- Industry
What Is Backside Power Delivery Network (BSPDN)? The Technological Differences Among TSMC, Samsung, and Intel
As Moore’s Law approaches its physical limits, the bottleneck in chip scaling is no longer confined to transistors—it increasingly lies in power delivery. Traditional front-side power delivery networks (FSPDN) ultimately constraining performance and power efficiency.To sustain progress in advanced process nodes, TSMC, Intel, and Samsung have each moved forward with backside power delivery network (BSPDN) technologies. This article analyzes the fundamentals of backside power delivery, introduces TSMC’s Super Power Rail (SPR), and compares it with Intel’s PowerVia and Samsung’s BSPDN solutions. It further explores two critical steps in implementing backside power delivery—wafer thinning and reclaimed wafers—and examines how these technological shifts could reshape the market and supply chain.
- Industry
What Are Passive Components? A Complete Guide to MLCCs, Capacitors, Resistors, Inductors, and Industry Trends
As demand for AI servers continues to surge, passive components have evolved from supporting components into a key area of market focus. From MLCCs and resistors to power inductors, these fundamental electronic components play a critical role in ensuring the stable operation of AI servers, GPUs, and high-speed data transmission systems. This article explores the major categories of passive components, their functions, and industry trends, while examining how the AI boom is creating opportunities for specification upgrades and long-term structural growth across the passive components industry.
- Industry
What is WMCM? A New Technology for the 2nm Era?
As the industry advances toward the 2nm process node, WMCM has emerged as a key focus in advanced packaging. This article explores WMCM’s core technology principles, process architecture, and its differences compared with InFO and CoWoS. It also analyzes its advantages and limitations in high-density RDL, thermal performance, cost, and integration flexibility, and highlights key Taiwanese beneficiaries in the materials and equipment supply chain.
- Industry
What Is Backside Power Delivery Network (BSPDN)? The Technological Differences Among TSMC, Samsung, and Intel
As Moore’s Law approaches its physical limits, the bottleneck in chip scaling is no longer confined to transistors—it increasingly lies in power delivery. Traditional front-side power delivery networks (FSPDN) ultimately constraining performance and power efficiency.To sustain progress in advanced process nodes, TSMC, Intel, and Samsung have each moved forward with backside power delivery network (BSPDN) technologies. This article analyzes the fundamentals of backside power delivery, introduces TSMC’s Super Power Rail (SPR), and compares it with Intel’s PowerVia and Samsung’s BSPDN solutions. It further explores two critical steps in implementing backside power delivery—wafer thinning and reclaimed wafers—and examines how these technological shifts could reshape the market and supply chain.
- Industry
What Are Passive Components? A Complete Guide to MLCCs, Capacitors, Resistors, Inductors, and Industry Trends
As demand for AI servers continues to surge, passive components have evolved from supporting components into a key area of market focus. From MLCCs and resistors to power inductors, these fundamental electronic components play a critical role in ensuring the stable operation of AI servers, GPUs, and high-speed data transmission systems. This article explores the major categories of passive components, their functions, and industry trends, while examining how the AI boom is creating opportunities for specification upgrades and long-term structural growth across the passive components industry.
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- Industry
2026/8/11
A Complete Look at How AI Drives the Power Supply Industry Upgrade
Rapid growth in AI computing power is driving a surge in data center electricity demand, pushing the power supply industry from a mature market into a new upgrade cycle. This article examines how AI data center power architectures are evolving from traditional AC systems toward 800V HVDC high-voltage direct current, while also exploring key trends in natural gas generation, SOFC fuel cells, grid upgrades, and large power transformers. It also reviews the positioning of Taiwanese suppliers such as Delta Electronics and Kaori Heat Treatment, highlighting how AI infrastructure upgrades are reshaping the global power industry and creating new investment opportunities.
- News
2026/8/11
fiisual Biweekly Oil Report : Strait Supply Recovery Lags Negotiations, While Houthi Escalation Keeps Oil Prices Range-Bound at Elevated Levels
Recently, the crude oil market has mainly been driven by a "time lag between negotiation progress and actual supply recovery," with prices first falling and then rebounding, settling into a high-level, range-bound pattern. Although the US–Iran talks have continued to send positive signals, and Iran and Oman are also advancing a transit mechanism for the Strait of Hormuz, the two sides still disagree on issues such as sanctions, waterway management, and passage conditions, and shipping through the Strait has not yet returned to pre-war levels — making it difficult for the market to immediately price in expectations of increased supply. Separately, Houthi activity has flared up again and continues to threaten Red Sea shipping and Saudi energy facilities, further raising the risk of a Middle East supply disruption. On the demand side, consumption has remained stable with modest growth, and gasoline and distillate inventories have both drawn down, providing fundamental support for prices. Overall, while a breakthrough in negotiations would be positive for a gradual supply recovery and would push prices lower, the actual pace of supply recovery is still lagging behind the pace of political negotiations, and with Houthi activity heating up again, the market continues to price in a geopolitical risk premium. Crude oil prices are expected to remain range-bound at elevated levels in the near term.
- Industry
2026/7/28
Power Semiconductors: How AI and Supply Chain Restructuring Are Reshaping the Industry
Growing demand from AI servers, high-voltage power architectures, vehicle electrification, and industrial automation, combined with geopolitical developments and supply chain restructuring, has gradually shifted the Power semiconductors industry toward a seller’s market. This article examines the major power semiconductor product categories, end-use applications, and competitive landscape, while exploring how AI is driving higher demand for components such as MOSFETs, IGBTs, and SiC devices. It also assesses how Taiwanese suppliers, including PANJIT and APEC, may benefit from supply chain realignment.
- News
2026/7/27
fiisual Biweekly Oil Report :Rising US-Iran Tensions Push Up Oil Prices; Reports of Renewed Talks Emerge, but Red Sea Risks Continue to Lift the Oil Risk Premium
Over the past two weeks, international oil prices have swung sharply amid escalating US-Iran conflict, with Brent crude briefly breaking above $100. In the early stage of the conflict, US-Iran military confrontation expanded into the Persian Gulf region, and the Houthi movement's involvement in the Red Sea situation raised market concerns that the Strait of Hormuz and the Bab-el-Mandeb Strait could form a "dual-strait crisis," pushing up the oil risk premium. However, with Pakistan actively mediating under Chinese backing, prospects for a resumption of US-Iran talks have improved, and with the US having refrained from new military action against Iran for the past two to three days, the market has grown hopeful of a diplomatic cooldown, causing oil prices to pull back from their highs. On the fundamentals side, the Strategic Petroleum Reserve (SPR) continues to decline, shrinking the buffer available to the market. Overall, short-term oil prices remain dominated by elevated geopolitical risk, and the market will continue to focus on the progress of US-Iran talks and whether Red Sea shipping risks expand further. If diplomatic talks achieve a breakthrough, the risk premium could continue to ease; but if talks collapse or the risk of strait blockades rises, oil prices may again face upward pressure.
- Financials
2026/7/20
What Are GPU Compute Futures? The Next Step in the Financialization of AI Computing Power
As demand for AI model training continues to surge, GPU computing power is evolving from a technology resource into a standardized, tradable asset, paving the way for the emergence of GPU compute futures. This article explains how GPU compute futures work, their role in hedging and risk management, and the value they bring to the market. It also explores how AI developers, data center operators, and financial institutions can use futures contracts to manage fluctuations in compute pricing, while highlighting the latest initiatives from exchanges such as CME Group and Intercontinental Exchange (ICE). Discover how the financialization of computing power is shaping the next frontier of the AI economy.
