@ChipsandWafers ChipsandWafers
Anonymous deep-dive analyst mapping the Asian semiconductor back-end supply chain
Publishes original, data-rich theses on advanced packaging,
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 10 scored bets: 60% hit rate, +0.44% mean alpha, trader score +0.85. Their last-14d mentions, direction-adjusted, have moved -15.6% since posting (mean over 2 mentions with price data).
ChipsandWafers is focused on semiconductor supply-chain data rather than explicit trades, with the only named ticker being BESI. The distinctive read is positive on advanced packaging and OSAT momentum while separately flagging China-driven commoditization risk and weaker inspection-equipment imports. There are no position disclosures or directional trade calls in this window.
The author’s concentration is thematic, not trade-driven: positive advanced packaging and OSAT commentary around BESI sits alongside supportive Korea memory/HBM export data. Late-window commentary adds caution on China entering a commoditizing market and on weaker inspection-equipment imports, but there is no explicit flip, add, trim, or position disclosure.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @ChipsandWafers | · | Points to Taiwan PCB production data and ASPs. | · | tweet ↗ |
| 2026-07-02 | · | @ChipsandWafers | · | Shares tracking Taiwan inventory of CCL. | · | tweet ↗ |
| 2026-07-02 | · | @ChipsandWafers | · | Taiwan PCB manufacturing equipment production data framed as early indicator. | · | tweet ↗ |
| 2026-07-02 | · | @ChipsandWafers | · | Shares Taiwan server production units and ASP data. | · | tweet ↗ |
| 2026-07-02 | · | @ChipsandWafers | · | Shares Taiwan IC substrate production value and ASP numbers. | · | tweet ↗ |
| 2026-07-01 | · | @ChipsandWafers | · | Links Japanese memory IC inventory data. | · | tweet ↗ |
| 2026-07-01 | ESI | @ChipsandWafers | +0.00 | References ASPs on Japanese production of substrates with related tickers. | · | tweet ↗ |
| 2026-07-01 | MKSI | @ChipsandWafers | +0.00 | References ASPs on Japanese production of substrates with related tickers. | · | tweet ↗ |
| 2026-07-01 | · | @ChipsandWafers | · | Links Japanese wafer manufacturing systems production data. | · | tweet ↗ |
| 2026-07-01 | · | @ChipsandWafers | · | Links Japanese logic IC production data. | · | tweet ↗ |
| 2026-06-30 | · | @ChipsandWafers | · | Discusses tracking tungsten shortages in real time but gives no ticker. | · | tweet ↗ |
| 2026-06-22 | ASX | @ChipsandWafers | +0.35 | ASX confirms roughly $63M orders from CAMT and $39M from ASMPT. | -4.0% | tweet ↗ |
| 2026-06-22 | ASMPT | @ChipsandWafers | +0.25 | ASX confirms roughly $63M orders from CAMT and $39M from ASMPT. | · | tweet ↗ |
| 2026-06-22 | CAMT | @ChipsandWafers | +0.25 | ASX confirms roughly $63M orders from CAMT and $39M from ASMPT. | -27.2% | tweet ↗ |
| 2026-06-21 | · | @ChipsandWafers | · | Reports China imports of inspection equipment from key geographies down 24% YTD. | · | 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.