144 posts
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.
2-4-2 Dominant Players and Hidden Champions — Taiwan Photomask Supply Chain
Semiconductor
EDGE / / 6 minutes read

2-4-2 Dominant Players and Hidden Champions — Taiwan Photomask Supply Chain

Photomasks, key chip molds, form a supply chain cradling Taiwan's hidden champions. TSMC's localized fleet—Taiwan Mask (overflow), GUDEN (EUV Pod monopoly), High-Link (AMC contamination), iDEX (critical consumables)—is a strategy to build a localized, high-margin ecosystem, more than a tech contest.
1-3-1 God's Hand in Chip Design —— A Comprehensive Guide to EDA Software
Semiconductor
EDGE / / 5 minutes read

1-3-1 God's Hand in Chip Design —— A Comprehensive Guide to EDA Software

EDA, chip design's 'God Simulator,' solely links code to photomasks. Detailing logic synthesis, auto-placement to sign-off, Synopsys & Cadence build absolute PDK moats; a US-China chip war 'chokepoint' blocking GAA advanced processes, high-margin, anti-cyclical strategic asset.
1-1-3 Taiwan Supply Chain and Capital Dynamics: The Invisible 'Arms Dealer'
Semiconductor
EDGE / / 12 minutes read

1-1-3 Taiwan Supply Chain and Capital Dynamics: The Invisible 'Arms Dealer'

1-1-3 Taiwan Supply Chain & Capital Dynamics: The Invisible 'Arms Dealer'. SV's ASIC self-development wave makes Taiwan's supply chain a crucial "invisible arms dealer." This article decodes NRE/Turnkey profits, analyzing three strategic tiers: advanced process, IP moats, architectural innovation...