| 1 | Sep 5, '25 | Zuckerberg: Will invest around $600B by 2028 - Zuckerberg says Meta will invest ~$600B in AI infra by 2028. - Meta already guided CapEx of $70B in 2025 and ~$100B in 2026. - To act | 67× | 2.5M | 3.7k | 272 | 686 |
| 2 | Nov 2, '25 | I didn’t expect Xi Jinping to dislike Korean makgeolli this much lol. He’s making such a “Wha—what is this?!” kind of face. (Makgeolli = traditional Korean rice wine) | 54× | 2M | 8.9k | 619 | 1.5k |
| 3 | Oct 27, '25 | A perfectly timed article from Reuters. “AI is killing consulting.” What’s truly fascinating is this part: “For example, if a company performs a project in-house, it costs around $ | 31.8× | 1.2M | 2.2k | 254 | 1.3k |
| 4 | Oct 30, '25 | Samsung Chairman Lee Jae-yong (live): “Why are there so many iPhones here?” | 24.3× | 895k | 3.8k | 253 | 506 |
| 5 | Oct 18, '25 | At TSMC, PhD-level engineers work in three rotating shifts. The fabs in Taiwan run 24 hours a day without stopping. Do you really think Americans would work like this? Or even want | 23.8× | 876k | 2k | 130 | 524 |
| 6 | Oct 12, '25 | FT: Elon Musk’s xAI is developing a technology known as “world models”, which are artificial intelligence (AI) systems capable of understanding and designing physical environments. | 21.3× | 783k | 2.5k | 311 | 638 |
| 7 | Jan 26, '25 | Does the emergence of DeepSeek mean that cutting-edge LLM development no longer requires large-scale GPU clusters? • Analysis by Mirae Asset Securities Korea Does this imply that c | 20.5× | 755k | 1.1k | 260 | 670 |
| 8 | Oct 28, '25 | Amazon laid off 30,000 employees today, an even larger cut than during the industry contraction in 2022. The reason is simple: They don’t have enough capex left to buy GPUs. As a r | 19.1× | 705k | 1.2k | 160 | 895 |
| 9 | Apr 19, '25 | My Thoughts on China Just a few years ago, like most Koreans, I was intensely anti‑China—no, I was outright Sinophobic. Whenever I encountered Chinese players in online games, I wo | 18.3× | 674k | 1.9k | 189 | 575 |
| 10 | Sep 14, '25 | Asia Inside: Why is Taiwan the Poorest Among Developed Countries? On paper, Taiwan looks prosperous. Its per capita income is comparable to South Korea’s, placing it firmly in the | 16.9× | 623k | 653 | 111 | 433 |
| 11 | Oct 30, '25 | Jensen Huang: “Hey, Jae-yong! When I was using Samsung’s GDDR, you were young and arrogant! Haha.” | 12.5× | 461k | 2.6k | 295 | 485 |
| 12 | Nov 13, '25 | Exclusive: Musk Is Actually Building a Full-Stack Semiconductor Supply Chain Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive sem | 12.2× | 451k | 1.2k | 112 | 500 |
| 13 | Oct 17, '25 | Deutsche Bank: Growth of ChatGPT’s Paying Users in Europe Has Stalled The flagship product of the AI industry, ChatGPT, is facing a major challenge. Growth in paying users across E | 12.1× | 447k | 588 | 142 | 444 |
| 14 | Jan 29, '25 | The article has finally been published. It is reported that NVIDIA’s CEO, Jensen Huang, made the following remarks to Samsung Semiconductor’s executives last September: “NVIDIA is | 10.4× | 381k | 822 | 125 | 304 |
| 15 | Apr 20, '25 | 30 Years After Jiang Zemin’s Visit to Ulsan: How China Swallowed the Shipbuilding Industry- Joongang ilbo One early winter day in November 1995, a 71‑year‑old senior Chinese offici | 9.0× | 331k | 1.1k | 249 | 758 |
| 16 | Nov 11, '25 | Yann LeCun is leaving Meta lol. Of course. He ended up in a position where he has to report to a kid much younger than him — how could his pride not be hurt? If I were him, I’d lea | 9.0× | 331k | 2.5k | 142 | 403 |
| 17 | Oct 30, '25 | (The audience shows how their NVIDIA and Samsung stock prices have gone up.) (Lee Jae-yong, trying to continue the event) Jensen Huang: “Look at that!!” | 8.2× | 302k | 2k | 118 | 303 |
| 18 | Feb 13, '25 | DIGITIMES: Three proposals the United States has presented to TSMC. 1. TSMC would build an advanced packaging facility in the US, offering integrated services from wafer manufactur | 8.0× | 296k | 453 | 108 | 243 |
| 19 | Oct 16, '25 | Goldman Sachs: Many companies have experienced an average productivity improvement of 25–30% after adopting AI. | 7.4× | 274k | 811 | 134 | 347 |
| 20 | Oct 21, '25 | The hottest topic right now in the biggest U.S. stock community in Korea is Beyond Meat (BYND). Just a few days ago, they were hyping up quantum computers… Koreans = gambling addic | 7.3× | 268k | 1.2k | 66 | 290 |
| 21 | Jan 29, '25 | Just in: OpenAI secures evidence that DeepSeek used its proprietary model for training • The Financial Times reports that DeepSeek used OpenAI’s proprietary model to train its own | 7.2× | 266k | 563 | 53 | 175 |
| 22 | Nov 2, '25 | [Exclusive] Samsung to Hold ‘AI-Focused’ Galaxy Unpacked Event in San Francisco on February 25 for Galaxy S26 Samsung Electronics will hold its “Galaxy Unpacked” event on February | 7.0× | 258k | 580 | 60 | 61 |
| 23 | Oct 20, '25 | Honestly, DeepSeek trades better than I do. A 42% return… that’s insane. How many more years do you think hedge fund traders will be able to keep their jobs? Won’t the profession o | 6.1× | 223k | 1.4k | 58 | 523 |
| 24 | Nov 12, '25 | Morgan Stanley: This memory “super cycle” will far surpass the historical peak Morgan Stanley pointed out that a new memory “super cycle” driven by AI has already arrived, and its | 6.1× | 223k | 1.1k | 213 | 917 |
| 25 | Feb 4, '25 | MORGAN STANLEY: THE SHIPMENT FORECAST FOR NVIDIA GB200 NVL72 THIS YEAR HAS BEEN SIGNIFICANTLY REVISED DOWNWARD FROM 30,000–35,000 UNITS TO 20,000–25,000 UNITS, WITH A PESSIMISTIC S | 5.9× | 218k | 468 | 95 | 166 |
| 26 | Sep 28, '25 | Such fascinating news, haha. It turns out that before Amazon and Google announce anything new about their own ASIC efforts, they first “report” it to Jensen Huang, haha. Really int | 5.9× | 216k | 1.2k | 85 | 342 |
| 27 | Mar 30, '25 | Due to NVIDIA shortening its GPU architecture upgrade cycle from two years to one year, the depreciation of GPUs at big tech companies is accelerating sharply. NVIDIA’s move is unw | 5.8× | 213k | 697 | 111 | 318 |
| 28 | Oct 31, '25 | This is so disgusting. The Taiwanese reporter (the woman on the far left, smiling) asked Jensen Huang, with a smile, what kinds of fears or concerns he might have if a Korean found | 5.8× | 212k | 541 | 24 | 193 |
| 29 | Oct 20, '25 | Breaking: Exynos 2600 Performance Leaked According to reports from Korean media, the Exynos 2600 delivers the following performance: • Over 6× stronger NPU performance compared to | 5.4× | 199k | 683 | 62 | 92 |
| 30 | May 11, '25 | 🚨NVIDIA RAISES GPU PRICES BY 15–20% | 5.1× | 188k | 695 | 78 | 65 |
| 31 | Apr 16, '25 | WTF? The U.S. just slapped a 245% tariff on Chinese products | 5.0× | 183k | 421 | 79 | 73 |
| 32 | Jul 3, '25 | Z Fold 7 | 4.9× | 182k | 1.6k | 133 | 151 |
| 33 | Aug 16, '25 | Morgan Stanley: AI inference is an incredibly profitable business. In its newly released report, the firm used a detailed financial model to calculate, for the first time from an e | 4.9× | 181k | 511 | 88 | 451 |
| 34 | Oct 30, '25 | Jensen Huang: “Are there any NVIDIA investors here?” (Audience cheers) Jensen Huang: “That’s why Korea is rich.” | 4.7× | 175k | 3.1k | 189 | 263 |
| 35 | Nov 2, '25 | Morgan Stanley: AWS is suffering from compute bottlenecks, and AWS is now entering an “AI growth acceleration cycle.” Morgan Stanley’s analyst summarized four key growth drivers. ① | 4.7× | 174k | 811 | 140 | 488 |
| 36 | Nov 10, '25 | We’re starting to see Korean brokerages suggest that SK hynix may soon issue ADRs… My American friends, you may finally be able to buy SK hynix! | 4.6× | 169k | 509 | 48 | 91 |
| 37 | Sep 21, '25 | Samsung Galaxy S26 Ultra to Feature New M14 and COE Technologies: ‘Brighter and Thinner’ The display of Samsung’s upcoming Galaxy S26 Ultra, set for release early next year, is exp | 4.5× | 166k | 657 | 58 | 128 |
| 38 | Nov 2, '25 | President Xi Jinping feels like a very human leader… Is this the power of media? (This photo wasn’t generated by AI, lol) | 4.3× | 158k | 655 | 8 | 19 |
| 39 | Nov 4, '25 | According to the Financial Times, after the Chinese government banned the purchase of Nvidia chips, major Chinese tech companies such as ByteDance and Alibaba faced rising electric | 4.1× | 151k | 783 | 123 | 278 |
| 40 | Oct 6, '25 | OpenAI also has the option to acquire up to ~10% of AMD stock at $0.01/shr. WTF??? | 4.1× | 150k | 932 | 27 | 98 |
| 41 | Oct 22, '25 | Deutsche Bank stated that China is taking a leading position in industrial innovation by focusing on STEM (Science, Technology, Engineering, and Mathematics) education and talent d | 4.0× | 146k | 562 | 124 | 143 |
| 42 | Feb 8, '25 | Morgan Stanley’s analysis is the best in the industry. It’s data you won’t find anywhere else… | 3.9× | 144k | 522 | 57 | 489 |
| 43 | Oct 3, '25 | Citi: We estimate that due to AI computing demand, an additional 55 GW of power capacity will be required globally by 2030, leading to $1.4 trillion of incremental AI computing exp | 3.8× | 139k | 575 | 108 | 305 |
| 44 | Oct 30, '25 | UBS hyperscaler CAPEX overview | 3.7× | 138k | 485 | 90 | 412 |
| 45 | Apr 28, '25 | Rumor: Nvidia is considering establishing a joint venture in China to preserve the CUDA ecosystem and potentially spin off its Chinese operations in the future. | 3.6× | 133k | 405 | 49 | 80 |
| 46 | May 30, '25 | This is kind of scary. It only takes Chinese companies three months to switch from NVIDIA to Huawei. | 3.6× | 132k | 642 | 110 | 107 |
| 47 | Nov 9, '25 | If you don’t know which ASIC company will win, buy TSMC. All GPUs and ASICs are manufactured at TSMC. | 3.6× | 132k | 645 | 43 | 196 |
| 48 | Oct 13, '25 | I can’t believe this is actually AI. 『Created a live-action Chainsaw Man film set with AI 』 | 3.5× | 130k | 1.3k | 118 | 483 |
| 49 | Oct 30, '25 | I never thought I’d see Jensen Huang delivering chicken on the news. | 3.4× | 125k | 970 | 39 | 59 |
| 50 | Feb 15, '25 | The following is the information that an anonymous person conveyed to me regarding Google’s evaluation of DeepSeek. Internal Information from Google: 1. Deepseek is the real deal. | 3.4× | 124k | 524 | 54 | 236 |
| 51 | Sep 18, '25 | Huawei’s Rotating Chairman Xu Zhijun Announces: “The World’s Most Powerful Super Node Will Be Released in Q4 This Year” On September 18, at the “Huawei Connect 2025” event, Huawei’ | 3.4× | 124k | 506 | 103 | 130 |
| 52 | Jan 31, '25 | The greatest analysis in history. Within a few days, SemiAnalysis’s analysis will dominate headlines worldwide. | 3.4× | 124k | 588 | 57 | 345 |
| 53 | Nov 8, '25 | China’s robot company DOBOT is reportedly selling a robot dog “Rover X1” for 7,499 RMB (about 1,050 USD). Does that make sense? They’re already releasing robots at this price? | 3.3× | 123k | 1.1k | 158 | 305 |
| 54 | Oct 11, '25 | • Each humanoid robot requires 0.9 kg of rare-earth metals, comparable to that of an electric vehicle, including 28 rotary and linear actuators for joints and 12 actuators for the | 3.3× | 121k | 909 | 206 | 545 |
| 55 | Feb 14, '25 | Morgan Stanley: Despite ASICs, Nvidia will continue to maintain a dominant market share. The ASIC category is neither superior nor inferior to commercial GPUs—it is simply another | 3.3× | 120k | 394 | 67 | 405 |
| 56 | Mar 7, '25 | If this is real, I’ll be bowing to Beijing every day. | 3.2× | 117k | 888 | 60 | 189 |
| 57 | Mar 24, '25 | The DeepSeek ASIC is coming! Haha, this is really exciting. I’ll gather a bit more information and share it later. What I know for now is which company won the order. | 3.1× | 113k | 530 | 45 | 147 |
| 58 | May 29, '25 | According to Taiwanese media, internal sources at Huawei revealed that the company has already begun developing 3nm chips, adopting GAA (Gate-All-Around) architecture and two-dimen | 3.0× | 112k | 629 | 85 | 153 |
| 59 | Oct 29, '25 | NVIDIA CEO Jensen Huang is reportedly planning a “chicken and beer” gathering in Seoul’s Samsung-dong with Samsung Group Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chun | 2.9× | 105k | 462 | 39 | 75 |
| 60 | Apr 26, '25 | China Attracts South Korea’s Top National Scholars, Building Research Institutes for Them – JoongAng Ilbo Some of South Korea’s most prominent national scholars have moved to Chine | 2.8× | 102k | 432 | 78 | 157 |
| 61 | Feb 16, '25 | Report: TSMC Expected to Acquire a 20% Stake in Intel Fab, with Major Companies such as Qualcomm and Broadcom Also Participating According to reports from Taiwanese media citing su | 2.7× | 100k | 411 | 84 | 143 |
| 62 | Oct 20, '25 | [Exclusive] Galaxy S26 confirmed to feature ‘Exynos 2600’—six times faster than Apple’s chip The upcoming Galaxy S26 series, set for release early next year, will be equipped with | 2.7× | 100k | 489 | 53 | 74 |
| 63 | Nov 2, '25 | Detailed explanation of the U.S. data center frenzy: 45 GW, $2.5 trillion in investment—who is building and who is funding it? An infrastructure race driven by artificial intellige | 2.6× | 95k | 640 | 107 | 789 |
| 64 | Jan 28, '25 | Morgan Stanley’s View on the DeepSeek Shock 1. Semiconductors While DeepSeek’s success is unlikely to alter semiconductor investment plans significantly, there are several factors | 2.6× | 94k | 502 | 110 | 691 |
| 65 | Nov 7, '25 | “Microsoft has developed toolkits to convert CUDA models to AMD’s ROCm so they can run on the MI300X. There has been a significant increase in inquiries regarding the MI400X and MI | 2.5× | 93k | 727 | 89 | 226 |
| 66 | Oct 30, '25 | Jensen Huang: “Korea has the best fried chicken in the world.” | 2.5× | 93k | 2k | 132 | 177 |
| 67 | Oct 8, '25 | BofA: Why is global capital pouring into the data center industry? 1. Initial Investment: Building a 1-megawatt (MW) data center requires approximately $2 million for land acquisit | 2.5× | 91k | 632 | 102 | 719 |
| 68 | Oct 24, '25 | I subscribe to several media outlets, but I’d say Bloomberg is the one most worth paying for. In particular, this article explaining how AWS fell behind in AI is something I truly | 2.4× | 90k | 689 | 62 | 473 |
| 69 | Nov 12, '25 | Samsung, SK Hynix, Micron, Kioxia — almost all NAND flash companies are not increasing fab utilization but rather continuing their production cuts. Except for SanDisk and YMTC, eve | 2.4× | 88k | 493 | 61 | 150 |
| 70 | Oct 7, '25 | My friend told me: “There are three categories currently being called bubbles. One is the CAPEX spending of CSPs (cloud service providers), another is the CAPEX spending of unliste | 2.4× | 88k | 780 | 109 | 516 |
| 71 | Nov 3, '25 | Crazy lol Korea’s SK Securities just raised its target price for SK Hynix to 1 million won… They’re basically saying there’s a 78.9% upside potential. | 2.4× | 88k | 498 | 56 | 145 |
| 72 | Aug 27, '25 | This is absolutely insane… Not only will one of Huawei’s dedicated AI chip factories start production as early as the end of this year, but SMIC is also going to double its 7nm pro | 2.2× | 83k | 569 | 108 | 130 |
| 73 | Oct 10, '25 | TSMC surpasses 71% foundry market share. Samsung’s share falls by 1%. TSMC is the Rockefeller of semiconductors. | 2.2× | 81k | 895 | 119 | 167 |
| 74 | Aug 21, '25 | CHINA PUSHES FOR A TOTAL BAN ON THE USE OF FOREIGN CHIPS FOR INFERENCE | 2.2× | 80k | 436 | 77 | 102 |
| 75 | Sep 19, '25 | JPM: The Intel-NVIDIA partnership will bring greater benefits to NVIDIA than to Intel. $INTC $NVDA | 2.1× | 79k | 801 | 107 | 323 |
| 76 | Oct 31, '25 | “Father of HBM: Nvidia May Acquire a Memory Company Like SanDisk” Professor Jung-Ho Kim, known as the “father of HBM (High Bandwidth Memory)” and a professor in the Department of E | 2.1× | 77k | 704 | 118 | 524 |
| 77 | Oct 8, '25 | The $1 Trillion Mega Deal: Where Does OpenAI’s Money Come From? “Circular Revenue” and “Equity-for-Purchase”: The Financial Engineering Behind a Trillion-Dollar Order OpenAI’s fina | 2.1× | 77k | 738 | 163 | 733 |
| 78 | Aug 18, '25 | I believe that if you’re the CEO of a tech company, you should be an engineer. Isn’t that necessary for the CEO to truly understand the company’s technology? Dr. Lisa Su once said | 2.0× | 73k | 396 | 53 | 68 |
| 79 | Nov 9, '25 | Goldman Sachs: “China has already dominated the robot supply chain: gearing up for mass production in the second half of 2026 — securing annual production capacity of 100,000–1,000 | 1.9× | 72k | 421 | 81 | 176 |
| 80 | Oct 11, '25 | AI-Driven Power Demand Surge in the U.S. Brings Gas Turbines to the Forefront: How GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries Are Responding The U.S. “power crunch | 1.9× | 70k | 409 | 77 | 286 |
| 81 | Sep 12, '25 | OPENAI AND NVIDIA ANNOUNCE MULTI-BILLION DOLLAR UK DATA CENTER PROJECT | 1.9× | 70k | 645 | 52 | 58 |
| 82 | Oct 8, '25 | BofA: Why Must Most of the World’s Data Centers Be Upgraded or Rebuilt? In AI training clusters, network latency is a critical performance bottleneck. To minimize data transfer del | 1.9× | 70k | 494 | 94 | 455 |
| 83 | Mar 11, '25 | DeepSeek officially announced that the news of R2 being released on March 17 is false. | 1.9× | 69k | 866 | 46 | 36 |
| 84 | Jun 4, '25 | * RUMOR: TRUMP APPROVES NVIDIA’S SALE OF DOWNGRADED BLACKWELL CHIP B30 TO CHINA | 1.8× | 65k | 422 | 57 | 44 |
| 85 | Jan 4, '25 | S25 Ultra Source: Ice Universe | 1.7× | 63k | 588 | 40 | 49 |
| 86 | Oct 8, '25 | Bernstein: Sam Altman has the power to either crash the global economy for the next decade or lead us all to the promised land. In my view… as of now, it seems we’re heading toward | 1.7× | 62k | 494 | 44 | 169 |
| 87 | Nov 12, '25 | J.P. Morgan: The AI- and semiconductor-led upcycle extends to 2027; Asia tech still has upside next year J.P. Morgan’s latest research argues that despite persistent market concern | 1.6× | 60k | 569 | 121 | 355 |
| 88 | Oct 31, '25 | Korean semiconductor equipment startup breaks Carl Zeiss’s monopoly, supplies EUV inspection equipment to Japanese photomask company A South Korean semiconductor equipment startup | 1.6× | 59k | 788 | 131 | 349 |
| 89 | Dec 26, '24 | Confirmed ✅ The S25 Slim features ALoP technology. This allows for a reduction in the thickness of the camera bump, solving the issue of the camera bump appearing protruded. Source | 1.6× | 58k | 477 | 22 | 57 |
| 90 | Nov 11, '25 | If you got any insights from my tweet, please leave at least a quick “thank you” in a reply. I’m doing this for free, so it’s a bit disappointing to see only the bookmarks going up | 1.6× | 58k | 873 | 13 | 57 |
| 91 | Oct 20, '25 | Who could have imagined this ten years ago? Today, Germany is running a trade deficit with China in the automotive sector. Does that even make sense? | 1.5× | 55k | 568 | 55 | 73 |
| 92 | Oct 21, '25 | Which software companies will AI bring down? JPMorgan: You can see it at a glance in this chart JPMorgan’s latest research report shows that AI is reshaping the competitive landsca | 1.4× | 52k | 441 | 67 | 583 |
| 93 | Sep 1, '25 | TSMC Surpasses 70% Foundry Market Share in Q2 | 1.3× | 47k | 405 | 55 | 117 |
| 94 | Oct 5, '25 | JPM’s OpenAI Food Chain table | 1.2× | 45k | 454 | 61 | 472 |
| 95 | Oct 31, '25 | Who would pay for the chicken when Jensen Huang, CEO of NVIDIA, Jay Y. Lee, Chairman of Samsung Electronics, and Euisun Chung, Chairman of Hyundai Motor Group, get together? At yes | 1.0× | 37k | 431 | 22 | 79 |
| 96 | May 22, '25 | WTF??? Xiaomi made its own modem?? | 0.9× | 35k | 384 | 33 | 54 |
| 97 | Dec 27, '24 | Just in: Samsung loses bid for Qualcomm Snapdragon 8 Elite 2 chip production. The 8 Elite 2 will be entirely mass-produced by TSMC using their N3P process. Samsung also aimed to wi | 0.9× | 33k | 399 | 32 | 39 |
| 98 | Jan 15, '25 | Leather case for the S25 series. | 0.9× | 33k | 716 | 28 | 50 |
| 99 | Oct 24, '25 | Happy Birthday to me! | 0.7× | 25k | 585 | 1 | 4 |
| 100 | Apr 19, '25 | @AravSrinivas Gmail, Apple calendar | 0.6× | 23k | 399 | 0 | 1 |
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