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/ 135 posts
1-2-3 Chinese Wolf Pack — The Red Supply Chain's Breakthrough
Semiconductor
EDGE / / 6 minutes read

1-2-3 Chinese Wolf Pack — The Red Supply Chain's Breakthrough

Facing U.S. tech containment, China's semiconductor sector counters. Huawei HiSilicon (SAQP) broke 7nm, building domestic computing. WillSemi monopolizes automotive CIS; Gigadevice sweeps mid-low-end MCUs. This 'red wolf pack' employs 'asymmetric warfare': mature process overcapacity drives price...
1-2-2 Eastern Marshals and Generals — The Counterattack of Taiwan's Fabless Army
Semiconductor
EDGE / / 6 minutes read

1-2-2 Eastern Marshals and Generals — The Counterattack of Taiwan's Fabless Army

Taiwan's fabless sector strategically upgrades. MediaTek (SerDes) partners NVIDIA, challenging Broadcom's ASIC dominance; Novatek shifts to custom chips; Realtek's WiFi 7 tackles transmission bottlenecks; Phison democratizes AI with aiDAPTIV+. Amid geopolitics, Taiwanese firms are now key strateg...
1-2-1-3 The Emperor Within the Patent Wall —— Qualcomm's Hegemony and the AI PC Architectural Holy War
Semiconductor
EDGE / / 7 minutes read

1-2-1-3 The Emperor Within the Patent Wall —— Qualcomm's Hegemony and the AI PC Architectural Holy War

Qualcomm's Modem/patent wall creates an Apple-unbreachable moat. Via Nuvia, Qualcomm & MS's Snapdragon X Elite challenge x86 AI PC dominance & disrupt auto cockpits. Despite ARM litigation, Qualcomm leads defining future edge computing/connectivity standards.
1-2-1-2 The Underground Godfather of Infrastructure — Broadcom and Marvell's Monopoly and Exorbitant Profits
Semiconductor
EDGE / / 8 minutes read

1-2-1-2 The Underground Godfather of Infrastructure — Broadcom and Marvell's Monopoly and Exorbitant Profits

Broadcom & Marvell are AI infra's godfathers, beyond NVIDIA. Broadcom dominates switches/SerDes, drives Google TPUs; Marvell leads optical comms via DSPs. Their 'digital infra' & 'ASIC services' define specs, MediaTek's transformation benchmark.
1-2-1-1 The Dual Emperors of the Computing Power Empire —— NVIDIA vs. AMD: A Full Decryption
Semiconductor
EDGE / / 14 minutes read

1-2-1-1 The Dual Emperors of the Computing Power Empire —— NVIDIA vs. AMD: A Full Decryption

NVIDIA builds a scalable computing power empire via CoWoS-L stitching & copper cabinets. AMD, with Chiplet & 3D stacking, cost-effectively enters inference. This arms race reshapes semiconductors; TSMC (adv. packaging), thermal mgmt, & testing supply chains are the biggest winners.
1-2-1 US Hegemon — The Standard-setter
Semiconductor
EDGE / / 5 minutes read

1-2-1 US Hegemon — The Standard-setter

US Fabless giants define compute ecosystems/standards. NVIDIA dominates compute; AMD is #2. Broadcom/Marvell monopolize infra/ASIC (MediaTek benchmark). Qualcomm leads AI PC. These five dictate TSMC capacity, shaping training-to-inference investment.