "SK Hynix 2Q25 Preliminary Earnings Announcement Revenue: KRW XXXX trillion (QoQ +26.0%) Operating Profit: KRW XXX trillion (QoQ +23.8%) Operating Profit Consensus (1M): KRW XXX trillion"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948159560352723334) 2025-07-23 23:13:28 UTC 22.6K followers, 2752 engagements "SK Hynix 2Q25 Earnings Call Key Q&A (6) XX. Will next-generation DRAM technology also be efficient for HBM DRAM Die production - Traditionally the technologies pursued by memory companies have been reaching their limits in terms of performance and capacity. SK Hynix is primarily considering a transition to a Vertical Gate Platform and 3D technology based on groundbreaking changes in structure and materials below 10nm. - The Vertical Platform is a next-generation technology that significantly improves area efficiency and power efficiency by vertically stacking gates. 3D DRAM is a technology"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948186236738502939) 2025-07-24 00:59:29 UTC 22.6K followers, 2413 engagements "Chinese Media: Tesla Halts Humanoid Production Modifies Design Chinese media outlets report that Tesla has halted humanoid production and is modifying its design. Information from the Chinese supply chain indicates that Tesla is intensively adjusting the software and hardware technical details of its humanoid robot Optimus and has ceased purchasing Optimus components since mid-June. Two supplier contacts stated that Tesla did not explicitly say it would reduce robot component orders. However they mentioned that new mass production plans and purchasing can only resume after the Optimus design"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1940369380552143250) 2025-07-02 11:18:05 UTC 22.6K followers, 100.8K engagements "The Information's report on NVIDIA H20 According to a report from The Information NVIDIA has informed its Chinese customers that while the ban on exporting H20 chips to China is about to be lifted the supply of H20 chips will be limited and there are no current plans to resume production. This implies that shipments will continue only until existing inventory is depleted suggesting that supply chain issues could prevent NVIDIA from fully capitalizing on its opportunity to re-enter the Chinese market in the short term. Background of Supply Chain Issues Two sources cited by The Information"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1946715926621217149) 2025-07-19 23:36:59 UTC 22.5K followers, 18.7K engagements "BESI 2Q Earnings Guidance and Order Consensus Below Expectations However in the commentary: "We expect a significant increase in hybrid bonding system orders for both logic and memory (HBM4) in the second half of 2025.""  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948262927108305014) 2025-07-24 06:04:13 UTC 22.6K followers, 2835 engagements "Report: Samsung Electronics Focusing on Substance over Speed in Its 2nm Process Preparing for a XX Year Long-Term Competition with TSMC Samsung Electronics 2nm process set to launch in the second half of this year is reportedly behind TSMC in yield but is steadily identifying areas for improvement. While large customers such as Apple AMD and NVIDIA are flocking to TSMC Samsung Electronics plans to leverage improved yields and costeffectiveness by next year to prepare for a long game. Internally Samsung expects demand for the 2nm node to persist for at least three years and in order to avoid"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947438555363705141) 2025-07-21 23:28:27 UTC 22.6K followers, 3158 engagements "APPLE APPROVES BOES DISPLAY PANEL MASS PRODUCTION QUALIFICATION FOR IPHONE XX PRO SERIES LIMITED TO CHINA DOMESTIC MARKET DISPLAY MODULE MASS PRODUCTION QUALIFICATION ALSO EXPECTED TO BE APPROVED IN JULY"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943096720893841688) 2025-07-09 23:55:33 UTC 22.6K followers, 12.7K engagements "Morgan Stanley: Nvidia GB200 NVL72 server rack shipments in Q3 are expected to increase by more than XX% QoQ to 10000-11000 units. Among related Taiwanese companies Foxconn (Hon Hai) Wistron and Quanta were given an 'Outperform' rating. GB200 server rack shipments are estimated to have increased to approximately 2000-2500 units in May and approximately 2500 units in June with total Q2 shipments reaching approximately 6000 units"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943166978493157565) 2025-07-10 04:34:44 UTC 22.6K followers, 9061 engagements "Wang Minjie a principal applied scientist at AWS Amazon Cloud Technology Shanghai AI Research Institute announced on WeChat that AWS's Shanghai AI Research Institute has officially been disbanded. I'm curious what innovations these Chinese talents who were part of AWS will create. Won't they create another DeepSeek"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947986831204868353) 2025-07-23 11:47:07 UTC 22.6K followers, 4054 engagements "Report: Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026 supply chain sources say citing a combination of delays in Microsoft's operating system roadmap ongoing chip revisions at Nvidia and weakening demand in the overall notebook market. The two companies originally aimed to launch the platform codenamed N1X in the third quarter of 2025 targeting both the premium consumer and commercial sectors. However the anticipated unveiling"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947442134203941216) 2025-07-21 23:42:41 UTC 22.6K followers, 9479 engagements "Citi) Arista Networks (ANET.N) Weakness Presents a Buying Opportunity; Ethernet TAM Expanding In its Q1 earnings report last night NVIDIA (NVDA) revealed that its Spectrum-X revenue has reached an annualized run rate of $X billion and that it has added Google Cloud and Meta as new Spectrum-X cloud customers. These two announcements have raised concerns that Arista and other players may be losing share in the Ethernet-based AI backend switch market. However we continue to believe that the total addressable market (TAM) for Ethernet AI backend switching is rapidly expanding and we have noted"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1928441675019632769) 2025-05-30 13:21:38 UTC 22.6K followers, 3972 engagements "North American Quarterly Earnings Outlook: AI Momentum Remains Strong But Inventory and Durability Spark Debate Morgan Stanley (J. Moore 25/07/14) Morgan Stanley believes that AI supply and demand remain strong but other sectors are affected by inventory replenishment and trade uncertainty. Some company managements are adopting a more conservative stance and while market sentiment is strengthening it still shows skepticism. AI Remains Core Growth Driver NVDA ALAB MRVL Expected to Show Strong Performance Morgan Stanley emphasizes that AI investment remains the primary driving factor optimistic"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945084400833831013) 2025-07-15 11:33:53 UTC 22.5K followers, 2469 engagements "Report: Vertical and Planar TwoTrack Approach Samsung Electronics NextGeneration DRAM Development Strategy Revealed Samsung Electronics plans to introduce the X nmclass DRAM currently under development for commercialization within three years with a 4F DRAM cell structurechanging the DRAM layout from planar to verticalwhile simultaneously advancing development of the existing planar 6Fstructured X nmclass DRAM. Moving to a vertical DRAM structure raises design complexity and requires significant changes in the manufacturing process driving up production costs; this twotrack strategy is"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947439086652035539) 2025-07-21 23:30:34 UTC 22.6K followers, 2976 engagements "Indian Media: Foxconn's AirPods Production in India Affected by Rare Earth Shortage Due to Mainland China's Controls The Economic Times (ET) of India citing sources reported that Hon Teng Precision a subsidiary of Hon Hai Technology Group has been affected by a shortage of dysprosium at its plant in Telangana India due to tightened export controls on rare earth metals by mainland China impacting the production of Apple AirPods. According to the report Hon Teng emphasized that its production line has not been disrupted. This factory began producing AirPods in India in April last year as part"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947559993773068655) 2025-07-22 07:31:01 UTC 22.6K followers, 7003 engagements "Hanmi Semiconductor - LS Securities (July XX 2025) 2Q25 Preview Hanmi Semiconductor's 2Q25 consolidated results are projected to be XXX billion KRW in revenue (+20% QoQ +43% YoY) and XX billion KRW in operating profit (+22% QoQ +53% YoY OPM 48.0%). These figures represent a downward adjustment of XX% for revenue and XX% for operating profit compared to previous estimates. The primary reason for this adjustment is the rescheduling of TC bonder deliveries to a major domestic client. This delay has affected not only Hanmi Semiconductor but also its competitors. For 2Q25 the regional breakdown"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944572869419388951) 2025-07-14 01:41:15 UTC 22.5K followers, 11.8K engagements "Customer Breakdown by GPU Model for China Bernstein"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947334964183503352) 2025-07-21 16:36:49 UTC 22.6K followers, 14.6K engagements "BofA Global Technology Conference NVIDIA (June X 2025) Speaker: Ian Buck VP of Accelerated Computing at NVIDIA X. The Inference Boom and DeepSeek DeepSeek-R1 is the first open-source inference-specialized model with both its training and optimization processes fully disclosed. It sets a new standard for reasoning models: capable of thinking through questions and double-verifying answers before output. Result: 13x increase in token generation triggering an explosion in inference demand massive surge in GPU demand and AI infrastructure profitability. DeepSeek achieves higher accuracy than many"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1930493868795134400) 2025-06-05 05:16:19 UTC 22.5K followers, 8852 engagements "Samsung plans to supply HBM4 12-high samples to customers such as NVIDIA and AMD within this month"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947187259507368332) 2025-07-21 06:49:54 UTC 22.5K followers, 6460 engagements "Jensen Huang: The U.S. has approved the sale of the H20"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944973856214745419) 2025-07-15 04:14:37 UTC 22.5K followers, 30.2K engagements "250718_2Q25 TSMC Comment (1) Goldman Sachs - TSMC stated that there were no signs of softening demand from AI customers delivering a positive earnings announcement. - Consequently the N2 revenue contribution is expected to be much larger than N3 during its initial ramp-up phase especially in the first two years indicating future strength in the HPC segment. - N5/N3 wafer revenue estimates were upgraded and the 2026 5nm/CoWoS ASP growth rates were raised from +3%/+5% to +7%/+8% respectively. - For 2026 GPM the forecast was raised by +380BP from the previous XXXX% to 57.9%. Ultimately TP was"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945974655917122025) 2025-07-17 22:31:27 UTC 22.6K followers, 2722 engagements "Samsung's HBM4 1c DRAM wafer yield improved to approximately XX% based on cold tests and 50-60% based on hot tests"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947801982850503046) 2025-07-22 23:32:35 UTC 22.6K followers, 3219 engagements "TSMC - JP Morgan TSMC's Q2 2025 earnings announcement showed profitability and operating profit margins exceeding market expectations. The company's performance was robust particularly due to high margins and non-operating income despite foreign exchange headwinds. The Q3 2025 guidance was set at approximately an X% increase quarter-over-quarter which is higher than our firm's estimated X% increase. This performance improvement was primarily driven by seasonal demand from smartphones while the HPC segment is expected to remain flat after a surge in the first half of the year. The gross margin"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1945828530765570056) 2025-07-17 12:50:48 UTC 22.5K followers, 3462 engagements "JPM Tech Sales: SK Hynix 2Q25 Earnings Preview 2Q25 Earnings Estimates Operating Profit (OP): JP Morgan estimates KRW X trillion. Current sell-side consensus is around KRW 9.2-9.3 trillion and the results are expected to converge within this range. 2Q JPMe Gross Margin (GM): XX% 3Q25 Guidance Estimates 3Q DRAM Bit Growth Average Selling Price (ASP) HBM Proportion: JP Morgan anticipates DRAM bit growth of +8% QoQ and +25% YoY. DRAM ASP is projected to increase by +2% QoQ and +12% YoY. HBM revenue proportion is forecasted to be 44%. 2025 Annual Capital Expenditure (CAPEX) Estimates CAPEX: JP"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947901094417563963) 2025-07-23 06:06:25 UTC 22.6K followers, 3089 engagements "Morgan Stanley: AI Spending Shortfall Creates Over $XXX Trillion in Debt Demand Morgan Stanley predicts that total global data center spending will reach approximately $XXX trillion by 2028. Of this about $XXX trillion will be allocated to hardware (such as chips and servers) with the remaining $XXX trillion for data center infrastructure construction including real estate construction costs and maintenance. On an annual basis Morgan Stanley projects that data center-related investment demand will exceed $XXX billion in 2028. For context the total capital expenditure of all S&P XXX companies"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947192450994606444) 2025-07-21 07:10:32 UTC 22.6K followers, 7999 engagements "Delta Electronics: Increasing Market Share in AI Server Power and Liquid Cooling Clear Upside for Performance and Valuation JPM (G. Hariharan 2025/07/20) JPM states that Delta Electronics continues to strengthen its leading position in AI server power supplies and liquid cooling systems. Benefiting from the multi-fold expansion of the AI server market the company has clear growth and valuation catalysts for the next two years. AI Servers Drive Revenue Mix Optimization Multiple Catalysts in the Next Two Years Although 2Q revenue was lower than expected due to exchange rates and production line"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948200334624792919) 2025-07-24 01:55:30 UTC 22.6K followers, 5630 engagements "Europe GenAI: Enabling Industry Opportunities in Europe with the Rise of Agentic AI Morgan Stanley (A. Wood 2025/07/21) Morgan Stanley believes that as AI evolves into the Agentic phase Europe will play an AI enabler role in key industries such as capital goods semiconductors and software driving value transfer and addressing structural labor challenges. Europe GenAI Market Space Could Reach $160-195 Billion Based on its global AI framework estimates Morgan Stanley projects that the global GenAI market will reach $XXX trillion by 2028. Of this the European market could reach $160-195 billion"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948199341447172396) 2025-07-24 01:51:33 UTC 22.6K followers, 2147 engagements "Taiwans Hon Hai (Foxconn) Q2 revenue increased by XXXX% YoY June revenue: TWD XXXXX billion up XXXXX% YoY Q2 total revenue: TWD XXX trillion up XXXXX% YoY"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1941407179594244423) 2025-07-05 08:01:55 UTC 22.5K followers, 18.7K engagements "Trump allegedly opened a backdoor for NVIDIA to sell a new downgraded AI chip called the B30 to China. Major Chinese tech giants like ByteDance Alibaba and Tencent have already placed orders. The B30 chip is based on the latest Blackwell architecture but deliberately avoids using high-bandwidth memory (HBM) and TSMCs (2330) advanced packaging technology. The bulk of the B30 orders reportedly went to Gigabyte (2376) which is expected to raise its financial guidance during its upcoming earnings call. Gigabytes May revenue is said to have more than doubled year-on-year"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1930135799733072027) 2025-06-04 05:33:29 UTC 22.5K followers, 38.7K engagements "JP Morgan: HBM Market - Robust Supply and Demand until 2027 Bit Demand Expected to Accelerate X. HBM Supply & Demand Update: Moderate supply tightness expected to continue until 2027 - HBM supply shortages are expected to persist this year: The oversupply will ease somewhat in 2026-27 resulting in approximately 1-2 weeks of HBM inventory across the channel which is a very robust level. Meanwhile the strong increase in bit demand driven by NVIDIA Rubin GPU is a factor tightening supply and demand. In particular the lower usable ratio compared to high production also has an impact. - HBM"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1943573616626667671) 2025-07-11 07:30:34 UTC 22.5K followers, 25.8K engagements "China AI: H20 Export Resumption Sends Positive Signal to China-US AI Industrial Chain Morgan Stanley (C. Chan 2025/07/20) Morgan Stanley stated that the US's proposed resumption of exports of medium-level AI chips (such as H20) to China is beneficial for China's AI infrastructure investment US semiconductor companies and the Asian supply chain while also creating temporary pressure on domestic Chinese GPUs. H20 Export Approval to Facilitate China's AI Capital Expenditure Realization Morgan Stanley pointed out that if H20 chip shipments resume China's CSPs' AI capital expenditure which could"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1948197651914346913) 2025-07-24 01:44:50 UTC 22.6K followers, 15K engagements "TSMC: The 2nm process is scheduled to enter mass production as planned in the second half of this year. According to industry sources demand from primary customers like Apple AMD and Intel is very strong and with Qualcomm MediaTek and NVIDIA also planning to successively adopt the 2nm process TSMC's 2nm supply is facing severe shortages. In response TSMC plans to significantly expand its 2nm production capacity. Specifically it plans to increase 2nm production capacity from approximately 40000 wafers per month by the end of this year to 100000 wafers per month next year (a 1.5x increase) and"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947071472318767388) 2025-07-20 23:09:48 UTC 22.6K followers, 10.9K engagements "Demand for TSMC 2nm/3nm node (Morgan Stanley)"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1944894183116038394) 2025-07-14 22:58:02 UTC 22.6K followers, 34.6K engagements "Foxconn: Starting in July the company will begin to adopt the design for Vera Rubin NVIDIA's next-generation flagship AI server platform. According to supply chain sources based on Foxconn's shipment schedule GB200 shipments are expected to be completed by the end of this year. The GB300 has already entered low-volume production and shipment and is projected to become the flagship product in the AI server market in the first half of 2026. Vera Rubin-based products are anticipated to be the main products from the second half of 2026 through 2027. (Source: Taiwan Economic Daily)"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1947094204628500824) 2025-07-21 00:40:08 UTC 22.5K followers, 4496 engagements "GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating"  [@Jukanlosreve](/creator/x/Jukanlosreve) on [X](/post/tweet/1921770409927549247) 2025-05-12 03:32:25 UTC 22.5K followers, 29.5K 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.]
@Jukanlosreve Jukan
No information is available about Jukan Choi. The posts and reports seem to be focused on the semiconductor industry, covering companies such as Samsung, SK Hynix, TSMC, and Micron, and discussing topics like HBM, AI servers, and foundry processes. Key players' performance, outlook, and strategies in the semiconductor market are being reported and analyzed.
Engagements: XXXXXX #
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- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +699%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX +5.60%
- X Months XXXXX +339%
Followers: XXXXXX #
- X Week XXXXXX +0.83%
- X Month XXXXXX +8.90%
- X Months XXXXXX +303%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #4993 technology brands XXXXX% finance #4150 countries XXXX% currencies #1014 fashion brands XXXX% travel destinations XXXX% automotive brands XXXX% vc firms XXXX% social networks XXXX%
Social topic influence morgan stanley #3, china #1289, samsung #1019, dram #13, chips #208, investment #1004, hon hai 2.75%, data center #33, jpm #8, $005930ks #1
Top accounts mentioned or mentioned by @folduniverse @tshirtnjeans2 @bobnorman_ch @xyfdh6780 @zephyr_z9 @evrgn11112231 @skhrj0 @paurooteri @auster720 @0xrezaramadhan @schamorro357 @grok @pers0naluni0n @luhajoma @cwb_research @riccirox @zephyrz9 @lsvo25 @harukaze5719 @cwbresearch
Top assets mentioned Morgan Stanley (MS) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Artificial Intelligence (AI4) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Applied Materials, Inc. (AMAT) HSBC Holdings PLC (HSBC) CoreWeave, Inc. (CRWV)
Top Social Posts #
Top posts by engagements in the last XX hours
"Reports: Samsung SK's 'HBM Destiny' Overturned When Jensen Huang Visited Korea in 2018 It's been explained that the divergent performances of Samsung Electronics' semiconductor division and SK Hynix stemmed from Samsung Electronics' rejection of Nvidia CEO Jensen Huang's proposal in 2018. This proposal reportedly involved cooperation between the two companies in High Bandwidth Memory (HBM) and foundry businesses. According to a semiconductor industry source CEO Jensen Huang secretly visited Samsung Electronics in 2018 and made three proposals. The first was to expand the HBM development that"
@Jukanlosreve on X 2025-07-22 10:54:33 UTC 22.6K followers, 22.5K engagements
"A very intriguing report from Nikkei. SMIC and CXMT have suffered and continue to suffer massive yield losses by using Chinese-made equipment but this hasn't prevented them from using it" @Jukanlosreve on X 2025-07-20 03:45:11 UTC 22.6K followers, 29.6K engagements
"Report: Samsung Electronics Considers Adopting Hybrid Bonding for 'HBM4E 16-Hi'. Sample Evaluation Underway Samsung Electronics has announced its plan to apply hybrid bonding technology starting with HBM4E (7th generation high-bandwidth memory) 16-layer at the earliest. Sample testing is currently in progress and business feasibility and investment costs are expected to be key factors for commercialization. Kim Dae-woo Senior Vice President at Samsung Electronics introduced the packaging technology roadmap for next-generation semiconductors at the '2025 Commercial Semiconductor Development" @Jukanlosreve on X 2025-07-22 07:03:10 UTC 22.6K followers, 18.8K engagements
"Morgan Stanley) ASML Earnings Quick Analysis: EW Target Price EUR XXX Key Summary X. Comments on potential stagnation in 2025 equipment unit shipments and uncertainty about 2026 growth may raise some concerns. X. Strong new orders are offset by 2026 uncertainty. X. 2025 guidance was narrowed to the midpoint of previous forecasts (approximately XX% growth year-over-year from 2024). X. New orders reached EUR XXX billion exceeding estimates (Morgan Stanley's estimate of EUR XXX billion) with EUR XXX billion coming from EUV equipment (estimated at approximately XX units). X. Margin was better" @Jukanlosreve on X 2025-07-16 12:44:55 UTC 22.6K followers, 3446 engagements
"Report: TSMC Officially Exits GaN (Gallium Nitride) Business Sending Shockwaves Through the Market Taiwan Semiconductor Manufacturing Co. (TSMC) has confirmed that it will gradually withdraw from the gallium nitride (GaN) field one of the third-generation semiconductors within the next two years causing a shock in the market. In fact TSMC is currently the global leader in GaN wafer foundry. This event has focused market attention on Navitas Semiconductor TSMC's major GaN customer. The information was initially disclosed by Navitas with TSMC passively confirming it. While Navitas bids a" @Jukanlosreve on X 2025-07-10 22:27:44 UTC 22.6K followers, 12.5K engagements
"Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it" @Jukanlosreve on X 2025-03-05 14:16:48 UTC 22.5K followers, 47.1K engagements
"Report: MediaTek Wins Major Order for Meta's New 2nm ASIC Aiming for Mass Production in H1 2027 MediaTek and Broadcom are in continuous competition for Meta's new Application-Specific Integrated Circuit (ASIC) projects with industry sources emphasizing that their performances are neck and neck. However recent reports suggest that MediaTek is poised to win a major order for one of Meta's upcoming 2nm ASICs codenamed "Arke." This chip focused on post-training and inference is expected to enter mass production in the first half of 2027. IC design industry sources reveal that if MediaTek wins the" @Jukanlosreve on X 2025-07-23 00:11:45 UTC 22.6K followers, 4495 engagements
"Hon Hai believes that the shift to the Bianca design for GB300 is intended to accelerate time-to-market and once the issues are resolved the Cordelia design will be reintroduced for GB300. Source: Nomura" @Jukanlosreve on X 2025-05-23 13:11:38 UTC 22.5K followers, 5320 engagements
"Barclays: "After Mid-August No Later Than September" U.S. Semiconductor Tariffs Could Have a Larger-Than-Expected Impact Barclays stated in its latest research report that the timing for the imposition of U.S. Section XXX semiconductor tariffs is essentially confirmed. The most likely period is after mid-August and it is not expected to be later than September. Barclays analysts including Simon Coles pointed out that while the market may currently hold optimistic expectations for a flat XX% tariff the actual tariff rate could adopt a gradual model potentially having a larger impact than" @Jukanlosreve on X 2025-07-22 01:39:20 UTC 22.6K followers, 20K engagements
"AMD CEO Sees Chips From TSMCs US Plant Costing 5%-20% More - BBG Advanced Micro Devices Inc. Chief Executive Officer Lisa Su said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co. cost more when theyre produced in TSMCs Arizona facilities. 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. AMD expects its first chips from TSMCs Arizona facilities by the end of the year Su said. The extra expense is worth it because the company is" @Jukanlosreve on X 2025-07-23 23:32:35 UTC 22.6K followers, 6275 engagements
"Intels CEO Needs a Path to Profits to Win Over Stock Skeptics- BBG Back in April Intel Corp.s newly appointed Chief Executive Officer Lip-Bu Tan told investors on his inaugural earnings call that turning around the troubled chipmaker would take time. That was three months ago and theyre already losing patience. Sure Intel shares are up about XX% since Tans appointment was announced in March but thats nothing compared to rivals like Nvidia Corp. which has seen its stock price soar almost XX% over the same period and Advanced Micro Devices Inc. which has jumped 64%. So when Intel reports" @Jukanlosreve on X 2025-07-24 09:29:28 UTC 22.6K followers, 4784 engagements
"Oracle to Supply OpenAI With X Million AI Chips for Data Centers - BBG OpenAI and Oracle Corp. announced they will develop XXX gigawatts of additional US data center capacity in an expanded partnership furthering a massive plan to power artificial intelligence workloads. OpenAI has yet to name the data center sites it will codevelop with Oracle but states including Texas Michigan Wisconsin and Wyoming are under consideration. Together with its facility being built in Abilene Texas the company said it will have more than X gigawatts total in capacity running on more than X million chips for AI" @Jukanlosreve on X 2025-07-22 10:43:22 UTC 22.6K followers, 10.4K engagements
"When will Google integrate Gemini into Google Translate Its really annoying. For example it keeps translating NVIDIAs H20 chips as hydrogen" @Jukanlosreve on X 2025-07-18 23:53:34 UTC 22.5K followers, 4741 engagements
"I'm currently researching PrecisioNext a Chinese company specializing in HBM bonding equipment. They're notable for being the only Chinese company with proprietary HBM TC bonder technology. PrecisioNext claims their equipment supports various bonding methods including TC-NCF and MR-MUF and can even implement next-generation technologies like fluxless ultra-fine bonding. However it seems that their equipment has only been supplied for testing in limited quantities rather than for large-scale production. This is evident given that Chinese HBM manufacturers like CXMT still prefer South Korean" @Jukanlosreve on X 2025-07-13 09:25:30 UTC 22.5K followers, 6661 engagements
"Global Data Center Deep Dive: AI Drives Soaring DC Investment Energy & Approvals Become Key Expansion Barriers Morgan Stanley (E. Kelly 25/07/15) Morgan Stanley states that the AI investment wave is driving a XX% compound annual growth rate in global data centers. However factors such as energy supply approval delays and building material shortages pose bottlenecks to expansion. Nuclear power and the conversion of Bitcoin mining farms are emerging as important energy solutions and related sectors and regional assets are expected to benefit significantly. Energy Remains the Primary Constraint" @Jukanlosreve on X 2025-07-16 20:59:28 UTC 22.6K followers, 3593 engagements
"Nomura: TSMC Target Price Raised to NT$1280 on Strong 2nm Demand in 2026 Nomura has raised TSMC's target price from NT1170toNT1280 forecasting that 2nm process demand will be a key growth driver in 2026. Notably Apple is expected to fully adopt the 2nm process across its entire iPhone lineup starting in 2026 which is an expansion compared to its 2023 application solely in the high-end Pro series. This is projected to contribute approximately X% of TSMC's wafer revenue. $TSM" @Jukanlosreve on X 2025-07-17 04:13:51 UTC 22.5K followers, 2870 engagements
"Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers Nanya siren concerns- Digitimes Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources although CXMT has yet to enter mass production recent samples have passed testing with quality nearly matching that of Nanya. This development has raised concerns among Taiwanese manufacturers as CXMT is mobilizing nationwide resources to push for mass production. This aggressive move also poses a potential threat to international manufacturers potentially" @Jukanlosreve on X 2025-07-22 03:00:47 UTC 22.6K followers, 16.1K engagements
"@NYC_Rivera Because of MediaTek's immature capabilities" @Jukanlosreve on X 2025-07-19 01:31:57 UTC 22.5K followers, XXX engagements
"According to ALETHEIA Capital NVIDIA's total GPU production volume next year will be lower than this year" @Jukanlosreve on X 2025-07-21 04:52:23 UTC 22.5K followers, 12.6K engagements
""H20 will only be sold from existing stock and there will be no additional production once it's depleted. Large customers applying for BIS (Bureau of Industry and Security) export control exemptions must submit detailed quantities and some are considering applying indirectly through IDC (Internet Data Center). However the overall direction will lead to the release of more restricted products (B series) in the future." Several industry insiders confirmed this information. Wu Zihao CEO of Yonghe Semiconductor Consulting and a semiconductor engineer explained "It's natural not to restart new" @Jukanlosreve on X 2025-07-16 04:27:52 UTC 22.5K followers, 44.6K engagements
"ASML: Facing Challenges in 2026 Slowdown in EUV Spending TSMC CapEx Remains Flat Morgan Stanley (L. Simpson 25/07/17) Morgan Stanley notes that ASML will face challenges in 2026 with an expected flat growth from 2024-2026 due to a slowdown in EUV spending. While TSMC's sales are strong (expected to grow over XX% year-on-year in 2025) the company maintains a cautious outlook on its 2026 capital expenditure (CapEx). ASML expects a reduction in EUV equipment shipments in 2026 specifically only XX units of TSMC's EUV Low Numerical Aperture (LNA) tools. ASML Faces Slowdown in EUV Spending:" @Jukanlosreve on X 2025-07-19 06:47:43 UTC 22.6K followers, 10.9K engagements
"AI ASIC and Networking Chips Broadcoms dominance in the AI ASIC market is striking with over XXX chip designs completed across 7nm 5nm 3nm and 2nm process nodesfirmly securing its No.1 position with over XX% market share. In the high-performance switching and routing chip sector Broadcom also holds a commanding lead boasting more than XX% market share with its Tomahawk X and Jericho X chipsets. Broadcom is set to begin mass production of its next-generation 3nm Tomahawk X switch chipset in the second half of 2025. The chip supports 102Tbps switching throughput (200Gbps SERDES) and is" @Jukanlosreve on X 2025-06-02 23:39:43 UTC 22.6K followers, 28.1K engagements
"Report: China's DRAM and NAND Flash Production Nearly Doubles in One Year Global Memory Market 'Stumbles' ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC) China's leading memory semiconductor companies are bolstering their influence in the global memory semiconductor market by nearly doubling their production capacity in just over a year. Starting last year Chinese-made memory began to establish its presence in the commoditized DRAM market which had been dominated by Samsung Electronics and SK hynix beginning with legacy DRAM. Driven by domestic market demand and" @Jukanlosreve on X 2025-07-20 23:41:26 UTC 22.6K followers, 25.6K engagements
"250722_Taiwan design service - CLSA (1) CSP (Cloud Service Provider) firms are adopting more flexible chip development models and automotive OEMs are increasingly moving towards in-house development of ASICs for ADAS. (2) This is opening up greater opportunities for Taiwanese ASIC companies. (3) Recent developments like Meta's new 2nm project and the design changes to its Olympus chip demonstrate the continued expansion of ASIC demand. Companies like MediaTek are expected to benefit. (4) Furthermore CSP firms are increasingly separating design from the supply chain and tending to handle" @Jukanlosreve on X 2025-07-21 23:11:27 UTC 22.6K followers, 2482 engagements
"Seeing this I understand why NVIDIA keeps its eyes on the Chinese market. A CAGR of 60%. that's truly incredible isn't it" @Jukanlosreve on X 2025-07-21 16:41:09 UTC 22.5K followers, 4643 engagements
"META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()" @Jukanlosreve on X 2025-06-17 22:27:35 UTC 22.5K followers, 11K engagements
"An industry insider familiar with the matter stated "I understand that Applied Materials is considering additional equity investments or mergers and acquisitions (M&A) to strengthen advanced packaging. They are building diversified strategies to enhance packaging capabilities." I'm really looking forward to seeing what kind of deals will come out.👀" @Jukanlosreve on X 2025-07-18 01:33:46 UTC 22.5K followers, XXX engagements
"Report: The Backlash of Copper Tariffs Shaking the Semiconductor Industry As the United States prepares to impose a XX% high tariff on copper starting August 1st an alarm has been raised in the global semiconductor industry. The sharp rise in copper prices used as a key material not only in traditional industries like electric vehicles and wires but also in high-performance semiconductors is directly impacting the global semiconductor supply chain and manufacturing costs. Furthermore with additional tariffs on semiconductors foreshadowed for the end of this month tension is escalating." @Jukanlosreve on X 2025-07-14 04:49:53 UTC 22.5K followers, 8998 engagements
"Report: Goldman Sachs Raises TSMC Target Price to NT$1210 Recommends as Conviction Buy Taiwan Semiconductor Manufacturing Company (TSMC 2330) has seen its growth momentum further strengthened. According to the latest report from Goldman Sachs market concerns over AI order cuts have significantly eased. This coupled with the rapid expansion of CoWoS advanced packaging technology adoption has driven an upward revision in overall revenue forecasts. Goldman Sachs has raised its target price from NT$1145 to NT$1210 maintained its "Buy" rating and placed it on its Conviction Buy list. Goldman Sachs" @Jukanlosreve on X 2025-06-26 03:09:18 UTC 22.5K followers, 3456 engagements
"Recently a friend asked me "Why are you so interested in ASICs these days" I replied "Why am I interested in ASICs Because NVIDIA is the emperor of this era and ASICs are challenging the emperor." However my friend retorted. He said that designing and manufacturing an ASIC takes X to X years and no matter how good the specifications are when designed it will be obsolete in two years. He also mentioned that many ASIC projects emerged due to Blackwell's delays but a significant number of them have been paused as Blackwell's supply has eased. I found my friend's points quite plausible. If" @Jukanlosreve on X 2025-06-19 05:02:16 UTC 22.6K followers, 26K engagements
"@yoolimleenews They didnt disclose the scale of adoption by LG did they" @Jukanlosreve on X 2025-07-22 06:58:46 UTC 22.6K followers, XXX engagements
"The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order" @Jukanlosreve on X 2025-03-24 03:55:41 UTC 22.5K followers, 113.6K engagements
"AYZ disputes this report saying that what they found through their own supply chain investigation is completely different. "This is funny.My supply chain check shows that Hon Hai only successfully shipped XXX GB200 racks in Apr. Quanta and Wistron only shipped XXX GB200 racks in Apr. respectively so XXX racks in total."" @Jukanlosreve on X 2025-05-09 00:25:23 UTC 22.5K followers, 14K engagements
"Report: Applied Materials Bolsters Advanced Semiconductor Packaging Applied Materials the world's largest semiconductor equipment company is expanding its investment in advanced semiconductor packaging. Designating it as a new growth engine the company has embarked on securing talent and developing new equipment solutions. This is interpreted as a strategic response to the increasing demand for advanced semiconductor packaging driven by the expansion of the Artificial Intelligence (AI) market. According to industry sources on the 17th Applied Materials has internally decided to make advanced" @Jukanlosreve on X 2025-07-18 00:07:17 UTC 22.6K followers, 9545 engagements
"China Semiconductor Equipment: Strong China WFE Demand Expected in H2 2025 Anticipating Growth Morgan Stanley (C. Chan 25/07/17) Morgan Stanley believes that China's semiconductor equipment (WFE) market will continue to grow driven by strong logic foundry demand and increasing localization needs with demand expected to rise significantly in the second half of 2025. Based on surveys in Taiwan and Beijing China's WFE demand is anticipated to strengthen remarkably in H2 2025 with AI-driven logic foundry being the primary growth engine. Morgan Stanley has also adjusted its 2025/2026 outlook for" @Jukanlosreve on X 2025-07-19 06:49:24 UTC 22.6K followers, 9023 engagements
"Report: Lam Research Unveils Next-Generation Etching Equipment Akara Cho Sang-jun Vice President of Lam Research Korea recently stated at a press conference Akara is optimized for process environments that require vertical structure formation and precise control of fine features adding It enables high levels of precision and sophisticated process control. Etching is a semiconductor process in which unnecessary portions are selectively removed to engrave circuit patterns. This is done using a solution or plasma to form microcircuits. Lam Research is a strong player in the semiconductor etching" @Jukanlosreve on X 2025-06-08 01:39:07 UTC 22.5K followers, 7827 engagements
"Bernstein: China's Domestic AI Accelerator Update: - Bernstein analysts recently predicted in a report that China's AI chip demand will reach $XXXX billion by 2025 while supply will only be $XX billion leading to a $XXX billion gap. - According to Bernstein NVIDIA is expected to recover approximately $XXXX billion in revenue by year-end. NVIDIA's new B30 chip set to launch in September is anticipated to generate an additional $XXX billion in revenue. - AMD is expected to recover $X billion in revenue. - Before the restrictions were implemented China's AI chip supply shortage was projected to" @Jukanlosreve on X 2025-07-20 23:25:04 UTC 22.6K followers, 10.9K engagements
"Citi) ASMPT Key Takeaways from the Citi Pan-Asia Conference: How Advanced Packaging is Driving AI Development On May XX we hosted a major track presentation with CK Lim CEO of ASMPTs Advanced Packaging SEMI Solutions business unit at the Citi Pan-Asia Conference and held investor meetings with CFO Katie Xu. Key Highlights: X. Scalable Technologies to Capture AI Opportunities: ASMPT already possesses scalable technologies to address AI-related opportunities including Thermal Compression Bonding (TCB) Extreme Copper Pillar Die Attach (ECD) hybrid bonding and silicon photonics. X. Repeat Orders" @Jukanlosreve on X 2025-06-02 12:39:22 UTC 22.5K followers, 3138 engagements
"This weekend Im going to Jeju Island for a vacation. Ill probably do less of X this weekend" @Jukanlosreve on X 2025-07-11 23:35:28 UTC 22.5K followers, 3967 engagements
"Hana Securities: Chinese legacy foundries including SMIC are aggressively lowering prices and TSMC is also expected to reduce prices for mature processes above 7nm. In December SMIC reduced the price of 28nm process wafers by XX% from $2500 to approximately $1500. Other Chinese legacy semiconductor manufacturers have also joined in price reductions. By 2025 the possibility of global foundry companies lowering prices for mature processes is expected to increase. The market anticipates a high likelihood of TSMC reducing prices for legacy processes above 7nm by 2025. These price reductions by" @Jukanlosreve on X 2025-01-24 04:56:27 UTC 22.5K followers, 3419 engagements
"The AI/AR glasses product distribution is a spectrum. At the far left of the spectrum are low-cost solutions with only Bluetooth headphones. Every added feature means an increase in power consumption weight and cost. On the right side of the spectrum are more complete-form AR glasses: photography voice control hand tracking eye tracking SLAM positioning screen display AI conversation/image recognition and even on-device LLMs. It will likely take another X to XX years for AR glasses to reach a relatively ideal form. Current AI/AR glasses collectively known as smart glasses are expected to" @Jukanlosreve on X 2025-06-30 07:14:26 UTC 22.6K followers, 37.8K engagements
"250722_SoftBank and OpenAIs $XXX Billion AI Project Struggles to Get Off Ground (1) SoftBank and OpenAI's Stargate Project is reportedly facing difficulties from the start. (2) Although six months have passed since the project's announcement not a single data center contract has been finalized and the construction of dozens of initially promised facilities is on hold. (3) The two companies are said to have disagreements on key conditions including the location and structure of the data centers. (4) One of the main conflicts between OpenAI and SoftBank concerns the scale of the data center to" @Jukanlosreve on X 2025-07-22 01:46:22 UTC 22.6K followers, 47.8K engagements
"I've thought about this before but I still believe it'll take a significant amount of time for Intel's stock to rise substantially. For their foundry business to normalize meaning securing external customers and having those products come to fruition it's going to take at least two years" @Jukanlosreve on X 2025-07-24 09:31:26 UTC 22.6K followers, 3056 engagements
"DDR6: Mass Adoption Expected from 2027 DDR6 is anticipated to begin mass adoption in 2027. Global top three DRAM manufacturers including Samsung Electronics Micron and SK Hynix have already commenced development plans (DDR6 prototype chip design completed). Next-generation CPUs are expected to support DDR6 starting from 2026. It is projected to be adopted in AI servers HPC systems and high-end notebooks. The preliminary specification for DDR6 is expected to be finalized by the end of 2024 with the LPDDR6 preliminary specification to be released in Q2 2025. It is slated to enter platform" @Jukanlosreve on X 2025-07-23 01:52:21 UTC 22.6K followers, 4035 engagements
"Its quite baffling that even engineers from Intels Diamond Rapids team are being laid off" @Jukanlosreve on X 2025-07-12 04:24:22 UTC 22.5K followers, 42.6K engagements
"SK Hynix 2Q25 Earnings Call Key Q&A (5) X. Concerns about limited capacity expansion due to no available space in M16 fab. Considering M15X investment what is the ramp-up plan by the end of next year What is the timeline for 1c DRAM to ramp up to a meaningful proportion of 15-20% - As the HBM market grows and demand increases SK Hynix has been converting a lot of its general DRAM capacity to HBM. - Compared to the past the required cleanroom size for producing the same volume has also significantly increased. - Currently SK Hynix's existing fabs are being utilized for product mix optimization" @Jukanlosreve on X 2025-07-24 00:53:57 UTC 22.6K followers, 1242 engagements
"Theyre saying theres no problem with China-made 5nm and that the yield isnt as low as expected but is that really trustworthy" @Jukanlosreve on X 2025-07-20 09:41:24 UTC 22.5K followers, 7526 engagements
"Asia Tech Marketing Review (JPM) Recently held meetings with over XX institutional investors during Hong Kong marketing. Overall interest was concentrated in the order of Memory Holding Companies EV Batteries & Materials = Hardware. Investor confidence in the trend of AI hardware spending has increased compared to three months ago. Confirmation of increased server build-up due to easing supply chain bottlenecks. Rising demand confidence as AI use cases and adoption increase particularly in the U.S. market. TSMC's performance and outlook reconfirmed strong AI semiconductor demand. MSFT's CAPEX" @Jukanlosreve on X 2025-07-22 23:13:50 UTC 22.6K followers, 2728 engagements
"SK Hynix 2Q25 Earnings Call Key Q&A (4) X. What are your operational plans for DDR4 products going forward - With some suppliers deciding to exit short-term supply shortage concerns have emerged. - As this is a period of generational transition from D4 to D5 we view this more as a demand concentration phenomenon rather than a significant change in D4 itself. Our D4 revenue proportion has been continuously decreasing since 2023 due to expanding D5 and HBM demand. From a double-digit percentage last year it has fallen to a single-digit percentage this year. While we do have plans to end" @Jukanlosreve on X 2025-07-24 00:42:05 UTC 22.6K followers, 1554 engagements
"NVIDIA's ARM Architecture-based CPU N1X Reportedly Encounters Severe Design Flaws Delaying Product Launch to 2026. NVIDIA's strategy which prioritized AI computation optimization and high-performance low-power design aimed to enter the AI PC and gaming laptop markets with the N1X. However critical hardware defects have recently been discovered in the newly designed chip leading engineers to undertake a complete redesign of the silicon structure itself. Earlier this year NVIDIA did face some technical issues during the N1X development process but those were solvable without modifying the" @Jukanlosreve on X 2025-07-16 05:57:17 UTC 22.5K followers, 16.4K engagements
"Nomura: TSMC CoPoS Delay to 2029-2030 Expected. Could Impact NVIDIA Regarding the AI industry supply chain Nomura analyzed that TSMC might shift its 2026 backend capital expenditure to other technologies like WMCM (Wafer-level Multi-Chip Module) and SoIC (System-on-Integrated-Chip) and that CoWoS capacity allocation will be a key monitoring point. Significant Delay in CoPoS Technology NVIDIA Product Roadmap Adjustment Inevitable According to the report CoPoS technology is designed to support AI GPU demand from customers like NVIDIA by increasing area utilization through larger panel sizes" @Jukanlosreve on X 2025-07-16 06:42:03 UTC 22.5K followers, 14.4K engagements
"GDS Holdings: H20 Resumption Drives China AI Data Center Rebound DayOne Shows Strong Growth JPM (G. Hariharan 25/07/16) JPM states that Nvidia's resumption of H20 shipments to China significantly alleviates the AI server supply bottleneck in China helping to drive an upward revision of GDS Holdings' China business outlook. Simultaneously its international subsidiary DayOne continues its strong growth momentum opening up room for valuation re-rating. H20 Resumption Alleviates Chip Bottleneck Drives China AI Inference Demand & Valuation Uplift Nvidia's resumption of H20 shipments to China is" @Jukanlosreve on X 2025-07-16 21:01:40 UTC 22.5K followers, 3087 engagements
"Very interesting. It seems that NVIDIA is considering lobbying to gain approval for exporting high-performance Blackwell chips specifically designed for the Chinese market. "to focus on lobbying Washington for export licenses to China for high-performance AI chips specifically designed for the Chinese market based on the Blackwell architecture."" @Jukanlosreve on X 2025-07-19 23:40:15 UTC 22.6K followers, 9145 engagements
"Infineon: TSMC's Exit from GaN/Si Capacity May Impact Its Supply Chain and Pricing Environment Morgan Stanley (L. Simpson 25/07/03) Morgan Stanley notes that TSMC's plan to exit its GaN on Silicon production line by 2027 prompting Navitas to shift to PSMC could lower the entry barrier for the GaN/Si industry. This might have strategic and pricing implications for Infineon. TSMC Plans to Exit GaN/Si Business by 2027 Navitas Gradually Transfers Capacity to PSMC Navitas has announced that TSMC will cease its GaN/Si capacity by July 2027 signaling TSMC's gradual divestment from certain non-core" @Jukanlosreve on X 2025-07-07 22:34:43 UTC 22.5K followers, 7251 engagements
"TSMC: 2025 Revenue Growth Guidance Raised Strong AI Demand Drives Growth Morgan Stanley (C. Chan 25/07/17) Morgan Stanley believes that TSMC's 2025 revenue growth guidance has been raised to a XX% year-on-year growth rate and strong growth is expected to continue in 2026 with AI demand especially AI GPU demand from the Chinese market being the main driving force. TSMC expects revenue to grow by XX% in 2026 and plans to continue expanding 2nm capacity in the coming years. TSMC also anticipates AI semiconductors to achieve a compound annual growth rate (CAGR) of over XX% in the next five years" @Jukanlosreve on X 2025-07-19 06:44:39 UTC 22.6K followers, 14.1K engagements
"Y Combinator says that XX% of new startups these days are related to AI Dont you think thats a bit much" @Jukanlosreve on X 2025-07-19 12:12:05 UTC 22.5K followers, 9340 engagements
"Report: ASICs Emerge as Major Buyers of HBM Samsung Electronics SK Hynix and Micron Enter Full-Scale Volume Race As the market for Application-Specific Integrated Circuits (ASICs) which focus on performance for specific Artificial Intelligence (AI) services experiences rapid growth ASIC design companies like Amazon Google and Meta are emerging as major customers in the High Bandwidth Memory (HBM) market. With HBM supply sources diversifying away from AI chip companies such as NVIDIA and AMD a full-scale volume competition among HBM manufacturers like Samsung Electronics SK Hynix and Micron is" @Jukanlosreve on X 2025-07-13 22:41:17 UTC 22.5K followers, 8176 engagements
"JP Morgan) Regarding Memory Semiconductors: The HBM market continues to face tight overall supply due to a surge in memory content driven by increasing demand for AI and high-performance servers. This coupled with rising shipments and improved average selling prices (ASPs) for DDR4 and DDR5 and the stable trend in NAND prices indicates a recovering demand in consumer applications as well. In particular the rapid inventory clearance by customers and distribution channels is creating a favorable short-term supply-demand structure accompanied by some pre-emptive demand related to tariffs." @Jukanlosreve on X 2025-07-19 07:51:14 UTC 22.5K followers, 5253 engagements
"Teradyne: Short-Term Catalyst from NVDA RTX Testing Involvement Overall Market Share Expansion Limited Q2 Outlook Still Under Pressure Morgan Stanley (S. Brett July XX 2025) Morgan Stanley notes that Teradyne may gain opportunities in NVDA RTX testing due to Advantest's capacity bottlenecks. While unlikely to lead to broad market share expansion the news could bring a positive stock price reaction. Concurrently the Q2 earnings guidance is expected to fall short of market expectations maintaining a relatively cautious stance. Advantest Bottleneck Drives Teradyne's Entry into RTX Testing" @Jukanlosreve on X 2025-07-10 14:35:52 UTC 22.6K followers, 25.8K engagements
"According to a report by The Elec Samsung is developing the Galaxy S26 series in three variants: a 6.27-inch base model a 6.66-inch edge model and a 6.89-inch Ultra model. The Plus is dead" @Jukanlosreve on X 2025-07-14 08:13:43 UTC 22.6K followers, 86.5K engagements
"AVC: Liquid Cooling Momentum Continues to Drive High Revenue Growth Capacity Expansion Supports Long-Term Growth Goldman Sachs (A. Chang 2025/07/21) Goldman Sachs states that AVC is benefiting from the increasing penetration of liquid cooling in AI servers and the recovery in general server demand. It expects revenue to continue growing sequentially in Q3 2025 and is expanding capacity in Vietnam to support future growth momentum. Strong Revenue Growth Expected in 3Q25 Driven by Liquid Cooling and Server Shipments Goldman Sachs projects AVC's Q3 revenue to reach NT$32 billion representing a" @Jukanlosreve on X 2025-07-24 01:56:46 UTC 22.6K followers, 5592 engagements
"HSBC has set a price target of $XX for CoreWeave. HSBC's Investment Opinion: Initiating Coverage with 'Reduce' Target Price: $XXXXX Represents a XX% downside from the current stock price of $XXXXXX. According to DCF-based valuation the current stock price reflects excessive expectations. Key Investment Summary X. Business Overview and Market Position CoreWeave is an AI-specialized GPU cloud infrastructure company deploying over 250000 Nvidia GPUs across XX data centers in North America and Europe. Key Customers: Microsoft (62% of 2024 revenue XX% as of 1Q25) OpenAI (Total contract value of" @Jukanlosreve on X 2025-07-17 12:45:16 UTC 22.5K followers, 16.2K engagements
"Alphabet (GOOGL US EQUITY) FY2Q25 Conference Call Key Comments At I/O on May 20th disclosed XXX trillion tokens used in April (50x increase YoY). This number has since doubled now processing XXX trillion tokens monthly. Search Recorded double-digit revenue growth (+7% QoQ +12% YoY). New features like AI Overviews Circle to Search and Lens are preventing user churn. Subscription YouTube and subscription services also showed strong momentum reflecting robust performance. Gemini MAU (Monthly Active Users) reached XXX million with daily requests increasing by over XX% compared to Q1. GCP" @Jukanlosreve on X 2025-07-23 23:23:13 UTC 22.6K followers, 2455 engagements
"@zijing_wu I'm curious how the $1B figure was calculated" @Jukanlosreve on X 2025-07-24 12:21:41 UTC 22.6K followers, XXX engagements
"Nikkei: Some Chinese Automakers to Achieve XXX% Domestic Chip Goal by 2026 According to Nikkei Asia citing sources Chinese automakers including SAIC Motor Changan Automobile Great Wall Motor BYD Li Auto and Geely are preparing to launch models equipped with XXX% China-made domestic chips with at least two brands planning to begin mass production as early as 2026. The report points out that this progress represents a significant increase compared to the target of XX% domestic chip utilization for Chinese-made cars this year. Amid rising tensions between China and the United States this move" @Jukanlosreve on X 2025-06-18 04:40:43 UTC 22.6K followers, 9814 engagements
"It seems that VMware's customers are increasingly leaving. This is obviously bad news for Broadcom. I also know that many companies I'm familiar with are reviewing VMware alternatives. $AVGO" @Jukanlosreve on X 2025-07-20 05:01:52 UTC 22.6K followers, 15.3K engagements
"J.P. Morgan projects Broadcom's EPS to increase by XX% year-over-year to $XXXX in fiscal year 2025 followed by a further XX% growth to $XXXX in 2026. Free cash flow is expected to reach $XX billion in 2026 and the net debt-to-equity ratio is forecast to decline from XXX in 2024 to XXX in 2026 indicating a robust financial position" @Jukanlosreve on X 2025-07-10 11:59:36 UTC 22.5K followers, 24.6K engagements
"TSMC Wafer Pricing Trend (Morgan Stanley)" @Jukanlosreve on X 2025-07-14 22:58:28 UTC 22.6K followers, 17.6K engagements
"European Equipment Outlook: FX Pressure and China Order Pull to Dominate This Earnings Season Morgan Stanley (N. Putten 25/07/15) Morgan Stanley believes that unfavorable exchange rate impacts and potential demand recovery in the Chinese market will be the main conflicting factors in this round of European semiconductor equipment stock earnings reports. ASMI will experience both benefits and pressures Besi may have upside potential beyond expectations and VAT faces significant risks. ASMI May Be Dragged Down by FX Full-Year Outlook Still Supported by China Recovery ASMI's 2Q order flow was" @Jukanlosreve on X 2025-07-15 11:40:29 UTC 22.5K followers, 5997 engagements
"Report: Samsung Electronics' HBM4 Mass Production Expected 'Next Year'. Sample Test Yield at XX% Samsung Electronics' mass production of 12-stack HBM4 based on its 10nm-class 6th-generation (1c) DRAM is expected to be delayed until next year. The company had initially aimed for mass production in the second half of this year but is now taking a more cautious approach setting the target for Production Readiness Approval (PRA) in the fourth quarter. However the encouraging news is that the redesign process for the 1c DRAM shows signs of improved performance and yield. A source familiar with the" @Jukanlosreve on X 2025-07-23 23:39:04 UTC 22.6K followers, 2541 engagements
"That's truly fascinating. So in 2018 Jensen Huang visited Samsung and proposed: X. Jointly developing HBM. X. Cooperating in foundry effectively replacing TSMC. X. Working together on CUDA. And Samsung due to the political environment at the time was too chaotic and therefore rejected Jensen Huang's request is that right That's genuinely interesting. And also quite regrettable. It's a shame Samsung missed such an opportunity" @Jukanlosreve on X 2025-07-22 10:59:16 UTC 22.6K followers, 17.2K engagements
"- AWS collaborates with Alchip for Inferentia X and Trainium X chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA X and MTIA 2" @Jukanlosreve on X 2025-06-01 05:21:53 UTC 22.6K followers, 24.8K engagements
"Pre-Quarterly Report Investor Feedback for Communications and Servers: Networking and AI Servers Still Favored Citi (A. Malik 2025/07/20) Citi summarized investor feedback from New York exchanges indicating overall cautious sentiment particularly more pessimistic towards hardware OEMs while AI-related networking equipment and servers continue to attract capital with some popular individual stocks facing issues of being over-owned. Hardware OEM Sentiment Bearish AI Networking and Components Relatively Favored Investors are concerned about the macroeconomic environment and the impact of the" @Jukanlosreve on X 2025-07-24 01:47:39 UTC 22.6K followers, 2064 engagements
"JPM: Broadcom plans to complete tape-out of the first-generation XPU products with ARM/SoftBank and OpenAI this year. $AVGO" @Jukanlosreve on X 2025-07-10 11:56:13 UTC 22.5K followers, 31.1K engagements
""However due to continued delays in the development of TPU V7E (currently not expected to go into mass production until Q4 2026 at the earliest) its highly likely that these 29k CoWoS wafers will be reassigned to Broadcom for producing TPU V7P in the near future."" @Jukanlosreve on X 2025-07-19 00:28:54 UTC 22.6K followers, 4031 engagements
"HBM Industry Outlook: Downward Revision in Industry Demand/Sales Forecast iM Investment & Securities - CY25 actual HBM demand is projected to reach XXXX billion GB a XXX% YoY increase. However this figure has been slightly revised downward from the previous estimate of XXXX billion GB. In contrast CY25 industry production is now forecast at XXXX billion GB (SK Hynix: 1.62B Samsung Electronics: 1.06B Micron: 0.50B) a sharp downgrade from the prior estimate of XXXX billion GB. - As was the case in CY24 HBM production in CY25 is expected to far exceed actual demand suggesting further downward" @Jukanlosreve on X 2025-05-19 03:59:57 UTC 22.5K followers, 3062 engagements
"FYI Meta's previous capex plan for 2025 was $72B (announced last May). They've now mentioned plans to invest tenfold that amount to build superintelligence" @Jukanlosreve on X 2025-07-14 22:27:50 UTC 22.6K followers, 71.2K engagements
"Goldman Sachs Raises TSMC Price Target from NT1210 to NT1370 APAC Conviction List - Applies a 20x P/E to 2026 EPS. - Maintains technology leadership with over XX% global foundry market share. - Expected to benefit from long-term structural growth in AI HPC 5G and EV sectors. - Potential to achieve around XX% revenue CAGR in the future. - Valuation remains attractive positioned at the lower end of its 10-year band. $TSM" @Jukanlosreve on X 2025-07-17 23:44:27 UTC 22.5K followers, 5473 engagements
"In Summary: - CXMT's DDR5 and LPDDR5 have achieved a quality level nearly on par with Nanya's. - They have not yet entered mass production. - While mass production was initially expected to begin in May-June large-scale shipments have not occurred even in July. - Currently CXMT's production process has reached the sub-18nm level and as a result U.S. equipment companies have withdrawn their maintenance services. - In sample tests in early 2025 an issue emerged where the chips failed to meet the wide temperature range standard. - Test results showed thermal issues causing quality instability" @Jukanlosreve on X 2025-07-22 03:04:51 UTC 22.6K followers, 6099 engagements
"Dissecting Foxconn: "Let's Build an AI Factory" A Secret Meeting with Jensen Huang. Foxconn's Affair Beyond Apple (JoongAng Ilbo Korea) In October 2023 at the Hon Hai Tech Day held in Taipei Taiwan Jensen Huang CEO of Nvidia took the stage wearing his signature leather jacket and showed a sketch. On one side of the crude pen drawing were cars and on the other side a factory. Although it looked like it had been hastily scribbled in a notebook the picture embodied the future envisioned by Hon Hai Precision Industry's subsidiary Foxconn widely known as the "iPhone subcontractor." Introducing the" @Jukanlosreve on X 2025-04-25 23:44:41 UTC 22.5K followers, 3777 engagements
"KLA: Focusing on DRAM Upside Potential 2026 Could Be a Key Year for Valuation Revisions Morgan Stanley (S. Brett 2025/07/20) Morgan Stanley notes that while KLA's September quarter guidance was slightly better than market expectations it wasn't a substantial catalyst. Market focus has shifted to the strength of DRAM-driven demand in the second half of the year and its potential impact on upward revisions to 2026 forecasts. September Quarter Guidance Slightly Raised Meets Expectations but Unlikely to Be a Valuation Catalyst KLA expects September quarter revenue to see a low single-digit" @Jukanlosreve on X 2025-07-24 01:52:59 UTC 22.6K followers, 2401 engagements
"What does this mean The S26 series will use the 4.74GHz Snapdragon made by TSMC Theyre not using Exynos at all @UniverseIce" @Jukanlosreve on X 2025-07-24 04:58:07 UTC 22.6K followers, 4528 engagements
"MediaTek Industry Note: European institutional investors point out that MediaTek views cloud ASICs as a mid-to-long-term growth driver and is actively expanding its collaborations with key clients. According to their report MediaTek is highly likely to cooperate with Meta on the development of the next-generation MTIA v4 ASIC with mass production expected in 2028 and adoption of TSMC (2330) 2nm process. Previous versions MTIA v1/v2/v3 were all designed by Broadcom. Compared to Google's TPU the MTIA project requires more front-end design services and relies on SerDes IP technology support. If" @Jukanlosreve on X 2025-07-13 13:18:17 UTC 22.5K followers, 5080 engagements
"GB200 NVL72 Shipment Status: 1500 units were shipped in April alone compared to 1000 units shipped during the entire first quarter. Shipment breakdown: Foxconn (Hon Hai) received 1000 units Quanta 300400 units and Wistron 100150 units" @Jukanlosreve on X 2025-05-09 00:21:04 UTC 22.6K followers, 11.2K engagements
"Report: Hon Hai GB300 Servers Expected to Ship in H2 Hon Hai Technology Group held a corporate theme seminar from June 23rd to 25th releasing its outlook and plans for the second half of the year regarding business conditions AI servers and electric vehicles. AI servers are a significant growth driver for Hon Hai this year. According to institutional investors Hon Hais GB200 server rack shipments have gradually increased month-on-month since April-May while the GB300 is currently undergoing testing and is expected to ship in the second half of the year. Concurrently Hon Hai has also been" @Jukanlosreve on X 2025-06-25 04:43:02 UTC 22.6K followers, 3301 engagements
""The Samsung version of the Snapdragon X Elite X has not been canceled. Because the set chip () is quite a bit cheaper some manufacturers are still watching the situation. Do you trust Samsungs 2nm process"" @Jukanlosreve on X 2025-07-23 04:24:02 UTC 22.6K followers, 5780 engagements
"Thread of Morgan Stanley's tables on China-made semiconductor equipment outlook /1" @Jukanlosreve on X 2025-07-19 06:54:32 UTC 22.6K followers, 6823 engagements
"Semiconductor Test: AI Drives Market Expansion Teradyne and Advantest's Competition Landscape Becomes More Segmented JPM (S. Chatterjee 23/06/25) Rapid growth in AI-related test demand is expanding the semiconductor test market. Although the industry remains a duopoly differences in equipment capabilities and customer structures within segmented markets are reshaping the competitive landscape. AI Compute Testing Becomes Core Driver Teradyne and Advantest Focus on Different Directions Advantest has a presence in both GPU and custom ASIC testing while Teradyne focuses on custom ASICs. As" @Jukanlosreve on X 2025-06-25 15:24:58 UTC 22.6K followers, 3110 engagements
"Optical Modules: CPO to Reshape AI Data Center Network Architecture Supply Chain to See Value Restructuring Opportunities UBS (S. Lin 2025/07/22) UBS believes that Co-Packaged Optics (CPO) will gradually achieve large-scale commercialization between 2027 and 2030 becoming a key technology to support high bandwidth and low power consumption in AI servers. This will drive rapid growth in the optical module and silicon photonics industries reshaping the industrial landscape from wafer foundry to packaging optical components and server ODMs. CPO Expected to Ramp Up with 3.2T Switches from 2027" @Jukanlosreve on X 2025-07-24 01:49:35 UTC 22.6K followers, 2353 engagements
"Nvidia: Resumption of Shipments to China Expected to Bring Structural Revenue Upside but Short-term Supply and Licensing Processes Remain Uncertain Morgan Stanley (J. Moore 25/07/16) Morgan Stanley noted that the U.S. government is expected to issue licenses to Nvidia to resume exports of H20 and RTX PRO GPU products to the Chinese market. Although this change still faces short-term supply and process obstacles it is generally a significant positive for Nvidia's stock especially considering that China AI revenue was set at a zero baseline in previous financial reports. U.S. Government Plans" @Jukanlosreve on X 2025-07-16 20:56:57 UTC 22.5K followers, 4766 engagements
"Is a $X Trillion Market Cap Justified for NVIDIA WallstCN In July 2025 history was rewritten. NVIDIA the company founded by a man with a penchant for leather jackets saw its market value skyrocket past the $X trillion ceiling leaving a host of traditional giants in its dust to become the absolute core of the global capital markets. In an instant applause gasps bubble theories and doubts intertwined. Media headlines were dominated by Jensen Huang's quotes the staggering wealth effect and the grand narrative of AI devouring everything. But for every decision-maker in the midst of this" @Jukanlosreve on X 2025-07-12 00:40:51 UTC 22.5K followers, 12.3K engagements
"SK Hynix Downgraded to Neutral (Goldman Sachs) - Investment opinion has been downgraded from Buy to Neutral with a target price of KRW 310000 representing approximately X% upside potential from the current stock price. - The long-term growth potential of the HBM market itself is positive but from 2026 onwards oversupply and intensified competition are expected to exert downward pressure on prices. - It is highly probable that HBM prices will record their first decline in 2026. Customer bargaining power is strengthening and SK Hynix with its high proportion of GPU-bound HBM is vulnerable to" @Jukanlosreve on X 2025-07-17 00:42:44 UTC 22.5K followers, 8008 engagements
"The Korean industry's assessment of Advantest is as follows: "Advantest is developing a variety of testers beyond burn-in including high-speed testers that verify HBM data transfer rates. However its response to individual equipment needs is considered slow which is why there's a view that this leaves a gap for domestic (Korean) companies to enter the market."" @Jukanlosreve on X 2025-05-10 10:33:26 UTC 22.6K followers, 1363 engagements
"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in 2026 Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in 2026 driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in 2026 According to" @Jukanlosreve on X 2025-07-03 22:42:03 UTC 22.5K followers, 19.9K engagements
"Nvidia and ASIC dual engines accelerate CSP data center deployments The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025 coupled with strong shipments of ASIC servers signaling that US-based cloud service providers (CSPs) are poised to deliver impressive cloud performance. According to the supply chain despite tariff-related adjustments clients have been actively stocking up and current orders show no signs of easing. This indicates that the AI boom will continue heating up throughout the second half of 2025. Cloud demand remains robust despite AWS" @Jukanlosreve on X 2025-07-22 07:10:56 UTC 22.6K followers, 5590 engagements
"Nvidia AI chips worth $1bn smuggled to China after Trump export controls- FT" @Jukanlosreve on X 2025-07-24 11:31:50 UTC 22.6K followers, 7115 engagements
"Report: GB300 production underway: Nvidia's strategic shift brings relief to ODMs Nvidia has begun limited production of its next-generation AI server platform the GB300 with volume shipments expected to ramp up starting in September 2025 according to sources in the supply chain. Industry insiders expect a smooth production trajectory into the second half of the year thanks to a strategic shift that's easing the burden on manufacturers. In a key move Nvidia has chosen to reuse the motherboard design from its current GB200 platformknown as the Bianca boardfor the GB300. This reuse has" @Jukanlosreve on X 2025-07-18 05:05:40 UTC 22.5K followers, 14.9K engagements
"Recent Trends and Future Outlook in the AI Server Sector By WT NVIDIAs GB200 NVL72 shipments are ramping steadily. Shipments reached around 0.5K cabinets in Q1 2025. WT forecasts Q2Q4 shipments of 4.0K 8.1K and 11.3K cabinets respectively totaling about 24K units for 2025 aligning with market expectations of 2126K. WT's research indicates ODM shipments are stabilizing but CSP design revisions have hindered rapid volume increases. Currently only Corewave OpenAI and Oracle are receiving shipments smoothly. Thanks to accumulated experience 3231 Wistron has significantly better quality in sub-L10" @Jukanlosreve on X 2025-07-07 01:08:53 UTC 22.6K followers, 32.1K engagements
"SK Hynix 2Q25 Preliminary Earnings Announcement Revenue: KRW XXXX trillion (QoQ +26.0%) Operating Profit: KRW XXX trillion (QoQ +23.8%) Operating Profit Consensus (1M): KRW XXX trillion" @Jukanlosreve on X 2025-07-23 23:13:28 UTC 22.6K followers, 2752 engagements
"SK Hynix 2Q25 Earnings Call Key Q&A (6) XX. Will next-generation DRAM technology also be efficient for HBM DRAM Die production - Traditionally the technologies pursued by memory companies have been reaching their limits in terms of performance and capacity. SK Hynix is primarily considering a transition to a Vertical Gate Platform and 3D technology based on groundbreaking changes in structure and materials below 10nm. - The Vertical Platform is a next-generation technology that significantly improves area efficiency and power efficiency by vertically stacking gates. 3D DRAM is a technology" @Jukanlosreve on X 2025-07-24 00:59:29 UTC 22.6K followers, 2413 engagements
"Chinese Media: Tesla Halts Humanoid Production Modifies Design Chinese media outlets report that Tesla has halted humanoid production and is modifying its design. Information from the Chinese supply chain indicates that Tesla is intensively adjusting the software and hardware technical details of its humanoid robot Optimus and has ceased purchasing Optimus components since mid-June. Two supplier contacts stated that Tesla did not explicitly say it would reduce robot component orders. However they mentioned that new mass production plans and purchasing can only resume after the Optimus design" @Jukanlosreve on X 2025-07-02 11:18:05 UTC 22.6K followers, 100.8K engagements
"The Information's report on NVIDIA H20 According to a report from The Information NVIDIA has informed its Chinese customers that while the ban on exporting H20 chips to China is about to be lifted the supply of H20 chips will be limited and there are no current plans to resume production. This implies that shipments will continue only until existing inventory is depleted suggesting that supply chain issues could prevent NVIDIA from fully capitalizing on its opportunity to re-enter the Chinese market in the short term. Background of Supply Chain Issues Two sources cited by The Information" @Jukanlosreve on X 2025-07-19 23:36:59 UTC 22.5K followers, 18.7K engagements
"BESI 2Q Earnings Guidance and Order Consensus Below Expectations However in the commentary: "We expect a significant increase in hybrid bonding system orders for both logic and memory (HBM4) in the second half of 2025."" @Jukanlosreve on X 2025-07-24 06:04:13 UTC 22.6K followers, 2835 engagements
"Report: Samsung Electronics Focusing on Substance over Speed in Its 2nm Process Preparing for a XX Year Long-Term Competition with TSMC Samsung Electronics 2nm process set to launch in the second half of this year is reportedly behind TSMC in yield but is steadily identifying areas for improvement. While large customers such as Apple AMD and NVIDIA are flocking to TSMC Samsung Electronics plans to leverage improved yields and costeffectiveness by next year to prepare for a long game. Internally Samsung expects demand for the 2nm node to persist for at least three years and in order to avoid" @Jukanlosreve on X 2025-07-21 23:28:27 UTC 22.6K followers, 3158 engagements
"APPLE APPROVES BOES DISPLAY PANEL MASS PRODUCTION QUALIFICATION FOR IPHONE XX PRO SERIES LIMITED TO CHINA DOMESTIC MARKET DISPLAY MODULE MASS PRODUCTION QUALIFICATION ALSO EXPECTED TO BE APPROVED IN JULY" @Jukanlosreve on X 2025-07-09 23:55:33 UTC 22.6K followers, 12.7K engagements
"Morgan Stanley: Nvidia GB200 NVL72 server rack shipments in Q3 are expected to increase by more than XX% QoQ to 10000-11000 units. Among related Taiwanese companies Foxconn (Hon Hai) Wistron and Quanta were given an 'Outperform' rating. GB200 server rack shipments are estimated to have increased to approximately 2000-2500 units in May and approximately 2500 units in June with total Q2 shipments reaching approximately 6000 units" @Jukanlosreve on X 2025-07-10 04:34:44 UTC 22.6K followers, 9061 engagements
"Wang Minjie a principal applied scientist at AWS Amazon Cloud Technology Shanghai AI Research Institute announced on WeChat that AWS's Shanghai AI Research Institute has officially been disbanded. I'm curious what innovations these Chinese talents who were part of AWS will create. Won't they create another DeepSeek" @Jukanlosreve on X 2025-07-23 11:47:07 UTC 22.6K followers, 4054 engagements
"Report: Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026 supply chain sources say citing a combination of delays in Microsoft's operating system roadmap ongoing chip revisions at Nvidia and weakening demand in the overall notebook market. The two companies originally aimed to launch the platform codenamed N1X in the third quarter of 2025 targeting both the premium consumer and commercial sectors. However the anticipated unveiling" @Jukanlosreve on X 2025-07-21 23:42:41 UTC 22.6K followers, 9479 engagements
"Citi) Arista Networks (ANET.N) Weakness Presents a Buying Opportunity; Ethernet TAM Expanding In its Q1 earnings report last night NVIDIA (NVDA) revealed that its Spectrum-X revenue has reached an annualized run rate of $X billion and that it has added Google Cloud and Meta as new Spectrum-X cloud customers. These two announcements have raised concerns that Arista and other players may be losing share in the Ethernet-based AI backend switch market. However we continue to believe that the total addressable market (TAM) for Ethernet AI backend switching is rapidly expanding and we have noted" @Jukanlosreve on X 2025-05-30 13:21:38 UTC 22.6K followers, 3972 engagements
"North American Quarterly Earnings Outlook: AI Momentum Remains Strong But Inventory and Durability Spark Debate Morgan Stanley (J. Moore 25/07/14) Morgan Stanley believes that AI supply and demand remain strong but other sectors are affected by inventory replenishment and trade uncertainty. Some company managements are adopting a more conservative stance and while market sentiment is strengthening it still shows skepticism. AI Remains Core Growth Driver NVDA ALAB MRVL Expected to Show Strong Performance Morgan Stanley emphasizes that AI investment remains the primary driving factor optimistic" @Jukanlosreve on X 2025-07-15 11:33:53 UTC 22.5K followers, 2469 engagements
"Report: Vertical and Planar TwoTrack Approach Samsung Electronics NextGeneration DRAM Development Strategy Revealed Samsung Electronics plans to introduce the X nmclass DRAM currently under development for commercialization within three years with a 4F DRAM cell structurechanging the DRAM layout from planar to verticalwhile simultaneously advancing development of the existing planar 6Fstructured X nmclass DRAM. Moving to a vertical DRAM structure raises design complexity and requires significant changes in the manufacturing process driving up production costs; this twotrack strategy is" @Jukanlosreve on X 2025-07-21 23:30:34 UTC 22.6K followers, 2976 engagements
"Indian Media: Foxconn's AirPods Production in India Affected by Rare Earth Shortage Due to Mainland China's Controls The Economic Times (ET) of India citing sources reported that Hon Teng Precision a subsidiary of Hon Hai Technology Group has been affected by a shortage of dysprosium at its plant in Telangana India due to tightened export controls on rare earth metals by mainland China impacting the production of Apple AirPods. According to the report Hon Teng emphasized that its production line has not been disrupted. This factory began producing AirPods in India in April last year as part" @Jukanlosreve on X 2025-07-22 07:31:01 UTC 22.6K followers, 7003 engagements
"Hanmi Semiconductor - LS Securities (July XX 2025) 2Q25 Preview Hanmi Semiconductor's 2Q25 consolidated results are projected to be XXX billion KRW in revenue (+20% QoQ +43% YoY) and XX billion KRW in operating profit (+22% QoQ +53% YoY OPM 48.0%). These figures represent a downward adjustment of XX% for revenue and XX% for operating profit compared to previous estimates. The primary reason for this adjustment is the rescheduling of TC bonder deliveries to a major domestic client. This delay has affected not only Hanmi Semiconductor but also its competitors. For 2Q25 the regional breakdown" @Jukanlosreve on X 2025-07-14 01:41:15 UTC 22.5K followers, 11.8K engagements
"Customer Breakdown by GPU Model for China Bernstein" @Jukanlosreve on X 2025-07-21 16:36:49 UTC 22.6K followers, 14.6K engagements
"BofA Global Technology Conference NVIDIA (June X 2025) Speaker: Ian Buck VP of Accelerated Computing at NVIDIA X. The Inference Boom and DeepSeek DeepSeek-R1 is the first open-source inference-specialized model with both its training and optimization processes fully disclosed. It sets a new standard for reasoning models: capable of thinking through questions and double-verifying answers before output. Result: 13x increase in token generation triggering an explosion in inference demand massive surge in GPU demand and AI infrastructure profitability. DeepSeek achieves higher accuracy than many" @Jukanlosreve on X 2025-06-05 05:16:19 UTC 22.5K followers, 8852 engagements
"Samsung plans to supply HBM4 12-high samples to customers such as NVIDIA and AMD within this month" @Jukanlosreve on X 2025-07-21 06:49:54 UTC 22.5K followers, 6460 engagements
"Jensen Huang: The U.S. has approved the sale of the H20" @Jukanlosreve on X 2025-07-15 04:14:37 UTC 22.5K followers, 30.2K engagements
"250718_2Q25 TSMC Comment (1) Goldman Sachs - TSMC stated that there were no signs of softening demand from AI customers delivering a positive earnings announcement. - Consequently the N2 revenue contribution is expected to be much larger than N3 during its initial ramp-up phase especially in the first two years indicating future strength in the HPC segment. - N5/N3 wafer revenue estimates were upgraded and the 2026 5nm/CoWoS ASP growth rates were raised from +3%/+5% to +7%/+8% respectively. - For 2026 GPM the forecast was raised by +380BP from the previous XXXX% to 57.9%. Ultimately TP was" @Jukanlosreve on X 2025-07-17 22:31:27 UTC 22.6K followers, 2722 engagements
"Samsung's HBM4 1c DRAM wafer yield improved to approximately XX% based on cold tests and 50-60% based on hot tests" @Jukanlosreve on X 2025-07-22 23:32:35 UTC 22.6K followers, 3219 engagements
"TSMC - JP Morgan TSMC's Q2 2025 earnings announcement showed profitability and operating profit margins exceeding market expectations. The company's performance was robust particularly due to high margins and non-operating income despite foreign exchange headwinds. The Q3 2025 guidance was set at approximately an X% increase quarter-over-quarter which is higher than our firm's estimated X% increase. This performance improvement was primarily driven by seasonal demand from smartphones while the HPC segment is expected to remain flat after a surge in the first half of the year. The gross margin" @Jukanlosreve on X 2025-07-17 12:50:48 UTC 22.5K followers, 3462 engagements
"JPM Tech Sales: SK Hynix 2Q25 Earnings Preview 2Q25 Earnings Estimates Operating Profit (OP): JP Morgan estimates KRW X trillion. Current sell-side consensus is around KRW 9.2-9.3 trillion and the results are expected to converge within this range. 2Q JPMe Gross Margin (GM): XX% 3Q25 Guidance Estimates 3Q DRAM Bit Growth Average Selling Price (ASP) HBM Proportion: JP Morgan anticipates DRAM bit growth of +8% QoQ and +25% YoY. DRAM ASP is projected to increase by +2% QoQ and +12% YoY. HBM revenue proportion is forecasted to be 44%. 2025 Annual Capital Expenditure (CAPEX) Estimates CAPEX: JP" @Jukanlosreve on X 2025-07-23 06:06:25 UTC 22.6K followers, 3089 engagements
"Morgan Stanley: AI Spending Shortfall Creates Over $XXX Trillion in Debt Demand Morgan Stanley predicts that total global data center spending will reach approximately $XXX trillion by 2028. Of this about $XXX trillion will be allocated to hardware (such as chips and servers) with the remaining $XXX trillion for data center infrastructure construction including real estate construction costs and maintenance. On an annual basis Morgan Stanley projects that data center-related investment demand will exceed $XXX billion in 2028. For context the total capital expenditure of all S&P XXX companies" @Jukanlosreve on X 2025-07-21 07:10:32 UTC 22.6K followers, 7999 engagements
"Delta Electronics: Increasing Market Share in AI Server Power and Liquid Cooling Clear Upside for Performance and Valuation JPM (G. Hariharan 2025/07/20) JPM states that Delta Electronics continues to strengthen its leading position in AI server power supplies and liquid cooling systems. Benefiting from the multi-fold expansion of the AI server market the company has clear growth and valuation catalysts for the next two years. AI Servers Drive Revenue Mix Optimization Multiple Catalysts in the Next Two Years Although 2Q revenue was lower than expected due to exchange rates and production line" @Jukanlosreve on X 2025-07-24 01:55:30 UTC 22.6K followers, 5630 engagements
"Europe GenAI: Enabling Industry Opportunities in Europe with the Rise of Agentic AI Morgan Stanley (A. Wood 2025/07/21) Morgan Stanley believes that as AI evolves into the Agentic phase Europe will play an AI enabler role in key industries such as capital goods semiconductors and software driving value transfer and addressing structural labor challenges. Europe GenAI Market Space Could Reach $160-195 Billion Based on its global AI framework estimates Morgan Stanley projects that the global GenAI market will reach $XXX trillion by 2028. Of this the European market could reach $160-195 billion" @Jukanlosreve on X 2025-07-24 01:51:33 UTC 22.6K followers, 2147 engagements
"Taiwans Hon Hai (Foxconn) Q2 revenue increased by XXXX% YoY June revenue: TWD XXXXX billion up XXXXX% YoY Q2 total revenue: TWD XXX trillion up XXXXX% YoY" @Jukanlosreve on X 2025-07-05 08:01:55 UTC 22.5K followers, 18.7K engagements
"Trump allegedly opened a backdoor for NVIDIA to sell a new downgraded AI chip called the B30 to China. Major Chinese tech giants like ByteDance Alibaba and Tencent have already placed orders. The B30 chip is based on the latest Blackwell architecture but deliberately avoids using high-bandwidth memory (HBM) and TSMCs (2330) advanced packaging technology. The bulk of the B30 orders reportedly went to Gigabyte (2376) which is expected to raise its financial guidance during its upcoming earnings call. Gigabytes May revenue is said to have more than doubled year-on-year" @Jukanlosreve on X 2025-06-04 05:33:29 UTC 22.5K followers, 38.7K engagements
"JP Morgan: HBM Market - Robust Supply and Demand until 2027 Bit Demand Expected to Accelerate X. HBM Supply & Demand Update: Moderate supply tightness expected to continue until 2027 - HBM supply shortages are expected to persist this year: The oversupply will ease somewhat in 2026-27 resulting in approximately 1-2 weeks of HBM inventory across the channel which is a very robust level. Meanwhile the strong increase in bit demand driven by NVIDIA Rubin GPU is a factor tightening supply and demand. In particular the lower usable ratio compared to high production also has an impact. - HBM" @Jukanlosreve on X 2025-07-11 07:30:34 UTC 22.5K followers, 25.8K engagements
"China AI: H20 Export Resumption Sends Positive Signal to China-US AI Industrial Chain Morgan Stanley (C. Chan 2025/07/20) Morgan Stanley stated that the US's proposed resumption of exports of medium-level AI chips (such as H20) to China is beneficial for China's AI infrastructure investment US semiconductor companies and the Asian supply chain while also creating temporary pressure on domestic Chinese GPUs. H20 Export Approval to Facilitate China's AI Capital Expenditure Realization Morgan Stanley pointed out that if H20 chip shipments resume China's CSPs' AI capital expenditure which could" @Jukanlosreve on X 2025-07-24 01:44:50 UTC 22.6K followers, 15K engagements
"TSMC: The 2nm process is scheduled to enter mass production as planned in the second half of this year. According to industry sources demand from primary customers like Apple AMD and Intel is very strong and with Qualcomm MediaTek and NVIDIA also planning to successively adopt the 2nm process TSMC's 2nm supply is facing severe shortages. In response TSMC plans to significantly expand its 2nm production capacity. Specifically it plans to increase 2nm production capacity from approximately 40000 wafers per month by the end of this year to 100000 wafers per month next year (a 1.5x increase) and" @Jukanlosreve on X 2025-07-20 23:09:48 UTC 22.6K followers, 10.9K engagements
"Demand for TSMC 2nm/3nm node (Morgan Stanley)" @Jukanlosreve on X 2025-07-14 22:58:02 UTC 22.6K followers, 34.6K engagements
"Foxconn: Starting in July the company will begin to adopt the design for Vera Rubin NVIDIA's next-generation flagship AI server platform. According to supply chain sources based on Foxconn's shipment schedule GB200 shipments are expected to be completed by the end of this year. The GB300 has already entered low-volume production and shipment and is projected to become the flagship product in the AI server market in the first half of 2026. Vera Rubin-based products are anticipated to be the main products from the second half of 2026 through 2027. (Source: Taiwan Economic Daily)" @Jukanlosreve on X 2025-07-21 00:40:08 UTC 22.5K followers, 4496 engagements
"GF Securities Memory Sector: Downturn Approaching HBM Pricing Pressured We downgrade the entire memory sector and assign an Underperform rating on Micron (MU US) SK Hynix (000660 KS) and SanDisk (SNDK US). + Sector slowdown and demand weakening intensifying Following a bottom in 1Q23 the memory sector is projected to post XX consecutive quarters of improvement through 3Q25 marking the longest upcycle since 2016. However a downturn is increasingly likely starting from 4Q25. Key reasons include: 1) Risk of a XX% tariff on electronics/semiconductors by the Trump administration 2) Deteriorating" @Jukanlosreve on X 2025-05-12 03:32:25 UTC 22.5K followers, 29.5K engagements