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
+0.66
hit rate
75%
mean α
+0.72%
signals 14d
9
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 8 scored bets: 75% hit rate, +0.72% mean alpha, trader score +0.66. Their last-14d mentions, direction-adjusted, have moved -8.6% since posting (mean over 1 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-08 | · | @ChipsandWafers | · | Taiwanese OSAT equipment orders reached about $11B in nine months, with a record $4.6B Q3. | · | tweet ↗ |
| 2026-10-08 | · | @ChipsandWafers | · | Pegatron is cited as rising 145% month over month as nontraditional AI demand appears. | · | tweet ↗ |
| 2026-10-08 | · | @ChipsandWafers | · | King Slide records its first monthly decline after 23 consecutive months at all-time highs. | · | tweet ↗ |
| 2026-10-08 | · | @ChipsandWafers | · | Taiwanese ABF names rose 53% year over year and 34% year to date, with momentum expected to persist. | · | tweet ↗ |
| 2026-10-08 | TSM | @ChipsandWafers | +0.35 | TSMC September revenue increased 48% year over year and was roughly flat month over month. | -8.6% | tweet ↗ |
| 2026-10-07 | BESI | @ChipsandWafers | +0.00 | References BESI installed hybrid-bonding unit guidance, but figures are only in media. | · | tweet ↗ |
| 2026-10-07 | · | @ChipsandWafers | · | Reports ASPEED September revenue increased 92% year over year. | · | tweet ↗ |
| 2026-10-06 | 6416.T | @ChipsandWafers | +0.30 | Warns that the popular short in Disco after HBM despec news is dangerous. | · | tweet ↗ |
| 2026-10-06 | 6510.TW | @ChipsandWafers | +0.45 | Reports September revenue increasing 49% year over year. | · | 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.