Ashmyro

Nudge towards AI related bottlenecks.

[Ashmyro @ashmyro]

@ShawarmaCapital Where do you get this data from? Like the fee rate etc? From IBKR and paid?

[Ashmyro @ashmyro]

@ParadisLabs Thank you for explaining!

[LIWEI_TW Capital @LIWEI_TWCapital]

MssCorp (TWO:6830)just reported May 2026 revenue of NT$217 million, up 19.4% YoY and marking a record high for the same month. Cumulative revenue from January to May also reached an all-time high.

Meanwhile, the company announced that its proprietary “Optical Loss Detection Device” — the core technology behind the MSS HG “Night Gecko” platform — has officially been granted an invention patent in South Korea.

With patent protection now secured across Taiwan, the U.S., Japan, and South Korea, MssCorp has completed coverage in the four major semiconductor markets, further strengthening its moat in silicon photonics and CPO testing.

While everyone is chasing the flashy names, MssCorp is quietly building real technological leadership in the AI optical supply chain.

…Save MssCorp. 🦎😭😭

News:
https://t.co/3JcJkrUs5i

$6830 #SiliconPhotonics #CPO #AIInfrastructure

[Ashmyro @ashmyro]

@RKLBMan Which calls did you buy earlier?

[Ashmyro @ashmyro]

@mkfilko @21mattsmith1998 @BoostRunGPUs aah so: left with green/black circles: when does capacity online. then right in the table: Locked capacity by customers and LOI is like an option on the capacity?

[Ashmyro @ashmyro]

@LIWEI_TWCapital Lol. Just let Win post great YoY revenue growth which will build trust again. Just dont forget to get in early enough ;)

[Ashmyro @ashmyro]

@Albert_TheVoid @JKeynesAlpha @Ren_aramb good news on $LPKF in expanding into advanced packaging

[The Trend Sage @JonkooTrades]

Let me put $TRT's opportunity in context, and show you how big the AI semiconductor testing market will get by 2030 - and how $TRT benefits from it?

→ Semiconductor testing services: $10.9B in 2025, growing to $22B by 2033 at 9.2% CAGR.
→ Semiconductor test equipment: $15B in 2025, growing to $21.6B by 2031 at 6.1% CAGR.
→ AI-specific semiconductor test analysis: growing at 19% CAGR through 2029.
→ Asia-Pacific, where TRT primarily operates, is the fastest-growing region at 10.7% CAGR.

This is not a niche market.
It is a $20B+ industry growing every year as AI chips get more complex.

But the market grows faster than the headline numbers actually suggest.

Every generational step in AI chips makes burn-in harder and more expensive.

$AMD's MI455X has 320 billion transistors, 12 HBM4 stacks, compute dies on 2nm.

That is not a chip you can burn-in with legacy equipment at legacy economics.
→ Custom burn-in boards.
→ Custom thermal profiles.
→ Chip-specific qualification runs.
Every new platform is a new contract.

The more complex the chip, the more valuable the burn-in specialist.

Today $TRT captures a fraction of a fraction of this market.
→ $62M in annualised revenue in a $10.9B industry.
That is 0.57% market share.

The 104,000 sq ft Penang facility, fully ramped, could support $104M in incremental revenue.

That takes $TRT to $166M, or roughly 1.5% of the 2025 market.

Still a rounding error.
Still enormous relative to where $TRT is today.

The geographic advantage compounds this.

Asia-Pacific is the fastest-growing testing region at 10.7% CAGR.
$TRT has been embedded in:
→ Malaysia
→ Singapore
→ Thailand
→ China
For decades.

The market is growing toward them, not away from them.

$AMD, $INTC , $NVDA, Infineon, $MU .
All pouring billions into the exact geography $TRT has operated in since 1976.

You do not need $TRT to capture even 1% of this market for the thesis to work.

You just need them to keep the customer they already have, fill 104,000 sq ft of capacity with production volumes, and let the operating leverage do the rest.

→ A $20B+ market.
→ A $200M market cap company.
With the labs, the history, and the location already in place.

That is the opportunity.

[Ashmyro @ashmyro]

@jasonschips no #POWI ?

[Ashmyro @ashmyro]

@RawCapital2 @mkfilko Funny how TA backs up the fundamental story: IQE will grow massively in the upcoming years in the optics and CPO ramp.

[Ashmyro @ashmyro]

@Albert_TheVoid @SpaceX @JKeynesAlpha

[Ashmyro @ashmyro]

@ParadisLabs I can imagine Sivers not wanting to sell the company. So maybe an open market offering?