Catalog
July_GAI Topic｜Analyzing the market competition among Intel, AMD and NVIDIA from the perspective of computing architecture development (Next)
Recently, because of the ChatGPT fever, AI and its hardware layout have become the focus of the market, analyzing the advantages of the three major chip companies, Intel, AMD and NVIDIA, from the products launched. ...read more
July_GAI Topic｜Analyzing the market competition among Intel, AMD and NVIDIA in terms of computing architecture development (in Chinese)
After briefly reviewing the revenue performance of the three major chipset vendors in their main product lines, we will now analyze and discuss their technological competitiveness in CPUs, GPUs, and even computing products with other computing architectures. To summarize the three ...read more
July_GAI Topic｜Analyzing the market competition among Intel, AMD and NVIDIA from the perspective of computing architecture development (Up)
Discussions about the competition between Intel and AMD are not new, and NVIDIA has always been a unique player in the graphics processing unit (GPU) space. ...read more
June_Half-Year Industrial Review｜Dissecting the Global Technology Supply Chain, 2024 will be the Year of Industry Growth：Industry Summary
If we look at the major IC design, foundry, and even end-system companies from a broader perspective, it is clear that their revenue growth in 2022 will be different. Excluding the 2021 ...read more
June_Half-Year Industry Review｜Analyzing the Global Technology Supply Chain, 2024 will be the Year of Industry Growth: Apple and Lenovo
Apple has always been a leader in the global consumer electronics field. In addition to the sale of hardware products, it also has a business model of software services, which has grown year after year to become another important source of revenue for Apple. Apple ...read more
June_Half-Year Industry Review｜Analyzing the Global Technology Supply Chain, 2024 will be the Year of Industry Growth: Foundry and TSMC
In 2023, the global foundry industry will face the slowest quarterly growth since Q4 2022. According to market researcher Omdia, as shown in Figure 1. Inventory Adjustment ...read more
June_Half-Year Industry Review｜Dissecting the Global Technology Supply Chain for Industry Growth Until 2024：Taiwan IC Design Co.
In addition to MediaTek (see previous post for a discussion of AP/CPU/GPU manufacturers), Unitech and Reynolds are the second and third largest IC design companies in China. UMC has been in the market since 2022, and is now in the second and third place. ...read more
June_Half-Year Industry Review｜Analyzing the global technology supply chain, the industry growth period will only come in 2024: AP/ CPU/ GPU makers
Currently the market is generally less optimistic about global smartphone shipments in 2023, according to many market research organizations published data forecasts show that sales from only 0.9% growth to 12.02%. ...read more
June_Half-Year Industrial Review｜Dissecting the Global Technology Supply Chain for Industry Growth by 2024: Semiconductor Industry Overview
As we enter the mid-to-late second quarter of the year, with many major companies having already announced their Q1 2023 revenues, the market is still focused on when the tech industry will turn around. In terms of growth rate, the worst-case scenario is around ...read more
