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2026/1/6
As the AI industry transitions from a phase of rapid infrastructure buildout to one of mature applications, the demand for computing power on the inference side is expected to become a key growth driver for the next stage of large-scale AI commercialization. In this context, the general-purpose flexibility of GPUs and the efficiency advantage of ASICs are likely to create direct competition in the inference market, which could impact NVIDIA’s future revenue growth and market share. This article introduces NVIDIA’s planned $20 billion “quasi-acquisition” of Groq’s LPU inference technology through a licensing deal. It analyzes the motivation behind the transaction, the anticipated outcomes post-acquisition, potential technical risks, the feasibility of execution as currently planned, and the possible market implications if the deal goes through.
# Stocks
# Fundamental Analysis
# USA
# Manufacturing Industry
# News
# Editor's Pick
2025/12/15
The wafer production process includes design, front-end manufacturing, and back-end packaging and testing, with packaging being an essential step after wafer fabrication. This article provides an in-depth overview of the packaging industry's value chain—covering upstream packaging material suppliers, the differentiated business models of midstream wafer foundries, and downstream packaging service providers. It also briefly introduces key players at each stage. In addition to the value chain, the article discusses the current outlook and future prospects of the packaging industry, highlighting notable Taiwanese stocks such as TSMC (2330.TW) and Grand Process Technology (3131.TW).
# Taiwan
2025/12/10
Value investing focuses on buying quality stocks at low prices and waiting for the market to recognize their true worth, generating solid returns. The key is not just finding what’s cheap—but what’s valuable. This article outlines common causes of value traps, including operating in declining industries, intensifying competition, poor corporate management, and financial red flags. It also briefly explains how investors can avoid falling into these traps by staying cautious and not being misled by low prices alone.
# Beginners Guide
# Financial Lessons
# Investment Analysis
2025/12/3
According to regulations, publicly listed companies are required to regularly disclose financial reports. This obligation is not only a matter of information transparency — it also serves as a “health checkup report” that companies present to the market. This article provides a brief overview of the three core financial statements — the Income Statement, Balance Sheet, and Cash Flow Statement — outlining their roles and functions. It also highlights how investors can utilize the distinct characteristics of each report to better understand a company’s fundamentals, laying the groundwork for preliminary fundamental analysis.
2025/8/26
Delta Electronics (2308) has evolved from a traditional electronic component manufacturer into a key player in the power supply market in recent years . This article outlines Delta’s four major business segments, global footprint, core clients, key competitors, and its future outlook. Delta stands to benefit from rising power demand driven by AI data centers. The company’s co-developed "Panama power architecture" , and water-cooling thermal management solutions have seen growing shipment volumes. Overall, Delta’s performance in AI-related products looks promising.
2025/7/22
SPAC (Special Purpose Acquisition Company) surged in popularity after the COVID-19 pandemic in 2020, offering an alternative path to traditional IPOs for companies—especially startups—seeking rapid access to capital markets. Unlike traditional IPOs, SPACs are created without any operating business, with the sole purpose of acquiring a promising private company in the future. This article explains how SPACs operate, outlines the policy shifts from the Biden administration to the current Trump administration, and presents one successful and one failed case to provide deeper insight into the opportunities and risks of SPACs.
Sea Limited (NYSE: SE), headquartered in Singapore, operates across three core business segments: Shopee, its fast-growing e-commerce platform actively expanding into emerging global markets; Monee, a fintech platform that has evolved from a digital wallet into a full-scale payment and lending ecosystem; and Garena, its digital entertainment arm known for consistently releasing popular games. This article provides an in-depth overview of the company’s current revenue landscape and explores its future outlook along with potential competitive threats.
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# South America
2025/6/4
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.
2025/3/25
As the world’s leading GPU provider, NVIDIA’s success lies in its fully integrated software-hardware ecosystem and its highly scalable business leverage model. This article will dive deep into how NVIDIA has built a powerful, closed GPU ecosystem through its proprietary CUDA technology, securing a leading position across verticals such as gaming, artificial intelligence (AI), data centers, and autonomous driving. This article also systematically introduces NVIDIA’s product lineup, core competitive strengths, and technical comparisons with peers such as AMD and Intel. It also highlights the latest technologies and future directions revealed at the GTC conference. As AI technology continues to evolve rapidly, cost-performance is expected to become a critical factor shaping the market landscape. Investors should closely monitor trends in real-world applications and carefully assess the potential risk of an AI bubble to seize long-term investment opportunities.
2025/3/20
Constellation Brands (STZ) is a well-known U.S. producer and distributor of alcoholic beverages, with core operations spanning beer, wine, and spirits. Its beer segment continues to show stable growth, while its wine and spirits businesses have shifted focus toward the premium market. In line with evolving consumer trends, the company is also actively expanding into non-alcoholic and functional beverages. In 2017, Constellation invested in cannabis in an effort to enter the cannabis-infused beverage market. However, the market’s performance fell short of expectations, and Canopy has remained unprofitable. In 2024, Constellation further reduced its stake and redirected its focus back to its core business. As the alcoholic beverage industry continues to move upscale, Constellation maintains a competitive edge.
# Technical Analysis
# Chip Analysis
