All
Stock
Financials
Macroeconomics
Industry
News
Product
Sort Newest to Oldest
2024-10-18
NVIDIA, founded by Jensen Huang in 1993, is renowned for its invention of the GPU. With the rise of AI, the company shifted its focus from gaming graphics cards to data centers. Following the explosion of AI applications after 2023, its data center revenue grew substantially, making it a core division. NVIDIA also ventures into professional visualization, autonomous driving, and OEM sectors, offering a variety of products and solutions, while fostering AI and automotive technology development through partnerships. Leveraging its strong technical capabilities and market leadership, NVIDIA continues to expand across multiple fields.
# Stocks
# Fundamental Analysis
# Manufacturing Industry
# fiisual lab
# USA
Silicon Photonics is an emerging technology that combines optical and semiconductor technologies, utilizing optical signals instead of electrical signals to achieve high-performance, low-power data transmission. Its applications span co-packaged optics (CPO), IT and telecommunications, data centers, sensors, AR/VR, and biotech and medical fields, positioning it as a potential key driver for AI, ultra-fast networking, and quantum computing. TSMC and ASE have also led the formation of the "Silicon Photonics Alliance," bringing together major players in optical communication and packaging industries to further promote technological development and enhance Taiwan's semiconductor industry competitiveness.
# Investment
# Taiwan
The food industry encompasses the entire production chain, from raw material supply to final consumption. In the upstream sector, Taiwan primarily relies on imported raw materials. The midstream food processing industry focuses on converting these raw materials into semi-finished products, incorporating concepts of health and sustainable development. The downstream sector is divided into edible food and the food service industry, ranging from nutritional supplements to chain restaurants. All of these players are key members of the food industry chain.
# Service Industry
Electric vehicle (EV) concept stocks have garnered significant market attention, particularly Taiwan's suppliers in the upper and midstream sectors of the industry chain. From battery materials and components to vehicle production, Taiwanese companies play a crucial role in the EV supply chain. Upstream includes motors, vehicle bodies, and battery-related materials, while midstream covers energy and powertrain systems. Downstream EV manufacturers focus on the production of electric buses and passenger vehicles.
As temperatures rise, Taiwan's power supply issues have become a hot topic. In response, Taiwan Power Company (Taipower) introduced the "Power Grid Resilience Construction Plan" in 2022, driving increased demand in the heavy electrical industry. This sector encompasses three key areas: power generation, transmission, and distribution. From high-voltage cables to smart grids and smart meters, these components play vital roles in ensuring a stable power supply. In recent years, the development of renewable energy and the construction of smart grids have benefited related companies, leading to impressive market performance. The heavy electrical industry holds significant growth potential as power demand and energy transitions continue to evolve.
Taiwan's biotechnology industry has been steadily growing in response to an aging society and increasing health demands. It primarily encompasses three major sectors: pharmaceuticals, health supplements, and medical devices. Pharmaceuticals focus on new drug development and biologics. Health supplements saw a surge in demand during the pandemic. Medical devices continue to innovate, with strong export performance and high growth rates.
As global climate change intensifies and countries actively promote net-zero carbon emission policies, Taiwan has also set its goal for net-zero emissions by 2050 into the Climate Law, bringing the green energy industry into focus. The green energy supply chain can be divided into three parts: upstream developers and general contractors, midstream power generation and energy storage companies, and downstream electricity retailers. As the green energy industry continues to take shape, its future growth potential is substantial.
CoWoS (Chip on Wafer on Substrate) technology achieves heterogeneous integration by stacking chips, wafers, and substrates, making it ideal for high-performance computing and data center applications. This 2.5D packaging technology enhances chip performance, reduces heat generation, and minimizes size. With the rapid development of AI, demand for CoWoS technology has surged, benefiting companies like TSMC and its supply chain.
With the potential reopening of cross-strait tourism, the tourism industry has quickly become a market focus. The tourism sector can primarily be divided into three core industries: accommodation, dining, and entertainment, alongside supporting sectors such as aviation and travel services. Accommodation provide lodging options for travelers. Dining offers food and beverage services, Entertainment encompasses leisure activities for tourists. Aviation handles transportation, and travel services acts as the link between tourists and the industry. The tourism industry is highly sensitive to economic conditions and government policies.
The construction industry supply chain is primarily divided into upstream, midstream, and downstream sectors as following. Upstream includes the supply of building materials, along with involvement in foundational and electrical engineering. Midstream encompasses construction and development, responsible for project execution and property sales. Downstream covers interior design, renovation, and property management. Each part of the chain plays a crucial role in the overall development process.
