Mooni Insight Global (@Mooni

Mooni Insight Global

93 posts

Mooni Insight Global

@Mooni_Global

Semiconductor small cap investors.

방구석

Joined October 2025

Following

6,667

Followers

Pinned
Mooni Insight Global
@Mooni_Global
Oct 27, 2025
@Semicon_player (Mooni Insight Global) Sharing strategic insights where semiconductors, AI, and capital converge. I analyze the global chip ecosystem — from foundries and packaging to photonics and compute architecture — helping investors and engineers see what’s next. Founder
81K
Mooni Insight Global
@Mooni_Global
Nov 2, 2025
$poet Everyone calls $POET a meme stock or a gamble — but no one talks about the CEO’s patents or the depth of his photonics architecture. His commitment to building photonics as manufacturable as silicon is more valuable than any short-term speculation. It’s not just a trade
9.4K
Mooni Insight Global
@Mooni_Global
Nov 13, 2025
POET – What Luxshare’s 800G Mass Production Really Signals Luxshare entering mass production of 800G SiPh modules is effectively the first external confirmation that POET’s scalable revenue window for 2025–2026 has opened. Structural meaning of Luxshare M/P •800G demand
Ray Wang
@rwang07
Nov 12, 2025
Luxshare announced that its 800G silicon photonics (SiPh) modules have entered mass production on November 11th, while 1.6T-class versions are under customer validation
30K
Mooni Insight Global
@Mooni_Global
Nov 2, 2025
Power architect in my point of view. NVIDIA’s next-generation power architecture moves beyond conventional GaN-based 800V systems into a SiC-driven 2400V HVDC design. In this structure, power flows from 10,000V AC → 2400V DC → 800V DC → GPU. •SiC (Silicon Carbide) handles
GIF
29K
Mooni Insight Global
@Mooni_Global
Nov 3, 2025
$poet ⚙️ 1. Single-Layer Architecture — “The Flat Bridge” Unlike IMEC’s vertically stacked multi-wafer design, POET builds all optical and electrical circuits together on a single, flat InP (Indium Phosphide) substrate. •Waveguides, modulators, detectors, and metal
Photon Capital
@PhotonCap
Nov 2, 2025
A way better way to understand optical interposer is to look at IMEC’s materials rather than POET’s diagrams. imec-int.com/en/expertise/c…
3.1K
Mooni Insight Global
@Mooni_Global
Nov 16, 2025
When Bill Gates reduces his Microsoft stake, it’s easy to interpret it as a bearish bet on the company. But perhaps it reflects something deeper — a symbolic signal that the era of America’s “mega-growth giants” has reached a structural plateau. Microsoft isn’t failing. It’s
17K
Mooni Insight Global
@Mooni_Global
Nov 5, 2025
DDR4 rebound and the rapid decline of China’s memory inventory It’s true that Chinese companies are gradually establishing their footing in memory manufacturing. However, the idea that they are already driving up prices by fully absorbing market supply doesn’t seem accurate yet
5.6K
Mooni Insight Global
@Mooni_Global
Oct 28, 2025
수염 난 남자가 싫다면, 이 계정에서 이야기를 받아보세요. If you don’t like men with beards, this is the account you’ll want to follow.
5.1K
Mooni Insight Global
@Mooni_Global
Nov 5, 2025
SK Hynix requires at least a 30% cost increase due to the inclusion of the logic base die in the HBM4 manufacturing process. Given the complexity and capital intensity, they probably targeted a 40% price hike to protect margins.
Jukan
@jukan05
Nov 5, 2025
SK hynix denied the report.
5.2K
Mooni Insight Global
@Mooni_Global
Oct 30, 2025
⚡️ If Jensen Picked Nokia, Lisa Su Should Pick Ciena $cien When Jensen Huang points to Nokia, he’s signaling the rise of AI-driven connectivity — the fusion of computing and real-time communications. It’s about bringing AI to the edge, where inference meets data in motion.
3.9K
Mooni Insight Global
@Mooni_Global
Nov 4, 2025
📊 Amkor Technology (AMKR) — Valuation Fully Priced-In Comment The current share price appears to have fully priced in the “TSMC CoWoS bottleneck” upside scenario. ⸻ 🔍 1️⃣ Key Supply–Demand Dynamics •AI HBM packaging demand is expected to grow 60–100% YoY through 2026,
12K
Mooni Insight Global
@Mooni_Global
Oct 28, 2025
Beware of fake news claiming “HBM4 failure ” — even Samsung insiders have denied such reports.
15K
Mooni Insight Global
@Mooni_Global
Oct 27, 2025
🧠 Insight — Qualcomm’s Rise Signals a Shift Qualcomm’s rally today isn’t just about earnings — it marks a deeper paradigm shift. The AI era is moving from Learning to Inference. The past few years were about building the brain — training massive models, pushing learning
1.4K
Mooni Insight Global
@Mooni_Global
Nov 3, 2025
Sk Hynix Uhhh… uhhhh… 620,000 won
Mooni Insight Global
@Mooni_Global
Nov 3, 2025
Sk Hynix Uh… uh… 590,000 krw
2.2K