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11:29
Apr 16
@rwang07
ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More
01:10
Apr 16
@rwang07
@jake_ayes Ah not really surprised. I think couple other smeicap are saying 50/50 this year-which is a quite different from previosu 7/3 or …
00:17
Apr 16
@rwang07
@Alethios3 Got to mark it
23:17
Apr 15
@rwang07
✍️📑 $ASML https://t.co/atlWhYeOV2
23:03
Apr 15
@rwang07
@DakshMalik47 Damn, I am 20 mins in
22:55
Apr 15
@rwang07
Jensen looks locked in as always 🫡
22:49
Apr 15
@rwang07
🫡
07:54
Apr 15
@rwang07
📝
13:48
Apr 14
@rwang07
@markflowchatter "leverage turboquant" lol
11:31
Apr 13
@rwang07
Bit growth down this Q (down mid-single digit), full year guide +15%. 67.9% GM, driven by pricing; ASPs accelerating >70% q/q (vs +35% in …
23:50
Apr 12
@rwang07
@insane_analyst Badge of Honor @Srasgon
13:46
Apr 12
@rwang07
@henry_mckinney the semilens is cool. good that u r claude code pilled lolll
05:23
Apr 11
@rwang07
Your ultimate intern boss. Another good SA weekly ep lol https://t.co/9y9WMTjiae https://t.co/8GRYYlwcZG
04:38
Apr 10
@rwang07
$LITE CEO: "We're falling further and further behind the demand. We would be sold out through all of 2028 within two quarters." 👀 https://t.…
LITE
HIGH
15:55
Apr 09
@rwang07
last week: wtf is this market 😭 this week: wtf is this market 🚀
16:01
Apr 08
@rwang07
🔥 https://t.co/b2PGOmTOBp
13:46
Apr 08
@rwang07
😴 KYEC reported March revenue of NT$3.598 billion, up 11.6% MoM and 36% YoY, setting a new monthly record high. The growth was mainly driv…
23:14
Apr 07
@rwang07
I am constantly shocked by the caliber of talent that wants to join, or has already joined SemiAnalysis.
23:19
Apr 06
@rwang07
Samsung ₩57T. Mic drop 🔥🗣️ https://t.co/SnjTGYmtpa
16:11
Apr 05
@rwang07
GitHub COO: “…platform activity is surging. There were 1B commits in 2025. Now, it's 275M per week, on pace for 14B this year if growth rema…
01:59
Apr 04
@rwang07
my next career move 💀 https://t.co/ZRnOUzfRgJ
01:14
Apr 04
@rwang07
Still haven't gotten a response from Konrad on how to get that $TSM vest :( This is a great ep - recommend it https://t.co/4et7yEWLhv
01:05
Apr 04
@rwang07
One kind of research we are doing here for an institutional client https://t.co/7NhVWXa7S2
01:11
Apr 03
@rwang07
💀 https://t.co/7NhVWXa7S2
23:40
Apr 02
@rwang07
Ouch https://t.co/5YrLVUOs5C
23:38
Apr 02
@rwang07
He goes on to imply there may be a possible future relationship with Disney, then finishes up with: 'we need to concentrate our compute and…
21:49
Apr 02
@rwang07
Truly amazing and inspiring! They started just two people and now got acquired by OpenAI Goated stuff, congrats🔥👨‍🍳 https://t.co/zxR3RWXfT…
15:17
Apr 02
@rwang07
"Training runs cost tens of billions. Inference is scaling to hundreds of billions. The companies selling that compute are American. The cur…
NVDA AMD
23:21
Apr 01
@rwang07
We track this pretty well here. Great comment below: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10…
NVDA
22:54
Apr 01
@rwang07
💀💀💀💀💀 https://t.co/sainW6oLGQ
22:24
Apr 01
@rwang07
lmaoooo https://t.co/QBdvhatZ04
22:24
Apr 01
@rwang07
TOP 🤣 https://t.co/HX19d1uHzm
21:27
Mar 30
@rwang07
💀 https://t.co/PPJyEnciXX
14:24
Mar 30
@rwang07
I don't think this is factored in at all. Just write this point down. https://t.co/9EzRP8W1zH
22:55
Mar 28
@rwang07
📝 https://t.co/1zQxurjCaS
22:44
Mar 28
@rwang07
🫡🚀 https://t.co/e8g0VYrDEn
17:13
Mar 28
@rwang07
W ep https://t.co/hiAFs2LXcd
15:15
Mar 28
@rwang07
Global economic pressure (x). Global memory pressure (o)? 🧐 https://t.co/fIWsL7oLGr
01:31
Mar 28
@rwang07
👀 https://t.co/tgUq8zCsbT
00:39
Mar 28
@rwang07
Alpha. https://t.co/jSGtBLnRsY
03:29
Mar 27
@rwang07
Must watch. $NVDA Bill Dally: "90% of power and data center is going to inference" Many good stuff here. Watching it during my short lun…
NVDA
16:09
Mar 26
@rwang07
Sora is cooked lol and shade gain continually from xAI interesting https://t.co/SoQueHxYsM
14:45
Mar 26
@rwang07
Subed https://t.co/HDvL1FicKp
14:36
Mar 26
@rwang07
Hmmm. I found the sentiment thing in the piece is quite interesting 👀 https://t.co/uaJAvqad1p
14:32
Mar 26
@rwang07
🤣 https://t.co/zW9CInPIA4
15:23
Mar 25
@rwang07
So if u list out the companies involved in this deal, let's see.... $SNDK/Kioxia, SK Hynix/Solidigm, $CSCO. NAND/eSSD and networking. Bang…
SNDK CSCO
13:41
Mar 25
@rwang07
💯 https://t.co/YeBkpsxjDl
11:14
Mar 25
@rwang07
wtf is this Nanya shit?
05:58
Mar 25
@rwang07
👨‍🍳 https://t.co/PR1vEDQvzK
23:01
Mar 24
@rwang07
Per statement: SK Hynix s targeting a listing within 2026; however, specific details such as the size, structure, and timing of the offering…