🐶 Ah, quando eu era criança, eu mesmo cozinhava o arroz. 🗣️ Sério mesmo? 🐶 Sério. 🗣️ Sendo bem sincero, não estou brincando, em toda a minha vida eu não cozinhei arroz mais de duas vezes. Eu não sou muito bom nisso, na hora de cozinhar arroz. 🐶 É que, tipo, como meu pai... sim, meu pai é militar. Aí ele meio que me ensinou a cozinhar e tudo mais. Tem todo um método. É assim, a gente pega o arroz, o arroz pra cozinhar... como se chama o arroz antes de cozinhar? 🐻‍❄️ Arroz cru. 🐶 Arroz cru, isso! Sim, a gente pega o arroz cru e lava primeiro. Umas duas águas. Aí a gente coloca água de beber. Água potável, água potável. Você coloca água potável e depois mede. 🗣️ Quantas "dobrinhas" (falanges) do dedo tem que usar normalmente? 🐶 Aqui, usa o dedo mindinho. Se você quiser um pouco mais soltinho/seco, é 1 falange. Se você quiser comer algo mais parecido com um mingau, um arroz mais molhado... 🗣️ Não muito molhado, mas um pouquinho mais macio. 🐶 Aí são 2 falanges. Aqui. 🗣️ Aahh. Olha, parece que ele entende do assunto. Dá pra confiar nisso? 🐶 Dá pra confiar, dá pra confiar. Dá pra colocar isso em prática. TTP X TEFAL COOK #TefalPOPxTeeteePor

All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick?

台湾工商时报说，辉达、谷歌新一代AI资料中心可能率先导入800V HVDC，供应链预期第三季开始小量出货。上周SemiAnalysis一篇认为800VDC大规模出货推迟到2028年，CPO也存在延期风险的报告把AI硬件链吓了一跳。也是上周大摩很快出来回应：CPO短期节奏可以更谨慎，但不认同800V量产推迟到2028年。其供应链调研显示，800V机柜仍按计划在2026年下半年推进。 今天工商时报的报道相当于又给加了一码。

▶ AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers - The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is gathering pace, driving a surge in demand for power semiconductors. - As a result, shipments at Taiwanese lead frame makers SDI Corporation and Jih Lin Technology are climbing, with both companies expected to deliver double-digit revenue growth in 2026. - Lead frame suppliers note that demand for AI server power-management systems has risen sharply in recent months, with orders from global IDM customers such as Infineon and STMicroelectronics also expanding. - Whereas automotive demand had previously been the key growth driver, 2026 is shaping up to be the inflection point at which servers take over that role, marking a structural shift in lead frame demand. - Lead frame makers explain that the automotive-grade product expertise they have built up over years is proving to be a critical foundation for entering the AI server power-management market, since automotive and AI servers share similar requirements in terms of high-power handling, thermal dissipation, and reliability. - SDI notes that, in the near term, the pickup in orders for AI power management is running ahead of expectations. In particular, its high-power lead frame products for HVDC applications have moved beyond the R&D stage into volume production, with more than 40 custom projects currently underway. - SDI's AI-related revenue accounted for only around 1% of the total in 2025, but is set to rise quickly to 6% in the first quarter of 2026. The company also expects the revenue contribution from HVDC-related projects to ramp up in earnest from the second half of 2026. - Jih Lin notes that, supported by a recovery in the automotive market and expanding AI server demand, utilization has risen to the 70–75% range. It also expects 2026 revenue to grow quarter over quarter, making its full-year target of NT$6 billion achievable. - Jih Lin's AI-related revenue stood at roughly 5–7% of the total in 2025, and the market expects that share to surpass 10% by 2027. - The company is expanding into the AI power-management market on the strength of its integrated stamping-and-etching capabilities, and continues to develop 40–50 new products each year. - It is also applying the double-sided cooling and thermal-dissipation technologies previously used in automotive modules to its AI server products, and says it is receiving a positive response at the customer evaluation stage. - Overall, Taiwanese lead frame makers emphasize that order visibility is improving significantly, underpinned by expanding AI demand and long-standing partnerships with IDM and OSAT customers. - Players with high automotive exposure expect the expansion of ADAS and the vehicle electrification trend to likewise drive a recovery in automotive semiconductor demand. - The industry views the inventory correction phase as effectively complete, and sees a strong likelihood that shipment momentum will build further as 2026 progresses into the second half.

\制作物アップします✨/ 今週、新しく制作した LPのFVをアップします☺️ 2月のあのイベントのLPを 制作しました🤭💓 (わかりやすすぎますね。笑) お時間ある際に見に来ていただけると 嬉しいです💞

【6】【🎎春、重ねて】 ちさ 「こうして、次の春もまた……一緒に並び立てますように」 蘭太郎 「ふふっ、とこしえにっすね」 雅の衣をまといながら、その願いはとても素直で、まっすぐで。静かに微笑むふたり。春は巡り、また重なる。 #ちさ蘭記録_イベントコラボ風 （前の話は引用元👇️）