Semiconductor

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The EDGE Semiconductor Research Zone provides in-depth analysis of the global chip industry's complex supply chain, from FinFET to silicon photonics. We cover AI, geopolitics, and rapid tech iteration with continuously updated insights, empowering you to master critical variables and make informed decisions.

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3-5-2 A Hybrid of Logic and Memory: Powerchip's Heterogeneous Integration Revolution
Semiconductor
EDGE / / 5 minutes read

3-5-2 A Hybrid of Logic and Memory: Powerchip's Heterogeneous Integration Revolution

Powerchip expects 2026 capacity surge & financial rebound via mature process shortages. Core 'heterogeneous integration' (3D WoW/AIM) vertically merges logic/memory, solving edge AI bandwidth/power bottlenecks. Micron alliance & HBM pre-processing transform Powerchip to system-level packaging pla...
4-2-1 The Absolute Realm of Physics – Copper Clad Laminates (CCL) and the Ultra-High Frequency Marvel of Dk/Df
Semiconductor
EDGE / / 9 minutes read

4-2-1 The Absolute Realm of Physics – Copper Clad Laminates (CCL) and the Ultra-High Frequency Marvel of Dk/Df

AI servers' ultra-high freq. transmission makes CCL critical for computing power. Success depends on Dk (speed) and Df (signal integrity). To counter high-freq. signal loss and skin effect, materials must upgrade from epoxy to PPO resin and HVLP copper. This pushes AI substrates to the Df<0.002 M...
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...
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...
4-2-4 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'.
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 ...