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Category: Semiconductor
Traitorous Eight, the origin of the semiconductor and venture capital industries
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.
Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics
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
The TSMC cost, sell price, and R&D cost of chip foundry
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
Major artificial intelligence companies in US stocks market
Generative artificial intelligence, Barriers to Entry Are Too High
Data center, a rapidly growing semiconductor field
A data center is not a chip, it is a suit of solution.
Why are commodity less valuable long-term investments?
Commodity is less valuable long-term investment target.
TSMC gets emerging and serious challenges
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
The hot gen 3 silicon carbide (SiC)
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 gen 3 semiconductor
Wolfspeed, the upstar of 3rd gen semiconductor
