Latest posts from @LinQingV on X (Twitter)
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
What they post about
The account focuses on the analysis of the Chinese semiconductor market, discussing key issues such as domestic production capabilities and pricing strategies. It also provides insights into AI chip design and its implications for capital markets. Recent posts highlight IPO announcements and their significance within the tech sector. Additionally, the account engages in discussions about stock market trends related to semiconductor companies.
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Solidigm Considers Building NAND Factory in U.S.
Solidigm, a subsidiary of SK hynix, is contemplating establishing a NAND flash memory factory in the U.S., with New York State as a potential location. This move aims to reduce dependency on their existing Chinese production line and navigate trade restrictions.
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CXMT Plans 3D NAND Development Line in Beijing
CXMT is planning to set up a 3D NAND development line in its new Beijing facility, alongside a research institute. The project aims to expand their NAND capabilities, though production timelines remain uncertain.
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Memory Price Surge Spreads Across Supply Chain
The rising cost of memory is impacting the entire supply chain, with projections indicating significant price increases for HBM and traditional DRAM. Companies like Micron and SK hynix are expected to benefit, while supply shortages continue to loom.
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Material and Equipment Bottlenecks Shift from Chips
The bottleneck in the semiconductor industry is shifting from chips to materials and equipment. Key suppliers like Nittobo and Coherent are facing increased demand, leading to extended lead times and rising costs.
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Strong Agreement Expressed
A brief yet emphatic statement of agreement is shared, highlighting a strong concurrence with a previously mentioned idea or opinion. The post conveys a sense of unity and understanding.
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The 22-Year Cycle: A Judgement Call
The post discusses the assessment of a 22-year cycle, focusing on its implications and outcomes. It provides insights into the patterns and decisions made during this period, offering a reflective view on its significance.
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Starryblu: Bridging Overseas Subscriptions and Payments
Starryblu emerges as a versatile tool for managing overseas subscriptions and payments, offering solutions for users facing cross-border payment issues. Supporting multiple currencies and virtual Mastercard applications, it simplifies transactions for Chinese users by integrating domestic and international financial services.
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AI's Potential: A Glimpse into the Future
The post envisions a future where AI technology allows individuals to independently train models, design ASICs, and deploy models. It highlights the growing capability of AI and questions the role of human value in this evolving landscape.
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DeepSeek's Insight: The Power of AI
DeepSeek's article explores the transformative impact of AI, reflecting on its capabilities and the acceptance of this reality by many. The post suggests that AI's influence is a significant topic, resonating with audiences as they adapt to technological advancements.
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Crypto's Capital Drain: A Historical Perspective
The post analyzes the massive capital consumption by the crypto industry since 2016, comparing it to historical financial bubbles. Despite the losses, it suggests that these investments lay the groundwork for future technological advancements, much like past infrastructure booms.
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US 10-Year Yield Hits 5.5%
The US 10-year Treasury yield has reached 5.5%, a figure that aligns with market expectations and forecasts.
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Anthropic's Revenue and Profitability Insights
Anthropic reports significant revenue growth and high gross margins, but deeper analysis reveals underlying financial challenges and the impact of stock-based compensation and cloud expenses.
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White Leftist Dilemma: A Call for Innovation
The ongoing debate around the white leftist approach calls for fresh perspectives and innovative solutions to address current challenges.
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Pioneering AI Firms Urge Caution
In a surprising consensus, AI leaders including Anthropic, OpenAI, and xAI advocate for a cautious approach to AI development, balancing safety with commercial interests.
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Lessons from Entrepreneurship: Embrace Failure
Reflecting on past entrepreneurial struggles, the importance of accepting failure and learning from setbacks is emphasized as a vital skill for long-term success.
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GPT5.6 Sol Token Usage Skyrockets
An astonishing 34 billion GPT5.6 Sol tokens were used last month, nearing a $10,000 expense, showcasing the rapid growth and demand for this technology.
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DeepSeek v4.1: Affordable and Efficient
DeepSeek v4.1 is praised for its cost-effectiveness and usability, setting a high standard for LLM AI labs and pushing competitive advancements in the field.
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Unexpected Break: Leg and Foot
A surprising incident has left a gap between the leg and foot, causing amusement and curiosity among onlookers. The situation, shared on social media, has sparked a wave of humorous reactions.
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Artistic Experimentation with DeepSeek v4.1
An intriguing attempt to create 'Biking Flamingo' using DeepSeek v4.1 in Codex has led to unexpected results. Despite the prompt requiring SVG, the artwork remains static, raising questions about the process and outcome.
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Thrilling Return to National Racing Tracks
The national racing circuit is set for an exciting comeback, promising thrilling competitions and showcasing local talents. This revival is eagerly anticipated by racing enthusiasts and participants alike.
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