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ASML (ASML US) -- The Return of the EUV King?

Peter Thiel, in his famous book Zero to One, put forward a distinctive idea: great companies all begin by targeting a niche market and achieving an…

Dec 29, 2025 • AYZ

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…

Dec 1, 2025 • AYZ

November 2025

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…

Nov 8, 2025 • AYZ

October 2025

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…

Oct 13, 2025 • AYZ and SJW

September 2025

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.

Sep 22, 2025 • AYZ

August 2025

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…

Aug 12, 2025 • 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…

Aug 5, 2025 • AYZ

July 2025

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…

Jul 31, 2025 • AYZ

NEZ vs. Q Glass – Who Will be the Next Electronic Fiber Glass Winner?

At the beginning of last year, I introduced Nittobo (3110 JP) to readers for the first time in an article (Nittobo (3110 JP) -- The King of Electronic…

Jul 1, 2025 • AYZ

June 2025

2025 Computex Review – An Introduction to 800V HVDC Power Rack

Disclaimer: This newsletter’s content aims to provide readers with the latest technology trends and changes in the industry, and should not be construed…

Jun 25, 2025 • AYZ

Maruwa (5344 JP) – A Hidden Data Center Optical Module & CPO Play

Disclaimer: This newsletter’s content aims to provide readers with the latest technology trends and changes in the industry, and should not be construed…

Jun 15, 2025 • AYZ

May 2025

NVIDIA (NVDA US) 2025 GTC Review – Is Amphenol (APH US) Dead Beyond NVL72?

Disclaimer: This newsletter’s content aims to provide readers with the latest technology trends and changes in the industry, and should not be construed…

May 20, 2025 • AYZ

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