Dan Nystedt ✓

@dnystedt · Hong Kong and Taipei, Taiwan · joined 08 Jun 2009

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

53 996Followers

1 158Following

28 214Posts total

140.6KViews on collected posts

Derniers posts

Dan Nystedt ✓@dnystedt7 Sep

@dnystedt @observadornato_ monstro 474 views · 1 likes · 0 reposts · 0 replies Open on X →

Dan Nystedt ✓@dnystedt7 Sep

@dnystedt AWS lifting 2026 capex to $220B and pulling more 3nm ASICs via Alchip is the quiet tell. Hyperscalers don't raise the bill unless inference is already in the queue. 194 views · 0 likes · 0 reposts · 0 replies Open on X →

Dan Nystedt ✓@dnystedt7 Sep

Taiwan’s state-run power company plans to propose October electricity rate hikes of 15%-20% for heavy power users like semiconductor makers and data center operators, media report, citing unnamed sources. Prices for consumers, small businesses, and non-tech industries will remain 6.6K views · 38 likes · 4 reposts · 6 replies Open on X →

Dan Nystedt ✓@dnystedt7 Sep

Graphics card prices are rising again as memory chips stay tight and chip makers shift capacity from consumer GPUs to AI accelerators, media report. Asustek, Gigabyte and others plan to raise prices in China by as much as RMB 500 (about US$72.50) per card in September. Nvidia cut 6.3K views · 53 likes · 8 reposts · 2 replies Open on X →

Dan Nystedt ✓@dnystedt7 Sep

Taiwan’s top 5 semiconductor fab and fab systems builders are seeing the strongest capacity expansion in history, with a combined order backlog over NT$880 billion (US$27.8B) and visibility through 2027, media report, mainly for key clients TSMC and Micron. The backlog could hit 7.4K views · 61 likes · 5 reposts · 3 replies Open on X →

Dan Nystedt ✓@dnystedt7 Sep

@dnystedt The interesting part is the 3nm custom ASIC angle. I’m curious how much of this is for Trainium versus inference-focused chips. 608 views · 1 likes · 0 reposts · 0 replies Open on X →

Dan Nystedt ✓@dnystedt7 Sep

Rumor: Amazon AWS has stepped up procurement of AI server racks, both amount and speed, after raising its 2026 capex to US$220 billion from $200B, media report, citing unnamed supply chain sources. -Increased 3nm custom ASIC training and inference chip orders to TSMC (via AWS 92K views · 294 likes · 29 reposts · 8 replies Open on X →

Dan Nystedt ✓@dnystedt26 Aug

@dnystedt Apple's September cadence still puts 2nm in users' hands before AMD's production-first servers ship 3 views · 0 likes · 0 reposts · 0 replies Open on X →

Dan Nystedt ✓@dnystedt26 Aug

It will probably be the last time for Apple. TSMC's 1.6nm (A16) will be in mass production by end-2026 and is designed for AI accelerators and other high performance computing chips via backside power delivery network (BSPDN). It's rumored Nvidia has reserved it all. 2.3K views · 9 likes · 0 reposts · 5 replies Open on X →

Dan Nystedt ✓@dnystedt26 Aug

Links: (Note: AMD already has a product page up for EPYC 9006 Series Server CPUs, but I still can’t find systems available to customers.) https://t.co/qJHYO6oug4 https://t.co/wnuKyJkXol https://t.co/dCt9LDcrxx 3.8K views · 6 likes · 0 reposts · 2 replies Open on X →

Dan Nystedt ✓@dnystedt26 Aug

https://t.co/GEIVTlx7Oi

3.3K views · 18 likes · 3 reposts · 3 replies Open on X →

Dan Nystedt ✓@dnystedt26 Aug

Prediction: Apple will again be first to market with TSMC’s newest process technology when the 2nm M6 Mac mini becomes available Sept. 22. That date could be beaten if iPhones with A20 / A20 Pro chips inside – also TSMC 2nm – ship earlier. The iPhone event is widely expected htt

17.8K views · 144 likes · 19 reposts · 4 replies Open on X →

Face aux comptes de taille comparable

12 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. diffusé largement, mais peu de ces spectateurs réagissent.

Vues médianes3 556ce compte904médiane pour 10K–100K

Portée, %6.58%ce compte3.43%médiane pour 10K–100K

Engagement, %0.49%ce compte1.96%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	3 556	904	3.93×
Portée (vues ÷ abonnés)	6.58%	3.43%	1.92×
Taux d'engagement	0.49%	1.96%	0.25×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

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

17.8K26 Aug

3.3K

3.8K

2.3K

92K7 Sep

608

7.4K

6.3K

6.6K

194

474

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.95%26 Aug

0.73%

0.21%

0.62%

0.00%

0.37%7 Sep

0.16%

0.95%

1.00%

0.75%

0.00%

0.21%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.96%.

What the audience does

Likes72.8%625 in total

Reposts7.9%68 in total

Replies3.8%33 in total

Quotes1.4%12 in total

Bookmarks14.0%120 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.

Derniers posts

Face aux comptes de taille comparable

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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