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2025/2/10
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.
# Stocks
# Fundamental Analysis
# Japan
# Manufacturing Industry
Nvidia shared its insights on AI future trends and technological innovations at the Consumer Electronics Show (CES) on January 5. This article discusses the topic from three key perspectives: core trends, business highlights, and future developments. Business Highlights include: GeForce RTX updates, Applications of Cosmos and robotics, Development of autonomous vehicles, and Advancements in Project Digits. For future developments, Nvidia emphasized enhancing AI’s depth of reasoning as its primary technical focus, with robotics serving as a crucial means to bring its AI vision to life. By further improving AI performance, Nvidia aims to lead the industry in bridging AI with real-world applications, particularly in edge AI.
# USA
2025/1/10
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.
# Investment
# Taiwan
# Editor's Pick
2024/12/23
TSMC remains at the core of the semiconductor industry with its leading wafer foundry technology, making it an indispensable pillar of the AI revolution. As the world’s largest contract chip manufacturer, TSMC holds a 62.3% market share. Its pure-play foundry model and advanced manufacturing processes—such as the 3nm technology and the upcoming N2 process—support the cutting-edge chip demands of tech giants like NVIDIA.
As Low Earth Orbit Satellites (LEOS) become a key technology in global communications, the industry is accelerating the development of IoT and AI applications due to its advantages of high coverage, low latency, and rapid deployment. This article explores the characteristics and market trends of LEOS, while analyzing the role of Taiwanese companies within the industry supply chain.
As the global leader in the electric vehicle (EV) market, Tesla (TSLA) has expanded beyond traditional automakers, diversifying its business across automobile sales, autonomous driving, energy storage, and regulatory credit trading. This article also provides an in-depth look at Tesla's core business structure and emerging products, including: Cybercab, Model Q, and Optimus.
This article provides an overview of Apple Inc. (AAPL), covering its company profile, business model, operations, as well as its outlook and risks. Apple leverages a diversified supplier strategy by maintaining control over core technologies while outsourcing components. With its strong integration of hardware and software, Apple remains unmatched in system integration capabilities in the short term. However, as consumer upgrade cycles slow, investors will need to closely monitor future developments.
# Investment Analysis
This article introduces Taiwan's optical industry, which has evolved from a labor-intensive, low-value-added sector to a key player in the global optical market, driven by technological advancements, industry maturity, and the country's strong electronics manufacturing capabilities. The optical industry supply chain consists of upstream raw materials & components, midstream modules & products, and downstream assembly & applications. Looking ahead, the industry is expected to integrate AI technology, expanding its applications into various fields such as medical imaging, smart surveillance, and robotics.
BBU (Battery Backup Unit) has become a key market focus due to the rising demand from AI servers and data centers. As a short-term power backup device, BBU ensures data storage continuity during power outages, preventing data loss. This article analyzes Taiwan's BBU supply chain, covering battery modules, power supplies, system integration, and thermal solutions, while also exploring its global market growth potential and investment value.
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.
# Macroeconomics
# Central Bank
# Macroeconomic Data
