Feed - Buzzberg

12:21
Apr 16

@jukan05

@Chaimeisenberg That was misquoted from the start. TSMC did not say memory was weak — they said products containing memory were weak.

12:10
Apr 16

@jukan05

JPM's supply chain survey indicates that Google is developing an SRAM-based compute engine in collaboration with Marvell (a concept similar …

AVGO INTC MRVL

HIGH

12:01
Apr 16

@jukan05

@lokoyacap They’ll say anything if it helps them step on Samsung.

11:28
Apr 16

@jukan05

@MaxiRude3 "…memory price hike definitely has some impact to price-sensitive end market, especially in PC and smartphone market. But it's --…

11:23
Apr 16

@jukan05

@MaxiRude3 ?

11:01
Apr 16

@jukan05

I heard some idiots are selling because they think TSMC’s margins peaked in Q1.

TSM

MED

08:11
Apr 16

@jukan05

https://t.co/tl1vquLlyu

08:11
Apr 16

@jukan05

[Exclusive] Samsung's U.S. Taylor Fab Nears Launch... "Tesla Chips to Be Produced from H2" Samsung Electronics has completed preparations t…

08:04
Apr 16

@jukan05

@insane_analyst Isn’t Qualcomm’s communications patent portfolio still very strong?

07:58
Apr 16

@jukan05

@insane_analyst I wish Samsung would acquire Qualcomm. Samsung has plenty of money now, doesn’t it?

07:53
Apr 16

@jukan05

Qualcomm abandoning its server ARM CPU business in 2022 is one of the most legendary stupid moves in the tech industry, on par with Samsung …

07:48
Apr 16

@jukan05

Today's biggest semiconductor industry news is that Gerard has founded a new ARM CPU company, Nuvacore, five years after Nuvia was acquired …

07:15
Apr 16

@jukan05

Not just AMD, but Qualcomm is also exploring the adoption of SOCAMM. Oh… now smartphone companies will have to compete not only with NVIDIA…

07:12
Apr 16

@jukan05

@aschilling capacity?

06:52
Apr 16

@jukan05

@racetrack275 yup

06:51
Apr 16

@jukan05

[Exclusive] OpenAI CFO Discusses 'HBM4' Supply Chain with Samsung Electronics… Signaling Realignment of 'AI Memory Leadership' OpenAI has b…

06:51
Apr 16

@jukan05

https://t.co/tNsfyxTGq0

06:08
Apr 16

@jukan05

▶ TSMC 2Q26 Guidance Revenue: US$39.0–40.2bnvs. consensus: US$38.1bn (midpoint +4% above) GPM: 65.5%–67.5%vs. consensus: 64.1% (midpoint +…

05:59
Apr 16

@jukan05

KIS’s comment on TSMC’s 66% GM: TSMC charges 1.5x the normal wafer price for urgent orders. Given that 3nm capacity is especially tight, cu…

05:53
Apr 16

@jukan05

@iamsterlingarch JPM surveyed it.

05:46
Apr 16

@jukan05

JPMe TSMC FY2026 CAPEX $ 55bn FY2027 CAPEX $63.5bn Cons TSMC FY2026 CAPEX $53bn FY2027 CAPEX $61bn Buyside survey FY2026 CAPEX $56.8bn FY202…

05:45
Apr 16

@jukan05

@labubu_trader 😭

05:41
Apr 16

@jukan05

@StarAndCompass_ 🤯

05:35
Apr 16

@jukan05

@dnystedt TRIPLE BEAT

05:33
Apr 16

@jukan05

*TSMC 1Q GROSS MARGIN 66.2%, EST. 64.5%

05:33
Apr 16

@jukan05

TSMC 1Q NET INCOME NT$572.5B, EST. NT$542.38B

04:57
Apr 16

@jukan05

[Exclusive] Samsung Electronics to Upend the HBM Game with a '1-Year Cycle'... Leveraging Turnkey for 'Super Gap' Samsung Electronics is ag…

04:57
Apr 16

@jukan05

https://t.co/yjMfZlRNdQ

03:51
Apr 16

@jukan05

@mzuhair123 @TMTBreakout Samsung is also in a bad position.

03:49
Apr 16

@jukan05

The smartphone situation is only going to get worse — it certainly won't get any better. Someone from the @TMTBreakout Chat mentioned that …

XIACY

MED

03:05
Apr 16

@jukan05

@_tailrisk I don’t understand that either. Maybe they’ll end up using Intel’s EUV tools.

02:57
Apr 16

@jukan05

@FundaAI Congrats!

02:56
Apr 16

@jukan05

@sgg_trader It’s just a pilot line. They’ll probably scale it up over time.

02:41
Apr 16

@jukan05

BBG: Elon is ordering equipment for the terafab with the capacity to process 3,000 wafers per month. https://t.co/3jMrtEvc9H

02:41
Apr 16

@jukan05

https://t.co/EzuJf3xqrO

02:39
Apr 16

@jukan05

@Alex_Intel_ @EdLudlow It’s still just a pilot line for now.

02:37
Apr 16

@jukan05

@Alex_Intel_ @EdLudlow logic

02:27
Apr 16

@jukan05

@ArchegosIntern yup

01:27
Apr 16

@jukan05

@riotboy2024 아뇨? 신주발행 이후 소각할거라던데요

01:26
Apr 16

@jukan05

@SemiAnalysis_ When will SA IPO?

01:16
Apr 16

@jukan05

https://t.co/vZwoJkfAJX

01:16
Apr 16

@jukan05

[Exclusive] SK Hynix to List US ADR in June–July SK Hynix has confirmed it is targeting a June–July timeframe for its US stock market listi…

01:13
Apr 16

@jukan05

After watching the Dwarkesh Patel and Jensen Huang podcast, a thought came to mind... Can we really expect shareholder returns from NVIDIA …

NVDA

MED

01:09
Apr 16

@jukan05

@aurelius_787 @Alisvolatprop12 What did he say?

01:01
Apr 16

@jukan05

@Alex_Intel_ Koreans tend to romanticize European luxury brands.

00:56
Apr 16

@jukan05

LVMH, Kering, and Hermès have all been talking about their growth in Korea lol Koreans are earning money through semiconductors and just giv…

00:54
Apr 16

@jukan05

@labubu_trader LMAO

00:45
Apr 16

@jukan05

@m1n1me12 SEMCO

00:37
Apr 16

@jukan05

@stevehou I get the sense they’ll do well in CPO. But the main reason is still the iPhone lol

00:35
Apr 16

@jukan05

@tengyanAI 🫡