Top Tweets for #Chipwar
The battle between ARM and x86 has entered an exciting new phase. What was once a clear divide between mobile efficiency and desktop.
🔗 https://t.co/cqgULIsDMx
#ARM #x86 #ChipWar #ComputerArchitecture #Processors #AIPC #ArtificialIntelligence #Semiconductors #CPU
I would argue that, given enough (but not too much) time, the answer is a resounding YES. Not an easy task, but doable if you commit enough resources.
Can China build its own $ASML? https://t.co/q8cVEUnYL9 #EUV #litography #chipwar
🇰🇷 BREAKING: South Korea to invest 800 trillion won in 4 new chip plants. Samsung & SK Hynix to build 2 each. Focus: next-gen memory, edge AI, defense. A massive bet to dominate the global semiconductor race. $SSNLF $000660
#Semiconductors #Korea #ChipWar
🍎 $AAPL is asking the US to let it buy memory chips from blacklisted Chinese firm CXMT. Reason: AI-driven cost surge. If denied, Apple faces margin pressure and higher product prices. This is a major test for US-China tech decoupling. #Apple #ChipWar #Semiconductors
@TheSCIF The CCP uses shell companies to bypass sanctions and steal Nvidia AI chips. Why? Because 7 tyrants need advanced AI to control 1.4B lives and expand their digital gulag globally.
#MilesGuo #Nvidia #ChipWar #CCP #Decoupling #FreedomOverCommunism
https://t.co/U2xjydHJZ8
Miles Guo reveals the truth about communism and socialism.
In Communist China, seven people decide the lives of 1.4 billion people.
On average, every so-called communist country kills 15% of its own people, CCP killed 25% of Chinese people to maintain its power.
The two most evil monsters who killed the most people in the world are Stalin and Mao Zedong of the CCP.
🌐 The new world order in plain English:
AI = new oil 🛢️
Chips = new crude
TSMC = the new Saudi Aramco
Whoever controls the chip supply chain controls the next decade of global power.
Taiwan sits at that chokepoint. Markets know it.
#ChipWar #GeoPolitics #AIInvesting
Washington's chip sanctions were built on one assumption: you can't make advanced semiconductors without ASML's EUV machines.
Huawei just announced it doesn't need them.
The wall has a door.
https://t.co/BocFHDKDgx
#TechInWar #Huawei #Semiconductors #ChipWar #AIRace
#chipwar
이러다 도서 저장강박가구 되겠네
마이크론 주주로서 기본적 이해를 위해
반도체 독서 레스고 한다
@Huawei Mind officially blown.
We went from centimetres → millimetres → nanometres…
and now we’re measuring chips in **Ångstroms** (Å) 🔥
Huawei’s new Tau Scaling Law targets 14Å (1.4nm) density by 2031.
The future is getting smaller. And faster.
#Semiconductors #ChipWar #Tech
🇨🇳US sanctions backfired? China’s chip exports skyrocketed 100% YoY to a record $31B/month.
Washington tried to block their tech growth, but instead handed them the ultimate runway to dominate global semiconductor supply.
#Semiconductors #Geopolitics #ChipWar
🚨 China just launched another direct challenge to Nvidia
A Chinese company, Lisuan Tech, has unveiled its own GPU made fully in China 🇨🇳
It’s still behind Nvidia in performance… but the real story is that China is now building serious alternatives instead of depending on U.S. chips!!!
Digital sovereignty without hardware sovereignty is an illusion.
#Chipwar
Trump arriva da Xi Jinping a mani giunte per salvare gli Usa dalla crisi sistemica #TrumpInCina #XiJinping #usaCina #guerraDeiDazi #IranCrisis #StrettoDiHormuz #Taiwan #chipWar #intelligenzaartificiale #terreRare https://t.co/9E9wAXTG63
Apple, Intel, Nvidia: The Love Triangle Moving AI Chip Stocks Into a New Orbit -( $AAPL $INTC $NVDA $SSNLF $TSM )
https://t.co/UEfDPcwQPz
#Intel #INTC #Apple #AAPL #Nvidia #NVDA #AIchips #AIchipStocks #ArtificialIntelligence #AIsupercycle #DataCenter #FoundryServices #ChipWar
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We break down companies like this every week — the ones hiding in plain sight.
🔁 Retweet if UMC surprised you.
$UMC #Semiconductors #ChipWar #Investing #TechStocks
12/12
The real leverage is shifting upstream (materials, lithography) and downstream (advanced packaging). The winners won’t be those who build chips but those who control the critical choke points of the value chain.
#ChipWar
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