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Omer Cheema ✓

@Omercheema · Eindhoven, Nederland · joined 21 May 2024

Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Opinions my own. https://t.co/vrQ6HkBsVC

11 225Followers
475Following
2 032Posts total
77KViews on collected posts

Neueste Beiträge

Phison’s CEO just pushed back on Acer’s “memory isn’t short” line. At an AAEON (Inventec) pre-IPO event today, Phison CEO KS Pua said the real bottleneck for AI edge is DRAM: “money can’t always buy it,” and “seems only Acer isn’t suffering.” He also said flash has been tight 8K views · 58 likes · 6 reposts · 0 replies Open on X →
Wondering if AI design flows have reduced this cost. OpenAI Jalapeno folks would now. $725M is pretty steep otherwise. https://t.co/YF6WEJRQAV
4.2K views · 69 likes · 12 reposts · 4 replies Open on X →
@Omercheema plz no more polite price-hike letters. we print our own enclosures, but the boards and sensors still cost more every month. 2027 creep feels right. 73 views · 0 likes · 0 reposts · 0 replies Open on X →
OnSemi increases its prices further. I expect industrial semi prices to continue increasing in 2027. https://t.co/WFBBEB9S14
12.8K views · 76 likes · 11 reposts · 1 replies Open on X →
$OLED is one of my strong convictions. Posted a substack on it. Comments are welcome. https://t.co/HYFt2HSCd3 4.8K views · 29 likes · 2 reposts · 6 replies Open on X →
According to Korea International Trade Association, HBM prices declined in August for the first time in months. The image below is translated by AI from Korean. https://t.co/PsVwtcpV4I
8.9K views · 65 likes · 14 reposts · 7 replies Open on X →
@Omercheema “Still, both Chen and Hu expressed hope that the memory pricing situation could stabilise before the end of 2026.” - November 2025 https://t.co/vCO1w91ObW 5K views · 9 likes · 0 reposts · 1 replies Open on X →
https://t.co/dNVEFTvo8f 1.7K views · 0 likes · 0 reposts · 0 replies Open on X →
First signals of memory price stabilization. Acer CEO Jason Chen: Chinese DRAM capacity keeps coming . “already no shortage.” Contract prices oscillating at highs; some quote high, some quote low. Calls mainland makers “price destroyers” vs big-three talk of no cuts through 31.5K views · 70 likes · 7 reposts · 9 replies Open on X →

Im Vergleich zu Konten gleicher Größe

9 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 10K–100K Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.

Medianaufrufe4 987dieses Konto924Median für 10K–100K
Reichweite, %44.43%dieses Konto3.62%Median für 10K–100K
Interaktion, %0.69%dieses Konto1.52%Median für 10K–100K
KennzahlDieses KontoMedian für 10K–100KVerhältnis
Medianaufrufe pro Beitrag4 9879245.40×
Reichweite (Aufrufe ÷ Follower)44.43%3.62%12.3×
Interaktionsrate0.69%1.52%0.46×

Weitere Konten dieser Größe →   Mit einem anderen Konto vergleichen →   Wie diese Vergleichswerte entstehen →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

31.5K20 Sep
1.7K
5K
8.9K
4.8K
12.8K21 Sep
7322 Sep
4.2K
8K23 Sep

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.29%20 Sep
0.00%
0.24%
1.02%
0.77%
0.69%21 Sep
0.00%22 Sep
2.01%
0.80%23 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes60.5%376 in total
Reposts8.4%52 in total
Replies4.5%28 in total
Quotes1.9%12 in total
Bookmarks24.6%153 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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