EDGE

/ 135 posts
7-1-3 The War of Muscle: King Slide (2059)'s Patent Empire vs. Jupiter Technology (6584)'s Second Source Opportunity
Semiconductor
EDGE / / 9 minutes read

7-1-3 The War of Muscle: King Slide (2059)'s Patent Empire vs. Jupiter Technology (6584)'s Second Source Opportunity

The AI server rail industry is transforming. King Slide (2059) monopolized the high-end market with patents, securing high margins. As server specs upgraded, cloud providers diversified risk by fostering Jupiter Technology (6584) as a second supplier. Leveraging Vietnam capacity and NVIDIA certif...
7-1-2 The Framework Creator: Chenbro (8210)'s OTS Strategy and its Seamless Integration with NVIDIA MGX Architecture
Semiconductor
EDGE / / 6 minutes read

7-1-2 The Framework Creator: Chenbro (8210)'s OTS Strategy and its Seamless Integration with NVIDIA MGX Architecture

This article analyzes Chenbro's AI server moat (OTS strategy/NVIDIA MGX architecture), resolving high-weight/thermal challenges via precision design extending chassis to switch trays/CPO; GB300 client diversification/Malaysia plant mass production transforms it into comprehensive structural solut...
7-1-1 The Heart Maker: Wistron (3231)'s L6 Substrate Dominance and Transformation Legend
Semiconductor
EDGE / / 6 minutes read

7-1-1 The Heart Maker: Wistron (3231)'s L6 Substrate Dominance and Transformation Legend

Wistron (3231) transformed from low-margin OEM to a key NVIDIA AI server L6 substrate supplier. Its SMT yield secures "AI heart" manufacturing for L6 boards (>80% cost), benefiting Blackwell's ramp-up. Despite high-priced components diluting GM, operating/absolute profits grow with scale. Via par...
6-4 Power Structure: Who is Defining the Specifications?
Semiconductor
EDGE / / 9 minutes read

6-4 Power Structure: Who is Defining the Specifications?

Analyzing the AI data center spec battle. NVIDIA controls the supply chain using its closed NVL72 architecture, as cloud giants push OCP standards to counter monopoly. Wiwynn specializes in ASICs; Lotes excels in core components. Vertiv shows dominance via integrated facilities & prefabricated so...
6-3-5 Silence of the Deep: Immersion Cooling (Immersion) and the Chemical Warfare of PFAS
Semiconductor
EDGE / / 9 minutes read

6-3-5 Silence of the Deep: Immersion Cooling (Immersion) and the Chemical Warfare of PFAS

This article examines the immersion cooling industry's chemical challenges and restructuring post-3M's PFAS exit. Two-phase shifts to Chemours' compliant coolants; single-phase uses synthetic oils to bypass hermetic limits. This materials science & regulatory play, key beyond just physical perfor...
6-3-4 Liquid Cooling's Heart and Blood Vessels: The Flow War of CDU, Manifold, and QD
Semiconductor
EDGE / / 10 minutes read

6-3-4 Liquid Cooling's Heart and Blood Vessels: The Flow War of CDU, Manifold, and QD

AI liquid cooling cores: CDU (efficient vacuum brazing; Gao-Li benchmark via tech barriers), manifold, QD (drip-free hot-swappable; Jia-Ze challenges US via precision machining). Rack power >100kW boosts 2026 in-row cooling output, strengthening Taiwan's critical liquid cooling supply chain posit...