Author
@semivision_tw semivision_tw
grade Ax.com/semivision_tw ↗
Anonymous deep-dive analyst of the Asian AI-semiconductor supply chain from materials up
Publishes original, mechanistic theses on AI hardware bottle
trader score
-1.54
hit rate
45%
mean α
-0.88%
signals 14d
84
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 20 scored bets: 45% hit rate, -0.88% mean alpha, trader score -1.54. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @semivision_tw | · | Argues AI systems are shifting from compute-centric to data-centric architectures with HBM at the key boundary. | · | tweet ↗ |
| 2026-08-28 | · | @semivision_tw | · | Identifies field-engineer shortages as a new bottleneck across Taiwan's semiconductor expansion. | · | tweet ↗ |
| 2026-08-28 | · | @semivision_tw | · | Reports Taiwan population projections showing a decline below 20M by 2045 and to 12.15M by 2075. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | Says a packaging material works well but is too expensive for practical use. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | Reports Diodes' acquisition of ElevATE and frames it as evidence AI is repricing semiconductor testing. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | Explains listing-driven valuation frameworks for TSMC and SK Hynix's repositioning as AI-memory infrastructure. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | LG Chem announced a broad advanced-packaging materials lineup for SEMICON Taiwan. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | Advantest announced AI, HPC, silicon-photonics and CPO test solutions for SEMICON Taiwan 2026. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | Emphasizes an extreme shortage but the affected material and issuer depend on linked media. | · | tweet ↗ |
| 2026-08-27 | · | @semivision_tw | · | Reports hearing that PTFE backplane yields are low and manufacturing is very difficult. | · | tweet ↗ |
| 2026-08-26 | TSM | @semivision_tw | +0.15 | Argues AI-package reliability constraints are shifting from package-level to board-level engineering. | -0.0% | tweet ↗ |
| 2026-08-26 | · | @semivision_tw | · | Projects AI data-center spending rising over sevenfold by 2030 and broad demand across infrastructure suppliers. | · | tweet ↗ |
| 2026-08-26 | · | @semivision_tw | · | Describes Taiwanese manufacturing localization toward North American data centers as both geopolitical and financial. | · | tweet ↗ |
| 2026-08-25 | · | @semivision_tw | · | Explains that booming AI-server orders can strain contract manufacturers' working capital. | · | tweet ↗ |
| 2026-08-25 | AMD | @semivision_tw | +0.55 | Describes AMD evolving into a comprehensive rack- and cluster-scale AI computing platform. | -2.8% | 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.