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

โพสต์ล่าสุด

Omer Cheema ✓@Omercheema23 Sep

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 →

Omer Cheema ✓@Omercheema22 Sep

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 →

Omer Cheema ✓@Omercheema22 Sep

@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 →

Omer Cheema ✓@Omercheema21 Sep

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 →

Omer Cheema ✓@Omercheema20 Sep

$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 →

Omer Cheema ✓@Omercheema20 Sep

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 →

Omer Cheema ✓@Omercheema20 Sep

@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 →

Omer Cheema ✓@Omercheema20 Sep

https://t.co/dNVEFTvo8f 1.7K views · 0 likes · 0 reposts · 0 replies Open on X →

Omer Cheema ✓@Omercheema20 Sep

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 →

เทียบกับบัญชีขนาดเดียวกัน

9 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.

ยอดดูมัธยฐาน4 987บัญชีนี้924ค่ามัธยฐานของ 10K–100K

การเข้าถึง, %44.43%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K

การมีส่วนร่วม, %0.69%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 10K–100K	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	4 987	924	5.40×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	44.43%	3.62%	12.3×
อัตราการมีส่วนร่วม	0.69%	1.52%	0.46×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

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

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.

โพสต์ล่าสุด

เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

บัญชีที่คล้ายกัน