Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond
Category: Semiconductor
Top five semiconductor equipment providers
In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
Why software underperforming amid the AI craze?
Since 2024, the growth performance of semiconductor and hardware device stocks has exceeded that of software stocks by 30%. MongoDB, Workday, Adobe, Saifushi, Snowflake and other well-known software stocks have seen their stock prices crash repeatedly during this artificial intelligence trend.
AI PC is changing the PC supply chain and ecosystem
The artificial intelligence personal computer (AI PC) market will not explode immediately, because for artificial intelligence personal computers to be popularized, hardware, software and various application services must cooperate with each other for this to happen, otherwise it will be in vain.
Arm relisted successfully and it’s ushering in its best days
It was such a change in licensing methods, coupled with optimistic expectations for future operations, that Arm’s stock price soared 58% the day after the quarterly report was released! Rushing to the highest point after ARM successfully relisted.
Chip replaced software and become investors’ darling
Among the 11 major sectors of the S&P 500 Index, chip replaced software and became the most heavily weighted sector in the index.
Intel is spinning into five separate companies
Intel is spinning into five independent companies ultimately.
Monolithic Power Systems, a new force in power management expertise
As of May 16, 2024, the Monolithic Power Systems stock price has increased by 483.73% in the past five years. The stock price has risen 75.1% in the past year, which can be said to be an unusually strong performance.
Artificial intelligence (AI) benefits industries
This article will discuss the industries and manufacturers that have benefited significantly from the trend of generative artificial intelligence (AI) in the past year and a half in the short term.