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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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...
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.
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...