Global Technology Research

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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July 2025

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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June 2025

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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Maruwa (5344 JP) – A Hidden Data Center Optical Module & CPO Play

After a period of relative silence, investor interest in 800G/1.6T optical modules and CPO switches has recently surged again.

Jun 15 • 

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May 2025

NVIDIA (NVDA US) 2025 GTC Review – Is Amphenol (APH US) Dead Beyond NVL72?

I first wrote an article about NVIDIA 2025 GTC Preview back in February this year (NVIDIA (NVDA US) 2025 GTC Preview -- An Update on its Latest CPO…

May 20 • 

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What’s Going on with Marvell (MRVL US)?

Recently, several readers have inquired me about the latest developments with Marvell and Alchip, so today I will provide a brief update on this.

May 16 • 

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What to Buy in Semi Downcycle (2)? – NVIDIA vs. ASIC Plays?

In the previous article, I talked about which stocks one could consider buying during the semiconductor downcycle (What to Buy in Semi Downcycle?

May 2 • 

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April 2025

What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

I introduced in my last year’s article (Has SOX peaked out?

Apr 21 • 

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The Minerva – An Introduction of Meta ASIC Server Design, and its JDM Celestica (CLS US)

Last month, I posted a note on Substack asking readers whether they prefer me to write more about technical details or investment targets in my…

Apr 1 • 

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March 2025

What’s Going on in China AI? Deepseek, Manus, and their Impact on NVIDIA (NVDA US) Demand

I am not an AI algorithm engineer, but the recent developments in China's AI models—from last month's rising star, Deepseek, to this month's newcomer…

Mar 12 • 

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