# ![@dnystedt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::45483286.png) @dnystedt Dan Nystedt

Nvidia CEO Jensen Huang recently visited Taiwan, highlighting strong demand for AI-related chips and expressing his respect for TSMC and other partners. He also mentioned that Nvidia is working with various Taiwanese companies, including Foxconn, Quanta, and Wistron, to meet the surging demand for AI servers. TSMC is investing heavily in new technologies, including a 1.4nm semiconductor fab, and has seen significant growth in export orders.

### Engagements: [---] [#](/creator/twitter::45483286/interactions)
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[stocks](/list/stocks)  68.57% [technology brands](/list/technology-brands)  60.95% [countries](/list/countries)  43.81% [finance](/list/finance)  18.1% [currencies](/list/currencies)  7.62% [travel destinations](/list/travel-destinations)  2.86% [automotive brands](/list/automotive-brands)  1.9% [financial services](/list/financial-services)  1.9% [vc firms](/list/vc-firms)  0.95% [products](/list/products)  0.95%

**Social topic influence**
[ai](/topic/ai) 50.48%, [taiwan](/topic/taiwan) #1700, [$nvda](/topic/$nvda) #1873, [media](/topic/media) 22.86%, [$tsm](/topic/$tsm) #117, [ceo](/topic/ceo) 14.29%, [nvda](/topic/nvda) 12.38%, [maker](/topic/maker) 12.38%, [$2356tw](/topic/$2356tw) 11.43%, [$mu](/topic/$mu) #350

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**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Dell Technologies, Inc. (DELL)](/topic/dell) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Apple, Inc. (AAPL)](/topic/$aapl) [Intel Corporation (INTC)](/topic/$intc) [Alibaba Group (BABA)](/topic/$baba) [Amkor Technology Inc (AMKR)](/topic/$amkr) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Texas Instruments (TXN)](/topic/texas-instruments) [KLA Corp (KLAC)](/topic/$klac) [Tesla, Inc. (TSLA)](/topic/$tsla) [United Microelectronic Corp. (UMC)](/topic/$umc) [Arm Holdings plc (ARM)](/topic/$arm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Gigabyte Technology will ship Nvidia GB200 AI servers in the 1st quarter [----] and plans to introduce GB300 servers after the 3rd quarter next year said Chairman Pei-Chen Yeh while the election of US President Trump means Gigabyte may expand overseas production capacity media report. At the companys year-end banquet he also said double-digit revenue growth will continue for the next 2-3 years as AI business opportunities expand. Gigabytes revenue is up 99.5% year-on-year to NT$247.53 billion through end-November due mainly to its AI server business. $NVDA $TSM"  
[X Link](https://x.com/dnystedt/status/1871714673940443305)  2024-12-25T00:28Z 43K followers, 18.7K engagements


"Panasonic notified clients it will hike tantalum capacitor prices by up to 30% from Feb. [--] [----] media report as passive component prices continue to rise amid the buildout in AI data centers. Chinas FengHua and Taiwans Yageo have also announced price hikes recently. Tantanlum capacitors are widely used in AI servers placed near the main AI chips (Nvidia GPUs) CPUs and HBM memory to ensure stable power. #capacitors #semiconductors #AIservers https://money.udn.com/money/story/11162/9168027from=edn_maintab_cate https://money.udn.com/money/story/11162/9168027from=edn_maintab_cate"  
[X Link](https://x.com/dnystedt/status/1994213271457640777)  2025-11-28T01:14Z 43K followers, [----] engagements


"OpenAI will unveil its first AI earbuds dubbed Sweetpea in September this year and shipments are expected to reach 40-50 million units in [----] media report citing OpenAI chief global affairs officer Chris Lehane. Taiwans Foxconn will do assembly for the buds. #openai #sweetpea #foxconn https://money.udn.com/money/story/5612/9278087from=edn_maintab_index https://money.udn.com/money/story/5612/9278087from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/2013778540815360252)  2026-01-21T00:59Z 43K followers, 405.5K engagements


"Semiconductor Notes for the week of Jan. [--] Feb. [--]. AI Semiconductor Demand Is Much Bigger Than Most People Expect Nvidia CEO Jensen Huang (2/1): over the next 10-years TSMC will likely increase http://x.com/i/article/2017952409839087616 http://x.com/i/article/2017952409839087616"  
[X Link](https://x.com/dnystedt/status/2017957110961811905)  2026-02-01T13:44Z 43K followers, 15.6K engagements


"AMD is seeking more CoWoS-like advanced packaging for its AI chips media report saying rumors put Powertech Technology at the top of the list of potential partners with a deal already signed but that ASE Amkor could also win out. Powertech declined to comment. $AMD $ASX $AMKR https://www.ctee.com.tw/news/20240103700186-430501 https://www.ctee.com.tw/news/20240103700186-430501"  
[X Link](https://x.com/dnystedt/status/1742366334607089687)  2024-01-03T02:04Z 43K followers, 23.1K engagements


"TSMC and contract chip design partner Global Unichip have won bulk orders for base dies used with SK Hynixs next generation AI memory chips HBM4 (high bandwidth memory) media report to be made using TSMCs 12nm and 5nm processes. Tape out of the base die is expected in early [----]. The report says the HBM4 will be 16-layer (16 DRAM chips stacked vertically) and the base die is the key interface chip for the stack. $TSM #SKhynix #semiconductors https://money.udn.com/money/story/5612/8049827from=edn_maintab_index https://money.udn.com/money/story/5612/8049827from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/1805062645089001779)  2024-06-24T02:17Z 43K followers, 21.9K engagements


"Compal Electronics one of the worlds largest notebook PC contract manufacturers raised its 2nd quarter laptop shipment growth forecast to 7%-9% from 4%-6% previously on stronger than expected AI laptop shipments media report adding analyst expect its Q2 revenue to grow 14% over the 1st quarter. #AI #laptops #semiconductors https://money.udn.com/money/story/5710/8049596 https://money.udn.com/money/story/5710/8049596"  
[X Link](https://x.com/dnystedt/status/1805062699459694872)  2024-06-24T02:17Z 43K followers, 14.6K engagements


"ASE Technology broke ground on a new advanced semiconductor packaging plant in Kaohsiung Taiwan on Wednesday media report. The new plant called K28 is aimed at CoWoS wafer and final testing demand. The 8-floor factory will be finished in [----] providing up to [---] jobs. ASE now has [--] factories that are unmanned and fully automated running 24-hours a day. $ASX #semiconductors https://www.cna.com.tw/news/afe/202410090159.aspx https://www.cna.com.tw/news/afe/202410090159.aspx"  
[X Link](https://x.com/dnystedt/status/1844292058254803005)  2024-10-10T08:21Z 43K followers, 10.4K engagements


"Arm Holdings is cancelling a license allowing Qualcomm to use Arm intellectual property to design chips escalating their legal dispute Bloomberg reports and threatening to roil the smartphone and PC markets as Qualcomm sells hundreds of millions of processors each year. Arm has given Qualcomm a mandated 60-day notice of cancellation of the license which allows Qualcomm to design its own chips based on Arm IP. $QCOM $ARM $TSM #semiconductor #semiconductors https://www.bnnbloomberg.ca/business/company-news/2024/10/23/arm-to-cancel-qualcomm-chip-design-license-in-escalation-of-feud/"  
[X Link](https://x.com/dnystedt/status/1848905071276515414)  2024-10-23T01:51Z 43K followers, 58K engagements


"Nvidia CEO Jensen Huang for the 1st time named several supply chain partners in Taiwan media report including semiconductor packaging and testing firms SPIL (Siliconware Precision a subsidiary of ASE Technology) and testing firm KYEC (King Yuan Electronics Co.) in addition to TSMC and AI server and systems makers Foxconn Quanta Computer Wiwynn. $TSM $NVDA $ASX $HXSCL $MU #semiconductor #semiconductors https://money.udn.com/money/story/5612/8376680from=edn_subcatelist_cate https://money.udn.com/money/story/5612/8376680from=edn_subcatelist_cate"  
[X Link](https://x.com/dnystedt/status/1859781759426252849)  2024-11-22T02:11Z 43K followers, 35.3K engagements


"Qatar has reached out to TSMC via chip design partner Global Unichip to invite the chip giant to invest in the nation media report with an official note sent to Taoyuan City Mayor Simon Chang who passed it to Global Unichip Chairman Fan Cheng Tseng. The Qatar invitation is further evidence of TSMCs critical role in the global economy. $TSM #semiconductors #semiconductor https://money.udn.com/money/story/5612/8386935 https://money.udn.com/money/story/5612/8386935"  
[X Link](https://x.com/dnystedt/status/1861601822227734971)  2024-11-27T02:43Z 43K followers, [----] engagements


"Taiwan AI server makers Wiwynn Wistron Inventec reported strong monthly revenue in November as shipments continued to strengthen media report noting Wiwynns revenue rose 93.3% year-on-year to NT$37.5 billion (US$1.16 billion) a new all-time high while Inventecs +37.9% to NT$60.9 billion and Wistrons +24.6% to NT$95.2 billion. $DELL $HPE $SMCI #AIservers #AIserver #server https://money.udn.com/money/story/11162/8409614from=edn_maintab_index https://twitter.com/i/web/status/1865929275335168199 https://money.udn.com/money/story/11162/8409614from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/1865929275335168199)  2024-12-09T01:19Z 43K followers, 22.3K engagements


"Nvidias plan to develop customized ASIC chips at a proposed Taiwan R&D center has local chip designers worried their top engineers may be lured into working for the AI giant media report noting MediaTek Alchip Technologies Global Unichip and other chip design houses are bracing for [----]. $NVDA #semiconductor #semiconductors https://www.chinatimes.com/newspapers/20250102000132-260202chdtv https://www.chinatimes.com/newspapers/20250102000132-260202chdtv"  
[X Link](https://x.com/dnystedt/status/1874631649667011005)  2025-01-02T01:39Z 43K followers, 53.9K engagements


"Rumor: Nvidia CEO Jensen Huang is expected to discuss CoWoS capacity expansion with a subsidiary of advanced chip packaging giant ASE Technology during his 1/17 visit to Taiwan media report in addition to meeting with TSMC and other supply chain partners. ASE has said it expects 10% of [----] revenue from advanced packaging. $NVDA $ASX $TSM #semiconductors https://www.ctee.com.tw/news/20250115700168-439901 https://www.ctee.com.tw/news/20250115700168-439901"  
[X Link](https://x.com/dnystedt/status/1879346784528703806)  2025-01-15T01:56Z 43K followers, 30.1K engagements


"Nvidia CEO Jensen Huang will visit TSMC today in Taiwan to talk about CoWoS packaging and CPO (co-packaged optics) before heading to the opening ceremony of a new semiconductor packaging plant owned by ASE Technology subsidiary SPIL in Taichung central Taiwan media report adding SPIL is expected to begin doing CoWoS packaging work for Nvidia. $NVDA $TSM $ASX #semiconductors #cowos https://www.ctee.com.tw/news/20250116700044-439901 https://twitter.com/i/web/status/1879723300143984915 https://www.ctee.com.tw/news/20250116700044-439901 https://twitter.com/i/web/status/1879723300143984915"  
[X Link](https://x.com/dnystedt/status/1879723300143984915)  2025-01-16T02:52Z 43K followers, 12K engagements


"Nvidia is ordering more CoWoS-L advanced semiconductor packaging from TSMC a change from CoWoS-S but not an order reduction Reuters reports citing CEO Jensen Huang at a plant opening ceremony by a subsidiary of ASE Technology in Taichung Taiwan. 1/3 $NVDA $ASX $TSM #semiconductors https://www.reuters.com/technology/nvidia-ceo-says-its-advanced-packaging-technology-needs-are-changing-2025-01-16/ https://twitter.com/i/web/status/1880068922566930488 https://www.reuters.com/technology/nvidia-ceo-says-its-advanced-packaging-technology-needs-are-changing-2025-01-16/"  
[X Link](https://x.com/dnystedt/status/1880068922566930488)  2025-01-17T01:45Z 43K followers, 30.5K engagements


"Micron Technology has boosted orders for DRAM chip packaging and testing by 50% to partner Powertech Technology as Micron uses its own production lines for HBM (high bandwidth memory) to meet massive demand from AI clients media report. Taiwan is Microns biggest overseas operating base with around 60% of its DRAM capacity. $MU $HXSCL $SSNLF $NVDA $AVGO #Samsung #semiconductors #semiconductor https://money.udn.com/money/story/5612/8611965from=edn_maintab_index https://twitter.com/i/web/status/1901456947658084510 https://money.udn.com/money/story/5612/8611965from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/1901456947658084510)  2025-03-17T02:13Z 43K followers, 18.2K engagements


"Micron plans to outsource all HBM2 chip packaging to longtime Taiwan partner Powertech Technology media report with pilot production to begin in the 2nd half of [----] (earliest) and mass production in [----]. HBM2 high bandwidth memory chips are a few generations behind leading edge HBM3E. $MU #Powertech #semiconductors #semiconductor https://money.udn.com/money/story/5710/8763666 https://money.udn.com/money/story/5710/8763666"  
[X Link](https://x.com/dnystedt/status/1926818890048225601)  2025-05-26T01:53Z 43K followers, [----] engagements


"Microsoft and Meta have both turned to Taiwan contract chip designer Global Unichip (GUC) for work on their ASIC chips including TSMC CoWoS-R advanced packaging media report citing unnamed supply chain sources and adding GUC taped-out 2nm test chips at TSMC in Q3 last year and won verification on 3nm interconnect IP in Q1 this year. 1/3 $MSFT $META $TSM #semiconductors https://www.ctee.com.tw/news/20250626700240-430501 https://www.ctee.com.tw/news/20250626700240-430501"  
[X Link](https://x.com/dnystedt/status/1938390321345274246)  2025-06-27T00:14Z 43K followers, 36.1K engagements


"Nvidias most powerful AI server platform yet GB300 will begin shipments in the 2nd half of [----] with [--] Taiwan server giants expected to benefit most Foxconn the global leader as well as Quanta Wistron Wiwynn and Inventec media report with Foxconn and Quanta already testing new GB300 AI servers and most seeing shipments starting in September. $NVDA $TSM #Foxconn #Wistron #Wiwynn #Inventec #semiconductors https://money.udn.com/money/story/5612/8839283from=edn_maintab_index https://twitter.com/i/web/status/1939464900340052333 https://money.udn.com/money/story/5612/8839283from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/1939464900340052333)  2025-06-29T23:24Z 43K followers, 43.7K engagements


"Meta has placed big orders to Taiwan's Quanta Computer for customized AI servers based on its next-generation ASIC (own chip made with Broadcom) media report noting Chenming Electronic is making cabinets some liquid cooling parts and sidecars for the servers. The order is seen at up to [----] cabinets shipped by year-end. 1/2 $META $AVGO #semiconductors https://twitter.com/i/web/status/1952168653908246889 https://twitter.com/i/web/status/1952168653908246889"  
[X Link](https://x.com/dnystedt/status/1952168653908246889)  2025-08-04T00:44Z 43K followers, 28.3K engagements


"Apples $600 billion US manufacturing plan highlights semiconductors: Apple will work with Texas Instruments to install chip production tools in Lehi Utah and build a new facility in Sherman Texas with equipment from US giant Applied Materials; silicon wafers from GlobalWafers (Sherman Texas facility); and silicon from Corning Apple said. 1/5 $AAPL $TXN $AMAT $GLW #semiconductors https://twitter.com/i/web/status/1953241660051370018 https://twitter.com/i/web/status/1953241660051370018"  
[X Link](https://x.com/dnystedt/status/1953241660051370018)  2025-08-06T23:47Z 43K followers, 35.5K engagements


"ASE Technology the chip packaging and testing giant will buy a plant from Win Semiconductors for NT$6.5 billion (US$217 million) to add new advanced packaging capacity as currently full media report due to strong demand for AI and HPC (high performance computing) chip packaging (2.5D 3D wafer-level packaging). ASE expects US$1 billion more revenue from advanced packaging than last year. It is also rapidly expanding advanced test capacity. $ASX $AMKR $TSM #semiconductors http://www.ctee.com.tw/news/20250812700083-439901 http://www.ctee.com.tw/news/20250812700083-439901"  
[X Link](https://x.com/dnystedt/status/1955172538990071991)  2025-08-12T07:40Z 43K followers, [----] engagements


"Strong demand for Nvidia Blackwell-based AI servers sent August revenue at Taiwan's Big [--] makers up a combined 24.8% year-on-year to NT$1.11 trillion (US$36.6 billion). 1/7 $NVDA $TSM $AVGO $AMD $SMCI #AIservers #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  
[X Link](https://x.com/dnystedt/status/1967111891760947521)  2025-09-14T06:23Z 43K followers, 35.1K engagements


"Demand for Nvidia Blackwell-based AI servers sent September revenue at Taiwans Big [--] AI server makers up 26.9% over last year to a combined NT$1.399 trillion (US$45.7 B) a record high. 1/8 $NVDA $TSM #AIservers"  
[X Link](https://x.com/dnystedt/status/1976201425291182411)  2025-10-09T08:21Z 43K followers, 15.2K engagements


"Taiwan is working on [--] major AI projects including silicon photonics quantum computing and humanoid robotics media report with plans to develop a silicon photonics cluster in Kaohsiung south Taiwan. The initiative will also put an AI data center in nearby Tainan. 1/2 #Taiwan #semiconductors"  
[X Link](https://x.com/dnystedt/status/1980454335445406165)  2025-10-21T02:01Z 43K followers, [----] engagements


"Samsung Electronics 3rd quarter earnings Revenue +9% year-on-year to [----] trillion (US$60.3 Bln) Operating profit [----] trillion (10.1T expected) Chip division revenue +13% to 33.1T Chip operating profit 7.0T 1/10 $SSNLF $HXSCL $MU $NVDA #semiconductors #Samsung"  
[X Link](https://x.com/dnystedt/status/1983815843202134319)  2025-10-30T08:38Z 43K followers, [----] engagements


"Intel is in talks to acquire SambaNova Systems the AI chip developer in a deal likely below its US$5 billion valuation from a [----] funding round Bloomberg reports. Intel CEO Lip-Bu Tan is SambaNovas executive chairman. His investment firm Walden International was an early investor. Intel Capital is an investor in SambaNova. $INTC #semiconductors https://www.bloomberg.com/news/articles/2025-10-30/intel-in-talks-to-acquire-ai-chip-startup-sambanova https://www.bloomberg.com/news/articles/2025-10-30/intel-in-talks-to-acquire-ai-chip-startup-sambanova"  
[X Link](https://x.com/dnystedt/status/1984051965492703430)  2025-10-31T00:17Z 43K followers, 30.4K engagements


"Taiwan memory chip maker Winbond Electronics sees capex at NT$7.5 billion this year and over NT$40 billion (US$1.3 billion) between [----] and [----] as it expands capacity for NAND Flash and Customized Memory Solution (CMS) media report. $KLAC $LRCX $AMAT $TOELY #Semiconductors https://www.ctee.com.tw/news/20251106700253-430501 https://www.ctee.com.tw/news/20251106700253-430501"  
[X Link](https://x.com/dnystedt/status/1986222037539725470)  2025-11-06T00:00Z 43K followers, [----] engagements


"Wiwynn will begin AI server production at its first US plant (El Paso Texas) this December media report citing Chair Emily Hong. Staff from Wiwynns Mexico operations will be at the facility to help ramp up production quickly to meet massive orders from clients she said. The Taiwan companys Mexico and Texas plants are within 30-minutes of each other. Wiwynn builds servers mainly for giant cloud service providers (CSPs). $AMZN $GOOGL $MSFT $META #AIservers https://money.udn.com/money/story/5612/9123158from=edn_maintab_index https://twitter.com/i/web/status/1986593420820029552"  
[X Link](https://x.com/dnystedt/status/1986593420820029552)  2025-11-07T00:35Z 43K followers, [----] engagements


"RUMOR: Former TSMC Senior VP Dr. Wei-Jen Lo is said to have obtained the latest data on TSMCs 2nm A16 and A14 advanced chip manufacturing processes prior to joining Intel Corp. in October media report citing unnamed sources. TSMC is reportedly gathering evidence and Taiwan prosecutors are looking into the possibility a case could be filed under national security or trade secret laws. Dr. Lo is a celebrated TSMC veteran and key to major R&D breakthroughs (10nm). $TSM $INTC #Semiconductors https://money.udn.com/money/story/5612/9148347from=edn_subcatelist_cate"  
[X Link](https://x.com/dnystedt/status/1990961575398945227)  2025-11-19T01:53Z 43K followers, 156.8K engagements


"Apple may top Samsung as the worlds biggest smartphone maker in [----] its first title since [----] due to strong demand for iPhone [--] and a strong replacement cycle media report citing Counterpoint Research. Apple is expected to hold the title through [----]. $AAPL $SSNLF #Samsung #iPhone https://koreajoongangdaily.joins.com/news/2025-11-26/business/industry/Apple-set-to-overtake-Samsung-in-smartphone-shipments-research-firm-says/2463443 https://koreajoongangdaily.joins.com/news/2025-11-26/business/industry/Apple-set-to-overtake-Samsung-in-smartphone-shipments-research-firm-says/2463443"  
[X Link](https://x.com/dnystedt/status/1993532097735413826)  2025-11-26T04:07Z 43K followers, [----] engagements


"TSMCs overflow of CoWoS advanced packaging orders is turning into a bonanza for ASE Technology via outsourcing media report noting ASE and subsidiary SPIL have spent NT$11.2 billion (US$360 M) the past 2-months on plants & equipment to prepare for the influx of TSMC orders. ASEs advanced packaging revenue is expected to hit US$1.6 billion this year and increase by over $1 billion more in [----]. $TSM $ASX $AMKR #Semiconductors https://money.udn.com/money/story/5612/9188220from=edn_maintab_index https://money.udn.com/money/story/5612/9188220from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/1997824166381461742)  2025-12-08T00:22Z 43K followers, [----] engagements


"Three top AI server makers Wistron Quanta and Wiwynn all reported record high monthly sales for November media report as shipments of servers based on Nvidia Blackwell Ultra Google TPUs AWS Trainium chips etc. ramp up: -Wistron NT$280.6 billion (US$9.2 billion) up 195% year-on-year and 51.6% vs Oct. -Quanta NT$192.9 billion up 36.5% yoy and 11.4% vs Oct. -Wiwynn NT$96.9 billion up 159% yoy and 6.2% vs Oct. $NVDA $GOOGL $AMZN https://money.udn.com/money/story/5612/9190488from=edn_maintab_cate https://money.udn.com/money/story/5612/9190488from=edn_maintab_cate"  
[X Link](https://x.com/dnystedt/status/1998195164880535949)  2025-12-09T00:57Z 43K followers, 85.6K engagements


"ASE Technologys advanced packaging revenue will grow 60% in [----] to around US$2.6 billion from $1.6 billion this year media report adding its CoWoS-rival technology FOCoS (Fan-Out Chip-on-Substrate) will see more substantial revenue from the 2nd half [----] as it wins over more American European clients. $ASX $AMKR #Semiconductors https://www.ctee.com.tw/news/20251210700063-430501 https://twitter.com/i/web/status/1998576658958397579 https://www.ctee.com.tw/news/20251210700063-430501 https://twitter.com/i/web/status/1998576658958397579"  
[X Link](https://x.com/dnystedt/status/1998576658958397579)  2025-12-10T02:13Z 43K followers, [----] engagements


"Japan chip foundry Rapidus showcases 2nm wafer at SEMICON Japan [----] (now) $TSM $SSNLF $INTC #Samsung #Rapidus #semiconductor 2nm https://t.co/CyUXNVcOnf 2nm https://t.co/CyUXNVcOnf"  
[X Link](https://x.com/dnystedt/status/2001216857404047664)  2025-12-17T09:04Z 43K followers, 15K engagements


"Chinas Kingboard the worlds biggest CCL maker notified clients it will raise prices 10% due to rising materials costs media report noting its the 3rd price hike since June for a total increase of 15%-20%. Copper Clad Laminate (CCL) the main ingredient of every printed circuit board (PCB) has seen demand soar due to AI server demand. #AIservers #servers #CCL https://www.ctee.com.tw/news/20251229700055-430502 https://www.ctee.com.tw/news/20251229700055-430502"  
[X Link](https://x.com/dnystedt/status/2005430329306411154)  2025-12-29T00:07Z 43K followers, 23.5K engagements


"Question: Which company is the 2nd biggest chip manufacturer in Taiwan (TSMC is first who is 2nd) Hint: not obvious"  
[X Link](https://x.com/dnystedt/status/2005462108402840036)  2025-12-29T02:13Z 43K followers, 54.1K engagements


"Rumor: Micron Technology is seeking to buy a new 12-inch fab from Powerchip (PSMC) in central Taiwan to boost output amid a memory chip shortage media report adding PSMC said it is in talks with several firms for a buyout or strategic partnership at the new fab but will continue with its own built-out plans until a deal is confirmed. 1/2 $MU $HXSCL $SSNLF #semiconductors #semiconductor https://www.ctee.com.tw/news/20251231700055-430501 https://www.ctee.com.tw/news/20251231700055-430501"  
[X Link](https://x.com/dnystedt/status/2006156136760946976)  2025-12-31T00:11Z 43K followers, 12.4K engagements


"2/2 The site in question is a massive 3-fab site with the 1st fab complete and space for [-----] wafers per month (wpm) production and a site total 120000wpm. So far PSMC has installed enough equipment for about 8000wpm. $MU $HXSCL $SSNLF #semiconductors #semiconductor"  
[X Link](https://x.com/dnystedt/status/2006156511400091669)  2025-12-31T00:12Z 43K followers, [----] engagements


"Taiwan approved a US$425 million investment in the US for AI server production by Compal Electronics and $250M from AI server giant Wiwynn in addition to its $220M investment in Mexico media report. Also approved: -Lite-On Technologys $200M investment to Vietnam for server module and power supply production -Foxconns $107.3M investment in Singapore and $69.8M in Mexico. https://www.cna.com.tw/news/afe/202512310295.aspx https://twitter.com/i/web/status/2006586884554932696 https://www.cna.com.tw/news/afe/202512310295.aspx https://twitter.com/i/web/status/2006586884554932696"  
[X Link](https://x.com/dnystedt/status/2006586884554932696)  2026-01-01T04:42Z 43K followers, 11.7K engagements


"DRAM profitability highlighted by Taiwans Nanya Technology as November net profit soared 2098% year-on-year to NT$4.24 billion (US$135M) or NT$1.37 per share on revenue of NT$10.17 billion up 365%. Pretax profit was NT$5.09 billion. 1/3 $MU $SSNLF $HXSCL #SKhynix #Samsung"  
[X Link](https://x.com/dnystedt/status/2008366281154592998)  2026-01-06T02:33Z 43K followers, [----] engagements


"6/10 The 'new normal' for seasonality"  
[X Link](https://x.com/dnystedt/status/2010304472334156008)  2026-01-11T10:55Z 43K followers, [---] engagements


"8/10 AI orders are booming said Gigabyte in its December revenue filing to the Taiwan Stock Exchange adding demand for PC products is also recovering. Foxconn said the first quarter will continue to be strong due to the continued ramp-up in AI rack shipments so the quarter will be strong despite its being a seasonally slower time of year. Server makers finalized the production process for Blackwell Ultra-based servers (B300 GB300) and started work on Nvidias next-gen Rubin in the 4th quarter. $NVDA $DELL #AIservers https://twitter.com/i/web/status/2010304730120270220"  
[X Link](https://x.com/dnystedt/status/2010304730120270220)  2026-01-11T10:56Z 43K followers, [---] engagements


"Nvidia Rubin-based AI servers will begin shipping in August [----] in small volume media report citing EVP Mike Yang at AI server giant Quanta Computer. The transition to producing Rubin-based servers will be smoother as it will use the same architecture as Nvidia GB-based servers he reportedly said adding Quanta aims to double production capacity this year. $NVDA $AMZN $GOOGL $META $MSFT $DELL $SMCI $HPE #Rubin #AIservers https://www.ctee.com.tw/news/20260117700147-439901 https://www.ctee.com.tw/news/20260117700147-439901"  
[X Link](https://x.com/dnystedt/status/2013047290433540579)  2026-01-19T00:34Z 43K followers, 93.6K engagements


"Nanya Technology Taiwan DRAM maker 4th quarter Revenue rose 358% year-on-year to NT$30.09 billion Net Profit rose 804% to NT$11.08 billion Gross margin 49% Optng margin 39.1% ASP rose 30s% in Q4 vs Q3 Bit shipments +low-teens% 1/3 #semiconductors $MU $HXSCL $SSNLF"  
[X Link](https://x.com/dnystedt/status/2013179121036103800)  2026-01-19T09:18Z 43K followers, [----] engagements


"Nvidia CEO Jensen Huang at WEF on AI buildout: TSMC just announced theyre going to build [--] new chip plants. Foxconn is working with us and Wistron and Quanta building [--] new computer plants which then go into these AI factories. So we have chip factories and computer factories and AI factories all being built around the world. Mentions Micron SK Hynix Samsung and says You can see that entire chip layer growing incredibly today. It is "the largest infrastructure buildout in human history. Were now a few hundred billion dollars into itthere are trillions of dollars of infrastructure that need"  
[X Link](https://x.com/dnystedt/status/2014135348776050842)  2026-01-22T00:37Z 43K followers, 85.7K engagements


"SpaceX is expanding orders to Taiwan suppliers including Universal Microwave and Compeq for Low Earth Orbit (LEO) satellite components media report citing a secretive visit by SpaceX to suppliers in Taiwan. Other suppliers include Molicel for lithium batteries Innolux for ground terminal panels. $TSLA #SpaceX #Taiwan https://money.udn.com/money/story/5612/9280735from=edn_maintab_index https://money.udn.com/money/story/5612/9280735from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/2014155548271505560)  2026-01-22T01:57Z 43K followers, 69.4K engagements


"Taiwan DRAM makers Winbond and Nanya Tech are signing long-term contracts thru-2030 using a locked volume floating price method which put a ceiling on profitability media report. They now require a 2-year minimum contract up from 1-year previously. $MU $HXSCL $SSNLF #SKhynix #Samsung #DRAM #Semiconductors https://www.ctee.com.tw/news/20260121700082-430501 https://www.ctee.com.tw/news/20260121700082-430501"  
[X Link](https://x.com/dnystedt/status/2014156044776452147)  2026-01-22T01:59Z 43K followers, 12.4K engagements


"Taiwan AI server giant Wistron raised its [----] capex by NT$10.5 billion for capacity expansion and building improvements in Texas USA and Hsinchu Taiwan media report. The plan for Texas was raised to NT$18.89B (US$581.3 million) from NT$17.27B previously while the Hsinchu plan to NT$30.48B from NT$21.53B. $NVDA $SMCI $DELL $ORCL #AIservers https://ec.ltn.com.tw/article/breakingnews/5318981 https://ec.ltn.com.tw/article/breakingnews/5318981"  
[X Link](https://x.com/dnystedt/status/2014511444608614789)  2026-01-23T01:32Z 43K followers, [----] engagements


"Taiwan electronics assembly giant Pegatron forecast triple-digit growth for its AI server business this year led by shipments of Nvidia GB200 and GB300-based servers as well as some ASIC-based servers media report citing Pegatron executives at their year-end banquet. 1/2 $NVDA $TSM #Pegatron https://ec.ltn.com.tw/article/breakingnews/5320085 https://ec.ltn.com.tw/article/breakingnews/5320085"  
[X Link](https://x.com/dnystedt/status/2014962633880096817)  2026-01-24T07:25Z 43K followers, 38.1K engagements


"Nvidia CEO Jensen Huang will arrive in Taiwan later this week for the companys year-end banquet and separately to dine with suppliers media report as the Trillion Dollar Banquet already set for the 31st including to executives from TSMC Foxconn Quanta Pegatron Acer Asustek MedaiTek Compal Wistron and others. $NVDA $TSM #Foxconn #Wistron #Quanta https://money.udn.com/money/story/11162/9288200from=edn_maintab_index https://money.udn.com/money/story/11162/9288200from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/2015573791519433197)  2026-01-25T23:53Z 43K followers, 10.5K engagements


"Spot market prices of prior-generation DDR4 DRAM chips have soared over contract prices by 172% and current mainstream DDR5 DRAM 76% media report citing Goldman Sachs which said such premiums mean contract prices will be forced to rapidly catch up. $MU $HXSCL $SSNLF #SKhynix #Samsung #Semiconductors https://www.ctee.com.tw/news/20260126700599-430501 https://www.ctee.com.tw/news/20260126700599-430501"  
[X Link](https://x.com/dnystedt/status/2015967384939725000)  2026-01-27T01:57Z 43K followers, 13.8K engagements


"The AI data center shift to High-Voltage Direct Current (HVDC) is causing chip foundry prices for legacy 8-inch wafer production to increase with Taiwans Vanguard (VIS) hiking 4%-8% for some chips amid strong demand for High-Voltage power components media report and a 2nd hike is possible. 1/2 $UMC $SMICY #HuaHong #Semicondutors #HVDC https://twitter.com/i/web/status/2015967451817902589 https://twitter.com/i/web/status/2015967451817902589"  
[X Link](https://x.com/dnystedt/status/2015967451817902589)  2026-01-27T01:57Z 43K followers, 41.3K engagements


"2/2 Chinas SMIC and Hua Hong have also raised 8-inch production prices 10% and they are running at full capacity. One issue is that as 1200V MOSFETs needed for HVDC are bigger than 600V fewer can be made per wafer so more wafers are needed at a time most 8-inch fabs are full. Other components needed for HVDC such as IGBTs discretes PMICs are also made on 8-inch wafers. $UMC $SMICY https://www.ctee.com.tw/news/20260127700064-439901 https://www.ctee.com.tw/news/20260127700064-439901"  
[X Link](https://x.com/dnystedt/status/2015967537822106037)  2026-01-27T01:58Z 43K followers, [----] engagements


"Chip designers like MediaTek and Silergy are planning to raise prices to cover the costs of increased production prices media report as the chip foundries hike prices (around 10% for PMICs) and packaging/testing firms raise prices 8%-20% media report. #mediatek #silergy #semiconductors https://money.udn.com/money/story/5612/9290252from=edn_maintab_index https://money.udn.com/money/story/5612/9290252from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/2015971694268297518)  2026-01-27T02:14Z 43K followers, [----] engagements


"Orders for AI servers have outstripped supply at Foxconn the worlds biggest AI server maker media report adding its working overtime to fulfill Nvidia GB300-based server orders now. Foxconn is boosting automation to raise output. Trial production of Vera Rubin-based servers has begun. $NVDA #Foxconn #Semiconductors #AIservers #GB300 #VeraRubin https://money.udn.com/money/story/11162/9290207from=edn_subcatelist_cate https://money.udn.com/money/story/11162/9290207from=edn_subcatelist_cate"  
[X Link](https://x.com/dnystedt/status/2016067967973490827)  2026-01-27T08:37Z 43K followers, [----] engagements


"Microsofts Maia [---] chip and Server supply chain runs across Taiwan with TSMC manufacturing the 3nm chips and Global Unichip aiding in the chip design (also for MSFT Cobalt) media report adding Nuvoton is Microsofts server management chip partner (BMC: Baseboard Management Controller) and AI server assembly by Foxconn Quanta Wiwynn Inventec. $MSFT $TSM #GUC #globalunichip #Foxconn #Quanta #Wistron #Inventec #Nuvoton #semiconductors #AIservers https://twitter.com/i/web/status/2016318094063616414 https://twitter.com/i/web/status/2016318094063616414"  
[X Link](https://x.com/dnystedt/status/2016318094063616414)  2026-01-28T01:11Z 43K followers, [----] engagements


"7/8 Nvidia CEO: Even a quantum computer needs accelerated computing and so weve been working with the quantum computing industry to integrate a hybrid GPU and QPU supercomputer for the future. This is important for digital biology its important for material sciences and then well discover other applications as wellThe quantum breakthroughs of one logical error-corrected quantum computing bit (logical qubit) has been achieved and over the next several years youre going to see it grow exponentially. So I think in the coming years were going to start to see quantum computers solve real problems."  
[X Link](https://x.com/dnystedt/status/2017548935192318425)  2026-01-31T10:42Z 43K followers, [----] engagements


"Nvidia is going to make a huge investment in OpenAI this funding round said CEO Jensen Huang. They are one of the most consequential companies of our time and I really love working with Sam. He said TSMC will have to double in size just for Nvidia more. 1/5 $NVDA $TSM #openai #semiconductors #semiconductor https://twitter.com/i/web/status/2017746479566491881 https://twitter.com/i/web/status/2017746479566491881"  
[X Link](https://x.com/dnystedt/status/2017746479566491881)  2026-01-31T23:47Z 43K followers, 11.7K engagements


"4/5 Increasing Nvidias R&D budget Nvidia CEO: Yeah we probably increase our research budget by 50% per year. So imagine were at US$20 billion and in another year well be at $30 billion another year well be at $45 billion"  
[X Link](https://x.com/dnystedt/status/2017748184664285293)  2026-01-31T23:53Z 43K followers, [----] engagements


"5/5 Allegations Nvidia provided support to Chinas DeepSeek: CEO: Our software is used by developers everywhere and on that basis then of course every developer uses Nvidia software. They use Nvidia software from CUDA to cuDNN to TensorRT. Whenever developers want to use our software we openly support everyone. And thats our job supporting developers. Every developer. And we support developers all over the world. We have 5-6 million developers around the world. Every AI developer in the world works with Nvidia and so Im very proud of that. https://twitter.com/i/web/status/2017748395579105636"  
[X Link](https://x.com/dnystedt/status/2017748395579105636)  2026-01-31T23:54Z 43K followers, [----] engagements


"Metas MTIA-3 AI chip will debut in the 2nd half of [----] made on TSMCs 3nm process and Broadcom the design partner for compute and I/O media report. The chip features more I/O an added SoC chip and eight HBM3E 12Hi stacks per CoWoS package. Metas MTIA-2 chip is in production now on TSMC 3nm with CoWoS-S packaging and will roll out in the 1st half [----]. Meta is also building MTIA server systems. $META #AIservers #semiconductors https://www.ctee.com.tw/news/20260130700075-430501 https://www.ctee.com.tw/news/20260130700075-430501"  
[X Link](https://x.com/dnystedt/status/2018136917318242671)  2026-02-02T01:38Z 43K followers, 13.4K engagements


"TSMCs 2nm capacity is almost fully booked by top-tier clients media report: [----] Apple Qualcomm 2nm smartphone chips AMD 2nm CPU [----] AMD MI-series GPUs on 2nm Google 8th-gen TPU AI chip in Q3 AWS Trainium [--] AI chip in Q4 [----] Nvidia Feynman GPU on TSMCs A16 process $TSM $AAPL $QCOM $AMD $GOOGL $AMZN $NVDA #semiconductors #semiconductor https://www.ctee.com.tw/news/20260202700038-430501 https://www.ctee.com.tw/news/20260202700038-430501"  
[X Link](https://x.com/dnystedt/status/2018137155445686355)  2026-02-02T01:39Z 43K followers, 30.9K engagements


"Alibabas chip unit has delivered over [------] of its most advanced AI chip Zhenwu 810E more than chip darling Cambricon Technologies China-state controlled media report. Beijing requires companies to use AI chips developed in China although Nvidia hopes to sell its powerful H200 AI chips in the nation. Alibaba may spin-off its chip unit T-Head for a stock-market listing. $BABA #semiconductors #semiconductor https://www.scmp.com/tech/article/3341860/alibaba-ai-chip-push-hits-100000-mark-beating-local-rival-cambricon-sources"  
[X Link](https://x.com/dnystedt/status/2018138194206962066)  2026-02-02T01:43Z 43K followers, [----] engagements


"China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory media report citing unnamed supply chain sources. YMTCs Wuhan P3 plant expansion will begin DRAM production in the 2nd half [----]. YMTC is developing hybrid bonding techniques for HBM memory and LPDDR5 is part of efforts to build DRAM production expertise. In its mainstay NAND memory business Beijing has tasked YMTC with ensuring stable supplies to consumer electronics and automotive firms. $MU #SKhynix #Samsung $000660 $005930"  
[X Link](https://x.com/dnystedt/status/2018484638168293456)  2026-02-03T00:40Z 43K followers, 103.3K engagements


"Powertech is working on customer verification for its advanced semiconductor packaging FOPLP (Fan-out Panel-Level Packaging) media report citing Chairman DK Tsai. He said delivery times for key equipment have extended hurting capacity expansion and proving demand clearly outpaces supply. Potential FOPLP clients include AMD Broadcom MediaTek. $AMD $AVGO $2454.TW #mediatek #semiconductors https://twitter.com/i/web/status/2018484811170807989 https://twitter.com/i/web/status/2018484811170807989"  
[X Link](https://x.com/dnystedt/status/2018484811170807989)  2026-02-03T00:40Z 43K followers, [----] engagements


"Links: https://ec.ltn.com.tw/article/paper/1742444 https://www.cna.com.tw/news/afe/202602020300.aspx https://money.udn.com/money/story/5710/9304500from=edn_subcatelist_cate https://www.ctee.com.tw/news/20260203700163-430502 https://ec.ltn.com.tw/article/paper/1742444 https://www.cna.com.tw/news/afe/202602020300.aspx https://money.udn.com/money/story/5710/9304500from=edn_subcatelist_cate https://www.ctee.com.tw/news/20260203700163-430502"  
[X Link](https://x.com/dnystedt/status/2018484847631868029)  2026-02-03T00:41Z 43K followers, [----] engagements


"TSMC is building [--] plants in Taiwan for every one built abroad therefore Taiwans Silicon Shield remains firm said National Development Council Minister Yeh media report as Taipei seeks to calm fears that TSMCs investment in the US might weaken the local industrys strategic importance. He said TSMC is working on [--] new plants in Taiwan and that new overseas investments are an expansion of the chip giant taking nothing away from Taiwan. $TSM $UMC $ASX #Mediatek #semiconductors https://money.udn.com/money/story/7307/9307120 https://money.udn.com/money/story/7307/9307120"  
[X Link](https://x.com/dnystedt/status/2018845433959977368)  2026-02-04T00:33Z 43K followers, [----] engagements


"TSMCs NT$1.5 trillion (US$47.5B) investment on [--] new 1.4nm fabs in a science park near Taichung central Taiwan has driven big growth as supply chain partners also invest there officials say media report adding ASML Tokyo Electron Hon Precision MGC Pure Chemicals KingLai Group and more have already invested in new locations or plants in the city. Taichung led Taiwan with over [----] new factory registrations last year. $TSM $ASML $TOELY $8035 https://udn.com/news/story/7240/9306665 https://udn.com/news/story/7240/9306665"  
[X Link](https://x.com/dnystedt/status/2018850448871145612)  2026-02-04T00:53Z 43K followers, [----] engagements


"Taiwans biggest memory chip maker Nanya Technology said January revenue rose 608% year-on-year to NT$15.31 billion boosted by DRAM price hikes and supply shortages media report. DDR4 DRAM and LPDDR4 (low-power) made up 70% of Nanyas production in the 4th quarter last year. $MU $2408 $000660 $005930 #SKhynix #Samsung #Nanya https://ec.ltn.com.tw/article/breakingnews/5331258 https://ec.ltn.com.tw/article/breakingnews/5331258"  
[X Link](https://x.com/dnystedt/status/2018850653146386484)  2026-02-04T00:54Z 43K followers, [----] engagements


"Unimicron a major PCB and IC substrate maker (ABF BT) raised its [----] capex to NT$20.6 billion (US$700 million) from NT$18.6 billion and estimated next years capex at NT$19.4 billion citing customer demand and market conditions media report noting tight supplies and rising prices for ABF and BT substrates used in chip packaging for AI and other chips. $NVDA #semiconductors #semiconductor https://money.udn.com/money/story/5607/8904237 https://twitter.com/i/web/status/1950373455985365379 https://money.udn.com/money/story/5607/8904237 https://twitter.com/i/web/status/1950373455985365379"  
[X Link](https://x.com/dnystedt/status/1950373455985365379)  2025-07-30T01:50Z 43K followers, [----] engagements


"Taiwan AI server giants Quanta Wistron Inventec say most of their exports to the US are currently not impacted by the 20% reciprocal tariff rate applied to Taiwan media report since AI servers fall under US Section [---] and are temporarily exempted due to the Section [---] review. 1/2 $AMZN $GOOGL $MSFT $META $TSLA #aiservers #Semiconductors https://twitter.com/i/web/status/1952541360399216804 https://twitter.com/i/web/status/1952541360399216804"  
[X Link](https://x.com/dnystedt/status/1952541360399216804)  2025-08-05T01:25Z 43K followers, 14.7K engagements


"The global AI data center buildout continues to strain supply chains with PCBs (printed circuit boards) and a host of related materials now in short supply media report. PCB supplies in particular are expected to remain tight in [----]. 1/5 #AIservers"  
[X Link](https://x.com/dnystedt/status/1982625419485725098)  2025-10-27T01:48Z 43K followers, 13.3K engagements


"Price hikes on a range of materials used in semiconductor production including ABF and BT substrates T-Glass more have boosted Taiwan makers amid tight supplies and capacity media report with Unimicron Kinsus Interconnect and Nanya PCB all reporting monthly and annual revenue growth in October. Kinsus +39.8% and Nanya PCB +41.7% reported the strongest year-on-year revenue growth. Substrate prices are set to move higher as the latest AI chips require substrate size and layer count increases. $NVDA $AMD $AVGO #semiconductors https://www.ctee.com.tw/news/20251110700195-430502"  
[X Link](https://x.com/dnystedt/status/1988051032564527291)  2025-11-11T01:07Z 43K followers, [----] engagements


"Rumor: Google has asked AI server suppliers to speed up deliveries due to the popularity of Gemini [--] which launched Nov. [--] media report adding Googles AI server suppliers in Taiwan including Foxconn Quanta Inventec and others are expected to benefit. $GOOGL #Gemini3 #AIservers https://money.udn.com/money/story/5612/9175441from=edn_maintab_cate https://twitter.com/i/web/status/1995677904865558783 https://money.udn.com/money/story/5612/9175441from=edn_maintab_cate https://twitter.com/i/web/status/1995677904865558783"  
[X Link](https://x.com/dnystedt/status/1995677904865558783)  2025-12-02T02:14Z 43K followers, 72.4K engagements


"Taiwans Big [--] AI server makers saw their best combined monthly revenue ever in November NT$1.50 trillion up 45.4% over last year as shipments of Nvidia Blackwell and Blackwell Ultra-based servers (GB200/GB300) rise each month. 1/10 $NVDA $DELL $TSM"  
[X Link](https://x.com/dnystedt/status/1998983698906230973)  2025-12-11T05:10Z 43K followers, 19.3K engagements


"Links: Taiwans Big [--] AI server makers: Foxconn Wistron Quanta Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Nvidia CEO Jensen Huang interview on CNBC OpenAI President Greg Brockman quotes: CNBC interview of Jensen OpenAIs Sam Altman Greg Brockman OpenAI PR: AMD and OpenAI strategic partnership for 6GW of AMD GPUs Nvidia and OpenAI strategic partnership for 10GW of Nvidia GPUs SK Hynix Samsung join OpenAIs Stargate OpenAI Oracle Softbank expand Stargate with [--] new AI data center"  
[X Link](https://x.com/dnystedt/status/1998985549835899204)  2025-12-11T05:17Z 43K followers, [----] engagements


"China Big [--] cloud giants Alibaba Tencent ByteDance have launched a US$31 billion (NT$1 trillion) AI investment spree after the US decision to allow more advanced AI chips to be exported to the nation media report noting Nvidia and AMD are already seeking capacity from TSMC to produce H200 and MI308 chips respectively. $NVDA $TSM $AMD $BABA $TCEHY #bytedance #semiconductors https://money.udn.com/money/story/5612/9222578from=edn_maintab_index https://money.udn.com/money/story/5612/9222578from=edn_maintab_index"  
[X Link](https://x.com/dnystedt/status/2003623721723134368)  2025-12-24T00:28Z 43K followers, 30.3K engagements


"Taiwan AI server maker Inventec announced plans to invest NT$14.5 billion (US$460M) to boost server other output in Mexico Thailand and Taiwan media report with the biggest amount NT$6.99B to Mexico for an AI server and automotive electronics factory NT$4.30B to Thailand for a new server and laptop factory and NT$3.28B in Taiwan for production equipment and facility construction. #AIservers #servers https://ec.ltn.com.tw/article/breakingnews/5294398 https://ec.ltn.com.tw/article/breakingnews/5294398"  
[X Link](https://x.com/dnystedt/status/2006587369760370786)  2026-01-01T04:44Z 43K followers, [----] engagements


"Shares soared overnight in US trade among industrial/robotic/sensor chip makers after Microchip Technology raised guidance. Allegro +10.8% Microchip +11.7% NXP Semi +9.9% Onsemi +5.2% STMicro +7.3% Texas Instruments +8.4%. Microchip raised its revenue guidance for the quarter ended Dec. [--] (FYQ3) to US$1.185 billion above the range $1.109B - $1.149B provided at its last earnings call. 1/2 $ALGM $MCHP $NXPI $ON $STM $TXN #semiconductors #semiconductor https://twitter.com/i/web/status/2008755866133316055 https://twitter.com/i/web/status/2008755866133316055"  
[X Link](https://x.com/dnystedt/status/2008755866133316055)  2026-01-07T04:21Z 43K followers, 10.8K engagements


"AI server shipments from Taiwans Big [--] makers continued to surge in December bucking seasonality as combined monthly revenue rose 35.9% year-on-year to NT$1.59 trillion a fresh record high amid booming demand. 1/10 $NVDA $DELL $HPE #AIservers #Foxconn #Quanta #Wistron"  
[X Link](https://x.com/dnystedt/status/2010303087798559064)  2026-01-11T10:49Z 43K followers, 25.5K engagements


"2/10 All six firms reported full-year record high revenue in [----] Foxconn NT$8.1 trillion +18.1% year-on-year Wistron NT$2.19 billion +108.4% Quanta NT$2.12 B +50.5% Wiwynn NT$950.7 B +163.7% Inventec NT$691.2 B +6.9% Gigabyte NT$336.9 B +27.1%"  
[X Link](https://x.com/dnystedt/status/2010303372898054343)  2026-01-11T10:50Z 43K followers, [----] engagements


"7/10 Taiwans Big [--] December revenue: Foxconn NT$862.9 billion +31.8% year-on-year Quanta NT$272.5 billion +94.6% Wistron NT$255.3 billion +141.6% Wiwynn NT$104.3 billion +140.9% Inventec NT$64.4 billion -10.9% Gigabyte NT$30.3 billion +72.2% #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte https://twitter.com/i/web/status/2010304645365936590 https://twitter.com/i/web/status/2010304645365936590"  
[X Link](https://x.com/dnystedt/status/2010304645365936590)  2026-01-11T10:55Z 43K followers, [---] engagements


"10/10 This year appears set to be much bigger than [----]. Foxconn and other Taiwan server makers will be joined by a number of other electronics companies leaping into AI server production to chase higher margins. A few giants Pegatron and Compal should really give the original [--] a run for their money. They also provide more capacity for expanding AI server demand. https://twitter.com/i/web/status/2010304890405581115 https://twitter.com/i/web/status/2010304890405581115"  
[X Link](https://x.com/dnystedt/status/2010304890405581115)  2026-01-11T10:56Z 43K followers, [----] engagements


"Links: Taiwans Big [--] AI server makers: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp. Gigabyte Technology Co. Ltd: Nvidia Quotes: Nvidia Rubin Platform Nvidia GB300 NVL72 Nvidia GB200 NVL72 Nvidia Blackwell Architecture https://developer.nvidia.com/blog/nvidia-blackwell-doubles-llm-training-performance-in-mlperf-training-v4-1/ https://www.nvidia.com/en-us/data-center/gb200-nvl72/ https://www.nvidia.com/en-us/data-center/gb300-nvl72/"  
[X Link](https://x.com/dnystedt/status/2010305005795074430)  2026-01-11T10:57Z 43K followers, [----] engagements


"Prices of ABF substrate used in AI chip packaging are on the rise in January as shipments for custom ASICs projects expand media report. Unimicron a primary substrate supplier to MAMA (Microsoft Amazon Meta Alphabet) raised [----] capex to NT$25.4 billion from NT$19.4B to meet orders of ABF substrate for ASICs (not GPUs) which are expected to double this year. $MSFT $AMZN $META $GOOGL #semiconductors https://ec.ltn.com.tw/article/breakingnews/5306921 https://twitter.com/i/web/status/2010902821861052440 https://ec.ltn.com.tw/article/breakingnews/5306921"  
[X Link](https://x.com/dnystedt/status/2010902821861052440)  2026-01-13T02:32Z 43K followers, [----] engagements


"Taiwan AI Server maker Inventec said it will invest NT$4.3 billion to renovate a plant and expand capacity in Thailand media report noting the plant makes laptops servers other products. #Inventec #Thailand #AIserver https://www.ctee.com.tw/news/20260116700164-430502 https://www.ctee.com.tw/news/20260116700164-430502"  
[X Link](https://x.com/dnystedt/status/2011976552985313363)  2026-01-16T01:39Z 43K followers, [----] engagements


"Taiwan AI server maker Inventec plans to double capex this year to US$1 billion or more amid continued strong demand for AI computing media report adding servers based on ASIC chips (non-Nvidia) will make up 50% of server shipments for Inventec this year. The companys AI server shipments doubled last year and accounted for 50% of overall server shipments. $BABA $BIDU $META $GOOGL $MSFT $AMZN #inventec #AIserver https://www.ctee.com.tw/news/20260121700071-439901 https://www.ctee.com.tw/news/20260121700071-439901"  
[X Link](https://x.com/dnystedt/status/2013778601611796730)  2026-01-21T01:00Z 43K followers, [----] engagements


"Rumor: Google is expanding TPU-based server production to Taiwans Inventec a longtime supplier of Googles server mainboards media report. Inventec is expected to make the TPU servers at its new Texas plant. Currently all Google AI server assembly (L10) is done in-house or by Celestica. Inventec recently announced a US$1 billion [----] capex plan to double AI server production. $GOOGL $CLS #Inventec #AIservers #TPU #semiconductors https://www.digitimes.com.tw/tech/dt/n/shwnws.aspCnlID=1&Cat=10&id=0000744497_GLX3MOIULBM33L6TJX5CH https://twitter.com/i/web/status/2014143678240215395"  
[X Link](https://x.com/dnystedt/status/2014143678240215395)  2026-01-22T01:10Z 43K followers, 14.3K engagements


"Unimicron Technology raised its [----] capex forecast to NT$25.4 billion (US$800 million) from NT$19.4 billion amid strong orders for ABF substrates media report adding Unimicron is the main supplier for [--] major US cloud service providers and ASIC chip-related orders are expected to grow exponentially compared to this year. Unimicrons board also approved an additional NT$2.5 billion for production equipment to be delivered in [----]. $AMZN $GOOGL $META $MSFT #Semiconductors https://ec.ltn.com.tw/article/breakingnews/5280248 https://ec.ltn.com.tw/article/breakingnews/5280248"  
[X Link](https://x.com/dnystedt/status/2001103228168261887)  2025-12-17T01:32Z 43K followers, 12.6K engagements


"Taiwans big memory chip packaging OSAT firms have hiked prices 30% amid strong demand media report adding Powertech Walton and ChipMOS may have to hike prices again amid overwhelming orders and nearly full capacity. The [--] companies declined to comment. $BESI $ONTO $KLAC #semiconductors #semiconductor https://money.udn.com/money/story/5612/9258921from=edn_maintab_index https://twitter.com/i/web/status/2010514738053333159 https://money.udn.com/money/story/5612/9258921from=edn_maintab_index https://twitter.com/i/web/status/2010514738053333159"  
[X Link](https://x.com/dnystedt/status/2010514738053333159)  2026-01-12T00:50Z 43K followers, [----] engagements


"2/5 Record Years: Saturday Jensen had dinner with supply chain partners is to thank them for what they did. We had a record year they had a record yearThis year they will have a record year again. $NVDA $TSM #Foxconn #Wistron #Quanta #Wiwynn #Mediatek #Pegatron #Compal #KYEC #semiconductors #AIservers https://twitter.com/i/web/status/2018139357304226246 https://twitter.com/i/web/status/2018139357304226246"  
[X Link](https://x.com/dnystedt/status/2018139357304226246)  2026-02-02T01:48Z 43K followers, [----] engagements


"TSMC plans to make 3nm chips in Japan at a fab under construction now in Kumamoto Prefecture media report adding Tokyo may provide additional subsidies for the advanced technology. TSMC will spend around US$17 billion on 3nm equipment higher than the $12.2 billion planned for the original 6/12nm fab. $TSM $AMAT $ASML $TOELY #Japan #semiconductors https://www.moneydj.com/kmdj/news/newsviewer.aspxa=4a6fea20-fc4e-47bc-8954-1ed9d37468d3 https://www.moneydj.com/kmdj/news/newsviewer.aspxa=4a6fea20-fc4e-47bc-8954-1ed9d37468d3"  
[X Link](https://x.com/dnystedt/status/2019207621253951815)  2026-02-05T00:33Z 43K followers, 10.4K engagements


"The president of Gigabyte Technology said the shortage of AI servers will continue despite a normalizing of the chip supply as stiff competition among cloud service providers and other businesses keeps demand strong media report adding he believes AI server demand will grow over the next [--] to 10-years. $SMCI $DELL #semiconductors #servers #AIservers #AI https://www.ctee.com.tw/news/20240530700080-430505 https://twitter.com/i/web/status/1795995835400131049 https://www.ctee.com.tw/news/20240530700080-430505 https://twitter.com/i/web/status/1795995835400131049"  
[X Link](https://x.com/dnystedt/status/1795995835400131049)  2024-05-30T01:49Z 43K followers, 10.2K engagements


"Rumor: Nvidia has approached a number of Taiwan machine tool and key component makers to join its humanoid robot supply chain including Hota Industrial Chieftek Hiwin media report citing unnamed industry sources . Nvidia will also reportedly set up a robot assembly base in Taiwan. $NVDA #semiconductors #semiconductor https://money.udn.com/money/story/5612/8397108from=edn_subcatelist_cate https://money.udn.com/money/story/5612/8397108from=edn_subcatelist_cate"  
[X Link](https://x.com/anyuser/status/1863412286062567751)  2024-12-02T02:38Z 43K followers, 96.3K engagements


"TSMC's 2nm process has achieved over 60% yield in trial production surpassing expectations media report citing unnamed supply chain sources. Mass production is on schedule for next year. The manufacturing technology is being developed in TSMCs Hsinchu (Baoshan) fab and when ready will be transferred to its Kaohsiung fab as well. The 2nm process will be TSMCs 1st to use a new type of transistor Nanosheet more complex than the FinFET transistors used in 3nm. $TSM $AAPL $AMD $INTC $AVGO $MRVL #semiconductors #semiconductor https://ec.ltn.com.tw/article/paper/1680811"  
[X Link](https://x.com/anyuser/status/1864983385363689550)  2024-12-06T10:41Z 43K followers, 230K engagements


"Nvidia CEO Jensen Huang said Nvidia and TSMC are currently working on a joint silicon photonics research project but results will take a few years time media report. Thread 1/3 $NVDA $TSM #semiconductors #AIservers https://www.cna.com.tw/news/afe/202501170296.aspx https://www.cna.com.tw/news/afe/202501170296.aspx"  
[X Link](https://x.com/anyuser/status/1880804085206835359)  2025-01-19T02:26Z 43K followers, 46.4K engagements


"Gigabyte Technology said orders for AI servers extend into [----] and it is expanding in a number of places to boost output including Brazil media report while its server assembly plants in the US Germany and Malaysia will open later this year. #AIservers https://money.udn.com/money/story/5710/8651946 https://twitter.com/i/web/status/1909069906429235706 https://money.udn.com/money/story/5710/8651946 https://twitter.com/i/web/status/1909069906429235706"  
[X Link](https://x.com/dnystedt/status/1909069906429235706)  2025-04-07T02:25Z 43K followers, [----] engagements


"Orders for Nvidia GB300 AI servers are so big they are unimaginable said the head of Quanta Computers AI server business Mike Yang media report adding AI server shipments will peak in the 4th quarter this year while the 3rd quarter remains a transition period between old and new (GB300) products. 1/2 $NVDA $TSM $AVGO #semiconductors #GB300 #AIservers https://twitter.com/i/web/status/1966749340577526032 https://twitter.com/i/web/status/1966749340577526032"  
[X Link](https://x.com/anyuser/status/1966749340577526032)  2025-09-13T06:22Z 43K followers, 125.6K engagements


"When Nvidia H200 chips are given the green light for China AI server maker Gigabyte stands ready for immediate mass production Gigabyte Chairman Yeh said media report adding he believes the chips will eventually be given clearance by both nations. 1/3 $NVDA #Gigabyte #AIservers https://www.cna.com.tw/news/afe/202601130340.aspx https://www.cna.com.tw/news/afe/202601130340.aspx"  
[X Link](https://x.com/dnystedt/status/2011249750058906015)  2026-01-14T01:31Z 43K followers, [----] engagements


"2/3 Nvidia continues to work with all AI server makers and has not chosen only three (Foxconn Wistron Quanta) as partners for Vera Rubin-based servers media report citing Gigabyte Technology Chairman Yeh. He said The Big Four cloud giants (Amazon Microsoft Google Meta) favor big standardized OEM partners but Nvidia would never sacrifice flexibility for a 3-vendor monopoly. https://ec.ltn.com.tw/article/breakingnews/5308812 https://ec.ltn.com.tw/article/breakingnews/5308812"  
[X Link](https://x.com/dnystedt/status/2011249816094064868)  2026-01-14T01:31Z 43K followers, [----] engagements


"Nvidia CEO Jensen Huang talked with Taiwan media: -Record years for Nvidia and supply chain partners -OpenAI investment -New Taipei HQ "will be a beautiful sight -Hiring in Taiwan we need a lot more engineers Thread 1/5 $NVDA $TSM $ASX #KYEC #Foxconn #Wistron #Quanta #Taiwan"  
[X Link](https://x.com/dnystedt/status/2018139215197098408)  2026-02-02T01:47Z 43K followers, [----] engagements


"Spot prices for passive components called MLCCs (Multi-Layer Ceramic Capacitors) have soared 20% in China and Taiwan makers Yageo Walsin Tech are likely to negotiate higher contract prices media report. MLCCs are made in such massive volumes they are known as the rice of the electronics industry. The worlds biggest MLCC maker Japans Murata and rival TDK both gave positive outlooks for the industry during quarterly earnings calls yesterday. $2327 $2492 $6981 $6762 https://money.udn.com/money/story/5612/9307222 https://money.udn.com/money/story/5612/9307222"  
[X Link](https://x.com/dnystedt/status/2018853806528991503)  2026-02-04T01:07Z 43K followers, [----] engagements


"I've been out for a little over a week. What'd I miss"  
[X Link](https://x.com/dnystedt/status/2022525480172453985)  2026-02-14T04:17Z 43K followers, [----] engagements

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