[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 $XXXXXX billion, and is expected to continue to drive growth in the industry. The industry is also seeing increased investment and innovation in areas such as advanced packaging, 2nm and 3nm production, and AI server manufacturing, with companies like Foxconn, Pegatron, and Wiwynn expanding their operations. ### Engagements: XXXXXX [#](/creator/twitter::45483286/interactions)  - X Week XXXXXXX +63% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +10% ### Mentions: XX [#](/creator/twitter::45483286/posts_active)  - X Week XXX -XX% - X Month XXX -XX% - X Months XXX +10% - X Year XXXXX +35% ### Followers: XXXXXX [#](/creator/twitter::45483286/followers)  - X Week XXXXXX +0.41% - X Month XXXXXX +1.20% - X Months XXXXXX +14% - X Year XXXXXX +56% ### CreatorRank: XXXXXXX [#](/creator/twitter::45483286/influencer_rank)  ### Social Influence [#](/creator/twitter::45483286/influence) --- **Social category influence** [stocks](/list/stocks) #4188 [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [social networks](/list/social-networks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [celebrities](/list/celebrities) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$nvda](/topic/$nvda) #83, [nvda](/topic/nvda) #28, [$tsm](/topic/$tsm) #3, [taiwan](/topic/taiwan) 7.77%, [chips](/topic/chips) #178, [samsung](/topic/samsung) 3.04%, [$amd](/topic/$amd) #10, [china](/topic/china) 2.7%, [$ssnlf](/topic/$ssnlf) 2.36%, [$mu](/topic/$mu) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@xai](/creator/undefined) [@groqinc](/creator/undefined) [@chipsandwafers](/creator/undefined) [@basedstonks69](/creator/undefined) [@zackeiseman](/creator/undefined) [@arikcr23](/creator/undefined) [@foremanwilliam](/creator/undefined) [@skundojjala](/creator/undefined) [@dylan522p](/creator/undefined) [@sandyasm](/creator/undefined) [@max77sabers](/creator/undefined) [@aqertwy](/creator/undefined) [@giga3dtech](/creator/undefined) [@bithunters](/creator/undefined) [@cowbayc1](/creator/undefined) [@chyang888](/creator/undefined) [@futureman1977](/creator/undefined) [@f1k3l](/creator/undefined) [@ivyyysworld](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Micron Technology, Inc. (MU)](/topic/$mu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/dell) [Apple, Inc. (AAPL)](/topic/$aapl) [United Microelectronic Corp. (UMC)](/topic/$umc) [Metadium (META)](/topic/$meta) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Intel Corporation (INTC)](/topic/$intc) [IBM (IBM)](/topic/$ibm) [ON Semiconductor, Corp. (ON)](/topic/$on) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Tesla, Inc. (TSLA)](/topic/$tsla) ### Top Social Posts [#](/creator/twitter::45483286/posts) --- Top posts by engagements in the last XX hours "Taiwan formed an AI robot alliance with a goal of NT$1 trillion in robot-related production by 2030 media report adding X industry groups came together in the alliance including the Taiwan Automation Intelligence and Robotics Association Taipei Computer Association TEEMA more"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947823516843376961) 2025-07-23 00:58:09 UTC 36.9K followers, 5024 engagements "Formosa Plastics one of Taiwans biggest companies plans to invest NT$58.5 billion (US$1.95 billion) in X areas semiconductors green energy/environmental protection and healthcare media report. The company already supplies liquid caustic soda to the chip industry for wastewater treatment and plans to develop electronic-grade chemicals and gases including polyolefin elastomers (POE) hydrogen more. #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1932977885973000246) 2025-06-12 01:46:55 UTC 36.9K followers, 3682 engagements "South Koreas semiconductor exports rose XXXX% year-on-year to US$8.85 billion in the first 20-days of June due to rising unit prices media report as overall exports rose XXX% to US$38.67 billion. Chip exports accounted for XXXX% of exports. $MU $HXSCL $SSNLF #SKhynix #Samsung #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1937303460321591717) 2025-06-24 00:15:12 UTC 36.9K followers, 4491 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, 13.2K 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"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1863412286062567751) 2024-12-02 02:38:04 UTC 36.9K followers, 96.1K engagements "SK Hynix the leader in HBM memory chips for AI data centers said 2nd quarter revenue and operating profit hit record highs on strong demand and it is on track to double HBM chip sales in 2025. The company also raised its 2025 capex forecast without providing a figure. 1/3 $MU #SKhynix #Samsung #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1948202728850894880) 2025-07-24 02:05:01 UTC 36.9K followers, 10.2K 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 36.9K followers, 2929 engagements "An ex-SK Hynix employee was indicted in South Korea for leaking advanced semiconductor packaging technology related to HBM (high bandwidth memory) chip production to a subsidiary of Chinas Huawei media report. 1/2 $HXSCL $SSNLF $MU #SKhynix #Samsung #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1920281891313422423) 2025-05-08 00:57:34 UTC 36.9K followers, 10.1K engagements "TSMC Arizonas shipments of chips from the USA back to Taiwan to be tested and packaged provides a new air cargo opportunity said the president of Eva Airways media report adding prices for AI server shipments to the US are up this year over last year and Eva saw rush orders in June including charter flights as server cargo demand surged. $TSM #semiconductors #Foxconn"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1938733142900093176) 2025-06-27 22:56:15 UTC 36.9K followers, 12K 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, 5877 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 36.9K followers, 4574 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, 13K 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 36.9K followers, 1091 engagements "Taiwan Tech News briefs 1/3 MediaTek will tape out its first 2nm chip at TSMC in September: CEO Rick Tsai Nvidias NVLink Fusion plan grew out of MediaTek-Nvidia collab on GB10 chip: Nvidia CEO $TSM $NVDA #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1924997239753363955) 2025-05-21 01:14:41 UTC 36.9K followers, 6608 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"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1938390321345274246) 2025-06-27 00:14:00 UTC 36.9K followers, 35.6K engagements "Samsung Electronics may be in the final stages of getting its HBM3E AI memory chips passed by Nvidia with a final quality test in June before it can supply the AI giant The Elec reports adding Samsung passed Nvidias minimum requirement test in March. $NVDA $SSNLF $HXSCL $MU #Samsung #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1917404306149630104) 2025-04-30 02:23:04 UTC 36.9K followers, 4641 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 36.9K followers, 14K engagements "TSMC remained the top patent filer in Taiwan for the 9th straight year in 2024 with 1412 applications media report noting that was down XX% year-on-year while Foxconn saw the strongest growth with applications up XX% to XXX. The biggest foreign patent flier was Applied Materials with XXX filings beating Samsung which fell to 2nd place. 1/2 $TSM $AMAT $SSNLF #Samsung"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1891309375584948582) 2025-02-17 02:11:08 UTC 36.9K followers, 10.9K engagements "It will take TSMC several days after the 6.4-magnitude Taiwan earthquake to inspect equipment and resume production at its most advanced fabs in the area media report noting TSMC said all buildings are confirmed safe and water electricity safety systems are all normal. Rival UMC said the work disruption will shave up to X% off 1st quarter revenue but insurance will cover some of that cost. 1/3 $TSM $UMC #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1881888945048547611) 2025-01-22 02:17:42 UTC 36.9K followers, 32.2K engagements "Microsoft said its custom AI chip Maia is already in use on Azure OpenAI and it plans to launch X more custom AI chips media report adding TSMC will likely manufacture the chips while contract chip designer Global Unichip will likely win some engineering work on the chips. 1/2 $MSFT $TSM #GUC #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1859408097133101464) 2024-11-21 01:26:51 UTC 36.9K followers, 12.1K engagements "When IBM unveils the worlds first fault-tolerant quantum computer by 2029 Taiwan partners including Wistron and Inventec are expected to play a role media report. The electronics giants are expected to provide server motherboards to IBM while Macronix is expected to supply memory chips. $IBM #Wistron #Inventec #quantumcomputing"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1934784182091489585) 2025-06-17 01:24:30 UTC 36.9K followers, 4786 engagements "Taiwans AI server supply chain found news of Nvidia GB200 server overheating issues strange as they had not heard any such talk media report. Taiwan server giant Foxconn said plans to ship GB200 servers in small volume this quarter (Q4) and big volume in the 1st quarter remain completely normal as did rival Quanta Computer. Media said Dell CEO Michael Dells post on Twitter (X) about the first shipment of its Nvidia GB200 servers was a repudiation of the news. $NVDA #Foxconn #Quanta #AIservers #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1858692258985619693) 2024-11-19 02:02:22 UTC 36.9K followers, 101.7K 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, 3198 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 36.9K 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, 3054 engagements "Nvidias quantum computing team will include an alliance of US and Taiwan companies media report including Quanta Computer Compal Electronics and Supermicro with Quanta doing hardware testing and validation using Nvidias CUDA-Q; Compal will perform quantum optimization with CUDA-Q while Supermicro will be involved in research. $NVDA $SMCI #Quanta #Compal #quantumcomputing"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1931885672211841461) 2025-06-09 01:26:51 UTC 36.9K followers, 8870 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 36.9K followers, 12.5K 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 36.9K followers, 18.7K engagements "Mexico has emerged as a tariff haven for Taiwan AI server makers due to the US-Mexico-Canada Agreement (USMCA) media report as XX% of Wiwynns AI server shipments to the US are from Mexico and Inventec 35%. They are the highest among Taiwan makers and could win more business from Nvidia. $NVDA $AMZN $GOOGL $META $MSFT #AIserver #Mexico #Wiwynn #Inventec #Foxconn #Quanta #Wistron"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1909807950270808156) 2025-04-09 03:17:52 UTC 36.9K followers, 11.3K 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 36.9K followers, 20.5K 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 36.9K followers, 13.1K engagements "Earlier media reported Taiwan AI server maker Wiwynn plans to spend NT$1.921 billion (US$64 million) on land in Texas while rival Inventec announced NT$2.76 billion ($92 million) to set up AI server operations in Texas as well. There are X major Taiwan electronics assembly firms: Foxconn Quanta Pegatron Wistron Compal Inventec Wiwynn"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1919925166727168400) 2025-05-07 01:20:04 UTC 36.9K followers, 4213 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 36.9K followers, 3082 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 36.9K followers, 43.6K engagements "TSMC will pay NT$668 million (US$20.5 million) for a factory and side buildings in the Hsinchu Science Parks Baoshan area near existing TSMC fabs and 2nm fabs under construction media report. The factory formerly made hard drives for Japans Resonac but it ceased operations there. Several big Taiwan firms including Foxconn also put in bids for the property. TSMC will reportedly use it for offices. $TSM #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1807919282644475982) 2024-07-01 23:28:41 UTC 36.9K followers, 5204 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 36.9K followers, 4681 engagements "AMD CEO Lisa Su said the premium paid for chip production at TSMC Arizona is X% to XX% versus from Taiwan Bloomberg reports adding she sees continued high demand for AI chips from big firms like OpenAI and Elon Musks xAI such that just the accelerator market will be over US$500 billion in just a couple of years so very high growth. $AMD $NVDA $TSM #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1948171498797281747) 2025-07-24 00:00:55 UTC 36.9K followers, 11K engagements "AMD plans to sell its USA server operations for up to US$4 billion with Taiwans Compal Inventec Pegatron Wistron and others interested media report noting the buyer will become an Nvidia supplier through the deal. AMD got into servers via its purchase of ZT Systems and had planned to exit production and sales to avoid competing with clients like Dell. ZT Systems has long worked with Taiwans Inventec on server assembly. $AMD $DELL $HPE"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1893842021426843792) 2025-02-24 01:54:58 UTC 36.9K followers, 22.6K engagements "TSMC may be able to double CoWoS advanced packaging capacity to 75000 wafers-per-month by mid-2025 around 6-months earlier than expected by converting plants bought from display maker Innolux and working with partners like ASE and Amkor media report noting.1/2 $TSM $ASX $AMKR $NVDA $AMD $AVGO #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1874630472887832783) 2025-01-02 01:35:08 UTC 36.9K followers, 42.8K engagements "Taiwan export orders rose XXXX% year-on-year in June to US$56.77 billion as AI continued to sizzle media report noting officials credited the strong month mainly to brisk AI-related hardware demand with some tariff-related pull-in orders. Orders for IT/telecom products rose XXXX% and electronics +35% same-month record highs. Orders from the US ASEAN Japan rose XXXX% XXXX% 38.5%"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947814841215029754) 2025-07-23 00:23:41 UTC 36.9K followers, 4873 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 36.9K followers, XXX engagements "Rumor: Meta has tapped MediaTek to work on a new 2nm chip named Arke aimed at AI inference with mass production seen in the 1st half of 2027 media report citing unnamed industry sources. MediaTek declined to comment. Metas Olympus chip will be revamped as an AI training chip competing with Nvidia GPUs and launch in 2028. Metas ASIC chips are currently designed by Broadcom but Meta has worked with MediaTek before on its smart glasses chip. $META $AVGO $NVDA #mediatek #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1947814665414971434) 2025-07-23 00:22:59 UTC 36.9K followers, 46.2K 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 36.9K 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 36.9K followers, 23K 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"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1861601822227734971) 2024-11-27 02:43:55 UTC 36.9K followers, 6534 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, 5308 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 36.9K followers, 37.4K 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 "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, 8298 engagements "Two Taiwan AI server makers Wiwynn and Gigabyte confirmed more details about the Nvidia chip delay according to media reports. Wiwynn CFO Harry Chen is quoted saying the design and heat dissipation problems have led to delays but that the impact is insignificant and that demand for AI servers overall and Blackwell servers in particular remain strong. The company no longer expects AI servers to make up XX% of revenue in the 4th quarter due to the delays. 1/5 $NVDA $TSM $SMCI $DELL #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1824412752196338088) 2024-08-16 11:47:50 UTC 36.9K followers, 36.5K engagements "President Trump unveils 'AI Action Plan' for the US: My administration will use every tool at our disposal to ensure that the United States can build and maintain the largest most powerful and most advanced AI infrastructure anywhere on the planet. America needs new data centers new semiconductor and chip manufacturing facilities new power plants and transmission lines $NVDA $AMD $AVGO $TSM $MU #SKhynix #Samsung #semiconductors"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1948206854972358826) 2025-07-24 02:21:24 UTC 36.9K followers, 7247 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, 112.3K 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, 20.5K 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 36.9K followers, 3062 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 36.9K 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 36.9K followers, 32.3K 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 36.9K followers, 21.2K engagements "Nvidia may yet face political trouble re China. $NVDA"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1946022615996653866) 2025-07-18 01:42:01 UTC 36.9K followers, 11.4K engagements "Micron Technology has boosted orders for DRAM chip packaging and testing by XX% 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 XX% of its DRAM capacity. $MU $HXSCL $SSNLF $NVDA $AVGO #Samsung #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1901456947658084510) 2025-03-17 02:13:58 UTC 36.9K followers, 18.2K 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, 3964 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, 4790 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, 12.1K engagements "Alchip Technologies the custom chip (ASIC) expert is hard at work on several 5nm/3nm chip products entering mass production including cases requiring TSMCs CoWoS advanced packaging with several 3nm/2nm projects in the design phase media report citing its chairman speaking at the annual shareholders meeting. Alchip is boosting investment in North America and focusing R&D on 2nm and A16 as well as 3D IC tech and IO solutions. $TSM $AVGO $MRVL #alchip #GUC #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1928282154498203996) 2025-05-30 02:47:46 UTC 36.9K followers, 6196 engagements "Strong demand for ABF substrates for AI chips has Taiwans Unimicron looking for potential joint venture partners and planning to spend NT$15-NT$20 billion (US$500 to $XXX million) per year over the next 2-3 years to expand capacity media report citing Unimicrons chairman who added sales will likely rise 8%-10% this year. ABF (Ajinomoto Build-up Film). $TSM $NVDA $AMD $AVGO #unimicron #semiconductors #semiconductor"  [@dnystedt](/creator/x/dnystedt) on [X](/post/tweet/1935132115395543284) 2025-06-18 00:27:03 UTC 36.9K followers, 4096 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@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 #
- X Week XXXXXXX +63%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +10%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXX +10%
- X Year XXXXX +35%
Followers: XXXXXX #
- X Week XXXXXX +0.41%
- X Month XXXXXX +1.20%
- X Months XXXXXX +14%
- X Year XXXXXX +56%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #4188 technology brands XXXXX% countries XXXX% finance XXXX% social networks XXXX% automotive brands XXXX% celebrities XXXX% currencies XXXX%
Social topic influence $nvda #83, nvda #28, $tsm #3, taiwan 7.77%, chips #178, samsung 3.04%, $amd #10, china 2.7%, $ssnlf 2.36%, $mu XXXX%
Top accounts mentioned or mentioned by @grok @xai @groqinc @chipsandwafers @basedstonks69 @zackeiseman @arikcr23 @foremanwilliam @skundojjala @dylan522p @sandyasm @max77sabers @aqertwy @giga3dtech @bithunters @cowbayc1 @chyang888 @futureman1977 @f1k3l @ivyyysworld
Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) ASE Technology Holding Co., Ltd. (ASX) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL) Apple, Inc. (AAPL) United Microelectronic Corp. (UMC) Metadium (META) Applied Materials, Inc. (AMAT) Super Micro Computer, Inc. Common Stock (SMCI) Amazon.com, Inc. (AMZN) Amkor Technology Inc (AMKR) Intel Corporation (INTC) IBM (IBM) ON Semiconductor, Corp. (ON) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Taiwan formed an AI robot alliance with a goal of NT$1 trillion in robot-related production by 2030 media report adding X industry groups came together in the alliance including the Taiwan Automation Intelligence and Robotics Association Taipei Computer Association TEEMA more"
@dnystedt on X 2025-07-23 00:58:09 UTC 36.9K followers, 5024 engagements
"Formosa Plastics one of Taiwans biggest companies plans to invest NT$58.5 billion (US$1.95 billion) in X areas semiconductors green energy/environmental protection and healthcare media report. The company already supplies liquid caustic soda to the chip industry for wastewater treatment and plans to develop electronic-grade chemicals and gases including polyolefin elastomers (POE) hydrogen more. #semiconductors #semiconductor" @dnystedt on X 2025-06-12 01:46:55 UTC 36.9K followers, 3682 engagements
"South Koreas semiconductor exports rose XXXX% year-on-year to US$8.85 billion in the first 20-days of June due to rising unit prices media report as overall exports rose XXX% to US$38.67 billion. Chip exports accounted for XXXX% of exports. $MU $HXSCL $SSNLF #SKhynix #Samsung #semiconductors" @dnystedt on X 2025-06-24 00:15:12 UTC 36.9K followers, 4491 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, 13.2K 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" @dnystedt on X 2024-12-02 02:38:04 UTC 36.9K followers, 96.1K engagements
"SK Hynix the leader in HBM memory chips for AI data centers said 2nd quarter revenue and operating profit hit record highs on strong demand and it is on track to double HBM chip sales in 2025. The company also raised its 2025 capex forecast without providing a figure. 1/3 $MU #SKhynix #Samsung #semiconductors #semiconductor" @dnystedt on X 2025-07-24 02:05:01 UTC 36.9K followers, 10.2K 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 36.9K followers, 2929 engagements
"An ex-SK Hynix employee was indicted in South Korea for leaking advanced semiconductor packaging technology related to HBM (high bandwidth memory) chip production to a subsidiary of Chinas Huawei media report. 1/2 $HXSCL $SSNLF $MU #SKhynix #Samsung #semiconductors" @dnystedt on X 2025-05-08 00:57:34 UTC 36.9K followers, 10.1K engagements
"TSMC Arizonas shipments of chips from the USA back to Taiwan to be tested and packaged provides a new air cargo opportunity said the president of Eva Airways media report adding prices for AI server shipments to the US are up this year over last year and Eva saw rush orders in June including charter flights as server cargo demand surged. $TSM #semiconductors #Foxconn" @dnystedt on X 2025-06-27 22:56:15 UTC 36.9K followers, 12K 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, 5877 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 36.9K followers, 4574 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, 13K 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 36.9K followers, 1091 engagements
"Taiwan Tech News briefs 1/3 MediaTek will tape out its first 2nm chip at TSMC in September: CEO Rick Tsai Nvidias NVLink Fusion plan grew out of MediaTek-Nvidia collab on GB10 chip: Nvidia CEO $TSM $NVDA #semiconductors #semiconductor" @dnystedt on X 2025-05-21 01:14:41 UTC 36.9K followers, 6608 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" @dnystedt on X 2025-06-27 00:14:00 UTC 36.9K followers, 35.6K engagements
"Samsung Electronics may be in the final stages of getting its HBM3E AI memory chips passed by Nvidia with a final quality test in June before it can supply the AI giant The Elec reports adding Samsung passed Nvidias minimum requirement test in March. $NVDA $SSNLF $HXSCL $MU #Samsung #semiconductors #semiconductor" @dnystedt on X 2025-04-30 02:23:04 UTC 36.9K followers, 4641 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 36.9K followers, 14K engagements
"TSMC remained the top patent filer in Taiwan for the 9th straight year in 2024 with 1412 applications media report noting that was down XX% year-on-year while Foxconn saw the strongest growth with applications up XX% to XXX. The biggest foreign patent flier was Applied Materials with XXX filings beating Samsung which fell to 2nd place. 1/2 $TSM $AMAT $SSNLF #Samsung" @dnystedt on X 2025-02-17 02:11:08 UTC 36.9K followers, 10.9K engagements
"It will take TSMC several days after the 6.4-magnitude Taiwan earthquake to inspect equipment and resume production at its most advanced fabs in the area media report noting TSMC said all buildings are confirmed safe and water electricity safety systems are all normal. Rival UMC said the work disruption will shave up to X% off 1st quarter revenue but insurance will cover some of that cost. 1/3 $TSM $UMC #semiconductors #semiconductor" @dnystedt on X 2025-01-22 02:17:42 UTC 36.9K followers, 32.2K engagements
"Microsoft said its custom AI chip Maia is already in use on Azure OpenAI and it plans to launch X more custom AI chips media report adding TSMC will likely manufacture the chips while contract chip designer Global Unichip will likely win some engineering work on the chips. 1/2 $MSFT $TSM #GUC #semiconductors #semiconductor" @dnystedt on X 2024-11-21 01:26:51 UTC 36.9K followers, 12.1K engagements
"When IBM unveils the worlds first fault-tolerant quantum computer by 2029 Taiwan partners including Wistron and Inventec are expected to play a role media report. The electronics giants are expected to provide server motherboards to IBM while Macronix is expected to supply memory chips. $IBM #Wistron #Inventec #quantumcomputing" @dnystedt on X 2025-06-17 01:24:30 UTC 36.9K followers, 4786 engagements
"Taiwans AI server supply chain found news of Nvidia GB200 server overheating issues strange as they had not heard any such talk media report. Taiwan server giant Foxconn said plans to ship GB200 servers in small volume this quarter (Q4) and big volume in the 1st quarter remain completely normal as did rival Quanta Computer. Media said Dell CEO Michael Dells post on Twitter (X) about the first shipment of its Nvidia GB200 servers was a repudiation of the news. $NVDA #Foxconn #Quanta #AIservers #semiconductors #semiconductor" @dnystedt on X 2024-11-19 02:02:22 UTC 36.9K followers, 101.7K 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, 3198 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 36.9K 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, 3054 engagements
"Nvidias quantum computing team will include an alliance of US and Taiwan companies media report including Quanta Computer Compal Electronics and Supermicro with Quanta doing hardware testing and validation using Nvidias CUDA-Q; Compal will perform quantum optimization with CUDA-Q while Supermicro will be involved in research. $NVDA $SMCI #Quanta #Compal #quantumcomputing" @dnystedt on X 2025-06-09 01:26:51 UTC 36.9K followers, 8870 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 36.9K followers, 12.5K 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 36.9K followers, 18.7K engagements
"Mexico has emerged as a tariff haven for Taiwan AI server makers due to the US-Mexico-Canada Agreement (USMCA) media report as XX% of Wiwynns AI server shipments to the US are from Mexico and Inventec 35%. They are the highest among Taiwan makers and could win more business from Nvidia. $NVDA $AMZN $GOOGL $META $MSFT #AIserver #Mexico #Wiwynn #Inventec #Foxconn #Quanta #Wistron" @dnystedt on X 2025-04-09 03:17:52 UTC 36.9K followers, 11.3K 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 36.9K followers, 20.5K 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 36.9K followers, 13.1K engagements
"Earlier media reported Taiwan AI server maker Wiwynn plans to spend NT$1.921 billion (US$64 million) on land in Texas while rival Inventec announced NT$2.76 billion ($92 million) to set up AI server operations in Texas as well. There are X major Taiwan electronics assembly firms: Foxconn Quanta Pegatron Wistron Compal Inventec Wiwynn" @dnystedt on X 2025-05-07 01:20:04 UTC 36.9K followers, 4213 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 36.9K followers, 3082 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 36.9K followers, 43.6K engagements
"TSMC will pay NT$668 million (US$20.5 million) for a factory and side buildings in the Hsinchu Science Parks Baoshan area near existing TSMC fabs and 2nm fabs under construction media report. The factory formerly made hard drives for Japans Resonac but it ceased operations there. Several big Taiwan firms including Foxconn also put in bids for the property. TSMC will reportedly use it for offices. $TSM #semiconductors" @dnystedt on X 2024-07-01 23:28:41 UTC 36.9K followers, 5204 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 36.9K followers, 4681 engagements
"AMD CEO Lisa Su said the premium paid for chip production at TSMC Arizona is X% to XX% versus from Taiwan Bloomberg reports adding she sees continued high demand for AI chips from big firms like OpenAI and Elon Musks xAI such that just the accelerator market will be over US$500 billion in just a couple of years so very high growth. $AMD $NVDA $TSM #semiconductors #semiconductor" @dnystedt on X 2025-07-24 00:00:55 UTC 36.9K followers, 11K engagements
"AMD plans to sell its USA server operations for up to US$4 billion with Taiwans Compal Inventec Pegatron Wistron and others interested media report noting the buyer will become an Nvidia supplier through the deal. AMD got into servers via its purchase of ZT Systems and had planned to exit production and sales to avoid competing with clients like Dell. ZT Systems has long worked with Taiwans Inventec on server assembly. $AMD $DELL $HPE" @dnystedt on X 2025-02-24 01:54:58 UTC 36.9K followers, 22.6K engagements
"TSMC may be able to double CoWoS advanced packaging capacity to 75000 wafers-per-month by mid-2025 around 6-months earlier than expected by converting plants bought from display maker Innolux and working with partners like ASE and Amkor media report noting.1/2 $TSM $ASX $AMKR $NVDA $AMD $AVGO #semiconductors #semiconductor" @dnystedt on X 2025-01-02 01:35:08 UTC 36.9K followers, 42.8K engagements
"Taiwan export orders rose XXXX% year-on-year in June to US$56.77 billion as AI continued to sizzle media report noting officials credited the strong month mainly to brisk AI-related hardware demand with some tariff-related pull-in orders. Orders for IT/telecom products rose XXXX% and electronics +35% same-month record highs. Orders from the US ASEAN Japan rose XXXX% XXXX% 38.5%" @dnystedt on X 2025-07-23 00:23:41 UTC 36.9K followers, 4873 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 36.9K followers, XXX engagements
"Rumor: Meta has tapped MediaTek to work on a new 2nm chip named Arke aimed at AI inference with mass production seen in the 1st half of 2027 media report citing unnamed industry sources. MediaTek declined to comment. Metas Olympus chip will be revamped as an AI training chip competing with Nvidia GPUs and launch in 2028. Metas ASIC chips are currently designed by Broadcom but Meta has worked with MediaTek before on its smart glasses chip. $META $AVGO $NVDA #mediatek #semiconductors #semiconductor" @dnystedt on X 2025-07-23 00:22:59 UTC 36.9K followers, 46.2K 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 36.9K 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 36.9K followers, 23K 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" @dnystedt on X 2024-11-27 02:43:55 UTC 36.9K followers, 6534 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, 5308 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 36.9K followers, 37.4K 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
"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, 8298 engagements
"Two Taiwan AI server makers Wiwynn and Gigabyte confirmed more details about the Nvidia chip delay according to media reports. Wiwynn CFO Harry Chen is quoted saying the design and heat dissipation problems have led to delays but that the impact is insignificant and that demand for AI servers overall and Blackwell servers in particular remain strong. The company no longer expects AI servers to make up XX% of revenue in the 4th quarter due to the delays. 1/5 $NVDA $TSM $SMCI $DELL #semiconductors" @dnystedt on X 2024-08-16 11:47:50 UTC 36.9K followers, 36.5K engagements
"President Trump unveils 'AI Action Plan' for the US: My administration will use every tool at our disposal to ensure that the United States can build and maintain the largest most powerful and most advanced AI infrastructure anywhere on the planet. America needs new data centers new semiconductor and chip manufacturing facilities new power plants and transmission lines $NVDA $AMD $AVGO $TSM $MU #SKhynix #Samsung #semiconductors" @dnystedt on X 2025-07-24 02:21:24 UTC 36.9K followers, 7247 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, 112.3K 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, 20.5K 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 36.9K followers, 3062 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 36.9K 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 36.9K followers, 32.3K 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 36.9K followers, 21.2K engagements
"Nvidia may yet face political trouble re China. $NVDA" @dnystedt on X 2025-07-18 01:42:01 UTC 36.9K followers, 11.4K engagements
"Micron Technology has boosted orders for DRAM chip packaging and testing by XX% 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 XX% of its DRAM capacity. $MU $HXSCL $SSNLF $NVDA $AVGO #Samsung #semiconductors #semiconductor" @dnystedt on X 2025-03-17 02:13:58 UTC 36.9K followers, 18.2K 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, 3964 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, 4790 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, 12.1K engagements
"Alchip Technologies the custom chip (ASIC) expert is hard at work on several 5nm/3nm chip products entering mass production including cases requiring TSMCs CoWoS advanced packaging with several 3nm/2nm projects in the design phase media report citing its chairman speaking at the annual shareholders meeting. Alchip is boosting investment in North America and focusing R&D on 2nm and A16 as well as 3D IC tech and IO solutions. $TSM $AVGO $MRVL #alchip #GUC #semiconductors #semiconductor" @dnystedt on X 2025-05-30 02:47:46 UTC 36.9K followers, 6196 engagements
"Strong demand for ABF substrates for AI chips has Taiwans Unimicron looking for potential joint venture partners and planning to spend NT$15-NT$20 billion (US$500 to $XXX million) per year over the next 2-3 years to expand capacity media report citing Unimicrons chairman who added sales will likely rise 8%-10% this year. ABF (Ajinomoto Build-up Film). $TSM $NVDA $AMD $AVGO #unimicron #semiconductors #semiconductor" @dnystedt on X 2025-06-18 00:27:03 UTC 36.9K followers, 4096 engagements