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13:50
Apr 16
@arronwei3n
https://t.co/QxjNL5Emvc
13:50
Apr 16
@arronwei3n
@Alex_Intel_ 🤣
13:49
Apr 16
@arronwei3n
Thank God! Gokul said what I want to say… Meaningful upside in 2027 depends on: 1) N3 and CoWoS-S availability at $TSM, 2) HBM3e supply fro…
13:39
Apr 16
@arronwei3n
According to JPM, Google will likely pick just one TPU v9 design for mass production, meaning it's a winner-take-all battle between $AVGO (u…
AVGO
MED
13:22
Apr 16
@arronwei3n
JPM: The $GOOGL AI Compute space is also getting more competitive, with one more new entrant. Our recent supply chain research indicates t…
GOOGL
HIGH
11:48
Apr 16
@arronwei3n
😮‍💨
10:01
Apr 16
@arronwei3n
@Jespabe 👌
09:54
Apr 16
@arronwei3n
@Jespabe It probably not, Feynman is in 2028.
09:51
Apr 16
@arronwei3n
@Jespabe 2029
09:41
Apr 16
@arronwei3n
Still CoWoS in near term. _ We build a Co"P"oS pilot line right now and expect production a couple years later. Today, the main approach or …
09:33
Apr 16
@arronwei3n
Feared of leaking too many infos to Intel during packaging process?
09:22
Apr 16
@arronwei3n
I have no intention to single out any particular sell-side house, but MS once again brought up this peculiar framing — whether $TSM is "comf…
09:17
Apr 16
@arronwei3n
@kfJSlIytOpTFU3p hm, good point 👍
07:47
Apr 16
@arronwei3n
@xiaob123 correct
06:12
Apr 16
@arronwei3n
Would we be able to witness a 70% GM next quarter?
06:09
Apr 16
@arronwei3n
Holy moly. _ $TSM 2Q26 Guidance🚀 Management’s expectations for the upcoming quarter are as follows: Revenue Projections Total Revenue: Bet…
TSM
HIGH
06:03
Apr 16
@arronwei3n
@JinChen1130584 @racetrack275 https://t.co/4bJtdOzcnN
06:02
Apr 16
@arronwei3n
@JinChen1130584 @racetrack275 one reason, but please note that CoWoS reticle size limit is increasing year over year as well.
05:52
Apr 16
@arronwei3n
@JinChen1130584 @racetrack275 which part are you talking about ?
05:38
Apr 16
@arronwei3n
66% GM🔥🔥🔥 $TSM beats the upper forecasts again. https://t.co/vloKliq4Xu
TSM
MED
05:36
Apr 16
@arronwei3n
66% GM🔥🔥🔥 $TSM beat the upper forecasts again. https://t.co/BZNpAVtDg0
04:57
Apr 16
@arronwei3n
@peytonroym Yes, “10 years”
04:53
Apr 16
@arronwei3n
@icnewer @GrahamsonT No
04:52
Apr 16
@arronwei3n
3 kwpm in the first phase.
02:57
Apr 16
@arronwei3n
@Anoldoldwooden still not optimistic.
02:57
Apr 16
@arronwei3n
lol "MTIA is very much not dead" https://t.co/nLWdvSS7v8
02:52
Apr 16
@arronwei3n
Custom ASICs are basically a rich man's playground. You need insane talent and a massive bankroll just to get in the game. Even if you actu…
02:45
Apr 16
@arronwei3n
😅😅😅 "the only reason Anthropic uses TPU and Trainium is because Google and Amazon invested in Anthropic early."
02:34
Apr 16
@arronwei3n
Haven't heard CoWoS booking change in $TSM for $META MTIA, amounts should be insignificant as before.
02:17
Apr 16
@arronwei3n
If you really need to pick one based on stock return potential, agree. _ "This is why $AMD is a better bet than $NVDA at this level as it’…
AMD
HIGH
01:48
Apr 16
@arronwei3n
@elonmusk @Tesla_AI @grok, is AI5 really capable of handling FSD, Datacenters, and Robotics all at once? Did Elon realize that integrating …
12:44
Apr 15
@arronwei3n
@rennyzucker lol
10:55
Apr 15
@arronwei3n
https://t.co/xlkWyM9sTs
10:51
Apr 15
@arronwei3n
@sayur_kering Correct!
10:22
Apr 15
@arronwei3n
@racetrack275 it will have, but majority is in CoWoS-S.
10:21
Apr 15
@arronwei3n
$TSC ? Elon tagged the wrong company? https://t.co/UK75MIjDxj
10:21
Apr 15
@arronwei3n
@__d_1ggin lolllll
10:20
Apr 15
@arronwei3n
@hedgedworld of course not
10:19
Apr 15
@arronwei3n
$TSC ? Elon tagged the wrong company?
10:19
Apr 15
@arronwei3n
$TSC ?
10:18
Apr 15
@arronwei3n
$TSC?
10:14
Apr 15
@arronwei3n
WTF is going on with these 2027/2028 TPU shipment rumors? Every day I hear a new forecast adding 2 millions of total units. The volume for…
GOOGL
HIGH
10:08
Apr 15
@arronwei3n
Non- $TSM CoWoS capacity is also seeing an aggressive expansion. _ From GF. https://t.co/7v3inRjsNi
09:53
Apr 15
@arronwei3n
Non- $TSM CoWoS capacity is also seeing an aggressive expansion. https://t.co/vwY1ruG0kr
09:19
Apr 15
@arronwei3n
@jim_jones69 Yes, two projects.
08:01
Apr 15
@arronwei3n
First Tape out of AI5!
05:09
Apr 15
@arronwei3n
🤣
03:48
Apr 15
@arronwei3n
Yes, it is. I heard they are working on Server CPU before, not sure the Project still alive.
03:43
Apr 15
@arronwei3n
👀
03:15
Apr 15
@arronwei3n
Glass and Substrate will still face severe shortage in 2028.