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Chips & SaaS
RT @dnystedt: TSMC’s 2nm capacity is almost fully booked by top-tier clients, media report:
2026
Apple, Qualcomm 2nm smartphone chips
AMD 2nm CPU
2027
AMD MI-series GPUs on 2nm
Google 8th-gen TPU AI chip in Q3
AWS Trainium 4 AI chip in Q4
2028
Nvidia Feynman GPU on TSMC’s A16 process $TSM $AAPL $QCOM $AMD $GOOGL $AMZN $NVDA #semiconductors #semiconductor https://t.co/kTnH81np1B
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RT @dnystedt: TSMC’s 2nm capacity is almost fully booked by top-tier clients, media report:
2026
Apple, Qualcomm 2nm smartphone chips
AMD 2nm CPU
2027
AMD MI-series GPUs on 2nm
Google 8th-gen TPU AI chip in Q3
AWS Trainium 4 AI chip in Q4
2028
Nvidia Feynman GPU on TSMC’s A16 process $TSM $AAPL $QCOM $AMD $GOOGL $AMZN $NVDA #semiconductors #semiconductor https://t.co/kTnH81np1B
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Chips & SaaS
RT @semivision_tw: 🤑NVIDIA CEO Jensen Huang has wrapped up his Taiwan visit and departed his hotel at noon today (the 2nd) to catch a flight back to the U.S.
Just before leaving, he delivered a major surprise to Taiwan’s tech fans and investors. Huang personally confirmed that he will attend Computex Taipei 2026 this June, and hinted that there will be a “very important” technology announcement at the event.
Even before the show begins, the news has already ignited widespread buzz.
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RT @semivision_tw: 🤑NVIDIA CEO Jensen Huang has wrapped up his Taiwan visit and departed his hotel at noon today (the 2nd) to catch a flight back to the U.S.
Just before leaving, he delivered a major surprise to Taiwan’s tech fans and investors. Huang personally confirmed that he will attend Computex Taipei 2026 this June, and hinted that there will be a “very important” technology announcement at the event.
Even before the show begins, the news has already ignited widespread buzz.
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Chips & SaaS
RT @TheStalwart: "Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales." https://t.co/7GCycPmPJB
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RT @TheStalwart: "Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales." https://t.co/7GCycPmPJB
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Chips & SaaS
RT @wallstengine: South Korea’s Kospi fell 5.3% (its biggest drop since April), with Samsung Electronics and SK hynix down more than 6% each and futures triggering a halt in program trading. https://t.co/ozp24Npyrq
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RT @wallstengine: South Korea’s Kospi fell 5.3% (its biggest drop since April), with Samsung Electronics and SK hynix down more than 6% each and futures triggering a halt in program trading. https://t.co/ozp24Npyrq
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Chips & SaaS
1/5 Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)
2/2 $FN $RMBS
2/3 $AMD $CRUS $LITE $NXPI $SIMO $SWKS
Pre-mkt $TER
2/4 $ARM $COHR $FORM $KLIC $PTC $QCOM $SITM $WOLF
Pre-mkt $VSH
2/5 $AOSL $ARW $MCHP $MPWR $PI $POWI
Pre-mkt $ASX $LIN $SONY
2/9 $AMKR $ICHR $ON
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1/5 Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)
2/2 $FN $RMBS
2/3 $AMD $CRUS $LITE $NXPI $SIMO $SWKS
Pre-mkt $TER
2/4 $ARM $COHR $FORM $KLIC $PTC $QCOM $SITM $WOLF
Pre-mkt $VSH
2/5 $AOSL $ARW $MCHP $MPWR $PI $POWI
Pre-mkt $ASX $LIN $SONY
2/9 $AMKR $ICHR $ON
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Chips & SaaS
RT @dnystedt: 5/5 Nvidia CEO Hiring in Taiwan
“We need a much larger facility here because we’re hiring so many people. As you know, Nvidia is growing very fast, and also at a very large scale. So, the chip design and supporting chips and packaging and assembly and test, systems engineering is so complicated for us now. And so we have so many partners here and our supply chain is expanding so we need a lot more engineers...”
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RT @dnystedt: 5/5 Nvidia CEO Hiring in Taiwan
“We need a much larger facility here because we’re hiring so many people. As you know, Nvidia is growing very fast, and also at a very large scale. So, the chip design and supporting chips and packaging and assembly and test, systems engineering is so complicated for us now. And so we have so many partners here and our supply chain is expanding so we need a lot more engineers...”
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Offshore
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Chips & SaaS
RT @firstadopter: Look at the expression on Jensen’s face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert, but GOOD LUCK to da bears. $NVDA
Reporter: "Jensen will TSMC be supplying enough for you guys this year?"
Nvidia CEO Jensen Huang: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year. ... So TSMC is doing an incredible job and they're working very, very hard. We have a lot of demand this year."
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RT @firstadopter: Look at the expression on Jensen’s face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert, but GOOD LUCK to da bears. $NVDA
Reporter: "Jensen will TSMC be supplying enough for you guys this year?"
Nvidia CEO Jensen Huang: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year. ... So TSMC is doing an incredible job and they're working very, very hard. We have a lot of demand this year."
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Chips & SaaS
RT @dnystedt: AI server orders are so strong at Foxconn, the world’s biggest AI server maker, it will work through the Chinese New Year holiday (Feb. 14-22) to meet orders mainly for Nvidia GB300-based servers and multiple US cloud giants, media report. Foxconn has already begun trial production of next-gen Nvidia Vera Rubin servers. $NVDA $AMZN $GOOGL $META $MSFT $ORCL #semiconductors #AIservers https://t.co/qwZHodP4v2
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RT @dnystedt: AI server orders are so strong at Foxconn, the world’s biggest AI server maker, it will work through the Chinese New Year holiday (Feb. 14-22) to meet orders mainly for Nvidia GB300-based servers and multiple US cloud giants, media report. Foxconn has already begun trial production of next-gen Nvidia Vera Rubin servers. $NVDA $AMZN $GOOGL $META $MSFT $ORCL #semiconductors #AIservers https://t.co/qwZHodP4v2
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God of Prompt
RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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Benjamin Hernandez😎
Created a WhatsApp circle for traders who want an edge. Market opens, earnings plays, technical breakdowns—all shared in real-time.
I post my top conviction plays daily with exact levels.
Join now ⚡ https://t.co/71FIJId47G
Message "Join" to enter.
$SOC $ASST $OPEN https://t.co/BJEEkW2wN4
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Created a WhatsApp circle for traders who want an edge. Market opens, earnings plays, technical breakdowns—all shared in real-time.
I post my top conviction plays daily with exact levels.
Join now ⚡ https://t.co/71FIJId47G
Message "Join" to enter.
$SOC $ASST $OPEN https://t.co/BJEEkW2wN4
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