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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6-1-4 Active Lifeline: BBU (Backup Battery) Shifts from Logistics to the Frontline
Semiconductor
EDGE / / 8 minutes read

6-1-4 Active Lifeline: BBU (Backup Battery) Shifts from Logistics to the Frontline

AI chip power jumps rapidly; traditional power's physical delays prevent instant supply. BBU shifts from backup to a frontline 'peak-shaving & valley-filling' power buffer. High-rate cells & microsecond BMS allow BBUs to bridge power gaps, preventing chip crashes. This is now standard for AI serv...
6-1-3 Duel of the Two Giants in the Power Supply Industry (II): Lite-On Technology (2301)'s High-Efficiency Surprise Attack
Semiconductor
EDGE / / 8 minutes read

6-1-3 Duel of the Two Giants in the Power Supply Industry (II): Lite-On Technology (2301)'s High-Efficiency Surprise Attack

Lite-On (2301) counters Delta's integration via an "assassin strategy," focusing on extreme server power density. GaN tech drastically shrinks power supply volume, solving rack space/heat with titanium efficiency, crucial for cloud giants avoiding vendor lock-in. Its Ubiqconn acquisition expands ...
6-1-2 Showdown of Two Giants in the Power Industry (Part 1): Delta Electronics (2308)'s Comprehensive Empire
Semiconductor
EDGE / / 9 minutes read

6-1-2 Showdown of Two Giants in the Power Industry (Part 1): Delta Electronics (2308)'s Comprehensive Empire

Delta Electronics (2308) is now an AI data center integrator. Facing high-power thermal runaway, it offers integrated grid-to-chip liquid cooling via power/thermal co-design and an HVDC end-to-end blueprint. Its high vertical integration and single responsibility secured cloud giants, dictated sp...
6-1-1 Ending AC Loss: HVDC (High-Voltage Direct Current)'s Overt Strategy for Cost Savings
Semiconductor
EDGE / / 7 minutes read

6-1-1 Ending AC Loss: HVDC (High-Voltage Direct Current)'s Overt Strategy for Cost Savings

HVDC cuts data center AC/DC conversion losses. 380V centralized rectification boosts HVDC efficiency, despite current sharing & arc suppression. 100kW+ AI rack power strains 48V. Industry shifts to 800V power chains & SiC, reshaping global power/materials.
6-0 Strategic Outpost —— Runaway Power Consumption and the Collision with 'Physical Walls'
Semiconductor
EDGE / / 6 minutes read

6-0 Strategic Outpost —— Runaway Power Consumption and the Collision with 'Physical Walls'

6-0 Strategic Outpost: Runaway Power & Physical Walls. AI/GPU surges stress data centers (consumption, limits, Joule heating, transient currents). Article covers 'Sixth Battlefield' solutions (HV rack power, 3rd-gen semiconductors, liquid cooling) for energy system transformation, analyzing Delta...
5-4-6 The Ultimate Forensic Examiner: A Microscopic Analysis Platform and the 'Big Three' in Material Analysis and Testing
Semiconductor
EDGE / / 7 minutes read

5-4-6 The Ultimate Forensic Examiner: A Microscopic Analysis Platform and the 'Big Three' in Material Analysis and Testing

This article explores how the 'Big Three' in semiconductor testing act as ultimate forensic examiners, using FIB and TEM to overcome AOI blind spots for atomic-level failure analysis. Pan-Chip employs precise techniques for advanced process MA; MA-tek expands globally, capitalizing on localizatio...