Global Technology Research
Subscribe
Sign in
Home
Notes
Chat
VIP Memberships
Archive
Leaderboard
About
Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays
In an article in the 4Q last year, I gave a detailed introduction to the ASIC chips of several major North American hyperscaler companies (The…
Nov 8
•
AYZ
48
18
4
Latest
Top
Discussions
Is This Time Different? – How Will AI Large Language Model Bring the Memory Supercycle?
In today’s article, I would like to provide a comprehensive, top-down analysis of the memory demand of large AI models, a topic of recent investor…
Oct 13
•
AYZ
and
SJW
43
14
7
NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries
NVIDIA recently released the new VR200 NVL144 CPX rack, which has attracted wide interest and discussion from investors.
Sep 22
•
AYZ
31
14
2
KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies
I first introduced the competition issue between KLA and Lasertec in the field of photomask inspection tools in my last year’s article (Is Lasertec…
Aug 12
•
AYZ
31
8
4
NVLink vs. UALink vs. NeuronLink vs. SUE vs. PCIe – How Large is Astera Labs (ALAB US) Switch Opportunity?
I first introduced Astera Labs, a U.S.-listed company specializing in PCIe retimer and switch chips (Astera Labs (ALAB US) – How Large is the GB200…
Aug 5
•
AYZ
39
18
6
Mitsui Mining & Smelting (5706 JP) – An Introduction to SLP, MSAP, and CoWoP Technology
I first introduced the Japanese high-end electronic copper foil manufacturer Mitsui Mining & Smelting (5706 JP) in an article earlier this year.
Jul 31
•
AYZ
24
2
2
NEZ vs. Q Glass – Who Will be the Next Electronic Fiber Glass Winner?
At the beginning of last year, I introduced Nittobo (3110 JP) to readers for the first time in an article (Nittobo (3110 JP) -- The King of Electronic…
Jul 1
•
AYZ
20
3
2025 Computex Review – An Introduction to 800V HVDC Power Rack
The 2025 Taiwan International Computer Exhibition (Computex) was held as scheduled at the end of May.
Jun 25
•
AYZ
28
12
6
See all
Global Technology Research
GTR
Subscribe
Recommendations
View all 11
The VC Corner
Ruben Dominguez
The Founders Corner®
Ruben Dominguez
Tech Investments
Tech Fund
Startup Riders
Ivan Landabaso
The Chip Letter
Babbage
Global Technology Research
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts