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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
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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
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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
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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
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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
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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
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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
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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
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