144 posts
The Dimensional Reduction Strike of 4-2-7 HDI — Compeq (2313) and Apex (2367)'s OAM Surprise Attack
Semiconductor
EDGE / / 7 minutes read

The Dimensional Reduction Strike of 4-2-7 HDI — Compeq (2313) and Apex (2367)'s OAM Surprise Attack

Compeq leveraged global #1 HDI tech, surprising AI OAM from satellite/mobile. It holds 70-90% LEO satellite board share; satellite is a key gross profit pillar as SpaceX nears 10M users. 2026 server revenue projects 84% YoY surge; Thailand plant accelerates AI rigid board capacity. Apex transform...
4-2-6 The Undisputed Leader in Cloud Motherboards — Gold Circuit Electronics (2368)'s Thick Board Moat
Semiconductor
EDGE / / 9 minutes read

4-2-6 The Undisputed Leader in Cloud Motherboards — Gold Circuit Electronics (2368)'s Thick Board Moat

Gold Circuit Electronics, global No.1 CSP supplier, leveraging two decades in server thick boards. 2026 PCIe 6.0 upgrade will inflate motherboard layers to 20-24, boosting unit prices 20-30%. Its AWS Trainium 3 ASIC market share will expand to 50-60%, challenging NVIDIA Rubin's 44-layer interpose...
The Super Skeleton of 4-2-5 Servers — An AI Server PCB Teardown and '30-Story' High-Altitude Operations
Semiconductor
EDGE / / 8 minutes read

The Super Skeleton of 4-2-5 Servers — An AI Server PCB Teardown and '30-Story' High-Altitude Operations

AI servers elevate PCBs to "high-tech art." High-freq/speed demands shifted processing from mechanical drilling to laser-drilled HDI. Blind/buried vias & Any-layer tech are OAM module standards for routing. "Back drilling" removes excess copper stubs to mitigate signal reflection. GB200 pioneers ...
4-2-4 Traditional Giants' Transformation Anxiety — Elite Material (6213) and Panasonic's Catch-up
Semiconductor
EDGE / / 5 minutes read

4-2-4 Traditional Giants' Transformation Anxiety — Elite Material (6213) and Panasonic's Catch-up

Soaring AI specs create an 'innovator's dilemma' for giants. Taiwan's Elite Material (6213) lagged in M8 (no HDI); it now seeks NVIDIA cert via auto/general servers for comeback. Panasonic, a high-freq pioneer, lost AI share to TW/KR firms due to slow decisions/customization, facing 'twilight'.
4-2-3 Caught Between a Networking Champion and a Korean Dark Horse — Taoyo (6274)'s Counterattack in Taiwan
Semiconductor
EDGE / / 7 minutes read

4-2-3 Caught Between a Networking Champion and a Korean Dark Horse — Taoyo (6274)'s Counterattack in Taiwan

NVIDIA launched multi-vendor strategy, cutting supply risk. Taiwan's Taoyo (6274) leveraged 800G switch edge, outflanking NVLink/ASIC, countering with new Thai capacity. Korea's Doosan, with state capital/geopolitical edge, aggressively entered GB300/Rubin, announcing 71% capacity surge. High-end...
4-2-2 The Hegemon's Formidable Moat —— Elite Material (2383)'s Halogen-Free Offensive and M8 Absolute Dominance
Semiconductor
EDGE / / 9 minutes read

4-2-2 The Hegemon's Formidable Moat —— Elite Material (2383)'s Halogen-Free Offensive and M8 Absolute Dominance

Elite Material (2383), using its "halogen-free" formula, solved M8 PPO brittleness in HDI, securing ~70% AI GPU board monopoly. With 40% capacity, it earns "asymmetric super-profits" exceeding rivals. Yield/cost advantages secure dominance against second-source fears, launching next-gen M9 (EM-89...