할부지 @hehhhh777
#일상 #미국주식 #암호화폐 #경제공부 대한민국 Joined February 2026-
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Why would Intel, a foundry, hire the former CEO of a memory company like SK Hynix? Not to break into the HBM business. Seok-hee Lee reports directly to Lip-Bu Tan, overseeing advanced packaging, system integration, and back-end process and manufacturing. One phrase deserves your attention: advanced packaging. If you've followed Intel for a while, you'll remember the EMIB-versus-CoWoS war. EMIB (Embedded Multi-die Interconnect Bridge) skips the full silicon interposer that CoWoS lays down, and instead buries a small silicon bridge only where two dies need to connect. Round one went to CoWoS. Flagship GPUs from Nvidia and AMD wanted maximum bandwidth and minimum latency, and EMIB, limited by the bridge's area and routing density, couldn't keep up. It lost the socket. After that, EMIB lived mostly inside Intel's own CPUs. The technology didn't fail. It lost the fight to become the GPU standard. Then the game changed. In 2026, the bottleneck isn't the wafer. It's the package. CoWoS is capacity-short and, thanks to that large interposer, expensive. EMIB walks straight into the gap. Put the bridge only where you need it, and you get a cheaper package, freedom from reticle-size limits, and an edge on large multi-die designs. Google is evaluating EMIB for its 2027 TPU v9, and Meta is weighing it for MTIA. The explosion of custom ASICs and inference accelerators is EMIB's stage. Intel won't beat TSMC at the leading node anytime soon. But packaging is a younger layer, less locked in, and above all, something Intel is genuinely good at. If there's a front where Intel can land a blow on TSMC, it's packaging, not the node. In that light, hiring SK Hynix's former CEO reads as a challenge aimed squarely at TSMC, which holds the heart of GPU-plus-HBM integration. The hardest part of AI packaging is HBM integration and mass-producing it at high yield, and Lee is the man who pulled exactly that off in the HBM era. Spin packaging out as its own business unit reporting straight to the CEO, and the org chart becomes the statement of intent. Of course, the CoWoS-locked volume at Nvidia and AMD won't move overnight. But the direction is unmistakable: make packaging a standalone weapon. So here's the picture. TSMC's real moat isn't the leading node alone. It's the node-plus-CoWoS bundle: the AI accelerator and its HBM coming from a single house. What Intel's next-generation packaging is after is breaking that bundle apart. TSMC's base die, SK Hynix's DRAM, someone else's logic. Wherever each piece is made, Intel does the final integration. That's the goal.
- 부모 말이 먹히는 나이: 6~12세 - 손잡고 함께 걸을 수 있는 나이: 9세까지 -아이를 품에 안고 잘 수 있는 나이:10세까지 - 부모에게 ‘먼저’ 놀아달라고 하는 나이:10세까지 - 함께 보낼 수 있는 여름 방학: 단 12번 - 자식과 함께 보내는 시간의 80%: 18세 이전에 끝남 - 자식이 부모와 보내는 시간: 인생 전체의 5% 자녀와 함께할 수 있는 시간은 유통기한이 있습니다. 그 시간만큼 좋은 추억 많이 남기세요. 같이 있는 시간은 정말 짧습니다.
미국에서 대통령보다 존경받는 판사님이래ㅠㅠ 이런 판결이 진짜 많아져야 한다고 생각함..
인터넷, 비트코인, 인공지능, 반도체, 램 등 놓치신 분들은 다가오는 우주 섹터는 놓치지 마시길 바랍니다. 잠재 마켓캡은 무한대입니다. 쉽게 비교하자면, 최근에 있었던 스타쉽 런칭은 쳇 지티피와 같은 순간이었습니다. 감탄만 하고 계신 분들이 있으시다면 멍하니 있으시지 마시고 행동을 하시는 것을 고려해 보세요. 설사 그 투자가 물리더라도, 충분히 감당할 가치가 있는 리스크 입니다.
섹터 로테이션 정복ㅣ260508 1. 로테이션이 뭔지부터 짚고 가야 함. 쉽게 말하면 큰 손들이 이미 많이 오른 섹터에서 차익실현을 하고 아직 덜 오른 섹터로 돈을 옮기는 것임. 개미 입장에서 이 흐름을 미리 읽으면 다음 주도 섹터를 선점할 수 있음. 올해 초 1월 실제로 거대한 로테이션이 있었음. (이어서 계속 🔗)
Rotation people!! How to spot it: Think back to january...we witnessed a HUGE rotation from software into semiconductors. Thinking logically...that big $$$ that rode semis to ATHs is going to eventually take profit and rotate elsewhere. Not saying the semiconductor run is
5/6 반도체->우주/방산 일부 로테이션 느낌. RDW 실적 앞두고 거래량 폭증, RKLB도 주목. 반도체가 여전히 돈의 중심이지만, 단기적으로 우주/방산쪽으로 일부 로테이션느낌. 스타트를 잘 끊을지
5/6 1. 미-이란 협상 진전 : 호르무즈 해협 긴장 완화 기대에 유가 하락, 다우,에센피,나스닥 모두 강세, 기술주 주도 2. 미국 고용 : 4월 ADP 민간고용 109K(예상 상회), 노동시장 견고하지만, 이란 전쟁 여파로 가스 가격 급등 3. 코스피 '7천피'시대 : 삼성전자 시총 1조달러 돌파, 반도체/AI관련주 강세 4. 4월 물가 : 유가 폭등으로 2.6% 상승 전반적으로 미-이란 긴장 완하기대가 글로벌 증시와 유가를 안정시키는 분위기.
$OUST 피지컬ai
$OUST expanded its $NVDA partnership to bring Rev8 digital lidar integrations across the Nvidia Jetson platform. Ouster is giving robots better “eyes” with color-aware 3D sensing helping them see, map and understand the physical world in real time.
으잉 걸음수가 중요한게아니구나..
투자판에서 fomo 느끼는게 제일 한심한게 이 투자판은 계속 기회가 오는 곳이다 그러니 소모되지 말고 잔잔하게 컨디션 관리하면서 있으면 새로운 기회는 계속 오게 된다 근데 한국인들은 단군신화에도 나오지만 21일도 못기다리고 인간못되는 것들이 대부분임
내 자신이 잘났다고 생각할때. 나보다 잘난사람들을 보고 내 자신이 못나고 힘들다 생각될때. 나보다 어렵고 힘든 사람들을 생각해라. 아이러니하지만 이게 맞지않을까 싶음.
어쩌다가 내 관심사가 그렇게 바뀌었고 내 머릿속의 중심이 돈 돈 돈이됐을까. 이대로 시장을 떠나면 나아지지않을거야 내가 할 수 있는 거 작은거 하나하나 해보자.
나는 기업에 투자한게 아니라 도박을하고 노름을 한거였네. 어쩌다 이렇게됐는지 참. 언제부터였을까. 다시는 안그럴 수 있을까. 그러지 말아야지하면서도 또 하고 있는나를보니 한심스럽구나. 적지 않은나이 나쁘지않은 직장. 모두 처음엔 가족들을 위해서겠지. 그만하고 다시 돌아가자.
Cora @Cora36915
406 Followers 305 Following Believe in yourself, believe in time, and believe that you can become the best version of yourself
예린 @peterdong6
179 Followers 1K Following 비 오는 날 거리를 걷는 것을 좋아한다. 빗방울이 우산에 부딪히고 공기 속에 흙냄새가 나면 마음도 부드러워진다.
☀️ @Elisevb
164 Followers 208 Following 매일 아침, 첫 커피 한 모금은 하루를 안는 느낌, 테슬라 주가는 심장 박동, BTC 시세는 작은 놀라움. 하루 종일 기대감이 가득해.
Zalmy (PRIVATE) @greatstockprick
39K Followers 8K Following I eat, sleep, and breathe stocks. Don't know why someone would have a real job. Tweets are for entertainment purposes only. I'm not a financial advisor.
Moon Market Insigh @MoonTradersHub
5K Followers 2K Following I always take profit or sell if it's going bad. Trading is extremely risky. Please read: http://tinyurl.com4dnsrz23
Kirei @Kireib6
186 Followers 895 Following Dream big. Work hard. Stay humble. 🚀 Transforming visions into reality every single day.
Shanshan @AngelJanyc38118
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슈뢰딩거🚀🛰 @LoganKi04925170
6K Followers 3K Following Tesla investor. 테슬라 장기투자자. 팔란티어.소금 주주. 테슬라 덕에 강철 멘탈. $TSLA $PLTR $SATL $NVDA. #mu 맞팔은 언제든지 환영합니다. 함께 투자 지혜 나눴으면 합니다. #RKLB 추가 했습니다.
regine(레진) @baggyut54351150
3K Followers 7K Following 즐기며 X 하는 중 / 선팔 맞팔 ㄱㄱ / 주식, 코인, 사회과학에 관심이 많습니다 / 전 뮤트나 차단 그런거 없고 그냥 재미있게 즐길래요 / 죄송하지만 DM은 안받아요 어제도 일론머스크가 나한테 X 영상 통화 옴 ㅠ
여름날의기억 @SeoulGlamW
147 Followers 1K Following 타인의 박수 소리에 길들여지지 않고, 오직 나만의 신념과 차트로 증명하는 삶을 삽니다. #BTC #TSLA
Mr. Jin @jinseongeo83473
6K Followers 5K Following Business man. I am investing in $PLTR, $RKLB, $SPCX, $RDW, $IRDM, $ABCL, $CCJ, $USAR 🚀. What industries align with the spirit of the times?
누라두의 세계�... @NURadu_
12K Followers 1K Following "누라두의 세계주식" 네이버 주식 블로거 / 현업 반도체 Test 엔지니어/ 저평가 주식 종목 소개 좋아합니다 Contact : [email protected]
. @playybookstrade
333 Followers 7K Following Turning Retail into Sturctured Trader | Asymmetric Momentum Setups. Risk-First Execution. Building @TrendAnalytics.
Shika @Shika_Web3
191 Followers 711 Following Occasionally sharing daily life, but more often diving deep.
수연이 @ymlegnazzi
147 Followers 729 Following 가치 있는 곳에 투자하고, 테슬라와 함께 미래를 꿈꾸는 삶. 매일 성장하는 즐거움.#tesla #BTC
Olivia Vos @TheVoz4Reql
335 Followers 4K Following My mission is to make people happy and make them money. Founder of "Trade to Close" subscription service. Content for informational and educational purposes.
Doģu @TekingluDogu_
51 Followers 3K Following Stratejist | Yatırımcı | #Bitcoin #Ethereum #BNB #SOL Yazdıklarım yatırım tavsiyesi değildir. Telegram Grubu: https://t.co/gDvuGQ6ztw
솔바람꽃🌧️ �... @xrslg98692678
347 Followers 571 Following 평소 먹어보지 못한 새로운 맛에 도전하는 것은 삶에 새로운 즐거움과 활력을 불어넣어 줍니다 #BTC 💎
koop @koop0x
244K Followers 66K Following partner @luckyfun • my telegram channel: https://t.co/KJQudlD3WN
Bella @skypooffa
293 Followers 566 Following Life is too short. Don't waste your time trying to please others. Be your truest self, for that is the most beautiful sight
Min-seo💦 @kjdjhhs
72 Followers 334 Following 가장 우아한 복수는 나를 과소평가한 세상이 감히 쳐다볼 수 없는 높이까지 스스로를 끌어올리는 것입니다. #BTC #TSLA
Edith @SuperTeo97
902 Followers 512 Following Coastal Wanderer | Coffee Aficionado | Cat Lover | Kind Heart | Fortunate
Nicole Josephine @PolarizingLit1
5K Followers 2K Following Geopolitical investment news, literature, remote classes for grades 3-12 in ELA, test review, or media literacy, canvas art, painted pots, gardening, and more!
Zen @TeslaZenX
49K Followers 2K Following
자연과 함께(Toge... @Nicolaus_Choi
3K Followers 3K Following 🌿 Together with Nature 🌿 자연을 소중히 여기고, 자연과 더불어 살아가는 삶 속에서 서정적인 음악과 함께 진정한 행복을 찾아 가는 공간입니다. It is a space where we cherish nature, live in harmony with it.
Angel Chen @Breeze66Meadow
374 Followers 594 Following Success isn't just about the view from the top; it's about the grace you maintain during the climb.
Zephyrine @Ehjyisiunv
89 Followers 143 Following I am a simple woman (yet I possess complex knowledge); I love the sea and the blue sky, and I am also a traveler.
쿠쿠 @kookoo_Nick
9K Followers 6K Following
YaTop @topyapper01
576 Followers 536 Following Fee discount links / Coin project articles / Bitget 20% cashback https://t.co/vTy71xGbqV
Mason @miscomputate
962 Followers 593 Following Quantum $INFQ + Heavy Rare Earth $CRML . Tracking risks and high conviction, not vibes and hype. High risk tolerance. news + politics (you been warned)
닥터음양 @WonhaengL
15K Followers 597 Following Long-term TSLA investor, index and commodity swing trader. Korean Medicine Doctor. Wonkwang University Adjunct Professor
BSPK @BSPK_
8K Followers 269 Following PhD in EE, former AI researcher, now in strategic planning. I aim to spot and share the changes that advancing technology will bring—before they arrive.
RedHotChillyPeppers @joejo2038
15K Followers 207 Following 19yrs+ in power generation: gas power, nuclear, wind, solar. Now tracking where the capital follows.
CEO Watcher @CEOStockWatcher
15K Followers 1 Following The highest signal insider trades that are most likely to outperform | https://t.co/R7jDZXtjNV
GUL @gulVasikova
1K Followers 1K Following Researching AI | Quantum | Semiconductors | Moonshots Long-term investor • Curious mind • Looking for asymmetric opportunities Sharing research 🔬
QTREX @QTREX_Quantum
89 Followers 2 Following Using advanced additive manufacturing, QTREX builds cryogenic architectures that replace the bulky wiring limiting quantum computers.
Moon Market @moonmarket
131K Followers 753 Following I always take profit or sell if it’s going bad. Trading is extremely risky. Small stocks long term can result in full loss. Read: https://t.co/nw6tSxIx3W
Mith @Mith_
2K Followers 331 Following Lithium-focused researcher decoding critical mineral extraction, battery production, storage, and recycling, while occasionally exploring EV op-eds.
Wall St Engine @wallstengine
160K Followers 830 Following Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Cypherpunk ($CYPH) @cypherpunk
15K Followers 19 Following A company dedicated to privacy and self-sovereignty. $CYPH $ZEC
Caesar Capital @CaesarCapitalz
12K Followers 241 Following Fortis Fortuna Adiuvat. Rome wasn’t built in a day. 🏛️ Everything is NFA.
Merlin FlightClub @MRLNFlightClub
907 Followers 10 Following Info hub for the autonomous aviation company hiding in plain sight. $MRLN ✈️
peony @peonyKingOF
5K Followers 567 Following
The Assembly @InTheAssembly
505K Followers 3 Following Macro analysis, market structure, and the trades nobody else is showing you. Access closed. Not financial advice.
이진서 @optionbutterfly
8K Followers 2K Following 개발자/option trader/재정 조언X(Not financial advice)/UnusualWhale 통한 미주 옵션 현황 연구
Ttmoon @ENVXPACBWOLF
74 Followers 6 Following
zerohedge @zerohedge
3.0M Followers 959 Following
CryptoCondom @crypto_condom
155K Followers 2K Following
Photon Capital @PhotonCap
58K Followers 2K Following Seeing tech through a different wavelength. Photonics & semiconductor research
GrumpierByTheDay @GrumpierBTDay
4K Followers 2K Following Microcaps, jr. resources, out-of-favor cyclicals. Not Financial Advice. May buy or sell at any time. Navy vet, homeschool dad.
슈뢰딩거🚀🛰 @LoganKi04925170
6K Followers 3K Following Tesla investor. 테슬라 장기투자자. 팔란티어.소금 주주. 테슬라 덕에 강철 멘탈. $TSLA $PLTR $SATL $NVDA. #mu 맞팔은 언제든지 환영합니다. 함께 투자 지혜 나눴으면 합니다. #RKLB 추가 했습니다.
Zalmy @greatstockpicks
91K Followers 152 Following I eat, sleep, and breathe stocks. Don't know why someone would have a real job. Tweets are for entertainment purposes only. I’m not a financial advisor.
VSee @VSee
2K Followers 508 Following Enabling superior care experiences with a comprehensive no-code, low-code digital health platform that brings together your unique workflows
Papa Johns @SVTrivo
13K Followers 2K Following Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 San Jose Startup & Big Tech Vet John's Papa Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV
Michael Sikand @michaelsikand
98K Followers 715 Following Investor & Entrepreneur || $70M AUM @joinautopilot || $KRKNF at $3 || Positions Will Change + Not Financial Advice || Prev exit @MorningBrew || Forbes 30u30
Vaelis @Vaelis_X
6K Followers 39 Following Researching AI infrastructure bottlenecks across semis, power, memory, packaging, defense & hidden suppliers | Fully FREE deep dives on Substack ↓
Hyliion @Hyliion
23K Followers 323 Following Creating innovative modular power plant solutions that enable clean, flexible, and affordable electricity production.
Sir Kory @Sir_Kory
3K Followers 159 Following Independent analyst delivering deep, data-driven research on companies shaping the future and identifying key market turnarounds.🚫 NFA
bryan @BryzonX
22K Followers 184 Following Buy risk assets & chill // Fintwit’s top honesty broker // Trading journal
Kevin Xu @kevinxu
155K Followers 3K Following CEO @alpha_ai. Net worth $11,530,589.16. Follow for swing trades.
Justin Y. Ryu @JustinYRyu
338 Followers 31 Following 뉴욕 기업 파산/구조조정 변호사; 델라웨어 파산법원 로클럭 (전); 골드만 삭스 에널리스트 (전); NYU J.D., Harvard A.M. in Statistics, Auckland Univ. B.A. in Economics (First-Class Honors). CFA III.
골안아파덕 @Nice_Stock_
13K Followers 2K Following ⭐️주식을 매개체로 세상을 배우며, 항상 열린 마음으로 끊임없이 배우겠습니다.👍🏻강한 멘탈리티를 통해 비로소 진정한 투자가 완성됩니다. 📚읽은 책, 일상, 운동도 기록합니다. $NBIS $CCJ $ORBX $KEEL / $PLTR (2023.11.1~2026.5.28)
The Claude Portfolio @theaiportfolios
248K Followers 16 Following *Not affiliated with Anthropic. A public project to see which LLM outperforms the market. $150M invested alongside Grok, Chat, & Claude on @joinautopilot
Growth Papa 그로쓰... @growth_papa
8K Followers 254 Following Global strategist. 16 years in corporate strategy & multi-billion dollar deals. Now in Florence — tracking US, European & Korean markets. Plant early. 🌱
Wayne Liang @wliang
132K Followers 381 Following Asymmetric trader. Use my Indicators: https://t.co/r8G8UwUxO6
TenGildong🏴☠�... @Ten_Gildong
2K Followers 641 Following There is nothing impossible to him who will try
아까긋마 @sfbbang
4K Followers 927 Following 하루하루 흥미진진🎶 즐거운 투자 생활🎶 . . . . . . . . . . . . . . . .과정이 즐거운 투자🎶슬라 우선주의❤️
Sun Liao @sunxliao
120K Followers 888 Following 24/7 Trade Ideas. NFA. My Indicators: https://t.co/EhtZ5UZ4F4
갈놈콜렉터🛰 @galnom_collect
3K Followers 625 Following 갈놈들을 찾아내며 나중에 나에게 '했제'를 하기 위해 내 생각들을 마음대로 토해내는 계정🤮 투자는 알아서들 해라. 이 계정은 내 일기장 같은 것이니까.
Kastriot @kastriooot8
1K Followers 188 Following I’ve been monitoring my stocks for at least one or two years before I write about them. And I monitor them EVERY single day. NFA. #bullisheveryday 🎱
Pep Invest @PepInvestStocks
12K Followers 281 Following Photonics, Quantum & Space | NFA https://t.co/XUgmTYYZrRYou might like
