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Tony Yan -- e/acc
Tony Yan -- e/acc @ztyan ·
GPU chip competition: NVIDIA vs AMD vs Intel. NVIDIA: 80% market share AMD: 10% Intel: 5% But AMD catching up. Intel transforming. 2026, might change. #AI #GPU #Semiconductor
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GSEM
GSEM @GSEM_DST ·
Gujarat is rapidly emerging as India’s #Semiconductor Capital. With 4 out of 10 semiconductor projects choosing Gujarat and the second packaging facility being inaugurated within just 30 days, the state is building a powerful end-to-end chip ecosystem. Driving a new era of Make n Gujarat. #Gujarat #Sanand #IndiaSemiconductorMission #ChipShiftIndia #ChipSiftGujarat @PMOIndia @CMOGuj @AshwiniVaishnaw @JitinPrasada @SemiconIndia @sanghaviharsh @arjunmodhwadia @dstGujarat @NehaKumariIAS @InfoGujarat @GoI_MeitY @GIDC_IMDGoG @MicronTech @kaynessemicon
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DividendGoat
DividendGoat @loweryearl14 ·
🚀 “MID-CAP STOCKS WITH BIG MONEY FLOW THIS WEEK 💰📈” 🧬 $NVTS – “ #Semiconductor Breakout Alert ⚡📈” Navitas Semiconductor •💰 Volume: Spike on breakout day •📈 Trend: +20%+ move recently •🧠 Why: Power chips + AI + EV narrative 👉 Early breakout type stock (watch dips)
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Gujarat Information
Gujarat Information @InfoGujarat ·
સેમીકન્ડક્ટર ક્ષેત્રે દેશનું અગ્રેસર રાજ્ય બન્યું ગુજરાત, સાથે જ ભારતના નવા સેમીકન્ડક્ટર કેપિટલ તરીકેની સિદ્ધિ પ્રાપ્ત કરી... #GujaratGovernment #Semiconductor @CMOGuj @Bhupendrapbjp @sanghaviharsh
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Tathagata M.
Tathagata M. @tatha_gautama ·
• #Technology #ComputerScience #SemiConductor #ChipFabrication #Fab #TPU #GPU #CPU #APU #SoC 🔮• »@Huawei's new AI chip finds favor with ByteDance, Alibaba which plan to place orderscnbc.com/2026/03/27/byt…r
Huawei's new AI chip finds favor with ByteDance, Alibaba which plan to place orders, Reuters reports

Customer testing of Huawei's new AI chip has gone well, with tech giants ByteDance and Alibaba planning to place orders, people familiar with the matter said.

From cnbc.com
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Tathagata M.
Tathagata M. @tatha_gautama ·
• #Technology #ComputerScience #SemiConductor #ChipFabrication #Fab #TPU #GPU #CPU #APU #SoC 🔮• »@Samsung bets on turnkey strategy as non-memory strength becomes criticaldigitimes.com/news/a20260326…C
Samsung bets on turnkey strategy as non-memory strength becomes critical

Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring and rebuilding...

From digitimes.com
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Austin
Austin @JinhuaD66086 ·
Real bottleneck of AI in 2026 isn't just compute—it's memory. HBM3e capacity is already booked through next year. Watch the giants at the top of the supply chain. It's a resource war now. 🚀 (2/2) #Semiconductor #Investing
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GSEM
GSEM @GSEM_DST ·
સંકલ્પ ભારતનો, સિદ્ધિ ગુજરાતની. ગુજરાતમાં ઊભરતો સેમિકન્ડક્ટર ઇકોસિસ્ટમ ભારતને વૈશ્વિક ચિપ સપ્લાય ચેઇનમાં મજબૂત બનાવી રહ્યો છે. #Semiconductor #Gujarat #Sanand #IndiaSemiconductorMission #ChipShiftIndia #ChipShiftGujarat @PMOIndia @CMOGuj @AshwiniVaishnaw @JitinPrasada harsh @arjunmodhwadia @dstGujarat @NehaKumariIAS @InfoGujarat @GoI_MeitY @GIDC_IMDGoG @kaynessemicon
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Electronics Media
Electronics Media @electronics_med ·
Replying to @Infineon
@Infineon unveils TDM24745T, TLVR quad-phase module for AI compute. High efficiency & compact power for next-gen data centers. #Semiconductor #AI #DataCenter #PowerElectronics #TechInnovation electronicsmedia.info/2026/03/28/tdm…
Infineon TDM24745T OptiMOS quad-phase power module

Infineon Technologies AG introduces the TDM24745T TLVR quad-phase power module delivering over 2 A/mm² current density for next-gen AI processors and data centers.

From electronicsmedia.info
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Electronics Media
Electronics Media @electronics_med ·
Chiplet interconnect market booming, Expected to hit $41.2B by 2035 with 34.4% CAGR, fueled by AI & HPC demand. #Semiconductor #Chiplets #AI #HPC #TechTrends #Electronics #Innovation @GMI_US electronicsmedia.info/2026/03/27/chi…
Chiplet Interconnect Market to Reach USD 41.2 Billion by 2035

The global chiplet interconnect market was valued at USD 2.17 billion in 2025 and is estimated to grow at a CAGR of 34.4% to reach USD 41.2 billion by 2035.

From electronicsmedia.info
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Chips & SaaS
Chips & SaaS @ChipsSaas ·
Replying to @ChipsSaas
3/4 Europe #Semiconductor Earnings $SMH $SOX 4/16 VAT 4/21 ASMI 4/23 BESI, $STM 4/28 Air Liquide, Nordic Semi 4/29 Melexis, Siltronic 4/30 Aixtron, BASF 5/6 Infineon 5/7 AMS Osram 5/21 AT&S
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Chips & SaaS
Chips & SaaS @ChipsSaas ·
Replying to @ChipsSaas
2/4 Asia #Semiconductor Earnings $SMH $SOX 4/6 Disco Preliminary 4/22 Canon, Disco 4/27 Advantest 4/28 Shin-Etsu 4/30 Lasertec, Murata, Tokyo Electron $TOELY 5/9 AOI Electronics 5/12 Rohm, SUMCO 5/13 Resonac, Dai Nippon Printing (DNP) 5/14 Toppan
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ORF Mumbai
ORF Mumbai @ORFMumbai ·
#DHRUV64 marks a milestone in #India’s #semiconductor journey, showcasing indigenous chip design and advancing the push for technological self-reliance within the broader #AatmanirbharBharat vision: Debajyoti Chakravarty & Khush Advani or-f.org/38018
DHRUV64: A Strategic Step in India’s Semiconductor Journey

DHRUV64 reflects India’s rise in semiconductor innovation, signalling its ambition to shift from chip consumer to competitor in a landscape led by the US in design, Taiwan in manufacturing, and China...

From orfonline.org
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GSEM
GSEM @GSEM_DST ·
Momentum is building in Gujarat’s #Semiconductor ecosystem. The second semiconductor packaging facility is being inaugurated within just 30 days, reinforcing Gujarat’s leadership in India’s chip journey. #Gujarat #Sanand #IndiaSemiconductorMission #ChipShiftIndia #ChipShiftGujaratIndia @CMOGuj @AshwiniVaishnaw @JitinPrasada @SemiconIndia @sanghaviharsh @arjunmodhwadia @dstGujarat @NehaKumariIAS @InfoGujarat @GoI_MeitY @GIDC_IMDGoG @kaynessemicon @MicronTech
Momentum is building in Gujarat’s semiconductor ecosystem. The second semiconductor packaging facility is being inaugurated within just 30 days, reinforcing Gujarat’s leadership in India’s chip journey.
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