빅테크/반도체 경기 센티먼트 모니터
수집 시각: 2026-08-06 18:00 KST
수집 결과: 총 61개 트윗
@dylan522p (Dylan Patel) — 반도체/칩 산업 분석
Micron의 기업 지배구조 우위: "People ask me why Micron trades at a multiple to SK Hynix now that the ADR exists. It's very simple. Corporate governance exists." | likes=484 RT=15 | https://x.com/dylan522p/status/2085191620048326947
구글 직원 이탈과 TPU 생태계: "Everytime Googlers leave, the TPU ecosystem grows stronger" (Deepmind 친구의 반응 언급) | likes=628 RT=17 | https://x.com/dylan522p/status/2085203412040434079
제프 딘 이탈이 BMC에 미치는 영향: "IS JEFF DEAN LEAVING POSITIVE OR NEGATIVE FOR BMC" | likes=138 RT=2 | https://x.com/dylan522p/status/2085196853373718752
@firstadopter (First Adopter) — 빅테크/반도체 투자 분석
Gemini 4에 대한 내부 회의론: "Yikes. This is actually WORSE news for Google on Gemini 4. Has Google been overhyping it after the delayed 3.5 Pro? ... 'Google is currently running behind the frontier, especially on coding, and the internal sentiment I'm hearing on Gemini 4 is muted.'" | likes=139 RT=7 | https://x.com/firstadopter/status/2085215060532535449
구글 AI 리더십 이탈의 심각성: "Anyone who thinks that Jeff Dean, Sanjay Ghemawat, Oriol Vinyals, and Quoc Le leaving, and Demis Hassabis losing operational control isn't an earthquake-level negative event for Google is delusional." | likes=259 RT=9 | https://x.com/firstadopter/status/2085125717365318081
데미스 하사비스의 역할 축소 및 이탈: "It looks like Demis will NOT have many direct reports ... 'Hassabis will explore research and strategy related to societal impacts of AGI and will have few direct reports' ... 'Dean, Sanjay Ghemawat, Oriol Vinyals and Quoc Le ... left the company to launch a startup called Discovery Loop'" | likes=93 RT=6 | https://x.com/firstadopter/status/2085124759126241384
아센브레너의 투자 복귀: Bloomberg: "Just days after his hedge fund was on the brink of collapse, Leopold Aschenbrenner has made his return to the investing scene, plunking down $400 million to back a privately held company" | likes=147 RT=6 | https://x.com/firstadopter/status/2085143120497234216
샌디스크의 높은 마진 목표: Sandisk earnings call: "We want to get a fair return for our product. I think mid 80s gross margin I would characterize as a fair return." 🤣 | likes=470 RT=10 | https://x.com/firstadopter/status/2085111734352687602
엔비디아 약세론 실패: "Another Nvidia manufactured bear narrative bites the dust" | likes=73 RT=2 | https://x.com/firstadopter/status/2085216965568631294
@gurgavin (Gurgavin) — 빅테크 주식/매크로 분석
스페이스X 첫 공개 시장 매도 허용: "FOR CONTEXT STARTING TOMORROW SPACEX EMPLOYEES CAN START SELLING SHARES IN THE OPEN MARKET FOR THE FIRST TIME EVER. KEY EMPLOYEES HAVE ALREADY STARTED LEAVING RIGHT WHEN THEY CAN CASH OUT. $SPCX" | likes=1195 RT=63 | https://x.com/gurgavin/status/2085207908636135764
@dnystedt (Dan Nystedt) — TSMC·대만·한국 반도체, 팹·패키징·장비·캐파 조기 신호
EUV 장비 리드타임 3~3.5년: "Winbond pared 2026 capex to NT$39.5 billion ... due to long equipment delivery times (lead times). An executive said lead times for EUV lithography machines are now 3 to 3 1/2 years. $ASML" | likes=4 RT=3 | https://x.com/dnystedt/status/2085286491442602382
위스트론, AI 서버 매출 비중 95%: "Wistron Chairman Simon Lin said AI servers currently account for 95% of its server business and that the AI trend is so strong that even high memory chip prices haven't slowed customer spending ... 'customers will still buy.'" | likes=18 RT=5 | https://x.com/dnystedt/status/2085179023802659083
폭스콘 AI 서버 매출 급증: "Foxconn is expected to see August sales top NT$1 trillion ... AI server sales are up 230% in the 1st half of 2026 due to strong sales of new products (Nvidia GB300, upcoming Vera Rubin)" | likes=23 RT=5 | https://x.com/dnystedt/status/2085174125325324482
납야, 대만 DRAM 20년 만에 최대 투자: "Nanya Technology's board approved to raise 2026 capex to NT$69.7 billion ... to speed up work on its new Fab 5A ... It's the biggest investment by a Taiwan DRAM maker in 20-years. $MU $SKHY" | likes=22 RT=3 | https://x.com/dnystedt/status/2085166973919617181
인벤텍 7월 매출 65.7% 급증: "Inventec, the AI server maker, said July sales rose 65.75 year-on-year to NT$90.2 billion ... its server business will see strong double-digit % growth in the 3rd quarter" | likes=10 RT=3 | https://x.com/dnystedt/status/2085179284294095090
크레딧 현황: 💰 크레딧 현황
충전 크레딧: 946,751
보너스 크레딧: 1,982,345
합계: 2,929,096
📊 비용 참고:
트윗 1개 = 15 크레딧
10계정 × 20트윗/일 = 3,000 크레딧/일
현재 크레딧으로 약 976일 사용 가능 (10계정×20트윗 기준)