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2025/9/9
As global demand for computing power surges, silicon photonics technology has emerged in response. Among its applications, Co-Packaged Optics (CPO) stands out as one of the most prominent extensions. This article provides an in-depth overview of the advantages of CPO and its critical components, including the silicon photonic engine, external lasers, fiber arrays, polarization-maintaining fibers, and MPO connectors. It also introduces several key companies involved in the field and outlines the major anticipated applications of CPO in the future.
# Stocks
# USA
# Taiwan
# Manufacturing Industry
# Editor's Pick
2025/8/22
As artificial intelligence continues to emerge as a global development trend, the U.S. government officially announced in 2025 the launch of the “Stargate” AI infrastructure initiative, jointly led by OpenAI and SoftBank. This article outlines the project’s short-, mid-, and long-term objectives, introduces the key participating partners, compares AI development strategies across major countries, and concludes with an analysis of potential opportunities for Taiwanese companies. The Stargate initiative carries significant strategic and industrial implications. If its core stakeholders can resolve internal conflicts and effectively execute capital and resource allocation, the project has the potential to become a benchmark for global AI infrastructure advancement.
2025/7/14
The recently passed "One Big Beautiful Bill Act” is considered the signature legislative achievement of Donald Trump’s second term. This comprehensive bill integrates tax reform, national defense, border security, social welfare, and energy policy. Key provisions include: extending and expanding TCJA-related tax cuts and investment incentives, significantly increasing defense and border security spending, cutting back on welfare programs such as Medicaid and food assistance, and shifting energy and environmental policy to support fossil fuel development. The bill is projected to boost U.S. real GDP growth to 0.9% in 2026, though its tax cuts and subsidy reductions are expected to intensify social divisions across the country.
# Macroeconomics
# Consumption
2025/2/25
Unlike traditional computers, quantum computers can accomplish complicated problems in much shorter time. This article explains quantum computing' key principles: quantum superposition and quantum entanglement ,and further exploring current technological advancements, potential future applications, and existing challenges. As quantum computing technology progresses, it is expected to drive breakthroughs in cryptography, material science, financial analysis, and artificial intelligence. However, realizing the full potential of quantum computing still faces significant technical challenges. Despite these hurdles, quantum computing is on the path to transforming various industries in the near future.
# Investment
# China
# Europe
2025/2/20
With its unique data integration and security technologies, Palantir has emerged as a rising AI-driven stock. Rising as a leader in AI and big data analytics, Palantir continues to expand from government defense contracts into the private sector. This article analyzes Palantir’s growth trajectory, business model, and operations, along with its future prospects and potential risks. With the strategy of "Acquire, Expand, Scale", Palantir has built a highly customized market advantage, driving revenue growth. Palantir’s core platforms, Gotham and Foundry, serve as its primary services, managed by Apollo as the backend system. Additionally, it is actively developing AIP (Artificial Intelligence Platform) to enhance AI-driven decision-making for its clients.
# Fundamental Analysis
Unlike its intuitive meaning, goodwill in accounting refers to a key item that reflects a company’s value during a merger or acquisition (M&A). It represents a company’s intangible assets and signifies the acquiring firm's recognition of the target company's brand, customer relationships, and market position. This article provides an in-depth analysis of goodwill’s critical role in M&A, explaining its underlying significance, calculation methods, and impact on financial statements. Finally, it illustrates these concepts with the well-known case of Facebook’s acquisition of Instagram.
# Beginners Guide
# Financial Lessons
2025/2/10
Changes in liquidity are one of the key factors influencing the market. Understanding the flow of funds within the financial system helps identify the underlying drivers of asset price movements. This article explains how to analyze liquidity by examining the balance sheet of the world’s largest liquidity creator—the U.S. Federal Reserve. By tracking changes in monetary policy operations and liquidity supply, we can assess their potential impact on financial markets. From assets to liabilities, the article breaks down key balance sheet components and then use critical indicators to evaluate current market liquidity conditions.
# Macroeconomic Data
# fiisual lab
2025/1/10
This article primarily shares the new features released by ChatGPT in December 2024, organized into five key areas for review and discussion: Release of New Models and Plans, Developer Optimization, Innovation and Feature Enhancements, New ChatGPT Features, Collaboration with Apple, Additional Features. With these releases, OpenAI has demonstrated even greater AI capabilities, showing its vision not only to assist individuals in solving challenges in daily life but also to evolve AI into an independent-thinking assistant. Moving forward, there is a need to further consider how to balance company profitability with technological innovation for humanity.
# News
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.
2023/9/28
An ETF (Exchange-Traded Fund) is an index fund that combines the characteristics of both funds and stocks: pooling money from multiple investors into one investment (fund) while being tradable on the secondary market (stocks). ETFs can be broadly categorized into security-based, leveraged and inverse, and commodity futures types. Due to their dual nature as both funds and stocks, ETFs also have their corresponding fees.
# Financial Tools
# Financial Products
# ETFs
