Author
@ChipsandWafers ChipsandWafers
grade Ax.com/ChipsandWafers ↗
Anonymous deep-dive analyst mapping the Asian semiconductor back-end supply chain
Publishes original, data-rich theses on advanced packaging,
trader score
+0.08
hit rate
40%
mean α
+0.07%
signals 14d
31
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 15 scored bets: 40% hit rate, +0.07% mean alpha, trader score +0.08. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @ChipsandWafers | · | Notes improving semiconductor back-end demand, especially wire bonders. | · | tweet ↗ |
| 2026-08-27 | 4971.TYO | @ChipsandWafers | +0.60 | Presents MEC as a beneficiary and tracker of China's aggressive ABF-substrate capacity buildout. | · | tweet ↗ |
| 2026-08-26 | INTC | @ChipsandWafers | +0.00 | Head-to-head comparison is contained in unseen media, leaving the stance unclear. | +1.4% | tweet ↗ |
| 2026-08-26 | AMD | @ChipsandWafers | +0.00 | Head-to-head comparison is contained in unseen media, leaving the stance unclear. | -3.2% | tweet ↗ |
| 2026-08-26 | NVDA | @ChipsandWafers | +0.00 | Ticker-only media post requires the unseen chart to determine its comparison and stance. | +3.8% | tweet ↗ |
| 2026-08-26 | INTC | @ChipsandWafers | +0.00 | Ticker-only media post requires the unseen chart to determine its comparison and stance. | +1.4% | tweet ↗ |
| 2026-08-26 | AMD | @ChipsandWafers | +0.00 | Ticker-only media post requires the unseen chart to determine its comparison and stance. | -3.2% | tweet ↗ |
| 2026-08-24 | 3971.T | @ChipsandWafers | +0.50 | MEC raised FY2026 guidance on stronger-than-expected demand from ABF substrate manufacturers. | · | tweet ↗ |
| 2026-08-24 | · | @ChipsandWafers | · | Calls an unnamed company's shift toward packaging equipment a business inflection. | · | tweet ↗ |
| 2026-08-24 | 6590.T | @ChipsandWafers | +0.45 | Highlights Shibaura's orders as underappreciated. | · | tweet ↗ |
| 2026-08-24 | · | @ChipsandWafers | · | Questions whether Chinese indium exports to Taiwan indicate sanctions-related stockpiling. | · | tweet ↗ |
| 2026-08-23 | 7822.TW | @ChipsandWafers | +0.85 | Argues V5 is a key CoWoS and CoPoS inspection beneficiary with rapid revenue growth. | · | tweet ↗ |
| 2026-08-21 | · | @ChipsandWafers | · | Highlights expansion of semiconductor test capacity in China. | · | tweet ↗ |
| 2026-08-20 | · | @ChipsandWafers | · | Reports that China's July unwrought-tungsten exports to Japan were zero. | · | tweet ↗ |
| 2026-08-20 | · | @ChipsandWafers | · | Notes that unspecified pricing is declining slightly; linked context is required. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.