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The Ironwood – An Introduction to Google TPU Rack & Optical Circuit Switch System
Disclaimer: This newsletter’s content aims to provide readers with the latest technology trends and changes in the industry, and should not be construed…
 • AYZ
Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays
In an article in the 4Q last year, I gave a detailed introduction to the ASIC chips of several major North American hyperscaler companies (The…
 • AYZ
Is This Time Different? – How Will AI Large Language Model Bring the Memory Supercycle?
In today’s article, I would like to provide a comprehensive, top-down analysis of the memory demand of large AI models, a topic of recent investor…
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 • AYZ and SJW
NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries
NVIDIA recently released the new VR200 NVL144 CPX rack, which has attracted wide interest and discussion from investors.
 • AYZ
KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies
I first introduced the competition issue between KLA and Lasertec in the field of photomask inspection tools in my last year’s article (Is Lasertec…
 • AYZ
NVLink vs. UALink vs. NeuronLink vs. SUE vs. PCIe – How Large is Astera Labs (ALAB US) Switch Opportunity?
I first introduced Astera Labs, a U.S.-listed company specializing in PCIe retimer and switch chips (Astera Labs (ALAB US) – How Large is the GB200…
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Mitsui Mining & Smelting (5706 JP) – An Introduction to SLP, MSAP, and CoWoP Technology
Disclaimer: This newsletter’s content aims to provide readers with the latest technology trends and changes in the industry, and should not be construed…
 • AYZ
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