[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 Major tech companies, including OpenAI, NVIDIA, and AMD, are making significant investments and partnerships in AI infrastructure, with OpenAI planning to build AI data centers with a total capacity of 10GW within four years. Samsung and SK Hynix are ramping up their production of high-bandwidth memory (HBM) to meet the growing demand from AI applications, with SK Hynix planning to increase its DRAM wafer input to the 600,000-per-month range. The surge in AI computing demand is expected to drive significant growth in the semiconductor industry, with estimates suggesting an additional XX GW of power capacity will be required globally by 2030. ### Engagements: XXXXXXX [#](/creator/twitter::1836240683268759552/interactions)  - X Week XXXXXXXXX +26% - X Month XXXXXXXXXX +40% - X Months XXXXXXXXXX +213% - X Year XXXXXXXXXX +253,813% ### Mentions: XXX [#](/creator/twitter::1836240683268759552/posts_active)  - X Week XXX -XXXX% - X Month XXX +6.30% - X Months XXXXX +159% - X Year XXXXX +17,361% ### Followers: XXXXXX [#](/creator/twitter::1836240683268759552/followers)  - X Week XXXXXX +4.20% - X Month XXXXXX +21% - X Months XXXXXX +105% - X Year XXXXXX +11,795% ### CreatorRank: XXXXXX [#](/creator/twitter::1836240683268759552/influencer_rank)  ### Social Influence [#](/creator/twitter::1836240683268759552/influence) --- **Social category influence** [technology brands](/list/technology-brands) #5688 [stocks](/list/stocks) #1322 [finance](/list/finance) #1779 [countries](/list/countries) XXX% [currencies](/list/currencies) #509 [travel destinations](/list/travel-destinations) XXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [samsung](/topic/samsung) #325, [dram](/topic/dram) #5, [open ai](/topic/open-ai) #177, [china](/topic/china) #1023, [investment](/topic/investment) #176, [goldman sachs](/topic/goldman-sachs) #24, [morgan stanley](/topic/morgan-stanley) #11, [$nvda](/topic/$nvda) #37, [infrastructure](/topic/infrastructure) #318, [$005930ks](/topic/$005930ks) #2 **Top accounts mentioned or mentioned by** [@folduniverse](/creator/undefined) [@grok](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@futureman1977](/creator/undefined) [@bharata_india](/creator/undefined) [@mooremorrissemi](/creator/undefined) [@zephyr_z9](/creator/undefined) [@otc_bitcoin](/creator/undefined) [@teortaxestex](/creator/undefined) [@mojo_flyin](/creator/undefined) [@zephyrz9](/creator/undefined) [@skhrj0](/creator/undefined) [@analysisop](/creator/undefined) [@unclesam303](/creator/undefined) [@ryanhingshing](/creator/undefined) [@0dongfeng](/creator/undefined) [@chyang888](/creator/undefined) [@compart42](/creator/undefined) [@ryantesling](/creator/undefined) [@alex_intel_](/creator/undefined) **Top assets mentioned** [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Artificial Intelligence (AI4)](/topic/$ai4) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Marvell Technology Inc (MRVL)](/topic/$mrvl) ### Top Social Posts [#](/creator/twitter::1836240683268759552/posts) --- Top posts by engagements in the last XX hours "US sanctions are becoming even more severe. BROADCOMS BYTEDANCE PROJECT HAS BEEN CANCELED" [X Link](https://x.com/Jukanlosreve/status/1895460426852557279) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-02-28T13:05Z 33.7K followers, 100.9K engagements "* SAMSUNG FAILED HBM3E CERTIFICATION IN JUNE NEXT CERTIFICATION EXPECTED IN SEPTEMBER- GF Securities" [X Link](https://x.com/Jukanlosreve/status/1932675087947473379) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-11T05:43Z 33.7K followers, 23.8K engagements "CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards" [X Link](https://x.com/Jukanlosreve/status/1950350273530286174) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-30T00:18Z 34K followers, 5842 engagements "Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026 Unimicron Technology said AI-related products will account for more than XX% of its 2025 revenue and could surpass XX% in 2026. However near-term profitability is under pressure due to a stronger New Taiwan dollar a shortage of low-CTE fiberglass fabric and persistent weakness in consumer electronics. The company expects gross margin to stay soft in the third quarter of 2025 with recovery likely in the second half of 2026. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish" [X Link](https://x.com/Jukanlosreve/status/1951116925674873290) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-01T03:04Z 33.9K followers, 27K engagements "Rumor: King Yuan secured the burn-in test equipment deal with Nvidia beating out Advantest" [X Link](https://x.com/Jukanlosreve/status/1953338821816533001) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-07T06:14Z 33.9K followers, 8633 engagements "250904_Elite Material: Rubin CCL upgrade is in-line with our expectation where EMC should benefit the most; re-iterate Buy - Goldman Sachs (1) According to our recent channel checks Vera Rubins Computing/Switch Tray has been confirmed as follows: Computing Tray: M6/M8.5 CCL + HVLP-4 copper foil Switch Tray: M9-class CCL (2) We maintain our Rubin CCL TAM forecast at $275mn in 2026 and $2bn in 2027. (3) Here EMC is expected to capture 4045% market share of AI GPU CCL TAM. Computing Tray: XX% in M8.5 Switch Tray: XXX% in M9 (4) This figure is even higher than EMCs GB300 market share of XX% AI" [X Link](https://x.com/Jukanlosreve/status/1963410090532491617) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-04T01:13Z 33.8K followers, 13.9K engagements "Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA" [X Link](https://x.com/Jukanlosreve/status/1967810540035768448) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-16T04:39Z 33.7K followers, 30.6K engagements "@lynchxiao6811 There isnt much correlation between assembly at Wistron and HBM verification. And Ive heard that Rubin and HBM4 assembly is already being validated" [X Link](https://x.com/Jukanlosreve/status/1967870382247166245) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-16T08:37Z 33.7K followers, XXX engagements "Micron CEO Denies Rumors of HBM4 Elimination Mass Production to Begin in First Half of Next Year Micron has effectively denied rumors circulating in the Korean securities market that the company had been eliminated from the HBM4 competition. On the earnings conference call held on the 23rd (local time) Sanjay Mehrotra CEO of U.S. memory chipmaker Micron said: Micron plans to transition to HBM4 in 2026 and we can provide industry-leading data processing speeds of XX gigabits per second (Gbps) to meet customer requirements adding that the first shipments will be in the first half of 2026." [X Link](https://x.com/Jukanlosreve/status/1970633506616418332) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-23T23:36Z 33.8K followers, 14.1K engagements "Surrender to Hanmi SK hynixs TC Bonder Supply Chain Diversification Stalls SK hynix is reorganizing its supply chain for TC bonders used in high-bandwidth memory (HBM) but the move is effectively faltering. The company has been pushing to diversify its supply chain away from its long-standing sole vendor model with Hanmi Semiconductor but with its new partner Hanwha Semitek facing questions over technical maturity the company is readjusting its strategy. Investment in TC bonders has also slowed with expected equipment purchases this year likely to shrink to around XX units down from the" [X Link](https://x.com/Jukanlosreve/status/1972974037778530469) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-30T10:37Z 33.9K followers, 12.3K engagements "Is anyone here interested in KLA Theres some huge news. Im in the middle of translating it right now" [X Link](https://x.com/Jukanlosreve/status/1974342060691132920) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-04T05:13Z 33.8K followers, 17.7K engagements "NVIDIAs Taiwan headquarters construction projects T17 and T18 have been suspended due to political controversy and procedural issues. The MOU between NVIDIA and Shin Kong Life Insurance has expired and three possible paths are being discussed: (1) signing a new agreement (2) proceeding with construction first and relocation later or (3) terminating the contract. NVIDIA strongly opposes the build first move later approach insisting that it must directly oversee design and construction to ensure quality control as third-party involvement would make responsibility unclear" [X Link](https://x.com/Jukanlosreve/status/1974744650138460213) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-05T07:53Z 33.9K followers, 28.3K engagements "Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of" [X Link](https://x.com/Jukanlosreve/status/1975058847632069087) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-06T04:41Z 34K followers, 7665 engagements "Micron: Rating Upgraded from Equal-weight Overweight Price Target Raised from $XXX $XXX (Morgan Stanley) DRAM and NAND prices are improving faster than expected with buyers increasing inventories amid concerns over supply shortages through CY26. Concerns over HBM are easing and the strength in the DRAM market is positively influencing HBM3e price negotiations. There is a high likelihood of continued EPS upward revisions over the coming quarters. While the current valuation appears stretched Morgan Stanley is betting on short-term upside given the strong industry sentiment and confidence in" [X Link](https://x.com/Jukanlosreve/status/1975343583558574106) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-06T23:33Z 33.7K followers, 50K engagements "AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner" [X Link](https://x.com/Jukanlosreve/status/1975452415718830084) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-07T06:45Z 33.9K followers, 62.1K engagements "Due to shortages in legacy memory supply Korean and U.S. DRAM manufacturers have decided to suspend new price quotations for enterprise customers for one week. According to supply chain sources DRAM prices in the fourth quarter are expected to rise by more than XX% with some specifications likely to exceed a XX% increase further accelerating the simultaneous price surge of DDR3. Veteran analysts in the memory industry note that this rally is not limited to specific specifications but rather a broad-based shortage that has triggered an overall price adjustment. Starting in the fourth quarter" [X Link](https://x.com/Jukanlosreve/status/1975765955763708153) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T03:31Z 33.7K followers, 12K engagements "(Rumor) ABF price hike expected at the end of this month Kinsus / Nandem (Nan Ya PCB) Special-spec ABF products will see a XX% price increase while other categories will rise by 1020%. The companies expect supply shortages to continue until the first half of 2027 and the upcoming price hike will be implemented in one go. Currently all ABF production capacity at Nandems four factories has been fully reserved by NVIDIA meaning there is no available capacity left until the new plant is completed by the end of next year. As a result the market is expected to enter a price hike and supply shortage" [X Link](https://x.com/Jukanlosreve/status/1975796782488801763) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T05:33Z 33.9K followers, 9078 engagements "BofA: Global data center capital expenditures are expected to expand at an impressive compound annual growth rate (CAGR) of XX% from 2024 to 2028 ultimately forming a massive market exceeding $XXX billion by 2028. $NVDA $AVGO $AMD $TSM" [X Link](https://x.com/Jukanlosreve/status/1975829708739924317) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T07:44Z 33.7K followers, 20.8K engagements "Just in: MediaTeks TPU v7e reportedly taped out and delivered UBS" [X Link](https://x.com/Jukanlosreve/status/1976108216904974764) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T02:11Z 33.7K followers, 24.6K engagements "Morgan Stanley: The Market Is Underestimating a Potential Major AI Tailwind in 2026 A Great Leap in AI Capability Driven by Compute Power Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. The report suggests that the exponential increase in computing power could trigger a nonlinear leap in AI model capability. According to analysts including Stephen C. Byrd multiple U.S. large language model (LLM) developers plan to increase compute for training frontier models by" [X Link](https://x.com/Jukanlosreve/status/1976178177467953616) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T06:49Z 34K followers, 45.5K engagements "@zephyr_z9 What if my WeChat and Weibo accounts get suspended Oh my god Id be really sad if I couldnt enter China" [X Link](https://x.com/Jukanlosreve/status/1976222831827648581) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T09:46Z 33.7K followers, 2174 engagements "We could foresee in the near future hundreds of millions of smart glasses interconnected with each other and with the people who wear them creating huge communities. Is that so Even if that happens I dont see Meta leading the smart glasses market" [X Link](https://x.com/Jukanlosreve/status/1976237667059892553) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T10:45Z 33.7K followers, 13K engagements "Cantor Fitzgerald) NVIDIA: Raises Target Price to $XXX Amid Accelerating AI Infrastructure Growth Last week we hosted an investor meeting in New York with NVIDIAs senior management including CEO Jensen Huang CFO Colette Kress IR head Toshiya Hari and other executives. Compared to a year ago much has changedexponentially. As expected Jensen Huang was highly optimistic and with good reason. We are still in the early innings of a multi-trillion-dollar AI infrastructure build-out. Even just among hyperscalers we see substantial visibility into hundreds of billions of dollars of demand over the" [X Link](https://x.com/Jukanlosreve/status/1976242882341425580) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T11:06Z 33.7K followers, 60K engagements "U.S. data center capacity is growing rapidly and is expected to reach 4650 GW by the end of Q4 2025 (OctoberDecember) according to Goldman Sachs" [X Link](https://x.com/Jukanlosreve/status/1976269054714470620) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T12:50Z 33.9K followers, 17.7K engagements "Goldman Sachs: Key Takeaways from SEMICON West 2025 We attended the SEMICON West conference held in Phoenix Arizona on October XX meeting with various industry players including AMAT TER ENTG and MKSI. Overall we came away from the event with a gradually more positive view on 2026 WFE (Wafer Fab Equipment) growth consistent with our recent WFE outlook update. Below we summarize the key industry insights and company-level highlights. Industry Takeaways X. 2026 WFE Outlook While most companies avoided providing specific figures for their 2026 WFE outlook many indicated expectations for" [X Link](https://x.com/Jukanlosreve/status/1976280758173171771) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T13:37Z 33.8K followers, 35.6K engagements "China launches customs crackdown on Nvidia AI chips- FT" [X Link](https://x.com/Jukanlosreve/status/1976504578406498359) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T04:26Z 33.7K followers, 12.9K engagements "UBSs estimate of 678000 wafers still looks conservative compared to what Ive heard from the supply chain Id say theres still substantial upside left for NVIDIA" [X Link](https://x.com/Jukanlosreve/status/1976536147049513002) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T06:31Z 33.7K followers, 28.1K engagements "UBSs AMD/ASIC chip CoWoS modeling" [X Link](https://x.com/Jukanlosreve/status/1976547472664351078) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T07:16Z 33.7K followers, 13.2K engagements "When everyones cheering I start to feel a bit uneasy. When will this memory supercycle come to an end The current consensus seems to be that supply shortages will persist until around the end of Q2 2026. But what happens after that And when will the market start to price in the risk that this memory cycle is peaking When will investors begin to factor that into valuations" [X Link](https://x.com/Jukanlosreve/status/1976594940978430050) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T10:25Z 33.9K followers, 29K engagements "Korean semiconductor stocks have risen more than XX% since the beginning of the year yet they still trade at lower P/B ratios compared to global memory peers" [X Link](https://x.com/Jukanlosreve/status/1976598517654454591) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T10:39Z 33.7K followers, 13.5K engagements "After a week I finally wrote again. While everyone was celebrating I couldnt shake off a sense of fear. This essay is where I laid that fear bareword by word. I hope it gives you something to think about" [X Link](https://x.com/Jukanlosreve/status/1976886019967664454) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T05:42Z 33.9K followers, 52.7K engagements "Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market" [X Link](https://x.com/Jukanlosreve/status/1977301691839230406) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T09:13Z 33.9K followers, 31K engagements "A very interesting article has come out regarding NVIDIAs request for higher HBM4 speeds. Below is the full translation: NVIDIAs decision to raise the operating speed standard for sixth-generation high-bandwidth memory (HBM4) was the result of Samsung Electronics promotion. A senior executive in charge of HBM development at a global memory-semiconductor firm made this remark saying that Samsung confident it could outperform rivals in HBM4 performance proposed to NVIDIA that the operating speed be set higher than the level specified by the industry standard-setting body JEDEC. Although Samsung" [X Link](https://x.com/Jukanlosreve/status/1977682998842851757) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T10:29Z 33.7K followers, 59.9K engagements "What Samsung makes ASICs" [X Link](https://x.com/Jukanlosreve/status/1977886062484808179) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T23:55Z 34K followers, 45.8K engagements "Wells Fargo) NVIDIA: Meta and Oracle to Use NVIDIA Spectrum-X Ethernet; Concerns About ANET Are Overblown Our View This morning Meta and Oracle announced they will each use NVIDIAs Spectrum-X Ethernet for the Facebook Open Switching System (FBOSS) OS and for giga-scale AI factories respectively. Derivative concerns about ANET (Arista Networks) are excessive we maintain that Arista remains well positioned. Initial Analysis Whats new: This morning NVIDIA announced that Meta will integrate NVIDIAs Spectrum-X switches with the FBOSS (Facebook Open Switching System) on its next-generation" [X Link](https://x.com/Jukanlosreve/status/1978054480487993424) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T11:05Z 33.9K followers, 12.8K engagements "Samsung to Invest $XXX Million in Latest EUV Equipment Samsung Electronics will invest approximately XXX trillion KRW (about $XXX million) by the first half of next year to introduce two units of the latest High-NA (Numerical Aperture) EUV lithography equipment from Dutch supplier ASML. This new system can print circuits XXX times finer than existing models and is considered essential for producing next-generation foundry chips and high-performance DRAM. According to industry sources on October XX Samsung plans to bring in one High-NA EUV machine (model: Twinscan EXE:5200B) by the end of this" [X Link](https://x.com/Jukanlosreve/status/1978384838785986986) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T08:57Z 34K followers, 44K engagements "$NVDA is specifically bought to satisfy customer demand (on the cloud). $GOOGL doesn't use $NVDA GPUs for production use cases on their own products like Gemini. Every first-party service that $GOOGL has is powered by TPUs" [X Link](https://x.com/Jukanlosreve/status/1978808738455732405) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T13:02Z 34K followers, 58.5K engagements "Exclusive Hanwha Semitec Teams Up with Global Equipment Giant Lam Research on Hybrid Bonder Hanwha Semitec an emerging powerhouse in the HBM (High Bandwidth Memory) TC bonder market is reportedly partnering with global etching leader L company to co-develop next-generation hybrid bonders a move expected to send ripples through the market. Given that L has already built supply chain relationships with semiconductor manufacturers worldwide the formal launch next year could secure Hanwha Semitec a powerful global sales channel. According to industry sources on the 17th Hanwha Semitec has been" [X Link](https://x.com/Jukanlosreve/status/1968187731365986501) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-17T05:38Z 34K followers, 4401 engagements "Fuck its not too late to buy SanDisk and Kioxia yet right I should buy them now" [X Link](https://x.com/Jukanlosreve/status/1972905654890471697) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-30T06:05Z 34K followers, 58.3K engagements "Doosan Likely to Acquire SK Siltron Doosan Group has emerged as the leading candidate to acquire SK Siltron the worlds third-largest semiconductor wafer manufacturer. Doosan is in exclusive talks with SK Group regarding the acquisition and if the groups top management grants approval after the Chuseok holiday the company plans to proceed with detailed due diligence and aims to sign a share purchase agreement (SPA) by year-end. Both sides are valuing SK Siltron at the high-4 trillion KRW level which is about X times last years EBITDA of XXX billion KRW. Doosan became the sole candidate after" [X Link](https://x.com/Jukanlosreve/status/1973302074390786169) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-01T08:20Z 34K followers, 9397 engagements "@piecesofal_ Still Im reluctant to invest in companies that are losing money" [X Link](https://x.com/Jukanlosreve/status/1977305963150602534) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T09:30Z 34K followers, XXX engagements "The founder and CEO of HoYoverse Liu Wei came to Korea today for a HoYoverse event I couldnt attend the event myself but Im really happy that Liu Wei visited Korea" [X Link](https://x.com/Jukanlosreve/status/1977322252342571322) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T10:35Z 34K followers, 8736 engagements "Global Data Center Supply-Demand Trend The global data center supply adequacy ratio is expected to be around XX% in 2025 and remain at a similar level in 2026. In other words the global data center market will remain tight through 2026 with supply unable to fully meet demand. The situation is expected to gradually ease from 2027 reaching around XX% by 2030 which still represents a relatively high level. This indicates sustained mid- to long-term demand momentum for EPC contractors power equipment suppliers and cooling infrastructure providers" [X Link](https://x.com/Jukanlosreve/status/1977934910901071882) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T03:10Z 34K followers, 19.9K engagements "@CDemerjian I really didnt mean to cause you any harm I only shared it because I wanted to help everyone. I sincerely apologize" [X Link](https://x.com/Jukanlosreve/status/1979344689619964243) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T00:32Z 34K followers, XXX engagements "I believe that China will continue to own the weapon that is rare earth elements. Rare earth ores naturally contain numerous impurities and accompanying minerals and to separate them processes such as strong acid leaching solvent extraction precipitation dissolution and neutralization are required. During these processes the soil becomes salinized freshwater is contaminated radiation exposure occurs ecosystems are damaged and workers at refining facilities often suffer from respiratory problems. In short it causes immense harm to the surrounding environment and shortens the lifespan of those" [X Link](https://x.com/Jukanlosreve/status/1977246848256819254) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T05:35Z 34.1K followers, 83.2K engagements "251022_SK Hynix: Opening Another Upside Catalyst Watch - CITI Key Takeaways (1) FY26(F) operating profit estimate revised upward from 64.1T 81.5T vs. 55.0T consensus Target price raised from 480000 640000 applying FY26(F) P/B 2.8x target (2) 4Q25(F) operating profit estimate revised upward from 12.2T 15.0T vs. 12.5T consensus (3) The revision reflects: X. a surge in tokenized data generated by AI Agents X. worsening supply shortage in legacy products and X. rapidly rising AI inference memory demand in China. Contents (1) We expect AI inference memory demand to surge not only in the U.S. but" [X Link](https://x.com/Jukanlosreve/status/1980414975652118795) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T23:24Z 34.1K followers, 5264 engagements "Jeff Pu of GF Securities made a rather bold claim today. X. Nvidia is still negotiating the price of HBM3e-12Hi with suppliers trying to secure a double-digit year-over-year price reduction. X. Samsung remains an unfavorable factor with its HBM3e-12Hi certification time being August 15th. In addition Samsung's HBM4 adopts the 1c node improving power efficiency and architectural updates. Compared with Micron and SK Hynix which are still at the X beta node Samsung may have stronger product competitiveness in early 2026" [X Link](https://x.com/Jukanlosreve/status/1948216023582392452) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-24T02:57Z 34K followers, 4152 engagements "Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)" [X Link](https://x.com/Jukanlosreve/status/1966427611992867043) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-12T09:04Z 34K followers, 13.4K engagements "- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3" [X Link](https://x.com/Jukanlosreve/status/1969946959780938237) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-22T02:08Z 34K followers, 59.2K engagements "The increasing adoption of hybrid bonding is also worth noting. Thats the reason Im bullish on BESI" [X Link](https://x.com/Jukanlosreve/status/1970330663015547159) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-23T03:33Z 34K followers, 13.5K engagements "Glass Substrates SK and Samsung Will Lead the Market Kim Jong-bae a researcher at Hyundai Motor Securities said The current glass substrate market is led by SKC Absolics and Samsung. At the seminar Core Technologies of High-Bandwidth Memory (HBM) Semiconductor Packaging Processes in the AI Era Bonding Thermal Management and Glass Substrates held at the FKI Tower Conference Center in Yeouido Seoul on the 30th Kim stated In the substrate market Taiwan and Japan are ahead but in semiconductor packaging glass substrates our country is currently the most proactive and advanced. He emphasized There" [X Link](https://x.com/Jukanlosreve/status/1972930769552371781) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-30T07:45Z 34K followers, 20.9K engagements "Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is" [X Link](https://x.com/Jukanlosreve/status/1973640639263941036) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-02T06:46Z 34K followers, 23.8K engagements "Why We Changed Our View X. Revising Our Underestimation of the DRAM Cycle (1) Previous View Morgan Stanley previously believed that the DRAM price rebound through summer 2025 was merely temporary and not a sign of structural strength given weak demand across PCs mobile and servers. Accordingly we maintained a cautiously neutral (Equal-weight) stance on Micron expecting only a limited recovery in industry conditions. (2) What Changed We now observe double-digit QoQ DRAM price increases occurring without meaningful demand recovery driven purely by supply tightness. This suggests a structural" [X Link](https://x.com/Jukanlosreve/status/1975344183482458216) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-06T23:35Z 34K followers, 61.3K engagements "@zephyr_z9 I dont know the details either. But wouldnt lifting the separation between industrial and financial capital increase the risks" [X Link](https://x.com/Jukanlosreve/status/1976911114371055756) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T07:21Z 34K followers, 5551 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" [X Link](https://x.com/Jukanlosreve/status/1904019260860682337) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-24T03:55Z 34K followers, 113.7K 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" [X Link](https://x.com/Jukanlosreve/status/1921770409927549247) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-05-12T03:32Z 34.1K followers, 29.8K 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" [X Link](https://x.com/Jukanlosreve/status/1929684382824255612) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-02T23:39Z 34K followers, 29.7K engagements "META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()" [X Link](https://x.com/Jukanlosreve/status/1935102049299079335) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-17T22:27Z 34K followers, 11.4K 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" [X Link](https://x.com/Jukanlosreve/status/1940903893556514936) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-07-03T22:42Z 34K followers, 20.7K engagements "Is Japan the biggest victim of these semiconductor tariffs X. Renesas Electronics - Type: IDM (Design + Manufacturing) - Main Products: Microcontrollers (MCU) automotive semiconductors industrial chips - US Factory: X (None production is mostly in Japan/Europe) X. Kioxia - Type: Memory Specialist (NAND Flash) - Competes with: Samsung Micron SK hynix - US Factory: X (None centered on factories in Japan / Cooperates with Western Digital) X. Rapidus - Type: Next-generation foundry development company - Goal: Develop sub-2nm foundry (in cooperation with IBM) - US Factory: X (Cooperating with IBM" [X Link](https://x.com/Jukanlosreve/status/1953264500691616136) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-07T01:18Z 34K followers, 17.5K engagements "According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL" [X Link](https://x.com/Jukanlosreve/status/1955844621705339196) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-14T04:11Z 34K followers, 42.4K engagements ""Most of the design nowadays we have this resource capability so we do most of those ourselves." Very interesting. I also mentioned before that AWS has taken over a significant portion of the work previously handled by Alchip and Marvell" [X Link](https://x.com/Jukanlosreve/status/1964605776242364883) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-07T08:24Z 34K followers, 10.6K engagements "Barclays projected that the collaboration with Meta could bring EssilorLuxottica up to X billion by 2030. Analysts also see room for total annual smart glasses shipments to rise to XX million units by 2035. But if smart glasses are supposed to partially replace smartphones shouldnt that number be much higher than XX million" [X Link](https://x.com/Jukanlosreve/status/1976238774918201817) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T10:50Z 34K followers, 14.5K engagements "SoftBank in Talks for $X Billion Margin Loan Backed by Arm Stock SoftBank Group is in discussions with several global banks to borrow $X billion to strengthen its capital reserves. At the same time Masayoshi Son is accelerating the Japanese investment groups push into the artificial intelligence sector. According to people familiar with the matter SoftBank is about to sign an agreement with a group of lenders to secure a collateralized loan backed by shares of its chip subsidiary Arm Holdings Plc. The funds will reportedly be used for further investment in OpenAI later this year. (Bloomberg)" [X Link](https://x.com/Jukanlosreve/status/1976510352805556585) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T04:49Z 34K followers, 173.5K engagements "Chinas CXMT Accelerates IPO Plans AI Memory Independence at Stake ChangXin Memory Technologies (CXMT) Chinas leading DRAM manufacturer is accelerating its entry into the domestic capital market. Having rapidly expanded its market share with strong government backing CXMT now aims to leverage its upcoming initial public offering (IPO) to strengthen Chinas push for semiconductor self-sufficiencyparticularly in advanced DRAM and AI-oriented memory. According to the China Securities Regulatory Commission (CSRC) on October XX CXMT recently resolved issues related to the election of employee" [X Link](https://x.com/Jukanlosreve/status/1976532241472987144) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T06:16Z 34.1K followers, 6342 engagements "Ive been personally researching this company lately. Given the surge in optical fiber demand I believe Fujikura which holds over XX% market share in the optical fiber fusion splicer market will also benefit significantly" [X Link](https://x.com/Jukanlosreve/status/1977302176071590083) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T09:15Z 34K followers, 23.5K engagements "Samsung Reaches XX% Yield in 1c DRAM HBM4 Mass Production Imminent Samsung Electronics is entering the final stage before mass production of its next-generation memory chip the 6th-generation DRAM (known as 1c DRAM). The yield rate for 1c DRAM has reportedly reached around XX% nearing the companys mass production target of 80%. 1c DRAM serves as the foundation for the next-generation high-bandwidth memory HBM4 and is drawing attention as a potential game-changer that could help Samsung reclaim its leadership in AI memory from SK hynix. According to multiple industry sources on October 15" [X Link](https://x.com/Jukanlosreve/status/1978710863478657506) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T06:33Z 34.1K followers, 23.8K engagements "SK hynix: As LLM throughput increases dependence on HBM grows even stronger. At the event SK hynix shared the results of a study conducted in an AWS cloud environment analyzing the memory usage characteristics of major LLMs under various conditions. Using the HBM mounted on Nvidias Hopper-based H200 AI accelerator as a baseline SK hynix found that increasing stack height from X to XX layersthereby expanding capacity by 1.5resulted in a XXX improvement in overall system processing performance for LLMs. A former engineer speaking at the event explained: When HBM is expanded from X layers to 12" [X Link](https://x.com/Jukanlosreve/status/1978360238265999818) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T07:20Z 34.1K followers, 10.4K engagements "Hello everyone Im currently deciding on the topic for my next Substack post and would love to get your input. Here are the three ideas Im considering: X. How did Samsung rise from a latecomer to defeat Japans once-dominant DRAM giants X. How did Koreas OSAT (semiconductor packaging) industry collapse Koreas semiconductor packaging sector was sliced up and sold like a cake to China and the U.S. X. Should we really see India as the alternative to China Could India become the next Chinaturning into our competitor or even challenging U.S. dominance If you have other topics youd like to read about" [X Link](https://x.com/Jukanlosreve/status/1980146269135016214) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T05:37Z 34.1K followers, 10.1K engagements "OCP Conference Focus: Foundries and CoWoS Are No Longer the Bottleneck; AI Chip Bottlenecks Lie in Downstream Value Chains Such as Memory Racks and Power The AI semiconductor industry will see another year of strong growth in 2026 but the investment logic in AI hardware is undergoing a profound shift. On October XX a Morgan Stanley report pointed out that over the past two years the markets focus had been concentrated on upstream capacity bottlenecks such as TSMCs CoWoS packaging and leading-edge process nodes. However according to the latest remarks from NVIDIA and TSMC and the signals from" [X Link](https://x.com/Jukanlosreve/status/1980508499441549804) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T05:36Z 34.1K followers, 14.6K engagements "According to GF Securities MediaTek is set to replace Marvell and supply SerDes I/O for Microsofts upcoming MAIA project. $MRVL" [X Link](https://x.com/Jukanlosreve/status/1903995137010937877) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-24T02:19Z 34.1K followers, 16.2K engagements "The chairman said: Today GF Securities speculated that the TPU V8E will also go to MediaTek (MTK) and that it may take over Microsofts order (mainly I/O) from Marvell. As for Broadcom aside from the already known clients Fujitsu is likely to be a new customer forming a lineup of X existing + X potential clients. ByteDances AI accelerator on N5 is with Broadcom while N3 might go to a Taiwanese company. But this area remains under watch since a single strong move by the U.S. could cut everything off. The rough battlefield situation: Broadcom continues to lead the pack MediaTek is looking at" [X Link](https://x.com/Jukanlosreve/status/1904161852168524057) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-24T13:22Z 34.1K followers, 8357 engagements "Dont you think this model from GF Securities is underestimating AMDs AI GPU shipments Or is this just the reality" [X Link](https://x.com/Jukanlosreve/status/1904377144618418476) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-03-25T03:37Z 34.1K followers, 7249 engagements "Apple Product Timeline by Jeff Pu GF Securities Hong Kong" [X Link](https://x.com/Jukanlosreve/status/1934164078702076095) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-15T08:20Z 34.1K followers, 29.5K engagements "Jeff Pu of Hong Kongs GF Securities downgraded AMD citing that the company has implemented order cuts. $AMD" [X Link](https://x.com/Jukanlosreve/status/1957647284159877214) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-19T03:34Z 34.1K followers, 25.3K engagements "Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO" [X Link](https://x.com/Jukanlosreve/status/1960976697718976938) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-28T08:04Z 34.1K followers, 58.1K engagements "Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in 2026 and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly" [X Link](https://x.com/Jukanlosreve/status/1966424514331640058) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-12T08:51Z 34.1K followers, 17.9K engagements "GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our" [X Link](https://x.com/Jukanlosreve/status/1968193488731906253) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-17T06:01Z 34.1K followers, 11K engagements "GF Securities Overseas Electronics & Communication ☄ SanDisk: Is NAND approaching its HBM moment ☀ Maintain Outperform rating and raise target price to USD 132: Following our September X upgrade of SanDisk based on supply chain research with memory manufacturers and NAND procurement teams in the smartphone/PC sectors we have become more optimistic on NAND. We believe NAND manufacturers remain disciplined in their 2026 expansion guidance with limited new capacity additions. We estimate overall NAND supply growth in 2026 at XX% including YMTCs planned expansion of 50KPM (about 50000" [X Link](https://x.com/Jukanlosreve/status/1968303370684518529) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-17T13:17Z 34.1K followers, 10.3K engagements "Interesting. Hanwha Semitek (a subsidiary of Hanwha Vision) has recently achieved positive results in its hybrid bonder qualification test with SK hynix" [X Link](https://x.com/Jukanlosreve/status/1973261649932067248) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-01T05:40Z 34.1K followers, 6658 engagements "GF Securities Overseas Electronics & Telecom Report ☄ Dell (DELL US): Significant Growth in GB300 Demand by 2026 Plus Strengthening Storage Business ☀ Upgrade to Buy Target Price USD 175: Dells stock has risen XX% over the past month driven by accelerating AI infrastructure trends. On the AI server side we expect GB300 momentum to pick up speed. We estimate FY26/FY27 NVL72/144 rack shipments will reach 5.5k/10k units supported by demand from xAI and CoreWeave. Meanwhile we expect strong HDD+SSD demand to underpin Dells storage business and support margin performance. In the near term we" [X Link](https://x.com/Jukanlosreve/status/1973943159647560139) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-03T02:48Z 34.1K followers, 14.6K engagements "Analysis of Beneficiaries in Asian Semiconductor and Server Supply Chains from OpenAIs Aggressive AI Infrastructure Expansion (JPM) X. AI Infrastructure Investment Scale and Market Impact OpenAI plans to build AI data centers with a total capacity of 10GW within four years with a total investment of USD XXX billion. Of this USD XXX billion will be executed through a 4.5GW partnership with Oracle with the remainder outsourced to Softbank CoreWeave and others. The AI infrastructure supply chain is already very tight through 2026 and the additional demand is expected to intensify supply" [X Link](https://x.com/Jukanlosreve/status/1974431374557016248) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-04T11:08Z 34.1K followers, 121.3K engagements "Heres one trend you probably dont know about: China is now heavily restricting the export of its own companies battery manufacturing and LCD display equipment to countries like Vietnam and India. Beijing is deeply worried that its advanced industrial technologies could leak abroad. As a result many Indian and Vietnamese companies have recently been visiting South Korea. In fact not long ago Tata Group one of Indias largest conglomerates came to Korea to conduct an on-site inspection to purchase Korean battery manufacturing equipment reportedly worth several billion dollars. I expect Korea to" [X Link](https://x.com/Jukanlosreve/status/1974712749168234614) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-05T05:46Z 34.1K followers, 46.6K engagements "BofA: Why is global capital pouring into the data center industry X. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $X million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $XX million. In total the capital expenditure per MW amounts to roughly $XX million. X. Revenue and Profitability: Each MW can generate $XX million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $XXXX per kWh)" [X Link](https://x.com/Jukanlosreve/status/1975830933904261137) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T07:49Z 34.1K followers, 91K engagements "The $X Trillion Mega Deal: Where Does OpenAIs Money Come From Circular Revenue and Equity-for-Purchase: The Financial Engineering Behind a Trillion-Dollar Order OpenAIs financial magic is realized through two distinct yet logically connected modelsthose with AMD and NVIDIA. Together these two structures illustrate how AI compute power has evolved from a mere capital expenditure (CAPEX) into a financialized and securitized asset class. (1) The AMD Model: Performance-Based Equity-for-Purchase The partnership with AMD is unprecedented in semiconductor history. On the surface it looks like OpenAI" [X Link](https://x.com/Jukanlosreve/status/1975853308951826829) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-08T09:18Z 34.1K followers, 76.5K engagements "Exclusive Samsung 2nm Hits Another Milestone Sample Supply to Qualcomm for Next-Gen AP Samsung Electronics has supplied Qualcomm with a next-generation application processor (AP) sample built on its 2nm process signaling a potential revival of collaboration between the two companies. Industry analysts believe Samsung Foundrys technology has entered a more stable phase in terms of both performance and yield increasing the likelihood of additional orders from Qualcomm. According to multiple semiconductor industry sources on the 10th Samsung Foundry recently provided Qualcomm with a sample of" [X Link](https://x.com/Jukanlosreve/status/1976461959047582056) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T01:37Z 34.1K followers, 29.1K engagements "Prices rise but meaning fades: the twilight of the DDR4 era Once considered a key barometer of the DRAM market DDR4 (Double Data Rate 4) memory prices are losing their significance as an indicator of industry trends. With the PC and server markets rapidly transitioning to DDR5 global memory manufacturers are steadily cutting back DDR4 production. As a result the recent spike in DDR4 prices is viewed not as a sign of market recovery but as a temporary phenomenon driven by shrinking supply. According to industry sources on the 10th major DRAM makers such as Samsung Electronics SK Hynix and" [X Link](https://x.com/Jukanlosreve/status/1976531346815320216) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T06:12Z 34.1K followers, 17.8K engagements "Each humanoid robot requires XXX kg of rare-earth metals comparable to that of an electric vehicle including XX rotary and linear actuators for joints and XX actuators for the hands. The humanoid robot revolution could trigger $XXX billion worth of demand for key rare-earth minerals yet the United States relies on China for XX% of its magnet imports and it takes XXXX years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China" [X Link](https://x.com/Jukanlosreve/status/1976892568362533162) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T06:08Z 34.1K followers, 114.9K engagements "BofA) AMD CFO Conference Call: Positive on OpenAI Deal Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility Maintains Buy Rating This morning we hosted a conference call with AMDs Chief Financial Officer (CFO) Jean Hu and Vice President of Financial Strategy and Investor Relations (IR) Matthew Ramsay attended by many investors. The key points are as follows: X. OpenAIs first 1GW buildout will be shipped in the second half of 2026 using the MI450 series racks with most deliveries concentrated in Q4. X. AMDs supply contribution will" [X Link](https://x.com/Jukanlosreve/status/1976976204122280203) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T11:40Z 34.1K followers, 34.2K engagements "NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure Competitive Dynamics Remain Strong Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley stated that at its investor meeting in Boston NVIDIA emphasized that its AI growth is still in the early stages particularly that agentic AI applications in enterprise and industrial scenarios remain in the embryonic phase. Management presented strong arguments supporting the durability of NVIDIAs competitive position and reiterated an Overweight (OW) rating. Management noted that current AI demand growth is mainly driven by the migration of" [X Link](https://x.com/Jukanlosreve/status/1977266539377443085) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T06:54Z 34.1K followers, 57.1K engagements "251014_Broadcom: Partnership with OpenAI reinforces Broadcoms technology advantage in custom silicon - Goldman Sachs (1) This collaboration includes the joint development of Scale-up and Scale-out network systems utilizing Broadcoms AI accelerators and Ethernet solutions. (2) Deployment is expected to begin in 2H26 and be completed by the end of 2029. (3) We view this announcement as a positive catalyst for Broadcom reaffirming the companys technological leadership in the ASIC domain. (4) While it has not been disclosed whether this agreement involves any equity investment or financing we" [X Link](https://x.com/Jukanlosreve/status/1977884592540696959) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T23:50Z 34.1K followers, 11.9K engagements "Another AI circular trade SoftBanks subsidiary ARM has received a multibillion-dollar CPU order from OpenAI. At the same time SoftBank has agreed to purchase several billion dollars worth of AI technology from OpenAI every year starting this year including technologies that could help ARMs subsidiaries shorten their chip development cycles. This is insane" [X Link](https://x.com/Jukanlosreve/status/1977917951648190519) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T02:02Z 34.1K followers, 68.3K engagements "But thats fascinating. How could OpenAI possibly develop AI technology related to semiconductors Of course since OpenAI is taking the lead in designing the ASIC with Broadcom its undeniable that they already have some semiconductor design capabilities. But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys. How are they even able to do that" [X Link](https://x.com/Jukanlosreve/status/1977918561890021521) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T02:05Z 34.1K followers, 30K engagements "Samsung regains the throne in the memory market overtaking SK Hynix to reclaim the No. X spot In the third quarter of 2025 Samsung Electronics recorded $XXXX billion in memory sales surpassing SK Hynix (which posted $XXXX billion) to reclaim the top position in the global memory market. Samsungs recovery was driven by strong demand for commodity DRAM and NAND. Although its HBM business underperformed earlier this year it is expected to enter a full-fledged growth phase starting next year supported by HBM3E and HBM4. With continued momentum in both commodity DRAM and HBM Samsung is projected" [X Link](https://x.com/Jukanlosreve/status/1977977365159633237) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T05:58Z 34.1K followers, 12.8K engagements "I dont care if AGI never comes anymore. Im going to keep using ChatGPT" [X Link](https://x.com/Jukanlosreve/status/1978238144723013927) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T23:15Z 34.1K followers, 15.2K engagements "Exclusive Samsung Electronics Considers Disbanding HBM4 Yield TF Aiming for Nvidia Supply Through Speed Race Samsung Electronics is reportedly considering disbanding the task force (TF) dedicated to improving the yield of its 10-nanometer (nm)-class 6th-generation (1c) DRAM which will be applied to the next-generation High Bandwidth Memory X (HBM4). The move reflects an urgent determination to prioritize the mass production of HBM4 for Nvidia supply within this year. The 10-nm class DRAM process technology develops sequentially through the stages of 1x (1st generation) 1y (2nd) 1z (3rd) 1a" [X Link](https://x.com/Jukanlosreve/status/1978288386915148115) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T02:34Z 34.1K followers, 46.5K engagements "TSMC (TW.2330) FY3Q25 Earnings Results FY3Q25 Results Revenue: US$33.1B (+10% QoQ +41% YoY) X% above consensus Gross Profit Margin (GPM): XXXX% (+1ppt QoQ +2ppt YoY) above consensus (58.9%) Revenue Breakdown by Segment: HPC (High Performance Computing): XX% (3ppt QoQ +6ppt YoY) Smartphone: XX% (+3ppt QoQ 4ppt YoY) Internet of Things (IoT): X% (0ppt QoQ 2ppt YoY) Automotive: X% (0ppt QoQ 0ppt YoY) Others: X% (1ppt QoQ 0ppt YoY) Digital Consumer Electronics: X% (+1ppt QoQ 0ppt YoY) Advanced Node Mix (7nm): XX% (0ppt QoQ +5ppt YoY)" [X Link](https://x.com/Jukanlosreve/status/1978697497930572081) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T05:40Z 34.1K followers, 17.4K engagements "U.S. Big Techs Accelerate Decoupling from China Americas big tech companies are increasingly joining the ranks of those moving away from Chinaexcluding Chinese-made components or shifting production bases to other countries. As the United States and China continue a fierce standoff not only in trade but also in advanced industries such as artificial intelligence (AI) and semiconductors this move is seen as an attempt to minimize political risks stemming from U.S.-China tensions. According to Nikkei Asia citing multiple industry sources familiar with the matter Microsoft (MS) Amazon Web" [X Link](https://x.com/Jukanlosreve/status/1978796209524662747) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:12Z 34.1K followers, 25.2K engagements "AI Investment Cycle Is Not Excessive Entering a Sustainable Build-Out Phase (Goldman Sachs) X. Sustainability of the Investment Cycle Despite massive AI infrastructure investments by major firms such as OpenAI Nvidia AMD and Broadcom (totaling over USD XXX billion) the current scale of AI investment remains below X% of U.S. GDP a manageable level compared to previous tech cycles that peaked between 25%. The productivity-driven economic value from AI (PDV estimated at USD X trillion) is projected to far exceed the cumulative investment over time. From a macroeconomic perspective the overall AI" [X Link](https://x.com/Jukanlosreve/status/1978797887317561784) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:19Z 34.1K followers, 9005 engagements "Will OpenAI sign a contract with Micron $MU" [X Link](https://x.com/Jukanlosreve/status/1978803285923704859) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:40Z 34.1K followers, 22.8K engagements "OpenAI has budgeted a staggering $XXX billion in server expenses through 2030.- the information" [X Link](https://x.com/Jukanlosreve/status/1978810786362409198) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T13:10Z 34.1K followers, 100K engagements "2330 TSMC: U.S. Brokerage Firms Raise Target Prices TSMCs Q3 gross profit margin (GPM) and EPS exceeded expectations from major U.S. securities firms and its Q4 revenue and GPM outlook also surpassed market forecasts. As a result the company raised both its full-year revenue guidance and capital expenditure (CAPEX). Following the earnings release major U.S. brokers revised their EPS estimates for 20252027 upward to $XXXX / $XX / $XXXXX and simultaneously increased their target prices based on a 2026E PER of 22x. Management stated that they plan to significantly expand CoWoS production" [X Link](https://x.com/Jukanlosreve/status/1978979134744465559) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T00:19Z 34.1K followers, 10.7K engagements "TSMCs Hidden Strategy to Dominate Global AI Why C.C. Weis Tone Has Changed Another spoiler from TSMCs earnings call. In the third quarter of 2025 TSMC posted a net profit of NT$452.3 billion hitting a new record and meeting expectations. Cumulative profit for the first three quarters reached NT$1.21 trillion already surpassing the NT$1.17 trillion achieved in all of 2024. What caught attention was Chairman C.C. Weis noticeably different attitude. Gone were the bold declarations of having no competitors. For the first time he described TSMCs expansion plans as guided by discipline. His" [X Link](https://x.com/Jukanlosreve/status/1978988409910890917) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T00:56Z 34.1K followers, 23.1K engagements "Goldman Sachs) TSMC: Strong 3Q GM Performance; Sustained AI Growth to Keep Multi-Year Trajectory; Raises TP to $XXX Maintains Buy Rating X. AI Demand Expansion TSMC held its 3Q25 earnings call on October XX 2025. The company reported a strong gross margin (GM) for the quarter and its 4Q GM guidance indicated a further 50bps (0.5ppt) improvement quarter-over-quarter. We believe one of the most important takeaways from the call was TSMCs progressively more positive stance on AI. Management acknowledged that AI token generation is growing exponentially every three months confirming that demand" [X Link](https://x.com/Jukanlosreve/status/1978992034322223376) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T01:10Z 34.1K followers, 18.9K engagements "Exclusive Samsung Electronics Bets Big on EUV in MemoryCounters SK hynix with Facility Investment Following its adoption of the latest EUV (Extreme Ultraviolet) lithography equipment for its foundry (contract manufacturing) business Samsung Electronics is now expanding its production capacity in memory as well having secured five additional EUV lithography machines dedicated to its memory division. Coinciding with the arrival of the memory supercycle the competition between Samsung and SK hynix is heating up as both companies ramp up investments in semiconductor manufacturing equipment to" [X Link](https://x.com/Jukanlosreve/status/1979007496267403352) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T02:12Z 34.1K followers, 37.9K engagements "Frankly Im deeply concerned. When Micron was sanctioned by China the Biden administration and U.S. political circles pressured South Korea not to allow Samsung or SK hynix to fill Microns market void. Now Micron has effectively withdrawn from half of its memory business in China. (According to Reuters Micron will continue to operate in China only for automotive and smartphone memory.) So what will the U.S. ask of South Korea this time Im genuinely worried" [X Link](https://x.com/Jukanlosreve/status/1979072246263222771) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T06:29Z 34.1K followers, 64.4K engagements "Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization potential. Germanys Deutsche Bank recently reported that consumer spending on ChatGPT in the European market has been virtually stagnant since May 2025. This suggests that ChatGPT the symbolic product of the AI boom may have already reached its peak in attracting new paying subscribers. Although OpenAI CEO Sam Altman announced" [X Link](https://x.com/Jukanlosreve/status/1979082697302802444) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T07:10Z 34.1K followers, 439.1K engagements "Has ChatGPTs paid subscriber growth already hit its limit" [X Link](https://x.com/Jukanlosreve/status/1979082966924943650) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T07:12Z 34.1K followers, 49.9K engagements "Damn it does anyone know which company this is This is really huge. $INTC" [X Link](https://x.com/Jukanlosreve/status/1979186201803227433) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T14:02Z 34.1K followers, 110.5K engagements "Morgan Stanley - Chinas Rare Earth Controls: Strategy or Tactic China hopes to use rare earth controls to counter US technology barriers. However its long-arm jurisdiction mechanism is still in its nascent stages and implementation may require repeated refinement. Tactically there is a possibility that the situation could be de-escalated through negotiations between China and the US. Strategically however the competitive and confrontational landscape in the technology sector between the two sides is set to deepen. China recently tightened its control over rare earths: effective December X any" [X Link](https://x.com/Jukanlosreve/status/1979479727602798868) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T09:28Z 34.1K followers, 63K engagements "Market share in China: X% U.S. restrictions on Nvidia hit Korean memory industry as well Nvidias position in Chinas AI semiconductor market is faltering. As the U.S.-China rivalry over AI semiconductors intensifies sales of advanced chips in the Chinese market have become virtually impossible. The memory industry which supplies products to Nvidia is also being negatively affected. According to industry sources on the 19th the U.S.-China conflict surrounding AI semiconductors has raised concerns that demand for Nvidia-related memory products such as HBM (High Bandwidth Memory) could" [X Link](https://x.com/Jukanlosreve/status/1979727944567398889) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T01:54Z 34.1K followers, 7838 engagements "Honestly I never imagined my tweet would spark such a strong reaction. When I woke up this morning I found several DMs saying things like How dare you insult America and An amateur like you shouldnt take part in such discussions. I was merely sharing my own thoughts I truly didnt expect them to have this kind of reach or influence. To those who felt offended I offer my sincere apologies. I never intended to insult or criticize the United States. America is a truly great nation and I recognize that better than anyone. To everyone who may have been hurt by my narrow perspective I sincerely" [X Link](https://x.com/Jukanlosreve/status/1979732077408055725) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T02:11Z 34.1K followers, 53.7K engagements "Is AI capital expenditure too feverish Goldman Sachs: Were nowhere near that yet In recent days the massive capital expenditures in the AI field have sparked market concerns about their sustainability. A latest research report from Goldman Sachs makes it clear that the current scale of AI investment is far from overheated and is sustainable which means the macro story of AI infrastructure build-out remains solid. On October XX Goldman Sachs latest report argues that the scale of AI investment is not excessive that the current technological backdrop still supports AI capital spending and that" [X Link](https://x.com/Jukanlosreve/status/1979852648385016201) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T10:10Z 34.1K followers, 64.9K engagements "KLA 2026 Outlook Remains Solid; RPO and DRAM Concerns Expected to Ease Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley expects KLAs December-quarter revenue to remain flat quarter-on-quarter at around $XXX billion slightly above the market consensus of $XXXX billion and in line with buy-side expectations. The firm maintains its 2026 earnings growth forecast at +10% (higher than the markets +7.2%) believing that as concerns over RPO (Remaining Performance Obligations) and DRAM exposure fade market expectations will converge toward Morgan Stanleys view. Addressing the markets three main" [X Link](https://x.com/Jukanlosreve/status/1980089157881123249) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T01:50Z 34.1K followers, 6320 engagements "(Exclusive) TSMCs Share of Revenue from China Continues to Fall Bitmain Halved Huawei-Affiliated Sophgo Down to Zero Fueled by expanding orders from major U.S. clients such as Apple and NVIDIA TSMC achieved record-high earnings in Q3. The company has raised its full-year revenue growth guidance to around +35% (USD) projecting total sales of approximately $XXX billion. However according to supply chain sources while NVIDIAs contribution has surged rapidly the order and wafer input activity from Chinese clients warrants closer attention. Sophgo () which came under U.S. sanctions reportedly used" [X Link](https://x.com/Jukanlosreve/status/1980109854821024068) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T03:12Z 34.1K followers, 9493 engagements "Wait a moment on second thought the third topic might sound a bit too sensitive. What I actually meant to explore was whether Indias rapid growth and increasingly independent diplomacy could lead to a postPax Americana world where Western or U.S. dominance gradually declines. I have absolutely no negative feelings toward India in fact I sincerely hope for its continued rise and success" [X Link](https://x.com/Jukanlosreve/status/1980146683779686627) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T05:38Z 34.1K followers, 4046 engagements "Exclusive Galaxy S26 confirmed to feature Exynos 2600six times faster than Apples chip The upcoming Galaxy S26 series set for release early next year will be equipped with Samsungs in-house application processor (AP) the Exynos 2600. It is reported that not only the base and Plus models but also the flagship Ultra model will likely adopt the chip. This marks the first time in four yearssince 2022that Samsung has used its own Exynos AP in a flagship model. According to industry sources on the 20th Samsung Electronics has decided to use the Exynos 2600 in the Galaxy S26 and has begun mass" [X Link](https://x.com/Jukanlosreve/status/1980183944483193254) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T08:06Z 34.1K followers, 85.2K engagements "@neiltwitz @Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @EETimesAsia @EETimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook @SKhynix @MicronTech @Broadcom @WilliamLi_CY @MobilePeter @CircuitDigest @AMD @TXInstruments @ASMLcompany @simonsegars @renehaas237 @pnwilliamson @asu_PH @AlexandraHarrod @SoftBank_Group @ashwath_rao80 @romero @ArmMobile @NikkeiAsia Arent those numbers a bit too" [X Link](https://x.com/Jukanlosreve/status/1980187941063495823) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T08:22Z 34.1K followers, XXX engagements "Who could have imagined this ten years ago Today Germany is running a trade deficit with China in the automotive sector. Does that even make sense" [X Link](https://x.com/Jukanlosreve/status/1980245843782635789) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T12:12Z 34.1K followers, 46.4K engagements "Honestly DeepSeek trades better than I do. A XX% return thats insane. How many more years do you think hedge fund traders will be able to keep their jobs Wont the profession of trader disappear within the next ten years" [X Link](https://x.com/Jukanlosreve/status/1980262547510243547) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T13:19Z 34.1K followers, 153K engagements "Meta: Meta plans to prioritize QLC NAND adoption in its data centers to reduce costs. As a result analysts reaffirmed a positive view on Phison (8299). ASIC Segment: Broadcoms custom ASIC project for OpenAI is expected to enter small-scale production between late 2026 and early 2027. AWS Trainium3: There are no signs of production cuts. Analysts maintain a positive outlook on Alchip (3661)" [X Link](https://x.com/Jukanlosreve/status/1980431514258272356) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T00:30Z 34.1K followers, 12.4K engagements "AI Industry Chain Earnings Season Preview: Barclays: Good News May Be Priced In. Focus on NVIDIA Broadcom AMD Barclays released its latest report ahead of the U.S. semiconductor Q3 earnings season making a major adjustment to its investment strategy for the AI industry chain. While the firm maintains its view that the AI investment cycle is still in its early stages it warns that for some names all the benefits from AI deployment are already sufficiently reflected in share prices. It advises investors to concentrate AI exposure on the three leadersNVIDIA Broadcom and AMDwhile downgrading" [X Link](https://x.com/Jukanlosreve/status/1980447837868683624) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T01:35Z 34.1K followers, 40.1K engagements ""More importantly Marvells actual share could be far below XX% and the company lacks a clear ASIC project pipeline beyond Trainium X. In optics the 800G upgrade cycle could lift 2026 revenue by XX% to around $XXX billion but Barclays research at the European Conference on Optical Communication (ECOC) indicates Broadcom is taking the lead in 1.6T." 👀" [X Link](https://x.com/Jukanlosreve/status/1980450453843505204) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T01:45Z 34.1K followers, 19.8K engagements "Was Anthropic the fourth customer of Broadcom If so what happens to the rumor that Anthropic rents Googles TPU" [X Link](https://x.com/Jukanlosreve/status/1980454876225355802) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T02:03Z 34.1K followers, 31.3K engagements "Surging demand depleted inventories memory is already a sellers market Morgan Stanley: investors shouldnt exit on peak fears The demand wave triggered by AI is reshaping the global memory market. On October XX Morgan Stanley noted in its latest report that the memory (storage) sector is in the early to middle stages of a strong up-cycle and that even though related share prices have hit record highs the best part of the rally may still lie aheadso investors should not leave the market too early due to peak fears. Worsening supply shortage shifting to a sellers market Through channel checks" [X Link](https://x.com/Jukanlosreve/status/1980511112010559948) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T05:46Z 34.1K followers, 8687 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" [X Link](https://x.com/Jukanlosreve/status/1929045716590276986) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-06-01T05:21Z 34.1K followers, 25.5K engagements "Marvell wins OpenAI inference ASIC order $MRVL" [X Link](https://x.com/Jukanlosreve/status/1955831984850395568) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-08-14T03:20Z 34.1K followers, 58.5K engagements "Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly" [X Link](https://x.com/Jukanlosreve/status/1963527164277788859) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-04T08:58Z 34.1K followers, 7978 engagements "@TShirtnJeans2 @DicksonPau I dont really have an opinion on that. But one things for sure: TPU is the most successful ASIC and the reason customers choose Broadcom is because Broadcom can build replicas of the TPU. Just look at the chips Marvell made they fall way short of the TPU dont they" [X Link](https://x.com/Jukanlosreve/status/1963771759100109298) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-05T01:10Z 34.1K followers, XXX engagements "The next bottleneck for AI after power will be water. Isnt that a fascinating topic Morgan Stanley projects that by 2028 AIs water consumption will reach about XXXXX billion liters annually an 11x increase compared to 2024. Of course the absolute scale is still small compared to agriculture industry or domestic use. But the growth rate (CAGR) which we all love to look at is by far the fastest among all industries. Whats more with over half of data center hubs already located in medium or higher water-stressed regions I think the bottleneck effect from water is unavoidable. Im planning to" [X Link](https://x.com/Jukanlosreve/status/1965064171172905449) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-08T14:46Z 34.1K followers, 66.8K engagements "From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X" [X Link](https://x.com/Jukanlosreve/status/1966102268404707368) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-11T11:31Z 34.1K followers, 19.8K engagements "ALIBABA AND BAIDU HAVE BEGUN TRAINING THEIR AI MODELS USING CHIPS THEY PRODUCED IN-HOUSE THE INFORMATION" [X Link](https://x.com/Jukanlosreve/status/1966285167947022550) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-09-11T23:38Z 34.1K followers, 49.5K engagements "KIS: SK hynix (000660) Target Price 560000 KRW 3Q25 Preview: Venturing into Uncharted Territory 3Q25 Earnings Expected to Beat Consensus We project Q3 revenue of XXXX trillion KRW (+13% QoQ +43% YoY) and operating profit of XX trillion KRW (+31% QoQ +71% YoY) exceeding the consensus estimate of XXXX trillion KRW by 11%. Server DRAM demand is surging and DRAM bit growth in Q3 is expected to surpass guidance. NAND will also exceed expectations driven by soaring demand for QLC eSSDs used in AI storage boosting both revenue and profit at subsidiary Solidigm. HBM sales once again surpassed plan in" [X Link](https://x.com/Jukanlosreve/status/1973659133661638765) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-02T07:59Z 34.1K followers, 40.9K engagements "The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years" [X Link](https://x.com/Jukanlosreve/status/1973718462003622297) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-02T11:55Z 34.1K followers, 41.7K engagements "Lets look back at the peak of the memory cycle in 2017. At that time engineers at Samsung and SK Hynix had to write formal reports to their superiors if they made even a single mistake on a wafer that resulted in a defect or scrap. Every single chip immediately translated into money once it reached the market. Today things arent quite as strict about each wafer as they were back then. But as some say it might soon return to that state. The memory supercycle is coming" [X Link](https://x.com/Jukanlosreve/status/1974260354009215219) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-03T23:48Z 34.1K followers, 13.9K engagements "I wrote an article selecting the key contents from The Trust Game a book authored by former and current vice presidents of SK hynix to explain how Hynix beat Samsung and claimed the throne of HBM. As an appendix I also introduce a Korean materials parts and equipment company that I recommend buying" [X Link](https://x.com/Jukanlosreve/status/1974408456695365790) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-04T09:37Z 34.1K followers, 40.4K engagements "Samsung vs. SK Hynix: A Showdown Over the XXX Trillion Won AI DRAM 'Gold Mine'. Who Will Emerge Victorious "South Korea's annual exports could increase into the multi-hundred billion U.S. dollar range." This was the assessment from the global tech industry after Sam Altman CEO of OpenAI who visited South Korea on the 1st requested that Samsung Electronics and SK Hynix "supply over 900000 wafers per month of advanced DRAM (based on wafer input) for the Stargate project." This implies that Samsung Electronics and SK Hynix could add at least $XXX billion (approximately XXX trillion won) annually" [X Link](https://x.com/Jukanlosreve/status/1974812055938158689) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-05T12:20Z 34.1K followers, 67.4K engagements "On the AI Circular Structure: Morgan Stanley Lack of Disclosure Makes True Risk Assessment Difficult According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining performance obligations (RPO) and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. This high concentration in a single customer means that the future growth and success of these suppliers are tightly bound to OpenAIs fate. The AI Gamble of Hyperscale Data Center Operators To" [X Link](https://x.com/Jukanlosreve/status/1976145507929272335) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T04:39Z 34.1K followers, 203.5K engagements "Why didnt I think of this sooner The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers) narrowing the cost gap between NVIDIA chips and ASICs to around XX% on average. Jensen Huang is doing whatever it takes to eliminate his competitors" [X Link](https://x.com/Jukanlosreve/status/1976243342024507862) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-09T11:08Z 34.1K followers, 75.7K engagements "TSMC surpasses XX% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors" [X Link](https://x.com/Jukanlosreve/status/1976449344296583222) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-10T00:46Z 34.1K followers, 81.8K engagements "AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite" [X Link](https://x.com/Jukanlosreve/status/1976950774547824810) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-11T09:59Z 34.1K followers, 69.1K engagements "FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate" [X Link](https://x.com/Jukanlosreve/status/1977344646952198474) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-12T12:04Z 34.1K followers, 752.3K engagements "This is a highly important point. Samsung Electronics and SK Hynixs total DRAM capacity in 2026 is expected to increase only slightly (+single-digit). However all of that incremental capacity will go toward HBM while general DRAM capacity will actually decline. In other words general-purpose DRAM will continue to suffer from persistent supply shortages" [X Link](https://x.com/Jukanlosreve/status/1977545340988584147) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T01:22Z 34.1K followers, 36.6K engagements "Goldman Sachs) AI/Data Center Power Demand: The Six Ps Driving Growth and Constraints As AI investment and traditional data demand continue to rise we are revisiting our data center power demand outlook and the six key drivers (Ps) that act as both upside and downside catalysts: Pervasiveness of AI Productivity of servers and computing Prices of electricity required to expand supply Policy initiatives Parts availability for securing diverse power sources and People availability for building and maintaining infrastructure. We now forecast total data center power demand (AI + non-AI) to grow" [X Link](https://x.com/Jukanlosreve/status/1977744655304548628) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T14:34Z 34.1K followers, 61.2K engagements "I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI" [X Link](https://x.com/Jukanlosreve/status/1977764418709758106) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-13T15:52Z 34.1K followers, 125.2K engagements "The peak of the AI semiconductor cycle will come in 2028 Samsung and SK Hynixs earnings will double over the next three years The artificial intelligence (AI) semiconductor cycle is expected to reach its peak in 2028 and by then the earnings of Samsung Electronics (005930) and SK Hynix (000660) are projected to more than double from current levels. At a press briefing hosted by the Korea Exchange on the 14th Noh Geun-chang head of research at Hyundai Motor Securities said Considering NVIDIA CEO Jensen Huangs comment that data center investments will reach $X trillion (about KRW 1427 trillion)" [X Link](https://x.com/Jukanlosreve/status/1977942315210768641) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T03:39Z 34.1K followers, 16.8K engagements "Should we (South Korea) stand up to China For example by sanctioning Chinese shipbuilding companies" [X Link](https://x.com/Jukanlosreve/status/1977960900675211523) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T04:53Z 34.1K followers, 39.6K engagements "I believe SK hynix will continue to maintain its leadership but Samsung will catch up faster than the market expects. While the leader suffers from pessimism about losing market share optimism and expectations of gaining share tend to surround the second place. Samsung is still cheap" [X Link](https://x.com/Jukanlosreve/status/1978246136763924769) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-14T23:46Z 34.1K followers, 11K engagements ""An insider explained Samsungs management believes that even with a lower DRAM yield if it can achieve better HBM4 performance than competitors it can change the market landscape currently dominated by SK hynix. Thats why theyre pursuing selection and concentration even at the cost of disbanding the 1c DRAM yield-improvement TF to accelerate the HBM4 timeline."" [X Link](https://x.com/Jukanlosreve/status/1978288712070189431) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T02:35Z 34.1K followers, 14.8K engagements "Chinese media reported that Qiyunfang a subsidiary of SiCarrier which is itself a subsidiary of Huawei showcased one of Chinas most advanced EDA tools today at the SEMiBAY 2025 event. Isnt it fascinating When lithography tools were sanctioned the company developing alternatives was Huawei. When EDA tools were sanctioned the company creating replacements was also Huawei. China cannot exist without Huawei" [X Link](https://x.com/Jukanlosreve/status/1978324878316146785) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T04:59Z 34.1K followers, 38K engagements "Prediction: Could OpenAI be about to announce a partnership with Intel" [X Link](https://x.com/Jukanlosreve/status/1978605587140424159) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-15T23:35Z 34.1K followers, 43.1K engagements "How did Micron achieve faster HBM4 speeds As competition heats up in the high-bandwidth memory (HBM) market ahead of the launch of NVIDIAs next-generation Rubin platform in 2025 Micron Technology has drawn attention by announcing that it has achieved per-pin speeds comparable to Samsung Electronics and SK hynix with its sixth-generation HBM (HBM4). Initially the industry expected Micron often seen as a latecomer in HBM to deliver around X Gbps per pin. However during its most recent earnings conference call Micron revealed that its HBM4 operates at XX Gbps per pin a significant leap that" [X Link](https://x.com/Jukanlosreve/status/1978628236310651149) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T01:05Z 34.1K followers, 14.3K engagements "AI Reconfigures the Entry Point of Web Traffic Morgan Stanley: Vertical Sites Are Safe in the Short Term but Face Long-Term Risk of Losing Traffic to AI Generative AI is reshaping how users discover information posing a potential challenge to internet platforms that depend on traffic. In a report released on October XX Morgan Stanley stated: At present AI represented by ChatGPT is less a substitute or destroyer of platforms than it is an information distributor and function enabler. In the short term leading vertical sites with strong brand power and data moats remain solid. However in the" [X Link](https://x.com/Jukanlosreve/status/1978659393509244969) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T03:08Z 34.1K followers, 9119 engagements "Exclusive Not Selling Well at All Samsung to Discontinue Ultra-Slim Galaxy Edge Line Samsung Electronics has decided to discontinue its ultra-slim smartphone lineup the Edge series. The decision comes just five months after the company ambitiously launched the ultra-slim line in May. The key reason cited is that sales fell far short of expectations. As a result at the Galaxy S26 series Unpacked event in January next year it is highly likely that Samsung will return to its traditional three-model lineup: the S26 (Pro) Plus and Ultra. According to NewsPims coverage on the 16th Samsung recently" [X Link](https://x.com/Jukanlosreve/status/1978711444041650536) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T06:35Z 34.1K followers, 228.6K engagements "TSMC CEO remarks Mass production of the 2nm process is scheduled to begin in the latter part of Q4. The A16 node will enter mass production in the second half of next year. AI chip demand remains far stronger than expected three months ago and the overall demand momentum continues. Regarding CAPEX he stated that its unlikely to suddenly decrease in any given year reaffirming TSMCs commitment to maintaining a high level of investment for the coming years. The company is making full-scale efforts to expand CoWoS advanced packaging capacity by 2026. Current AI-related packaging and production" [X Link](https://x.com/Jukanlosreve/status/1978719330738245811) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T07:07Z 34.1K followers, 64.1K engagements "Microns Big Bet Skipping the 8th Generation 10nm Heading Straight for 9nm DRAM U.S. memory semiconductor company Micron Technology is accelerating its development of sub-10nm process technology. As competition with Samsung Electronics and SK hynix intensifies Micron appears to be rushing to develop its first 9nm process DRAM. According to the semiconductor industry on the 16th Micron is currently weighing whether to skip its 8th-generation 10nm process. An industry insider familiar with the matter said Micron has two internal roadmap scenarios. After 1d (7th-generation 10nm) there is 1e" [X Link](https://x.com/Jukanlosreve/status/1978795146230878448) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:08Z 34.1K followers, 31K engagements "Citi) Micron Following the Footsteps of AI: DRAM Expected to Face Unprecedented Demand Next; Margins to Return to Peak Levels Estimates and Target Price Raised We believe that DRAM will be the next semiconductor to sign long-term contracts with AI-related companies similar to what has happened with NVIDIA (NVDA) AMD and Broadcom (AVGO) due to its critical role in the AI ecosystem and the emerging supply shortage. This will benefit Micron through higher and more sustainable DRAM prices driving its gross margins back to the peak XX% range and boosting peak EPS to over $XXXXX nearly double its" [X Link](https://x.com/Jukanlosreve/status/1978802728420995324) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T12:38Z 34.1K followers, 29.7K engagements "The Information reported that Oracle incurs a XXX% loss in the process of leasing out NVIDIA B200 GPUs" [X Link](https://x.com/Jukanlosreve/status/1978964201289781606) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T23:20Z 34.1K followers, 57.7K engagements "Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI" [X Link](https://x.com/Jukanlosreve/status/1978970723088548223) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-16T23:46Z 34.1K followers, 272K engagements "Chinas Small Modular Reactor (SMR) Enters Trial Operation Six Months to Commercial Operation Chinas small modular reactor (SMR) the first of its kind in the world has entered the trial operation stage. The low-temperature functional test marks the first phase of nuclear plant commissioning designed to verify whether the cooling water system and other equipment operate normally under high-pressure conditions. Through this test the China National Nuclear Corporation (CNNC) announced that the integrity of the pressure boundary had been confirmed. Next CNNC will conduct a series of steps" [X Link](https://x.com/Jukanlosreve/status/1979037178304041260) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T04:10Z 34.1K followers, 79K engagements "Samsung Foundry Wins Hyundai Motors 8nm Automotive Chip Order Samsung Electronics foundry division has secured an order from Hyundai Motor Company to manufacture automotive semiconductors using its 8-nanometer (nm one-billionth of a meter) process and is now preparing for mass production. However the long-anticipated 5nm autonomous driving chip order is reportedly postponed to next year. Following its July win of Teslas next-generation high-performance AI chip (AI6) Samsung Foundrys latest deal with Hyundai Motor signals rapid expansion in its automotive semiconductor business. According to" [X Link](https://x.com/Jukanlosreve/status/1979056361620246826) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T05:26Z 34.1K followers, 11.7K engagements "They dont want to learn something new Garg said. Theyre like OK AMD systems are X% or XX% cheaper. So what 💯" [X Link](https://x.com/Jukanlosreve/status/1979181156806676703) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T13:42Z 34.1K followers, 19.1K engagements "Goldman Sachs: AI Capex Boom Will Continue to Drive S&P XXX Cash Spending in 2026 We forecast that total cash spending by S&P XXX companies will reach $XXX trillion in 2026 up XX% from 2025. We expect capital expenditures (capex) to see the fastest growth (+17% YoY) driven by AI hyperscaler investment while cash M&A will also rebound (+15%). According to our estimates XX% of total cash spending will go toward capex and R&D XX% toward shareholder returns (buybacks and dividends) and X% toward cash M&A. Strong earnings growth supportive monetary and fiscal policies and AI-related investments" [X Link](https://x.com/Jukanlosreve/status/1979182308503744843) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T13:46Z 34.1K followers, 65K engagements ""If this project goes well we expect the next few generations of the Maia chip to also be manufactured (fabbed) at Intel. The last sentence is not an evaluation of Intels 18A or 18AP process but rather a general statement about the project as a whole. From a process standpoint as SemiAccurate has been saying for years everything is proceeding smoothly without any issues." from Semiaccurate" [X Link](https://x.com/Jukanlosreve/status/1979187241537933575) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-17T14:06Z 34.1K followers, 42.2K engagements "I wrote a piece today thats not about technical or industrial analysis but rather a look back at history. Its also a topic Ive been personally interested in for quite some time. Why did Europe lose semiconductors" [X Link](https://x.com/Jukanlosreve/status/1979382457129669112) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T03:02Z 34.1K followers, 52.3K engagements "At TSMC PhD-level engineers work in three rotating shifts. The fabs in Taiwan run XX hours a day without stopping. Do you really think Americans would work like this Or even want to And lets assume for the sake of argument that the work culture in the U.S. changes to make people work that hard. Even then would American talent really want to work in fabs I believe they wouldnt theyd choose to go into other fields instead" [X Link](https://x.com/Jukanlosreve/status/1979422961087181014) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T05:43Z 34.1K followers, 867.7K engagements "My point is simple. In the U.S. there are just too many high-paying jobs. In Taiwan or Korea semiconductor engineers are among the highest-paid professionals. But is that really the case in America" [X Link](https://x.com/Jukanlosreve/status/1979423919259160869) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T05:46Z 34.1K followers, 37.4K engagements "What do you think about this "Furthermore if the United States further expands its technological countermeasures it could also slow down China's localization process. China's semiconductor self-sufficiency rate is currently at a low level of XX% and our industry analysts expect it to increase to XX% by 2027. Even in the field of advanced-process logic chips where localization has made faster progress domestic Chinese GPUs will only be able to meet XX% of the country's AI demand by 2027."" [X Link](https://x.com/Jukanlosreve/status/1979480850120245447) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-18T09:33Z 34.1K followers, 9586 engagements "Honestly this is the first time Ive ever felt FOMO about gold. Do you think I should buy some now" [X Link](https://x.com/Jukanlosreve/status/1979708335919411588) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T00:37Z 34.1K followers, 13.4K engagements "Well pay you $140000 a year Why is Micron looking for Korean engineers Micron Technology the worlds third-largest memory semiconductor company is actively recruiting Korean engineers. According to industry sources on the 19th Micron has recently been conducting experienced-hire recruitment of Korean semiconductor engineers from companies such as Samsung Electronics and SK Hynix through the global business networking platform LinkedIn for positions at its fab (factory) in Taichung Taiwan. The Taiwan plant is Microns largest DRAM production base and also manufactures high-bandwidth memory (HBM)" [X Link](https://x.com/Jukanlosreve/status/1979727134634762622) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T01:51Z 34.1K followers, 37.9K engagements "I would be grateful if you could understand that what I raised was merely a question. I tried to base my post on various sources for instance how TSMC fabs take about XX months to build in Taiwan but nearly XX months or more in the United States and I genuinely aimed to make a reasonable point. However it seems that many of you did not see it that way. Once again I sincerely apologize" [X Link](https://x.com/Jukanlosreve/status/1979732459110752626) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T02:12Z 34.1K followers, 5872 engagements ""According to SemiAnalysis $INTC is partnering with $NVDA to use Gaudi X together with B200 for AI inference This setup delivers around XXX better performance per cost compared to using B200 alone" interesting" [X Link](https://x.com/Jukanlosreve/status/1980039603462746603) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-19T22:33Z 34.1K followers, 30.6K engagements "UBS: DDR and NAND Prices Significantly Raised SK hynix and Samsung to Benefit the Most UBS (T. Arcuri Oct XX 2025) UBS raised its forecast for DDR and NAND contract prices expecting DRAM prices to continue rising from Q4 2025 through the first half of 2026: DDR contract prices are projected to increase by +17% QoQ in Q4 2025 +15% in Q1 2026 and +7% in Q2 2026; NAND contract prices are expected to rise by +15% +10% and +5% respectively. According to institutional surveys the top four U.S. cloud providers DDR demand in 2026 will double compared to 2025 while some smartphone customers demand is" [X Link](https://x.com/Jukanlosreve/status/1980088657391550751) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T01:48Z 34.1K followers, 64.7K engagements "JP Morgan: Surge in AI Demand and Price Increases Likely to Drive EPS Upgrades Through 1H26 No Signs of AI Bubble Burst X. Continued EPS Upgrades Driven by AI Demand JPMorgan expects strong AI demand from the top four CSPs (cloud service providers) and incremental demand from players such as OpenAI and Oracle to lift Asia Tech EPS by an additional 2025% over the next two to three quarters. This improvement is likely to materialize mainly in 4Q25 and 1Q26 as the market re-rates growth expectations for the AI value chain in 2026. The firm currently forecasts capex for the top four CSPs to grow" [X Link](https://x.com/Jukanlosreve/status/1980129896954519889) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T04:32Z 34.1K followers, 51K engagements "Samsung Electronics 8th-generation NAND on a roll utilization up more than XX% Samsung Electronics has recently ramped up the utilization rate of its main NAND production line at the Pyeongtaek campus. The improvement comes as the NAND market rapidly recovers driven by the AI industry leading to a sharp decline in even consumer NAND inventories. According to industry sources on the 20th Samsung Electronics raised the utilization rate of its 8th-generation (V8) NAND by more than XX% quarter-on-quarter in the third quarter of this year. The V8 NAND which Samsung began mass-producing at the end" [X Link](https://x.com/Jukanlosreve/status/1980139132191187188) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T05:08Z 34.1K followers, 5711 engagements "Micron Technology Chief Business Officer (CBO) Sumit Sadana: The shortage in the DRAM market will deepen through 2026 and the supply-demand imbalance will remain extremely tight. According to Nikkei Asia Sadana noted that high-bandwidth memory (HBM) used in AI applications requires about three times the wafer input compared to standard DRAM. Despite Micron allocating significant production capacity to HBM products clear supply constraints have emerged as new fabs take a long time to become operational and costs continue to rise. Microns HBM sales reached approximately USD X billion in the" [X Link](https://x.com/Jukanlosreve/status/1980150867488821474) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T05:55Z 34.1K followers, 64.4K engagements "@humphilomath wdym" [X Link](https://x.com/Jukanlosreve/status/1980152523089666302) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T06:02Z 34.1K followers, XXX engagements "Breaking: Exynos 2600 Performance Leaked According to reports from Korean media the Exynos 2600 delivers the following performance: Over X stronger NPU performance compared to Apples A19 Pro chipset XX% higher multi-core CPU performance XX% higher GPU performance When compared to Qualcomms latest Snapdragon X Gen X Elite chipset: NPU performance is about XX% higher GPU performance is up to XX% higher" [X Link](https://x.com/Jukanlosreve/status/1980184370905514465) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T08:08Z 34.1K followers, 174.9K engagements "Breaking: Exynos 2600 to be featured in the Galaxy S26 Ultra in some regions" [X Link](https://x.com/Jukanlosreve/status/1980185025527341215) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T08:11Z 34.1K followers, 25.6K engagements "@TheGalox_ An XX% yield isnt true. It means they achieved XX% of the target not an XX% yield. Why do you always mislead the public" [X Link](https://x.com/Jukanlosreve/status/1980223242599387317) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T10:43Z 34.1K followers, 7659 engagements "Samsung Expected to Rank Second in NVIDIA-Bound HBM4 Market Share Positive Shift in Samsung DS Divisions Morale Samsung Electronics which had long struggled in the high-bandwidth memory (HBM) market is seeking a turnaround. Although it did not achieve notable success with the previous-generation HBM3E industry observers say the atmosphere is shifting with the next-generation HBM4. In particular visible collaboration with NVIDIA the largest HBM customer is positioning Samsung as a potential game changer capable of reshaping the market landscape. According to industry sources Samsung is" [X Link](https://x.com/Jukanlosreve/status/1980411935284949049) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T23:12Z 34.1K followers, 8073 engagements "Samsung Electronics (005930.KS) Regaining Market Position with OP Upside from AI Inference Memory Demand CITIs View Citi raises its 2026 operating profit (OP) estimate for Samsung Electronics to XXXX trillion. This revision reflects expectations that following the aggressive AI investments by U.S. hyperscalers Chinese hyperscalers will also accelerate their AI inference infrastructure build-out. In addition the rapid surge in tokenized data generated by AI agents is expected to deepen the shortage of commodity memory. Given Samsungs solid market position in server DDR5 GDDR7 and eSSD the" [X Link](https://x.com/Jukanlosreve/status/1980421807011467367) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-20T23:52Z 34.1K followers, 4627 engagements "Exclusive Samsung Electronics President Song Jae-hyeok voices confidence in a foundry revival at a Presidential Office meeting 2nm mass production is proceeding smoothly At a meeting on semiconductor industry issues chaired by Kim Yong-beom Policy Chief at the Presidential Office and attended by major domestic semiconductor and equipment companies including Samsung Electronics and SK hynix Song Jae-hyeokthe President and Chief Technology Officer (CTO) of Samsungs Device Solutions (DS) Divisionwas said to have expressed confidence in reviving Samsung Electronics foundry (contract semiconductor" [X Link](https://x.com/Jukanlosreve/status/1980520653314019809) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T06:24Z 34.1K followers, 9404 engagements ""Initial monthly output capacity of HBM wafers will be about 30000 or slightly less than a fifth of South Korean's SK Hynix said the third source and a fourth familiar with the matter." Then how many Huawei AI chips can China produce each month" [X Link](https://x.com/Jukanlosreve/status/1980543508277784969) [@Jukanlosreve](/creator/x/Jukanlosreve) 2025-10-21T07:55Z 34.1K followers, XXX 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
Major tech companies, including OpenAI, NVIDIA, and AMD, are making significant investments and partnerships in AI infrastructure, with OpenAI planning to build AI data centers with a total capacity of 10GW within four years. Samsung and SK Hynix are ramping up their production of high-bandwidth memory (HBM) to meet the growing demand from AI applications, with SK Hynix planning to increase its DRAM wafer input to the 600,000-per-month range. The surge in AI computing demand is expected to drive significant growth in the semiconductor industry, with estimates suggesting an additional XX GW of power capacity will be required globally by 2030.
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Social category influence technology brands #5688 stocks #1322 finance #1779 countries XXX% currencies #509 travel destinations XXX% automotive brands XXXX% social networks XXXX% fashion brands XXXX% celebrities XXXX%
Social topic influence samsung #325, dram #5, open ai #177, china #1023, investment #176, goldman sachs #24, morgan stanley #11, $nvda #37, infrastructure #318, $005930ks #2
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Top assets mentioned Goldman Sachs (GS) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Artificial Intelligence (AI4) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Intel Corporation (INTC) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Marvell Technology Inc (MRVL)
Top Social Posts #
Top posts by engagements in the last XX hours
"US sanctions are becoming even more severe. BROADCOMS BYTEDANCE PROJECT HAS BEEN CANCELED"
X Link @Jukanlosreve 2025-02-28T13:05Z 33.7K followers, 100.9K engagements
"* SAMSUNG FAILED HBM3E CERTIFICATION IN JUNE NEXT CERTIFICATION EXPECTED IN SEPTEMBER- GF Securities"
X Link @Jukanlosreve 2025-06-11T05:43Z 33.7K followers, 23.8K engagements
"CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards"
X Link @Jukanlosreve 2025-07-30T00:18Z 34K followers, 5842 engagements
"Report: CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026 Unimicron Technology said AI-related products will account for more than XX% of its 2025 revenue and could surpass XX% in 2026. However near-term profitability is under pressure due to a stronger New Taiwan dollar a shortage of low-CTE fiberglass fabric and persistent weakness in consumer electronics. The company expects gross margin to stay soft in the third quarter of 2025 with recovery likely in the second half of 2026. Glass fabric supply squeeze threatens AI substrate capacity Unimicron warned that sluggish"
X Link @Jukanlosreve 2025-08-01T03:04Z 33.9K followers, 27K engagements
"Rumor: King Yuan secured the burn-in test equipment deal with Nvidia beating out Advantest"
X Link @Jukanlosreve 2025-08-07T06:14Z 33.9K followers, 8633 engagements
"250904_Elite Material: Rubin CCL upgrade is in-line with our expectation where EMC should benefit the most; re-iterate Buy - Goldman Sachs (1) According to our recent channel checks Vera Rubins Computing/Switch Tray has been confirmed as follows: Computing Tray: M6/M8.5 CCL + HVLP-4 copper foil Switch Tray: M9-class CCL (2) We maintain our Rubin CCL TAM forecast at $275mn in 2026 and $2bn in 2027. (3) Here EMC is expected to capture 4045% market share of AI GPU CCL TAM. Computing Tray: XX% in M8.5 Switch Tray: XXX% in M9 (4) This figure is even higher than EMCs GB300 market share of XX% AI"
X Link @Jukanlosreve 2025-09-04T01:13Z 33.8K followers, 13.9K engagements
"Hon Hais 2026 AI rack outlook: The base case is 5060K with a bull case up to 100K(What) And XX% of these are said to be GPU racks. $NVDA"
X Link @Jukanlosreve 2025-09-16T04:39Z 33.7K followers, 30.6K engagements
"@lynchxiao6811 There isnt much correlation between assembly at Wistron and HBM verification. And Ive heard that Rubin and HBM4 assembly is already being validated"
X Link @Jukanlosreve 2025-09-16T08:37Z 33.7K followers, XXX engagements
"Micron CEO Denies Rumors of HBM4 Elimination Mass Production to Begin in First Half of Next Year Micron has effectively denied rumors circulating in the Korean securities market that the company had been eliminated from the HBM4 competition. On the earnings conference call held on the 23rd (local time) Sanjay Mehrotra CEO of U.S. memory chipmaker Micron said: Micron plans to transition to HBM4 in 2026 and we can provide industry-leading data processing speeds of XX gigabits per second (Gbps) to meet customer requirements adding that the first shipments will be in the first half of 2026."
X Link @Jukanlosreve 2025-09-23T23:36Z 33.8K followers, 14.1K engagements
"Surrender to Hanmi SK hynixs TC Bonder Supply Chain Diversification Stalls SK hynix is reorganizing its supply chain for TC bonders used in high-bandwidth memory (HBM) but the move is effectively faltering. The company has been pushing to diversify its supply chain away from its long-standing sole vendor model with Hanmi Semiconductor but with its new partner Hanwha Semitek facing questions over technical maturity the company is readjusting its strategy. Investment in TC bonders has also slowed with expected equipment purchases this year likely to shrink to around XX units down from the"
X Link @Jukanlosreve 2025-09-30T10:37Z 33.9K followers, 12.3K engagements
"Is anyone here interested in KLA Theres some huge news. Im in the middle of translating it right now"
X Link @Jukanlosreve 2025-10-04T05:13Z 33.8K followers, 17.7K engagements
"NVIDIAs Taiwan headquarters construction projects T17 and T18 have been suspended due to political controversy and procedural issues. The MOU between NVIDIA and Shin Kong Life Insurance has expired and three possible paths are being discussed: (1) signing a new agreement (2) proceeding with construction first and relocation later or (3) terminating the contract. NVIDIA strongly opposes the build first move later approach insisting that it must directly oversee design and construction to ensure quality control as third-party involvement would make responsibility unclear"
X Link @Jukanlosreve 2025-10-05T07:53Z 33.9K followers, 28.3K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI X Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link @Jukanlosreve 2025-10-06T04:41Z 34K followers, 7665 engagements
"Micron: Rating Upgraded from Equal-weight Overweight Price Target Raised from $XXX $XXX (Morgan Stanley) DRAM and NAND prices are improving faster than expected with buyers increasing inventories amid concerns over supply shortages through CY26. Concerns over HBM are easing and the strength in the DRAM market is positively influencing HBM3e price negotiations. There is a high likelihood of continued EPS upward revisions over the coming quarters. While the current valuation appears stretched Morgan Stanley is betting on short-term upside given the strong industry sentiment and confidence in"
X Link @Jukanlosreve 2025-10-06T23:33Z 33.7K followers, 50K engagements
"AMD Supply Chain Notes X. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX 7000 series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen 9000 series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. X. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner"
X Link @Jukanlosreve 2025-10-07T06:45Z 33.9K followers, 62.1K engagements
"Due to shortages in legacy memory supply Korean and U.S. DRAM manufacturers have decided to suspend new price quotations for enterprise customers for one week. According to supply chain sources DRAM prices in the fourth quarter are expected to rise by more than XX% with some specifications likely to exceed a XX% increase further accelerating the simultaneous price surge of DDR3. Veteran analysts in the memory industry note that this rally is not limited to specific specifications but rather a broad-based shortage that has triggered an overall price adjustment. Starting in the fourth quarter"
X Link @Jukanlosreve 2025-10-08T03:31Z 33.7K followers, 12K engagements
"(Rumor) ABF price hike expected at the end of this month Kinsus / Nandem (Nan Ya PCB) Special-spec ABF products will see a XX% price increase while other categories will rise by 1020%. The companies expect supply shortages to continue until the first half of 2027 and the upcoming price hike will be implemented in one go. Currently all ABF production capacity at Nandems four factories has been fully reserved by NVIDIA meaning there is no available capacity left until the new plant is completed by the end of next year. As a result the market is expected to enter a price hike and supply shortage"
X Link @Jukanlosreve 2025-10-08T05:33Z 33.9K followers, 9078 engagements
"BofA: Global data center capital expenditures are expected to expand at an impressive compound annual growth rate (CAGR) of XX% from 2024 to 2028 ultimately forming a massive market exceeding $XXX billion by 2028. $NVDA $AVGO $AMD $TSM"
X Link @Jukanlosreve 2025-10-08T07:44Z 33.7K followers, 20.8K engagements
"Just in: MediaTeks TPU v7e reportedly taped out and delivered UBS"
X Link @Jukanlosreve 2025-10-09T02:11Z 33.7K followers, 24.6K engagements
"Morgan Stanley: The Market Is Underestimating a Potential Major AI Tailwind in 2026 A Great Leap in AI Capability Driven by Compute Power Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. The report suggests that the exponential increase in computing power could trigger a nonlinear leap in AI model capability. According to analysts including Stephen C. Byrd multiple U.S. large language model (LLM) developers plan to increase compute for training frontier models by"
X Link @Jukanlosreve 2025-10-09T06:49Z 34K followers, 45.5K engagements
"@zephyr_z9 What if my WeChat and Weibo accounts get suspended Oh my god Id be really sad if I couldnt enter China"
X Link @Jukanlosreve 2025-10-09T09:46Z 33.7K followers, 2174 engagements
"We could foresee in the near future hundreds of millions of smart glasses interconnected with each other and with the people who wear them creating huge communities. Is that so Even if that happens I dont see Meta leading the smart glasses market"
X Link @Jukanlosreve 2025-10-09T10:45Z 33.7K followers, 13K engagements
"Cantor Fitzgerald) NVIDIA: Raises Target Price to $XXX Amid Accelerating AI Infrastructure Growth Last week we hosted an investor meeting in New York with NVIDIAs senior management including CEO Jensen Huang CFO Colette Kress IR head Toshiya Hari and other executives. Compared to a year ago much has changedexponentially. As expected Jensen Huang was highly optimistic and with good reason. We are still in the early innings of a multi-trillion-dollar AI infrastructure build-out. Even just among hyperscalers we see substantial visibility into hundreds of billions of dollars of demand over the"
X Link @Jukanlosreve 2025-10-09T11:06Z 33.7K followers, 60K engagements
"U.S. data center capacity is growing rapidly and is expected to reach 4650 GW by the end of Q4 2025 (OctoberDecember) according to Goldman Sachs"
X Link @Jukanlosreve 2025-10-09T12:50Z 33.9K followers, 17.7K engagements
"Goldman Sachs: Key Takeaways from SEMICON West 2025 We attended the SEMICON West conference held in Phoenix Arizona on October XX meeting with various industry players including AMAT TER ENTG and MKSI. Overall we came away from the event with a gradually more positive view on 2026 WFE (Wafer Fab Equipment) growth consistent with our recent WFE outlook update. Below we summarize the key industry insights and company-level highlights. Industry Takeaways X. 2026 WFE Outlook While most companies avoided providing specific figures for their 2026 WFE outlook many indicated expectations for"
X Link @Jukanlosreve 2025-10-09T13:37Z 33.8K followers, 35.6K engagements
"China launches customs crackdown on Nvidia AI chips- FT"
X Link @Jukanlosreve 2025-10-10T04:26Z 33.7K followers, 12.9K engagements
"UBSs estimate of 678000 wafers still looks conservative compared to what Ive heard from the supply chain Id say theres still substantial upside left for NVIDIA"
X Link @Jukanlosreve 2025-10-10T06:31Z 33.7K followers, 28.1K engagements
"UBSs AMD/ASIC chip CoWoS modeling"
X Link @Jukanlosreve 2025-10-10T07:16Z 33.7K followers, 13.2K engagements
"When everyones cheering I start to feel a bit uneasy. When will this memory supercycle come to an end The current consensus seems to be that supply shortages will persist until around the end of Q2 2026. But what happens after that And when will the market start to price in the risk that this memory cycle is peaking When will investors begin to factor that into valuations"
X Link @Jukanlosreve 2025-10-10T10:25Z 33.9K followers, 29K engagements
"Korean semiconductor stocks have risen more than XX% since the beginning of the year yet they still trade at lower P/B ratios compared to global memory peers"
X Link @Jukanlosreve 2025-10-10T10:39Z 33.7K followers, 13.5K engagements
"After a week I finally wrote again. While everyone was celebrating I couldnt shake off a sense of fear. This essay is where I laid that fear bareword by word. I hope it gives you something to think about"
X Link @Jukanlosreve 2025-10-11T05:42Z 33.9K followers, 52.7K engagements
"Goldman Sachs) Fujikura (5803.T): Launch of New Optical Fiber Fusion Splicer and Fiber Cleaver; Enhanced Competitiveness Through Reduced Work Time On October XX Fujikura announced that it would begin sales in October of a new core-alignment-type optical fiber fusion splicer and a new fiber cleaver. These products are used for long-distance optical fiber connections in fields such as telecommunications infrastructure and data center interconnect (DCI). Unlike existing products they can splice two fibers simultaneously reducing splicing work time by 20%. Fujikura holds the worlds No.1 market"
X Link @Jukanlosreve 2025-10-12T09:13Z 33.9K followers, 31K engagements
"A very interesting article has come out regarding NVIDIAs request for higher HBM4 speeds. Below is the full translation: NVIDIAs decision to raise the operating speed standard for sixth-generation high-bandwidth memory (HBM4) was the result of Samsung Electronics promotion. A senior executive in charge of HBM development at a global memory-semiconductor firm made this remark saying that Samsung confident it could outperform rivals in HBM4 performance proposed to NVIDIA that the operating speed be set higher than the level specified by the industry standard-setting body JEDEC. Although Samsung"
X Link @Jukanlosreve 2025-10-13T10:29Z 33.7K followers, 59.9K engagements
"What Samsung makes ASICs"
X Link @Jukanlosreve 2025-10-13T23:55Z 34K followers, 45.8K engagements
"Wells Fargo) NVIDIA: Meta and Oracle to Use NVIDIA Spectrum-X Ethernet; Concerns About ANET Are Overblown Our View This morning Meta and Oracle announced they will each use NVIDIAs Spectrum-X Ethernet for the Facebook Open Switching System (FBOSS) OS and for giga-scale AI factories respectively. Derivative concerns about ANET (Arista Networks) are excessive we maintain that Arista remains well positioned. Initial Analysis Whats new: This morning NVIDIA announced that Meta will integrate NVIDIAs Spectrum-X switches with the FBOSS (Facebook Open Switching System) on its next-generation"
X Link @Jukanlosreve 2025-10-14T11:05Z 33.9K followers, 12.8K engagements
"Samsung to Invest $XXX Million in Latest EUV Equipment Samsung Electronics will invest approximately XXX trillion KRW (about $XXX million) by the first half of next year to introduce two units of the latest High-NA (Numerical Aperture) EUV lithography equipment from Dutch supplier ASML. This new system can print circuits XXX times finer than existing models and is considered essential for producing next-generation foundry chips and high-performance DRAM. According to industry sources on October XX Samsung plans to bring in one High-NA EUV machine (model: Twinscan EXE:5200B) by the end of this"
X Link @Jukanlosreve 2025-10-15T08:57Z 34K followers, 44K engagements
"$NVDA is specifically bought to satisfy customer demand (on the cloud). $GOOGL doesn't use $NVDA GPUs for production use cases on their own products like Gemini. Every first-party service that $GOOGL has is powered by TPUs"
X Link @Jukanlosreve 2025-10-16T13:02Z 34K followers, 58.5K engagements
"Exclusive Hanwha Semitec Teams Up with Global Equipment Giant Lam Research on Hybrid Bonder Hanwha Semitec an emerging powerhouse in the HBM (High Bandwidth Memory) TC bonder market is reportedly partnering with global etching leader L company to co-develop next-generation hybrid bonders a move expected to send ripples through the market. Given that L has already built supply chain relationships with semiconductor manufacturers worldwide the formal launch next year could secure Hanwha Semitec a powerful global sales channel. According to industry sources on the 17th Hanwha Semitec has been"
X Link @Jukanlosreve 2025-09-17T05:38Z 34K followers, 4401 engagements
"Fuck its not too late to buy SanDisk and Kioxia yet right I should buy them now"
X Link @Jukanlosreve 2025-09-30T06:05Z 34K followers, 58.3K engagements
"Doosan Likely to Acquire SK Siltron Doosan Group has emerged as the leading candidate to acquire SK Siltron the worlds third-largest semiconductor wafer manufacturer. Doosan is in exclusive talks with SK Group regarding the acquisition and if the groups top management grants approval after the Chuseok holiday the company plans to proceed with detailed due diligence and aims to sign a share purchase agreement (SPA) by year-end. Both sides are valuing SK Siltron at the high-4 trillion KRW level which is about X times last years EBITDA of XXX billion KRW. Doosan became the sole candidate after"
X Link @Jukanlosreve 2025-10-01T08:20Z 34K followers, 9397 engagements
"@piecesofal_ Still Im reluctant to invest in companies that are losing money"
X Link @Jukanlosreve 2025-10-12T09:30Z 34K followers, XXX engagements
"The founder and CEO of HoYoverse Liu Wei came to Korea today for a HoYoverse event I couldnt attend the event myself but Im really happy that Liu Wei visited Korea"
X Link @Jukanlosreve 2025-10-12T10:35Z 34K followers, 8736 engagements
"Global Data Center Supply-Demand Trend The global data center supply adequacy ratio is expected to be around XX% in 2025 and remain at a similar level in 2026. In other words the global data center market will remain tight through 2026 with supply unable to fully meet demand. The situation is expected to gradually ease from 2027 reaching around XX% by 2030 which still represents a relatively high level. This indicates sustained mid- to long-term demand momentum for EPC contractors power equipment suppliers and cooling infrastructure providers"
X Link @Jukanlosreve 2025-10-14T03:10Z 34K followers, 19.9K engagements
"@CDemerjian I really didnt mean to cause you any harm I only shared it because I wanted to help everyone. I sincerely apologize"
X Link @Jukanlosreve 2025-10-18T00:32Z 34K followers, XXX engagements
"I believe that China will continue to own the weapon that is rare earth elements. Rare earth ores naturally contain numerous impurities and accompanying minerals and to separate them processes such as strong acid leaching solvent extraction precipitation dissolution and neutralization are required. During these processes the soil becomes salinized freshwater is contaminated radiation exposure occurs ecosystems are damaged and workers at refining facilities often suffer from respiratory problems. In short it causes immense harm to the surrounding environment and shortens the lifespan of those"
X Link @Jukanlosreve 2025-10-12T05:35Z 34.1K followers, 83.2K engagements
"251022_SK Hynix: Opening Another Upside Catalyst Watch - CITI Key Takeaways (1) FY26(F) operating profit estimate revised upward from 64.1T 81.5T vs. 55.0T consensus Target price raised from 480000 640000 applying FY26(F) P/B 2.8x target (2) 4Q25(F) operating profit estimate revised upward from 12.2T 15.0T vs. 12.5T consensus (3) The revision reflects: X. a surge in tokenized data generated by AI Agents X. worsening supply shortage in legacy products and X. rapidly rising AI inference memory demand in China. Contents (1) We expect AI inference memory demand to surge not only in the U.S. but"
X Link @Jukanlosreve 2025-10-20T23:24Z 34.1K followers, 5264 engagements
"Jeff Pu of GF Securities made a rather bold claim today. X. Nvidia is still negotiating the price of HBM3e-12Hi with suppliers trying to secure a double-digit year-over-year price reduction. X. Samsung remains an unfavorable factor with its HBM3e-12Hi certification time being August 15th. In addition Samsung's HBM4 adopts the 1c node improving power efficiency and architectural updates. Compared with Micron and SK Hynix which are still at the X beta node Samsung may have stronger product competitiveness in early 2026"
X Link @Jukanlosreve 2025-07-24T02:57Z 34K followers, 4152 engagements
"Breaking: NVIDIA B30A equipped with HBM3E 8-Hi Source: GF Securities (Hong Kong)"
X Link @Jukanlosreve 2025-09-12T09:04Z 34K followers, 13.4K engagements
"- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3"
X Link @Jukanlosreve 2025-09-22T02:08Z 34K followers, 59.2K engagements
"The increasing adoption of hybrid bonding is also worth noting. Thats the reason Im bullish on BESI"
X Link @Jukanlosreve 2025-09-23T03:33Z 34K followers, 13.5K engagements
"Glass Substrates SK and Samsung Will Lead the Market Kim Jong-bae a researcher at Hyundai Motor Securities said The current glass substrate market is led by SKC Absolics and Samsung. At the seminar Core Technologies of High-Bandwidth Memory (HBM) Semiconductor Packaging Processes in the AI Era Bonding Thermal Management and Glass Substrates held at the FKI Tower Conference Center in Yeouido Seoul on the 30th Kim stated In the substrate market Taiwan and Japan are ahead but in semiconductor packaging glass substrates our country is currently the most proactive and advanced. He emphasized There"
X Link @Jukanlosreve 2025-09-30T07:45Z 34K followers, 20.9K engagements
"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations X. 2026 Trn3 Volume Above Expectations Estimated at about XX million units especially with demand projections boosted following the release of Sonnet XXX for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 2025 and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 2025 and will enter mass production in Q2 2026. X. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link @Jukanlosreve 2025-10-02T06:46Z 34K followers, 23.8K engagements
"Why We Changed Our View X. Revising Our Underestimation of the DRAM Cycle (1) Previous View Morgan Stanley previously believed that the DRAM price rebound through summer 2025 was merely temporary and not a sign of structural strength given weak demand across PCs mobile and servers. Accordingly we maintained a cautiously neutral (Equal-weight) stance on Micron expecting only a limited recovery in industry conditions. (2) What Changed We now observe double-digit QoQ DRAM price increases occurring without meaningful demand recovery driven purely by supply tightness. This suggests a structural"
X Link @Jukanlosreve 2025-10-06T23:35Z 34K followers, 61.3K engagements
"@zephyr_z9 I dont know the details either. But wouldnt lifting the separation between industrial and financial capital increase the risks"
X Link @Jukanlosreve 2025-10-11T07:21Z 34K followers, 5551 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"
X Link @Jukanlosreve 2025-03-24T03:55Z 34K followers, 113.7K 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"
X Link @Jukanlosreve 2025-05-12T03:32Z 34.1K followers, 29.8K 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"
X Link @Jukanlosreve 2025-06-02T23:39Z 34K followers, 29.7K engagements
"META MTIA T1- AVGO Microsoft Maia 200- GUC AWS Trainium3- Annapurna Alchip ()"
X Link @Jukanlosreve 2025-06-17T22:27Z 34K followers, 11.4K 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"
X Link @Jukanlosreve 2025-07-03T22:42Z 34K followers, 20.7K engagements
"Is Japan the biggest victim of these semiconductor tariffs X. Renesas Electronics - Type: IDM (Design + Manufacturing) - Main Products: Microcontrollers (MCU) automotive semiconductors industrial chips - US Factory: X (None production is mostly in Japan/Europe) X. Kioxia - Type: Memory Specialist (NAND Flash) - Competes with: Samsung Micron SK hynix - US Factory: X (None centered on factories in Japan / Cooperates with Western Digital) X. Rapidus - Type: Next-generation foundry development company - Goal: Develop sub-2nm foundry (in cooperation with IBM) - US Factory: X (Cooperating with IBM"
X Link @Jukanlosreve 2025-08-07T01:18Z 34K followers, 17.5K engagements
"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in 2026 the value of its self-placed orders is expected to reach USD X billion. $MRVL"
X Link @Jukanlosreve 2025-08-14T04:11Z 34K followers, 42.4K engagements
""Most of the design nowadays we have this resource capability so we do most of those ourselves." Very interesting. I also mentioned before that AWS has taken over a significant portion of the work previously handled by Alchip and Marvell"
X Link @Jukanlosreve 2025-09-07T08:24Z 34K followers, 10.6K engagements
"Barclays projected that the collaboration with Meta could bring EssilorLuxottica up to X billion by 2030. Analysts also see room for total annual smart glasses shipments to rise to XX million units by 2035. But if smart glasses are supposed to partially replace smartphones shouldnt that number be much higher than XX million"
X Link @Jukanlosreve 2025-10-09T10:50Z 34K followers, 14.5K engagements
"SoftBank in Talks for $X Billion Margin Loan Backed by Arm Stock SoftBank Group is in discussions with several global banks to borrow $X billion to strengthen its capital reserves. At the same time Masayoshi Son is accelerating the Japanese investment groups push into the artificial intelligence sector. According to people familiar with the matter SoftBank is about to sign an agreement with a group of lenders to secure a collateralized loan backed by shares of its chip subsidiary Arm Holdings Plc. The funds will reportedly be used for further investment in OpenAI later this year. (Bloomberg)"
X Link @Jukanlosreve 2025-10-10T04:49Z 34K followers, 173.5K engagements
"Chinas CXMT Accelerates IPO Plans AI Memory Independence at Stake ChangXin Memory Technologies (CXMT) Chinas leading DRAM manufacturer is accelerating its entry into the domestic capital market. Having rapidly expanded its market share with strong government backing CXMT now aims to leverage its upcoming initial public offering (IPO) to strengthen Chinas push for semiconductor self-sufficiencyparticularly in advanced DRAM and AI-oriented memory. According to the China Securities Regulatory Commission (CSRC) on October XX CXMT recently resolved issues related to the election of employee"
X Link @Jukanlosreve 2025-10-10T06:16Z 34.1K followers, 6342 engagements
"Ive been personally researching this company lately. Given the surge in optical fiber demand I believe Fujikura which holds over XX% market share in the optical fiber fusion splicer market will also benefit significantly"
X Link @Jukanlosreve 2025-10-12T09:15Z 34K followers, 23.5K engagements
"Samsung Reaches XX% Yield in 1c DRAM HBM4 Mass Production Imminent Samsung Electronics is entering the final stage before mass production of its next-generation memory chip the 6th-generation DRAM (known as 1c DRAM). The yield rate for 1c DRAM has reportedly reached around XX% nearing the companys mass production target of 80%. 1c DRAM serves as the foundation for the next-generation high-bandwidth memory HBM4 and is drawing attention as a potential game-changer that could help Samsung reclaim its leadership in AI memory from SK hynix. According to multiple industry sources on October 15"
X Link @Jukanlosreve 2025-10-16T06:33Z 34.1K followers, 23.8K engagements
"SK hynix: As LLM throughput increases dependence on HBM grows even stronger. At the event SK hynix shared the results of a study conducted in an AWS cloud environment analyzing the memory usage characteristics of major LLMs under various conditions. Using the HBM mounted on Nvidias Hopper-based H200 AI accelerator as a baseline SK hynix found that increasing stack height from X to XX layersthereby expanding capacity by 1.5resulted in a XXX improvement in overall system processing performance for LLMs. A former engineer speaking at the event explained: When HBM is expanded from X layers to 12"
X Link @Jukanlosreve 2025-10-15T07:20Z 34.1K followers, 10.4K engagements
"Hello everyone Im currently deciding on the topic for my next Substack post and would love to get your input. Here are the three ideas Im considering: X. How did Samsung rise from a latecomer to defeat Japans once-dominant DRAM giants X. How did Koreas OSAT (semiconductor packaging) industry collapse Koreas semiconductor packaging sector was sliced up and sold like a cake to China and the U.S. X. Should we really see India as the alternative to China Could India become the next Chinaturning into our competitor or even challenging U.S. dominance If you have other topics youd like to read about"
X Link @Jukanlosreve 2025-10-20T05:37Z 34.1K followers, 10.1K engagements
"OCP Conference Focus: Foundries and CoWoS Are No Longer the Bottleneck; AI Chip Bottlenecks Lie in Downstream Value Chains Such as Memory Racks and Power The AI semiconductor industry will see another year of strong growth in 2026 but the investment logic in AI hardware is undergoing a profound shift. On October XX a Morgan Stanley report pointed out that over the past two years the markets focus had been concentrated on upstream capacity bottlenecks such as TSMCs CoWoS packaging and leading-edge process nodes. However according to the latest remarks from NVIDIA and TSMC and the signals from"
X Link @Jukanlosreve 2025-10-21T05:36Z 34.1K followers, 14.6K engagements
"According to GF Securities MediaTek is set to replace Marvell and supply SerDes I/O for Microsofts upcoming MAIA project. $MRVL"
X Link @Jukanlosreve 2025-03-24T02:19Z 34.1K followers, 16.2K engagements
"The chairman said: Today GF Securities speculated that the TPU V8E will also go to MediaTek (MTK) and that it may take over Microsofts order (mainly I/O) from Marvell. As for Broadcom aside from the already known clients Fujitsu is likely to be a new customer forming a lineup of X existing + X potential clients. ByteDances AI accelerator on N5 is with Broadcom while N3 might go to a Taiwanese company. But this area remains under watch since a single strong move by the U.S. could cut everything off. The rough battlefield situation: Broadcom continues to lead the pack MediaTek is looking at"
X Link @Jukanlosreve 2025-03-24T13:22Z 34.1K followers, 8357 engagements
"Dont you think this model from GF Securities is underestimating AMDs AI GPU shipments Or is this just the reality"
X Link @Jukanlosreve 2025-03-25T03:37Z 34.1K followers, 7249 engagements
"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link @Jukanlosreve 2025-06-15T08:20Z 34.1K followers, 29.5K engagements
"Jeff Pu of Hong Kongs GF Securities downgraded AMD citing that the company has implemented order cuts. $AMD"
X Link @Jukanlosreve 2025-08-19T03:34Z 34.1K followers, 25.3K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up 2026 CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO"
X Link @Jukanlosreve 2025-08-28T08:04Z 34.1K followers, 58.1K engagements
"Hong Kong GF Securities annual AI accelerator shipment model: ** Notably GF Securities projects that NVIDIAs total GPU shipments will peak in 2026 and then start to decline. ** AMDs growth is projected at a relatively conservative pace. ** AWS is expected to grow rapidly"
X Link @Jukanlosreve 2025-09-12T08:51Z 34.1K followers, 17.9K engagements
"GF Securities comments on GB200/GB300 production: GB200 to Rubin and VR200 progressing smoothly overall: According to exchanges during SEMICON Taiwan despite concerns about GB200 production issues we observed that major ODMs first-pass yield has improved from 8485% in June to around XX% in September indicating that the target of delivering just over 30000 GB racks in 2025 remains unchanged. We expect production to ramp to 11000 units in 3Q25 and 16000 units in 4Q25. In 2026 we anticipate GB300 will become the main product with performance far surpassing competitors consistent with our"
X Link @Jukanlosreve 2025-09-17T06:01Z 34.1K followers, 11K engagements
"GF Securities Overseas Electronics & Communication ☄ SanDisk: Is NAND approaching its HBM moment ☀ Maintain Outperform rating and raise target price to USD 132: Following our September X upgrade of SanDisk based on supply chain research with memory manufacturers and NAND procurement teams in the smartphone/PC sectors we have become more optimistic on NAND. We believe NAND manufacturers remain disciplined in their 2026 expansion guidance with limited new capacity additions. We estimate overall NAND supply growth in 2026 at XX% including YMTCs planned expansion of 50KPM (about 50000"
X Link @Jukanlosreve 2025-09-17T13:17Z 34.1K followers, 10.3K engagements
"Interesting. Hanwha Semitek (a subsidiary of Hanwha Vision) has recently achieved positive results in its hybrid bonder qualification test with SK hynix"
X Link @Jukanlosreve 2025-10-01T05:40Z 34.1K followers, 6658 engagements
"GF Securities Overseas Electronics & Telecom Report ☄ Dell (DELL US): Significant Growth in GB300 Demand by 2026 Plus Strengthening Storage Business ☀ Upgrade to Buy Target Price USD 175: Dells stock has risen XX% over the past month driven by accelerating AI infrastructure trends. On the AI server side we expect GB300 momentum to pick up speed. We estimate FY26/FY27 NVL72/144 rack shipments will reach 5.5k/10k units supported by demand from xAI and CoreWeave. Meanwhile we expect strong HDD+SSD demand to underpin Dells storage business and support margin performance. In the near term we"
X Link @Jukanlosreve 2025-10-03T02:48Z 34.1K followers, 14.6K engagements
"Analysis of Beneficiaries in Asian Semiconductor and Server Supply Chains from OpenAIs Aggressive AI Infrastructure Expansion (JPM) X. AI Infrastructure Investment Scale and Market Impact OpenAI plans to build AI data centers with a total capacity of 10GW within four years with a total investment of USD XXX billion. Of this USD XXX billion will be executed through a 4.5GW partnership with Oracle with the remainder outsourced to Softbank CoreWeave and others. The AI infrastructure supply chain is already very tight through 2026 and the additional demand is expected to intensify supply"
X Link @Jukanlosreve 2025-10-04T11:08Z 34.1K followers, 121.3K engagements
"Heres one trend you probably dont know about: China is now heavily restricting the export of its own companies battery manufacturing and LCD display equipment to countries like Vietnam and India. Beijing is deeply worried that its advanced industrial technologies could leak abroad. As a result many Indian and Vietnamese companies have recently been visiting South Korea. In fact not long ago Tata Group one of Indias largest conglomerates came to Korea to conduct an on-site inspection to purchase Korean battery manufacturing equipment reportedly worth several billion dollars. I expect Korea to"
X Link @Jukanlosreve 2025-10-05T05:46Z 34.1K followers, 46.6K engagements
"BofA: Why is global capital pouring into the data center industry X. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $X million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $XX million. In total the capital expenditure per MW amounts to roughly $XX million. X. Revenue and Profitability: Each MW can generate $XX million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $XXXX per kWh)"
X Link @Jukanlosreve 2025-10-08T07:49Z 34.1K followers, 91K engagements
"The $X Trillion Mega Deal: Where Does OpenAIs Money Come From Circular Revenue and Equity-for-Purchase: The Financial Engineering Behind a Trillion-Dollar Order OpenAIs financial magic is realized through two distinct yet logically connected modelsthose with AMD and NVIDIA. Together these two structures illustrate how AI compute power has evolved from a mere capital expenditure (CAPEX) into a financialized and securitized asset class. (1) The AMD Model: Performance-Based Equity-for-Purchase The partnership with AMD is unprecedented in semiconductor history. On the surface it looks like OpenAI"
X Link @Jukanlosreve 2025-10-08T09:18Z 34.1K followers, 76.5K engagements
"Exclusive Samsung 2nm Hits Another Milestone Sample Supply to Qualcomm for Next-Gen AP Samsung Electronics has supplied Qualcomm with a next-generation application processor (AP) sample built on its 2nm process signaling a potential revival of collaboration between the two companies. Industry analysts believe Samsung Foundrys technology has entered a more stable phase in terms of both performance and yield increasing the likelihood of additional orders from Qualcomm. According to multiple semiconductor industry sources on the 10th Samsung Foundry recently provided Qualcomm with a sample of"
X Link @Jukanlosreve 2025-10-10T01:37Z 34.1K followers, 29.1K engagements
"Prices rise but meaning fades: the twilight of the DDR4 era Once considered a key barometer of the DRAM market DDR4 (Double Data Rate 4) memory prices are losing their significance as an indicator of industry trends. With the PC and server markets rapidly transitioning to DDR5 global memory manufacturers are steadily cutting back DDR4 production. As a result the recent spike in DDR4 prices is viewed not as a sign of market recovery but as a temporary phenomenon driven by shrinking supply. According to industry sources on the 10th major DRAM makers such as Samsung Electronics SK Hynix and"
X Link @Jukanlosreve 2025-10-10T06:12Z 34.1K followers, 17.8K engagements
"Each humanoid robot requires XXX kg of rare-earth metals comparable to that of an electric vehicle including XX rotary and linear actuators for joints and XX actuators for the hands. The humanoid robot revolution could trigger $XXX billion worth of demand for key rare-earth minerals yet the United States relies on China for XX% of its magnet imports and it takes XXXX years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China"
X Link @Jukanlosreve 2025-10-11T06:08Z 34.1K followers, 114.9K engagements
"BofA) AMD CFO Conference Call: Positive on OpenAI Deal Opens Opportunity for Market Share Expansion CFO Conference Call Suggests Strong AI Supply Expansion Visibility Maintains Buy Rating This morning we hosted a conference call with AMDs Chief Financial Officer (CFO) Jean Hu and Vice President of Financial Strategy and Investor Relations (IR) Matthew Ramsay attended by many investors. The key points are as follows: X. OpenAIs first 1GW buildout will be shipped in the second half of 2026 using the MI450 series racks with most deliveries concentrated in Q4. X. AMDs supply contribution will"
X Link @Jukanlosreve 2025-10-11T11:40Z 34.1K followers, 34.2K engagements
"NVIDIA NDR Commentary: Broad Prospects for AI Infrastructure Competitive Dynamics Remain Strong Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley stated that at its investor meeting in Boston NVIDIA emphasized that its AI growth is still in the early stages particularly that agentic AI applications in enterprise and industrial scenarios remain in the embryonic phase. Management presented strong arguments supporting the durability of NVIDIAs competitive position and reiterated an Overweight (OW) rating. Management noted that current AI demand growth is mainly driven by the migration of"
X Link @Jukanlosreve 2025-10-12T06:54Z 34.1K followers, 57.1K engagements
"251014_Broadcom: Partnership with OpenAI reinforces Broadcoms technology advantage in custom silicon - Goldman Sachs (1) This collaboration includes the joint development of Scale-up and Scale-out network systems utilizing Broadcoms AI accelerators and Ethernet solutions. (2) Deployment is expected to begin in 2H26 and be completed by the end of 2029. (3) We view this announcement as a positive catalyst for Broadcom reaffirming the companys technological leadership in the ASIC domain. (4) While it has not been disclosed whether this agreement involves any equity investment or financing we"
X Link @Jukanlosreve 2025-10-13T23:50Z 34.1K followers, 11.9K engagements
"Another AI circular trade SoftBanks subsidiary ARM has received a multibillion-dollar CPU order from OpenAI. At the same time SoftBank has agreed to purchase several billion dollars worth of AI technology from OpenAI every year starting this year including technologies that could help ARMs subsidiaries shorten their chip development cycles. This is insane"
X Link @Jukanlosreve 2025-10-14T02:02Z 34.1K followers, 68.3K engagements
"But thats fascinating. How could OpenAI possibly develop AI technology related to semiconductors Of course since OpenAI is taking the lead in designing the ASIC with Broadcom its undeniable that they already have some semiconductor design capabilities. But this sounds like OpenAI is entering the EDA territory the realm of Cadence and Synopsys. How are they even able to do that"
X Link @Jukanlosreve 2025-10-14T02:05Z 34.1K followers, 30K engagements
"Samsung regains the throne in the memory market overtaking SK Hynix to reclaim the No. X spot In the third quarter of 2025 Samsung Electronics recorded $XXXX billion in memory sales surpassing SK Hynix (which posted $XXXX billion) to reclaim the top position in the global memory market. Samsungs recovery was driven by strong demand for commodity DRAM and NAND. Although its HBM business underperformed earlier this year it is expected to enter a full-fledged growth phase starting next year supported by HBM3E and HBM4. With continued momentum in both commodity DRAM and HBM Samsung is projected"
X Link @Jukanlosreve 2025-10-14T05:58Z 34.1K followers, 12.8K engagements
"I dont care if AGI never comes anymore. Im going to keep using ChatGPT"
X Link @Jukanlosreve 2025-10-14T23:15Z 34.1K followers, 15.2K engagements
"Exclusive Samsung Electronics Considers Disbanding HBM4 Yield TF Aiming for Nvidia Supply Through Speed Race Samsung Electronics is reportedly considering disbanding the task force (TF) dedicated to improving the yield of its 10-nanometer (nm)-class 6th-generation (1c) DRAM which will be applied to the next-generation High Bandwidth Memory X (HBM4). The move reflects an urgent determination to prioritize the mass production of HBM4 for Nvidia supply within this year. The 10-nm class DRAM process technology develops sequentially through the stages of 1x (1st generation) 1y (2nd) 1z (3rd) 1a"
X Link @Jukanlosreve 2025-10-15T02:34Z 34.1K followers, 46.5K engagements
"TSMC (TW.2330) FY3Q25 Earnings Results FY3Q25 Results Revenue: US$33.1B (+10% QoQ +41% YoY) X% above consensus Gross Profit Margin (GPM): XXXX% (+1ppt QoQ +2ppt YoY) above consensus (58.9%) Revenue Breakdown by Segment: HPC (High Performance Computing): XX% (3ppt QoQ +6ppt YoY) Smartphone: XX% (+3ppt QoQ 4ppt YoY) Internet of Things (IoT): X% (0ppt QoQ 2ppt YoY) Automotive: X% (0ppt QoQ 0ppt YoY) Others: X% (1ppt QoQ 0ppt YoY) Digital Consumer Electronics: X% (+1ppt QoQ 0ppt YoY) Advanced Node Mix (7nm): XX% (0ppt QoQ +5ppt YoY)"
X Link @Jukanlosreve 2025-10-16T05:40Z 34.1K followers, 17.4K engagements
"U.S. Big Techs Accelerate Decoupling from China Americas big tech companies are increasingly joining the ranks of those moving away from Chinaexcluding Chinese-made components or shifting production bases to other countries. As the United States and China continue a fierce standoff not only in trade but also in advanced industries such as artificial intelligence (AI) and semiconductors this move is seen as an attempt to minimize political risks stemming from U.S.-China tensions. According to Nikkei Asia citing multiple industry sources familiar with the matter Microsoft (MS) Amazon Web"
X Link @Jukanlosreve 2025-10-16T12:12Z 34.1K followers, 25.2K engagements
"AI Investment Cycle Is Not Excessive Entering a Sustainable Build-Out Phase (Goldman Sachs) X. Sustainability of the Investment Cycle Despite massive AI infrastructure investments by major firms such as OpenAI Nvidia AMD and Broadcom (totaling over USD XXX billion) the current scale of AI investment remains below X% of U.S. GDP a manageable level compared to previous tech cycles that peaked between 25%. The productivity-driven economic value from AI (PDV estimated at USD X trillion) is projected to far exceed the cumulative investment over time. From a macroeconomic perspective the overall AI"
X Link @Jukanlosreve 2025-10-16T12:19Z 34.1K followers, 9005 engagements
"Will OpenAI sign a contract with Micron $MU"
X Link @Jukanlosreve 2025-10-16T12:40Z 34.1K followers, 22.8K engagements
"OpenAI has budgeted a staggering $XXX billion in server expenses through 2030.- the information"
X Link @Jukanlosreve 2025-10-16T13:10Z 34.1K followers, 100K engagements
"2330 TSMC: U.S. Brokerage Firms Raise Target Prices TSMCs Q3 gross profit margin (GPM) and EPS exceeded expectations from major U.S. securities firms and its Q4 revenue and GPM outlook also surpassed market forecasts. As a result the company raised both its full-year revenue guidance and capital expenditure (CAPEX). Following the earnings release major U.S. brokers revised their EPS estimates for 20252027 upward to $XXXX / $XX / $XXXXX and simultaneously increased their target prices based on a 2026E PER of 22x. Management stated that they plan to significantly expand CoWoS production"
X Link @Jukanlosreve 2025-10-17T00:19Z 34.1K followers, 10.7K engagements
"TSMCs Hidden Strategy to Dominate Global AI Why C.C. Weis Tone Has Changed Another spoiler from TSMCs earnings call. In the third quarter of 2025 TSMC posted a net profit of NT$452.3 billion hitting a new record and meeting expectations. Cumulative profit for the first three quarters reached NT$1.21 trillion already surpassing the NT$1.17 trillion achieved in all of 2024. What caught attention was Chairman C.C. Weis noticeably different attitude. Gone were the bold declarations of having no competitors. For the first time he described TSMCs expansion plans as guided by discipline. His"
X Link @Jukanlosreve 2025-10-17T00:56Z 34.1K followers, 23.1K engagements
"Goldman Sachs) TSMC: Strong 3Q GM Performance; Sustained AI Growth to Keep Multi-Year Trajectory; Raises TP to $XXX Maintains Buy Rating X. AI Demand Expansion TSMC held its 3Q25 earnings call on October XX 2025. The company reported a strong gross margin (GM) for the quarter and its 4Q GM guidance indicated a further 50bps (0.5ppt) improvement quarter-over-quarter. We believe one of the most important takeaways from the call was TSMCs progressively more positive stance on AI. Management acknowledged that AI token generation is growing exponentially every three months confirming that demand"
X Link @Jukanlosreve 2025-10-17T01:10Z 34.1K followers, 18.9K engagements
"Exclusive Samsung Electronics Bets Big on EUV in MemoryCounters SK hynix with Facility Investment Following its adoption of the latest EUV (Extreme Ultraviolet) lithography equipment for its foundry (contract manufacturing) business Samsung Electronics is now expanding its production capacity in memory as well having secured five additional EUV lithography machines dedicated to its memory division. Coinciding with the arrival of the memory supercycle the competition between Samsung and SK hynix is heating up as both companies ramp up investments in semiconductor manufacturing equipment to"
X Link @Jukanlosreve 2025-10-17T02:12Z 34.1K followers, 37.9K engagements
"Frankly Im deeply concerned. When Micron was sanctioned by China the Biden administration and U.S. political circles pressured South Korea not to allow Samsung or SK hynix to fill Microns market void. Now Micron has effectively withdrawn from half of its memory business in China. (According to Reuters Micron will continue to operate in China only for automotive and smartphone memory.) So what will the U.S. ask of South Korea this time Im genuinely worried"
X Link @Jukanlosreve 2025-10-17T06:29Z 34.1K followers, 64.4K engagements
"Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization potential. Germanys Deutsche Bank recently reported that consumer spending on ChatGPT in the European market has been virtually stagnant since May 2025. This suggests that ChatGPT the symbolic product of the AI boom may have already reached its peak in attracting new paying subscribers. Although OpenAI CEO Sam Altman announced"
X Link @Jukanlosreve 2025-10-17T07:10Z 34.1K followers, 439.1K engagements
"Has ChatGPTs paid subscriber growth already hit its limit"
X Link @Jukanlosreve 2025-10-17T07:12Z 34.1K followers, 49.9K engagements
"Damn it does anyone know which company this is This is really huge. $INTC"
X Link @Jukanlosreve 2025-10-17T14:02Z 34.1K followers, 110.5K engagements
"Morgan Stanley - Chinas Rare Earth Controls: Strategy or Tactic China hopes to use rare earth controls to counter US technology barriers. However its long-arm jurisdiction mechanism is still in its nascent stages and implementation may require repeated refinement. Tactically there is a possibility that the situation could be de-escalated through negotiations between China and the US. Strategically however the competitive and confrontational landscape in the technology sector between the two sides is set to deepen. China recently tightened its control over rare earths: effective December X any"
X Link @Jukanlosreve 2025-10-18T09:28Z 34.1K followers, 63K engagements
"Market share in China: X% U.S. restrictions on Nvidia hit Korean memory industry as well Nvidias position in Chinas AI semiconductor market is faltering. As the U.S.-China rivalry over AI semiconductors intensifies sales of advanced chips in the Chinese market have become virtually impossible. The memory industry which supplies products to Nvidia is also being negatively affected. According to industry sources on the 19th the U.S.-China conflict surrounding AI semiconductors has raised concerns that demand for Nvidia-related memory products such as HBM (High Bandwidth Memory) could"
X Link @Jukanlosreve 2025-10-19T01:54Z 34.1K followers, 7838 engagements
"Honestly I never imagined my tweet would spark such a strong reaction. When I woke up this morning I found several DMs saying things like How dare you insult America and An amateur like you shouldnt take part in such discussions. I was merely sharing my own thoughts I truly didnt expect them to have this kind of reach or influence. To those who felt offended I offer my sincere apologies. I never intended to insult or criticize the United States. America is a truly great nation and I recognize that better than anyone. To everyone who may have been hurt by my narrow perspective I sincerely"
X Link @Jukanlosreve 2025-10-19T02:11Z 34.1K followers, 53.7K engagements
"Is AI capital expenditure too feverish Goldman Sachs: Were nowhere near that yet In recent days the massive capital expenditures in the AI field have sparked market concerns about their sustainability. A latest research report from Goldman Sachs makes it clear that the current scale of AI investment is far from overheated and is sustainable which means the macro story of AI infrastructure build-out remains solid. On October XX Goldman Sachs latest report argues that the scale of AI investment is not excessive that the current technological backdrop still supports AI capital spending and that"
X Link @Jukanlosreve 2025-10-19T10:10Z 34.1K followers, 64.9K engagements
"KLA 2026 Outlook Remains Solid; RPO and DRAM Concerns Expected to Ease Morgan Stanley (J. Moore Oct XX 2025) Morgan Stanley expects KLAs December-quarter revenue to remain flat quarter-on-quarter at around $XXX billion slightly above the market consensus of $XXXX billion and in line with buy-side expectations. The firm maintains its 2026 earnings growth forecast at +10% (higher than the markets +7.2%) believing that as concerns over RPO (Remaining Performance Obligations) and DRAM exposure fade market expectations will converge toward Morgan Stanleys view. Addressing the markets three main"
X Link @Jukanlosreve 2025-10-20T01:50Z 34.1K followers, 6320 engagements
"(Exclusive) TSMCs Share of Revenue from China Continues to Fall Bitmain Halved Huawei-Affiliated Sophgo Down to Zero Fueled by expanding orders from major U.S. clients such as Apple and NVIDIA TSMC achieved record-high earnings in Q3. The company has raised its full-year revenue growth guidance to around +35% (USD) projecting total sales of approximately $XXX billion. However according to supply chain sources while NVIDIAs contribution has surged rapidly the order and wafer input activity from Chinese clients warrants closer attention. Sophgo () which came under U.S. sanctions reportedly used"
X Link @Jukanlosreve 2025-10-20T03:12Z 34.1K followers, 9493 engagements
"Wait a moment on second thought the third topic might sound a bit too sensitive. What I actually meant to explore was whether Indias rapid growth and increasingly independent diplomacy could lead to a postPax Americana world where Western or U.S. dominance gradually declines. I have absolutely no negative feelings toward India in fact I sincerely hope for its continued rise and success"
X Link @Jukanlosreve 2025-10-20T05:38Z 34.1K followers, 4046 engagements
"Exclusive Galaxy S26 confirmed to feature Exynos 2600six times faster than Apples chip The upcoming Galaxy S26 series set for release early next year will be equipped with Samsungs in-house application processor (AP) the Exynos 2600. It is reported that not only the base and Plus models but also the flagship Ultra model will likely adopt the chip. This marks the first time in four yearssince 2022that Samsung has used its own Exynos AP in a flagship model. According to industry sources on the 20th Samsung Electronics has decided to use the Exynos 2600 in the Galaxy S26 and has begun mass"
X Link @Jukanlosreve 2025-10-20T08:06Z 34.1K followers, 85.2K engagements
"@neiltwitz @Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @EETimesAsia @EETimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook @SKhynix @MicronTech @Broadcom @WilliamLi_CY @MobilePeter @CircuitDigest @AMD @TXInstruments @ASMLcompany @simonsegars @renehaas237 @pnwilliamson @asu_PH @AlexandraHarrod @SoftBank_Group @ashwath_rao80 @romero @ArmMobile @NikkeiAsia Arent those numbers a bit too"
X Link @Jukanlosreve 2025-10-20T08:22Z 34.1K followers, XXX engagements
"Who could have imagined this ten years ago Today Germany is running a trade deficit with China in the automotive sector. Does that even make sense"
X Link @Jukanlosreve 2025-10-20T12:12Z 34.1K followers, 46.4K engagements
"Honestly DeepSeek trades better than I do. A XX% return thats insane. How many more years do you think hedge fund traders will be able to keep their jobs Wont the profession of trader disappear within the next ten years"
X Link @Jukanlosreve 2025-10-20T13:19Z 34.1K followers, 153K engagements
"Meta: Meta plans to prioritize QLC NAND adoption in its data centers to reduce costs. As a result analysts reaffirmed a positive view on Phison (8299). ASIC Segment: Broadcoms custom ASIC project for OpenAI is expected to enter small-scale production between late 2026 and early 2027. AWS Trainium3: There are no signs of production cuts. Analysts maintain a positive outlook on Alchip (3661)"
X Link @Jukanlosreve 2025-10-21T00:30Z 34.1K followers, 12.4K engagements
"AI Industry Chain Earnings Season Preview: Barclays: Good News May Be Priced In. Focus on NVIDIA Broadcom AMD Barclays released its latest report ahead of the U.S. semiconductor Q3 earnings season making a major adjustment to its investment strategy for the AI industry chain. While the firm maintains its view that the AI investment cycle is still in its early stages it warns that for some names all the benefits from AI deployment are already sufficiently reflected in share prices. It advises investors to concentrate AI exposure on the three leadersNVIDIA Broadcom and AMDwhile downgrading"
X Link @Jukanlosreve 2025-10-21T01:35Z 34.1K followers, 40.1K engagements
""More importantly Marvells actual share could be far below XX% and the company lacks a clear ASIC project pipeline beyond Trainium X. In optics the 800G upgrade cycle could lift 2026 revenue by XX% to around $XXX billion but Barclays research at the European Conference on Optical Communication (ECOC) indicates Broadcom is taking the lead in 1.6T." 👀"
X Link @Jukanlosreve 2025-10-21T01:45Z 34.1K followers, 19.8K engagements
"Was Anthropic the fourth customer of Broadcom If so what happens to the rumor that Anthropic rents Googles TPU"
X Link @Jukanlosreve 2025-10-21T02:03Z 34.1K followers, 31.3K engagements
"Surging demand depleted inventories memory is already a sellers market Morgan Stanley: investors shouldnt exit on peak fears The demand wave triggered by AI is reshaping the global memory market. On October XX Morgan Stanley noted in its latest report that the memory (storage) sector is in the early to middle stages of a strong up-cycle and that even though related share prices have hit record highs the best part of the rally may still lie aheadso investors should not leave the market too early due to peak fears. Worsening supply shortage shifting to a sellers market Through channel checks"
X Link @Jukanlosreve 2025-10-21T05:46Z 34.1K followers, 8687 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"
X Link @Jukanlosreve 2025-06-01T05:21Z 34.1K followers, 25.5K engagements
"Marvell wins OpenAI inference ASIC order $MRVL"
X Link @Jukanlosreve 2025-08-14T03:20Z 34.1K followers, 58.5K engagements
"Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly"
X Link @Jukanlosreve 2025-09-04T08:58Z 34.1K followers, 7978 engagements
"@TShirtnJeans2 @DicksonPau I dont really have an opinion on that. But one things for sure: TPU is the most successful ASIC and the reason customers choose Broadcom is because Broadcom can build replicas of the TPU. Just look at the chips Marvell made they fall way short of the TPU dont they"
X Link @Jukanlosreve 2025-09-05T01:10Z 34.1K followers, XXX engagements
"The next bottleneck for AI after power will be water. Isnt that a fascinating topic Morgan Stanley projects that by 2028 AIs water consumption will reach about XXXXX billion liters annually an 11x increase compared to 2024. Of course the absolute scale is still small compared to agriculture industry or domestic use. But the growth rate (CAGR) which we all love to look at is by far the fastest among all industries. Whats more with over half of data center hubs already located in medium or higher water-stressed regions I think the bottleneck effect from water is unavoidable. Im planning to"
X Link @Jukanlosreve 2025-09-08T14:46Z 34.1K followers, 66.8K engagements
"From Korean local securities firms: 20262027 Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X"
X Link @Jukanlosreve 2025-09-11T11:31Z 34.1K followers, 19.8K engagements
"ALIBABA AND BAIDU HAVE BEGUN TRAINING THEIR AI MODELS USING CHIPS THEY PRODUCED IN-HOUSE THE INFORMATION"
X Link @Jukanlosreve 2025-09-11T23:38Z 34.1K followers, 49.5K engagements
"KIS: SK hynix (000660) Target Price 560000 KRW 3Q25 Preview: Venturing into Uncharted Territory 3Q25 Earnings Expected to Beat Consensus We project Q3 revenue of XXXX trillion KRW (+13% QoQ +43% YoY) and operating profit of XX trillion KRW (+31% QoQ +71% YoY) exceeding the consensus estimate of XXXX trillion KRW by 11%. Server DRAM demand is surging and DRAM bit growth in Q3 is expected to surpass guidance. NAND will also exceed expectations driven by soaring demand for QLC eSSDs used in AI storage boosting both revenue and profit at subsidiary Solidigm. HBM sales once again surpassed plan in"
X Link @Jukanlosreve 2025-10-02T07:59Z 34.1K followers, 40.9K engagements
"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next XX years"
X Link @Jukanlosreve 2025-10-02T11:55Z 34.1K followers, 41.7K engagements
"Lets look back at the peak of the memory cycle in 2017. At that time engineers at Samsung and SK Hynix had to write formal reports to their superiors if they made even a single mistake on a wafer that resulted in a defect or scrap. Every single chip immediately translated into money once it reached the market. Today things arent quite as strict about each wafer as they were back then. But as some say it might soon return to that state. The memory supercycle is coming"
X Link @Jukanlosreve 2025-10-03T23:48Z 34.1K followers, 13.9K engagements
"I wrote an article selecting the key contents from The Trust Game a book authored by former and current vice presidents of SK hynix to explain how Hynix beat Samsung and claimed the throne of HBM. As an appendix I also introduce a Korean materials parts and equipment company that I recommend buying"
X Link @Jukanlosreve 2025-10-04T09:37Z 34.1K followers, 40.4K engagements
"Samsung vs. SK Hynix: A Showdown Over the XXX Trillion Won AI DRAM 'Gold Mine'. Who Will Emerge Victorious "South Korea's annual exports could increase into the multi-hundred billion U.S. dollar range." This was the assessment from the global tech industry after Sam Altman CEO of OpenAI who visited South Korea on the 1st requested that Samsung Electronics and SK Hynix "supply over 900000 wafers per month of advanced DRAM (based on wafer input) for the Stargate project." This implies that Samsung Electronics and SK Hynix could add at least $XXX billion (approximately XXX trillion won) annually"
X Link @Jukanlosreve 2025-10-05T12:20Z 34.1K followers, 67.4K engagements
"On the AI Circular Structure: Morgan Stanley Lack of Disclosure Makes True Risk Assessment Difficult According to Morgan Stanley OpenAIs contracts account for two-thirds of Oracles remaining performance obligations (RPO) and about XX% of CoreWeaves RPO. In total OpenAI-related contracts are estimated to represent over $XXX billion out of the combined $XXX billion RPO of Microsoft Oracle and CoreWeave. This high concentration in a single customer means that the future growth and success of these suppliers are tightly bound to OpenAIs fate. The AI Gamble of Hyperscale Data Center Operators To"
X Link @Jukanlosreve 2025-10-09T04:39Z 34.1K followers, 203.5K engagements
"Why didnt I think of this sooner The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers) narrowing the cost gap between NVIDIA chips and ASICs to around XX% on average. Jensen Huang is doing whatever it takes to eliminate his competitors"
X Link @Jukanlosreve 2025-10-09T11:08Z 34.1K followers, 75.7K engagements
"TSMC surpasses XX% foundry market share. Samsungs share falls by 1%. TSMC is the Rockefeller of semiconductors"
X Link @Jukanlosreve 2025-10-10T00:46Z 34.1K followers, 81.8K engagements
"AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova Siemens Energy and Mitsubishi Heavy Industries Are Responding The U.S. power crunch triggered by AI data centers has thrust the traditional industrial equipment medium and large gas turbines (heavy gas turbines) into the center of a new technological revolution. Market demand is surging at a breakneck pace and the three giants of gas turbine manufacturing GE Vernova Siemens Energy and Mitsubishi Heavy Industries (MHI) are entering a golden era with orders and prices rising in tandem. However despite"
X Link @Jukanlosreve 2025-10-11T09:59Z 34.1K followers, 69.1K engagements
"FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate"
X Link @Jukanlosreve 2025-10-12T12:04Z 34.1K followers, 752.3K engagements
"This is a highly important point. Samsung Electronics and SK Hynixs total DRAM capacity in 2026 is expected to increase only slightly (+single-digit). However all of that incremental capacity will go toward HBM while general DRAM capacity will actually decline. In other words general-purpose DRAM will continue to suffer from persistent supply shortages"
X Link @Jukanlosreve 2025-10-13T01:22Z 34.1K followers, 36.6K engagements
"Goldman Sachs) AI/Data Center Power Demand: The Six Ps Driving Growth and Constraints As AI investment and traditional data demand continue to rise we are revisiting our data center power demand outlook and the six key drivers (Ps) that act as both upside and downside catalysts: Pervasiveness of AI Productivity of servers and computing Prices of electricity required to expand supply Policy initiatives Parts availability for securing diverse power sources and People availability for building and maintaining infrastructure. We now forecast total data center power demand (AI + non-AI) to grow"
X Link @Jukanlosreve 2025-10-13T14:34Z 34.1K followers, 61.2K engagements
"I cant believe this is actually AI. Created a live-action Chainsaw Man film set with AI"
X Link @Jukanlosreve 2025-10-13T15:52Z 34.1K followers, 125.2K engagements
"The peak of the AI semiconductor cycle will come in 2028 Samsung and SK Hynixs earnings will double over the next three years The artificial intelligence (AI) semiconductor cycle is expected to reach its peak in 2028 and by then the earnings of Samsung Electronics (005930) and SK Hynix (000660) are projected to more than double from current levels. At a press briefing hosted by the Korea Exchange on the 14th Noh Geun-chang head of research at Hyundai Motor Securities said Considering NVIDIA CEO Jensen Huangs comment that data center investments will reach $X trillion (about KRW 1427 trillion)"
X Link @Jukanlosreve 2025-10-14T03:39Z 34.1K followers, 16.8K engagements
"Should we (South Korea) stand up to China For example by sanctioning Chinese shipbuilding companies"
X Link @Jukanlosreve 2025-10-14T04:53Z 34.1K followers, 39.6K engagements
"I believe SK hynix will continue to maintain its leadership but Samsung will catch up faster than the market expects. While the leader suffers from pessimism about losing market share optimism and expectations of gaining share tend to surround the second place. Samsung is still cheap"
X Link @Jukanlosreve 2025-10-14T23:46Z 34.1K followers, 11K engagements
""An insider explained Samsungs management believes that even with a lower DRAM yield if it can achieve better HBM4 performance than competitors it can change the market landscape currently dominated by SK hynix. Thats why theyre pursuing selection and concentration even at the cost of disbanding the 1c DRAM yield-improvement TF to accelerate the HBM4 timeline.""
X Link @Jukanlosreve 2025-10-15T02:35Z 34.1K followers, 14.8K engagements
"Chinese media reported that Qiyunfang a subsidiary of SiCarrier which is itself a subsidiary of Huawei showcased one of Chinas most advanced EDA tools today at the SEMiBAY 2025 event. Isnt it fascinating When lithography tools were sanctioned the company developing alternatives was Huawei. When EDA tools were sanctioned the company creating replacements was also Huawei. China cannot exist without Huawei"
X Link @Jukanlosreve 2025-10-15T04:59Z 34.1K followers, 38K engagements
"Prediction: Could OpenAI be about to announce a partnership with Intel"
X Link @Jukanlosreve 2025-10-15T23:35Z 34.1K followers, 43.1K engagements
"How did Micron achieve faster HBM4 speeds As competition heats up in the high-bandwidth memory (HBM) market ahead of the launch of NVIDIAs next-generation Rubin platform in 2025 Micron Technology has drawn attention by announcing that it has achieved per-pin speeds comparable to Samsung Electronics and SK hynix with its sixth-generation HBM (HBM4). Initially the industry expected Micron often seen as a latecomer in HBM to deliver around X Gbps per pin. However during its most recent earnings conference call Micron revealed that its HBM4 operates at XX Gbps per pin a significant leap that"
X Link @Jukanlosreve 2025-10-16T01:05Z 34.1K followers, 14.3K engagements
"AI Reconfigures the Entry Point of Web Traffic Morgan Stanley: Vertical Sites Are Safe in the Short Term but Face Long-Term Risk of Losing Traffic to AI Generative AI is reshaping how users discover information posing a potential challenge to internet platforms that depend on traffic. In a report released on October XX Morgan Stanley stated: At present AI represented by ChatGPT is less a substitute or destroyer of platforms than it is an information distributor and function enabler. In the short term leading vertical sites with strong brand power and data moats remain solid. However in the"
X Link @Jukanlosreve 2025-10-16T03:08Z 34.1K followers, 9119 engagements
"Exclusive Not Selling Well at All Samsung to Discontinue Ultra-Slim Galaxy Edge Line Samsung Electronics has decided to discontinue its ultra-slim smartphone lineup the Edge series. The decision comes just five months after the company ambitiously launched the ultra-slim line in May. The key reason cited is that sales fell far short of expectations. As a result at the Galaxy S26 series Unpacked event in January next year it is highly likely that Samsung will return to its traditional three-model lineup: the S26 (Pro) Plus and Ultra. According to NewsPims coverage on the 16th Samsung recently"
X Link @Jukanlosreve 2025-10-16T06:35Z 34.1K followers, 228.6K engagements
"TSMC CEO remarks Mass production of the 2nm process is scheduled to begin in the latter part of Q4. The A16 node will enter mass production in the second half of next year. AI chip demand remains far stronger than expected three months ago and the overall demand momentum continues. Regarding CAPEX he stated that its unlikely to suddenly decrease in any given year reaffirming TSMCs commitment to maintaining a high level of investment for the coming years. The company is making full-scale efforts to expand CoWoS advanced packaging capacity by 2026. Current AI-related packaging and production"
X Link @Jukanlosreve 2025-10-16T07:07Z 34.1K followers, 64.1K engagements
"Microns Big Bet Skipping the 8th Generation 10nm Heading Straight for 9nm DRAM U.S. memory semiconductor company Micron Technology is accelerating its development of sub-10nm process technology. As competition with Samsung Electronics and SK hynix intensifies Micron appears to be rushing to develop its first 9nm process DRAM. According to the semiconductor industry on the 16th Micron is currently weighing whether to skip its 8th-generation 10nm process. An industry insider familiar with the matter said Micron has two internal roadmap scenarios. After 1d (7th-generation 10nm) there is 1e"
X Link @Jukanlosreve 2025-10-16T12:08Z 34.1K followers, 31K engagements
"Citi) Micron Following the Footsteps of AI: DRAM Expected to Face Unprecedented Demand Next; Margins to Return to Peak Levels Estimates and Target Price Raised We believe that DRAM will be the next semiconductor to sign long-term contracts with AI-related companies similar to what has happened with NVIDIA (NVDA) AMD and Broadcom (AVGO) due to its critical role in the AI ecosystem and the emerging supply shortage. This will benefit Micron through higher and more sustainable DRAM prices driving its gross margins back to the peak XX% range and boosting peak EPS to over $XXXXX nearly double its"
X Link @Jukanlosreve 2025-10-16T12:38Z 34.1K followers, 29.7K engagements
"The Information reported that Oracle incurs a XXX% loss in the process of leasing out NVIDIA B200 GPUs"
X Link @Jukanlosreve 2025-10-16T23:20Z 34.1K followers, 57.7K engagements
"Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI"
X Link @Jukanlosreve 2025-10-16T23:46Z 34.1K followers, 272K engagements
"Chinas Small Modular Reactor (SMR) Enters Trial Operation Six Months to Commercial Operation Chinas small modular reactor (SMR) the first of its kind in the world has entered the trial operation stage. The low-temperature functional test marks the first phase of nuclear plant commissioning designed to verify whether the cooling water system and other equipment operate normally under high-pressure conditions. Through this test the China National Nuclear Corporation (CNNC) announced that the integrity of the pressure boundary had been confirmed. Next CNNC will conduct a series of steps"
X Link @Jukanlosreve 2025-10-17T04:10Z 34.1K followers, 79K engagements
"Samsung Foundry Wins Hyundai Motors 8nm Automotive Chip Order Samsung Electronics foundry division has secured an order from Hyundai Motor Company to manufacture automotive semiconductors using its 8-nanometer (nm one-billionth of a meter) process and is now preparing for mass production. However the long-anticipated 5nm autonomous driving chip order is reportedly postponed to next year. Following its July win of Teslas next-generation high-performance AI chip (AI6) Samsung Foundrys latest deal with Hyundai Motor signals rapid expansion in its automotive semiconductor business. According to"
X Link @Jukanlosreve 2025-10-17T05:26Z 34.1K followers, 11.7K engagements
"They dont want to learn something new Garg said. Theyre like OK AMD systems are X% or XX% cheaper. So what 💯"
X Link @Jukanlosreve 2025-10-17T13:42Z 34.1K followers, 19.1K engagements
"Goldman Sachs: AI Capex Boom Will Continue to Drive S&P XXX Cash Spending in 2026 We forecast that total cash spending by S&P XXX companies will reach $XXX trillion in 2026 up XX% from 2025. We expect capital expenditures (capex) to see the fastest growth (+17% YoY) driven by AI hyperscaler investment while cash M&A will also rebound (+15%). According to our estimates XX% of total cash spending will go toward capex and R&D XX% toward shareholder returns (buybacks and dividends) and X% toward cash M&A. Strong earnings growth supportive monetary and fiscal policies and AI-related investments"
X Link @Jukanlosreve 2025-10-17T13:46Z 34.1K followers, 65K engagements
""If this project goes well we expect the next few generations of the Maia chip to also be manufactured (fabbed) at Intel. The last sentence is not an evaluation of Intels 18A or 18AP process but rather a general statement about the project as a whole. From a process standpoint as SemiAccurate has been saying for years everything is proceeding smoothly without any issues." from Semiaccurate"
X Link @Jukanlosreve 2025-10-17T14:06Z 34.1K followers, 42.2K engagements
"I wrote a piece today thats not about technical or industrial analysis but rather a look back at history. Its also a topic Ive been personally interested in for quite some time. Why did Europe lose semiconductors"
X Link @Jukanlosreve 2025-10-18T03:02Z 34.1K followers, 52.3K engagements
"At TSMC PhD-level engineers work in three rotating shifts. The fabs in Taiwan run XX hours a day without stopping. Do you really think Americans would work like this Or even want to And lets assume for the sake of argument that the work culture in the U.S. changes to make people work that hard. Even then would American talent really want to work in fabs I believe they wouldnt theyd choose to go into other fields instead"
X Link @Jukanlosreve 2025-10-18T05:43Z 34.1K followers, 867.7K engagements
"My point is simple. In the U.S. there are just too many high-paying jobs. In Taiwan or Korea semiconductor engineers are among the highest-paid professionals. But is that really the case in America"
X Link @Jukanlosreve 2025-10-18T05:46Z 34.1K followers, 37.4K engagements
"What do you think about this "Furthermore if the United States further expands its technological countermeasures it could also slow down China's localization process. China's semiconductor self-sufficiency rate is currently at a low level of XX% and our industry analysts expect it to increase to XX% by 2027. Even in the field of advanced-process logic chips where localization has made faster progress domestic Chinese GPUs will only be able to meet XX% of the country's AI demand by 2027.""
X Link @Jukanlosreve 2025-10-18T09:33Z 34.1K followers, 9586 engagements
"Honestly this is the first time Ive ever felt FOMO about gold. Do you think I should buy some now"
X Link @Jukanlosreve 2025-10-19T00:37Z 34.1K followers, 13.4K engagements
"Well pay you $140000 a year Why is Micron looking for Korean engineers Micron Technology the worlds third-largest memory semiconductor company is actively recruiting Korean engineers. According to industry sources on the 19th Micron has recently been conducting experienced-hire recruitment of Korean semiconductor engineers from companies such as Samsung Electronics and SK Hynix through the global business networking platform LinkedIn for positions at its fab (factory) in Taichung Taiwan. The Taiwan plant is Microns largest DRAM production base and also manufactures high-bandwidth memory (HBM)"
X Link @Jukanlosreve 2025-10-19T01:51Z 34.1K followers, 37.9K engagements
"I would be grateful if you could understand that what I raised was merely a question. I tried to base my post on various sources for instance how TSMC fabs take about XX months to build in Taiwan but nearly XX months or more in the United States and I genuinely aimed to make a reasonable point. However it seems that many of you did not see it that way. Once again I sincerely apologize"
X Link @Jukanlosreve 2025-10-19T02:12Z 34.1K followers, 5872 engagements
""According to SemiAnalysis $INTC is partnering with $NVDA to use Gaudi X together with B200 for AI inference This setup delivers around XXX better performance per cost compared to using B200 alone" interesting"
X Link @Jukanlosreve 2025-10-19T22:33Z 34.1K followers, 30.6K engagements
"UBS: DDR and NAND Prices Significantly Raised SK hynix and Samsung to Benefit the Most UBS (T. Arcuri Oct XX 2025) UBS raised its forecast for DDR and NAND contract prices expecting DRAM prices to continue rising from Q4 2025 through the first half of 2026: DDR contract prices are projected to increase by +17% QoQ in Q4 2025 +15% in Q1 2026 and +7% in Q2 2026; NAND contract prices are expected to rise by +15% +10% and +5% respectively. According to institutional surveys the top four U.S. cloud providers DDR demand in 2026 will double compared to 2025 while some smartphone customers demand is"
X Link @Jukanlosreve 2025-10-20T01:48Z 34.1K followers, 64.7K engagements
"JP Morgan: Surge in AI Demand and Price Increases Likely to Drive EPS Upgrades Through 1H26 No Signs of AI Bubble Burst X. Continued EPS Upgrades Driven by AI Demand JPMorgan expects strong AI demand from the top four CSPs (cloud service providers) and incremental demand from players such as OpenAI and Oracle to lift Asia Tech EPS by an additional 2025% over the next two to three quarters. This improvement is likely to materialize mainly in 4Q25 and 1Q26 as the market re-rates growth expectations for the AI value chain in 2026. The firm currently forecasts capex for the top four CSPs to grow"
X Link @Jukanlosreve 2025-10-20T04:32Z 34.1K followers, 51K engagements
"Samsung Electronics 8th-generation NAND on a roll utilization up more than XX% Samsung Electronics has recently ramped up the utilization rate of its main NAND production line at the Pyeongtaek campus. The improvement comes as the NAND market rapidly recovers driven by the AI industry leading to a sharp decline in even consumer NAND inventories. According to industry sources on the 20th Samsung Electronics raised the utilization rate of its 8th-generation (V8) NAND by more than XX% quarter-on-quarter in the third quarter of this year. The V8 NAND which Samsung began mass-producing at the end"
X Link @Jukanlosreve 2025-10-20T05:08Z 34.1K followers, 5711 engagements
"Micron Technology Chief Business Officer (CBO) Sumit Sadana: The shortage in the DRAM market will deepen through 2026 and the supply-demand imbalance will remain extremely tight. According to Nikkei Asia Sadana noted that high-bandwidth memory (HBM) used in AI applications requires about three times the wafer input compared to standard DRAM. Despite Micron allocating significant production capacity to HBM products clear supply constraints have emerged as new fabs take a long time to become operational and costs continue to rise. Microns HBM sales reached approximately USD X billion in the"
X Link @Jukanlosreve 2025-10-20T05:55Z 34.1K followers, 64.4K engagements
"@humphilomath wdym"
X Link @Jukanlosreve 2025-10-20T06:02Z 34.1K followers, XXX engagements
"Breaking: Exynos 2600 Performance Leaked According to reports from Korean media the Exynos 2600 delivers the following performance: Over X stronger NPU performance compared to Apples A19 Pro chipset XX% higher multi-core CPU performance XX% higher GPU performance When compared to Qualcomms latest Snapdragon X Gen X Elite chipset: NPU performance is about XX% higher GPU performance is up to XX% higher"
X Link @Jukanlosreve 2025-10-20T08:08Z 34.1K followers, 174.9K engagements
"Breaking: Exynos 2600 to be featured in the Galaxy S26 Ultra in some regions"
X Link @Jukanlosreve 2025-10-20T08:11Z 34.1K followers, 25.6K engagements
"@TheGalox_ An XX% yield isnt true. It means they achieved XX% of the target not an XX% yield. Why do you always mislead the public"
X Link @Jukanlosreve 2025-10-20T10:43Z 34.1K followers, 7659 engagements
"Samsung Expected to Rank Second in NVIDIA-Bound HBM4 Market Share Positive Shift in Samsung DS Divisions Morale Samsung Electronics which had long struggled in the high-bandwidth memory (HBM) market is seeking a turnaround. Although it did not achieve notable success with the previous-generation HBM3E industry observers say the atmosphere is shifting with the next-generation HBM4. In particular visible collaboration with NVIDIA the largest HBM customer is positioning Samsung as a potential game changer capable of reshaping the market landscape. According to industry sources Samsung is"
X Link @Jukanlosreve 2025-10-20T23:12Z 34.1K followers, 8073 engagements
"Samsung Electronics (005930.KS) Regaining Market Position with OP Upside from AI Inference Memory Demand CITIs View Citi raises its 2026 operating profit (OP) estimate for Samsung Electronics to XXXX trillion. This revision reflects expectations that following the aggressive AI investments by U.S. hyperscalers Chinese hyperscalers will also accelerate their AI inference infrastructure build-out. In addition the rapid surge in tokenized data generated by AI agents is expected to deepen the shortage of commodity memory. Given Samsungs solid market position in server DDR5 GDDR7 and eSSD the"
X Link @Jukanlosreve 2025-10-20T23:52Z 34.1K followers, 4627 engagements
"Exclusive Samsung Electronics President Song Jae-hyeok voices confidence in a foundry revival at a Presidential Office meeting 2nm mass production is proceeding smoothly At a meeting on semiconductor industry issues chaired by Kim Yong-beom Policy Chief at the Presidential Office and attended by major domestic semiconductor and equipment companies including Samsung Electronics and SK hynix Song Jae-hyeokthe President and Chief Technology Officer (CTO) of Samsungs Device Solutions (DS) Divisionwas said to have expressed confidence in reviving Samsung Electronics foundry (contract semiconductor"
X Link @Jukanlosreve 2025-10-21T06:24Z 34.1K followers, 9404 engagements
""Initial monthly output capacity of HBM wafers will be about 30000 or slightly less than a fifth of South Korean's SK Hynix said the third source and a fourth familiar with the matter." Then how many Huawei AI chips can China produce each month"
X Link @Jukanlosreve 2025-10-21T07:55Z 34.1K followers, XXX engagements