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 ...
【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...
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.
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
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.
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...
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
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...
1-2-1-3 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.
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