Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
1/6 Driven by surging demand for Nvidia Blackwell-based systems, Taiwan's top six AI server makers' monthly revenue is climbing at an average 39.4% year-on-year clip in 2025, up sharply from 10% last year. $NVDA $TSM #semiconductors
Taiwan formed an AI robot alliance with a goal of NT$1 trillion in robot-related production by 2030, media report, adding 6 industry groups came together in the alliance, including the Taiwan Automation Intelligence and Robotics Association, Taipei Computer Association, TEEMA,…
230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers). At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks. As Jensen…
Nvidia CEO Jensen Huang on Elon Musk and @xAI “Never been done before – xAI did in 19 days what everyone else needs one year to accomplish. That is superhuman – There's only one person in the world who could do that – Elon Musk is singular in his understanding of engineering.”
Rumor: Meta has tapped MediaTek to work on a new 2nm chip named “Arke”, aimed at AI inference, with mass production seen in the 1st half of 2027, media report, citing unnamed industry sources. MediaTek declined to comment. Meta’s “Olympus” chip will be revamped as an AI training…
Beijing has turned to Nvidia CEO Jensen Huang to replace Elon Musk to lobby for China with the Trump Administration, Nikkei reports, as the Trump-Musk relationship has frayed. The report notes Nvidia has a long business relationship in China, but has only recently cultivated…
South Korea semiconductor exports rose 16.5% in the first 20-days of July to US$7.89 billion, while exports of passenger cars rose 3.9% to $3.63 billion, media report, with total exports for the July 1-20 period hitting $36.1 billion, down 2.2% year-on-year. Exports to the US…
A TSMC vice president that resigned last week will reportedly take over as the head of Nvidia’s Taiwan office, media report, noting Vanessa Lee, a former materials manager at TSMC, may lose stock options in the move. $TSM $NVDA #semiconductors #semiconductor…
TSMC raked in nearly US$10 billion in AI-related revenue in the 2nd quarter, a third of its $30.07 billion total revenue, media report, citing investment bankers. AI-related revenue includes GPUs (graphics processing units), AI ASICs (application specific integrated circuits, HBM…
When Google hosts its Aug. 20 product fair, Maid by Google, Foxconn Chairman Young Liu is expected to attend and meet with Google’s CEO, media report, as Foxconn has long been a contract manufacturing partner for Google. Media speculate they will discuss Waymo self-driving cars,…
we will cross well over 1 million GPUs brought online by the end of this year! very proud of the team but now they better get to work figuring out how to 100x that lol
Breaking: Beijing is preventing a U.S. Commerce Department employee from leaving China. Major news.
Apple’s Vision Pro 2 headset will soon be in mass production at Foxconn, media report, with Foxconn subsidiary GIS expected to be a major beneficiary as it supplies key parts for the second-generation headset. $AAPL money.udn.com/money/story/57…
TSMC has introduced a drone team at its Arizona operations to combat worker shortages, and further align with the AI trend, media report, adding a number of TSMC suppliers and Taiwan drone makers are expected to join, including Marketech, Coretronic, and Thunder Tiger. $TSM…