Morris Chang refuted by Yeh, After Yeh Wan-an’s short article was published, many friends who participated in and were familiar with TSMC’s founding process called and even wrote to support my argument. This suggests that many people are dissatisfied with Morris Chang’s claim that the government was “reluctant” to invest in TSMC and believe it is unfair.
Category: Semiconductor
Indicators helps to interpret the direction of stock market and economic climate
After all, what indicators or data are based on science, rather than divination or astrology, are indeed helpful in predicting the direction of the U.S. stock market.
What does book “Chip War” talk about?
The book “Chip War” has attracted great attention in the past two or three years. I personally think there are several reasons
China ditch US AI chips and decides to go its own way
China ditch US AI chip, Beijing has required Chinese tech companies to justify orders for H20 chips, promoting domestic alternatives like Huawei and Cambricon. Bloomberg reported that relevant ministries recently issued a notice to domestic companies, advising them to avoid using Nvidia’s H20 chips, designed specifically for the Chinese market, particularly in government and critical infrastructure sectors.
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How Astera Labs, AI high-speed transmission expert, make money?
Astera Labs specializes in connectivity solutions for data center-centric systems, including cloud computing, artificial intelligence and machine learning. Its products optimize data flow and performance in servers, GPUs and AI accelerators, addressing bottlenecks in high-performance computing environments.
A must-read for Nvidia investors＂The Thinking Machine＂
＂The Thinking Machine＂ is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.
Spectrum-X and Quantum-X switches, Nvidia’s new territory
Spectrum-X and Quantum-X silicon photonic switches, targeting back-end communication, that is, the exchange of massive data in data centers, rather than front-end communication
How important is semiconductor industry to Taiwan?
Taiwan’s semiconductor industry accounts for 15% of Taiwan’s GDP. Taiwan produces more than 60% of the world’s semiconductors and more than 90% of the most advanced semiconductors. Semiconductors are the largest sub-category of the Taiwan stock market, accounting for 27.02%.
How does ON Semiconductor make money? Experts in power and analog signal processing and sensor
ON Semiconductor is a more professional semiconductor manufacturer, focusing on power management solutions, connections and sensors.