144 posts
1-3-1 The Essence of EDA: The 'Digital Alchemy' from Code to Photomask
Semiconductor
EDGE / / 7 minutes read

1-3-1 The Essence of EDA: The 'Digital Alchemy' from Code to Photomask

EDA is sole tool translating logic to silicon. 200B transistor limits demand intense design: logic synthesis, layout & opt. correction. Tape-out cost: massive compute/emulators for yield/sim. Industry's key oracle, prevents massive loss, links virtual & real.
2-1-1 The Alchemy of Silicon Wafers — From Sand to 99.9999% Purity
Semiconductor
EDGE / / 10 minutes read

2-1-1 The Alchemy of Silicon Wafers — From Sand to 99.9999% Purity

Semiconductors begin by refining sand into 11N pure silicon wafers—the "divine canvas" for computing power. From crystal growth into perfect single-crystal silicon ingots to nanoscale polishing, TSMC's advanced processes' essential "epitaxial wafers" (Epi Wafers) yield the highest profits. The ma...
2-0-2 Process Technology Classification —— A Strategic Map of Advanced, Mature, and Specialty Processes
Semiconductor
EDGE / / 11 minutes read

2-0-2 Process Technology Classification —— A Strategic Map of Advanced, Mature, and Specialty Processes

+----------------------------------+ | Traditional Chinese Article Excerpt | +----------------------------------+ | 半導體製程依商業邏輯分為三大階級。先進製程（<7nm）是台積電的皇冠，靠 EUV 築起資本高牆，專供頂級算力。成熟製程（>28nm）是聯電的現金牛，雖有折舊紅利，但正面臨中國低價傾銷的紅海威脅。特色工藝則不比奈米數，專攻耐高壓與感測（如世界先進）。投資人應認清這是場分別追求極致效能、性價比與特殊功能的差異化戰爭。 | +--------------...
2-0-1 The Rise and Fall of Empires — IDM vs. Foundry: The Clash of Three Giants
Semiconductor
EDGE / / 17 minutes read

2-0-1 The Rise and Fall of Empires — IDM vs. Foundry: The Clash of Three Giants

In Silicon Valley's 30-year war, TSMC's 'servant philosophy' defeated IDM giant Intel and a conflicted Samsung. Intel fell to rigidity; Samsung to a trust crisis. TSMC built its moat by 'not competing with clients.' As Moore's Law slows, the fight shifted to advanced packaging (CoWoS). TSMC, via ...
1-2-2-4 Phison — The 'Storage Strategist' Mastering the Data Deluge
Semiconductor
EDGE / / 18 minutes read

1-2-2-4 Phison — The 'Storage Strategist' Mastering the Data Deluge

Phison, AI storage leader via NAND tech, launched aiDAPTIV+ (SSDs for DRAM) to tackle AI memory wall. Challenges Samsung in enterprise SSDs/retimers. 2026 NAND shortages + NVIDIA alliance forecast double EPS, revaluing it as AI architect.
1-2-2-3 Taiwan's Crab —— Realtek's Connectivity Strategy
Semiconductor
EDGE / / 20 minutes read

1-2-2-3 Taiwan's Crab —— Realtek's Connectivity Strategy

Realtek, the "mass-market tech" leader, dominates global PC audio/networking markets via extreme cost-performance & mixed-signal tech. It drives Wi-Fi 7 adoption, entered Tesla's supply chain with automotive Ethernet, and accessed NVIDIA via SSDs. Despite slowing 2026 growth, high ROE & 6% divide...