Archive - Global Technology Research

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 •

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 •

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 •

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 •

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 •

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 •

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 •

A Quick Update on TSMC CoWoS Capacity Adjustment

There is recent rumor about TSMC's CoWoS capacity adjustments that has been widely circulated among investors community for over a week.

Mar 2 •

February 2025

NVIDIA (NVDA US) 2025 GTC Preview -- An Update on its Latest CPO Switch and NVL288 Design

It’s time for the highly-anticipated NVIDIA GTC conference again.

Feb 23 •

January 2025

NVIDIA (NVDA US) GB300, Vera Rubin & Beyond – An Update on Future PCB/CCL and Power Design Change

In the last year’s article, I introduced the PCB design (Is Amphenol Overpass Replaced by PCB?

Jan 24 •

Carbon Nanotube (CNT) – The Next Big Thing for EUV Pellicle?

Jan 14 •

December 2024

The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others

In my previous articles written in earlier this year, I have discussed AWS Tranium/ Inferentia （Marvell (MRVL US) vs.

Dec 11, 2024 •

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