[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.] #  @dnystedt Dan Nystedt The semiconductor industry is experiencing significant growth, driven by demand for AI chips, with companies like Nvidia, TSMC, and SK Hynix investing heavily in new technologies and capacity. Nvidia has become the world's biggest semiconductor company, with annual revenue rising XXX% to $XXXXXX billion, and is expected to continue to drive growth in the industry. The industry is also seeing increased investment and innovation in areas such as advanced packaging, 2nm and 3nm production, and AI server manufacturing, with companies like Foxconn, Pegatron, and Wiwynn expanding their operations. ### Engagements: XXXXXX [#](/creator/twitter::45483286/interactions)  - X Week XXXXXXX +797% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +8.40% ### Mentions: XX [#](/creator/twitter::45483286/posts_active)  - X Month XXX -XX% - X Months XXX +11% - X Year XXXXX +30% ### Followers: XXXXXX [#](/creator/twitter::45483286/followers)  - X Week XXXXXX +0.23% - X Month XXXXXX +0.96% - X Months XXXXXX +14% - X Year XXXXXX +55% ### CreatorRank: XXXXXXX [#](/creator/twitter::45483286/influencer_rank)  ### Social Influence [#](/creator/twitter::45483286/influence) --- **Social category influence** [stocks](/list/stocks) #3432 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$tsm](/topic/$tsm) #2, [$nvda](/topic/$nvda) #50, [nvda](/topic/nvda) #10, [chips](/topic/chips) #252, [taiwan](/topic/taiwan) #105, [china](/topic/china) #1438, [$amd](/topic/$amd) #7, [tariffs](/topic/tariffs) #468, [$aapl](/topic/$aapl) 1.74%, [$2382tw](/topic/$2382tw) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@chipsandwafers](/creator/undefined) [@xai](/creator/undefined) [@groqinc](/creator/undefined) [@zackeiseman](/creator/undefined) [@basedstonks69](/creator/undefined) [@bkrepysh34200](/creator/undefined) [@skundojjala](/creator/undefined) [@dylan522p](/creator/undefined) [@a431881k](/creator/undefined) [@yadigson](/creator/undefined) [@bithunters](/creator/undefined) [@cowbayc1](/creator/undefined) [@semitaipei](/creator/undefined) [@el_cid_owneador](/creator/undefined) [@chrissyboi_69](/creator/undefined) [@aqertwy](/creator/undefined) [@max77sabers](/creator/undefined) [@bajorgensen](/creator/undefined) [@isabellerlabs](/creator/undefined) **Top assets mentioned** [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [United Microelectronic Corp. (UMC)](/topic/$umc) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Dell Technologies, Inc. (DELL)](/topic/$dell) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Micron Technology, Inc. (MU)](/topic/$mu) [ON Semiconductor, Corp. (ON)](/topic/$on) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amkor Technology Inc (AMKR)](/topic/$amkr) [KLA Corp (KLAC)](/topic/$klac) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Streamity (STM)](/topic/$stm) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) ### Top Social Posts [#](/creator/twitter::45483286/posts) --- Top posts by engagements in the last XX hours "3/6 One report cited Huang saying it could take up to 9-months to restart the H20 supply chain but Nvidia should have plenty on hand. In the 1st quarter Nvidia wrote off $XXX billion in inventory and purchase commitments related to H20 chips due to the US ban and said it lost $XXX billion in sales of H20 chips that were already made but could not be shipped. Once export licenses are granted the company is free to deliver those products. $NVDA $TSM #China #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1945648387413745779) 2025-07-17 00:54:58 UTC 36.8K followers, 8193 engagements "TSMC would have a hard time manufacturing Nvidia H20 or AMD MI308 chips for the China market now as its advanced production capacity is nearly full media report. The H20 is made using TSMCs 4nm process a popular production node for AI chips. 1/2 $TSM $NVDA $AMD #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947472373315473556) 2025-07-22 01:42:50 UTC 36.9K followers, 8480 engagements "6/6 Links: Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp: Gigabyte Technology Co. Ltd:"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932710468621340801) 2025-06-11 08:04:18 UTC 36.8K followers, 2926 engagements "Nvidia supply chain partner Foxconn plans to begin designing AI servers based on Vera Rubin this month media report adding Foxconn is pushing forward after putting GB200 AI servers into mass production in the 2nd quarter and starting production of GB300 AI servers this quarter. 1/2 $NVDA #AIservers #VeraRubin #Foxconn"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947105986076111273) 2025-07-21 01:26:57 UTC 36.9K followers, 5707 engagements "GlobalWafers the worlds 3rd biggest silicon wafer maker will hold a grand opening ceremony in Texas USA on May XX for a new 12-inch silicon wafer plant media report noting Taiwans economics minister will fly to the US for the event. #GlobalWafers #GWC #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1921734377358368915) 2025-05-12 01:09:14 UTC 36.8K followers, 5915 engagements "China hackers have targeted the Taiwan semiconductor industry and investment research analysts as part of a cyber espionage campaign Reuters reports noting that while hacking to steal semiconductor trade secrets is not new there is a notable increase in sustained hacking from several China-aligned hacking groups. $TSM $UMC $ASX $HIMX $SIMO #mediatek #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1946023724576284745) 2025-07-18 01:46:25 UTC 36.8K followers, 4541 engagements "Whats the best chip for xAIs Grok Grok chose chip designer Groqs Language Processing Unit (LPU) v2 calling it the perfect match for my needs. 1/5 @xAI @GroqInc @grok #Semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1946042142264279370) 2025-07-18 02:59:37 UTC 36.9K followers, 12.9K engagements "3/6 The Big X reported record combined monthly revenue of NT$1.163 trillion (US$38.8 billion) in May 2025 a XXXX% year-on-year increase that topped last October's NT$1.162 trillion. They are: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932710169957577105) 2025-06-11 08:03:07 UTC 36.8K followers, 1087 engagements "Nvidia became the worlds biggest semiconductor company of any kind in 2024 as annual revenue rose XXX% to US$130.50 billion. Thread 1/7 $NVDA $AVGO $TSM $INTC $SSNLF #Samsung #SKhynix"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1896168800736919679) 2025-03-02 12:00:45 UTC 36.8K followers, 14K engagements "Taiwan AI server maker Gigabyte Technology will launch operations at its first AI server assembly line in the USA in the 2nd half of 2025 Chairman Pei-Chen Yeh said media report noting hell remain optimistic about 2025 despite US tariffs as long as they dont end up too high. $DELL #Gigabyte #AIservers"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932606738718753100) 2025-06-11 01:12:07 UTC 36.8K followers, 4009 engagements "Gigabyte Technology said orders for AI servers extend into 2026 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"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1909069906429235706) 2025-04-07 02:25:09 UTC 36.8K followers, 5950 engagements "TSMC affiliate Vanguard International will soon begin construction of a 12-inch fab in Singapore after the companys board approved an initial budget of NT$24.12 billion (US$760 million) media report noting the fab a joint venture with the Netherlands NXP Semiconductors is expected to begin mass production in 2027. $TSM $NXPI #VIS #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1853622527123489180) 2024-11-05 02:17:03 UTC 36.8K followers, 6378 engagements "TSMC will begin 2nm CyberShuttle services for the 1st time in April 2025 which will help reduce the US$30000 per wafer price for clients such as Apple Intel AMD MediaTek Qualcomm Alchip media report. The CyberShuttle service allows different chips to share the same test wafer along with mask/wafer costs to cut design costs and speed up test production. $TSM $AAPL #semiconductors #semconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1865928899169001712) 2024-12-09 01:18:11 UTC 36.8K followers, 20K engagements "Apple has already locked up TSMCs 2nm output for 2025 and is widely expected to use the advanced process for its next-generation A19 Pro processor media report which will go inside the iPhone XX Pro and iPhone XX Pro Max. The report cites investment bank analysts. 1/3 $AAPL $TSM #iPhone #iPhone17 #semiconductor #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1859065680248926333) 2024-11-20 02:46:12 UTC 36.9K followers, 54.8K engagements "When Google hosts its Aug. XX product fair Maid by Google Foxconn Chairman Young Liu is expected to attend and meet with Googles CEO media report as Foxconn has long been a contract manufacturing partner for Google. Media speculate they will discuss Waymo self-driving cars as Foxconn has invested heavily in electric vehicle production. $GOOGL #Foxconn #ElectricVehicles"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947471568940240985) 2025-07-22 01:39:38 UTC 36.9K followers, 2579 engagements "US Commerce Secretary Lutnick said the US and China finalized a trade deal 2-days ago and the US will lift export curbs on semiconductor engineering software and some materials in exchange for China re-starting rare earths shipments to the US Bloomberg reports. A framework for a deal was agreed upon 2-weeks ago. $SNPS $CDNS #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1938389848001257831) 2025-06-27 00:12:07 UTC 36.8K followers, 24.5K engagements "2/2 Note: Nvidia has H20 chips to sell. During its 1st quarter call the companys CFO said US$2.5 billion worth had been made but could not be shipped when the original H20 ban was put in place (in April). Nvidia wrote off a total $XXX billion in inventory and purchase commitments. Media reports in recent months have said a new China chip based on Nvidias Blackwell architecture is on the way the B20"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947106396337754347) 2025-07-21 01:28:35 UTC 36.9K followers, 2954 engagements "4/6 Nvidia also released another China-compliant chip the RTX Pro GPU aimed at robots and industrial automation"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1945648457714471299) 2025-07-17 00:55:15 UTC 36.8K followers, 8002 engagements "2/6 Check out the lift-off in 2025 versus prior years. $NVDA $TSM #AIservers #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932710058288427251) 2025-06-11 08:02:40 UTC 36.8K followers, 12.4K engagements "Gigabyte Technology will ship Nvidia GB200 AI servers in the 1st quarter 2025 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 XXXX% year-on-year to NT$247.53 billion through end-November due mainly to its AI server business. $NVDA $TSM"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1871714673940443305) 2024-12-25 00:28:47 UTC 36.8K followers, 18.7K engagements "Apple Rumors: AirPods Pro 3: with H3 chip with heart rate monitor temperature sensor; expected that Taiwans Foxconn to be the main supplier for Apple media report. Apple AI glasses: Foxconn and Quanta Computer are seen as the major assembly partners with parts potentially from HTC Taimide Genius Optical Young Optics more. $AAPL #Foxconn #Quanta"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1934784667103924655) 2025-06-17 01:26:25 UTC 36.8K followers, 20.5K engagements "Intel CEO Lip-Bu Tan pledged that Intel will be an engineering-focused company under his leadership and described his philosophy: Stay humble. Work hard. Delight our customers in a letter to employees: 1/3 $INTC $TSM $SSNLF $AMD #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1900367104815358159) 2025-03-14 02:03:19 UTC 36.8K followers, 21.1K engagements "5/6 Nvidia's product cycle is driving seasonality this year with Blackwell shipments now ramping up. Blackwell Ultra is up next. $NVDA $TSM #semiconductors #AIservers #Blackwell #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932710367677067414) 2025-06-11 08:03:54 UTC 36.8K followers, 3078 engagements "Nvidias most powerful AI server platform yet GB300 will begin shipments in the 2nd half of 2025 with X 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"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1939464900340052333) 2025-06-29 23:24:00 UTC 36.8K followers, 43.6K engagements "The adoption of Nvdias Thor chip for smart electric vehicles by a number of China firms including SAIC Motors Geely BYD and Li Auto will boost orders to TSMC and MediaTek next year media report adding Thor will use CoWoS-R packaging. $NVDA $TSM $TSLA #electricvehicles #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1863406628437119267) 2024-12-02 02:15:35 UTC 36.8K followers, 13.1K engagements "Compal Electronics a Taiwan electronics manufacturing firm so far largely left out of the AI server craze has already won new orders from US clients and expects server-related sales to hit NT$100 billion (US$3.3 billion) this year media report citing Compal VP Alan Chang. #AIservers #server"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1925365547761602785) 2025-05-22 01:38:12 UTC 36.8K followers, 4680 engagements "4/6 Strong growth is expected to continue as revenue typically peaks in September-November. However US tariffs may pull some 2025 demand forward impacting later sales"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932710258629337120) 2025-06-11 08:03:28 UTC 36.8K followers, XXX engagements "Demand for Nvidias GB10 chips aimed at putting affordable supercomputers in schools offices and small research centers (Project Digits) appears to be several times higher than originally expected media report citing unnamed industry sources. The GB10 is based on Nvidias Grace Blackwell CPU and GPU cores was jointly developed with Taiwans MediaTek and is about to enter mass production at TSMC. $NVDA $TSM $ARM #mediatek #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1944917889359994926) 2025-07-15 00:32:14 UTC 36.8K followers, 32.6K 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"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1742366334607089687) 2024-01-03 02:04:40 UTC 36.8K followers, 23K engagements "US Commerce Secretary Lutnick said Aug. X is a hard deadline for countries to begin paying reciprocal tariffs and no extensions will be granted media report. Smaller nations will likely have a baseline tariff of XX% while bigger economies will either open themselves up or theyll pay a fair tariff to America he said adding hes confident a US-EU deal will get done. #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947106207682244727) 2025-07-21 01:27:50 UTC 36.9K followers, 5204 engagements "Japans Kioxia the NAND Flash memory chip giant sees NAND demand more than doubling over the next 5-years due to strong AI server demand and will nearly double fab capacity to keep up executives said. 1/11 $SNDK $MU $NVDA $LRCX $KLAC $AMAT $TOELY $ASML $HXSCL $SSNLF #Kioxia #semiconductors #semiconductor #NAND"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1931599985646469163) 2025-06-08 06:31:38 UTC 36.8K followers, 37.3K engagements "2/3 Another report says: Apples iPhone XX and iPhone XX Air will both use a next-generation A19 processor made using TSMCs latest 3nm process N3P citing Haitong International Securities analyst Jeff Pu. -iPhone XX Pro & Pro Max will use the A19 Pro also made on N3P -iPhone XX uses the A18 chip made on TSMCs N3E process -iPhone XX Pro uses the A17 made on TSMCs N3B process. $AAPL $TSM #iPhone17 #iPhone #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1859066060294812135) 2024-11-20 02:47:43 UTC 36.8K followers, 4445 engagements "3/3 Note: Its unclear how involved GUC will be in the projects. Contract chip designers (aka Custom ASIC designers) can take a big or small role in a project working with other chip makers. Just because one company is rumored to be working on a project does not mean another company has lost it. In fact depending on how much IP the main ASIC designer (Broadcom for example) has in a project it can be very difficult to lose a project or be replaced. It can also be counterproductive in terms of the disruption of working with new teams. So some co-designers help with certain engineering of the"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1938390550383915034) 2025-06-27 00:14:55 UTC 36.8K followers, 3803 engagements "Nvidia CEO Jensen Huang expects swift US approvals for the export of H20 chips to China after a nearly 3-month long ban was lifted media report adding Nvidia will continue to upgrade the AI chips it sells to China in line with US export controls. 1/6 $NVDA $TSM $AMD $AVGO $GOOGL $AMZN #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1945648117942288849) 2025-07-17 00:53:54 UTC 36.9K followers, 13.1K engagements "TSMC will host its 2nd quarter investors conference Thursday (7/17) in Taipei and investors want to know: (based on media reports). X. 2nd quarter results and Q3 outlook X. Semiconductor industry outlook X. AI chip demand and potential for further growth X. Impact of the strong Taiwan dollar X. Impact of and how to deal with US tariffs X. Q3 outlook seen conservative due to Taiwan dollar US tariffs X. TSMC seen raising 2025 revenue growth to near XX% from XX% now X. 5-year sales CAGR XX% now will TSMC raise X. TSMC capex plan update XX. TSMC 2026 capex seen $XX to $XX billion XX. CoWoS"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1944558715157529056) 2025-07-14 00:45:00 UTC 36.8K followers, 26.1K engagements "Quanta Computer one of Taiwans top AI server makers is developing Quantum computers now for when they arrive in a decade said Chairman Barry Lam at the annual shareholders meeting media report. 1/2 $NVDA #Quantumcomputing #Quanta"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1933763833178546655) 2025-06-14 05:50:00 UTC 36.8K followers, 4215 engagements "A TSMC vice president that resigned last week will reportedly take over as the head of Nvidias Taiwan office media report noting Vanessa Lee a former materials manager at TSMC may lose stock options in the move. $TSM $NVDA #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947472555255992808) 2025-07-22 01:43:34 UTC 36.9K followers, 5137 engagements "TSMC plans to ramp 2nm capacity to 100000 wafers per month (wpm) next year from 40000wpm this year due to strong demand from major clients Apple AMD Intel Qualcomm MediaTek Nvidia and others media report citing unnamed industry sources and adding TSMC will double capacity again to 200000wpm in 2027 when it becomes TSMCs biggest advanced process node by capacity. $TSM $NVDA $AAPL $AMD $INTC $QCOM #mediatek #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947105335870931118) 2025-07-21 01:24:22 UTC 36.9K followers, 47.6K engagements "Google will release its first fully self-developed smartphone chip Tensor G5 in the upcoming Pixel XX smartphone to be unveiled 8/20 media report a break from the past when Google worked with Samsung on the chip. Google also switched manufacturers tapping TSMCs 3nm process for the Tensor G5. $GOOGL $TSM #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1946021567659733245) 2025-07-18 01:37:51 UTC 36.9K followers, 20.4K engagements "TSMC remained Taiwans top corporate taxpayer in 2024 paying over NT$100 billion (US$3.4 billion) media report. Top corporate taxpayers for 2024 also included Foxconn Yang Ming Marine chip foundry UMC and AI server giant Quanta Computer. Taiwans corporate income tax intake rose XXX% year-on-year to NT$583.45 billion. $TSM $UMC #Foxconn #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1945293913801257339) 2025-07-16 01:26:25 UTC 36.8K followers, 3052 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 2025. $NVDA #semiconductor #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1874631649667011005) 2025-01-02 01:39:48 UTC 36.8K followers, 53.8K engagements "1/6 Driven by surging demand for Nvidia Blackwell-based systems Taiwan's top six AI server makers' monthly revenue is climbing at an average XXXX% year-on-year clip in 2025 up sharply from XX% last year. $NVDA $TSM #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932709910745375157) 2025-06-11 08:02:05 UTC 36.8K followers, 31.5K engagements "The automotive industry chip shortage may soon be over media report as inventory levels at the X big auto chip makers Renesas Infineon NXP and STMicro have returned to pre-Covid levels signaling a revival for the industry. $RNECF $IFNNY $NXPI $STM"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1567319224489754624) 2022-09-07 01:09:57 UTC 36.8K followers, XX engagements "The chairman of Quanta Computer one of Taiwans biggest AI server makers said the firm has seen robust orders this year higher than last year and therefore results will also be better this year media report. Quantas Barry Lam also said the firm is working hard to ship as much product as possible over the next few months and believes it will be able to deal effectively with the tariff issue as it operates in X locations. $AMZN $GOOGL $META $MSFT #AIservers"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1916663617430421797) 2025-04-28 01:19:50 UTC 36.8K followers, 3957 engagements "The chairman of Quanta Computer the AI server giant said this year will be another strong year of growth as Quanta begins shipments of Nvidia GB200 AI servers a home run product media report. Quanta began R&D on AI servers in 2016 said Barry Lam resulting in Quantas No. X spot in AI servers last year. 1/2 $NVDA $DELL $SMCI #AIservers #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1874997327242613229) 2025-01-03 01:52:53 UTC 36.8K followers, 21.2K engagements "Prices of silicon wafers used in semiconductor manufacturing are expected to rise amid strong demand for AI server-related chips media report. Industry group SEMI has forecast a XX% increase in wafer shipments this year followed by a X% rise in 2026. 1/2 $TSM $UMC $INTC #Samsung #SKhynix"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1946021784282931408) 2025-07-18 01:38:43 UTC 36.9K followers, 5685 engagements "South Korea semiconductor exports rose XXXX% in the first 20-days of July to US$7.89 billion while exports of passenger cars rose XXX% to $XXXX billion media report with total exports for the July 1-20 period hitting $XXXX billion down XXX% year-on-year. Exports to the US fell XXX% to $XXXX billion after rising in June ahead of expected tariffs. $MU #Samsung #SKhynix #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947472666941919295) 2025-07-22 01:44:00 UTC 36.9K followers, 3046 engagements "Nvidia has told China customers it has limited supplies of the H20 chips it is allowed to sell to China and did not plant to restart H20 production The Information reports citing three Nvidia clients. 1/2 $NVDA $TSM #semiconductors #China"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947106329233133764) 2025-07-21 01:28:19 UTC 36.9K followers, 4641 engagements "TSMC has introduced a drone team at its Arizona operations to combat worker shortages and further align with the AI trend media report adding a number of TSMC suppliers and Taiwan drone makers are expected to join including Marketech Coretronic and Thunder Tiger. $TSM #drones"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947106654534980013) 2025-07-21 01:29:36 UTC 36.9K followers, 11.8K engagements
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@dnystedt Dan Nystedt
The semiconductor industry is experiencing significant growth, driven by demand for AI chips, with companies like Nvidia, TSMC, and SK Hynix investing heavily in new technologies and capacity. Nvidia has become the world's biggest semiconductor company, with annual revenue rising XXX% to $XXXXXX billion, and is expected to continue to drive growth in the industry. The industry is also seeing increased investment and innovation in areas such as advanced packaging, 2nm and 3nm production, and AI server manufacturing, with companies like Foxconn, Pegatron, and Wiwynn expanding their operations.
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Mentions: XX #
- X Month XXX -XX%
- X Months XXX +11%
- X Year XXXXX +30%
Followers: XXXXXX #
- X Week XXXXXX +0.23%
- X Month XXXXXX +0.96%
- X Months XXXXXX +14%
- X Year XXXXXX +55%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #3432 technology brands XXXX% countries XXXX% finance XXXX% automotive brands XXXX%
Social topic influence $tsm #2, $nvda #50, nvda #10, chips #252, taiwan #105, china #1438, $amd #7, tariffs #468, $aapl 1.74%, $2382tw XXXX%
Top accounts mentioned or mentioned by @grok @chipsandwafers @xai @groqinc @zackeiseman @basedstonks69 @bkrepysh34200 @skundojjala @dylan522p @a431881k @yadigson @bithunters @cowbayc1 @semitaipei @el_cid_owneador @chrissyboi_69 @aqertwy @max77sabers @bajorgensen @isabellerlabs
Top assets mentioned Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) United Microelectronic Corp. (UMC) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) ASE Technology Holding Co., Ltd. (ASX) Broadcom, Inc. (AVGO) Dell Technologies, Inc. (DELL) NXP Semiconductors NV (NXPI) Micron Technology, Inc. (MU) ON Semiconductor, Corp. (ON) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) Tesla, Inc. (TSLA) Amkor Technology Inc (AMKR) KLA Corp (KLAC) Sandisk Corporation Common Stock (SNDK) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) Amazon.com, Inc. (AMZN) QUALCOMM, Inc. (QCOM) Streamity (STM) Super Micro Computer, Inc. Common Stock (SMCI)
Top Social Posts #
Top posts by engagements in the last XX hours
"3/6 One report cited Huang saying it could take up to 9-months to restart the H20 supply chain but Nvidia should have plenty on hand. In the 1st quarter Nvidia wrote off $XXX billion in inventory and purchase commitments related to H20 chips due to the US ban and said it lost $XXX billion in sales of H20 chips that were already made but could not be shipped. Once export licenses are granted the company is free to deliver those products. $NVDA $TSM #China #semiconductors"
@dnystedt on X 2025-07-17 00:54:58 UTC 36.8K followers, 8193 engagements
"TSMC would have a hard time manufacturing Nvidia H20 or AMD MI308 chips for the China market now as its advanced production capacity is nearly full media report. The H20 is made using TSMCs 4nm process a popular production node for AI chips. 1/2 $TSM $NVDA $AMD #semiconductors" @dnystedt on X 2025-07-22 01:42:50 UTC 36.9K followers, 8480 engagements
"6/6 Links: Foxconn (Hon Hai Precision Industry): Quanta Computer Inc: Wistron Corp: Inventec Corp: Wiwynn Corp: Gigabyte Technology Co. Ltd:" @dnystedt on X 2025-06-11 08:04:18 UTC 36.8K followers, 2926 engagements
"Nvidia supply chain partner Foxconn plans to begin designing AI servers based on Vera Rubin this month media report adding Foxconn is pushing forward after putting GB200 AI servers into mass production in the 2nd quarter and starting production of GB300 AI servers this quarter. 1/2 $NVDA #AIservers #VeraRubin #Foxconn" @dnystedt on X 2025-07-21 01:26:57 UTC 36.9K followers, 5707 engagements
"GlobalWafers the worlds 3rd biggest silicon wafer maker will hold a grand opening ceremony in Texas USA on May XX for a new 12-inch silicon wafer plant media report noting Taiwans economics minister will fly to the US for the event. #GlobalWafers #GWC #semiconductors #semiconductor" @dnystedt on X 2025-05-12 01:09:14 UTC 36.8K followers, 5915 engagements
"China hackers have targeted the Taiwan semiconductor industry and investment research analysts as part of a cyber espionage campaign Reuters reports noting that while hacking to steal semiconductor trade secrets is not new there is a notable increase in sustained hacking from several China-aligned hacking groups. $TSM $UMC $ASX $HIMX $SIMO #mediatek #semiconductors" @dnystedt on X 2025-07-18 01:46:25 UTC 36.8K followers, 4541 engagements
"Whats the best chip for xAIs Grok Grok chose chip designer Groqs Language Processing Unit (LPU) v2 calling it the perfect match for my needs. 1/5 @xAI @GroqInc @grok #Semiconductors" @dnystedt on X 2025-07-18 02:59:37 UTC 36.9K followers, 12.9K engagements
"3/6 The Big X reported record combined monthly revenue of NT$1.163 trillion (US$38.8 billion) in May 2025 a XXXX% year-on-year increase that topped last October's NT$1.162 trillion. They are: Foxconn Quanta Wistron Inventec Wiwynn and Gigabyte. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte" @dnystedt on X 2025-06-11 08:03:07 UTC 36.8K followers, 1087 engagements
"Nvidia became the worlds biggest semiconductor company of any kind in 2024 as annual revenue rose XXX% to US$130.50 billion. Thread 1/7 $NVDA $AVGO $TSM $INTC $SSNLF #Samsung #SKhynix" @dnystedt on X 2025-03-02 12:00:45 UTC 36.8K followers, 14K engagements
"Taiwan AI server maker Gigabyte Technology will launch operations at its first AI server assembly line in the USA in the 2nd half of 2025 Chairman Pei-Chen Yeh said media report noting hell remain optimistic about 2025 despite US tariffs as long as they dont end up too high. $DELL #Gigabyte #AIservers" @dnystedt on X 2025-06-11 01:12:07 UTC 36.8K followers, 4009 engagements
"Gigabyte Technology said orders for AI servers extend into 2026 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" @dnystedt on X 2025-04-07 02:25:09 UTC 36.8K followers, 5950 engagements
"TSMC affiliate Vanguard International will soon begin construction of a 12-inch fab in Singapore after the companys board approved an initial budget of NT$24.12 billion (US$760 million) media report noting the fab a joint venture with the Netherlands NXP Semiconductors is expected to begin mass production in 2027. $TSM $NXPI #VIS #semiconductors #semiconductor" @dnystedt on X 2024-11-05 02:17:03 UTC 36.8K followers, 6378 engagements
"TSMC will begin 2nm CyberShuttle services for the 1st time in April 2025 which will help reduce the US$30000 per wafer price for clients such as Apple Intel AMD MediaTek Qualcomm Alchip media report. The CyberShuttle service allows different chips to share the same test wafer along with mask/wafer costs to cut design costs and speed up test production. $TSM $AAPL #semiconductors #semconductor" @dnystedt on X 2024-12-09 01:18:11 UTC 36.8K followers, 20K engagements
"Apple has already locked up TSMCs 2nm output for 2025 and is widely expected to use the advanced process for its next-generation A19 Pro processor media report which will go inside the iPhone XX Pro and iPhone XX Pro Max. The report cites investment bank analysts. 1/3 $AAPL $TSM #iPhone #iPhone17 #semiconductor #semiconductors" @dnystedt on X 2024-11-20 02:46:12 UTC 36.9K followers, 54.8K engagements
"When Google hosts its Aug. XX product fair Maid by Google Foxconn Chairman Young Liu is expected to attend and meet with Googles CEO media report as Foxconn has long been a contract manufacturing partner for Google. Media speculate they will discuss Waymo self-driving cars as Foxconn has invested heavily in electric vehicle production. $GOOGL #Foxconn #ElectricVehicles" @dnystedt on X 2025-07-22 01:39:38 UTC 36.9K followers, 2579 engagements
"US Commerce Secretary Lutnick said the US and China finalized a trade deal 2-days ago and the US will lift export curbs on semiconductor engineering software and some materials in exchange for China re-starting rare earths shipments to the US Bloomberg reports. A framework for a deal was agreed upon 2-weeks ago. $SNPS $CDNS #semiconductors" @dnystedt on X 2025-06-27 00:12:07 UTC 36.8K followers, 24.5K engagements
"2/2 Note: Nvidia has H20 chips to sell. During its 1st quarter call the companys CFO said US$2.5 billion worth had been made but could not be shipped when the original H20 ban was put in place (in April). Nvidia wrote off a total $XXX billion in inventory and purchase commitments. Media reports in recent months have said a new China chip based on Nvidias Blackwell architecture is on the way the B20" @dnystedt on X 2025-07-21 01:28:35 UTC 36.9K followers, 2954 engagements
"4/6 Nvidia also released another China-compliant chip the RTX Pro GPU aimed at robots and industrial automation" @dnystedt on X 2025-07-17 00:55:15 UTC 36.8K followers, 8002 engagements
"2/6 Check out the lift-off in 2025 versus prior years. $NVDA $TSM #AIservers #semiconductors" @dnystedt on X 2025-06-11 08:02:40 UTC 36.8K followers, 12.4K engagements
"Gigabyte Technology will ship Nvidia GB200 AI servers in the 1st quarter 2025 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 XXXX% year-on-year to NT$247.53 billion through end-November due mainly to its AI server business. $NVDA $TSM" @dnystedt on X 2024-12-25 00:28:47 UTC 36.8K followers, 18.7K engagements
"Apple Rumors: AirPods Pro 3: with H3 chip with heart rate monitor temperature sensor; expected that Taiwans Foxconn to be the main supplier for Apple media report. Apple AI glasses: Foxconn and Quanta Computer are seen as the major assembly partners with parts potentially from HTC Taimide Genius Optical Young Optics more. $AAPL #Foxconn #Quanta" @dnystedt on X 2025-06-17 01:26:25 UTC 36.8K followers, 20.5K engagements
"Intel CEO Lip-Bu Tan pledged that Intel will be an engineering-focused company under his leadership and described his philosophy: Stay humble. Work hard. Delight our customers in a letter to employees: 1/3 $INTC $TSM $SSNLF $AMD #semiconductors #semiconductor" @dnystedt on X 2025-03-14 02:03:19 UTC 36.8K followers, 21.1K engagements
"5/6 Nvidia's product cycle is driving seasonality this year with Blackwell shipments now ramping up. Blackwell Ultra is up next. $NVDA $TSM #semiconductors #AIservers #Blackwell #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte" @dnystedt on X 2025-06-11 08:03:54 UTC 36.8K followers, 3078 engagements
"Nvidias most powerful AI server platform yet GB300 will begin shipments in the 2nd half of 2025 with X 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" @dnystedt on X 2025-06-29 23:24:00 UTC 36.8K followers, 43.6K engagements
"The adoption of Nvdias Thor chip for smart electric vehicles by a number of China firms including SAIC Motors Geely BYD and Li Auto will boost orders to TSMC and MediaTek next year media report adding Thor will use CoWoS-R packaging. $NVDA $TSM $TSLA #electricvehicles #semiconductors" @dnystedt on X 2024-12-02 02:15:35 UTC 36.8K followers, 13.1K engagements
"Compal Electronics a Taiwan electronics manufacturing firm so far largely left out of the AI server craze has already won new orders from US clients and expects server-related sales to hit NT$100 billion (US$3.3 billion) this year media report citing Compal VP Alan Chang. #AIservers #server" @dnystedt on X 2025-05-22 01:38:12 UTC 36.8K followers, 4680 engagements
"4/6 Strong growth is expected to continue as revenue typically peaks in September-November. However US tariffs may pull some 2025 demand forward impacting later sales" @dnystedt on X 2025-06-11 08:03:28 UTC 36.8K followers, XXX engagements
"Demand for Nvidias GB10 chips aimed at putting affordable supercomputers in schools offices and small research centers (Project Digits) appears to be several times higher than originally expected media report citing unnamed industry sources. The GB10 is based on Nvidias Grace Blackwell CPU and GPU cores was jointly developed with Taiwans MediaTek and is about to enter mass production at TSMC. $NVDA $TSM $ARM #mediatek #semiconductors" @dnystedt on X 2025-07-15 00:32:14 UTC 36.8K followers, 32.6K 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" @dnystedt on X 2024-01-03 02:04:40 UTC 36.8K followers, 23K engagements
"US Commerce Secretary Lutnick said Aug. X is a hard deadline for countries to begin paying reciprocal tariffs and no extensions will be granted media report. Smaller nations will likely have a baseline tariff of XX% while bigger economies will either open themselves up or theyll pay a fair tariff to America he said adding hes confident a US-EU deal will get done. #semiconductors" @dnystedt on X 2025-07-21 01:27:50 UTC 36.9K followers, 5204 engagements
"Japans Kioxia the NAND Flash memory chip giant sees NAND demand more than doubling over the next 5-years due to strong AI server demand and will nearly double fab capacity to keep up executives said. 1/11 $SNDK $MU $NVDA $LRCX $KLAC $AMAT $TOELY $ASML $HXSCL $SSNLF #Kioxia #semiconductors #semiconductor #NAND" @dnystedt on X 2025-06-08 06:31:38 UTC 36.8K followers, 37.3K engagements
"2/3 Another report says: Apples iPhone XX and iPhone XX Air will both use a next-generation A19 processor made using TSMCs latest 3nm process N3P citing Haitong International Securities analyst Jeff Pu. -iPhone XX Pro & Pro Max will use the A19 Pro also made on N3P -iPhone XX uses the A18 chip made on TSMCs N3E process -iPhone XX Pro uses the A17 made on TSMCs N3B process. $AAPL $TSM #iPhone17 #iPhone #semiconductors #semiconductor" @dnystedt on X 2024-11-20 02:47:43 UTC 36.8K followers, 4445 engagements
"3/3 Note: Its unclear how involved GUC will be in the projects. Contract chip designers (aka Custom ASIC designers) can take a big or small role in a project working with other chip makers. Just because one company is rumored to be working on a project does not mean another company has lost it. In fact depending on how much IP the main ASIC designer (Broadcom for example) has in a project it can be very difficult to lose a project or be replaced. It can also be counterproductive in terms of the disruption of working with new teams. So some co-designers help with certain engineering of the" @dnystedt on X 2025-06-27 00:14:55 UTC 36.8K followers, 3803 engagements
"Nvidia CEO Jensen Huang expects swift US approvals for the export of H20 chips to China after a nearly 3-month long ban was lifted media report adding Nvidia will continue to upgrade the AI chips it sells to China in line with US export controls. 1/6 $NVDA $TSM $AMD $AVGO $GOOGL $AMZN #semiconductors #semiconductor" @dnystedt on X 2025-07-17 00:53:54 UTC 36.9K followers, 13.1K engagements
"TSMC will host its 2nd quarter investors conference Thursday (7/17) in Taipei and investors want to know: (based on media reports). X. 2nd quarter results and Q3 outlook X. Semiconductor industry outlook X. AI chip demand and potential for further growth X. Impact of the strong Taiwan dollar X. Impact of and how to deal with US tariffs X. Q3 outlook seen conservative due to Taiwan dollar US tariffs X. TSMC seen raising 2025 revenue growth to near XX% from XX% now X. 5-year sales CAGR XX% now will TSMC raise X. TSMC capex plan update XX. TSMC 2026 capex seen $XX to $XX billion XX. CoWoS" @dnystedt on X 2025-07-14 00:45:00 UTC 36.8K followers, 26.1K engagements
"Quanta Computer one of Taiwans top AI server makers is developing Quantum computers now for when they arrive in a decade said Chairman Barry Lam at the annual shareholders meeting media report. 1/2 $NVDA #Quantumcomputing #Quanta" @dnystedt on X 2025-06-14 05:50:00 UTC 36.8K followers, 4215 engagements
"A TSMC vice president that resigned last week will reportedly take over as the head of Nvidias Taiwan office media report noting Vanessa Lee a former materials manager at TSMC may lose stock options in the move. $TSM $NVDA #semiconductors #semiconductor" @dnystedt on X 2025-07-22 01:43:34 UTC 36.9K followers, 5137 engagements
"TSMC plans to ramp 2nm capacity to 100000 wafers per month (wpm) next year from 40000wpm this year due to strong demand from major clients Apple AMD Intel Qualcomm MediaTek Nvidia and others media report citing unnamed industry sources and adding TSMC will double capacity again to 200000wpm in 2027 when it becomes TSMCs biggest advanced process node by capacity. $TSM $NVDA $AAPL $AMD $INTC $QCOM #mediatek #semiconductors" @dnystedt on X 2025-07-21 01:24:22 UTC 36.9K followers, 47.6K engagements
"Google will release its first fully self-developed smartphone chip Tensor G5 in the upcoming Pixel XX smartphone to be unveiled 8/20 media report a break from the past when Google worked with Samsung on the chip. Google also switched manufacturers tapping TSMCs 3nm process for the Tensor G5. $GOOGL $TSM #semiconductors #semiconductor" @dnystedt on X 2025-07-18 01:37:51 UTC 36.9K followers, 20.4K engagements
"TSMC remained Taiwans top corporate taxpayer in 2024 paying over NT$100 billion (US$3.4 billion) media report. Top corporate taxpayers for 2024 also included Foxconn Yang Ming Marine chip foundry UMC and AI server giant Quanta Computer. Taiwans corporate income tax intake rose XXX% year-on-year to NT$583.45 billion. $TSM $UMC #Foxconn #semiconductors" @dnystedt on X 2025-07-16 01:26:25 UTC 36.8K followers, 3052 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 2025. $NVDA #semiconductor #semiconductors" @dnystedt on X 2025-01-02 01:39:48 UTC 36.8K followers, 53.8K engagements
"1/6 Driven by surging demand for Nvidia Blackwell-based systems Taiwan's top six AI server makers' monthly revenue is climbing at an average XXXX% year-on-year clip in 2025 up sharply from XX% last year. $NVDA $TSM #semiconductors" @dnystedt on X 2025-06-11 08:02:05 UTC 36.8K followers, 31.5K engagements
"The automotive industry chip shortage may soon be over media report as inventory levels at the X big auto chip makers Renesas Infineon NXP and STMicro have returned to pre-Covid levels signaling a revival for the industry. $RNECF $IFNNY $NXPI $STM" @dnystedt on X 2022-09-07 01:09:57 UTC 36.8K followers, XX engagements
"The chairman of Quanta Computer one of Taiwans biggest AI server makers said the firm has seen robust orders this year higher than last year and therefore results will also be better this year media report. Quantas Barry Lam also said the firm is working hard to ship as much product as possible over the next few months and believes it will be able to deal effectively with the tariff issue as it operates in X locations. $AMZN $GOOGL $META $MSFT #AIservers" @dnystedt on X 2025-04-28 01:19:50 UTC 36.8K followers, 3957 engagements
"The chairman of Quanta Computer the AI server giant said this year will be another strong year of growth as Quanta begins shipments of Nvidia GB200 AI servers a home run product media report. Quanta began R&D on AI servers in 2016 said Barry Lam resulting in Quantas No. X spot in AI servers last year. 1/2 $NVDA $DELL $SMCI #AIservers #semiconductors" @dnystedt on X 2025-01-03 01:52:53 UTC 36.8K followers, 21.2K engagements
"Prices of silicon wafers used in semiconductor manufacturing are expected to rise amid strong demand for AI server-related chips media report. Industry group SEMI has forecast a XX% increase in wafer shipments this year followed by a X% rise in 2026. 1/2 $TSM $UMC $INTC #Samsung #SKhynix" @dnystedt on X 2025-07-18 01:38:43 UTC 36.9K followers, 5685 engagements
"South Korea semiconductor exports rose XXXX% in the first 20-days of July to US$7.89 billion while exports of passenger cars rose XXX% to $XXXX billion media report with total exports for the July 1-20 period hitting $XXXX billion down XXX% year-on-year. Exports to the US fell XXX% to $XXXX billion after rising in June ahead of expected tariffs. $MU #Samsung #SKhynix #semiconductors #semiconductor" @dnystedt on X 2025-07-22 01:44:00 UTC 36.9K followers, 3046 engagements
"Nvidia has told China customers it has limited supplies of the H20 chips it is allowed to sell to China and did not plant to restart H20 production The Information reports citing three Nvidia clients. 1/2 $NVDA $TSM #semiconductors #China" @dnystedt on X 2025-07-21 01:28:19 UTC 36.9K followers, 4641 engagements
"TSMC has introduced a drone team at its Arizona operations to combat worker shortages and further align with the AI trend media report adding a number of TSMC suppliers and Taiwan drone makers are expected to join including Marketech Coretronic and Thunder Tiger. $TSM #drones" @dnystedt on X 2025-07-21 01:29:36 UTC 36.9K followers, 11.8K engagements