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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...
1-2-3 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...
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...
1-2-2-3 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...
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 ...
2-0-2 Process Technology Classification —— A Strategic Map of Advanced, Mature, and Specialty Processes
Semiconductor
EDGE / / 11 minutes read

2-0-2 Process Technology Classification —— A Strategic Map of Advanced, Mature, and Specialty Processes

+----------------------------------+ | Traditional Chinese Article Excerpt | +----------------------------------+ | 半導體製程依商業邏輯分為三大階級。先進製程（<7nm）是台積電的皇冠，靠 EUV 築起資本高牆，專供頂級算力。成熟製程（>28nm）是聯電的現金牛，雖有折舊紅利，但正面臨中國低價傾銷的紅海威脅。特色工藝則不比奈米數，專攻耐高壓與感測（如世界先進）。投資人應認清這是場分別追求極致效能、性價比與特殊功能的差異化戰爭。 | +--------------...