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# ![@rwang07 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::833295407182516224.png) @rwang07 Ray Wang

No information is available about Ray Wang. However, recent developments in the AI chip industry include NVIDIA's GB300 entering full-scale production, and companies like SK Hynix, Samsung, and TSMC making significant investments and advancements in AI-related technologies. The US government is also exploring equity stakes in chipmakers like Intel, Micron, and TSMC in exchange for Chips Act funding.

### Engagements: XXXXXX [#](/creator/twitter::833295407182516224/interactions)
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- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX +29%
- X Months XXXXXXXXXX +258%
- X Year XXXXXXXXXX +2,999%

### Mentions: XX [#](/creator/twitter::833295407182516224/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::833295407182516224/followers)
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- X Week XXXXXX +2.40%
- X Month XXXXXX +14%
- X Months XXXXXX +185%
- X Year XXXXXX +1,013%

### CreatorRank: XXXXXXX [#](/creator/twitter::833295407182516224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::833295407182516224/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::833295407182516224/influence)
---

**Social category influence**
[stocks](/list/stocks)  #6285 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXX% [vc firms](/list/vc-firms)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #439, [$tsm](/topic/$tsm) #10, [$mrvl](/topic/$mrvl) #47, [mrvl](/topic/mrvl) #28, [$3661tw](/topic/$3661tw) #3, [nvda](/topic/nvda) #143, [samsung](/topic/samsung) #2342, [$googl](/topic/$googl) 0.33%, [electronics](/topic/electronics) #1048, [has been](/topic/has-been) XXXX%

**Top accounts mentioned or mentioned by**
[@zephyr_z9](/creator/undefined) [@mojo_flyin](/creator/undefined) [@alex_intel_](/creator/undefined) [@zephyrz9](/creator/undefined) [@grok](/creator/undefined) [@mooremorrissemi](/creator/undefined) [@alexintel](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@diamondrapids](/creator/undefined) [@schamorro357](/creator/undefined) [@bitcoinvics](/creator/undefined) [@covrovski](/creator/undefined) [@futureman1977](/creator/undefined) [@jukanlosreve](/creator/undefined) [@openai](/creator/undefined) [@coolmaster312](/creator/undefined) [@xyang2023](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@juanilebedev](/creator/undefined) [@unclesam303](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Morgan Stanley (MS)](/topic/morgan-stanley) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Metadium (META)](/topic/$meta) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Synopsys, Inc. (SNPS)](/topic/$snps) [Micron Technology, Inc. (MU)](/topic/$mu) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Amphenol Corporation (APH)](/topic/amphenol) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [ANSYS, Inc. (ANSS)](/topic/$anss) [Artificial Intelligence (AI4)](/topic/$ai4)
### Top Social Posts [#](/creator/twitter::833295407182516224/posts)
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Top posts by engagements in the last XX hours

"Increasing power consumption across successive generations of $NVDA AI servers"  
[X Link](https://x.com/rwang07/status/1978470426281205785) [@rwang07](/creator/x/rwang07) 2025-10-15T14:38Z 20.2K followers, 19.4K engagements


"Unimicron warned that sluggish expansion by JP fiberglass suppliers along with unqualified substitutes from (TW/CN) has delayed ABF substrate deliveries for CoWoS. Without new capacity by the 2H26 the company expects the fiberglass shortage to become a major bottleneck"  
[X Link](https://x.com/rwang07/status/1951253561678971093) [@rwang07](/creator/x/rwang07) 2025-08-01T12:07Z 20.2K followers, 3374 engagements


"This episode from @stratechery featured two "Ben" is very interesting particularly the discussion on $INTC and $TSM. I found the analogy of insurance and $INTC quite eye-opening. "At the end of the day Intel existing is the single most important piece of insurance for anApple for an AMD for an Nvidia for a Qualcomm for basically every single US fabless chipcompany and the reason why insurance is the right analogy is because in any normal stateof affairs they dont need Intel. TSMC meets their needs they meet their needs betterand thats why theyre not signing deals with Intel. But the point of"  
[X Link](https://x.com/rwang07/status/1974469128879550584) [@rwang07](/creator/x/rwang07) 2025-10-04T13:38Z 20.2K followers, 71.2K engagements


"More updates on MediaTek $MRVL and $META"  
[X Link](https://x.com/rwang07/status/1973417110526370023) [@rwang07](/creator/x/rwang07) 2025-10-01T15:57Z 20.2K followers, 54K engagements


"NVIDIA today unveiled NVIDIA NVLink Fusion new silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners building with NVIDIA NVLink the worlds most advanced and widely adopted computing fabric. MediaTek Marvell Alchip Technologies Astera Labs Synopsys and Cadence are among the first to adopt NVLink Fusion enabling custom silicon scale-up to meet the requirements of demanding workloads for model training and agentic AI inference. Using NVLink Fusion Fujitsu and Qualcomm Technologies CPUs can also be integrated with NVIDIA GPUs to build"  
[X Link](https://x.com/rwang07/status/1924313072090382405) [@rwang07](/creator/x/rwang07) 2025-05-19T03:56Z 20.2K followers, 15.1K engagements


"Wistron is accelerating its plans to establish an electronics manufacturing base in Telangana India with an estimated investment of around NT$3.42 billion. According to sources who requested anonymity Wistron is scouting land near Hyderabad to build facilities for producing servers routers and switches. One source stated: Wistron has decided to enter Telangana with a different product line and is currently finalizing the site selection likely in an electronics industrial park on the outskirts of Hyderabad. Theyve visited several locations but have not made a final decision. Another source"  
[X Link](https://x.com/rwang07/status/1950170918572970354) [@rwang07](/creator/x/rwang07) 2025-07-29T12:25Z 20.2K followers, 16K engagements


"The WSJ reported that Trump privately discussed with the senior officials about sending a message that the U.S. wants to de-escalate trade tensions with China - Trump aims to de-escalate trade tensions with China after threatening XXX% tariffs he and senior officials discussed sending a global message that the U.S. wants to cool relations. - Both Washington and Beijing privately seek to ease tensions with Trumps team hoping to stabilize markets and prevent distractions from his Middle East peace efforts. - Despite the de-escalation signals administration officials had been preparing"  
[X Link](https://x.com/rwang07/status/1978042119336911070) [@rwang07](/creator/x/rwang07) 2025-10-14T10:16Z 20.2K followers, 263.6K engagements


"GF Securities: "Regarding $META (ASIC) although market views are divided we now expect $MRVL to be more likely to win the ARKE project due to its I/O capabilities and the pressing need to broaden its customer portfolio.""  
[X Link](https://x.com/rwang07/status/1971391682680914351) [@rwang07](/creator/x/rwang07) 2025-09-26T01:49Z 20.2K followers, 29.4K engagements


"I think this note on $DELL should be quite true. The sentiment of this is at least alighed with data points and comments from Wistron and Wiwynn. As previously noted the data points of AI servers are improving. "We now estimate $DELL FY26 GB200/300 NVL72 shipments at 5.5k units higher than the previous forecast of 4.5k while AI HGX server shipments are expected to decline to 26000 units as the market shifts toward NVL72/144 configurations. For FY27 we expect NVL72/144 rack shipments to reach 10000 units driven by xAIs Colossus X and agreements with CoreWeave OpenAI and $META supported by"  
[X Link](https://x.com/rwang07/status/1974065782326730877) [@rwang07](/creator/x/rwang07) 2025-10-03T10:55Z 20.2K followers, 9982 engagements


"1) Foxconn (Hon Hai) and Shin Zu Shing (SZS) have formed a joint venture to take orders and manufacture the $APPL foldable iPhone hinge. Foxconn holds a slightly higher stake and steers future direction. The JV has secured a larger order share (65%) than Amphenol (35%). 2) Luxshare-ICT could join as a new hinge supplier as early as sometime after 2027"  
[X Link](https://x.com/rwang07/status/1977522082792485344) [@rwang07](/creator/x/rwang07) 2025-10-12T23:49Z 20.2K followers, 8308 engagements


"Link this post back to the recent development of $DELL and Wistron over the past X months. "Based on my industry surveys Oracle accounted for roughly XX% of global GB200 NVL72 shipments in 2025. That makes it a major buyer but still behind Microsoft (30%) Google (16%) and Dell (14%). As a result Oracles deliveries arrived lateraround late 2Q25vs. initial small-batch GB200 NVL72 shipments starting in 1Q25.""  
[X Link](https://x.com/rwang07/status/1975905013382652205) [@rwang07](/creator/x/rwang07) 2025-10-08T12:44Z 20.2K followers, 8723 engagements


"🧵 @MooreMorrisSemi and I just published a 4000word technical deep dive on HBM. A MUST READI can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how SK Hynix has taken the lead. 3) Chinas evolved HBM capabilities. /1 Link:"  
[X Link](https://x.com/rwang07/status/1930025345488494731) [@rwang07](/creator/x/rwang07) 2025-06-03T22:14Z 20.2K followers, 140.9K engagements


"Upsides can't stop coming for Wiwynn and Wistron"  
[X Link](https://x.com/rwang07/status/1975758383442764132) [@rwang07](/creator/x/rwang07) 2025-10-08T03:01Z 20.2K followers, 3780 engagements


"Samsung - 97000 KRW"  
[X Link](https://x.com/rwang07/status/1978636068376506616) [@rwang07](/creator/x/rwang07) 2025-10-16T01:36Z 20.2K followers, 12.4K engagements


"$CDNS CFO John Wall views the $SNPS- $ANSS merger to potentially make them more competitive against Cadence by offering more of a one platform-like (chip design verification packaging) offering for the customer that adds more value to the customers (which could increase the pricing). Yet he doesnt'y necessary think such deal play a downside role for Cadence"  
[X Link](https://x.com/rwang07/status/1960842367445164194) [@rwang07](/creator/x/rwang07) 2025-08-27T23:10Z 20.2K followers, 2567 engagements


"This is very impressive. $TSM's last Q margin was already impressive. And this one is arugbly more. $TSM CFO Jen-Chau Huang: "Compared to second quarter our third quarter gross margin increased by XX basis points sequentially to 59.5%." "In addition we also delivered better-than-expected cost improvement efforts. We have just guided our fourth quarter gross margin to increase by XX basis points to XX% at the midpoint." "we now expect the gross margin dilution from the ramp-up of our overseas fabs to be closer to X% in the second half of 2025" "For the full year 2025 we now expect it to be"  
[X Link](https://x.com/rwang07/status/1978808883985686741) [@rwang07](/creator/x/rwang07) 2025-10-16T13:02Z 20.2K followers, 20.3K engagements


"And this: Ibiden will significantly expand its IC packaging substrate production. The company plans to increase substrate output by XXX% by 2027 compared with 2024 levels with a new production line at its Ono plant in Gifu Prefecture scheduled to begin operation as early as next month"  
[X Link](https://x.com/rwang07/status/1970079928130453656) [@rwang07](/creator/x/rwang07) 2025-09-22T10:57Z 20.2K followers, 8716 engagements


""Trainium X is planned to be built on a 2nm process with front-end design handled by $AMZN AWS in-house Annapurna Labs chip development team and incorporating $SNPS 224G SerDes IP. $SNPS and Alchip have a strategic partnership to jointly strengthen competitiveness in the AI high-performance computing chip sector.""  
[X Link](https://x.com/rwang07/status/1955065136101621871) [@rwang07](/creator/x/rwang07) 2025-08-12T00:33Z 20.2K followers, 3504 engagements


"6) Super interesting. In response to question about $NVDA NVLink Fusion Alchip CEO suggested that NVLink still the best options for scale-up for CSP and NVLink Fusion's progress remained to be seen. "But for CSP I still believe NVLink Fusion will be the show card for that. Yeah. Before they (CSPs) are they can doing all this complete it all the internal solution by themselves I think the easiest way is to adopt the NVLink to do the scale up portion connect to their switch tray. I think that's the easiest way and to to build out this instead of doing a huge investment on all the networking and"  
[X Link](https://x.com/rwang07/status/1955950356615106881) [@rwang07](/creator/x/rwang07) 2025-08-14T11:11Z 20.2K followers, 16.2K engagements


"The reasoning behind this: 1) TPUs general purpose nature on tensor/matrix AI workloads with improving framework and SparseCore support; 2) lower the upfront cost compared to that of Nvidia; 3) TPUs solid performance in large numbers of connected TPU units"  
[X Link](https://x.com/rwang07/status/1961042317391155468) [@rwang07](/creator/x/rwang07) 2025-08-28T12:24Z 20.2K followers, 9341 engagements


"Report: US venture capital firms visit China to study its AI scene as DeepSeek rekindles interest Joshua Kushners Thrive Capital and investment firm Capital Group have in recent months visited China to learn about its artificial intelligence (AI) industry joining a growing number of US investors rekindling interest in the country after DeepSeeks advances stunned Silicon Valley. Senior people at Thrive met companies and funds in China to discuss AI people familiar with their visit to the country said. Kushner did not join the delegation one of the people said asking to remain anonymous"  
[X Link](https://x.com/rwang07/status/1930231897130500417) [@rwang07](/creator/x/rwang07) 2025-06-04T11:55Z 20.2K followers, 8095 engagements


"Memory module maker ADATA Chairman Simon Chen stated that the global memory market is facing an unprecedented shortage (called it "near empty") in DRAM NAND and HDD. These product lines are experiencing simultaneous supply tightness for the first time. The AI boom has driven a surge in demand so strong that the grain bins of the three major upstream suppliers are now nearly empty. He stated bluntly Our competitors in securing supply are no longer our peers in the industry they are now the cloud service provider (CSP) giants. He revealed that current inventories at upstream suppliers are"  
[X Link](https://x.com/rwang07/status/1978040541884412205) [@rwang07](/creator/x/rwang07) 2025-10-14T10:09Z 20.2K followers, 42.2K engagements


"Hanmi Semiconductor Unveiled New Tool Aiming to Enter 2.5D Advanced Packaging. According to reports from Seoul Economic Daily and ZDNet Korea Hanmi has launched a next-generation tool designed specifically for AI semiconductors: the Big-Die Flip Chip Bonder (FC Bonder). The new equipment will be available to customers worldwide and signals a strategic leap into the booming 2.5D packaging sector. The newly unveiled Big-Die FC Bonder is engineered to support significantly larger chip substrates enabling bonding on interposers up to 7575mm far larger than the conventional 2020mm formats used in"  
[X Link](https://x.com/rwang07/status/1972639139037372638) [@rwang07](/creator/x/rwang07) 2025-09-29T12:26Z 20.2K followers, 2300 engagements


"$AAPL iPhone XX series has achieved both strong sales and positive market reception reportedly prompting additional order requests that have energized the Taiwanese supply chain. $TSM is seen as the primary beneficiary as the A19 series chips are built using its third-generation 3nm (N3P) process keeping advanced-node capacity running at full utilization. In addition supply chain sources suggest that some of $AAPL products are also being refreshed further driving TSMCs advanced process capacity to full utilization. Reportedly the iPad Pro and MacBook Pro will feature the M5 chip built on $TSM"  
[X Link](https://x.com/rwang07/status/1977704917587353975) [@rwang07](/creator/x/rwang07) 2025-10-13T11:56Z 20.2K followers, 5598 engagements


"Delta Electronics has been the key power suppy and cooling provider for $NVDA $GOOGL (TPU) and $AWS (Trainium). In June Delta Electronics reported NT$42.208 billion representing a XXXX% month-over-month increase and a XXXXX% year-over-year increasemarking the second-highest monthly revenue on record Delta achieve a new quarterly high revenue ($124.03B XXX% QoQ and XXXX% YoY) in Q2 with first-half revenue also hitting a record for the same period (T$242.954 billion up XXXXX% YOY). The AI severs continue to be the key driver for companies growth with ramp-up of NOT ONLY $NVDA's GB200 but also"  
[X Link](https://x.com/rwang07/status/1943087156034998453) [@rwang07](/creator/x/rwang07) 2025-07-09T23:17Z 20.2K followers, 12.3K engagements


"I did a pretty cool analysis unpacking $AMAT's new Kinex platform (co-developed with $BESI) as well as the future of HBM and Hybrid Bonding. You can download the report here. And thanks for $AMAT senior technical people's feedback always found those convos super helpful"  
[X Link](https://x.com/rwang07/status/1976438175653650875) [@rwang07](/creator/x/rwang07) 2025-10-10T00:02Z 20.2K followers, 12.4K engagements


"1) Memory and Nanya Technology 25Q3 Earnings Call (251013). - Q3 revenue reached NT$18779M up +78.4% QoQ and +130.9% YoY. - Gross margin improved to XXXX% from -XXXX% in Q2 - ASP increased 40+% (next slide)"  
[X Link](https://x.com/rwang07/status/1977702909023236133) [@rwang07](/creator/x/rwang07) 2025-10-13T11:48Z 20.2K followers, 11.5K engagements


"Alibaba has set up new team within its Qwen team to focus on developing robotics and embodied AI"  
[X Link](https://x.com/rwang07/status/1975915418125754600) [@rwang07](/creator/x/rwang07) 2025-10-08T13:25Z 20.2K followers, 3782 engagements


"ASML CEO on OpenAI LoI deal with SK Hynix and Samsung. "I think we a bit careful with how the big announcement can translate into real capacity. Need on the ground. I think the one thing I'd still like to stress one more time is we see the the broadening of the customer base. I think a very important news in that matter because whatever you do is the first set of news. I think we can all agree that we need to make sure that the market will not be supply limited and this has always been a risk with the limited amount of customers supplying AI chips both in logic and DRAM. So I think the"  
[X Link](https://x.com/rwang07/status/1978454311165370647) [@rwang07](/creator/x/rwang07) 2025-10-15T13:34Z 20.2K followers, 20.6K engagements


"@theaustinlyons Why the background photo looks so fire lmao"  
[X Link](https://x.com/rwang07/status/1979233267405721825) [@rwang07](/creator/x/rwang07) 2025-10-17T17:09Z 20.2K followers, XXX engagements


"According to Chinese tech blogger IceUniverse MediaTek's ( next-gen Dimensity 9500 ( $ARM-based) will deliver a major GPU upgrade: energy efficiency is expected to improve by more than XX % over the previous generation peak performance will be top-tier. Even more exciting this years phones could push ray-tracing frame rates beyond XXX FPS for an explosive user experience"  
[X Link](https://x.com/rwang07/status/1952553904689840174) [@rwang07](/creator/x/rwang07) 2025-08-05T02:15Z 20.2K followers, 10.7K engagements


""Altman has been exploring financing alternatives with supply-chain partners people familiar with his meetings said. Such discussions remain in the early stages the people said." He has met with $TSM Samsung SK Hynix and Hon Hai (Foxconn)"  
[X Link](https://x.com/rwang07/status/1974482962671337529) [@rwang07](/creator/x/rwang07) 2025-10-04T14:33Z 20.2K followers, 59.5K engagements


"$MRVL $AMZN and Alchip More conviction from MS on Alchip locking in Trainium X and Trainium X project from AWS. And from MS reports I have been reading over the past a month or two the confidence on this has been increasing. Morgan Stanley: Our foundry supply chain checks indicate the ASIC TAM of Alchip's main customer $AMZN AWS is still expanding while Alchip has secured 3nm and 2nm projects. For 3nm we now expect the 2nd tape-out in July and it will bring in not just additional NRE revenue in 3Q25 but also improve Trainium3 ASIC performance in 2026. In the 2nm Trainium4 ASIC we expect"  
[X Link](https://x.com/rwang07/status/1955238633071636795) [@rwang07](/creator/x/rwang07) 2025-08-12T12:03Z 20.2K followers, 15.2K engagements


"Delta Eletronics can't stop winning. If you haven't followed this company then you should. Morgan Stanley says Delta's September revenue was XX% above our estimate at NT$57.1bn up XX% MoM and XX% YoY a record high. Infrastructure outperformed with XX% MoM growth (+168% YoY) as liquid cooling system revenue in September was above NT$9bn double MoM making a XX% contribution to total revenue"  
[X Link](https://x.com/rwang07/status/1977551716858892349) [@rwang07](/creator/x/rwang07) 2025-10-13T01:47Z 20.2K followers, 9902 engagements


"1. Trainium X shipments in 2026 are tracking ahead of market expectations (around XX million units) especially after the launch of Sonnet XXX which has raised inference demand forecasts. Contrary to market rumors there has been no delay. Specifically Trn3-1 taped out in Q125 and will enter mass production in Q126 while Trn3-2 taped out in Q325 and will enter mass production in Q226. X. Management has just returned from the U.S. after discussions with customers on capacity planning. Reportedly Annapurna has recently asked Alchip to secure additional capacity and all Trn-2 turnkey projects will"  
[X Link](https://x.com/rwang07/status/1973713117059178553) [@rwang07](/creator/x/rwang07) 2025-10-02T11:34Z 20.2K followers, 15.6K engagements


"@racetrack275 Alchip has definitely shown a lot more confidence for months. I think many are aware of that"  
[X Link](https://x.com/rwang07/status/1963147531027980527) [@rwang07](/creator/x/rwang07) 2025-09-03T07:50Z 20.2K followers, XXX engagements


"South Korean AI chip startup Rebellions has raised US$250 million in a Series C round backed by Arm Holdings Plc Samsung Ventures and Pegatron's VC Arm. The most interesting participant here is $ARM. Samsung is expected especially given their partnership in foundry memory and packaging with Samsung. The goal is to be very competitive in the APAC market. Some of the biggest customers of Rebellions are South Korea-based cloud and telecoms companies"  
[X Link](https://x.com/rwang07/status/1973009229377351855) [@rwang07](/creator/x/rwang07) 2025-09-30T12:57Z 20.2K followers, 2855 engagements


"Reference #2 (250829)- $MRVL earnings call:"  
[X Link](https://x.com/rwang07/status/1963258727387029744) [@rwang07](/creator/x/rwang07) 2025-09-03T15:12Z 20.2K followers, 3841 engagements


"Update on $TSM advanced node roadmap in Taiwan and Arizonastate-of-the-art process node (N2 A16 and A14) will be established in Taichung Kaoshiung and Arizona. $NVDA $AMD $AAPL According to supply chain sources Kaohsiung is set to become a major production hub for the 2nm family. All five planned phases (P1P5) of Fab XX will be dedicated to 2nm-class production including the A16 process node that introduces backside power delivery (BSPDN) next year. In addition the company is evaluating the construction of a sixth phase (P6) to support the even more advanced A14 (1.4nm) process. Total"  
[X Link](https://x.com/rwang07/status/1975341530438422608) [@rwang07](/creator/x/rwang07) 2025-10-06T23:24Z 20.2K followers, 4557 engagements


"Taiwanese ASIC Designer GUC Reports September Revenue Surge on Great NRE and Turnkey Growth GUC reported September 2025 revenue of NT$3.61 billion marking a +30.5% MoM and +104.9% YoY increase the companys strongest monthly result since early 2024. Turnkey revenue reached NT$2.09 billion (-4.1% MoM +73.9% YoY) supported by ongoing AI customer tape-outs despite minor timing adjustments. NRE surged to NT$1.52 billion representing a sharp +200.6% MoM and +178.0% YoY rebound driven by multiple 2.5D/CoWoS design ramps tied to next-generation AI accelerators. For Q3 overall the consolidated revenue"  
[X Link](https://x.com/rwang07/status/1975904064530763925) [@rwang07](/creator/x/rwang07) 2025-10-08T12:40Z 20.2K followers, 18.5K engagements


"AMD's deal now looks even more interesting comparing it with $NVDA and $AVGO"  
[X Link](https://x.com/rwang07/status/1977725281373700551) [@rwang07](/creator/x/rwang07) 2025-10-13T13:17Z 20.2K followers, 16.2K engagements


"GF Securities: Re-rate MediaTek (2454) to Hold. ASIC: - $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25 likely due to internal design-team issues. On the positive side the I/O chip is progressing well and may enter wafer production at TSMC. - $META: despite mixed market sentiment we now see $MRVL as more likely to win ARKE given its strong I/O capability and need to broaden its customer base. - "Overall we maintain our forecast for data-center ASIC revenue to reach $1B by end-2026 but we lower our 2027 outlook." SoC: - MediaTek previously guided to double-digit USD"  
[X Link](https://x.com/rwang07/status/1971879744112111997) [@rwang07](/creator/x/rwang07) 2025-09-27T10:09Z 20.2K followers, 7747 engagements


"Wow so $MRVL really is back 🤓"  
[X Link](https://x.com/rwang07/status/1973786571624395148) [@rwang07](/creator/x/rwang07) 2025-10-02T16:26Z 20.2K followers, 3736 engagements


"1) Taiwans leading $NVDA AI server manufacturer and key $AAPL assembler Hon Hai (Foxconn) reported September revenue of NT$837.1 billion up XXXX% MoM and XXXX% YoY marking a new all-time high and the strongest September performance in the companys history. $TSM Its Q3 revenue reached NT$2.057 trillion up XXXX% QoQ and XXXX% YoY setting a record high for any Q3 in the companys history"  
[X Link](https://x.com/rwang07/status/1974808122402177527) [@rwang07](/creator/x/rwang07) 2025-10-05T12:05Z 20.2K followers, 3721 engagements


"Couple important lines from $ASML CEO Christophe Fouquet. 1) "We see continued momentum around customers adopting more EUV layers in both logic and DRAM." 2) "We expect to see China customer demand and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025.""  
[X Link](https://x.com/rwang07/status/1978456916276994471) [@rwang07](/creator/x/rwang07) 2025-10-15T13:44Z 20.2K followers, 2919 engagements


"More updates on MediaTek and $GOOGL TPU from GF Securities. 1) Compute die in final stage of tuning 2) MediaTeks I/O die has been qualified 3) Tape-out scheduled at Sep XX 4) Engineering sample to be in 2Q2 5) Small volume shipment by end-2026"  
[X Link](https://x.com/rwang07/status/1934939258357190676) [@rwang07](/creator/x/rwang07) 2025-06-17T11:40Z 20.2K followers, 5854 engagements


"CLST: Increasing data traffic due to AI server deployments is driving 800G switch upgrades for AI datacentres. $AMZN $Accton (2345 TW). We expect AWS 800G switch demand to accelerate from 4Q25 to meet the surge in data traffic from GPU and in-house ASICs and also thanks to smoother supply of 800G switch chips and components. Accton will be the major supplier of AWS 800G switches as demand continues to strengthen. Increasing engagement with a new key customer on new 800G switch opportunities could become a third leg for business growth. Also we expect Accton to begin to ramp up 800G switches"  
[X Link](https://x.com/rwang07/status/1971930558067335274) [@rwang07](/creator/x/rwang07) 2025-09-27T13:30Z 20.2K followers, 8654 engagements


"GF Securities has interesting assessment on $INTC 18A/14A- $TSM N2P collaboration on Nova Lake and Razor Lake"  
[X Link](https://x.com/rwang07/status/1934446072157421865) [@rwang07](/creator/x/rwang07) 2025-06-16T03:00Z 20.2K followers, 2963 engagements


"These incremental advancements are proving that Jensen's announcement of NVLink Fusion in May has been gaining momentum in the industry despite some initial doubt a few months ago. $NVDA This guy's vision has been pretty spot on"  
[X Link](https://x.com/rwang07/status/1977889361959031047) [@rwang07](/creator/x/rwang07) 2025-10-14T00:09Z 20.2K followers, 10.4K engagements


"$CIEN to Acquire Nubis Communications. Ciena has traditionally focused on data center interconnect (DCI) solutions. It is now aiming to extend its reach into intra-data center networking through the acquisition of Nubis Communications. Nubis should bring some expertise in CPO NPO and ACC. Market: With this acquisition $CIEN aims to move beyond the DCI segment into the fast-growing market for intra-data center optical connectivitywhich is vital for AI cluster scaling and rack-to-rack communication. IPs: Ciena should gain access to Nubiss high-bandwidth low-power optical interconnect IP helping"  
[X Link](https://x.com/rwang07/status/1976611448445882725) [@rwang07](/creator/x/rwang07) 2025-10-10T11:31Z 20.2K followers, 2120 engagements


"Report: China's 28nm foundry capacity to hit XX% by 2027 as SMIC HLMC Nexchip ramp up China is rapidly expanding mature-node chip production at key sites including SMIC's fabs in Beijing Shenzhen Shanghai Lingang and Xiqing; Hua Hong Semiconductor's phase-two 12-inch fab in Wuxi; Nexchip Semiconductor's N3 facility; and the second-phase 12-inch project by Beijing Yandong Micro Electronic. With these ongoing investments analysts estimate China's global share of 28nm capacity could exceed XX% by 2027. Omdia reports that while mature-node expansion is sluggish outside China domestic foundries"  
[X Link](https://x.com/rwang07/status/1919499366953324713) [@rwang07](/creator/x/rwang07) 2025-05-05T21:08Z 20.2K followers, 2829 engagements


"6) Shifting focus from Hon Hai another major AI server assembler Wistron is also expected to ship more AI racks than previously anticipated. The companys (both Wistron and Wiwynn based on author's understanding) order visibility now extends through 2027 and based on my understanding demand from its CSP and AI lab customers remains exceptionally strong"  
[X Link](https://x.com/rwang07/status/1974808132611104976) [@rwang07](/creator/x/rwang07) 2025-10-05T12:05Z 20.2K followers, 3566 engagements


"Chinas leading market regulatory agency SAMR has launched an antitrust investigation into $QCOM over its acquisition of Autotalks citing failure to file the transaction under Chinas Anti-Monopoly Law"  
[X Link](https://x.com/rwang07/status/1976601813551022580) [@rwang07](/creator/x/rwang07) 2025-10-10T10:52Z 20.1K followers, 2243 engagements


"Bloomberg reported that Huawei's Ascend 910C consists of HBM2E from SK Hynix and Samsung as well as logic die from $TSM citing TechInsight's research"  
[X Link](https://x.com/rwang07/status/1974063826632131027) [@rwang07](/creator/x/rwang07) 2025-10-03T10:47Z 20.2K followers, 3699 engagements


"GF Securities: The bearish view on $MU HBM4 is weakeningOur previous concerns about Micron mainly centered on the certification of its HBM4 product. We note that despite the current low yields Micron has indeed provided NVIDIA with samples of its 11Gbps HBM4. We recommend closely monitoring yield improvement progress while we forecast that production in the first half of 2026 will remain limitedabout two quarters behind SK"  
[X Link](https://x.com/rwang07/status/1971384015589462391) [@rwang07](/creator/x/rwang07) 2025-09-26T01:19Z 20.2K followers, 24.1K engagements


"Taiwanese advanced packaing leader ASE Technology reported its Augsut revenue reaching NT$56.4B up XXX MoM and XXX% YoYthe highest monthly revenue in XX months. Cumulative revenue from January to August reached NT$406.9B up XXXX% YoY. ASE stated that in addition to significant growth in advanced packaging and testing this year traditional packaging has also performed better than last year. The companys target is to increase advanced packaging and testing revenue by US$1 billion over 2024 levels with the overall growth trend expected to continue beyond 2026. ASE is actively expanding its"  
[X Link](https://x.com/rwang07/status/1965935945498456105) [@rwang07](/creator/x/rwang07) 2025-09-11T00:30Z 20.2K followers, 2948 engagements


"Key Quotes from $DELL COO Jeff Clarke: "The company unveiled a long-term financial framework that calls for sales to rise at a rate of X% to X% annually for the next four years while earnings per share excluding some items will increase XX% or more. We were all wrong how big we thought the AI market was two years ago and its nothing but bigger." It's probably not that surprising for $DELL's breakout this Q because data points from its close supply chain partners have been great"  
[X Link](https://x.com/rwang07/status/1975547119378321572) [@rwang07](/creator/x/rwang07) 2025-10-07T13:01Z 20.2K followers, 31.3K engagements


"Following the GB10 Gracewell Superchip developed for NVIDIAs DGX Spark collaboration MediaTek is reportedly extending its partnership with $NVDIA to co-develop a new PC processor aimed at capturing share in the PC market"  
[X Link](https://x.com/rwang07/status/1975555049058410856) [@rwang07](/creator/x/rwang07) 2025-10-07T13:33Z 20.2K followers, 2655 engagements


"Jeffries says they found NO evidence that $TER enters $NVDA Rubin supply chain (referring chip testing). Interesting. $avantest"  
[X Link](https://x.com/rwang07/status/1978154793169199257) [@rwang07](/creator/x/rwang07) 2025-10-14T17:43Z 20.2K followers, 3111 engagements


"$AMAT will offer integrated solutions for front end and integrated hybrid bonder from $BESI. Essentially the goal is to minimize wafer queue time across each process step"  
[X Link](https://x.com/rwang07/status/1975599217591918931) [@rwang07](/creator/x/rwang07) 2025-10-07T16:28Z 20.2K followers, 7673 engagements


"$TSM CEO C.C. Wei: "Externally we work closely with our customers and our customers' customer to plan our capacity. We have more than XXX different customers across all the end market segments. In addition as process technology complexity increases the engagement lead time with customer is now at least X to X years in advance.""  
[X Link](https://x.com/rwang07/status/1978817015977844800) [@rwang07](/creator/x/rwang07) 2025-10-16T13:35Z 20.2K followers, 2833 engagements


"$NVDA's power supplier Delta Electronics announced NT$7.2 billion investment in projects in India and Thailand aiming to expand its production capacity and global manufacturing footprint. In particular the company is aiming to expand production capacity in Thailand"  
[X Link](https://x.com/rwang07/status/1949439814132195475) [@rwang07](/creator/x/rwang07) 2025-07-27T12:00Z 20.2K followers, 1569 engagements


"Now people are modeling 50B capex for $TSM '26 🤯"  
[X Link](https://x.com/rwang07/status/1978493200982491391) [@rwang07](/creator/x/rwang07) 2025-10-15T16:08Z 20.2K followers, 12.1K engagements


"Western Digital plans US$1 billion investment in Japan over the next X years to strengthen next-generation HDD technology and production processes. According to Nikkei Asia WD's R&D center in Fujisawa City Kanagawa Prefecture remains one of the company's key innovation hubs. Japan also serves as a critical source for WD's supply chain providing roughly XX% of its components. In fiscal year 2025 the company expects to spend US$1.5 billion with Japanese suppliers and partners a figure projected to grow in the coming years. The investment comes amid surging demand for data center storage driven"  
[X Link](https://x.com/rwang07/status/1973709431700418834) [@rwang07](/creator/x/rwang07) 2025-10-02T11:19Z 20.2K followers, 3085 engagements


"GF Securities on Memory. 1) $NVDA has negotiated a XX% price cut for HBM3e-12Hi with the new pricing to take effect starting 4Q25. 2) Our checks indicate $NVDA is pushing for a higher data transfer rate on HBM4 from 8Gbps to 9Gbps. Since Microns HBM4 design continues to use a DRAM base die rather than a logic base die meeting this specification is more challenging. We have already witnessed Micron delaying some of its HBM investment as a result. 3) With Samsungs 1c process now achieving yields-rate above XX% we see increasing likelihood of Samsung securing HBM4 qualification potentially as"  
[X Link](https://x.com/rwang07/status/1965740100358492622) [@rwang07](/creator/x/rwang07) 2025-09-10T11:32Z 20.2K followers, 82.3K engagements


"Hanmi Semiconductor establishes a local entity in Singapore to provide on-site support for $MU amid Micron's expansion in Singapore. Hanmi Singapore will deploy senior engineers locally to offer fast and professional service. Hanmi has provided close support to Micron Taichung factory in Taiwan through its Taiwanese subsidiary Hanmi Taiwan. To expand HBM capacity Micron broke ground in January 2025 in Singapore's Woodlands area investing US$7 billion to build an advanced packaging facility with plans to start HBM production there from 2027"  
[X Link](https://x.com/rwang07/status/1975153284190028152) [@rwang07](/creator/x/rwang07) 2025-10-06T10:56Z 20.2K followers, 3187 engagements


"1) Jefferies says the ramp of $NVDA Blackwell continues to progress with B300 layering in October. Bottom-up supply chain check suggests $9B networking revenue for $NVDA for October vs. consensus $6.4B"  
[X Link](https://x.com/rwang07/status/1958488183026405762) [@rwang07](/creator/x/rwang07) 2025-08-21T11:15Z 20.2K followers, 39.1K engagements


"It's not a secret that Mediatek is on $META's final short list for the design service for its ASIC but it is interesting that Bernstein suggested that the company is also in earlier stage discussion with $MSFT and ByteDance (less surprising to me haha)"  
[X Link](https://x.com/rwang07/status/1952699526730461432) [@rwang07](/creator/x/rwang07) 2025-08-05T11:53Z 20.2K followers, 9575 engagements


"4) Key companies in photoresist and materials will be important too. JSR Tokyo Ohka Kogyo Sumitomo Chemical Shin-Etsu Chemical"  
[X Link](https://x.com/rwang07/status/1978814864974848395) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.2K followers, 1425 engagements


"2) Alchip management insists that the 3nm project in ON TRACK. The revenue of 3nm project will kick in on schedule"  
[X Link](https://x.com/rwang07/status/1955950347286962408) [@rwang07](/creator/x/rwang07) 2025-08-14T11:11Z 20.2K followers, XXX engagements


"Hon Hai (Foxconn) is aggressively raising wages to recruit workers and accelerate production and shipments of the upcoming $AAPL iPhone XX. Hon Hai's Zhengzhou factory has been offering heavy incentives since late July to attract staff pushing for maximum production in the final stage to prepare for year-end peak demand"  
[X Link](https://x.com/rwang07/status/1962656323771998462) [@rwang07](/creator/x/rwang07) 2025-09-01T23:18Z 20.2K followers, 2593 engagements


"Very interesting note will be an incremental one if true. GF Securities' note suggests that SK Hynix has increased its 2026 CapEx growth target from XX% YoY to nearly 30%.""  
[X Link](https://x.com/rwang07/status/1978458154070405461) [@rwang07](/creator/x/rwang07) 2025-10-15T13:49Z 20.2K followers, 25.2K engagements


"7) My previous note on MS' increasinly conviction on Alchip won over T3 and T4 from $AMZN"  
[X Link](https://x.com/rwang07/status/1955950358225617210) [@rwang07](/creator/x/rwang07) 2025-08-14T11:11Z 20.2K followers, 1923 engagements


"$NVDA CEO: "Im surprised that they ( $AMD) would give away XX% of the company before they even built it. And so anyhow its clever I guess.""  
[X Link](https://x.com/rwang07/status/1975911181379678534) [@rwang07](/creator/x/rwang07) 2025-10-08T13:08Z 20.2K followers, 64.8K engagements


"BIG: OpenAI has struck a landmark deal with $AMD gaining up to a XX% stake in the $270B chipmaker in exchange for roughly 6GW worth of AMD GPUs OpenAI will deploy X gigawatts of $AMD Instinct graphics processing units over multiple years and across multiple generations of hardware the companies said Monday. It will kick off with an initial X gigawatt rollout of chips in the second half of 2026"  
[X Link](https://x.com/rwang07/status/1975155429605863701) [@rwang07](/creator/x/rwang07) 2025-10-06T11:05Z 20.2K followers, 23.5K engagements


"MediaTek reports its revenue of NT$43.22 billion for July down XXXX% YoY and XXXXX% MoM. Cumulative revenue for the first seven months of this year reached NT$346.901 billion up XXXXX% YoY. The eased impact of Chinese consumer electronics subsidies along with tariff uncertainties and foreign exchange fluctuations could be contributing factors. Early Q4 should see the launch of MTK's new chip tho which could a fresh growth driver for the firm moving in Q4 and Q1 26'"  
[X Link](https://x.com/rwang07/status/1953772721139052727) [@rwang07](/creator/x/rwang07) 2025-08-08T10:58Z 20.2K followers, 8385 engagements


"5) Based on recent downstream supply chain data AI demand remains very strong with positive sentiment and great forward-looking visibility across the industry. Q4 will see some ramp of $NVDA GB300 (Blackwell Ultra) while even higher shipments of GB200 with better yield. This should be good forboth $NVDA and its downstream supply chain partners"  
[X Link](https://x.com/rwang07/status/1974808130904097237) [@rwang07](/creator/x/rwang07) 2025-10-05T12:05Z 20.2K followers, XXX engagements


"1) Alchip expressed more optimism toward 2nm project (assumed it's Trainium X here) and 3nm project's mass production (assumed it's Trainium 3) is set to start in late Q1 XX. $MRVL. MS views are increasingly positive and compelled"  
[X Link](https://x.com/rwang07/status/1955950345101684872) [@rwang07](/creator/x/rwang07) 2025-08-14T11:11Z 20.2K followers, 25.9K engagements


"The bigger takeaways is $NVDA's NVLink Fusion ecosystem just add X new partners in less than X monthsGUC Intel and Samsung. It's Jensen's world we are living in it"  
[X Link](https://x.com/rwang07/status/1977888545407652339) [@rwang07](/creator/x/rwang07) 2025-10-14T00:05Z 20.2K followers, 20.9K engagements


"Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as customers accelerate their product launch timelines TSMC can no longer expand advanced packaging capacity in the same step-by-step way as before. Sometimes the schedule must be compressed to just one year or even within three quarters to ramp capacity to peak levels. In other words equipment must be installed before the"  
[X Link](https://x.com/rwang07/status/1965580528264118707) [@rwang07](/creator/x/rwang07) 2025-09-10T00:58Z 20.2K followers, 9809 engagements


"UBS also raised $TSM CoWoS forecasts for XX fwiw"  
[X Link](https://x.com/rwang07/status/1976070652735238149) [@rwang07](/creator/x/rwang07) 2025-10-08T23:42Z 20.2K followers, 17.4K engagements


"1) Delta Electronics and $VRT at OCP today with 800V VDC announcements (I am not there in OCP yet just their announcement in my inbox lol)"  
[X Link](https://x.com/rwang07/status/1977894062628782284) [@rwang07](/creator/x/rwang07) 2025-10-14T00:27Z 20.2K followers, 3217 engagements


"$TSM CEO C.C. Wei on CoWoS Capacity: "Talking about the CoWoS capacity all I can say is continue the X months ago we are working very hard to narrow the gap between the demand and supply. We are still working to increase the capacity in 2026. The real number we probably update you next year. Today all I want to say about the AI everything related like front-end and back-end capacity is very tight""  
[X Link](https://x.com/rwang07/status/1978822982954078284) [@rwang07](/creator/x/rwang07) 2025-10-16T13:58Z 20.2K followers, 5330 engagements


"$AMAT expects a $XXX million hit to its revenue from new export restrictions published by U.S. government. Applied Materials said the new rule would restrict its ability to export certain products to Chinese customers without a license. The company said the new rules would hurt Q4 revenue by $110M and 2026 revenue by $600M"  
[X Link](https://x.com/rwang07/status/1973879855851946022) [@rwang07](/creator/x/rwang07) 2025-10-02T22:36Z 20.2K followers, 20K engagements


"Key companies in the Taiwanese supply chain set to benefit from the migration from HBM3E to HBM4 (these are well known to me but good to share here because they could be niche names for some) OSTA: ASE Technology Holding SPIL (Siliconware Precision Industries) and Powertech Technology ABF: Unimicron Nanya PCB and Kinsus"  
[X Link](https://x.com/rwang07/status/1971376663641387300) [@rwang07](/creator/x/rwang07) 2025-09-26T00:49Z 20.2K followers, 3992 engagements


"Morgan Stanley now believes that it is not longer debate about Alchip winning the Trainium X while $MRVL focuses on XPU-attach socket. MS also called it "puzzling" regarding the decreasing revenue of $ MRVL. According to its estimate it implies the T2 shipment is about X million at an ASP $1500 which implies $1.5B revenue"  
[X Link](https://x.com/rwang07/status/1963146336905380044) [@rwang07](/creator/x/rwang07) 2025-09-03T07:45Z 20.2K followers, 17.9K engagements


"$AMZN Trainium Alchip and ASIC challenges. $AMZN Trainium X product will gradually enter mass production at the end of Q4 using a 3nm process. According to the supply chain Alchip is raising its advanced packaging demand forecast for next year with growth reaching 25%. This signals strong ASIC demand which is expected to significantly boost operations in 2026. Reportedly plans for the 4th gen product have already been finalized with Alchip securing the back-end design. Industry estimates suggest mass production could begin as early as mid-2028. Industry sources revealed that Trainium X is"  
[X Link](https://x.com/rwang07/status/1955064900482388441) [@rwang07](/creator/x/rwang07) 2025-08-12T00:32Z 20.2K followers, 6694 engagements


"Switches are the real key here. $ALAB should take a W here. If $AMD ultimately uses $AVGO scale-up solutions will be FUNNY"  
[X Link](https://x.com/rwang07/status/1975330118467039395) [@rwang07](/creator/x/rwang07) 2025-10-06T22:39Z 20.2K followers, 19.2K engagements


"$AMAT launches Kinex Bonding System an integrated hybrid bonding platform co-developed with $BESI advancing next-gen 3D packaging"  
[X Link](https://x.com/rwang07/status/1975598678166675891) [@rwang07](/creator/x/rwang07) 2025-10-07T16:26Z 20.2K followers, 18.3K engagements


"Samsung Electronics Q3 2025 Earnings Review Sales: KRW XX trillion (8.7% YoY XXX% above consensus) Operating profit: KRW XXXX trillion (31.8% YoY XXXX% above consensus)"  
[X Link](https://x.com/rwang07/status/1977870727136022730) [@rwang07](/creator/x/rwang07) 2025-10-13T22:55Z 20.2K followers, 6046 engagements


"$NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 backlog so strong its running out of factories and racing to build more. WiWynn Chairwoman Emily Hong said yesterday that the companys current backlog of AI server orders is so strong that it needs to aggressively build more factories. Even with facilities in both Taiwan and the U.S. capacity remains insufficient requiring additional site searches and contingency planning. She noted that AI server order visibility extends through 2027 with major customers continuing to ramp up investment in"  
[X Link](https://x.com/rwang07/status/1973873740078358759) [@rwang07](/creator/x/rwang07) 2025-10-02T22:12Z 20.2K followers, 51.1K engagements


"Earnings call in few weeks expect this question will come up"  
[X Link](https://x.com/rwang07/status/1978155786426535989) [@rwang07](/creator/x/rwang07) 2025-10-14T17:47Z 20.2K followers, 1812 engagements


"Nomura: "Note that we continue to hold the view that Alchip will be the project owner with $AMZN TRN3 chip tapingout in Feb 2025 (for system verification purpose) and July 2025 (for mass production) respectively in TSMC. However according to our industry survey we also noticed that $MRVL is working on another back-end design of the same Trainium X front-endchip using non-TSMC OSAT partners.""  
[X Link](https://x.com/rwang07/status/1956684945318936674) [@rwang07](/creator/x/rwang07) 2025-08-16T11:50Z 20.2K followers, 10.1K engagements


"@zephyr_z9 @menhguin $COHR growth is actually not that much compared to $LITE. So I think that's low key opp"  
[X Link](https://x.com/rwang07/status/1970296083549925508) [@rwang07](/creator/x/rwang07) 2025-09-23T01:16Z 20.2K followers, 1011 engagements


"2) $TSM's foundry ecosystem partner and supply chain can be very complex. But here is a list of companies you should follow. Companies working on cleanrooms gas/chemicals and automation have been benefited in the first place (have already) That includes companies like UIS (cleanroom and MEP) L&K Engineering (EPC and cleanroom) Panion & BF Biotech Inc (gas and chemical supply system) Marketech International (fab integration and EPC) King Design Industrial (automation). There are more companies doing this. But that's it for today"  
[X Link](https://x.com/rwang07/status/1978814858973122565) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.2K followers, XXX engagements


"First time to $NVDA HQ bruh this is beyond insane lol"  
[X Link](https://x.com/rwang07/status/1978866635533422799) [@rwang07](/creator/x/rwang07) 2025-10-16T16:52Z 20.2K followers, 12.8K engagements


""Last month major brokerages (I think it's MS lol) already revised next years capacity forecast upward to 100k wafers per month. $TSM $NVDA Currently the Phase X cleanroom space of the P8A fab is ready and if demand is confirmed total capacity could be expanded further to 110k to 120k wafers per month.""  
[X Link](https://x.com/rwang07/status/1976089306931327043) [@rwang07](/creator/x/rwang07) 2025-10-09T00:56Z 20.2K followers, 4780 engagements


"Some update on MediaTek: MediaTek reported September consolidated revenue of NT$54.33 billion up XX% MoM and XXXX% YoY. For the first three quarters of 2025 cumulative consolidated revenue totaled NT$445.78B which is up XXXX% from the same period last year. In Q3 2025 its total revenue reached NT$142.09B down XXX% QoQ but up XXX% YoY. This is better than its earlier guidance of a 7%13% sequential decline (partly due to better-than-expected FX in Q3 than Q2). On the AI ASIC front in specific few sell-side notes and industry checks suggest that MediaTeks custom ASIC project with Google ( $GOOGL"  
[X Link](https://x.com/rwang07/status/1976605596120957100) [@rwang07](/creator/x/rwang07) 2025-10-10T11:07Z 20.2K followers, 22.5K engagements


"Macquarie on Alchip and $MRVL: "In response to questions of its Taiwanese competitor also potentially having a 3nm project with same customer Marvell said that it is possible and likely that the customer""  
[X Link](https://x.com/rwang07/status/1929883061014946190) [@rwang07](/creator/x/rwang07) 2025-06-03T12:49Z 20.2K followers, 2229 engagements


"1) FT reported Cambricon's jumped XX% to an ATH taking the companys market cap past Rmb500bn ($70bn) for the first time. (Cambricon roadmap on 2nd tweet). 70B is something. Its value has more than quadrupled in the past year (check attached tweet) SMIC and Hua Hong Semi up XX% and XX% respectively"  
[X Link](https://x.com/rwang07/status/1958853818482860410) [@rwang07](/creator/x/rwang07) 2025-08-22T11:28Z 20.2K followers, 33.6K engagements


"1) On the point about CAPEX given the acceleration of $TSM U.S. fab buildout its continued commitment to expanding capacity in Taiwan and the recent land purchases in Arizona these developments should meaningfully benefit $TSM broader ecosystem of partners. The capex in '25 is not 38-42 anymore it is 40-42. $TSM CFO Jen-Chau Huang: "We are narrowing the range of our 2025 CapEx to be between USD XX billion and USD XX billion as compared to USD XX billion to USD XX billion previously""  
[X Link](https://x.com/rwang07/status/1978814856481644553) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.2K followers, 25.3K engagements


"$ORCL Principal Financial Officer Doug Keering: "Building on that along with the RPO backlog that we've already signed the customer opportunity pipeline and the strength of our competitive differentiators we see much more revenue upside in the next five years than just a year ago. Our updated revenue target is to reach $225B by fiscal year 2030. This represents a CAGR of over XX% over the next five years. Our pipeline is very deep and we could see more large scale opportunities signed over the next XX months which could change this forecast and outlook further.""  
[X Link](https://x.com/rwang07/status/1979176685439455634) [@rwang07](/creator/x/rwang07) 2025-10-17T13:24Z 20.2K followers, 6485 engagements


"$TSM management in Hsinchu Taiwan"  
[X Link](https://x.com/rwang07/status/1975169162969305349) [@rwang07](/creator/x/rwang07) 2025-10-06T11:59Z 20.2K followers, 2873 engagements


"Alchip reported September consolidated revenue of NT$1.674 billion the lowest level since March 2023 -XXXX% MoM and -XXXX% YoY"  
[X Link](https://x.com/rwang07/status/1978044901779493201) [@rwang07](/creator/x/rwang07) 2025-10-14T10:27Z 20.2K followers, 3355 engagements


"Acer CEO Jason Chen stated that if people focus on how $NVDA investment in $INTC impacts $TSM they are missing the point. For PC brands the more pressing concern is the new variables this move introduces. With potentially more than two x86 CPU suppliers and multiple generations of processors in play future procurement and inventory management for PC brands will become significantly more complex. - Supply Chain Complexity The x86 ecosystem is entering a new phase of fragmentation as multiple processor generations and vendors coexist. With Nvidias investment in Intel and potential new entrants"  
[X Link](https://x.com/rwang07/status/1975152137135849675) [@rwang07](/creator/x/rwang07) 2025-10-06T10:52Z 20.2K followers, 24.2K engagements


"ibiden (4064 JP) raise full-year guidance and substrate orders from AI servers has far exceeded the expectation drvien by AI demand (GPU+ASIC) although the substrate orders for traditional server and PC according to management's comment. The company reported that strong orders for generative-AI servers drove its Electronics segment (including PCBs and IC substrates) to post a XXXX % YoY revenue jump to XXXXXX billion last quarter with operating profit surging XXXXX % to XXXXXX billion. In contrast revenue in the Ceramics segment (which includes diesel particulate filters for automobiles) fell"  
[X Link](https://x.com/rwang07/status/1952324427615482251) [@rwang07](/creator/x/rwang07) 2025-08-04T11:03Z 20.2K followers, 6398 engagements


"Harlen gonna ask some spicy questions to $MRVL today"  
[X Link](https://x.com/rwang07/status/1970812663530946691) [@rwang07](/creator/x/rwang07) 2025-09-24T11:28Z 20.2K followers, 3295 engagements


"$NVDA: "$3-4 Trillion AI Infrastructure Spend by 2030""  
[X Link](https://x.com/rwang07/status/1976416351234425300) [@rwang07](/creator/x/rwang07) 2025-10-09T22:35Z 20.2K followers, 38.1K engagements


"2) $VRT and Delta are in some ways competitorsbut their businesses dont fully overlap given the distinct white space and gray space each occupies in the market. However these two "spaces" are converging gradually"  
[X Link](https://x.com/rwang07/status/1977894064675512385) [@rwang07](/creator/x/rwang07) 2025-10-14T00:27Z 20.2K followers, 2132 engagements


"@PatrickMoorhead That's right in the ball park some analysts are modeling up to 50B capex for '26"  
[X Link](https://x.com/rwang07/status/1978844369131110578) [@rwang07](/creator/x/rwang07) 2025-10-16T15:23Z 20.2K followers, XXX engagements


"The confidence level from Alchip (see attached series of tweets) and $MRVL is interesting. Leave ultimate judgment to you. JP Morgan Harlan Sur: "You know the noise level out of Asia on your lead customers' follow-on 3nm XPU program continues at this deafening pace right With your Asia competitor they're essentially claiming victory on 3nm. So what's the update with Marvell's 3nm XPU follow-on program with your lead customer I think last earnings call Matt you talked about securing 3-nanometer wafer capacity packaging capacity production in calendar '26. Is this program still tracking""  
[X Link](https://x.com/rwang07/status/1961249528671342955) [@rwang07](/creator/x/rwang07) 2025-08-29T02:08Z 20.2K followers, 27.8K engagements


"Landed SF open Robinhood $ALAB down 13%😂"  
[X Link](https://x.com/rwang07/status/1978141868018799081) [@rwang07](/creator/x/rwang07) 2025-10-14T16:52Z 20.2K followers, 3493 engagements


"MediaTek has reportedly secured design wins for $AAPL upcoming Beats headphones and previously reported for the Apple Watch S11. "MediaTek is previously reportedly joining $AAPL supply chain with its 5G data chip said to be adopted in the upcoming $AAPL Watch Series XX. In addition supply chain sources revealed that MediaTek will also supply True Wireless Stereo chips for Apples Beats headphones.""  
[X Link](https://x.com/rwang07/status/1977523948498890816) [@rwang07](/creator/x/rwang07) 2025-10-12T23:57Z 20.2K followers, 3067 engagements


"@Srasgon It is 😭 literally star war ship landed somewhere in San Jose"  
[X Link](https://x.com/rwang07/status/1978887471300518355) [@rwang07](/creator/x/rwang07) 2025-10-16T18:15Z 20.2K followers, XXX engagements


"Some incremental development in the $NVDA GPU and $GOOGL TPU noted by GF Securities. VR XXX Switch tray upgrade should be well-known already. 1) PCB content in VR200 to increase to $1050/GPU vs $400/GPU for GB200 2) Shengyi Tech has gained market share from EMC and is now the largest supplier for $NVDA GB300 switch tray. Shengyi also enters $GOOGL CPU supply chain. 3) EMC is now the only supplier qualified for M9 for VR200 and gaining share from Panasonic for $GOOGL TPU v7"  
[X Link](https://x.com/rwang07/status/1977691303442862186) [@rwang07](/creator/x/rwang07) 2025-10-13T11:02Z 20.2K followers, 133.6K engagements


"3) WFE companies are rather familiar (including Deposition (CVD/PVD) Lithography Etch Implantation CMP/Polishing). Companies includes: TEL $AMAT $LRCX $ASML Canon Sumitomo ULVAC"  
[X Link](https://x.com/rwang07/status/1978814861887877482) [@rwang07](/creator/x/rwang07) 2025-10-16T13:26Z 20.2K followers, XXX engagements


"@AnalysisOp Oh yeah no surprise. But ASE mostly work with TSM in Taiwan for now tho. Running the oS part"  
[X Link](https://x.com/rwang07/status/1978847526607356281) [@rwang07](/creator/x/rwang07) 2025-10-16T15:36Z 20.2K followers, XXX engagements


"Earnings call late October"  
[X Link](https://x.com/rwang07/status/1975906757164863514) [@rwang07](/creator/x/rwang07) 2025-10-08T12:50Z 20.2K followers, 1423 engagements


"Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at it)"  
[X Link](https://x.com/rwang07/status/1973723068007903452) [@rwang07](/creator/x/rwang07) 2025-10-02T12:13Z 20.1K followers, 6446 engagements


"Bearish UALink. Lunch is likely to get eaten by Hock and Jensen. $CRDO somehow get benefited by working with $AVGO (and todays deal with OpenAI 👀"  
[X Link](https://x.com/rwang07/status/1977887994666176577) [@rwang07](/creator/x/rwang07) 2025-10-14T00:03Z 20.2K followers, 28.5K engagements


"$TSM CEO C.C Wei: "The AI demand actually continue to be very strong it's more -- more stronger than we thought X months ago okay" "So the CAGR we.previously we announced is about mid-40s. It's still.it's a little bit better than that." "Today the number are insane.""  
[X Link](https://x.com/rwang07/status/1978818709230596418) [@rwang07](/creator/x/rwang07) 2025-10-16T13:41Z 20.2K followers, 13.9K engagements