Nvidiacan be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.
The birth of Silicon Valley, and the technology industry as we know it now, actually started with these Traitorous Eight who deviated from the norm.
EDA software can be said to be the most upstream of the entire modern semiconductor industry. Without it, there would be no modern semiconductors., Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics
This post will discuss the semiconductor industry and the cost, sell price, and R&D cost of chip foundry that most Taiwan stock investors are concerned about
Generative artificial intelligence, Barriers to Entry Are Too High
A data center is not a chip, it is a suit of solution.
Commodity is less valuable long-term investment target.
TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
We mentioned in the article “3rd gen semiconductor” that silicon carbide (SiC) is one of the two main protagonists of the third generation of semiconductors.
Wolfspeed, the upstar of 3rd gen semiconductor