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Dan Nystedt Profile picture
@dnystedt
Jun 11 • 6 tweets • 3 min read • Read on X
1/6 Driven by surging demand for Nvidia Blackwell-based systems, Taiwan's top six AI server makers' monthly revenue is climbing at an average 39.4% year-on-year clip in 2025, up sharply from 10% last year. $NVDA $TSM #semiconductors Image
2/6 Check out the lift-off in 2025 versus prior years. $NVDA $TSM #AIservers #semiconductors Image
3/6 The “Big 6” reported record combined monthly revenue of NT$1.163 trillion (US$38.8 billion) in May 2025, a 40.1% year-on-year increase that topped last October's NT$1.162 trillion.

They are: Foxconn, Quanta, Wistron, Inventec, Wiwynn and Gigabyte. #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte
4/6 Strong growth is expected to continue as revenue typically peaks in September-November. However, US tariffs may pull some 2025 demand forward, impacting later sales.
5/6 Nvidia's product cycle is driving seasonality this year, with Blackwell shipments now ramping up. Blackwell Ultra is up next. $NVDA $TSM #semiconductors #AIservers #Blackwell #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte
6/6 Links:
Foxconn (Hon Hai Precision Industry): foxconn.com/en-us/investor…

Quanta Computer Inc: quantatw.com/Quanta/chinese…

Wistron Corp: wistron.com/en/Investors/F…

Inventec Corp: inventec.com/en/finance

Wiwynn Corp: wiwynn.com/investors?srsl…

Gigabyte Technology Co. Ltd:
gigabyte.com/Investor/81

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More from @dnystedt

Dan Nystedt Profile picture
Apr 17
SemiAnalysis:
-China’s top AI server, the Huawei AI CloudMatrix 384, beats the best US one, the Nvidia GB200 NVL72

-TSMC manufactured the “vast majority of Ascend 910B and 910C” chips

-Samsung provided the HBM memory chips.

-China's semiconductor manufacturing is improving fast due to ease buying equipment

-The US needs to act fast to slow Huawei and China down. Thread 1/7 $NVDA $TSM #Samsung #Huawei #semiconductors #semiconductor #AIservers
2/7 SemiAnalysis: “Huawei and China now have AI system capabilities that can beat Nvidia’s…A full CloudMatrix system can now deliver 300 PFLOPs of dense BF16 compute, almost double that of the (Nvidia) GB200 NVL72” with a drawback, “it takes 3.9x the power of a GB200 NVL72.” Power deficiencies are not a limiting factor in China.
3/7 SemiAnalysis: “The CloudMatrix 384 consists of 384 Ascend 910C chips connected through an all-to-all topology. The tradeoff is simple: having five times as many Ascends more than offsets each GPU being only one-third the performance of an Nvidia Blackwell.”
Read 9 tweets
Dan Nystedt Profile picture
Mar 23
Nvidia’s Aggressive Roadmap: Too Fast, Too Furious?

In May 2024, Nvidia unveiled a bold shift to a one-year release cycle for its AI data center chips, ditching the previous two-year pace. It’s a strategy designed to match the breakneck speed of the AI market and keep rivals scrambling. But has Nvidia bitten off more than it can chew? 1/7 $NVDA $TSM $HXSCL #SKhynix #Foxconn #semiconductors #semiconductor
2/7 A design flaw—“100% Nvidia’s fault,” as CEO Jensen Huang admitted—delayed the Blackwell rollout (B100 and B200) by three months. Now, with Blackwell systems finally hitting the market, they’re barreling toward a potential collision with Blackwell Ultra (B300) in the second half of 2025. This overlap could see the two vying for attention, resources, and customer budgets. It’s fair to ask: Did the accelerated design cycle play a role in that flaw slipping through?
3/7 Some Blackwell systems shipped late last year, but volume shipments of the GB200 kicked off in Q1 2025. Foxconn, the world’s biggest AI server maker, predicts its Q1 AI server revenue will soar 100% both year-on-year and quarter-over-quarter—a massive leap tied to Blackwell’s rollout.
Read 8 tweets
Dan Nystedt Profile picture
Mar 19
Nvidia: Four hyperscalers bought 3.6 million Blackwell chips (B200) so far in 2025
-Blackwell Ultra (B300) and GB300 available from 2nd half 2025
Next gen chip:
-Vera Rubin available 2nd half 2026
-Vera Rubin Ultra in 2027
Next gen:
-Feynman scheduled for 2028
DGX personal AI computers with Blackwell Ultra chips inside
Quantum-X Photonics networking chips due out later 2025
Spectrum-X Photonics chips in 2026
Thread 1/ $NVDA $AMZN $GOOGL $META $MSFT $ORCL $DELL $HPQ $CSCO $SMCI #semiconductors #semiconductor reuters.com/technology/eve…
Read 11 tweets
Dan Nystedt Profile picture
Mar 7
TSMC Chairman C.C. Wei said its US fabs are already fully booked through 2027, with new 2027 production lines also reserved, media report, adding despite expanded US investments, Taiwan won’t suffer as although 11 new production lines will be built in Taiwan this year, “…it is still not enough,” he said, adding there will be another 10+ more production lines built in Taiwan in the next few years, and even that won’t be enough. 1/5 $TSM $AAPL $NVDA $AVGO $AMD $MRVL $AMAT $ASML $LRCX $TOELY $KLAC #semiconductors #semiconductor money.udn.com/money/story/56…
2/5 TSMC’s Wei made the comments in a joint press conference with Taiwan President William Lai, and made use of the TV cameras by adding that there still isn’t enough land in Taiwan for fabs, to which President Lai immediately said the government will absolutely help provide more land, water and electricity.
3/5 TSMC’s chairman also dismissed concerns that a new US R&D center would undermine Taiwan, stating it will employ 1,000 researchers to optimize production and yields, reducing reliance on Taiwan. He emphasized that Taiwan’s 10,000-strong Hsinchu team will lead R&D for 2nm, 1.6nm, and 1.4nm technologies. (Note: Should be no surprise as all 3 nodes are already under development.)
Read 5 tweets
Dan Nystedt Profile picture
Mar 5
Taiwan’s big reaction to TSMC’s US$165 billion investment in the US via the media: a potential real estate bust, losing TSMC technology and the Silicon Shield, more: Thread: 1/7
2/7 Taiwan’s real estate market may be first to feel the impact of TSMC’s big investment in the US, media report, as real estate prices in some local markets soared based on TSMC investment plans which now might not materialize. Examples: the price-per-ping (local measurement) in Hsinchu County’s BaoShan township rose 120%, while Chiayi County’s Puzi City rose 95%. $TSM #semiconductors news.cnyes.com/news/id/5881563
3/7 Former Taiwan President Ying-jeou Ma called for the current administration to protect TSMC due to its great importance in national security and asked, ‘is selling TSMC is enough?’ and ‘what else is left to sell later?’ $TSM #semiconductors ettoday.net/news/20250304/…
Read 8 tweets
Dan Nystedt Profile picture
Feb 2
There’s an old saying, “a hammer is a great tool, but not for a window.”

Tariffs are similar: one of many tools, and very effective when used for the right job. In semiconductors, it’s almost always wrong.
Thread 1/25 $TSM $AAPL $NVDA $AVGO $AMZN $MSFT $GOOGL $META $AMAT $LRCX $KLAC #semiconductors #semiconductor
2/25 The aim of promised 100% tariffs on Taiwan semiconductors is to entice Taiwan semiconductor makers to build more fabs in the US, despite TSMC having already opened one fab as part of a US$65 billion investment that will ultimately make the US host to 3 advanced TSMC fabs, the only ones outside of Taiwan.
3/25 Apple and AI would likely take the biggest hit from any tariffs, while US semiconductor equipment makers like Applied Materials, Lam Research, KLA Corp., and others could also suffer. $AAPL $NVDA $AMAT $LRXC $KLAC
Read 25 tweets

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