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2025-04-24
Unlike CPUs and GPUs, ASICs (Application-Specific Integrated Circuits) are pre-configured for specific applications before manufacturing. These chips are highly customized in both design and production, tailored for targeted use cases. ASICs have seen rapid growth in the AI and cloud computing markets. In the context of LLM (Large Language Model) applications, while Nvidia maintains a strong advantage in the training phase through its mature CUDA ecosystem, ASICs are expected to demonstrate significant potential in the inference phase due to their unique product attributes. Over time, a complementary ecosystem is likely to emerge, where ASICs fill specific roles alongside GPUs. This article offers a concise overview of ASIC characteristics, business models, industry landscape, and future outlook.
# Stocks
# USA
# Taiwan
# Manufacturing Industry
2024-12-23
As demand for AI servers and high-performance chips continues to grow, the thermal management industry has become a key investment focus. This article provides an in-depth analysis of the evolution of cooling technologies, along with the innovative applications of 3D vapor chamber (3D VC) technology. Additionally, the article explores the thermal management supply chain, highlighting Taiwan’s critical role.
# Investment
2025-01-10
SoIC (System-on-Integrated-Chips) is a high-density 3D stacking packaging technology developed by TSMC, leveraging through-silicon vias (TSV) and hybrid bonding to enable higher performance and lower power consumption in chip designs. SoIC holds significant potential for applications in artificial intelligence (AI), high-performance computing (HPC), and autonomous driving. As production capacity continues to expand, SoIC is projected to become a mainstream next-generation semiconductor packaging technology.
# Editor's Pick
2025-06-30
How to Read a 13F Report? This article offers a detailed breakdown of the different types of 13F filings and explains how investors can use the publicly available data to support their investment decisions. Key takeaways include tracking industry trends or popular stocks, monitoring changes in institutional AUM, and identifying which sectors are favored by different types of investors. Once investors have defined their own targets and preferences, leveraging 13F reports effectively can significantly improve their chances of success.
# Financial Lessons
# Investment Strategy
# Mutual Funds
# ETFs
# Chip Analysis
2025-06-04
UC Capital is the Taiwanese firm that purchased the commemorative ball marking Shohei Ohtani’s 50 homers and 50 steals in a single season. Headquartered in Taipei, it is a quantitative proprietary trading firm. By focusing on high-frequency proprietary trading of Taiwanese stocks, ETFs, and derivatives, the firm—operating as a single quant fund—has become one of the leading institutional players in Taiwan’s financial markets. This article provides a brief introduction to the company and its investment strategies, along with an overview of its corporate culture and its strong performance in recent years.
2025-03-10
In 2025, the Federal Reserve (Fed) welcomes a new lineup of policymakers, with changes in the rotating voting members of the Federal Open Market Committee (FOMC). The policy orientations and economic perspectives of these new voters will significantly influence U.S. monetary policy, interest rate trends, and global financial markets. This article provides an in-depth look at the backgrounds, policy stances, and potential impacts of the new FOMC members in 2025, aiming to help investors and market participants better understand the direction of the Fed’s decision-making. Compared to the outgoing members from the previous year, the 2025 incoming voters show a more divided stance, with fewer neutral members. The addition of two more hawkish members has also led markets to anticipate a slower pace of rate cuts from the Fed in 2025.
# Macroeconomics
# Federal Reserve
# Macroeconomic Data
2024-10-18
Enron was an energy company once hailed as the most innovative company in the U.S. However, as its business expanded, Enron began using "mark-to-market" accounting and set up Special Purpose Entities (SPEs) to hide debt and manipulate its financial statements. This manipulation made the company's financial health appear strong, causing its stock price to soar, while in reality, it faced serious financial difficulties. In 2001, Enron's financial practices came under scrutiny, leading to its bankruptcy. In the aftermath of the Enron scandal, the U.S. passed the Sarbanes-Oxley Act to strengthen financial regulation and revised accounting standards.
# Investment Analysis
2025-02-10
The official unveiling of Nintendo’s next-generation console, the Switch 2, not only marks a significant hardware upgrade but also represents a strategic battle within the global technology supply chain. The Switch 2 introduces key design innovations, including enhanced chip performance, upgraded memory, and dual USB-C ports, significantly improving the gaming experience and further strengthening Nintendo’s dominance in the portable gaming market. This article also highlights key Taiwanese suppliers in the Switch supply chain, covering core assembly, memory and power modules, as well as sensor production.
# Fundamental Analysis
# Japan
Whether it's DRAM for short-term data buffering or Flash for long-term data storage, memory has become an essential building block in electronic systems. This article introduces the two major categories of memory—volatile and non-volatile—and explains their respective characteristics and application scenarios. It concludes with an overview of prominent memory companies in Taiwan and around the world, analyzing their current production capacities as well as potential future trends and outlooks.
2023-09-05
Stock orders can be categorized into different aspects, primarily including price type, order duration, and order timing. The price type includes market orders and limit orders. For order duration, there are three options: ROD (Rest of Day), IOC (Immediate or Cancel), and FOK (Fill or Kill). The order time can be further categorized based on whether it is during market hours or after hours.
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