[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Daniel Newman [@danielnewmanUV](/creator/twitter/danielnewmanUV) on x 57.2K followers Created: 2025-07-15 13:59:09 UTC $NVDA started the domino of AI upside as the China market has re-opened for business. Here is our @FuturumEquities quick read on the impact and winners👇🏻 • NVIDIA : China was offline. Now it’s back -- & H20 sales alone could add $5B per quarter. • $AMD: China’s inference stack needs alternatives -- AMD’s open platform is ready to scale. • $TSM: Every H20 is built at TSMC -- CoWoS packaging ramps as orders flood back in. • $ASML: More chips means more EUV -- especially high-NA tools for next-gen inference nodes. • $MU: Inference is memory-hungry -- China’s return drives demand for Micron’s HBM & GDDR6X. • $AVGO: NVIDIA clusters run on Broadcom interconnects -- AI rack demand now surging in China. • $ARM: Arm CPUs anchor China’s AI servers -- more buildouts mean more licensing & lock-in. XXXXXX engagements  **Related Topics** [$tsm](/topic/$tsm) [inference](/topic/inference) [$amd](/topic/$amd) [$5b](/topic/$5b) [china](/topic/china) [coins ai](/topic/coins-ai) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/danielnewmanUV/status/1945120959314141508)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Daniel Newman @danielnewmanUV on x 57.2K followers
Created: 2025-07-15 13:59:09 UTC
$NVDA started the domino of AI upside as the China market has re-opened for business.
Here is our @FuturumEquities quick read on the impact and winners👇🏻
• NVIDIA : China was offline. Now it’s back -- & H20 sales alone could add $5B per quarter. • $AMD: China’s inference stack needs alternatives -- AMD’s open platform is ready to scale. • $TSM: Every H20 is built at TSMC -- CoWoS packaging ramps as orders flood back in. • $ASML: More chips means more EUV -- especially high-NA tools for next-gen inference nodes. • $MU: Inference is memory-hungry -- China’s return drives demand for Micron’s HBM & GDDR6X. • $AVGO: NVIDIA clusters run on Broadcom interconnects -- AI rack demand now surging in China. • $ARM: Arm CPUs anchor China’s AI servers -- more buildouts mean more licensing & lock-in.
XXXXXX engagements
Related Topics $tsm inference $amd $5b china coins ai $nvda stocks technology