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Semiconductor

EDGE Semiconductor Research: Series Article Map

Computing power = national strength; silicon & AI reshape the world. EDGE Semiconductor Research analyzes shifts (advanced processes to Trump 2.0) via tech, market, geopolitics, decision. Its 7-part series helps you pierce stock noise, grasp tech bottleneck & supply chain shift logic, becoming a ...
⸱ by EDGE
Insight

【Insight Subscription Plan】Say Goodbye to Retail Investor Mentality: Using "Quantitative Fund Flow" and "Consensus Data" to Build Your Alpha Trading System

Ditch retail investor thinking; build an Alpha trading system with institutional data. Our Quantamental engine combines high-dimensional quantitative fund flows and AI insights. Our weekly reports decode Smart Money trends via ML and provide institutional semiconductor forecasts for earnings-pric...
⸱ by EDGE
Semiconductor

How We Build a "Living Knowledge Base" via Editor-Driven AI Curation

EDGE redefines research via AI-Assisted Curation. Human editors feed AI with quant data and elite reports to distill signals. We strictly fact-check to eliminate noise. Zero disposable content—just a continuously updated Living Knowledge Base.
⸱ by EDGE
EDGE Semiconductor Research: Series Article Map
【Insight Subscription Plan】Say Goodbye to Retail Investor Mentality: Using "Quantitative Fund Flow" and "Consensus Data" to Build Your Alpha Trading System
How We Build a "Living Knowledge Base" via Editor-Driven AI Curation
Semiconductor Insight
1-2-2-2 Novatek's 'Visual Hegemony' —— From Illuminating Pixels to Defining Reality
Semiconductor
EDGE / / 18 minutes read

1-2-2-2 Novatek's 'Visual Hegemony' —— From Illuminating Pixels to Defining Reality

Novatek's exclusive HV process/Demura algorithm builds tech moat, secures Apple supply chain. Amid red ocean competition, pivots hardware-driven to visual computing. Despite high dividend yield, future re-rating hinges on automotive, OLEDoS, ASIC breakthroughs. 2026 decisive for value transformat...
1-2-2-1 From 'Disruptive Innovation' to 'Defining the Future' — MediaTek's 27-Year Evolution
Semiconductor
EDGE / / 18 minutes read

1-2-2-1 From 'Disruptive Innovation' to 'Defining the Future' — MediaTek's 27-Year Evolution

MediaTek evolved 27 years: from "clone king" to AI compute armorer. Assembled key 5G, SerDes, PMIC. Dimensity full-big-core revived smartphones; NVIDIA auto partnership; Google TPU entry. 2026 ASIC boom re-rates valuation from mobile to AI compute giant, revaluation.
[Industry Capital Flow Weekly Report] 20260202 AI Structural Growth and Cyclical Value Revaluation Under the Barbell Strategy
Insight
EDGE / / 8 minutes read

[Industry Capital Flow Weekly Report] 20260202 AI Structural Growth and Cyclical Value Revaluation Under the Barbell Strategy

Our capital model detected a 'barbell' split this week: funds target AI advanced testing & 2nm supply chains for tech dividends, and into memory & substrates for low-base mean reversion. This reflects institutions balancing growth & safety margins. This issue analyzes the industry logic & key ROI...
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.