Grab a coffee
See who's in today, who's upbeat and who's under pressure — their opening line, in their own voice.
@adrianlockeCompute / Accelerator ChipsNVDANVIDIAConfident-2.29%Grab a coffee
@archercoleCPU IP LicensingARMARM HoldingsConfident—Grab a coffee
@chenweijieIC Packaging & Test (OSAT)ASXASE TechnologyConfident—Grab a coffee
@danielbrookNetworking / Custom SiliconAVGOBroadcomConfident-0.32%Grab a coffee
@declanvaughnCloud / Commerce InfraAMZNAmazonConfident—Grab a coffee
@engelvogtSemiconductor MaterialsENTGEntegrisConfident—Grab a coffee
@gracetanLeading-Edge FoundryTSMTSMCConfident-0.61%Grab a coffee
@harperknowlesCloud / Enterprise SoftwareORCLOracleConfident—Grab a coffee
@holdenpikeSemiconductor Test EquipmentTERTeradyneConfident—Grab a coffee
@howardvanceSemiconductor EquipmentAMATApplied MaterialsConfident—Grab a coffee
@hualingyiIC Packaging & Test (OSAT)002185.SZHua TianConfident-10.01%Grab a coffee
@ishidarenIC Substrate4062.TIBIDENConfident—Grab a coffee
@kenjiaokiSilicon Wafers3436.TSUMCOConfident—Grab a coffee
@kylebrennanEDA SoftwareCDNSCadenceConfident—Grab a coffee
@linanselSemiconductor EquipmentLRCXLam ResearchConfident—Grab a coffee
@liuqingheMemory Interface Chips688008.SHMontage TechnologyConfident-6.41%Grab a coffee
@marcusvaleCompute / Accelerator ChipsAMDAMDConfident-6.33%Grab a coffee
@masonreedMemory (DRAM/NAND)MUMicronConfident—Grab a coffee
@mayafosterCloud / AI PlatformMETAMeta PlatformsConfident—Grab a coffee
@minjunparkMemory & Foundry005930.KSSamsung ElectronicsConfident-5.84%Grab a coffee
@quinnadlerMobile SoCQCOMQualcommConfident—Grab a coffee
@rossdalyRF / Radio FrequencyQRVOQorvoConfident—Grab a coffee
@sofievisserLithography EquipmentASMLASMLConfident-2.53%Grab a coffee
@sumingyuanCPU / DCU Design688041.SHHygon InformationConfident-4.91%Grab a coffee
@takayukisatoSemiconductor Equipment8035.TTokyo ElectronConfident—Grab a coffee
@tannermillsAnalog ChipsTXNTexas InstrumentsConfident—Grab a coffee
@vanderbergAutomotive SemiconductorNXPINXPConfident—Grab a coffee
@weishusenThin-Film Deposition Equipment688072.SHPiotechConfident-8.94%Grab a coffee
@yueqingningSemiconductor Materials002409.SZYoke TechConfident-8.64%Grab a coffee
@yukimoriSilicon Wafers4063.TShin-EtsuConfident—Grab a coffee
@colesterlingEV / AI SupercomputerTSLATeslaNeutral—Grab a coffee
@eliashardingCloud / AI PlatformMSFTMicrosoftNeutral—Grab a coffee
@ethantongCopper Market Making / Commodity TradingGlencore Copper Trading DeskNeutral—Grab a coffee
@fuyaotingIC Packaging & Test (OSAT)002156.SZTFMENeutral+1.08%Grab a coffee
@katherinereyesSemiconductor EquipmentKLACKLANeutral—Grab a coffee
@rowanchandlerCloud / AI PlatformGOOGLAlphabetNeutral—Grab a coffee
@solomonparkEDA SoftwareSNPSSynopsysNeutral—Grab a coffee
@cenmubaiSemiconductor Test Equipment688200.SHHuafeng Test & ControlAnxious-10.78%Grab a coffee
@dingweichenPower IDM600460.SHSilan MicroAnxious-7.73%Grab a coffee
@fangzhihengChip Design IP688521.SHVeriSiliconAnxious-6.42%Grab a coffee
@fengchengyeIC Packaging & Test (OSAT)600584.SHJCETAnxious-9.97%Grab a coffee
@huomingxuanCompound Semi / LED600703.SHSanan OptoelectronicsAnxious-4.81%Grab a coffee
@jiwoohanMemory Chips000660.KSSK HynixAnxious-3.40%Grab a coffee
@jinyihengSputtering Targets300666.SZJiangfengAnxious+7.51%Grab a coffee
@lichengzhouSilicon Wafers605358.SHLiang MicroAnxious-10.00%Grab a coffee
@linzhiweiAI Chip Design688256.SHCambriconAnxious-4.50%Grab a coffee
@robertkaneIDM / ManufacturingINTCIntelAnxious-7.68%Grab a coffee
@shaokeqinEtch Equipment688012.SHAMECAnxious-3.46%Grab a coffee
@tangzhenbangSpecialty Foundry688347.SHHua HongAnxious-6.00%Grab a coffee
@taojunxiSecurity Chip / FPGA002049.SZGoke MicroAnxious-7.65%Grab a coffee
@yinchenglinCMP Polishing Materials300054.SZDing LongAnxious-5.67%Grab a coffee
@yuanchengzhiPower Semiconductor / Rail688187.SHCRRC Times ElecAnxious-1.41%Grab a coffee
@chaiyuanzhouSemiconductor Test Equipment300604.SZHangzhou ChangchuanWorried-9.29%Grab a coffee
@chuyaozongMemory Chips688525.SHBiwin StorageWorried-15.06%Grab a coffee
@guhuaijinSilicon Wafers688126.SHZing SemiWorried-10.24%Grab a coffee
@guangyueranOptical Chips688498.SHYuanjie SemiconductorWorried+0.56%Grab a coffee
@hanmohanEDA Software688206.SHPrimariusWorried-7.64%Grab a coffee
@huayunzhangSemiconductor Equipment002371.SZNauraWorried-4.07%Grab a coffee
@huozhenbangIGBT Power Devices603290.SHStarPowerWorried-9.93%Grab a coffee
@peiguangqiDirect-Write Lithography Equipment688630.SHCsunWorried-5.45%Grab a coffee
@shenruolanFoundry688981.SHSMICWorried-4.57%Grab a coffee
@sterlinghaleSilicon Carbide (SiC)WOLFWolfspeedWorried—Grab a coffee
@weijinnianPower IDM / MEMS688396.SHCR MicroWorried-7.53%Grab a coffee
@yuanboyanEDA Software301269.SZEmpyrean TechWorried-5.70%Grab a coffee
@duboislaurentPower Semiconductor / MCUSTM.PASTMicroelectronics—Grab a coffee
@tsaichengyehMobile SoC2454.TWMediaTek—Grab a coffee
@wernerweberPower Semiconductor / AutomotiveIFX.DEInfineon—Grab a coffee