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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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.
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.