#  @jukan05 Jukan No specific information about "Jukan" was found in the provided tweets. However, the conversation seems to be about the tech industry, with topics such as AI, semiconductor companies, and memory technology. Key players mentioned include Samsung, SK Hynix, NVIDIA, and AMD, discussing their latest developments and market trends. ### Engagements: [-------] [#](/creator/twitter::1836240683268759552/interactions)  - [--] Week [---------] -46% - [--] Month [----------] -19% - [--] Months [-----------] +397% - [--] Year [-----------] +2,267% ### Mentions: [---] [#](/creator/twitter::1836240683268759552/posts_active)  - [--] Week [---] -12% - [--] Month [---] +20% - [--] Months [-----] +49% - [--] Year [-----] +739% ### Followers: [------] [#](/creator/twitter::1836240683268759552/followers)  - [--] Week [------] +2.20% - [--] Month [------] +19% - [--] Months [------] +182% - [--] Year [------] +598% ### CreatorRank: [------] [#](/creator/twitter::1836240683268759552/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) #5587 [stocks](/list/stocks) #969 [finance](/list/finance) 15.28% [countries](/list/countries) 11.39% [currencies](/list/currencies) #1672 [financial services](/list/financial-services) #1708 [automotive brands](/list/automotive-brands) 1.94% [travel destinations](/list/travel-destinations) 1.11% [celebrities](/list/celebrities) 1.11% [fashion brands](/list/fashion-brands) #3550 **Social topic influence** [ai](/topic/ai) #2454, [samsung](/topic/samsung) #582, [open ai](/topic/open-ai) #1487, [$googl](/topic/$googl) #1131, [china](/topic/china) #4082, [dram](/topic/dram) #19, [in the](/topic/in-the) 5.28%, [investment](/topic/investment) #4340, [target](/topic/target) #1203, [business](/topic/business) 4.17% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@alex_intel_](/creator/undefined) [@treasureh8nter](/creator/undefined) [@analysisop](/creator/undefined) [@hamsarris6](/creator/undefined) [@k2kcr2isle93343](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@jp_money_95630](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@thomasl03031809](/creator/undefined) [@superhoogie](/creator/undefined) [@zephyrz9](/creator/undefined) [@tbu12345678](/creator/undefined) [@bullishmostly](/creator/undefined) [@markosaaig](/creator/undefined) [@bigbrain99999](/creator/undefined) [@hopehope_g_hope](/creator/undefined) [@racetrack275](/creator/undefined) [@majorocelot45](/creator/undefined) [@firstadopter](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intel Corporation (INTC)](/topic/$intc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Goldman Sachs (GS)](/topic/goldman-sachs) [Micron Technology, Inc. (MU)](/topic/$mu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Sandisk Corporation (SNDK)](/topic/$sndk) [Tesla, Inc. (TSLA)](/topic/tesla) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts Top posts by engagements in the last [--] hours "Morgan Stanleys View on the DeepSeek Shock [--]. Semiconductors While DeepSeeks success is unlikely to alter semiconductor investment plans significantly there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment plans remain unaffected. DeepSeeks technology is impressive but major CSPs have not neglected to invest in such technologies. In fact much of what we consider groundbreakingsuch as training with FP8 multi-token prediction MLA custom PTX code and GRPO reinforcement learning frameworkseither originated with DeepSeek v-2 and" [X Link](https://x.com/anyuser/status/1884139534000234793) 2025-01-28T07:20Z 69.8K followers, 95.2K engagements "DIGITIMES: Three proposals the United States has presented to TSMC. [--]. TSMC would build an advanced packaging facility in the US offering integrated services from wafer manufacturing to backend processing locally. [--]. Under a joint venture (JV) proposed by the US government TSMC along with several major companies would invest in Intels standalone foundry business and facilitate a technology transfer from TSMC. [--]. Intel would assume future packaging contracts from US customers that TSMC has secured leveraging Intels advanced packaging capabilities. Regarding the first proposal TSMC has" [X Link](https://x.com/anyuser/status/1889857817722626518) 2025-02-13T02:03Z 69.8K followers, 296.6K engagements "Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it" [X Link](https://x.com/jukan05/status/1897290199950106683) 2025-03-05T14:16Z 68.7K followers, 47.4K engagements "The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order" [X Link](https://x.com/anyuser/status/1904019260860682337) 2025-03-24T03:55Z 69.8K followers, 113.8K engagements "Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030" [X Link](https://x.com/jukan05/status/1920655919894929809) 2025-05-09T01:43Z 68.7K followers, [----] engagements "🚨NVIDIA RAISES GPU PRICES BY 1520%" [X Link](https://x.com/jukan05/status/1921691715607384144) 2025-05-11T22:19Z 69.7K followers, 188.5K engagements "Rumor: SMIC's N+2 yield is 50%. https://money.udn.com/money/story/5603/8771038from=edn_search_result https://money.udn.com/money/story/5603/8771038from=edn_search_result" [X Link](https://x.com/jukan05/status/1927888468073455747) 2025-05-29T00:43Z 69.7K followers, 68.5K engagements "According to Taiwanese media internal sources at Huawei revealed that the company has already begun developing 3nm chips adopting GAA (Gate-All-Around) architecture and two-dimensional materials with a target tape-out date set for [----]. At the same time a carbon-based 3nm chip using carbon nanotubes has completed laboratory validation and is currently undergoing production line compatibility testing at SMIC. Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I" [X Link](https://x.com/anyuser/status/1927889334469898435) 2025-05-29T00:46Z 69.8K followers, 112.2K engagements "- AWS collaborates with Alchip for Inferentia [--] and Trainium [--] chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA [--] and MTIA [--]. https://twitter.com/i/web/status/1929045716590276986 https://twitter.com/i/web/status/1929045716590276986" [X Link](https://x.com/jukan05/status/1929045716590276986) 2025-06-01T05:21Z 69.2K followers, 26.1K engagements "Apple Product Timeline by Jeff Pu GF Securities Hong Kong" [X Link](https://x.com/jukan05/status/1934164078702076095) 2025-06-15T08:20Z 68.8K followers, 29.7K engagements "AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in [----] Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in [----] driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in [----] According to" [X Link](https://x.com/jukan05/status/1940903893556514936) 2025-07-03T22:42Z 69.2K followers, 21.4K engagements "CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards" [X Link](https://x.com/jukan05/status/1950350273530286174) 2025-07-30T00:18Z 68.7K followers, [----] engagements "According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in [----] the value of its self-placed orders is expected to reach USD [--] billion. $MRVL" [X Link](https://x.com/jukan05/status/1955844621705339196) 2025-08-14T04:11Z 69.3K followers, 42.6K engagements "Morgan Stanley: AI inference is an incredibly profitable business. In its newly released report the firm used a detailed financial model to calculate for the first time from an economic perspective the profitability of global AI compute competition. The conclusion is that standardized AI inference factories regardless of which big tech companys chips they use generally enjoy an average profit margin exceeding 50%. Among them NVIDIAs GB200 ranked first with an astonishing profit margin of about 78%. Google and Huaweis chips were also assessed as guaranteed profit businesses. However AMD which" [X Link](https://x.com/jukan05/status/1956635675241128198) 2025-08-16T08:34Z 69.7K followers, 181.2K engagements "Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. Scoop: Behind Beijings sudden change of mind re H20 *Lutnicks speech seen insulting by top leaders *CAC NDRC pushed to ban H20 *Guidances remain informal *Ban on all foreign chips for inference considered but unlikely before enough domestic supply https://t.co/enRuw7HZ2A https://t.co/kX399gv2rm Scoop: Behind Beijings sudden change of mind re H20 *Lutnicks speech seen insulting by top leaders *CAC" [X Link](https://x.com/anyuser/status/1958334108989530207) 2025-08-21T01:03Z 69.8K followers, 91.1K engagements "CHINA PUSHES FOR A TOTAL BAN ON THE USE OF FOREIGN CHIPS FOR INFERENCE Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W" [X Link](https://x.com/jukan05/status/1958334818506420652) 2025-08-21T01:06Z 69.7K followers, 80.9K engagements "This is absolutely insane Not only will one of Huaweis dedicated AI chip factories start production as early as the end of this year but SMIC is also going to double its 7nm production capacity next year. Domestic output wont be an issue for long especially with all the capacity coming online next year said one Chinese chipmaker executive. Scoop: China seeks to triple output of AI chips in boost to DeepSeek ambitions *New capacity: [--] plants for Huawei + SMIC doubling (now 30K WPM) *Cambricon [---] & Huawei 910D to natively support UE8M0 FP8 *Unprecedented alignment to build own AI ecosystem" [X Link](https://x.com/anyuser/status/1960643931496177886) 2025-08-27T10:01Z 69.8K followers, 83.3K engagements "Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up [----] CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO https://twitter.com/i/web/status/1960976697718976938 https://twitter.com/i/web/status/1960976697718976938" [X Link](https://x.com/jukan05/status/1960976697718976938) 2025-08-28T08:04Z 68.8K followers, 58.4K engagements "Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly" [X Link](https://x.com/jukan05/status/1963527164277788859) 2025-09-04T08:58Z 69.8K followers, [----] engagements "From Korean local securities firms: [--------] Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X https://twitter.com/i/web/status/1966102268404707368 https://twitter.com/i/web/status/1966102268404707368" [X Link](https://x.com/jukan05/status/1966102268404707368) 2025-09-11T11:31Z 69.7K followers, 21.8K engagements "OPENAI AND NVIDIA ANNOUNCE MULTI-BILLION DOLLAR UK DATA CENTER PROJECT" [X Link](https://x.com/jukan05/status/1966294015202177348) 2025-09-12T00:13Z 69.7K followers, 70.8K engagements "http://x.com/i/article/1966790745823866880 http://x.com/i/article/1966790745823866880" [X Link](https://x.com/jukan05/status/1966793091165417561) 2025-09-13T09:16Z 68.6K followers, 20.2K engagements "Huaweis Rotating Chairman Xu Zhijun Announces: The Worlds Most Powerful Super Node Will Be Released in Q4 This Year On September [--] at the Huawei Connect [----] event Huaweis rotating chairman Xu Zhijun emphasized that the essence of artificial intelligence (AI) in the past present and future is computing power which is particularly critical for the advancement of AI in China. He also unveiled several Ascend () series chips and their development roadmap including the Ascend [---] [---] and [---] series. Key Takeaways [--]. Low-Cost HBM and Computing Power Advancement Huawei has independently developed" [X Link](https://x.com/anyuser/status/1968529378851033362) 2025-09-18T04:15Z 69.8K followers, 124.4K engagements "Samsung Galaxy S26 Ultra to Feature New M14 and COE Technologies: Brighter and Thinner The display of Samsungs upcoming Galaxy S26 Ultra set for release early next year is expected to become brighter and thinner. Samsung is planning to equip the S26 Ultra with OLED technology that incorporates advanced new materials and display innovations. According to industry sources on the 21st Samsung Electronics and Samsung Display have decided to introduce both the new material set M14 and the polarizer-eliminating technology COE to the OLED panel of the Galaxy S26 Ultra. In OLED performance factors" [X Link](https://x.com/jukan05/status/1969643978049069408) 2025-09-21T06:04Z 69.7K followers, 165.9K engagements "- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1" [X Link](https://x.com/jukan05/status/1969946959780938237) 2025-09-22T02:08Z 69.7K followers, 60K engagements "Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations [--]. [----] Trn3 Volume Above Expectations Estimated at about [--] million units especially with demand projections boosted following the release of Sonnet [---] for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 [----] and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 [----] and will enter mass production in Q2 [----]. [--]. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is" [X Link](https://x.com/jukan05/status/1973640639263941036) 2025-10-02T06:46Z 69.7K followers, 24.2K engagements "The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next [--] years. https://twitter.com/i/web/status/1973718462003622297 https://twitter.com/i/web/status/1973718462003622297" [X Link](https://x.com/jukan05/status/1973718462003622297) 2025-10-02T11:55Z 69K followers, 42.4K engagements "Citi: We estimate that due to AI computing demand an additional [--] GW of power capacity will be required globally by [----] leading to $1.4 trillion of incremental AI computing expenditure in the United States" [X Link](https://x.com/anyuser/status/1974077268583682198) 2025-10-03T11:41Z 69.8K followers, 140.1K engagements "Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI [--] Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of" [X Link](https://x.com/jukan05/status/1975058847632069087) 2025-10-06T04:41Z 68.7K followers, [----] engagements "OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. WTF $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips https://t.co/zDcT1wNdDl $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers" [X Link](https://x.com/jukan05/status/1975153677435654268) 2025-10-06T10:58Z 69.7K followers, 151.5K engagements "AMD Supply Chain Notes [--]. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX [----] series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen [----] series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. [--]. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner" [X Link](https://x.com/jukan05/status/1975452415718830084) 2025-10-07T06:45Z 69.8K followers, 63.9K engagements "BofA: Why is global capital pouring into the data center industry [--]. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $2 million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $11 million. In total the capital expenditure per MW amounts to roughly $13 million. [--]. Revenue and Profitability: Each MW can generate $23 million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $0.08 per kWh)" [X Link](https://x.com/anyuser/status/1975830933904261137) 2025-10-08T07:49Z 69.8K followers, 92.3K engagements "BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in [----] the average rack power density in data centers was below [--] kilowatts (kW). Today a standard NVIDIA Hopper" [X Link](https://x.com/anyuser/status/1975834813648220366) 2025-10-08T08:05Z 69.8K followers, 70.9K engagements "Each humanoid robot requires [---] kg of rare-earth metals comparable to that of an electric vehicle including [--] rotary and linear actuators for joints and [--] actuators for the hands. The humanoid robot revolution could trigger $800 billion worth of demand for key rare-earth minerals yet the United States relies on China for 70% of its magnet imports and it takes [----] years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China" [X Link](https://x.com/anyuser/status/1976892568362533162) 2025-10-11T06:08Z 69.8K followers, 122.2K engagements "FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate" [X Link](https://x.com/jukan05/status/1977344646952198474) 2025-10-12T12:04Z 69.8K followers, 772.3K engagements "Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI" [X Link](https://x.com/jukan05/status/1978970723088548223) 2025-10-16T23:46Z 69.7K followers, 274.7K engagements "Samsung Electronics (005930.KS) Regaining Market Position with OP Upside from AI Inference Memory Demand CITIs View Citi raises its [----] operating profit (OP) estimate for Samsung Electronics to [----] trillion. This revision reflects expectations that following the aggressive AI investments by U.S. hyperscalers Chinese hyperscalers will also accelerate their AI inference infrastructure build-out. In addition the rapid surge in tokenized data generated by AI agents is expected to deepen the shortage of commodity memory. Given Samsungs solid market position in server DDR5 GDDR7 and eSSD the" [X Link](https://x.com/jukan05/status/1980421807011467367) 2025-10-20T23:52Z 69.8K followers, [----] engagements "@superhoogie There are a lot of rumors that local Taiwanese fiberglass companies might enter Nitto Bosekis (Nittobos) territory. What do you think" [X Link](https://x.com/jukan05/status/1981573572272501246) 2025-10-24T04:08Z 69.2K followers, [---] engagements "Korean semiconductor equipment startup breaks Carl Zeisss monopoly supplies EUV inspection equipment to Japanese photomask company A South Korean semiconductor equipment startup has supplied hundreds of billions of won worth of ultra-precise extreme ultraviolet (EUV) mask inspection equipment to a Japanese company. Until now Koreas semiconductor equipment industry has mainly targeted the mid- to low-end product market. Industry experts say that the fact that Korean technology has now reached the level of EUV mask inspection equipmentpreviously dominated by Germanys Carl Zeissmarks a" [X Link](https://x.com/anyuser/status/1984057747974058383) 2025-10-31T00:40Z 69.8K followers, 59.5K engagements "NVIDIA CEO: Samsung manufactures all of NVIDIAs robot processors" [X Link](https://x.com/jukan05/status/1984178531707077022) 2025-10-31T08:40Z 69.7K followers, 211.9K engagements "LMAO Microns HBM4 delayed to [----] due to redesign. $MU" [X Link](https://x.com/jukan05/status/1985300102685368760) 2025-11-03T10:56Z 69.7K followers, 205.8K engagements "GF Securities appears to be incorrect. According to sources familiar with the matter the report that Microns HBM4 mass production has been delayed to [----] is not true. The company is still targeting mass production in the second half of [----] although low yield rates remain a bottleneck. However this issue does not imply a delay to [----]. I apologize for any confusion caused. LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7" [X Link](https://x.com/jukan05/status/1985532352135856242) 2025-11-04T02:19Z 68.8K followers, 48.6K engagements "Goldman Sachs: China has already dominated the robot supply chain: gearing up for mass production in the second half of [----] securing annual production capacity of [-------------] units According to a recent survey by Goldman Sachs of major Chinese robot component makers such as Sanhua () the industry views the second half of [----] as the time when large-scale mass production of humanoid robots will begin in earnest. This is presented as a key benchmark for gauging investment timing across the robot industry value chain. [--]. A clear timeline: It expects the inflection point for large-scale mass" [X Link](https://x.com/anyuser/status/1987471030689108160) 2025-11-09T10:43Z 69.8K followers, 72.2K engagements "If you got any insights from my tweet please leave at least a quick thank you in a reply. Im doing this for free so its a bit disappointing to see only the bookmarks going up" [X Link](https://x.com/anyuser/status/1988066562117681241) 2025-11-11T02:09Z 69.8K followers, 59.2K engagements "3443 GUC (Global Unichip): U.S. brokers raise target price again A major U.S. investment bank has once again raised its target price revising up EPS forecasts to $44.6 / $66.7 for the next two years and applying a 57x PE multiple for next year. According to channel checks GUC is likely to participate in the design service of Teslas 3nm AI5 chip with revenue contributions expected to begin around late [----]. The project is estimated to contribute around $700800 million in revenue in [----]. In addition GUC is assisting AWS in developing an AI inference chip for smart speakers with revenue" [X Link](https://x.com/jukan05/status/1988400476224881052) 2025-11-12T00:16Z 68.9K followers, 10.2K engagements "SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee (IRC) meeting in October but the schedule was slightly delayed due to holidays and personnel changes. Considering the construction timeline of the M15X fab equipment deliveries are expected to begin sequentially early next year. Although there had been some friction during recent price negotiations SK hynix has finalized" [X Link](https://x.com/jukan05/status/1988435974104498491) 2025-11-12T02:37Z 69.7K followers, 93.4K engagements "Nvidia tightens grip on Vera Rubin cooling supply chain squeezing margins Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory. The company plans to directly select and manage suppliers for cold plates a critical liquid-cooling component according to sources familiar with the matter. Four companies are expected to be approved for the program including Cooler Master Asia Vital Components (AVC) Auras" [X Link](https://x.com/jukan05/status/1990272764926947812) 2025-11-17T04:16Z 69.7K followers, 80.3K engagements "Samsung Electronics Samsung Electro-Mechanics Ibiden and Shinko Denki pushing ahead with cooperation on glass substrates commercialization under careful consideration It has been learned that Samsung Electronics is in discussions on cooperation in the next-generation technology of semiconductor glass substrates with two Japanese substrate companies including its key affiliate Samsung Electro-Mechanics. However the cooperation among these companies is still at an early stage and it has not yet reached the point of evaluating formal samples. The analysis is that more time is needed to produce" [X Link](https://x.com/jukan05/status/1990309771925463058) 2025-11-17T06:43Z 68.8K followers, 47.4K engagements "Doosan semiconductor materials [--] trillion won in Nvidia sales locked in EMC fails GB300 qualification Doosans Electronic Business Group (BG) which has been enjoying the AI semiconductor boom thanks to its high-quality copper-clad laminates (CCL) is expected to generate more than [--] trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. [--] CCL maker recently failed to clear Nvidias quality verification for the Blackwell GB300 raising the possibility that Doosan could become the sole supplier of CCL for Rubin Nvidias next-generation AI" [X Link](https://x.com/jukan05/status/1991076801028984912) 2025-11-19T09:31Z 69.8K followers, 56.3K engagements "U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in [----] expected to increase only around 10% compared with [----] As the United States tightens controls on exports of advanced semiconductor equipment to China there is analysis that the expansion of capital expenditure by Chinese semiconductor companies such as ChangXin Memory Technologies (CXMT) will be constrained. Although the Chinese government anticipating U.S. export controls is going all out to localize semiconductor equipment the prevailing view is that new capacity additions will be limited due to" [X Link](https://x.com/jukan05/status/1991783196711874940) 2025-11-21T08:18Z 69.4K followers, 45.1K engagements "Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by [----] with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier challenging Nvidia's dominance and securing the second spot in the AI accelerator market. Shifting market dynamics Industry experts analyze that if confirmed this development will shift the AI computing power market shares presenting" [X Link](https://x.com/jukan05/status/1994274202585866583) 2025-11-28T05:16Z 69.4K followers, 29.6K engagements "GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov [--] Intel share price was up 10% owing to news of order win for Apples M-series in [----]. Weve highlighted the potential order win of M-series in our earlier Intel report (Belief in the Story Takes Hold on Oct 24) and indeed the progress is earlier than expected. We expect more to come and now expect the upcoming win in Apple (AAPL Buy) non-pro smartphone SoC based on Intel 14A for 2028; coupled with the likely engagement with Nvidia (NVDA Buy) and AMD (Buy)s server SKUs" [X Link](https://x.com/jukan05/status/1995707727516193158) 2025-12-02T04:12Z 68.9K followers, 101.5K engagements "Ill be opening an Ask Me Anything for the next hour. As long as its not related to any NDAs Ill answer as much as I can" [X Link](https://x.com/jukan05/status/1997635744970490349) 2025-12-07T11:54Z 69.6K followers, 35K engagements "@hippo407 Its difficult for me to comment on anything related to AlChip and AWS. I do think MediaTek could win some projects" [X Link](https://x.com/jukan05/status/1997643390796632505) 2025-12-07T12:24Z 69.1K followers, [----] engagements "A few days ago at work someone asked me what everyone is ignoring right now but will end up realizing is important next year. Without even thinking I immediately answered: Samsung Foundry. Heres why. First not only TSMCs back-end (i.e. CoWoS) but also its front-end is becoming a severe bottleneck. In other words a scenario where CoWoS is simply substituted with Intel packagingi.e. front-end at TSMC and back-end at Intelis for now very difficult to execute. The front-end itself is the bottleneck so there simply arent enough chips to package on Intels EMIB in the first place. So I recently did" [X Link](https://x.com/jukan05/status/1999410969244741989) 2025-12-12T09:28Z 69.7K followers, 44.2K engagements "Reuters: China has proposed a plan to require the mandatory purchase of a certain proportion of domestically produced Chinese chips when buying H200" [X Link](https://x.com/jukan05/status/2000571490383925452) 2025-12-15T14:19Z 68.9K followers, 93.5K engagements "GF Securities Overseas Electronics & Telecom ☄ Micron FY1Q26 Earnings Review: DRAM Remains Strong ☀ Maintain Buy rating; raise target price to US$323: Micron reported strong FY1Q26 results with revenue of US$13.6bn and EPS of US$4.78. FY2Q26 guidance far exceeded expectations with revenue midpoint of US$18.7bn and EPS midpoint of US$8.42 (vs. recent buy-side expectations of US$6.5 and our prior forecast of US$7.34). We see Microns gross margin on a clear upward trend: 57% in FY1Q26 expected to exceed 68% in FY2Q. We remain bullish on the long-term AI-driven upcycle in DRAM. Microns HBM4" [X Link](https://x.com/jukan05/status/2001537710662783477) 2025-12-18T06:19Z 68.8K followers, [----] engagements "My Picks for the Biggest Nonsense Takes of [----] [--]. OpenAI is buying up all the memory worldwide causing memory prices to skyrocket. [--]. Every bearish report Shawn Kim wrotelike the one claiming HBM wont be able to keep DRAM supply tight. [--]. Big Tech is inflating the depreciation lives of their GPUs. https://twitter.com/i/web/status/2002531561368137963 https://twitter.com/i/web/status/2002531561368137963" [X Link](https://x.com/jukan05/status/2002531561368137963) 2025-12-21T00:08Z 69.7K followers, 24.5K engagements "I think Samsung Electro-Mechanics is still undervalued. A lot of people still see it as just an MLCC company but in reality it supplies FC-BGA substrates to most ASIC players outside of NVIDIA. I believe Samsung Electro-Mechanics will deliver explosive growth next year" [X Link](https://x.com/jukan05/status/2005158863021260887) 2025-12-28T06:08Z 69.5K followers, 116.3K engagements "@zephyr_z9 Google Translate translates Ibiden as Biden" [X Link](https://x.com/jukan05/status/2005210265256911319) 2025-12-28T09:32Z 68.9K followers, [----] engagements "@markankcorn The 80% next to Ibiden means that Ibiden accounts for 80% of Nvidias share not that Ibiden has 80% of the entire FC-BGA market" [X Link](https://x.com/jukan05/status/2005279901797233109) 2025-12-28T14:09Z 68.9K followers, [---] engagements "Innolux Wins RF Chip Component Packaging Order from SpaceX Innolux: Forecasts improved performance in [----] driven by a simultaneous rise in prices and volume in the display industry. Notably the company is achieving results in its transition to FOPLP and is reported to have won an order for RF chip component packaging from SpaceX. Currently related production capacity is running at full utilization and shipment volumes are being expanded on a quarterly basis. RF chips are key components that seamlessly connect data and computing capabilities between space and Earth playing a decisive role in" [X Link](https://x.com/jukan05/status/2005424434061209740) 2025-12-28T23:43Z 69.8K followers, 24.1K engagements "Is it true that Rubins CCL material grade is being downgraded Taiwanese CCL stocks are getting hit pretty hard today" [X Link](https://x.com/jukan05/status/2008740075920863638) 2026-01-07T03:18Z 68.7K followers, 17.1K engagements "Doosans stock in Korea isnt doing well either" [X Link](https://x.com/jukan05/status/2008740302706868644) 2026-01-07T03:19Z 68.7K followers, [----] engagements "Amid growing demand for AI servers which is exacerbating the structural supply shortage of NAND flash Taiwanese media reported that Phison Electronics has successfully entered the supply chain for NVIDIA's next-generation AI platform. According to sources cited by Taiwanese media at the CES [----] exhibition Phison's storage module was confirmed to be included in the switch tray system configuration of NVIDIA's next-generation Rubin NVL72. This indicates that Phison's SSD and storage solutions have penetrated the core system level of next-generation AI servers. Additionally it is known that" [X Link](https://x.com/jukan05/status/2009484714076463484) 2026-01-09T04:37Z 69K followers, 13.6K engagements "GF Securities Overseas Electronics Communication ☄ NVIDIA (NVDA US Buy): Upside Potential from H200 Followed by a Leap with Vera Rubin Report Uploaded ☀ Reiterate Buy Rating Raise Target Price to $286: NVIDIAs stock has declined 11% from its November peak last year driven primarily by concerns over Google competition OpenAI models and financing and fears of an AI bubble. However recent investor feedback indicates signs of reversal in the prior long Google TPU short OpenAI/NVIDIA pair trade. We recommend continuing to stay long NVIDIA with key drivers being strong H200 demand and an unchanged" [X Link](https://x.com/jukan05/status/2010542624835551711) 2026-01-12T02:41Z 68.7K followers, 70.3K engagements "GF Overseas Electronics Communication Zhen Ding First Coverage: Undervalued Giant Embraces AI and CoWoP Opportunities Initiating coverage on Zhen Ding with a Buy rating and target price of NT$227: We believe Zhen Dings core Apple business will benefit from higher market share in foldable devices and stable iPhone volume growth. More importantly we are bullish on Zhen Dings AI potential with expected share gains across multiple AI platforms. Additionally NVIDIAs CoWoP may launch earlier than expected and with its mSAP+HDI capabilities Zhen Ding is positioned to be one of the leading" [X Link](https://x.com/jukan05/status/2010930781565448429) 2026-01-13T04:23Z 69.8K followers, 99.5K engagements "Nvidia and Broadcom have repeatedly asked TSMC over the past few months to expand capacity to support production of their GPUs and TPUs but TSMC has responded that it cannot provide as much capacity as either company is requesting. (The Information)" [X Link](https://x.com/jukan05/status/2011636498731540672) 2026-01-15T03:08Z 69.7K followers, 72.8K engagements "UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. VAT) and duration till the end of 1Q26E. Given the size of order we believe this may have been for c.3 units of HBM4 TCB tools. Based on our channel checks and industry conversations we believe competitor Hanwha Semitech may have also secured TCB tool orders of equivalent scale or c.3 units for HBM4 12Hi suggesting a 50/50" [X Link](https://x.com/jukan05/status/2012045084146221340) 2026-01-16T06:11Z 68.8K followers, 35.2K engagements "Sell Hanmi Semiconductor UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex" [X Link](https://x.com/jukan05/status/2012045914798768551) 2026-01-16T06:15Z 68.8K followers, 35.6K engagements "Someone asked me Jukan what is the best robotic supply chain play in your opinion So I tried to think it through and come to my own conclusion. Id pick TSMC and the memory names. I think most robot components can ultimately be produced in-house. People love to talk about reducers having a huge technological moat but when I ask people in the industry the answer to is it really that hard to make is usually no its not that impossible. In the end components other than the robots brain meaning the logic chip and the memory chip paired with it will have to compete head-on with Chinese companies." [X Link](https://x.com/jukan05/status/2012128444042383860) 2026-01-16T11:42Z 69K followers, 62K engagements "Commenting on $INTC Intels [----] capex was originally expected to decline vs. [----]. However note that Intel has revised this plan to keep capex roughly flat or only slightly down. Intel Foundry (IFS) investments are set to be front-loaded in 1H with a greater allocation toward equipment purchases. This suggests Intel is becoming more confident in its ability to secure foundry customers. Long Semicap. https://twitter.com/i/web/status/2014529638970937859 https://twitter.com/i/web/status/2014529638970937859" [X Link](https://x.com/jukan05/status/2014529638970937859) 2026-01-23T02:44Z 68.8K followers, 51.5K engagements "GF Overseas Electronics & Communications Celestica (CLS US Hold): TPU and Network Upside Potential Offsets ODM Share Rebalancing Maintain Hold Rating and Target Price of [---] USD: We expect Google's TPU server supply chain to further expand in [----] with Hon Hai starting L10/L11 production in 1Q26 and potentially capturing a higher-than-expected share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meanwhile CLS's communications segment benefits from accelerating network demand including continued growth in 800G and the ramp-up of 1.6T in [----] which will support" [X Link](https://x.com/jukan05/status/2014572273756471368) 2026-01-23T05:33Z 68.8K followers, 19.3K engagements "This article is an English translation of a piece originally written in Korean by Haeryeong Kang of The Korea Economic Daily. Link There was one mysterious memory platform that Jensen Huang CEO of Nvidia announced at 'CES 2026.' 'Inference Context Memory Platform.' Inference context memory platform Today in Tech & the City we'll take a close look at what this is. Key Keyword: KV Cache Toward the end of his NVIDIA Live speech in Las Vegas on the 5th (local time) CEO Jensen Huang began talking about a memory platform. Naturally our ears pricked up. Is this the second coming of HBM (High" [X Link](https://x.com/jukan05/status/2014982617280786451) 2026-01-24T08:44Z 69.8K followers, 87.6K engagements "One of the best things about using X is that you can get insights from semiconductor industry professionals for free. I enjoyed reading it. https://t.co/EdqTt0ZdGW https://t.co/EdqTt0ZdGW" [X Link](https://x.com/jukan05/status/2014997793283408117) 2026-01-24T09:44Z 68.3K followers, 244.9K engagements "Recently theres been a lot of talk about copper on X so Ive been reading sell-side reportsand Ive found a lot of interesting points. One of them is that while China accounts for more than half of global copper demand it can only meet about 8% of that demand through domestic supply. https://twitter.com/i/web/status/2015075896152207845 https://twitter.com/i/web/status/2015075896152207845" [X Link](https://x.com/jukan05/status/2015075896152207845) 2026-01-24T14:55Z 69.8K followers, 127.6K engagements "Samsung Raises NAND Prices by 100% in Q1. "Supply Can't Keep Up with Demand" Samsung Electronics has raised the price of NAND flash memory by more than double in the first quarter. This is due to a surge in demand for NAND-based storage devices driven by the proliferation of artificial intelligence (AI) while supply has not increased significantly. The memory shortage and price hike trend are expected to continue for some time. According to industry sources on the 25th Samsung Electronics increased the supply price of NAND flash by more than 100% in the first quarter of this year. It is" [X Link](https://x.com/jukan05/status/2015227653960376540) 2026-01-25T00:58Z 68.7K followers, 200.7K engagements "This is truly an excellent report. I was so absorbed in reading it that I didnt even notice an hour had passed. What surprised me most was that JPM views Kioxia as having a larger eSSD exposure than SanDisk and even named Kioxia as its top pick. I had assumed SanDisks eSSD exposure would be much higher than Kioxias" [X Link](https://x.com/jukan05/status/2015413407164563836) 2026-01-25T13:16Z 69.8K followers, 247.3K engagements "GF Securities Overseas Electronics Communication ☄ Intel (INTC US Buy): Pullback is a Buying Opportunity ☀ Maintain Buy Rating Raise Target Price to $60: Intel's stock price has risen 38% year-to-date benefiting from the release of Panther Lake at CES and strong momentum in server CPUs. Therefore given the high expectations driven by multiple sell-side upgrades Intel's weak 1Q26 guidance triggered a 12% after-hours stock drop. However we remain bullish on the stock and recommend investors accumulate positions during the pullback considering positive progress in its foundry business: 1) Steady" [X Link](https://x.com/jukan05/status/2015622185784865142) 2026-01-26T03:05Z 68.8K followers, 62K engagements "JPM TPU Commentary: Strengthening AI ASIC Outlook for FY2026-2027 Broadcoms outlook for its AI ASIC business in fiscal years [----] and [----] is strengthening driven by deepened collaboration with its largest AI customer Google. Broadcom maintains a technical lead of over [--] months compared to Google's internal COT (Customer Owned Tooling) program. This gap is becoming even more entrenched as the complexity of chip design and packaging intensifies. To support AI workloads for external clients such as Anthropic OpenAI and Apple Google is expanding its TPU deployment with plans to ship [--] to 7" [X Link](https://x.com/jukan05/status/2015675123450425798) 2026-01-26T06:36Z 68.4K followers, 32.7K engagements "Samsung Foundry Eyeing 'Turnaround to Profit' Next Year Amid Potential Orders from Qualcomm and AMD for Tesla Chips Samsung Electronics' Foundry Division long considered the "troubled child" of the Device Solutions (DS) department is projected to swing back into the black next year. This optimistic outlook is fueled by the mass production of Tesla's next-generation AI chips and the increasing likelihood of securing orders from global tech giants such as Qualcomm and AMD. As yields for advanced processes below 3nm stabilize and the Taylor Texas fab nears operation Samsung is aggressively" [X Link](https://x.com/jukan05/status/2015768447242965273) 2026-01-26T12:47Z 68.4K followers, 52.6K engagements "This is the first piece Ive written with the team since joining Citrini. I worked incredibly hard on it and Im confident its more substantive than anything youll find from any other house. https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory" [X Link](https://x.com/jukan05/status/2015793667534205039) 2026-01-26T14:27Z 68.7K followers, 71.5K engagements "Ultimately memory makers have no choice but to expand capacity and that will keep the memory industry cyclical. That said it doesnt mean memory stocks will fall right away. Microns Singapore NAND fab wont come online until [----] so it doesnt undermine the view that the supercycle should continue to benefit the industry throughout 2027and at least all of [----]. If timing the cycle feels daunting buy semicap instead. Among semicap names $LRCX has the highest NAND exposure. Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://t.co/QGhxhNdqU2 Micron is the" [X Link](https://x.com/jukan05/status/2015986278647689720) 2026-01-27T03:12Z 69.1K followers, 76K engagements "Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted. $INTC CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. https://t.co/i6hMHtacCV CPU Prices Surge as Well: A Major Blow to the" [X Link](https://x.com/jukan05/status/2016052108626428084) 2026-01-27T07:34Z 68.7K followers, 170.5K engagements "Just in: NVIDIA is exploring collaboration with Intel for its Feynman GPUs (DigiTimes) - The GPU compute die is still expected to be manufactured at TSMC while the I/O die could be partially produced using Intels 18A process or its 14A process which is slated for mass production in [----]. - This will depend on the future yield and ramp status of Intels 14A process. - Advanced packaging is expected to be handled on Intels EMIB platform. - The final split of advanced packaging is estimated at up to 25% for Intel and 75% for TSMC. $INTC $NVDA https://twitter.com/i/web/status/2016283528393326612" [X Link](https://x.com/jukan05/status/2016283528393326612) 2026-01-27T22:53Z 68.4K followers, 87.2K engagements "(Exclusive) Rumors: NVIDIA to Outsource to Intel in 2028; Three-Level Interpretation of TSMCs Strategic Thinking TSMC almost dominates advanced processes and advanced packaging becoming a target for the United States. Chip customers simultaneously bear the heavy responsibility of "American manufacturing." Due to cost issues and capacity shortages the model of highly concentrating production at TSMC in recent years has shifted toward a new strategy of "multi-sourcing and risk diversification." Recently rumors from the supply chain suggest that in addition to Apple NVIDIA has tentatively" [X Link](https://x.com/jukan05/status/2016284638248091684) 2026-01-27T22:58Z 68.6K followers, 303.6K engagements "SOCAMM Front Expands Qualcomm and AMD Join Push for Adoption Following NVIDIA The "SOCAMM" front referred to as the "second High Bandwidth Memory (HBM)" is expanding. Following the adoption of SOCAMM by NVIDIA the worlds number one semiconductor company global semiconductor design firms such as Qualcomm and AMD are also considering employing SOCAMM in their new AI server chips. For Samsung Electronics and SK Hynix which produce the Low Power Double Data Rate (LPDDR) DRAMthe material for SOCAMMhow to coordinate the tightening DRAM supply is emerging as a new challenge. According to the" [X Link](https://x.com/jukan05/status/2016288766571512083) 2026-01-27T23:14Z 68.4K followers, 13.9K engagements "A superb post by a Korean Silicon Valley engineer who specializes in analog semiconductors. Very impressive. Highly recommended for semiconductor outsiders who want to spot the next real bottleneck. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD" [X Link](https://x.com/jukan05/status/2016333257416302805) 2026-01-28T02:11Z 69.3K followers, 195.9K engagements "@TShirtnJeans2 NVIDIA said they recognize revenue when the chips are shipped right Im not sure whether that applies to these H200s as well" [X Link](https://x.com/jukan05/status/2016368055442628814) 2026-01-28T04:29Z 68.7K followers, [---] engagements "Gokul just kicked MediaTeks ass again" [X Link](https://x.com/jukan05/status/2016444423094325610) 2026-01-28T09:33Z 68.6K followers, 71.1K engagements "1. The market is way too optimistic about MediaTeks TPU volume. [--]. Google is pushing ahead with a fully in-house completely CoT-designed 2nm TPU project completely excluding both Broadcom and MediaTek. (WTF) [--]. Google wants to become a real alternative to NVIDIA and for that Broadcom is absolutely essential. [--]. MediaTeks smartphone business is collapsing amid brutal price competition with Qualcomm and others. Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq" [X Link](https://x.com/jukan05/status/2016445200168800631) 2026-01-28T09:36Z 69K followers, 54.1K engagements "GF Securities Overseas Electronics Communication- ASML Performance Commentary 🌟Event: ASML released its 4Q performance with 4Q25 revenue of 9.7bn and a gross margin of 52.2%. On the other hand the company's orders greatly exceeded expectations with new orders amounting to 13.2bn (vs. market expectation of 8bn+ Guangfa forecast of 10bn🌹). Among the new orders 7.4bn was for EUV. The company expects full-year revenue for [----] to be 34-39bn. Additionally ASML announced a [--] euro stock repurchase plan which will be executed by December [--] [----]. 🌟Commentary: The company's orders greatly exceeded" [X Link](https://x.com/jukan05/status/2016479977659838801) 2026-01-28T11:54Z 69K followers, 14.8K engagements "@dnm1712 Synopsys" [X Link](https://x.com/jukan05/status/2016641018469503184) 2026-01-28T22:34Z 68.9K followers, [---] engagements "SK Hynix 4Q25 Q/A 1) Regarding HBM4 HBM4 also aims for overwhelming market share just like HBM3 and 3E. Preparations for HBM4 are proceeding with mass production of customer-requested volumes according to the schedule agreed upon with customers. HBM4 has achieved customer-required performance even based on 1b nano. Plans to secure yields at the level of HBM3E using MR-MUF. Even with current production maximization demand cannot be fully met at 100% so competitors' entry is expected but competitiveness will be maintained. 2) Regarding LTA In the past LTAs existed but they were somewhat loose" [X Link](https://x.com/jukan05/status/2016672324687450563) 2026-01-29T00:38Z 69.4K followers, 31.9K engagements "* Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI" [X Link](https://x.com/jukan05/status/2016691994312266097) 2026-01-29T01:56Z 68.8K followers, 27.4K engagements "Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI" [X Link](https://x.com/jukan05/status/2016714101674873267) 2026-01-29T03:24Z 68.4K followers, 105.7K engagements "@firstadopter Even if they already hold a large stake does that mean Microsoft doesnt care if its ownership gets diluted" [X Link](https://x.com/jukan05/status/2016715677474992376) 2026-01-29T03:31Z 68.8K followers, [----] engagements "Alibaba is considering increasing its planned investment in AI infrastructure and cloud computing from [---] billion RMB to [---] billion RMB over the next three years According to an insider Alibaba is considering raising its original plan of investing [---] billion RMB in AI infrastructure and cloud computing over the next three years to [---] billion RMB. In China Alibaba has its self-developed chip Zhenwu 810E; overseas it is purchasing GPUs on a massive scaleone insider described it as transporting them by truckloads. At its most aggressive phase the company even bought large quantities of" [X Link](https://x.com/jukan05/status/2016854170385731730) 2026-01-29T12:41Z 68.5K followers, 16.8K engagements "ByteDance and Alibaba are set to launch new AI models (The Information). ByteDance plans to unveil three new AI models next month and Alibaba is also expected to introduce its next-generation AI model next month" [X Link](https://x.com/jukan05/status/2016861866795160063) 2026-01-29T13:11Z 69.7K followers, 35.5K engagements "Skeptics gain fame optimists make money. I sold SanDisk at $124 hesitated to buy at $400 and now SanDisk is at $631. $SNDK" [X Link](https://x.com/jukan05/status/2017039796464734383) 2026-01-30T00:58Z 69.4K followers, 61K engagements "Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory" [X Link](https://x.com/jukan05/status/2017057013583532467) 2026-01-30T02:07Z 68.8K followers, 176.2K engagements "For reference Samsung and SK hynix have nearly doubled LPDDR pricing for Apple compared to before. Ive also heard that pricing for mobile NAND has been raised significantly as well. Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory" [X Link](https://x.com/jukan05/status/2017057374910247108) 2026-01-30T02:08Z 68.4K followers, 60.1K engagements "Exclusive SK Hynix Makes Significant Progress in NVIDIAs HBM4 'Qual' Test. One Step Closer to Mass Supply SK Hynix is reported to have made substantial progress in NVIDIA's qualification (qual) testing for its 6th-generation HBM (HBM4) products. It has become highly probable that the company will stably supply these chips for 'Rubin' NVIDIA's latest Graphics Processing Unit (GPU) scheduled for release in the second half of this year. According to industry sources on the 30th SK Hynix achieved meaningful results in NVIDIA's HBM4 System-in-Package (SiP) tests conducted this month. SK Hynix" [X Link](https://x.com/jukan05/status/2017104442991280606) 2026-01-30T05:15Z 69.5K followers, 12.6K engagements "Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)" [X Link](https://x.com/jukan05/status/2017122593569198529) 2026-01-30T06:27Z 68.8K followers, 145.2K engagements "Morgan Stanley: Meta Price Target Raised to $825 Meta's Ad Revenue to Overtake Google Search Ads in Q2 [----] In its latest report Morgan Stanley predicts that Meta's advertising revenue will surpass Google Search advertising revenue for the first time in the second quarter of [----]. - While Google Search had a 15% growth rate when its quarterly revenue was at the $57 billion scale Meta is recording high-speed growth of 3435% at the same revenue scale. - In Zuckerberg's eyes the current system is still at a 'primitive' level. Morgan Stanley believes that if the current system is primitive" [X Link](https://x.com/jukan05/status/2017153719067169249) 2026-01-30T08:31Z 68.5K followers, 25.2K engagements "Exclusive Samsung Electro-Mechanics Breaks Into NVIDIAs Supply Chain Samsung Electro-Mechanics (SEMCO) will supply high-value Flip-Chip Ball Grid Array (FC-BGA) substrates to NVIDIA for the first time. Amid the global AI data center construction boom cooperation with NVIDIAthe leader in the AI semiconductor marketis expected to be a major turning point that elevates SEMCO's substrate business to the next level. Industry experts evaluate that Samsungs technological prowess has once again stood out as Japanese component and material companies have historically dominated the supply of high-value" [X Link](https://x.com/jukan05/status/2017163166938218571) 2026-01-30T09:09Z 68.7K followers, 42.4K engagements "Goldman Sachs announced it is sticking to its existing forecast that the QoQ rise in NAND prices (particularly for Kioxia) will persist only through Q4 [----] (OctoberDecember) even following SanDisk's recent earnings report. Thereafter prices are projected to ease progressively as supply increases. https://twitter.com/i/web/status/2017211199872815154 https://twitter.com/i/web/status/2017211199872815154" [X Link](https://x.com/jukan05/status/2017211199872815154) 2026-01-30T12:20Z 69.9K followers, 99K engagements "Im not sure why Oracles stock is trading sideways. Is it because its core business is software so its included in the short SaaS basket Or is it because no LLM trained on Blackwell has been released yet It doesnt seem like a sufficient explanation to simply say the stock is being suppressed due to excessive CAPEX burden directed toward OAI does it https://twitter.com/i/web/status/2017380055626957294 https://twitter.com/i/web/status/2017380055626957294" [X Link](https://x.com/jukan05/status/2017380055626957294) 2026-01-30T23:31Z 68.7K followers, 39K engagements "WSJ: NVIDIAs Jensen Huang criticized OpenAI for what he described as a lack of discipline in its business approach and he also voiced concerns about the competitive pressure OpenAI faces from rivals such as Google and Anthropic" [X Link](https://x.com/jukan05/status/2017388119377711225) 2026-01-31T00:03Z 68.7K followers, 84K engagements "https://www.digitimes.com/news/a20260130PD220/unimicron-abf-substrate-ai-server-market-capacity.html https://www.digitimes.com/news/a20260130PD220/unimicron-abf-substrate-ai-server-market-capacity.html" [X Link](https://x.com/jukan05/status/2017424432944595204) 2026-01-31T02:27Z 69.9K followers, [----] engagements "ASIC server demand boosts Taiwan's high-end CCL shipments - Cloud Service Providers (CSPs) continue to maintain robust capital expenditures (CAPEX) driving steady growth in the AI server and high-speed network switch markets. - Against this backdrop the advancement of CCL (Copper Clad Laminate) material specifications is accelerating with a gradual increase in orders for high-value-added products. - Taiwans top three CCL manufacturers achieved significant revenue growth in [----] with all three recording double-digit year-over-year increases. - Looking ahead to [----] the penetration of Taiwanese" [X Link](https://x.com/jukan05/status/2017492440685715682) 2026-01-31T06:57Z 68.3K followers, 21.8K engagements "Does Sandisk's recent sharp stock price surge already reflect the company's tremendous operating profit margin in [----] If it hasn't been fully priced in yet then the stock price could still have a lot more room to run going forward. Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io" [X Link](https://x.com/jukan05/status/2017494633904017674) 2026-01-31T07:06Z 68.7K followers, 61.3K engagements "* South Koreas semiconductor exports in January reached $20.5 billion surpassing $20 billion for the second consecutive month. * The January semiconductor export growth rate stood at 103% more than doubling compared to January of the previous year. https://www.yna.co.kr/view/AKR20260201012200003input=1195m https://www.yna.co.kr/view/AKR20260201012200003input=1195m" [X Link](https://x.com/jukan05/status/2017755788371234904) 2026-02-01T00:24Z 68.7K followers, 29.7K engagements "Can OpenAI go public (IPO) without agreeing with Elon Musk" [X Link](https://x.com/jukan05/status/2017763013957415039) 2026-02-01T00:52Z 68.8K followers, 29.3K engagements "Several sell-side firms have begun to forecast Samsung Foundrys return to profitability" [X Link](https://x.com/jukan05/status/2017769420907794635) 2026-02-01T01:18Z 68.7K followers, 53.8K engagements "Samsung and SK Hynix Both Yet to Pass Qual Tests Both Initiating Risk Production for HBM4 The commercialization process for High Bandwidth Memory (HBM) is shifting. Typically memory manufacturers enter official mass production only after completing quality (qual) tests with customers using samples. However to meet the urgent demands of key customers both Samsung and SK Hynix are now preemptively starting mass production before receiving final certification. According to industry sources on the 1st both companies have begun preemptive mass production of HBM4 to respond to Nvidias demand" [X Link](https://x.com/jukan05/status/2017787846447567140) 2026-02-01T02:31Z 69.5K followers, 23.6K engagements "The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used" [X Link](https://x.com/jukan05/status/2017836048567730422) 2026-02-01T05:42Z 69.4K followers, 61.2K engagements "@OmerCheeema Morgan Stanley still seems to view memory as a cyclical industry. They expect operating profit to peak in [----] and then gradually decline from [----] onward" [X Link](https://x.com/jukan05/status/2017903618318639407) 2026-02-01T10:11Z 68.5K followers, 11.4K engagements "I'm considering traveling to Shenzhen. but the prices are insane For the price of one night in a 5-star hotel in Korea you can stay three nights in Shenzhen (based on 5-star hotel standards). I've heard English is barely spoken in Shenzhen. Should I use a Chinese translation app" [X Link](https://x.com/jukan05/status/2017943923529048162) 2026-02-01T12:51Z 69.7K followers, 97.4K engagements "Is anyone aware of why ASML can boast strong orders and deliver outstanding results yet Lasertec reports less impressive performance ASMLs equipment and Lasertecs equipment are sold as a paired set arent they" [X Link](https://x.com/jukan05/status/2018124112028467509) 2026-02-02T00:47Z 69.2K followers, 36.8K engagements "DRAMeXchange January PC DRAM Contract Price Announcement - At the end of January some memory suppliers and PC OEMs finalized their contract prices for 1Q26. Contract prices rose by 105110% compared to the previous quarter a significant expansion from the 3843% increase recorded in 4Q25. The contract price for 8GB DDR4 reached $85 a 115120% increase QoQ. The 16GB DDR4 contract price also surged to $134 rising 103108% compared to the previous quarter. As a result the price discount of DDR5 relative to DDR4 widened to 12% in January (vs. 6% in 4Q25). Most contract price negotiations are expected" [X Link](https://x.com/jukan05/status/2018124730927337842) 2026-02-02T00:50Z 68.4K followers, 69.2K engagements "* DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU" [X Link](https://x.com/jukan05/status/2018125345854288190) 2026-02-02T00:52Z 69.4K followers, 189.5K engagements "@evrgn11112231 Do you know which firm wrote that report" [X Link](https://x.com/jukan05/status/2018131402202783960) 2026-02-02T01:16Z 68.7K followers, [----] engagements "@superhoogie What do you think about Resonac" [X Link](https://x.com/jukan05/status/2018158109219586091) 2026-02-02T03:02Z 69.5K followers, [----] engagements "Bank of America forecasts that due to the sharp rise in DRAM prices smartphone shipments in [----] will decline by a high single-digit percentage while PC shipments will drop by a low double-digit percentage (around 1013%). What surprised me when I saw this table was that contrary to the fear-mongering from many sell-side analysts even though automotive DRAM prices have risen significantly vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic) And the decline in low-end smartphone shipments seems much more severe than I thought theyre projecting" [X Link](https://x.com/jukan05/status/2018184232800239982) 2026-02-02T04:46Z 69.4K followers, 86.1K engagements "Samsung and SK Hynix to Accelerate Conversion Investment in Cutting-edge NAND in Q2 Samsung Electronics and SK Hynix are set to begin large-scale conversion investments in cutting-edge NAND flash. While these plans were previously delayed in favor of DRAM concrete investment schedules are now being finalized. This strategy aims to address the surging demand in the NAND market driven primarily by the AI industry. According to industry sources on the 2nd both Samsung and SK Hynix plan to proceed with conversion investments for cutting-edge NAND during the second quarter of this year. Samsung" [X Link](https://x.com/jukan05/status/2018219074820747474) 2026-02-02T07:04Z 69.4K followers, 29.2K engagements "SCMP: DeepSeeks next-generation model reportedly has trillions of parameters and the sharp increase in model size has slowed down training speed. As a result the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. New: Almost every frontier Chinese AI lab is racing to release major new models before the Lunar New Year including Zhipu GLM-5 and MiniMax M2.2. https://t.co/kGXXNF0H3l Meanwhile despite widespread speculation about V4 DeepSeek is expected to only release a minor upgrade to New: Almost every frontier Chinese AI lab is racing to release major new" [X Link](https://x.com/jukan05/status/2018224617945788822) 2026-02-02T07:27Z 68.6K followers, 74K engagements "Samsung recently carried out an organizational restructuring and reassigned personnel who had been in its power semiconductor organization to core business units such as HBM4 and the 2nm process" [X Link](https://x.com/jukan05/status/2018297934400622608) 2026-02-02T12:18Z 69.4K followers, 42.6K engagements "Teradyne here. Picked some up and its already +21% profit lol @jukan05 What stocks did you buy @jukan05 What stocks did you buy" [X Link](https://x.com/jukan05/status/2018444362657779721) 2026-02-02T22:00Z 69.6K followers, 86.9K engagements "Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first" [X Link](https://x.com/jukan05/status/2018447356967162363) 2026-02-02T22:12Z 69.3K followers, 77.8K engagements "I dont get why theyre blaming Nvidia for Codex being slow lol. Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6 Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6" [X Link](https://x.com/jukan05/status/2018448707176558762) 2026-02-02T22:17Z 68.4K followers, 45.4K engagements "SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing completion this move is analyzed as a rapid response to supply HBM4 for NVIDIA's latest AI accelerator 'Vera Rubin.' SK Hynix plans to expand production capacity through wafer input for 1b DRAM expansion of the Cheongju M15x fab and process conversion at the M16 fab. According to industry sources on the 3rd SK Hynix plans" [X Link](https://x.com/jukan05/status/2018472786998755810) 2026-02-02T23:53Z 69.6K followers, 38.2K engagements "Samsung Leads in HBM4 Performance but Nvidia Backs SK Hynix for Its 'Yield' Samsung Electronics has launched a counteroffensive in the 6th-generation High Bandwidth Memory (HBM4) market by achieving the highest performance among the top three memory makers. However SK Hynix is expected to maintain its market dominance driven by its superior production yields. As global big tech companies like Nvidia face extreme HBM supply shortages they are prioritizing the securing of stable volumes over raw performance. In this environment "yield competitiveness" has emerged as the decisive factor in the" [X Link](https://x.com/jukan05/status/2018513482782802388) 2026-02-03T02:34Z 69.5K followers, 17.9K engagements "The advice Im giving you is this: if you want to fully ride the memory super cycle buy companies that actually manufacture memory. Not IP companies like Rambus. This fucking company crashes every single time they announce earnings" [X Link](https://x.com/jukan05/status/2018524878337708183) 2026-02-03T03:20Z 69.6K followers, 62.1K engagements "Samsung is up more than 10% in a single day today🤯" [X Link](https://x.com/jukan05/status/2018568480594030897) 2026-02-03T06:13Z 69.8K followers, 70K engagements "What Is it already time for OpenAI to start laying off staff OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D" [X Link](https://x.com/jukan05/status/2018613721812382148) 2026-02-03T09:13Z 69.3K followers, 231.7K engagements "I was imagining something: what if a certain company is trying to acquire Sandisk and since JPM is advising on the deal JPM stopped covering Sandisk because of that Of course it could be for a different reason. But I cant really think of any other explanation" [X Link](https://x.com/jukan05/status/2018624997900931499) 2026-02-03T09:57Z 69.5K followers, 77K engagements "Just in: Samsung and SK hynix are likely to post NAND margin rates of 4050% in 1H26 (ZDNet Korea)" [X Link](https://x.com/jukan05/status/2018848100279030078) 2026-02-04T00:44Z 68.9K followers, 32K engagements "Samsung and SK to Hit Record NAND Margins: "Unprecedented in a Decade" Samsung Electronics and SK Hynix are set to aggressively hike NAND flash prices through the first half of this year. Consequently NAND margin rates for both companies are highly likely to reach the 4050% range. The industry anticipates that NAND products will achieve their highest profitability in nearly ten years a level not seen since the memory super-cycle of [----]. According to industry sources on the 4th the NAND margin rates for Samsung and SK Hynix in the first half of this year are projected to approach the 4050%" [X Link](https://x.com/jukan05/status/2018848328373653783) 2026-02-04T00:45Z 69.6K followers, 43K engagements "I seriously dont get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies then casually add their entire feature set to Claude" [X Link](https://x.com/jukan05/status/2018852985514913879) 2026-02-04T01:03Z 69.7K followers, 228.8K engagements "Why did AMD miss earnings expectations [--]. Despite TSMC's capacity shortage the buyside excessively overestimated AMD's CPU shipment numbers. [--]. AMD's non-China GPU sales volume fell short of expectations. I've been reading various sell-side reports and the opinions are quite divided/all over the place. $AMD https://twitter.com/i/web/status/2018857354171936836 https://twitter.com/i/web/status/2018857354171936836" [X Link](https://x.com/jukan05/status/2018857354171936836) 2026-02-04T01:21Z 69.7K followers, 55.9K engagements "Nvidias exports of the H200 to China have received approval from the U.S. Department of Commerce but theyre still being delayed as they undergo review by the U.S. State Department" [X Link](https://x.com/jukan05/status/2018888324107346017) 2026-02-04T03:24Z 69.4K followers, 35.4K engagements "https://www.digitimes.com/news/a20260204PD210/market-dram-nand-cxmt-ddr4.html https://www.digitimes.com/news/a20260204PD210/market-dram-nand-cxmt-ddr4.html" [X Link](https://x.com/jukan05/status/2018902170784211314) 2026-02-04T04:19Z 69.9K followers, [----] engagements "GF Securities Overseas Electronic Communications Analysis of Memory Price Impact on Consumer and AI Segments High Memory Prices Leading to Smartphone "Downgrading" Due to the continuous price hikes of LPDDR and NAND smartphone manufacturers' profit margins are being squeezed amidst moderate market demand. Memory now accounts for 20-30% of the smartphone Bill of Materials (BOM). While upgrade plans for high-end and flagship models remain unchanged a "downgrading" trend for mid-to-low-end models has become inevitable. We observe that some Chinese manufacturers are evaluating external storage" [X Link](https://x.com/jukan05/status/2018916685957452011) 2026-02-04T05:17Z 69.7K followers, 22.3K engagements "Exclusive Samsung Foundry Pushes for Price Increase in 48nm Process Samsung Electronics Foundry (semiconductor contract manufacturing) is pushing for price increases for some of its processes. The targets are 4-nanometer (nm) and 8nm processes and the increase is observed to be around 10%. According to the semiconductor industry on the 4th Samsung Electronics Foundry recently shared the possibility of price adjustments for some processes with major partner companies. It is considering price increases centered on processes where demand is concentrated. A design house official stated Recently" [X Link](https://x.com/jukan05/status/2018936843707019302) 2026-02-04T06:37Z 69.3K followers, 46.4K engagements "Isnt it a risky assumption to think that Googles capex increase will translate directly into AVGO MediaTek is in the picture too and Google is also trying to build TPUs using external SerDes without MediaTek or Broadcom right" [X Link](https://x.com/jukan05/status/2019195685929890267) 2026-02-04T23:45Z 69.8K followers, 37.4K engagements "@KairosPraxis I cant say for sure that its been confirmed. But honestly everyone whos in the know already knew" [X Link](https://x.com/jukan05/status/2019196759713734744) 2026-02-04T23:49Z 69.8K followers, [----] engagements "@evrgn11112231 Thats right. Google selling TPUs externally follows a similar logic. Honestly I still dont understand why Google would sell TPUs to competitors. If theyre really that good shouldnt Google keep them exclusive to itself" [X Link](https://x.com/jukan05/status/2019197945514762614) 2026-02-04T23:54Z 68.9K followers, 33.5K engagements "@TBU12345678 @KairosPraxis We need to factor into the model that MediaTek charges a much lower NRE than Broadcom and that the TPUs MediaTek is responsible for keep getting pushed outso they arent able to true up/collect the production-related payments on time" [X Link](https://x.com/jukan05/status/2019198414853197902) 2026-02-04T23:56Z 69.8K followers, [----] engagements "@TBU12345678 @KairosPraxis I also agree that MediaTeks capabilities are being overrated. Damn I shouldnt have mentioned MediaTek in the main tweet. Im more worried about Googles in-house CoT than MediaTek" [X Link](https://x.com/jukan05/status/2019199907052286288) 2026-02-05T00:02Z 69.8K followers, [----] engagements "Yomiuri reported that TSMC will build its second Kumamoto fab in Japan as a 3nm facility but the scale seems smaller than I expected. They said $17 billion of capex is expected to be deployed. https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/ https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/" [X Link](https://x.com/jukan05/status/2019210624933462448) 2026-02-05T00:45Z 68.8K followers, 10.2K engagements "Yeah that was truly a legendary trade" [X Link](https://x.com/jukan05/status/2019223444307734572) 2026-02-05T01:35Z 69.3K followers, 92.1K engagements "Honestly it's getting embarrassing to even call them the M7 now. Excluding Google the other M6 stocks are down 525% from their all-time highs and the only thing propping up the M7's gains has been Google. Over the past [--] months market cap has increased by $1.7 trillion right https://twitter.com/i/web/status/2019239918279750035 https://twitter.com/i/web/status/2019239918279750035" [X Link](https://x.com/jukan05/status/2019239918279750035) 2026-02-05T02:41Z 69.7K followers, 57.8K engagements "BofA (Bank of America) analyst Vivek Arya concluded that it doesnt make logical sense for the chip sector and the software sector to sell off together. He argued that a decline in chip stocks implies deteriorating AI investment returns (ROI) while a decline in software stocks implies AI adoption will become extremely widespreadso those two conclusions are hard to reconcile at the same time. In his view the market is overreacting. Arya noted that the markets implicit judgment behind the selloff in AI-related chip stocks is that AI investments have deteriorated to the point where achieving" [X Link](https://x.com/jukan05/status/2019244472404697179) 2026-02-05T02:59Z 69.8K followers, 89.2K engagements "I still cant believe MSTR nearly made it into the S&P [---] ahead of SanDisk. What business does a company that basically just buys Bitcoin even have" [X Link](https://x.com/jukan05/status/2019264046957228509) 2026-02-05T04:17Z 68.8K followers, 28K engagements "Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. This isnt some secretanyone whos supposed to know already knows. As long as it doesnt go into AI servers its perfectly fine. https://twitter.com/i/web/status/2019265776684056772 https://twitter.com/i/web/status/2019265776684056772" [X Link](https://x.com/jukan05/status/2019265776684056772) 2026-02-05T04:24Z 68.8K followers, 97.1K engagements "https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch" [X Link](https://x.com/jukan05/status/2019265923673432173) 2026-02-05T04:24Z 68.7K followers, [----] engagements ""On top of that we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo which would leave not much of the capacity for the rest of us." Even if Dell and HP wanted to use Chinese-made memory Im skeptical theyd be able to secure enough supply. Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. https://t.co/e6yIgEKLI9" [X Link](https://x.com/jukan05/status/2019267120283152428) 2026-02-05T04:29Z 69.8K followers, 35.7K engagements ""We're still at the beginning not the end"" [X Link](https://x.com/jukan05/status/2019374768991138061) 2026-02-05T11:37Z 69.5K followers, 25.8K engagements "If SpaceX were to make a smartphone which hardware manufacturer or OEM do you think would build it Personally I think it would be really interesting if Samsung made it. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE" [X Link](https://x.com/jukan05/status/2019384504226554267) 2026-02-05T12:15Z 69.8K followers, 15.1K engagements "https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/ https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/" [X Link](https://x.com/jukan05/status/2019384627371339972) 2026-02-05T12:16Z 68.9K followers, [----] engagements "@zephyr_z9 Would it be a major blow to $AAPL" [X Link](https://x.com/jukan05/status/2019384906112241763) 2026-02-05T12:17Z 68.5K followers, 23.9K engagements "@RYANHINGSHING @zephyr_z9 Shawn Kim I havent forgotten this" [X Link](https://x.com/jukan05/status/2019391140781518934) 2026-02-05T12:42Z 68.9K followers, [---] engagements "This is an article written by a senior reporter at The Information. Personally I dont like The Information but I thought this was quite worth reading so Im sharing it. Big Tech companies are racing to invest in OpenAI. Nvidia is considering $30 billion Amazon at least $20 billion and Microsoft $10 billion. SoftBank is also saying they will put in $30 billion. Ken Brown a senior reporter at The Information says this massive valuation of OpenAI doesnt make sense and begins to reason why. Before going into the reasoning the reporter explains why the cost of OpenAI raising funds is increasing" [X Link](https://x.com/jukan05/status/2019406845014864085) 2026-02-05T13:44Z 69.8K followers, 43.8K engagements "@zephyr_z9 A source familiar with this matter told me that he is actually the successor to Bill Hwang the 'Nightmare of Wall Street'" [X Link](https://x.com/jukan05/status/2019409353372270957) 2026-02-05T13:54Z 68.5K followers, 12.3K engagements "https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes" [X Link](https://x.com/jukan05/status/2019412749219164238) 2026-02-05T14:08Z 69.2K followers, 10.3K engagements "@Alex_Intel_ Can PTL compete with the RTX 5070" [X Link](https://x.com/jukan05/status/2019414479084351517) 2026-02-05T14:15Z 68.3K followers, [----] engagements "Shouldnt we view Bitcoin as a high-beta tech stock now rather than an independent high-risk asset" [X Link](https://x.com/jukan05/status/2019436578016489796) 2026-02-05T15:42Z 69.2K followers, 19.5K engagements "@RihardJarc why MSFT" [X Link](https://x.com/jukan05/status/2019437842871812319) 2026-02-05T15:47Z 68.4K followers, 15.9K engagements "* Official: Weve entered a bear market" [X Link](https://x.com/jukan05/status/2019538311782756619) 2026-02-05T22:27Z 69.5K followers, 20.9K engagements "Samsung Begins Tesla AI5 Wafer Processing "Musk Also Attending Meetings" Samsung Electronics will soon begin pilot production of Tesla's AI5 chips. While the AI5 and AI6 chip foundry contracts are loss-making in the short term the level of interest is high enough that Tesla CEO Elon Musk is personally involved in working-level meetings with Samsung Electronics staff raising expectations for revenue growth through expanded cooperation. Samsung Electronics was previously reported to have secured a $16.5 billion (approximately [--] trillion won) contract from Tesla in July last year for foundry" [X Link](https://x.com/jukan05/status/2019626726058520801) 2026-02-06T04:18Z 69.8K followers, 40.2K engagements "Oh guys Ive been talking about Microns HBM4 since last September" [X Link](https://x.com/jukan05/status/2019778369370390747) 2026-02-06T14:21Z 69.5K followers, 39.3K engagements ""Wavering" in DDR4 Memory Prices at Shenzhen Huaqiangbei Electronics Market - Recent reports indicate that DDR4 memory prices have begun to soften slightly or enter an adjustment phase at Huaqiangbei () China's largest electronics wholesale and retail market. - According to industry sources and market data DDR4 8GB and 16GB productswhich had previously surged in priceare now showing signs of correction from their elevated levels. Some vendors reported that 8GB product prices have dropped by several tens of yuan from their previous highs while 16GB products are also undergoing price" [X Link](https://x.com/jukan05/status/2019922258635157705) 2026-02-06T23:52Z 69.9K followers, 17.3K engagements "This information didnt come from a newsletterit came from a memo that was distributed to institutions. Whether its illegal or not depends first on how the memo was obtained and if someone shorted the stock first and then released it to the public that can be a separate issue as well" [X Link](https://x.com/jukan05/status/2019941424398283103) 2026-02-07T01:08Z 68.5K followers, [----] engagements "The fact that something might be released eventually isnt a free passthe real issue is what kind of advantage was created during the non-public window before disclosure. And yes legitimate researchdoing channel checks gathering information on the ground analyzing public datais fair source competition. But that does not include stealing or misappropriating someone elses paid information and trading on it. Especially if someone takes a position first releases it to the public moves the price profits its common sense that the intent and the means create a separate layer of risk isnt it" [X Link](https://x.com/jukan05/status/2019942962206240786) 2026-02-07T01:15Z 68.6K followers, [---] engagements "Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will become the world's first to mass-produce and ship the next-generation High Bandwidth Memory (HBM) HBM4a 'game changer' for artificial intelligence (AI) semiconductors with the world's highest performanceafter the Lunar New Year holiday. This strategy aims to overcome the setbacks with previous-generation products that sparked crisis concerns in its semiconductor business seize the initiative in the next-generation market and solidify" [X Link](https://x.com/jukan05/status/2020285656401080408) 2026-02-07T23:56Z 69.8K followers, 43.4K engagements "Im reflecting on how I had dismissed NAND controller stocks. Im revising my view: these companies could actually benefit more than I expected" [X Link](https://x.com/jukan05/status/2020315678365176319) 2026-02-08T01:56Z 69.9K followers, 98.2K engagements "@goth600 Are there any people whod like to discuss this topic with me My friends always end up talking about games" [X Link](https://x.com/jukan05/status/2020323248140087671) 2026-02-08T02:26Z 68.8K followers, [----] engagements "I thought flights to Japan would get cheaper if fewer Chinese people traveled there but they actually got more expensive. A flight to Shenzhen is about half the price of a flight to Tokyo. Anyway Im planning to visit Shenzhen from March [--] to March 26Ive already booked the flights. Where would you recommend visiting in Shenzhen I mainly want to check out Chinas high-tech scene. https://twitter.com/i/web/status/2020324266458468710 https://twitter.com/i/web/status/2020324266458468710" [X Link](https://x.com/jukan05/status/2020324266458468710) 2026-02-08T02:30Z 69.8K followers, 37.2K engagements "Is it believable that Apple has already broken out of the Others category and climbed to 5th place in the Indian market Unlike Samsung Apple didnt collapse in China and it has successfully established itself in India. At this point it feels like Apple only has upside left in smartphone market share going forward. $AAPL https://twitter.com/i/web/status/2020392242121437265 https://twitter.com/i/web/status/2020392242121437265" [X Link](https://x.com/jukan05/status/2020392242121437265) 2026-02-08T07:00Z 69.8K followers, 27.1K engagements "I would like to express my gratitude to Prime Minister Takaichi" [X Link](https://x.com/jukan05/status/2020654441901481994) 2026-02-09T00:22Z 69.7K followers, 15.3K engagements "Goldman Sachs put out a really excellent report. I especially liked how they laid out with solid modeling the argument that even in an extreme scenario where demand destruction hits smartphones and PCs server demand would absorb the impact. That said what surprised me was that they downgraded Micron with a $235 price target. They basically said a large part of the positives is already priced in which I found quite unexpected. $MU" [X Link](https://x.com/jukan05/status/2020721025047204042) 2026-02-09T04:46Z 68.5K followers, 35.8K engagements "@EdwardDiGi @SorenCookie" [X Link](https://x.com/jukan05/status/2020753847971647854) 2026-02-09T06:57Z 69.1K followers, [---] engagements "Lately Ive been feeling very contradictory. I want to show off the knowledge I have to others but at the same time it really irritates me when people take my knowledge and rework it or redistribute it. Why do I feel this way" [X Link](https://x.com/jukan05/status/2020817932150825186) 2026-02-09T11:11Z 69.8K followers, 32.4K engagements "Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period the initiative in long-term supply agreements (LTAs) is shifting from customers to semiconductor suppliers. In the past smartphone and PC manufacturers seeking stable procurement were the ones to propose long-term contracts first but recently memory chipmakers such as Samsung Electronics and SK hynix have been presenting" [X Link](https://x.com/jukan05/status/2020822218973094226) 2026-02-09T11:28Z 69.8K followers, 44.6K engagements "Apparently memory makers are trying to keep LTAs as short as possible. And even when they do sign LTAs they're locking in contracts with "non-cancellable non-returnable terms and no price negotiation" lol Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period https://t.co/u6f0EYj3Ju Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the" [X Link](https://x.com/jukan05/status/2020822817621909865) 2026-02-09T11:31Z 69.8K followers, 32.1K engagements "SemiAnalysis was right. Microns situation is even more serious" [X Link](https://x.com/jukan05/status/2020851135553360090) 2026-02-09T13:23Z 68.6K followers, 58.1K engagements "@BullishMostly Ive been bullish on Micron since it was at $100 and that hasnt changed" [X Link](https://x.com/jukan05/status/2021130348466499735) 2026-02-10T07:53Z 69.5K followers, [---] engagements "Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK" [X Link](https://x.com/jukan05/status/2021192487289880607) 2026-02-10T12:00Z 69K followers, 131.3K engagements "@blazingbees 70% . . 1/3" [X Link](https://x.com/jukan05/status/2021235297963426019) 2026-02-10T14:50Z 69.4K followers, [----] engagements "@FilterMacro What are you talking about I was bullish on Micron before FundaAI was" [X Link](https://x.com/jukan05/status/2021360920719655162) 2026-02-10T23:09Z 69.6K followers, [----] engagements "@Alex_Intel_ This seems to be referring specifically to Chinas domestic market" [X Link](https://x.com/jukan05/status/2021401767024656712) 2026-02-11T01:51Z 69.5K followers, [----] engagements "@ShanghaoJin" [X Link](https://x.com/jukan05/status/2021481801106252046) 2026-02-11T07:09Z 69.7K followers, [----] engagements "Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump solving the issue of the camera bump appearing protruded. Source: Meritz Securities" [X Link](https://x.com/jukan05/status/1872162977568502064) 2024-12-26T06:10Z 69.9K followers, 57.9K engagements "Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters Analysis by Mirae Asset Securities Korea Does this imply that cutting-edge LLM development no longer needs large-scale GPU clusters Were the massive computing investments by Google OpenAI Meta and xAI ultimately futile The prevailing consensus among AI developers is that this is not the case. However it is clear that there is still much to be gained through data and algorithms and many new optimization methods are expected to emerge in the future. Since DeepSeeks V3 model was" [X Link](https://x.com/jukan05/status/1883304958432624881) 2025-01-26T00:04Z 69.9K followers, 756K engagements "Just in: OpenAI secures evidence that DeepSeek used its proprietary model for training The Financial Times reports that DeepSeek used OpenAIs proprietary model to train its own open-source competitor. OpenAI stated that it has obtained evidence that DeepSeek employed distillation a technique that typically leverages the outputs of larger models to enhance the performance of smaller ones. This allowed DeepSeek to achieve similar results in certain tasks at a lower cost. According to OpenAIs Terms of Service Users may not copy the service or use its outputs to develop models that compete with" [X Link](https://x.com/jukan05/status/1884493419801891113) 2025-01-29T06:46Z 69.9K followers, 266.6K engagements "Morgan Stanleys analysis is the best in the industry. Its data you wont find anywhere else" [X Link](https://x.com/jukan05/status/1888196601967198545) 2025-02-08T12:02Z 69.9K followers, 144.9K engagements "Morgan Stanley: Despite ASICs Nvidia will continue to maintain a dominant market share. The ASIC category is neither superior nor inferior to commercial GPUsit is simply another means to achieve the same result. Over the past six months momentum in the AI sector has clearly shifted toward custom silicon. Nvidia has remained stagnant while AMD has performed sharply poorly. Nvidias $3 trillion market capitalization is supported by over $32 billion in quarterly AI revenue whereas AVGOs $1.1 trillion market cap is based on $3.2 billion in quarterly revenue. Clearly the market has judged that the" [X Link](https://x.com/jukan05/status/1890347962804625866) 2025-02-14T10:30Z 69.9K followers, 120.8K engagements "If this is real Ill be bowing to Beijing every day. The interferometer is looking good https://t.co/eDtJq123Iv The interferometer is looking good https://t.co/eDtJq123Iv" [X Link](https://x.com/jukan05/status/1898016475744698444) 2025-03-07T14:22Z 69.9K followers, 118.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jukan05 Jukan
No specific information about "Jukan" was found in the provided tweets. However, the conversation seems to be about the tech industry, with topics such as AI, semiconductor companies, and memory technology. Key players mentioned include Samsung, SK Hynix, NVIDIA, and AMD, discussing their latest developments and market trends.
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Social Influence
Social category influence technology brands #5587 stocks #969 finance 15.28% countries 11.39% currencies #1672 financial services #1708 automotive brands 1.94% travel destinations 1.11% celebrities 1.11% fashion brands #3550
Social topic influence ai #2454, samsung #582, open ai #1487, $googl #1131, china #4082, dram #19, in the 5.28%, investment #4340, target #1203, business 4.17%
Top accounts mentioned or mentioned by @grok @alex_intel_ @treasureh8nter @analysisop @hamsarris6 @k2kcr2isle93343 @tshirtnjeans2 @jp_money_95630 @aleabitoreddit @thomasl03031809 @superhoogie @zephyrz9 @tbu12345678 @bullishmostly @markosaaig @bigbrain99999 @hopehope_g_hope @racetrack275 @majorocelot45 @firstadopter
Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Microsoft Corp. (MSFT) Intel Corporation (INTC) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Goldman Sachs (GS) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Sandisk Corporation (SNDK) Tesla, Inc. (TSLA) Apple, Inc. (AAPL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Morgan Stanleys View on the DeepSeek Shock [--]. Semiconductors While DeepSeeks success is unlikely to alter semiconductor investment plans significantly there are several factors to consider. Feedback from various industry sources consistently indicates that GPU deployment plans remain unaffected. DeepSeeks technology is impressive but major CSPs have not neglected to invest in such technologies. In fact much of what we consider groundbreakingsuch as training with FP8 multi-token prediction MLA custom PTX code and GRPO reinforcement learning frameworkseither originated with DeepSeek v-2 and"
X Link 2025-01-28T07:20Z 69.8K followers, 95.2K engagements
"DIGITIMES: Three proposals the United States has presented to TSMC. [--]. TSMC would build an advanced packaging facility in the US offering integrated services from wafer manufacturing to backend processing locally. [--]. Under a joint venture (JV) proposed by the US government TSMC along with several major companies would invest in Intels standalone foundry business and facilitate a technology transfer from TSMC. [--]. Intel would assume future packaging contracts from US customers that TSMC has secured leveraging Intels advanced packaging capabilities. Regarding the first proposal TSMC has"
X Link 2025-02-13T02:03Z 69.8K followers, 296.6K engagements
"Its hard to believe SMICs 5nm is still under development so everyone knows about that but Hua Hongs 7nm This is the first Im hearing about it"
X Link 2025-03-05T14:16Z 68.7K followers, 47.4K engagements
"The DeepSeek ASIC is coming Haha this is really exciting. Ill gather a bit more information and share it later. What I know for now is which company won the order"
X Link 2025-03-24T03:55Z 69.8K followers, 113.8K engagements
"Japans Ibiden forecasted that the AI server market will continue to grow steadily through 2030"
X Link 2025-05-09T01:43Z 68.7K followers, [----] engagements
"🚨NVIDIA RAISES GPU PRICES BY 1520%"
X Link 2025-05-11T22:19Z 69.7K followers, 188.5K engagements
"Rumor: SMIC's N+2 yield is 50%. https://money.udn.com/money/story/5603/8771038from=edn_search_result https://money.udn.com/money/story/5603/8771038from=edn_search_result"
X Link 2025-05-29T00:43Z 69.7K followers, 68.5K engagements
"According to Taiwanese media internal sources at Huawei revealed that the company has already begun developing 3nm chips adopting GAA (Gate-All-Around) architecture and two-dimensional materials with a target tape-out date set for [----]. At the same time a carbon-based 3nm chip using carbon nanotubes has completed laboratory validation and is currently undergoing production line compatibility testing at SMIC. Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I Rumor: SMIC's N+2 yield is 50%. https://t.co/eQpbN6pH8I"
X Link 2025-05-29T00:46Z 69.8K followers, 112.2K engagements
"- AWS collaborates with Alchip for Inferentia [--] and Trainium [--] chips. - Microsoft (MSFT) partners with GUC for its Maia v2 and Maia v3 inference chips. - Google works with GUC for its server CPUs and with MediaTek (MTK) for TPU v7e and TPU v8e. - Meta collaborates with Andes on MTIA [--] and MTIA [--]. https://twitter.com/i/web/status/1929045716590276986 https://twitter.com/i/web/status/1929045716590276986"
X Link 2025-06-01T05:21Z 69.2K followers, 26.1K engagements
"Apple Product Timeline by Jeff Pu GF Securities Hong Kong"
X Link 2025-06-15T08:20Z 68.8K followers, 29.7K engagements
"AIchip: Expected to Exclusively Supply Trainium3 and Likely to Secure Trainium4 Significant Growth Potential in [----] Morgan Stanley (C. Chan 25/07/02) Morgan Stanley indicates that Alchip may have become the exclusive supplier for AWS Trainium3 and has a high probability of securing the Trainium4 project. Considering its smooth progression to 3nm and potential 2nm project roadmap the company's CoWoS capacity is expected to significantly ramp up in [----] driving accelerated revenue growth. Trainium3 Expected to be Exclusively Contracted by Alchip Mass Production to Begin in [----] According to"
X Link 2025-07-03T22:42Z 69.2K followers, 21.4K engagements
"CoWoP: A major US firm's Taiwan and Japan teams jointly believe that Nvidia's Rubin Ultra will not adopt CoWoP. Research from Japan's Ibiden indicates that the ABF substrate for Rubin Ultra is significantly larger and has more layers than that of the standard Rubin. It would be very difficult to further shrink the Line/Space (L/S) of a PCB from 20/35 microns down to below 10/10 microns. This is because for CoWoP technology to be adopted the PCB's Line/Space (L/S) needs to be reduced to less than 10/10 microns to match the level of current ABF substrates. The average L/S for current HDI boards"
X Link 2025-07-30T00:18Z 68.7K followers, [----] engagements
"According to a discussion with a business representative from a certain company among CSP operators Amazondriven by the goals of strengthening cooperation with TSMC and reducing costsplans to take back most of the wafer orders for the TR2.5 and TR3 projects that were previously commissioned through ASIC vendors Marvell and Alchip and place them directly with TSMC via its own subsidiary Annapurna. As a result in [----] the value of its self-placed orders is expected to reach USD [--] billion. $MRVL"
X Link 2025-08-14T04:11Z 69.3K followers, 42.6K engagements
"Morgan Stanley: AI inference is an incredibly profitable business. In its newly released report the firm used a detailed financial model to calculate for the first time from an economic perspective the profitability of global AI compute competition. The conclusion is that standardized AI inference factories regardless of which big tech companys chips they use generally enjoy an average profit margin exceeding 50%. Among them NVIDIAs GB200 ranked first with an astonishing profit margin of about 78%. Google and Huaweis chips were also assessed as guaranteed profit businesses. However AMD which"
X Link 2025-08-16T08:34Z 69.7K followers, 181.2K engagements
"Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. Scoop: Behind Beijings sudden change of mind re H20 *Lutnicks speech seen insulting by top leaders *CAC NDRC pushed to ban H20 *Guidances remain informal *Ban on all foreign chips for inference considered but unlikely before enough domestic supply https://t.co/enRuw7HZ2A https://t.co/kX399gv2rm Scoop: Behind Beijings sudden change of mind re H20 *Lutnicks speech seen insulting by top leaders *CAC"
X Link 2025-08-21T01:03Z 69.8K followers, 91.1K engagements
"CHINA PUSHES FOR A TOTAL BAN ON THE USE OF FOREIGN CHIPS FOR INFERENCE Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W Very interesting After Lutnicks speech about addicting China to Nvidia the Chinese government took it as an insult and reportedly urged Chinese companies to adopt domestic chips to replace Nvidia. https://t.co/fMHyV7593W"
X Link 2025-08-21T01:06Z 69.7K followers, 80.9K engagements
"This is absolutely insane Not only will one of Huaweis dedicated AI chip factories start production as early as the end of this year but SMIC is also going to double its 7nm production capacity next year. Domestic output wont be an issue for long especially with all the capacity coming online next year said one Chinese chipmaker executive. Scoop: China seeks to triple output of AI chips in boost to DeepSeek ambitions *New capacity: [--] plants for Huawei + SMIC doubling (now 30K WPM) *Cambricon [---] & Huawei 910D to natively support UE8M0 FP8 *Unprecedented alignment to build own AI ecosystem"
X Link 2025-08-27T10:01Z 69.8K followers, 83.3K engagements
"Hong Kong GF Securities Jeff Pu: We believe that AVGO has revised up [----] CoWoS guidance in TSMC to 180k for now mainly driven by better demand f TPU. We believe that beyond internal use we expect TPU to be sold extern for customers such as XAI Meta etc $AVGO https://twitter.com/i/web/status/1960976697718976938 https://twitter.com/i/web/status/1960976697718976938"
X Link 2025-08-28T08:04Z 68.8K followers, 58.4K engagements
"Here is CLSAs outlook on TSMCs CoWoS allocation by company. AMDs growth looks far too sluggish in this projection. Also AlChip seems to be growing rapidly"
X Link 2025-09-04T08:58Z 69.8K followers, [----] engagements
"From Korean local securities firms: [--------] Big Tech ASIC partners - Google TPU v8e MTK - Meta MITA V4 MTK - AWS Tr3 AlChip - AWS Tr3 Lite MRVL - MSFT Maia300 MRVL * Exclude the parts everyone already knows. Its interesting that MITA V4 was won by MTK. H/T @ValleyAI_X https://twitter.com/i/web/status/1966102268404707368 https://twitter.com/i/web/status/1966102268404707368"
X Link 2025-09-11T11:31Z 69.7K followers, 21.8K engagements
"OPENAI AND NVIDIA ANNOUNCE MULTI-BILLION DOLLAR UK DATA CENTER PROJECT"
X Link 2025-09-12T00:13Z 69.7K followers, 70.8K engagements
"http://x.com/i/article/1966790745823866880 http://x.com/i/article/1966790745823866880"
X Link 2025-09-13T09:16Z 68.6K followers, 20.2K engagements
"Huaweis Rotating Chairman Xu Zhijun Announces: The Worlds Most Powerful Super Node Will Be Released in Q4 This Year On September [--] at the Huawei Connect [----] event Huaweis rotating chairman Xu Zhijun emphasized that the essence of artificial intelligence (AI) in the past present and future is computing power which is particularly critical for the advancement of AI in China. He also unveiled several Ascend () series chips and their development roadmap including the Ascend [---] [---] and [---] series. Key Takeaways [--]. Low-Cost HBM and Computing Power Advancement Huawei has independently developed"
X Link 2025-09-18T04:15Z 69.8K followers, 124.4K engagements
"Samsung Galaxy S26 Ultra to Feature New M14 and COE Technologies: Brighter and Thinner The display of Samsungs upcoming Galaxy S26 Ultra set for release early next year is expected to become brighter and thinner. Samsung is planning to equip the S26 Ultra with OLED technology that incorporates advanced new materials and display innovations. According to industry sources on the 21st Samsung Electronics and Samsung Display have decided to introduce both the new material set M14 and the polarizer-eliminating technology COE to the OLED panel of the Galaxy S26 Ultra. In OLED performance factors"
X Link 2025-09-21T06:04Z 69.7K followers, 165.9K engagements
"- JPM seems to think MediaTek has been eliminated from the TPU project. - AMDs growth looks way too small - AWS may already reach AMDs scale next year. - Marvell no wafer allocation for Trn3 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1 Latest CoWoS allocation until [----]. Source: JPM $tsm $nvda $avgo https://t.co/67Ki75a9F1"
X Link 2025-09-22T02:08Z 69.7K followers, 60K engagements
"Alchip (3661) Trn3 Has No Delay; 2026/27 Earnings to Beat Market Expectations [--]. [----] Trn3 Volume Above Expectations Estimated at about [--] million units especially with demand projections boosted following the release of Sonnet [---] for inference applications. Contrary to market rumors there has been no delay: Trn3-1 taped out in Q1 [----] and will enter mass production in Q1 2026; Trn3-2 taped out in Q3 [----] and will enter mass production in Q2 [----]. [--]. Capacity Planning With Annapurna Management recently returned from the U.S. after discussions with customers about capacity planning. It is"
X Link 2025-10-02T06:46Z 69.7K followers, 24.2K engagements
"The CEO of Phison Electronics Taiwans largest NAND controller company stated in a media interview that NAND will suffer from supply shortages for the next [--] years. https://twitter.com/i/web/status/1973718462003622297 https://twitter.com/i/web/status/1973718462003622297"
X Link 2025-10-02T11:55Z 69K followers, 42.4K engagements
"Citi: We estimate that due to AI computing demand an additional [--] GW of power capacity will be required globally by [----] leading to $1.4 trillion of incremental AI computing expenditure in the United States"
X Link 2025-10-03T11:41Z 69.8K followers, 140.1K engagements
"Ibiden President: The strong demand for substrates for generative AI will continue for the next few years. AI [--] Ibiden expects robust demand for substrates used in generative AI servers to persist for the foreseeable future. Demand for PC and general-purpose server applications is showing signs of recovery but the pace remains gradual with occasional fluctuations. The business environment will likely remain challenging throughout this year though the company anticipates conditions will improve somewhat next year. The Ono Plant scheduled to begin operations in October will handle production of"
X Link 2025-10-06T04:41Z 68.7K followers, [----] engagements
"OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. WTF $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips https://t.co/zDcT1wNdDl $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers"
X Link 2025-10-06T10:58Z 69.7K followers, 151.5K engagements
"AMD Supply Chain Notes [--]. Wafer Manufacturing (Foundry) AMDs core partner is TSMC responsible for advanced 5nm 4nm and 3nm process nodes used in Ryzen (Zen 4) EPYC (Genoa/Bergamo) Radeon RX [----] series GPUs and Instinct MI300 series accelerators (including CoWoS-S packaging for MI300X). Additionally TSMCs Arizona fab manufactures Ryzen [----] series (4nm) and MI300 (5nm) chips to improve production efficiency and diversify geographic risk. [--]. Packaging and Testing (OSAT) AMD collaborates with multiple outsourced semiconductor assembly and test (OSAT) providers: ASE: The primary partner"
X Link 2025-10-07T06:45Z 69.8K followers, 63.9K engagements
"BofA: Why is global capital pouring into the data center industry [--]. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $2 million for land acquisition and power connection. The cost of the powered shell including construction electrical/mechanical systems and cooling infrastructure is around $11 million. In total the capital expenditure per MW amounts to roughly $13 million. [--]. Revenue and Profitability: Each MW can generate $23 million in annual rental income. After deducting operating costs including electricity (average U.S. industrial rate of $0.08 per kWh)"
X Link 2025-10-08T07:49Z 69.8K followers, 92.3K engagements
"BofA: Why Must Most of the Worlds Data Centers Be Upgraded or Rebuilt In AI training clusters network latency is a critical performance bottleneck. To minimize data transfer delays between GPUs engineers have designed systems that pack as many GPUs as possible into a single server rack allowing them to communicate through high-speed internal interconnects such as NVLink. The inevitable result of this architectural optimization is an explosive rise in rack power density. Back in [----] the average rack power density in data centers was below [--] kilowatts (kW). Today a standard NVIDIA Hopper"
X Link 2025-10-08T08:05Z 69.8K followers, 70.9K engagements
"Each humanoid robot requires [---] kg of rare-earth metals comparable to that of an electric vehicle including [--] rotary and linear actuators for joints and [--] actuators for the hands. The humanoid robot revolution could trigger $800 billion worth of demand for key rare-earth minerals yet the United States relies on China for 70% of its magnet imports and it takes [----] years to develop a new mineleaving the U.S. with virtually no short-term options. The industrial revolution cannot escape humanoid robots robots cannot escape rare earths and rare earths cannot escape China"
X Link 2025-10-11T06:08Z 69.8K followers, 122.2K engagements
"FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has hired former Nvidia specialists. These world models are considered a more advanced form of AI than the large language models (LLMs) trained primarily on text data and are expected to surpass the limitations of popular AI tools such as ChatGPT and xAIs own Grok. According to FTs sources xAI plans to apply world models first in the gaming sector. The models could be used to automatically generate"
X Link 2025-10-12T12:04Z 69.8K followers, 772.3K engagements
"Goldman Sachs: Many companies have experienced an average productivity improvement of 2530% after adopting AI"
X Link 2025-10-16T23:46Z 69.7K followers, 274.7K engagements
"Samsung Electronics (005930.KS) Regaining Market Position with OP Upside from AI Inference Memory Demand CITIs View Citi raises its [----] operating profit (OP) estimate for Samsung Electronics to [----] trillion. This revision reflects expectations that following the aggressive AI investments by U.S. hyperscalers Chinese hyperscalers will also accelerate their AI inference infrastructure build-out. In addition the rapid surge in tokenized data generated by AI agents is expected to deepen the shortage of commodity memory. Given Samsungs solid market position in server DDR5 GDDR7 and eSSD the"
X Link 2025-10-20T23:52Z 69.8K followers, [----] engagements
"@superhoogie There are a lot of rumors that local Taiwanese fiberglass companies might enter Nitto Bosekis (Nittobos) territory. What do you think"
X Link 2025-10-24T04:08Z 69.2K followers, [---] engagements
"Korean semiconductor equipment startup breaks Carl Zeisss monopoly supplies EUV inspection equipment to Japanese photomask company A South Korean semiconductor equipment startup has supplied hundreds of billions of won worth of ultra-precise extreme ultraviolet (EUV) mask inspection equipment to a Japanese company. Until now Koreas semiconductor equipment industry has mainly targeted the mid- to low-end product market. Industry experts say that the fact that Korean technology has now reached the level of EUV mask inspection equipmentpreviously dominated by Germanys Carl Zeissmarks a"
X Link 2025-10-31T00:40Z 69.8K followers, 59.5K engagements
"NVIDIA CEO: Samsung manufactures all of NVIDIAs robot processors"
X Link 2025-10-31T08:40Z 69.7K followers, 211.9K engagements
"LMAO Microns HBM4 delayed to [----] due to redesign. $MU"
X Link 2025-11-03T10:56Z 69.7K followers, 205.8K engagements
"GF Securities appears to be incorrect. According to sources familiar with the matter the report that Microns HBM4 mass production has been delayed to [----] is not true. The company is still targeting mass production in the second half of [----] although low yield rates remain a bottleneck. However this issue does not imply a delay to [----]. I apologize for any confusion caused. LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7 LMAO Microns HBM4 delayed to [----] due to redesign. $MU https://t.co/ZztYk9QiA7"
X Link 2025-11-04T02:19Z 68.8K followers, 48.6K engagements
"Goldman Sachs: China has already dominated the robot supply chain: gearing up for mass production in the second half of [----] securing annual production capacity of [-------------] units According to a recent survey by Goldman Sachs of major Chinese robot component makers such as Sanhua () the industry views the second half of [----] as the time when large-scale mass production of humanoid robots will begin in earnest. This is presented as a key benchmark for gauging investment timing across the robot industry value chain. [--]. A clear timeline: It expects the inflection point for large-scale mass"
X Link 2025-11-09T10:43Z 69.8K followers, 72.2K engagements
"If you got any insights from my tweet please leave at least a quick thank you in a reply. Im doing this for free so its a bit disappointing to see only the bookmarks going up"
X Link 2025-11-11T02:09Z 69.8K followers, 59.2K engagements
"3443 GUC (Global Unichip): U.S. brokers raise target price again A major U.S. investment bank has once again raised its target price revising up EPS forecasts to $44.6 / $66.7 for the next two years and applying a 57x PE multiple for next year. According to channel checks GUC is likely to participate in the design service of Teslas 3nm AI5 chip with revenue contributions expected to begin around late [----]. The project is estimated to contribute around $700800 million in revenue in [----]. In addition GUC is assisting AWS in developing an AI inference chip for smart speakers with revenue"
X Link 2025-11-12T00:16Z 68.9K followers, 10.2K engagements
"SK hynix to Begin HBM4 Equipment Orders This MonthInvestment Committee Meeting Imminent SK hynix will begin placing equipment orders for its next-generation HBM4 12-layer products as early as this month. The company initially planned to hold its Investment Review Committee (IRC) meeting in October but the schedule was slightly delayed due to holidays and personnel changes. Considering the construction timeline of the M15X fab equipment deliveries are expected to begin sequentially early next year. Although there had been some friction during recent price negotiations SK hynix has finalized"
X Link 2025-11-12T02:37Z 69.7K followers, 93.4K engagements
"Nvidia tightens grip on Vera Rubin cooling supply chain squeezing margins Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory. The company plans to directly select and manage suppliers for cold plates a critical liquid-cooling component according to sources familiar with the matter. Four companies are expected to be approved for the program including Cooler Master Asia Vital Components (AVC) Auras"
X Link 2025-11-17T04:16Z 69.7K followers, 80.3K engagements
"Samsung Electronics Samsung Electro-Mechanics Ibiden and Shinko Denki pushing ahead with cooperation on glass substrates commercialization under careful consideration It has been learned that Samsung Electronics is in discussions on cooperation in the next-generation technology of semiconductor glass substrates with two Japanese substrate companies including its key affiliate Samsung Electro-Mechanics. However the cooperation among these companies is still at an early stage and it has not yet reached the point of evaluating formal samples. The analysis is that more time is needed to produce"
X Link 2025-11-17T06:43Z 68.8K followers, 47.4K engagements
"Doosan semiconductor materials [--] trillion won in Nvidia sales locked in EMC fails GB300 qualification Doosans Electronic Business Group (BG) which has been enjoying the AI semiconductor boom thanks to its high-quality copper-clad laminates (CCL) is expected to generate more than [--] trillion won in sales from Nvidia alone next year. This is because Taiwanese EMC a competitor and the worlds No. [--] CCL maker recently failed to clear Nvidias quality verification for the Blackwell GB300 raising the possibility that Doosan could become the sole supplier of CCL for Rubin Nvidias next-generation AI"
X Link 2025-11-19T09:31Z 69.8K followers, 56.3K engagements
"U.S. tightens reins on semiconductor sanctions against China CXMTs production capacity in [----] expected to increase only around 10% compared with [----] As the United States tightens controls on exports of advanced semiconductor equipment to China there is analysis that the expansion of capital expenditure by Chinese semiconductor companies such as ChangXin Memory Technologies (CXMT) will be constrained. Although the Chinese government anticipating U.S. export controls is going all out to localize semiconductor equipment the prevailing view is that new capacity additions will be limited due to"
X Link 2025-11-21T08:18Z 69.4K followers, 45.1K engagements
"Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by [----] with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier challenging Nvidia's dominance and securing the second spot in the AI accelerator market. Shifting market dynamics Industry experts analyze that if confirmed this development will shift the AI computing power market shares presenting"
X Link 2025-11-28T05:16Z 69.4K followers, 29.6K engagements
"GFHK) Intel-related update (18A yield 14A external customer wins and EMIB developments) More to come raise TP to $54: On Nov [--] Intel share price was up 10% owing to news of order win for Apples M-series in [----]. Weve highlighted the potential order win of M-series in our earlier Intel report (Belief in the Story Takes Hold on Oct 24) and indeed the progress is earlier than expected. We expect more to come and now expect the upcoming win in Apple (AAPL Buy) non-pro smartphone SoC based on Intel 14A for 2028; coupled with the likely engagement with Nvidia (NVDA Buy) and AMD (Buy)s server SKUs"
X Link 2025-12-02T04:12Z 68.9K followers, 101.5K engagements
"Ill be opening an Ask Me Anything for the next hour. As long as its not related to any NDAs Ill answer as much as I can"
X Link 2025-12-07T11:54Z 69.6K followers, 35K engagements
"@hippo407 Its difficult for me to comment on anything related to AlChip and AWS. I do think MediaTek could win some projects"
X Link 2025-12-07T12:24Z 69.1K followers, [----] engagements
"A few days ago at work someone asked me what everyone is ignoring right now but will end up realizing is important next year. Without even thinking I immediately answered: Samsung Foundry. Heres why. First not only TSMCs back-end (i.e. CoWoS) but also its front-end is becoming a severe bottleneck. In other words a scenario where CoWoS is simply substituted with Intel packagingi.e. front-end at TSMC and back-end at Intelis for now very difficult to execute. The front-end itself is the bottleneck so there simply arent enough chips to package on Intels EMIB in the first place. So I recently did"
X Link 2025-12-12T09:28Z 69.7K followers, 44.2K engagements
"Reuters: China has proposed a plan to require the mandatory purchase of a certain proportion of domestically produced Chinese chips when buying H200"
X Link 2025-12-15T14:19Z 68.9K followers, 93.5K engagements
"GF Securities Overseas Electronics & Telecom ☄ Micron FY1Q26 Earnings Review: DRAM Remains Strong ☀ Maintain Buy rating; raise target price to US$323: Micron reported strong FY1Q26 results with revenue of US$13.6bn and EPS of US$4.78. FY2Q26 guidance far exceeded expectations with revenue midpoint of US$18.7bn and EPS midpoint of US$8.42 (vs. recent buy-side expectations of US$6.5 and our prior forecast of US$7.34). We see Microns gross margin on a clear upward trend: 57% in FY1Q26 expected to exceed 68% in FY2Q. We remain bullish on the long-term AI-driven upcycle in DRAM. Microns HBM4"
X Link 2025-12-18T06:19Z 68.8K followers, [----] engagements
"My Picks for the Biggest Nonsense Takes of [----] [--]. OpenAI is buying up all the memory worldwide causing memory prices to skyrocket. [--]. Every bearish report Shawn Kim wrotelike the one claiming HBM wont be able to keep DRAM supply tight. [--]. Big Tech is inflating the depreciation lives of their GPUs. https://twitter.com/i/web/status/2002531561368137963 https://twitter.com/i/web/status/2002531561368137963"
X Link 2025-12-21T00:08Z 69.7K followers, 24.5K engagements
"I think Samsung Electro-Mechanics is still undervalued. A lot of people still see it as just an MLCC company but in reality it supplies FC-BGA substrates to most ASIC players outside of NVIDIA. I believe Samsung Electro-Mechanics will deliver explosive growth next year"
X Link 2025-12-28T06:08Z 69.5K followers, 116.3K engagements
"@zephyr_z9 Google Translate translates Ibiden as Biden"
X Link 2025-12-28T09:32Z 68.9K followers, [----] engagements
"@markankcorn The 80% next to Ibiden means that Ibiden accounts for 80% of Nvidias share not that Ibiden has 80% of the entire FC-BGA market"
X Link 2025-12-28T14:09Z 68.9K followers, [---] engagements
"Innolux Wins RF Chip Component Packaging Order from SpaceX Innolux: Forecasts improved performance in [----] driven by a simultaneous rise in prices and volume in the display industry. Notably the company is achieving results in its transition to FOPLP and is reported to have won an order for RF chip component packaging from SpaceX. Currently related production capacity is running at full utilization and shipment volumes are being expanded on a quarterly basis. RF chips are key components that seamlessly connect data and computing capabilities between space and Earth playing a decisive role in"
X Link 2025-12-28T23:43Z 69.8K followers, 24.1K engagements
"Is it true that Rubins CCL material grade is being downgraded Taiwanese CCL stocks are getting hit pretty hard today"
X Link 2026-01-07T03:18Z 68.7K followers, 17.1K engagements
"Doosans stock in Korea isnt doing well either"
X Link 2026-01-07T03:19Z 68.7K followers, [----] engagements
"Amid growing demand for AI servers which is exacerbating the structural supply shortage of NAND flash Taiwanese media reported that Phison Electronics has successfully entered the supply chain for NVIDIA's next-generation AI platform. According to sources cited by Taiwanese media at the CES [----] exhibition Phison's storage module was confirmed to be included in the switch tray system configuration of NVIDIA's next-generation Rubin NVL72. This indicates that Phison's SSD and storage solutions have penetrated the core system level of next-generation AI servers. Additionally it is known that"
X Link 2026-01-09T04:37Z 69K followers, 13.6K engagements
"GF Securities Overseas Electronics Communication ☄ NVIDIA (NVDA US Buy): Upside Potential from H200 Followed by a Leap with Vera Rubin Report Uploaded ☀ Reiterate Buy Rating Raise Target Price to $286: NVIDIAs stock has declined 11% from its November peak last year driven primarily by concerns over Google competition OpenAI models and financing and fears of an AI bubble. However recent investor feedback indicates signs of reversal in the prior long Google TPU short OpenAI/NVIDIA pair trade. We recommend continuing to stay long NVIDIA with key drivers being strong H200 demand and an unchanged"
X Link 2026-01-12T02:41Z 68.7K followers, 70.3K engagements
"GF Overseas Electronics Communication Zhen Ding First Coverage: Undervalued Giant Embraces AI and CoWoP Opportunities Initiating coverage on Zhen Ding with a Buy rating and target price of NT$227: We believe Zhen Dings core Apple business will benefit from higher market share in foldable devices and stable iPhone volume growth. More importantly we are bullish on Zhen Dings AI potential with expected share gains across multiple AI platforms. Additionally NVIDIAs CoWoP may launch earlier than expected and with its mSAP+HDI capabilities Zhen Ding is positioned to be one of the leading"
X Link 2026-01-13T04:23Z 69.8K followers, 99.5K engagements
"Nvidia and Broadcom have repeatedly asked TSMC over the past few months to expand capacity to support production of their GPUs and TPUs but TSMC has responded that it cannot provide as much capacity as either company is requesting. (The Information)"
X Link 2026-01-15T03:08Z 69.7K followers, 72.8K engagements
"UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. VAT) and duration till the end of 1Q26E. Given the size of order we believe this may have been for c.3 units of HBM4 TCB tools. Based on our channel checks and industry conversations we believe competitor Hanwha Semitech may have also secured TCB tool orders of equivalent scale or c.3 units for HBM4 12Hi suggesting a 50/50"
X Link 2026-01-16T06:11Z 68.8K followers, 35.2K engagements
"Sell Hanmi Semiconductor UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex. UBS: regarding HBM4 TCB bonding equipment Hanmi Hanwha may have both secured HBM4 TCB tool orders from SK Hynix Pre-market yesterday Hanmi disclosed having received HBM thermo-compression bonding (TCB) tool orders from SK Hynix (link) for a contract amount of Won9.7bn (ex"
X Link 2026-01-16T06:15Z 68.8K followers, 35.6K engagements
"Someone asked me Jukan what is the best robotic supply chain play in your opinion So I tried to think it through and come to my own conclusion. Id pick TSMC and the memory names. I think most robot components can ultimately be produced in-house. People love to talk about reducers having a huge technological moat but when I ask people in the industry the answer to is it really that hard to make is usually no its not that impossible. In the end components other than the robots brain meaning the logic chip and the memory chip paired with it will have to compete head-on with Chinese companies."
X Link 2026-01-16T11:42Z 69K followers, 62K engagements
"Commenting on $INTC Intels [----] capex was originally expected to decline vs. [----]. However note that Intel has revised this plan to keep capex roughly flat or only slightly down. Intel Foundry (IFS) investments are set to be front-loaded in 1H with a greater allocation toward equipment purchases. This suggests Intel is becoming more confident in its ability to secure foundry customers. Long Semicap. https://twitter.com/i/web/status/2014529638970937859 https://twitter.com/i/web/status/2014529638970937859"
X Link 2026-01-23T02:44Z 68.8K followers, 51.5K engagements
"GF Overseas Electronics & Communications Celestica (CLS US Hold): TPU and Network Upside Potential Offsets ODM Share Rebalancing Maintain Hold Rating and Target Price of [---] USD: We expect Google's TPU server supply chain to further expand in [----] with Hon Hai starting L10/L11 production in 1Q26 and potentially capturing a higher-than-expected share. Celestica remains a key supplier for Google's TPU L6 and rack-level solutions. Meanwhile CLS's communications segment benefits from accelerating network demand including continued growth in 800G and the ramp-up of 1.6T in [----] which will support"
X Link 2026-01-23T05:33Z 68.8K followers, 19.3K engagements
"This article is an English translation of a piece originally written in Korean by Haeryeong Kang of The Korea Economic Daily. Link There was one mysterious memory platform that Jensen Huang CEO of Nvidia announced at 'CES 2026.' 'Inference Context Memory Platform.' Inference context memory platform Today in Tech & the City we'll take a close look at what this is. Key Keyword: KV Cache Toward the end of his NVIDIA Live speech in Las Vegas on the 5th (local time) CEO Jensen Huang began talking about a memory platform. Naturally our ears pricked up. Is this the second coming of HBM (High"
X Link 2026-01-24T08:44Z 69.8K followers, 87.6K engagements
"One of the best things about using X is that you can get insights from semiconductor industry professionals for free. I enjoyed reading it. https://t.co/EdqTt0ZdGW https://t.co/EdqTt0ZdGW"
X Link 2026-01-24T09:44Z 68.3K followers, 244.9K engagements
"Recently theres been a lot of talk about copper on X so Ive been reading sell-side reportsand Ive found a lot of interesting points. One of them is that while China accounts for more than half of global copper demand it can only meet about 8% of that demand through domestic supply. https://twitter.com/i/web/status/2015075896152207845 https://twitter.com/i/web/status/2015075896152207845"
X Link 2026-01-24T14:55Z 69.8K followers, 127.6K engagements
"Samsung Raises NAND Prices by 100% in Q1. "Supply Can't Keep Up with Demand" Samsung Electronics has raised the price of NAND flash memory by more than double in the first quarter. This is due to a surge in demand for NAND-based storage devices driven by the proliferation of artificial intelligence (AI) while supply has not increased significantly. The memory shortage and price hike trend are expected to continue for some time. According to industry sources on the 25th Samsung Electronics increased the supply price of NAND flash by more than 100% in the first quarter of this year. It is"
X Link 2026-01-25T00:58Z 68.7K followers, 200.7K engagements
"This is truly an excellent report. I was so absorbed in reading it that I didnt even notice an hour had passed. What surprised me most was that JPM views Kioxia as having a larger eSSD exposure than SanDisk and even named Kioxia as its top pick. I had assumed SanDisks eSSD exposure would be much higher than Kioxias"
X Link 2026-01-25T13:16Z 69.8K followers, 247.3K engagements
"GF Securities Overseas Electronics Communication ☄ Intel (INTC US Buy): Pullback is a Buying Opportunity ☀ Maintain Buy Rating Raise Target Price to $60: Intel's stock price has risen 38% year-to-date benefiting from the release of Panther Lake at CES and strong momentum in server CPUs. Therefore given the high expectations driven by multiple sell-side upgrades Intel's weak 1Q26 guidance triggered a 12% after-hours stock drop. However we remain bullish on the stock and recommend investors accumulate positions during the pullback considering positive progress in its foundry business: 1) Steady"
X Link 2026-01-26T03:05Z 68.8K followers, 62K engagements
"JPM TPU Commentary: Strengthening AI ASIC Outlook for FY2026-2027 Broadcoms outlook for its AI ASIC business in fiscal years [----] and [----] is strengthening driven by deepened collaboration with its largest AI customer Google. Broadcom maintains a technical lead of over [--] months compared to Google's internal COT (Customer Owned Tooling) program. This gap is becoming even more entrenched as the complexity of chip design and packaging intensifies. To support AI workloads for external clients such as Anthropic OpenAI and Apple Google is expanding its TPU deployment with plans to ship [--] to 7"
X Link 2026-01-26T06:36Z 68.4K followers, 32.7K engagements
"Samsung Foundry Eyeing 'Turnaround to Profit' Next Year Amid Potential Orders from Qualcomm and AMD for Tesla Chips Samsung Electronics' Foundry Division long considered the "troubled child" of the Device Solutions (DS) department is projected to swing back into the black next year. This optimistic outlook is fueled by the mass production of Tesla's next-generation AI chips and the increasing likelihood of securing orders from global tech giants such as Qualcomm and AMD. As yields for advanced processes below 3nm stabilize and the Taylor Texas fab nears operation Samsung is aggressively"
X Link 2026-01-26T12:47Z 68.4K followers, 52.6K engagements
"This is the first piece Ive written with the team since joining Citrini. I worked incredibly hard on it and Im confident its more substantive than anything youll find from any other house. https://www.citriniresearch.com/p/semis-memo-muscle-memory https://www.citriniresearch.com/p/semis-memo-muscle-memory"
X Link 2026-01-26T14:27Z 68.7K followers, 71.5K engagements
"Ultimately memory makers have no choice but to expand capacity and that will keep the memory industry cyclical. That said it doesnt mean memory stocks will fall right away. Microns Singapore NAND fab wont come online until [----] so it doesnt undermine the view that the supercycle should continue to benefit the industry throughout 2027and at least all of [----]. If timing the cycle feels daunting buy semicap instead. Among semicap names $LRCX has the highest NAND exposure. Micron is the first to announce a NAND capacity increase excluding Kioxia and YMTC. https://t.co/QGhxhNdqU2 Micron is the"
X Link 2026-01-27T03:12Z 69.1K followers, 76K engagements
"Very interesting. Intel plans to raise consumer CPU prices again in 1Q this year following a 10% increase in 4Q last year. OpenAI AWS and Google attempted to source server CPUs from Intel but were unable to secure as much volume as they wanted. $INTC CPU Prices Surge as Well: A Major Blow to the Laptop Market Following the price hikes in memory semiconductors such as DRAM and NAND flash the costs of core computer components including Central Processing Units (CPUs) and Printed Circuit Boards (PCBs) are also skyrocketing. https://t.co/i6hMHtacCV CPU Prices Surge as Well: A Major Blow to the"
X Link 2026-01-27T07:34Z 68.7K followers, 170.5K engagements
"Just in: NVIDIA is exploring collaboration with Intel for its Feynman GPUs (DigiTimes) - The GPU compute die is still expected to be manufactured at TSMC while the I/O die could be partially produced using Intels 18A process or its 14A process which is slated for mass production in [----]. - This will depend on the future yield and ramp status of Intels 14A process. - Advanced packaging is expected to be handled on Intels EMIB platform. - The final split of advanced packaging is estimated at up to 25% for Intel and 75% for TSMC. $INTC $NVDA https://twitter.com/i/web/status/2016283528393326612"
X Link 2026-01-27T22:53Z 68.4K followers, 87.2K engagements
"(Exclusive) Rumors: NVIDIA to Outsource to Intel in 2028; Three-Level Interpretation of TSMCs Strategic Thinking TSMC almost dominates advanced processes and advanced packaging becoming a target for the United States. Chip customers simultaneously bear the heavy responsibility of "American manufacturing." Due to cost issues and capacity shortages the model of highly concentrating production at TSMC in recent years has shifted toward a new strategy of "multi-sourcing and risk diversification." Recently rumors from the supply chain suggest that in addition to Apple NVIDIA has tentatively"
X Link 2026-01-27T22:58Z 68.6K followers, 303.6K engagements
"SOCAMM Front Expands Qualcomm and AMD Join Push for Adoption Following NVIDIA The "SOCAMM" front referred to as the "second High Bandwidth Memory (HBM)" is expanding. Following the adoption of SOCAMM by NVIDIA the worlds number one semiconductor company global semiconductor design firms such as Qualcomm and AMD are also considering employing SOCAMM in their new AI server chips. For Samsung Electronics and SK Hynix which produce the Low Power Double Data Rate (LPDDR) DRAMthe material for SOCAMMhow to coordinate the tightening DRAM supply is emerging as a new challenge. According to the"
X Link 2026-01-27T23:14Z 68.4K followers, 13.9K engagements
"A superb post by a Korean Silicon Valley engineer who specializes in analog semiconductors. Very impressive. Highly recommended for semiconductor outsiders who want to spot the next real bottleneck. https://t.co/hTYiTCyjJD https://t.co/hTYiTCyjJD"
X Link 2026-01-28T02:11Z 69.3K followers, 195.9K engagements
"@TShirtnJeans2 NVIDIA said they recognize revenue when the chips are shipped right Im not sure whether that applies to these H200s as well"
X Link 2026-01-28T04:29Z 68.7K followers, [---] engagements
"Gokul just kicked MediaTeks ass again"
X Link 2026-01-28T09:33Z 68.6K followers, 71.1K engagements
"1. The market is way too optimistic about MediaTeks TPU volume. [--]. Google is pushing ahead with a fully in-house completely CoT-designed 2nm TPU project completely excluding both Broadcom and MediaTek. (WTF) [--]. Google wants to become a real alternative to NVIDIA and for that Broadcom is absolutely essential. [--]. MediaTeks smartphone business is collapsing amid brutal price competition with Qualcomm and others. Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq Gokul just kicked MediaTeks ass again. https://t.co/eU0VnUvhXq"
X Link 2026-01-28T09:36Z 69K followers, 54.1K engagements
"GF Securities Overseas Electronics Communication- ASML Performance Commentary 🌟Event: ASML released its 4Q performance with 4Q25 revenue of 9.7bn and a gross margin of 52.2%. On the other hand the company's orders greatly exceeded expectations with new orders amounting to 13.2bn (vs. market expectation of 8bn+ Guangfa forecast of 10bn🌹). Among the new orders 7.4bn was for EUV. The company expects full-year revenue for [----] to be 34-39bn. Additionally ASML announced a [--] euro stock repurchase plan which will be executed by December [--] [----]. 🌟Commentary: The company's orders greatly exceeded"
X Link 2026-01-28T11:54Z 69K followers, 14.8K engagements
"@dnm1712 Synopsys"
X Link 2026-01-28T22:34Z 68.9K followers, [---] engagements
"SK Hynix 4Q25 Q/A 1) Regarding HBM4 HBM4 also aims for overwhelming market share just like HBM3 and 3E. Preparations for HBM4 are proceeding with mass production of customer-requested volumes according to the schedule agreed upon with customers. HBM4 has achieved customer-required performance even based on 1b nano. Plans to secure yields at the level of HBM3E using MR-MUF. Even with current production maximization demand cannot be fully met at 100% so competitors' entry is expected but competitiveness will be maintained. 2) Regarding LTA In the past LTAs existed but they were somewhat loose"
X Link 2026-01-29T00:38Z 69.4K followers, 31.9K engagements
"* Samsung: Planning to commercialize hybrid bonding in part for HBM4E. $BESI"
X Link 2026-01-29T01:56Z 68.8K followers, 27.4K engagements
"Microsoft is considering an investment of less than $10 billion in OpenAI. Amazon is considering an investment of up to $20 billion in OpenAI. NVIDIA is considering an investment of up to $30 billion in OpenAI"
X Link 2026-01-29T03:24Z 68.4K followers, 105.7K engagements
"@firstadopter Even if they already hold a large stake does that mean Microsoft doesnt care if its ownership gets diluted"
X Link 2026-01-29T03:31Z 68.8K followers, [----] engagements
"Alibaba is considering increasing its planned investment in AI infrastructure and cloud computing from [---] billion RMB to [---] billion RMB over the next three years According to an insider Alibaba is considering raising its original plan of investing [---] billion RMB in AI infrastructure and cloud computing over the next three years to [---] billion RMB. In China Alibaba has its self-developed chip Zhenwu 810E; overseas it is purchasing GPUs on a massive scaleone insider described it as transporting them by truckloads. At its most aggressive phase the company even bought large quantities of"
X Link 2026-01-29T12:41Z 68.5K followers, 16.8K engagements
"ByteDance and Alibaba are set to launch new AI models (The Information). ByteDance plans to unveil three new AI models next month and Alibaba is also expected to introduce its next-generation AI model next month"
X Link 2026-01-29T13:11Z 69.7K followers, 35.5K engagements
"Skeptics gain fame optimists make money. I sold SanDisk at $124 hesitated to buy at $400 and now SanDisk is at $631. $SNDK"
X Link 2026-01-30T00:58Z 69.4K followers, 61K engagements
"Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory"
X Link 2026-01-30T02:07Z 68.8K followers, 176.2K engagements
"For reference Samsung and SK hynix have nearly doubled LPDDR pricing for Apple compared to before. Ive also heard that pricing for mobile NAND has been raised significantly as well. Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory pricing Analyst 3: Memory supply Analyst 4: .memory Im reading the Apple earnings call transcript and pretty much every analyst asked how memory will affect Apple lol. Every single analyst: Analyst 1: Memory impact Analyst 2: Memory"
X Link 2026-01-30T02:08Z 68.4K followers, 60.1K engagements
"Exclusive SK Hynix Makes Significant Progress in NVIDIAs HBM4 'Qual' Test. One Step Closer to Mass Supply SK Hynix is reported to have made substantial progress in NVIDIA's qualification (qual) testing for its 6th-generation HBM (HBM4) products. It has become highly probable that the company will stably supply these chips for 'Rubin' NVIDIA's latest Graphics Processing Unit (GPU) scheduled for release in the second half of this year. According to industry sources on the 30th SK Hynix achieved meaningful results in NVIDIA's HBM4 System-in-Package (SiP) tests conducted this month. SK Hynix"
X Link 2026-01-30T05:15Z 69.5K followers, 12.6K engagements
"Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"
X Link 2026-01-30T06:27Z 68.8K followers, 145.2K engagements
"Morgan Stanley: Meta Price Target Raised to $825 Meta's Ad Revenue to Overtake Google Search Ads in Q2 [----] In its latest report Morgan Stanley predicts that Meta's advertising revenue will surpass Google Search advertising revenue for the first time in the second quarter of [----]. - While Google Search had a 15% growth rate when its quarterly revenue was at the $57 billion scale Meta is recording high-speed growth of 3435% at the same revenue scale. - In Zuckerberg's eyes the current system is still at a 'primitive' level. Morgan Stanley believes that if the current system is primitive"
X Link 2026-01-30T08:31Z 68.5K followers, 25.2K engagements
"Exclusive Samsung Electro-Mechanics Breaks Into NVIDIAs Supply Chain Samsung Electro-Mechanics (SEMCO) will supply high-value Flip-Chip Ball Grid Array (FC-BGA) substrates to NVIDIA for the first time. Amid the global AI data center construction boom cooperation with NVIDIAthe leader in the AI semiconductor marketis expected to be a major turning point that elevates SEMCO's substrate business to the next level. Industry experts evaluate that Samsungs technological prowess has once again stood out as Japanese component and material companies have historically dominated the supply of high-value"
X Link 2026-01-30T09:09Z 68.7K followers, 42.4K engagements
"Goldman Sachs announced it is sticking to its existing forecast that the QoQ rise in NAND prices (particularly for Kioxia) will persist only through Q4 [----] (OctoberDecember) even following SanDisk's recent earnings report. Thereafter prices are projected to ease progressively as supply increases. https://twitter.com/i/web/status/2017211199872815154 https://twitter.com/i/web/status/2017211199872815154"
X Link 2026-01-30T12:20Z 69.9K followers, 99K engagements
"Im not sure why Oracles stock is trading sideways. Is it because its core business is software so its included in the short SaaS basket Or is it because no LLM trained on Blackwell has been released yet It doesnt seem like a sufficient explanation to simply say the stock is being suppressed due to excessive CAPEX burden directed toward OAI does it https://twitter.com/i/web/status/2017380055626957294 https://twitter.com/i/web/status/2017380055626957294"
X Link 2026-01-30T23:31Z 68.7K followers, 39K engagements
"WSJ: NVIDIAs Jensen Huang criticized OpenAI for what he described as a lack of discipline in its business approach and he also voiced concerns about the competitive pressure OpenAI faces from rivals such as Google and Anthropic"
X Link 2026-01-31T00:03Z 68.7K followers, 84K engagements
"https://www.digitimes.com/news/a20260130PD220/unimicron-abf-substrate-ai-server-market-capacity.html https://www.digitimes.com/news/a20260130PD220/unimicron-abf-substrate-ai-server-market-capacity.html"
X Link 2026-01-31T02:27Z 69.9K followers, [----] engagements
"ASIC server demand boosts Taiwan's high-end CCL shipments - Cloud Service Providers (CSPs) continue to maintain robust capital expenditures (CAPEX) driving steady growth in the AI server and high-speed network switch markets. - Against this backdrop the advancement of CCL (Copper Clad Laminate) material specifications is accelerating with a gradual increase in orders for high-value-added products. - Taiwans top three CCL manufacturers achieved significant revenue growth in [----] with all three recording double-digit year-over-year increases. - Looking ahead to [----] the penetration of Taiwanese"
X Link 2026-01-31T06:57Z 68.3K followers, 21.8K engagements
"Does Sandisk's recent sharp stock price surge already reflect the company's tremendous operating profit margin in [----] If it hasn't been fully priced in yet then the stock price could still have a lot more room to run going forward. Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io Over the next three years NAND companies are basically going to be printing money. Just look at these insane gross margins. $SNDK $MU https://t.co/aGz3aW28io"
X Link 2026-01-31T07:06Z 68.7K followers, 61.3K engagements
"* South Koreas semiconductor exports in January reached $20.5 billion surpassing $20 billion for the second consecutive month. * The January semiconductor export growth rate stood at 103% more than doubling compared to January of the previous year. https://www.yna.co.kr/view/AKR20260201012200003input=1195m https://www.yna.co.kr/view/AKR20260201012200003input=1195m"
X Link 2026-02-01T00:24Z 68.7K followers, 29.7K engagements
"Can OpenAI go public (IPO) without agreeing with Elon Musk"
X Link 2026-02-01T00:52Z 68.8K followers, 29.3K engagements
"Several sell-side firms have begun to forecast Samsung Foundrys return to profitability"
X Link 2026-02-01T01:18Z 68.7K followers, 53.8K engagements
"Samsung and SK Hynix Both Yet to Pass Qual Tests Both Initiating Risk Production for HBM4 The commercialization process for High Bandwidth Memory (HBM) is shifting. Typically memory manufacturers enter official mass production only after completing quality (qual) tests with customers using samples. However to meet the urgent demands of key customers both Samsung and SK Hynix are now preemptively starting mass production before receiving final certification. According to industry sources on the 1st both companies have begun preemptive mass production of HBM4 to respond to Nvidias demand"
X Link 2026-02-01T02:31Z 69.5K followers, 23.6K engagements
"The news that Apples high-end M5 chip uses SoIC packaging came out back in February last year. Pretty much everyone in the industry already knows about it. For the SoIC packaging in this high-end M5 chip BESIs hybrid bonding equipment was used"
X Link 2026-02-01T05:42Z 69.4K followers, 61.2K engagements
"@OmerCheeema Morgan Stanley still seems to view memory as a cyclical industry. They expect operating profit to peak in [----] and then gradually decline from [----] onward"
X Link 2026-02-01T10:11Z 68.5K followers, 11.4K engagements
"I'm considering traveling to Shenzhen. but the prices are insane For the price of one night in a 5-star hotel in Korea you can stay three nights in Shenzhen (based on 5-star hotel standards). I've heard English is barely spoken in Shenzhen. Should I use a Chinese translation app"
X Link 2026-02-01T12:51Z 69.7K followers, 97.4K engagements
"Is anyone aware of why ASML can boast strong orders and deliver outstanding results yet Lasertec reports less impressive performance ASMLs equipment and Lasertecs equipment are sold as a paired set arent they"
X Link 2026-02-02T00:47Z 69.2K followers, 36.8K engagements
"DRAMeXchange January PC DRAM Contract Price Announcement - At the end of January some memory suppliers and PC OEMs finalized their contract prices for 1Q26. Contract prices rose by 105110% compared to the previous quarter a significant expansion from the 3843% increase recorded in 4Q25. The contract price for 8GB DDR4 reached $85 a 115120% increase QoQ. The 16GB DDR4 contract price also surged to $134 rising 103108% compared to the previous quarter. As a result the price discount of DDR5 relative to DDR4 widened to 12% in January (vs. 6% in 4Q25). Most contract price negotiations are expected"
X Link 2026-02-02T00:50Z 68.4K followers, 69.2K engagements
"* DRAMEXCHANGE: MICRON PROPOSED A 115125% QOQ INCREASE FOR SERVER DRAM. $MU"
X Link 2026-02-02T00:52Z 69.4K followers, 189.5K engagements
"@evrgn11112231 Do you know which firm wrote that report"
X Link 2026-02-02T01:16Z 68.7K followers, [----] engagements
"@superhoogie What do you think about Resonac"
X Link 2026-02-02T03:02Z 69.5K followers, [----] engagements
"Bank of America forecasts that due to the sharp rise in DRAM prices smartphone shipments in [----] will decline by a high single-digit percentage while PC shipments will drop by a low double-digit percentage (around 1013%). What surprised me when I saw this table was that contrary to the fear-mongering from many sell-side analysts even though automotive DRAM prices have risen significantly vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic) And the decline in low-end smartphone shipments seems much more severe than I thought theyre projecting"
X Link 2026-02-02T04:46Z 69.4K followers, 86.1K engagements
"Samsung and SK Hynix to Accelerate Conversion Investment in Cutting-edge NAND in Q2 Samsung Electronics and SK Hynix are set to begin large-scale conversion investments in cutting-edge NAND flash. While these plans were previously delayed in favor of DRAM concrete investment schedules are now being finalized. This strategy aims to address the surging demand in the NAND market driven primarily by the AI industry. According to industry sources on the 2nd both Samsung and SK Hynix plan to proceed with conversion investments for cutting-edge NAND during the second quarter of this year. Samsung"
X Link 2026-02-02T07:04Z 69.4K followers, 29.2K engagements
"SCMP: DeepSeeks next-generation model reportedly has trillions of parameters and the sharp increase in model size has slowed down training speed. As a result the DeepSeek model expected around the Lunar New Year will likely be a minor update to V3. New: Almost every frontier Chinese AI lab is racing to release major new models before the Lunar New Year including Zhipu GLM-5 and MiniMax M2.2. https://t.co/kGXXNF0H3l Meanwhile despite widespread speculation about V4 DeepSeek is expected to only release a minor upgrade to New: Almost every frontier Chinese AI lab is racing to release major new"
X Link 2026-02-02T07:27Z 68.6K followers, 74K engagements
"Samsung recently carried out an organizational restructuring and reassigned personnel who had been in its power semiconductor organization to core business units such as HBM4 and the 2nm process"
X Link 2026-02-02T12:18Z 69.4K followers, 42.6K engagements
"Teradyne here. Picked some up and its already +21% profit lol @jukan05 What stocks did you buy @jukan05 What stocks did you buy"
X Link 2026-02-02T22:00Z 69.6K followers, 86.9K engagements
"Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first"
X Link 2026-02-02T22:12Z 69.3K followers, 77.8K engagements
"I dont get why theyre blaming Nvidia for Codex being slow lol. Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6 Hmm. So did Nvidia beat OpenAI to the punch and acquire Groq first https://t.co/qDdfx3GJA6"
X Link 2026-02-02T22:17Z 68.4K followers, 45.4K engagements
"SK Hynix Tightens Reins on HBM4 DRAM Mass Production: A Supply Speed War SK Hynix is accelerating the mass production of 10nm-class 5th generation (1b) DRAM which will be integrated into 6th generation High Bandwidth Memory (HBM4). With HBM4 quality tests with NVIDIA nearing completion this move is analyzed as a rapid response to supply HBM4 for NVIDIA's latest AI accelerator 'Vera Rubin.' SK Hynix plans to expand production capacity through wafer input for 1b DRAM expansion of the Cheongju M15x fab and process conversion at the M16 fab. According to industry sources on the 3rd SK Hynix plans"
X Link 2026-02-02T23:53Z 69.6K followers, 38.2K engagements
"Samsung Leads in HBM4 Performance but Nvidia Backs SK Hynix for Its 'Yield' Samsung Electronics has launched a counteroffensive in the 6th-generation High Bandwidth Memory (HBM4) market by achieving the highest performance among the top three memory makers. However SK Hynix is expected to maintain its market dominance driven by its superior production yields. As global big tech companies like Nvidia face extreme HBM supply shortages they are prioritizing the securing of stable volumes over raw performance. In this environment "yield competitiveness" has emerged as the decisive factor in the"
X Link 2026-02-03T02:34Z 69.5K followers, 17.9K engagements
"The advice Im giving you is this: if you want to fully ride the memory super cycle buy companies that actually manufacture memory. Not IP companies like Rambus. This fucking company crashes every single time they announce earnings"
X Link 2026-02-03T03:20Z 69.6K followers, 62.1K engagements
"Samsung is up more than 10% in a single day today🤯"
X Link 2026-02-03T06:13Z 69.8K followers, 70K engagements
"What Is it already time for OpenAI to start laying off staff OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D OpenAI . (Team Match) (Onsite Loop) . https://t.co/H3sXIbqk3D"
X Link 2026-02-03T09:13Z 69.3K followers, 231.7K engagements
"I was imagining something: what if a certain company is trying to acquire Sandisk and since JPM is advising on the deal JPM stopped covering Sandisk because of that Of course it could be for a different reason. But I cant really think of any other explanation"
X Link 2026-02-03T09:57Z 69.5K followers, 77K engagements
"Just in: Samsung and SK hynix are likely to post NAND margin rates of 4050% in 1H26 (ZDNet Korea)"
X Link 2026-02-04T00:44Z 68.9K followers, 32K engagements
"Samsung and SK to Hit Record NAND Margins: "Unprecedented in a Decade" Samsung Electronics and SK Hynix are set to aggressively hike NAND flash prices through the first half of this year. Consequently NAND margin rates for both companies are highly likely to reach the 4050% range. The industry anticipates that NAND products will achieve their highest profitability in nearly ten years a level not seen since the memory super-cycle of [----]. According to industry sources on the 4th the NAND margin rates for Samsung and SK Hynix in the first half of this year are projected to approach the 4050%"
X Link 2026-02-04T00:45Z 69.6K followers, 43K engagements
"I seriously dont get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies then casually add their entire feature set to Claude"
X Link 2026-02-04T01:03Z 69.7K followers, 228.8K engagements
"Why did AMD miss earnings expectations [--]. Despite TSMC's capacity shortage the buyside excessively overestimated AMD's CPU shipment numbers. [--]. AMD's non-China GPU sales volume fell short of expectations. I've been reading various sell-side reports and the opinions are quite divided/all over the place. $AMD https://twitter.com/i/web/status/2018857354171936836 https://twitter.com/i/web/status/2018857354171936836"
X Link 2026-02-04T01:21Z 69.7K followers, 55.9K engagements
"Nvidias exports of the H200 to China have received approval from the U.S. Department of Commerce but theyre still being delayed as they undergo review by the U.S. State Department"
X Link 2026-02-04T03:24Z 69.4K followers, 35.4K engagements
"https://www.digitimes.com/news/a20260204PD210/market-dram-nand-cxmt-ddr4.html https://www.digitimes.com/news/a20260204PD210/market-dram-nand-cxmt-ddr4.html"
X Link 2026-02-04T04:19Z 69.9K followers, [----] engagements
"GF Securities Overseas Electronic Communications Analysis of Memory Price Impact on Consumer and AI Segments High Memory Prices Leading to Smartphone "Downgrading" Due to the continuous price hikes of LPDDR and NAND smartphone manufacturers' profit margins are being squeezed amidst moderate market demand. Memory now accounts for 20-30% of the smartphone Bill of Materials (BOM). While upgrade plans for high-end and flagship models remain unchanged a "downgrading" trend for mid-to-low-end models has become inevitable. We observe that some Chinese manufacturers are evaluating external storage"
X Link 2026-02-04T05:17Z 69.7K followers, 22.3K engagements
"Exclusive Samsung Foundry Pushes for Price Increase in 48nm Process Samsung Electronics Foundry (semiconductor contract manufacturing) is pushing for price increases for some of its processes. The targets are 4-nanometer (nm) and 8nm processes and the increase is observed to be around 10%. According to the semiconductor industry on the 4th Samsung Electronics Foundry recently shared the possibility of price adjustments for some processes with major partner companies. It is considering price increases centered on processes where demand is concentrated. A design house official stated Recently"
X Link 2026-02-04T06:37Z 69.3K followers, 46.4K engagements
"Isnt it a risky assumption to think that Googles capex increase will translate directly into AVGO MediaTek is in the picture too and Google is also trying to build TPUs using external SerDes without MediaTek or Broadcom right"
X Link 2026-02-04T23:45Z 69.8K followers, 37.4K engagements
"@KairosPraxis I cant say for sure that its been confirmed. But honestly everyone whos in the know already knew"
X Link 2026-02-04T23:49Z 69.8K followers, [----] engagements
"@evrgn11112231 Thats right. Google selling TPUs externally follows a similar logic. Honestly I still dont understand why Google would sell TPUs to competitors. If theyre really that good shouldnt Google keep them exclusive to itself"
X Link 2026-02-04T23:54Z 68.9K followers, 33.5K engagements
"@TBU12345678 @KairosPraxis We need to factor into the model that MediaTek charges a much lower NRE than Broadcom and that the TPUs MediaTek is responsible for keep getting pushed outso they arent able to true up/collect the production-related payments on time"
X Link 2026-02-04T23:56Z 69.8K followers, [----] engagements
"@TBU12345678 @KairosPraxis I also agree that MediaTeks capabilities are being overrated. Damn I shouldnt have mentioned MediaTek in the main tweet. Im more worried about Googles in-house CoT than MediaTek"
X Link 2026-02-05T00:02Z 69.8K followers, [----] engagements
"Yomiuri reported that TSMC will build its second Kumamoto fab in Japan as a 3nm facility but the scale seems smaller than I expected. They said $17 billion of capex is expected to be deployed. https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/ https://www.yomiuri.co.jp/economy/20260204-GYT1T00696/"
X Link 2026-02-05T00:45Z 68.8K followers, 10.2K engagements
"Yeah that was truly a legendary trade"
X Link 2026-02-05T01:35Z 69.3K followers, 92.1K engagements
"Honestly it's getting embarrassing to even call them the M7 now. Excluding Google the other M6 stocks are down 525% from their all-time highs and the only thing propping up the M7's gains has been Google. Over the past [--] months market cap has increased by $1.7 trillion right https://twitter.com/i/web/status/2019239918279750035 https://twitter.com/i/web/status/2019239918279750035"
X Link 2026-02-05T02:41Z 69.7K followers, 57.8K engagements
"BofA (Bank of America) analyst Vivek Arya concluded that it doesnt make logical sense for the chip sector and the software sector to sell off together. He argued that a decline in chip stocks implies deteriorating AI investment returns (ROI) while a decline in software stocks implies AI adoption will become extremely widespreadso those two conclusions are hard to reconcile at the same time. In his view the market is overreacting. Arya noted that the markets implicit judgment behind the selloff in AI-related chip stocks is that AI investments have deteriorated to the point where achieving"
X Link 2026-02-05T02:59Z 69.8K followers, 89.2K engagements
"I still cant believe MSTR nearly made it into the S&P [---] ahead of SanDisk. What business does a company that basically just buys Bitcoin even have"
X Link 2026-02-05T04:17Z 68.8K followers, 28K engagements
"Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. This isnt some secretanyone whos supposed to know already knows. As long as it doesnt go into AI servers its perfectly fine. https://twitter.com/i/web/status/2019265776684056772 https://twitter.com/i/web/status/2019265776684056772"
X Link 2026-02-05T04:24Z 68.8K followers, 97.1K engagements
"https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch"
X Link 2026-02-05T04:24Z 68.7K followers, [----] engagements
""On top of that we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo which would leave not much of the capacity for the rest of us." Even if Dell and HP wanted to use Chinese-made memory Im skeptical theyd be able to secure enough supply. Suddenly a bunch of people are sliding into my DMs asking about this but honestly theres no need to worry too much. HP and Dell have already repeatedly told their sell-side partners in meetings that theyre going to use Chinese-made memory in their consumer-grade products. https://t.co/e6yIgEKLI9"
X Link 2026-02-05T04:29Z 69.8K followers, 35.7K engagements
""We're still at the beginning not the end""
X Link 2026-02-05T11:37Z 69.5K followers, 25.8K engagements
"If SpaceX were to make a smartphone which hardware manufacturer or OEM do you think would build it Personally I think it would be really interesting if Samsung made it. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. * REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE"
X Link 2026-02-05T12:15Z 69.8K followers, 15.1K engagements
"https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/ https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/"
X Link 2026-02-05T12:16Z 68.9K followers, [----] engagements
"@zephyr_z9 Would it be a major blow to $AAPL"
X Link 2026-02-05T12:17Z 68.5K followers, 23.9K engagements
"@RYANHINGSHING @zephyr_z9 Shawn Kim I havent forgotten this"
X Link 2026-02-05T12:42Z 68.9K followers, [---] engagements
"This is an article written by a senior reporter at The Information. Personally I dont like The Information but I thought this was quite worth reading so Im sharing it. Big Tech companies are racing to invest in OpenAI. Nvidia is considering $30 billion Amazon at least $20 billion and Microsoft $10 billion. SoftBank is also saying they will put in $30 billion. Ken Brown a senior reporter at The Information says this massive valuation of OpenAI doesnt make sense and begins to reason why. Before going into the reasoning the reporter explains why the cost of OpenAI raising funds is increasing"
X Link 2026-02-05T13:44Z 69.8K followers, 43.8K engagements
"@zephyr_z9 A source familiar with this matter told me that he is actually the successor to Bill Hwang the 'Nightmare of Wall Street'"
X Link 2026-02-05T13:54Z 68.5K followers, 12.3K engagements
"https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes https://www.theinformation.com/articles/nvidia-delay-new-gaming-chip-due-memory-chip-shortagerc=lx3hes"
X Link 2026-02-05T14:08Z 69.2K followers, 10.3K engagements
"@Alex_Intel_ Can PTL compete with the RTX 5070"
X Link 2026-02-05T14:15Z 68.3K followers, [----] engagements
"Shouldnt we view Bitcoin as a high-beta tech stock now rather than an independent high-risk asset"
X Link 2026-02-05T15:42Z 69.2K followers, 19.5K engagements
"@RihardJarc why MSFT"
X Link 2026-02-05T15:47Z 68.4K followers, 15.9K engagements
"* Official: Weve entered a bear market"
X Link 2026-02-05T22:27Z 69.5K followers, 20.9K engagements
"Samsung Begins Tesla AI5 Wafer Processing "Musk Also Attending Meetings" Samsung Electronics will soon begin pilot production of Tesla's AI5 chips. While the AI5 and AI6 chip foundry contracts are loss-making in the short term the level of interest is high enough that Tesla CEO Elon Musk is personally involved in working-level meetings with Samsung Electronics staff raising expectations for revenue growth through expanded cooperation. Samsung Electronics was previously reported to have secured a $16.5 billion (approximately [--] trillion won) contract from Tesla in July last year for foundry"
X Link 2026-02-06T04:18Z 69.8K followers, 40.2K engagements
"Oh guys Ive been talking about Microns HBM4 since last September"
X Link 2026-02-06T14:21Z 69.5K followers, 39.3K engagements
""Wavering" in DDR4 Memory Prices at Shenzhen Huaqiangbei Electronics Market - Recent reports indicate that DDR4 memory prices have begun to soften slightly or enter an adjustment phase at Huaqiangbei () China's largest electronics wholesale and retail market. - According to industry sources and market data DDR4 8GB and 16GB productswhich had previously surged in priceare now showing signs of correction from their elevated levels. Some vendors reported that 8GB product prices have dropped by several tens of yuan from their previous highs while 16GB products are also undergoing price"
X Link 2026-02-06T23:52Z 69.9K followers, 17.3K engagements
"This information didnt come from a newsletterit came from a memo that was distributed to institutions. Whether its illegal or not depends first on how the memo was obtained and if someone shorted the stock first and then released it to the public that can be a separate issue as well"
X Link 2026-02-07T01:08Z 68.5K followers, [----] engagements
"The fact that something might be released eventually isnt a free passthe real issue is what kind of advantage was created during the non-public window before disclosure. And yes legitimate researchdoing channel checks gathering information on the ground analyzing public datais fair source competition. But that does not include stealing or misappropriating someone elses paid information and trading on it. Especially if someone takes a position first releases it to the public moves the price profits its common sense that the intent and the means create a separate layer of risk isnt it"
X Link 2026-02-07T01:15Z 68.6K followers, [---] engagements
"Samsung Electronics to Begin World's First HBM4 Mass Production After Lunar New Year HolidaySeizing Initiative in Next-Generation Market Samsung Electronics will become the world's first to mass-produce and ship the next-generation High Bandwidth Memory (HBM) HBM4a 'game changer' for artificial intelligence (AI) semiconductors with the world's highest performanceafter the Lunar New Year holiday. This strategy aims to overcome the setbacks with previous-generation products that sparked crisis concerns in its semiconductor business seize the initiative in the next-generation market and solidify"
X Link 2026-02-07T23:56Z 69.8K followers, 43.4K engagements
"Im reflecting on how I had dismissed NAND controller stocks. Im revising my view: these companies could actually benefit more than I expected"
X Link 2026-02-08T01:56Z 69.9K followers, 98.2K engagements
"@goth600 Are there any people whod like to discuss this topic with me My friends always end up talking about games"
X Link 2026-02-08T02:26Z 68.8K followers, [----] engagements
"I thought flights to Japan would get cheaper if fewer Chinese people traveled there but they actually got more expensive. A flight to Shenzhen is about half the price of a flight to Tokyo. Anyway Im planning to visit Shenzhen from March [--] to March 26Ive already booked the flights. Where would you recommend visiting in Shenzhen I mainly want to check out Chinas high-tech scene. https://twitter.com/i/web/status/2020324266458468710 https://twitter.com/i/web/status/2020324266458468710"
X Link 2026-02-08T02:30Z 69.8K followers, 37.2K engagements
"Is it believable that Apple has already broken out of the Others category and climbed to 5th place in the Indian market Unlike Samsung Apple didnt collapse in China and it has successfully established itself in India. At this point it feels like Apple only has upside left in smartphone market share going forward. $AAPL https://twitter.com/i/web/status/2020392242121437265 https://twitter.com/i/web/status/2020392242121437265"
X Link 2026-02-08T07:00Z 69.8K followers, 27.1K engagements
"I would like to express my gratitude to Prime Minister Takaichi"
X Link 2026-02-09T00:22Z 69.7K followers, 15.3K engagements
"Goldman Sachs put out a really excellent report. I especially liked how they laid out with solid modeling the argument that even in an extreme scenario where demand destruction hits smartphones and PCs server demand would absorb the impact. That said what surprised me was that they downgraded Micron with a $235 price target. They basically said a large part of the positives is already priced in which I found quite unexpected. $MU"
X Link 2026-02-09T04:46Z 68.5K followers, 35.8K engagements
"@EdwardDiGi @SorenCookie"
X Link 2026-02-09T06:57Z 69.1K followers, [---] engagements
"Lately Ive been feeling very contradictory. I want to show off the knowledge I have to others but at the same time it really irritates me when people take my knowledge and rework it or redistribute it. Why do I feel this way"
X Link 2026-02-09T11:11Z 69.8K followers, 32.4K engagements
"Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period the initiative in long-term supply agreements (LTAs) is shifting from customers to semiconductor suppliers. In the past smartphone and PC manufacturers seeking stable procurement were the ones to propose long-term contracts first but recently memory chipmakers such as Samsung Electronics and SK hynix have been presenting"
X Link 2026-02-09T11:28Z 69.8K followers, 44.6K engagements
"Apparently memory makers are trying to keep LTAs as short as possible. And even when they do sign LTAs they're locking in contracts with "non-cancellable non-returnable terms and no price negotiation" lol Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the supply shortage drags on the trading order in the memory semiconductor market is rapidly being reorganized. With the semiconductor supply crunch persisting over an extended period https://t.co/u6f0EYj3Ju Supply Shortage Reshapes LTA Dynamics Contract Periods Shrink and Power Balance Flips As the"
X Link 2026-02-09T11:31Z 69.8K followers, 32.1K engagements
"SemiAnalysis was right. Microns situation is even more serious"
X Link 2026-02-09T13:23Z 68.6K followers, 58.1K engagements
"@BullishMostly Ive been bullish on Micron since it was at $100 and that hasnt changed"
X Link 2026-02-10T07:53Z 69.5K followers, [---] engagements
"Morgan Stanley expects [-----] NVIDIA Rubin racks to ship next year and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year. $SNDK"
X Link 2026-02-10T12:00Z 69K followers, 131.3K engagements
"@blazingbees 70% . . 1/3"
X Link 2026-02-10T14:50Z 69.4K followers, [----] engagements
"@FilterMacro What are you talking about I was bullish on Micron before FundaAI was"
X Link 2026-02-10T23:09Z 69.6K followers, [----] engagements
"@Alex_Intel_ This seems to be referring specifically to Chinas domestic market"
X Link 2026-02-11T01:51Z 69.5K followers, [----] engagements
"@ShanghaoJin"
X Link 2026-02-11T07:09Z 69.7K followers, [----] engagements
"Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump solving the issue of the camera bump appearing protruded. Source: Meritz Securities"
X Link 2024-12-26T06:10Z 69.9K followers, 57.9K engagements
"Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters Analysis by Mirae Asset Securities Korea Does this imply that cutting-edge LLM development no longer needs large-scale GPU clusters Were the massive computing investments by Google OpenAI Meta and xAI ultimately futile The prevailing consensus among AI developers is that this is not the case. However it is clear that there is still much to be gained through data and algorithms and many new optimization methods are expected to emerge in the future. Since DeepSeeks V3 model was"
X Link 2025-01-26T00:04Z 69.9K followers, 756K engagements
"Just in: OpenAI secures evidence that DeepSeek used its proprietary model for training The Financial Times reports that DeepSeek used OpenAIs proprietary model to train its own open-source competitor. OpenAI stated that it has obtained evidence that DeepSeek employed distillation a technique that typically leverages the outputs of larger models to enhance the performance of smaller ones. This allowed DeepSeek to achieve similar results in certain tasks at a lower cost. According to OpenAIs Terms of Service Users may not copy the service or use its outputs to develop models that compete with"
X Link 2025-01-29T06:46Z 69.9K followers, 266.6K engagements
"Morgan Stanleys analysis is the best in the industry. Its data you wont find anywhere else"
X Link 2025-02-08T12:02Z 69.9K followers, 144.9K engagements
"Morgan Stanley: Despite ASICs Nvidia will continue to maintain a dominant market share. The ASIC category is neither superior nor inferior to commercial GPUsit is simply another means to achieve the same result. Over the past six months momentum in the AI sector has clearly shifted toward custom silicon. Nvidia has remained stagnant while AMD has performed sharply poorly. Nvidias $3 trillion market capitalization is supported by over $32 billion in quarterly AI revenue whereas AVGOs $1.1 trillion market cap is based on $3.2 billion in quarterly revenue. Clearly the market has judged that the"
X Link 2025-02-14T10:30Z 69.9K followers, 120.8K engagements
"If this is real Ill be bowing to Beijing every day. The interferometer is looking good https://t.co/eDtJq123Iv The interferometer is looking good https://t.co/eDtJq123Iv"
X Link 2025-03-07T14:22Z 69.9K followers, 118.3K engagements
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