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Rahul Todi @rtodi

Semiconductor Expert | Business Leader @ Renesas nl.linkedin.com/in/rahultodi Eindhoven, Nederland Joined April 2009
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Rahul Todi retweeted
jukan05 Profile Picture

Jukan @COMPUTEX @jukan05

15 hours ago

>> TSMC’s C.C. Wei: Company still expects full-year revenue growth of more than 30% this year • At the shareholders’ meeting, Chairman C.C. Wei said that AI demand is evolving from generative AI and Q&A-focused models toward agentic AI and command-execution models. • He explained that this shift is increasing the token consumption required for LLMs to process text, while also continuing to expand demand for computing power. He added that this further supports demand for advanced semiconductors. TSMC’s customers, as well as its customers’ customers, also remain positive on the AI industry, he said. • Wei emphasized that TSMC remains highly confident in AI’s long-term growth trend over the next several years, and that semiconductor demand is supported by structural and fundamental drivers. • He said the company remains confident in its growth outlook, supported by technological differentiation and a broad customer base, and reiterated that TSMC still expects full-year revenue growth in U.S. dollar terms to exceed 30% this year.

rtodi Profile Picture

Rahul Todi @rtodi

12 hours ago

Came across this CLAUDE.md honesty ruleset that forces Claude Code to stop lying and own up to its mistakes in every session—will give this a try.

Rahul Todi retweeted
dnystedt Profile Picture

Dan Nystedt @dnystedt

2 days ago

WSTS: 2026 semiconductor market forecast +90% to US$1.51 trillion MONSTER upward revision from $975 billion for 2026. Memory alone expected +250% to over $800 billion this year. Americas +112% Asia Pacific +87% Europe +58% 2027 seen +27% to $1.91 trillion

rtodi Profile Picture

Rahul Todi @rtodi

24 hours ago

Higher device costs due to limited memory supply, cloud bills, and capex could dent consumer demand and corporate profits—turning an AI bottleneck into a broader macroeconomic headache… reuters.com/business/retai…

Rahul Todi retweeted
MatthewSpositi Profile Picture

Matthew Spositi - Financial Freedom @MatthewSpositi

3 days ago

SaaS is so back!! $NOW +67%. $SNOW +140% $ORCL +100% $MSFT +30% $CRM +32%. $ADBE +25% $DDOG +170%. $PANW +115% And you thought SaaS was dead….

rtodi Profile Picture

Rahul Todi @rtodi

3 days ago

The AI wave is swooping past the biggest economies. India needs to invest more in tech. Current spend is a start but has a long way to go.

jukan05 Profile Picture

Jukan @COMPUTEX @jukan05

3 days ago

Just in: Korea’s stock market capitalization has surpassed $5 trillion. Korea has overtaken India to become the world’s sixth-largest stock market.

Rahul Todi retweeted
MarvellTech Profile Picture

Marvell Technology @MarvellTech

3 days ago

Marvell today introduced Teralynx T100, the industry’s first 102.4 Tbps switch silicon purpose-built for the AI era. Unlike legacy switching platforms designed for traditional enterprise and cloud data centers, the Teralynx T100 was architected from the ground up for AI—enabling the industry’s lowest power consumption and lowest latency at this bandwidth tier to address critical bottlenecks in today’s large AI clusters. The T100 will start sampling to customers beginning this quarter. Learn more: mrvl.co/3Qe0WE7

Rahul Todi retweeted
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Damnang2 @damnang2

3 days ago

$MRVL LETSGO🚀🚀

damnang2 Profile Picture

Damnang2 @damnang2

2 weeks ago

x.com/i/article/2058…

rtodi Profile Picture

Rahul Todi @rtodi

3 days ago

How much of this token usage results in actual productivity versus how much is token maxing? Any data? @singh_gaurav

wallstengine Profile Picture

Wall St Engine @wallstengine

3 days ago

$NVDA CEO: Tokens are now in extraordinary demand. And because tokens are now profitable units of revenues... The AI companies want to build a lot more tokens, generate a lot more tokens, build more AI factories, which is the reason why compute demand has skyrocketed

rtodi Profile Picture

Rahul Todi @rtodi

3 days ago

AI PCs: A Privacy Win? Nvidia’s Jensen Huang is pushing AI PCs with on-device chips like RTX Spark, letting AI agents run tasks locally instead of in the cloud. Your data — emails, photos, documents — stays on your device. Less uploading, fewer leaks, better privacy?

Rahul Todi retweeted
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Michael Dell 🇺🇸 @MichaelDell

4 days ago

The world’s first @nvidia Vera Rubin NVL72 server rack is here. We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave. Built for the next era of AI infrastructure. 🚀🤝

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Rahul Todi @rtodi

4 days ago

@damnang2 @PhotonCap Any good etfs in this area?

rtodi Profile Picture

Rahul Todi @rtodi

4 days ago

Execution will be key for Intel.

jukan05 Profile Picture

Jukan @COMPUTEX @jukan05

5 days ago

Morgan Stanley estimates Intel 18A yield at 50%. It also notes that Apple is currently the only customer that has “signed a contract.” $INTC

rtodi Profile Picture

Rahul Todi @rtodi

4 days ago

Space is hard, as the latest Blue Origin mishap reminds us. Looking at the comparison below, it is obvious why SpaceX is lightyears ahead and commanding a massive valuation despite challenging financials. 🚀

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Rahul Todi @rtodi

2 weeks ago

SpaceX’s $SPCX 3 Pillars: With a potential $1.75T–$2T valuation ahead of IPO, which pillar is really justifying that price? 1. Connectivity (Starlink): Satellite internet bringing in ~$11.4B (61% of revenue). This is the profitable engine with strong growth and solid margins.

rtodi Profile Picture

Rahul Todi @rtodi

5 days ago

@WidditCap Percentage is unclear at this moment.

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Rahul Todi @rtodi

5 days ago

$STM as well….

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Rahul Todi @rtodi

a week ago

Now Infineon following suit -

Rahul Todi retweeted
AshwiniVaishnaw Profile Picture

Ashwini Vaishnaw @AshwiniVaishnaw

6 days ago

Design Linked Incentive (DLI) scheme is showing good results. @netrasemi has designed India’s first Edge AI System-on-Chip (SoC) ‘NETRA A2000’, at advanced 12 nm node. At commercial scale this will power smart vision devices for surveillance, automotive, robotics, drones, etc.

rtodi Profile Picture

Rahul Todi @rtodi

6 days ago

China’s AI Self-Reliance Push (2026 Update) • Advanced Nodes: SMIC scaling 7nm volume + 5nm pilots via DUV; Huawei’s Tau Scaling + LogicFolding targets 1.4nm-equivalent density by 2031. • Compute: Huawei Ascend 910/950 series surging; ByteDance committing ~$5.6B in 2026 orders + building own Arm/RISC-V CPUs. • Memory: CXMT advancing HBM3 & DDR5; YMTC ramping NAND, easing AI bandwidth shortages. Bottom line: Massive capex, policy, and ecosystem demand are delivering “good enough” domestic AI at huge scale — turning supply constraints into acceleration.

rtodi Profile Picture

Rahul Todi @rtodi

a week ago

Looks like ByteDance wants to lessen dependence on Nvidia and traditional CPU vendors amid high demand, shortages, and geopolitics. The Qualcomm partnership accelerates one part (ASICs) while they invest in homegrown CPUs …..

ReutersTech Profile Picture

Reuters Tech News @ReutersTech

a week ago

Exclusive: Chinese technology giant ByteDance is developing its own central processing units to support its growing AI infrastructure needs, as surging chip prices and prolonged supply shortages constrain its expansion plans. Read more - reut.rs/3Ptvrpr

Rahul Todi retweeted
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Nikkei Asia @NikkeiAsia

a week ago

AI race is increasingly about memory, not compute: Sandisk CTO s.nikkei.com/4wKAoL4

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