Sitemap - 2024 - Global Technology Research
The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others
NVIDIA (NVDA US) GB300 Power System – An Overview of new PSU, BBU, and Super Capacitor Design
Is Monolithic Power System (MPWR US) a Short? – The GB200 Power Module War
Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity?
Co-Packaged Optics (CPO) – The Next Big Thing for Nvidia (NVDA US)?
ASM Pacific Technology (522 HK) vs. Kulicke & Soffa (KLIC US) – Who is the Fluxless TCB Winner?
NVIDIA (NVDA US) GB200 vs. GB300? – The Naming Game
Is Lasertec (6920 JP) a Short? – All you need to know about EUV mask inspection
Has SOX peaked out? – A personal view on the current semiconductor cycle
Macom (MTSI US) – A Hidden Nvidia GB200 Play (updated version)
Credo (CRDO US) – A Hidden ASIC Server Play
Marvell (MRVL US) vs. Alchip (3661 TT) – Who is the AWS ASIC Winner?
Will Coherent (COHR US) Miss This Time?
Celestica (CLS US) vs. Flex (FLEX US) – Who is the Google TPU Winner?
Enplas (6961 JP) -- Another Japan Fake AI Play?
SUSS MicroTec (SMHN GR) -- A Hidden Advanced Packaging Play
BESI (BESI NA) -- Where is Hybrid Bonding Used?