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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6-3-1 Metal Bodyguards for Chips: Kenmec (3653) and Flatness Anxiety in the CoWoS Era
Semiconductor
EDGE / / 11 minutes read

6-3-1 Metal Bodyguards for Chips: Kenmec (3653) and Flatness Anxiety in the CoWoS Era

In the CoWoS era, heat spreaders are critical for AI chip protection. Kenmec (3653) uses 'precision cold forging' to overcome warpage, achieving micron-level flatness for optimal heat dissipation and yield. Its one-stop plating/stiffener frame service grants strong pricing power, a semiconductor ...
7-1-3 The War of Muscle: King Slide (2059)'s Patent Empire vs. Jupiter Technology (6584)'s Second Source Opportunity
Semiconductor
EDGE / / 9 minutes read

7-1-3 The War of Muscle: King Slide (2059)'s Patent Empire vs. Jupiter Technology (6584)'s Second Source Opportunity

The AI server rail industry is transforming. King Slide (2059) monopolized the high-end market with patents, securing high margins. As server specs upgraded, cloud providers diversified risk by fostering Jupiter Technology (6584) as a second supplier. Leveraging Vietnam capacity and NVIDIA certif...
EDGE Semiconductor Research: Series Article Map
Semiconductor
EDGE / / 10 minutes read

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 ...
1-1-1 Silicon Intellectual Property (IP): The "Lego Bricks" of Chips
Semiconductor
EDGE / / 9 minutes read

1-1-1 Silicon Intellectual Property (IP): The "Lego Bricks" of Chips

Silicon IP, upstream semiconductor's "invisible arms dealer," solves design pain points with a "Lego model," earning strong profits from licensing/royalties. We examine three major strategic segments, analyze giants' moats, and explore Chiplet & AI trends to reveal how these fabless winners wield...
1-1-2 GPU vs. ASIC: The 'Soul War' for AI and the Struggle with Physical Limits
Semiconductor
EDGE / / 9 minutes read

1-1-2 GPU vs. ASIC: The 'Soul War' for AI and the Struggle with Physical Limits

This is not just a market share battle, but a physical limits struggle between general-purpose and specialized computing. Analyzing NVIDIA GPU's SIMD vs. Google TPU's systolic array, ASICs gain TCO advantages by eliminating "dark silicon" and breaking the "memory wall." As PyTorch erodes CUDA's m...
1-1-3 Taiwan Supply Chain and Capital Dynamics: The Invisible 'Arms Dealer'
Semiconductor
EDGE / / 12 minutes read

1-1-3 Taiwan Supply Chain and Capital Dynamics: The Invisible 'Arms Dealer'

1-1-3 Taiwan Supply Chain & Capital Dynamics: The Invisible 'Arms Dealer'. SV's ASIC self-development wave makes Taiwan's supply chain a crucial "invisible arms dealer." This article decodes NRE/Turnkey profits, analyzing three strategic tiers: advanced process, IP moats, architectural innovation...