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2-3-2 The Final Gamble — Intel 14A vs. TSMC A16: The Roadmap Battle
Semiconductor
EDGE / / 7 minutes read

2-3-2 The Final Gamble — Intel 14A vs. TSMC A16: The Roadmap Battle

ASML's High-NA EUV boosts resolution via anamorphic lenses, halving exposure fields and causing chip stitching. This sparks a battle: Intel bets on new machines for tech lead; TSMC uses older machines, multi-patterning for cost/yield. Photoresists need metallic scaffolds. Short-term, TSMC wins av...
2-3-1 God's Paintbrush —— The ASML EUV Ecosystem and Its Miracles
Semiconductor
EDGE / / 10 minutes read

2-3-1 God's Paintbrush —— The ASML EUV Ecosystem and Its Miracles

ASML's $4.8B EUV lithographer: industry's crown jewel. Lasers bombard tin 50k/s, producing 13.5nm EUV. Light easily absorbed; Zeiss mirrors guide 2% to wafer. Monopoly: Lasertec (Japan/inspection), Gudeng (Taiwan/reticle pods). 100k precision parts integration hinders China's replication. Moore's...
2-2-0 Photolithography in Plain Language: A Nanoscale 'Template Spray Painting' Game
Semiconductor
EDGE / / 7 minutes read

2-2-0 Photolithography in Plain Language: A Nanoscale 'Template Spray Painting' Game

Gemini said: Photolithography is nanoscale template spray-painting. We coat a wafer with photoresist, then light through a mask alters it. Unwanted resist is washed off, leaving a protective layer. Exposed wafer areas are then etched. After stripping the resist, circuit structures are created. Th...
【Insight Subscription Plan】Say Goodbye to Retail Investor Mentality: Using "Quantitative Fund Flow" and "Consensus Data" to Build Your Alpha Trading System
Insight
EDGE / / 6 minutes read

【Insight Subscription Plan】Say Goodbye to Retail Investor Mentality: Using "Quantitative Fund Flow" and "Consensus Data" to Build Your Alpha Trading System

Ditch retail investor thinking; build an Alpha trading system with institutional data. Our Quantamental engine combines high-dimensional quantitative fund flows and AI insights. Our weekly reports decode Smart Money trends via ML and provide institutional semiconductor forecasts for earnings-pric...
【Market Consensus Weekly Report】20260209 — The Extreme Divergence Between Earnings and Price — Focusing on the "Value Restoration" Rally in AI OSAT
Insight
EDGE / / 13 minutes read

【Market Consensus Weekly Report】20260209 — The Extreme Divergence Between Earnings and Price — Focusing on the "Value Restoration" Rally in AI OSAT

Market: 'confidence leading, prices lagging' divergence. AI compute/adv. pkg. EPS surged >60% (bottlenecks resolved), Alpha 'value restoration'. Strategy: focus consensus-gap AI OSAT/power mgmt, oversold special mature process plays. Consensus conservative on mobile supply (earnings cut) & overhe...
[Industry Capital Flows Weekly Report] 20260209 AI Infrastructure 2.0: Pricing "Physical Limits"
Insight
EDGE / / 10 minutes read

[Industry Capital Flows Weekly Report] 20260209 AI Infrastructure 2.0: Pricing "Physical Limits"

This week's strategy: pricing physical limits. GB300 demand doubles; smart money targets liquid cooling, CPO comms, H-E substrate test. Tech moats, not hype, 2026 profit key. Non-AI memory overvalued; heed correction risk. Favor strong capacity gatekeepers with spec monopolies; prune weak.