Edinburgh whisky academy Certificate in Scotch/Irish Whisky/Gin + WSET Wines Lv1 + SSI NIHONSYU Navigator 著有電影音樂地圖+聽出高潮來+如果爵士樂也打季後賽

Taiwan
Joined March 2009
Kyle Chu retweeted
新潟県がNational Geographic「Best of the World 2027」に選ばれたした👏世界のおすすめの旅行先25選の中で。 新潟の魅力が奥深い! nationalgeographic.com/trave…
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TSMC is at the heart of Taiwan’s silicon shield.💚 But our shield comprises many powerful parts.🛡️ Technology, cybersecurity, trust & partnerships of protection.⚙️ This work isn’t an abstraction — it’s what keeps Taiwan🇹🇼 on the map.🌏 Learn more via @NewYorker.🔽 #LLAP🖖
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Kyle Chu retweeted
Palantir CEO Dr. Alex Karp: “The communist party in France has it in their commanding doctrine that if they ever win, the first thing they’ll do is fire Palantir. “Which I’m very proud of. Send that to our shareholders.”
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Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that semiconductor shortages could worsen in 2027 stating: "I do think it gets worse next year in terms of demand and supply". I think it's strange we're getting unprecedented forward visibility with memory... as $GOOGL and richest hyperscalers seek LTAs into 2035. And a major sector crash as well over durability/financing concerns.
$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up 80% to 100% in the Q1 2027. Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.
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Kyle Chu retweeted
大家以為 Elon 在預言中國記憶體要崛起,其實這是一個大買家在牌桌上出牌。 故事要從 7 月講起。 7/22 特斯拉法說會,Elon 突然停下來,謝謝美光。他說美光要做很多很艱難的分配決定,結果給了特斯拉很大的配額,而且條件合理,在記憶體價格這麼瘋狂的時候。 你很少聽到一個 CEO 在法說會上謝供應商。會謝,代表他拿到貨不是理所當然。 10/2,第二張牌。特斯拉 AI5 晶片的 RAM 砍半,只剩 72GB,AI6 砍到原本的三分之一。他說這是「唯一能拿到足夠量的辦法」。 世界上最會砸錢的人,選擇少用記憶體,因為買不到。 10/14,第三張牌。他說美光價格很合理,其他家在敲竹槓,客戶不會忘記。 點名誇一家,等於點名罵另外兩家:三星和 SK 海力士。 10/15,第四張牌。「中國 2028 年會做出很多 RAM。」 當天韓股盤中跌 8%,觸發熔斷。 四張牌連起來看,你就懂了:買不到 → 謝謝肯賣的 → 罵開高價的 → 提醒賣家,你們的好日子有期限。 這是買方在講話。他每罵一次,就是在幫特斯拉下一份長約爭取籌碼。就像菜價漲太兇,大客戶跟攤販說:「隔壁那攤明年也要開了喔。」 但故事有三個破綻。 第一,時間差。日經報導,長鑫上海新廠 2027 年才投產,2028 年才有量。可是 AI 缺的是 HBM,缺口是現在,而長鑫的 HBM3E 還在少量試產、給客戶測試。2028 年的「很多 RAM」,救不了 2026 年的 GPU。 第二,矛盾。如果他真的相信 2028 年記憶體會滿出來,為什麼還要自己蓋 Terafab?在供給過剩之前砸錢蓋廠,是最差的時機。X 上已經很多人在問這一題。 第三,下一棒在華府。就算長鑫做出來了,美國會讓特斯拉用中國 DRAM 嗎?如果美國限制進口,長鑫的貨只能留在中國,美光這個「美國本土、價格公道」的供應商,地位反而更穩。 所以這句話什麼時候會變成真的?看兩件事就好:長鑫上海廠 2027 年有沒有準時投產,還有它的 HBM3E 有沒有拿到大客戶認證。 兩個都達成,Elon 就是先知;都沒有,那他就只是在殺價。 至於我,我只是想知道我的 RAM 什麼時候會降價 😅
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$TSM released earnings today. I was more curious about commentary given recent the market panic. For analyst Q&A rounds: Q: Citi explicitly challenged TSMC on AI financing, HBM, CoWoS, lasers and the risk of overbuilding capacity A: $TSM assessed CSP capex, DC construction conditions, customer financial conditions, and supply of critical components. Management's conclusion is still that "demand exceeds supply". As well as that AI accelerator revenue growth could exceed its previous 50%+ CAGR projection through 2029. This is a more meaningful statement since it addresses some concerns regarding recent selloff. Q: JPM asked if wafer supply could be tighter in 2027 than in 2026 (demand visibility) A: Wei (Chairman/CEO) stated $TSM even sends staff to verify DC construction progress on site. And after assessing all the factors, TSMC believes gap between supply and demand remains substantial. It could not determine whether the extent of the gap given customers continues to increase demand. Q: On pricing power: A: Wei responded that there is "no ceiling on TSMC's profitability" but that profits will not surge dramatically overnight. (Source: NextApple, Taiwanese press) Regarding earnings, very strong: as usual - TSMC record profits of $23.6B (68% Y/Y growth), and revenue jumping to $46.72B, beating expectations. - Q4 Guidance was $52.3-$54.3B revenue off 65-67% gross margins. TLDR: - No signs of any slowdown or collapse as AI demand far exceeds supply for foreseeable future. $TSM is probably the fundamental proxy/canary to how the overall AI semi trade is doing. - On financing concerns and fear of overcapacity showing up in semiconductor demand: $TSM specifically examined the risks investors are concerned about now and assessment still points to unmet demand. During the Q&A session, Wei said AI demand was "very, extremely strong," with absolutely no signs of slowing. Underlying AI semi supply chain growth is healthier than recent market panic suggest.
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Kyle Chu retweeted
Had fun @OpenComputePrj today. A year ago we showed Helios and now we’re ramping Helios in production. Today we introduced Helion, an open, flexible rack for agentic AI and showed “Verano” - our newest agentic CPU for the very first time. Scaling AI takes the right compute, open standards and deep collaboration. Thanks to OCP and all our amazing partners across the ecosystem.
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岡山の少年が、明日ミルウォーキーのマウンドに立つ🔥 備前市で野球を始め、ワールドシリーズMVPまで駆け上がった山本由伸。 10月の山本は通算8勝1敗、防御率2.14、被打率.174。ポストシーズンで完投した日本人投手は球史で彼だけだ🔒 第2戦は明日朝5:53、ドジャース vs ブリュワーズ。第1戦を落としたドジャースを、五分に戻せるか👀 プライムビデオでMLB on SPOTVを観よう📺 amazon.co.jp/gp/video/sports
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Kyle Chu retweeted
台積電找格芯簽 20 億美元,很多人第一反應是「台灣被掏空」。 格芯做的不是晶片,是晶片底下那片矽,叫中介層。GPU 跟 HBM 都坐在上面,裡面還埋了電容,GPU 一衝到滿載就先把電壓補上。 五年 20 億,紐約 Malta 廠,2028 上半年才開始放量。組裝跟封裝還是台積電自己做。 盒子多一家,菜還是台灣炒。
台積電跟格芯簽了 20 億美元、五年的合約。大家寫的都是「對手聯手」,或是「台灣要被掏空了」。 如果只看到這裡,你會以為格芯要幫台積電做晶片。 欸,不是。它做的是晶片下面那一片,矽中介層。GPU 跟 HBM 都要坐在這片矽上,靠它連線。這就是 CoWoS-S 裡那個 S。格芯要擴紐約州 Malta 的廠來做這片,裡面還要埋深溝槽電容。 你想成便當。台積電做的是菜,格芯做的是便當盒。盒子不會讓菜變好吃,但盒子不夠,菜再多也裝不出去。 可是你看時間。量產是 2028 上半年。這一輪 Rubin 要搶的機櫃,用不到這片。今天缺的 CoWoS,還是要靠台灣補。 格芯的資深副總 Ed Kaste 自己講得很直白,先進封裝現在是 AI 系統效能、功耗、規模的限制。他要的是一個美國做的可靠來源,讓客戶不要卡在同一個地方。 所以這張合約買的不是產能,是第二個地址。CoWoS 還是台積電的,只是下面那片矽多了一個紐約的備胎,兩年後才開工。 那島有沒有被掏空?從這張單子看,沒有。被搬走的是最便宜、最成熟的那一片。真正貴的封裝、拼接、測試,還是在台灣。 20 億美元會花下去,代表這片矽緊到要鎖五年。下一個問題是,那一疊裡面還有什麼只有一個地址。 盒子先多一個廠,菜還是在台灣炒。
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Kyle Chu retweeted
ok , 聽到了 也聽懂了 這個人是真的要做事情的. 他對未來要接軌的AI也是有主意的. 我綠不綠不知道 藍不藍也不清楚. 我還是真心想要有成功的改變
他真的理解學生到一般人用AI的習慣 也知道市府角色如何協助
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Kyle Chu retweeted
It was an incredible honor to receive the National Medal of Science from @POTUS today. My parents came to America with big dreams and a deep belief in education and hard work. This country gave me the opportunity to pursue my passion for semiconductors and work with extraordinary people to push the boundaries of what is possible. I am so excited about what we can accomplish together as America continues to lead the world in science and technology.
.@POTUS presents the National Medal of Science to Sergey Brin, @JensenHuang, @elonmusk, and @LisaSu, and the National Medal of Technology and Innovation to @MichaelDell and @satyanadella.
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Kyle Chu retweeted
Always wonderful to be back in Taiwan spending time with our customers and partners this week. Thank you for the warm welcome and the tremendous partnership!
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Kyle Chu retweeted
Yoshinobu Yamamoto and Chris Sale give a tip of the cap to each other before squaring off in Game 3 🫡
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Je ne sais pas si vous mesurez ce qui est en train de se passer. Alex Karp, le patron de Palantir, ne va plus chercher ses talents à Harvard. Il les forme lui-même. Des jeunes de 18 ans, sans diplôme, choisis sur leur seul talent, qui codent sur de vrais projets et lisent de la philosophie politique entre deux sprints. Il appelle ça « le diplôme Palantir ». Et aujourd'hui le New York Post titre que les boîtes tech lancent leurs propres programmes parce qu'elles ne peuvent plus compter sur l'Ivy League. Ce n'est pas une anecdote RH. C'est un basculement de civilisation. Pendant des décennies, les entrepreneurs ont confié à l'université la mission la plus sacrée qui soit : former les esprits. Ils comprennent aujourd'hui que cette mission a été trahie. Les institutions censées produire des penseurs libres produisent des conformistes. Le mérite a été remplacé par des critères opaques. L'enseignement est devenu catéchisme. Paul Graham l'avait vu avant tout le monde. Alors ils font ce que font les bâtisseurs quand un système les trahit. Ils ne le réforment pas. Ils en construisent un autre, à côté. Elon n'a pas attendu que la NASA se réveille, il a fait SpaceX. Il n'a pas réformé les médias, il a racheté la place publique. Les entrepreneurs ne cherchent plus à convaincre l'État. Ils font l'État, partout où l'État a abdiqué. Relisez La Grève d'Ayn Rand. Nous y sommes. Les bureaucrates gardent les titres, les budgets, les bâtiments. Mais ils perdent la seule chose qui compte : la confiance. Aux États-Unis, à peine 28 % des gens font encore confiance aux médias. Un plus bas historique. Plus personne ne croit ceux qui prétendent nous dire quoi penser. On entend partout que l'école est finie. Je pense exactement l'inverse. Ce n'est pas l'école qui est morte. Ce sont les institutions qui l'ont confisquée. L'école, la vraie, celle de l'Académie d'Athènes, des ateliers de la Renaissance, du maître et de l'apprenti, va renaître. Plus exigeante. Plus juste. Sans dette, sans dogme, sans diplôme comme rente à vie. Une école qui ne fabriquera plus des diplômés, mais des polymathes. Des esprits libres, capables de coder, de penser, de construire et de douter. Ce sont eux qui créeront la valeur des cinquante prochaines années. J'ai appris à coder seul à 12 ans. Aucun amphi ne m'a appris ce que j'ai appris en construisant. Je sais ce que devient un talent quand on le laisse respirer. L'université a eu des siècles pour former les meilleurs esprits. Les entrepreneurs vont le faire en une décennie. La grande reconstruction a commencé.
New York Post
@nypostOct 1
Tech companies launching their own programs to train grads because they 'can't rely' on Ivy Leagues trib.al/Fi2miAG
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Yesterday at the White House, leaders from across our industry came together to sign the White House Accord on Super Intelligence. The principle is simple: the companies building this technology have the primary responsibility to develop and deploy it safely, and to be accountable when they fall short. The Accord reinforces that responsibility with robust internal controls, independent external evaluation, and board level oversight. Super Intelligence offers an extraordinary opportunity to advance discovery, productivity, security, health, and prosperity. The future of Super Intelligence will be shaped not only by what it can do, but by the confidence it earns. By building with ambition, rigor, and responsibility, we can help ensure this extraordinary technology expands opportunity and improves lives for generations to come.
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Kyle Chu retweeted
It was an honor to join @POTUS and so many leaders from government and technology at the @WhiteHouse today for an important discussion on the future of Super Intelligence. Today was a significant step forward, and a moment for our industry to step up. Super Intelligence has incredible potential to make a real difference in people’s lives and across society. We are committed to doing our part and working together across the entire ecosystem to ensure we get it right. Thank you @POTUS for your leadership and for bringing us together.
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The Trump-Xi State Dinner guest list, per the White House: U.S. + China leadership 🇺🇸 President Donald Trump 🇺🇸 First Lady Melania Trump 🇨🇳 President Xi Jinping 🇨🇳 Madame Peng Liyuan 🇺🇸 Vice President JD Vance 🇺🇸 Second Lady Usha Vance Trump administration Marco Rubio Scott Bessent Howard Lutnick Pete Hegseth Chris Wright Robert F. Kennedy Jr. Linda McMahon Doug Burgum Sean Duffy Susie Wiles Stephen Miller Steve Witkoff John Ratcliffe Russell Vought Lee Zeldin Kelly Loeffler Jamieson Greer David Perdue Chinese delegation Cai Qi Wang Yi He Lifeng Zheng Shanjie Wang Wentao Lan Fo’an Ma Zhaoxu Xie Feng Tang Fangyu Zhou Hongxu Lyu Luhua Hong Lei Cai Wei Mao Ning Zhang Yongchao Tech + AI Elon Musk, Tesla / SpaceX Jensen Huang, Nvidia Mark Zuckerberg, Meta Lisa Su, AMD Tim Cook, Apple Sam Altman, OpenAI Greg Brockman, OpenAI Sergey Brin, Google Sundar Pichai, Google Satya Nadella, Microsoft Jeff Bezos, Amazon Michael Dell, Dell Eric Yuan, Zoom Cristiano Amon, Qualcomm Sanjay Mehrotra, Micron David Ellison, Paramount Skydance Wall Street + finance Jamie Dimon, JPMorgan David Solomon, Goldman Sachs Jane Fraser, Citi Larry Fink, BlackRock Stephen Schwarzman, Blackstone Lynn Martin, NYSE John F.W. Rogers, Goldman Sachs Brad Gerstner, Altimeter Ryan McInerney, Visa Michael Miebach, Mastercard Jeff Yass Industry + consumer Mary Barra, General Motors Kelly Ortberg, Boeing Jim Taiclet, Lockheed Martin Larry Culp, GE Aerospace Darren Woods, ExxonMobil Albert Bourla, Pfizer Bernard Arnault, LVMH Alexandre Arnault Congress + judiciary Chief Justice John Roberts Justice Amy Coney Barrett Justice Brett Kavanaugh Speaker Mike Johnson Sen. Steve Daines Rep. Jason Smith Rep. Richard McCormick Media Bret Baier Laura Ingraham Jesse Watters Trump family + personal guests Ivanka Trump Eric Trump Lara Trump Tiffany Trump Michael Boulos Viktor Knavs Arabella Kushner Miriam Adelson David Sacks Meredith O’Rourke
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Kyle Chu retweeted
Thank you @POTUS and @FLOTUS for a truly remarkable evening at the White House State Dinner welcoming President Xi and Madame Peng. Honored to be part of such a special occasion.
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Kyle Chu retweeted
The leather jacket returns to Washington, D.C. 👀 December 1, 2026. 🔗 nvda.ws/46lj6bA
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