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09:18
Jun 04
@jukan05
@zephyr_z9 Look at the replies under this post. The retweet count is also abnormally high.
09:15
Jun 04
@jukan05
Someone’s running bots to suppress the reach of my posts. Go fuck yourself.
09:11
Jun 04
@jukan05
According to Korean media reports, China’s YMTC is set to re-enter the Korean consumer market after a four-year absence. *In my view, it’s o…
07:20
Jun 04
@jukan05
Korean media reported that Samsung’s custom SoC development discussions with Meta, which had reportedly been ongoing for several years and i…
06:14
Jun 04
@jukan05
TSMC CEO: Korea will not be able to replicate TSMC’s business model in the short term. • TSMC said it has no plans to pursue sudden and shar…
TSM
LOW
03:21
Jun 04
@jukan05
• TSMC’s CEO stated that the company’s CoPoS advanced packaging technology is already operating on a pilot production line, and production v…
TSM
LOW
02:40
Jun 04
@jukan05
> TSMC’s C.C. Wei: Company still expects full-year revenue growth of more than 30% this year • At the shareholders’ meeting, Chairman C.C. W…
TSM
MED
02:25
Jun 04
@jukan05
https://t.co/rIUhHMxRj1
02:25
Jun 04
@jukan05
Semiconductor Laser Annealing Gains Broader Adoption… Push Underway for SiC and 400 Layer NAND Demand for annealing, one of the heat treatme…
WOLF
MED
00:13
Jun 04
@jukan05
@Alex_Intel_ 👀
23:20
Jun 03
@jukan05
Every time I posted anything bearish on AVGO, AVGO bulls would swarm in and try to lynch me. But now they’re telling me not to act smug? Lol…
AVGO
LOW
23:15
Jun 03
@jukan05
@JulienTechInvst @Jespabe @Carl42903288 I respect you.
23:13
Jun 03
@jukan05
@JulienTechInvst @Jespabe @Carl42903288 I heard that MediaTek is doing V8i.
22:50
Jun 03
@jukan05
@Carl42903288 v8i is being handled by MediaTek.
22:48
Jun 03
@jukan05
Broadcom’s margin is around 60%, which isn’t even that far from NVIDIA’s margin. Let’s stop saying things like, “You need Broadcom’s design …
AVGO
MED
22:44
Jun 03
@jukan05
@AdriBorLyon I’ve long been skeptical of the claim that Broadcom is irreplaceable.
22:42
Jun 03
@jukan05
Is AVGO done?
AVGO
LOW
19:52
Jun 03
@jukan05
@haliwakesup @AlvaApp bruh
13:26
Jun 03
@jukan05
https://t.co/BTw7iAjUFq
13:26
Jun 03
@jukan05
“Korea China HBM Gap Narrows to Three Years” The Chinese government, in an effort to catch up with Korea’s dominance of the high bandwidth m…
005930.KS 000660.KS
11:27
Jun 03
@jukan05
Is there any water? I don’t drink alcohol. https://t.co/mVQsQT8KHa
11:23
Jun 03
@jukan05
LMAO https://t.co/1GyjRrB4KM
10:46
Jun 03
@jukan05
@StreetSignal__ no
10:44
Jun 03
@jukan05
Funda AI: "Marvell will design a networking chip for Google. This chip will be manufactured on Intel's 18A (or 18AP), with mass production s…
MRVL INTC GOOGL
LOW
10:40
Jun 03
@jukan05
@jake_ayes $1500
10:34
Jun 03
@jukan05
Isn’t this old news? https://t.co/wOStvvzKVs
06:19
Jun 03
@jukan05
@treeapple33 네
06:07
Jun 03
@jukan05
👀 https://t.co/X6IQGcOuCM
03:32
Jun 03
@jukan05
China already has a NAND market share comparable to Micron and SanDisk.... https://t.co/wAX2pLZwxX
00:31
Jun 03
@jukan05
@akshar1992 https://t.co/jxW1P9OgIz
00:24
Jun 03
@jukan05
@FiatElpis Search for “Citrini” in Document Search.
00:21
Jun 03
@jukan05
I published my first institutional report yesterday. It was a report I spent a tremendous amount of time and effort on. It is available on t…
23:54
Jun 02
@jukan05
👀 https://t.co/QPz89cecRp
23:54
Jun 02
@jukan05
@jeremie0117 Daishin, KIS
23:44
Jun 02
@jukan05
KOSPI 12000 https://t.co/eRxEKF72Ww
23:44
Jun 02
@jukan05
@jeremie0117 I prefer other companies over them.
14:09
Jun 02
@jukan05
Shinsegae, Korea’s largest department store operator, has seen its stock rise 233% in just one year… https://t.co/uEeh4x6A5i
13:14
Jun 02
@jukan05
https://t.co/hRtjaiFFWt
13:14
Jun 02
@jukan05
Is the relationship between TSMC and Intel becoming strained? According to Culpium, Intel is pushing customers toward its own chips instead …
TSM
LOW
13:00
Jun 02
@jukan05
Hmm https://t.co/wppNkmq8lI
09:42
Jun 02
@jukan05
@highyieldYT @AMD me too!
AMD
LOW
09:19
Jun 02
@jukan05
@royalhuang23 why not?
09:18
Jun 02
@jukan05
@knockouttrader TechInsights’ model also includes FY28, but for some reason they cut it off at FY27 lol.
09:17
Jun 02
@jukan05
@YarisLool Today is Kioxia Investor Day...
09:14
Jun 02
@jukan05
Kioxia seems to believe that although the supply-demand curve will gradually recover, NAND will still remain in shortage even in Q4 2027. ht…
09:04
Jun 02
@jukan05
That’s my quant. Calculating how many dies come out of a Samsung HBM4E wafer using ChatGPT. https://t.co/PgBrettHq1
08:40
Jun 02
@jukan05
Just in: Kioxia is seeking to sign long-term NAND supply agreements with hyperscale data centers covering 2029 and beyond.
08:35
Jun 02
@jukan05
https://t.co/0KSFfyu6Zd
08:35
Jun 02
@jukan05
▶ Marvell CEO says copper wall is moving inside the rack, and copackaged optics is the only way through • Marvell CEO Matt Murphy emphasized…
MRVL
MED
07:04
Jun 02
@jukan05
MediaTek at Goldman Sachs Taiwan Day: “The next-generation program is adopting only EMIB-T, with tape-out targeted for 4Q26 and mass product…
INTC
LOW