$INTC $AMD $TSM $BESI #HybridBonding 来源: Chips & WASMI QMar25 - 6th straight quarter of q/q growth; Tokyo Electron QMar25 - QMar revenue up 20% q/q; 4Qorvo QMar25 - Revenue down -8% q/q and -5% y/y toSamsung 1Q25 - Semi revenue down -20% q/q and up 2$HIMS saw its strongest buying volume ever yesterd#ASMPT doesn't offer many technical, or non-financVery interesting to see how different companies deThe many documented failures of Stellantis (ask anI have never been more optimistic about $TSLA and MediaTek 1Q25: Revenue up 8% q/q & 10% y/y to $4.7Huawei has delivered more than 10 sets of its ClouBack in February there were rumors that $NVDA was $ NVIDIA.US can it still return to 112 this weekSamsung Electronics may be in the final stages of KYEC, the main provider of chip testing services tTSMC Arizona broke ground on its 3rd fab on TuesdaApple continues to expand iPhone production in IndThe Trump administration is working on new semiconSamsung Electronics 1st quarter earnings: 1/3 Reve$NVIDIA(NVDA.US)Trump officials eye changes to BidSecretary of Defense, Pete Hegseth: "All I ever waTrump just now: “You’re not supposed to criticize $SBUX (-7% AH, no position) after 2Q metrics misseWatch out Nancy because Marjorie Taylor Green is cI might get $HIMS tattooed on my foreheadI'm not sure what to infer from $ADBE's pricing ta“WE’RE LIVING IN A WHOLE NEW WORLD” From Donald TrAn Opportunity Like This Won't Come Again...Rahm Emanuel former mayor of Chicago famously saidVA Secretary Doug Collins: “The first 100 days of "He is the most consequential American leader of tAuto Workers for Trump founder Brian Pannebecker: TOM EMMER: “PROMISES MADE, PROMISES KEPT!” From Do"I really love the cabinet meetings. He lets the A"We'll look back 20 years from now, 30 years from “PRESIDENT TRUMP’S FIRST 100 DAYS—WIN AFTER WIN FOSenator Bill Hagerty: "This has been the most effe“TODAY OFFICIALLY MARKS 100 DAYS OF PROMISES MADE SPEAKER JOHNSON: “100 DAYS AGO, PRESIDENT TRUMP ST🚨 Tesla disclosed that in the first quarter of 202100 VERY SPECIAL DAYS. MAKE AMERICA GREAT AGAIN!!!🔥The exterior of Tesla's Semi truck factory has beVery important read-across to #HBM from $TER Q1 reATE SoC Equipment sales: #Advantest vs. $TER Advan$TER comments on end market demand: "Second quarteI am a longtime fan of @benthompson and @stratecheCadence 1Q25 - Revenue down -8% q/q& up 23% y/y to$HIMS 🤯 +33% in the PM$HIMS now sits at a record 31.50% short interest 🍋