Semiconductors

141 pages

• 7709.HK / Two-Times Long SK Hynix ETF

  entity Updated 2026-08-07
  wiki
• A Brief History of Chips / 芯片简史

  entity Updated 2026-08-05
  wiki
• Acer

  entity Updated 2026-08-16
  wiki
• Advanced Packaging

  concept Updated 2026-08-07
  wiki
• AI Accelerator Supernode

  concept Updated 2026-08-07
  wiki
• AI Chip Specialization

  concept Updated 2026-08-20
  wiki
• AI Data Center Memory Hierarchy

  concept Updated 2026-08-07
  wiki
• AI Hardware Supply Chain Pressure

  concept Updated 2026-08-16
  wiki
• AI Infrastructure Full-Stack Moat

  concept Updated 2026-08-13
  wiki
• AI is eating up the world's computing memory

  source
  2026-01-13
• AI Storage Supercycle

  concept Updated 2026-07-12
  wiki
• Andrew Feldman

  entity Updated 2026-08-20
  wiki
• Andrew Grove

  entity Updated 2026-08-05
  wiki
• Andy Grove

  entity Updated 2026-07-12
  wiki
• ASIC Workload Prediction Risk

  concept Updated 2026-08-07
  wiki
• ASML / 阿斯麦

  entity Updated 2026-07-18
  wiki
• Asset-Light Vs Heavy-Asset Models

  concept Updated 2026-08-16
  wiki
• ASUS

  entity Updated 2026-08-16
  wiki
• Bell Labs

  entity Updated 2026-08-05
  wiki
• Bipolar Junction Transistor

  concept Updated 2026-08-05
  wiki
• Biren Technology / 壁仞科技

  entity Updated 2026-08-07
  wiki
• BOE Technology / 京东方

  entity Updated 2026-08-07
  wiki
• Broadcom

  entity Updated 2026-08-07
  wiki
• Bytes: Week in Review - Micron's big earnings, Oracle's data center woes and "slop" is Merriam-Webster's word of the year

  source
  2025-12-19
• Bytes: Week in Review - New chip exports for China, Microsoft to pay electricity for AI data centers, and Gemini will power Apple's AI

  source
  2026-01-16
• Bytes: Week in Review - SpaceX eyes an IPO, community members want legal commitments from Micron, and YouTube to ditch AI slop

  source
  2026-01-23
• Cadence Design Systems / 楷登

  entity Updated 2026-07-18
  wiki
• Cambricon / 寒武纪

  entity Updated 2026-08-07
  wiki
• Car-Grade Autonomous Compute

  concept Updated 2026-08-12
  wiki
• Cell-to-Cell Logic Stacking

  concept Updated 2026-08-05
  wiki
• Cerebras

  entity Updated 2026-08-20
  wiki
• ChangXin Memory / 长鑫存储

  entity Updated 2026-08-16
  wiki
• Charlie Sporck

  entity Updated 2026-07-11
  wiki
• Chemical Control As Manufacturing Capability

  concept Updated 2026-08-16
  wiki
• Chen Yiqiang

  entity Updated 2026-07-09
  wiki
• China Divergent Technology Route

  concept Updated 2026-08-06
  wiki
• Chip War

  entity Updated 2026-07-12
  wiki
• CHIPS Act

  entity Updated 2026-08-18
  wiki
• Christopher Miller

  entity Updated 2026-07-12
  wiki
• Clay, New York

  entity Updated 2026-08-05
  wiki
• Clean Through

  entity Updated 2026-08-16
  wiki
• Compute Freedom / 算力自由

  concept Updated 2026-08-07
  wiki
• Constraint Driven Engineering Strategy

  concept Updated 2026-08-08
  wiki
• CUDA

  entity Updated 2026-08-12
  wiki
• Dawon Kahng / 姜大元

  entity Updated 2026-08-05
  wiki
• Domestic AI Chip Catch-Up

  concept Updated 2026-08-07
  wiki
• Domestic AI Chip Order Validation

  concept Updated 2026-08-07
  wiki
• E228｜谷歌TPU能撼动英伟达吗？前TPU工程师首次揭秘

  source
  2026-03-13
• E230｜1万亿收入预期背后：英伟达的巅峰与软肋

  source
  2026-03-26
• Electronic Design Automation

  concept Updated 2026-08-05
  wiki
• EP270 一枚芯片的漫长征途：我们离“算力自由”还有多远？

  source
  2026-07-18
• EP86 面子、底子、日子：财报只讲这三件事

  source
  2026-04-06
• Fairchild Semiconductor

  entity Updated 2026-08-05
  wiki
• Gordon Moore

  entity Updated 2026-08-05
  wiki
• GPU

  entity Updated 2026-08-10
  wiki
• Groq

  entity Updated 2026-08-07
  wiki
• Handset-Chip Co-Design

  concept Updated 2026-07-09
  wiki
• Hefei / 合肥

  entity Updated 2026-08-07
  wiki
• Henry (TPU engineer)

  entity Updated 2026-08-07
  wiki
• High Bandwidth Flash

  concept Updated 2026-07-12
  wiki
• High Bandwidth Memory

  concept Updated 2026-08-07
  wiki
• HiSilicon

  entity Updated 2026-07-17
  wiki
• Huawei

  entity Updated 2026-08-18
  wiki
• Huawei CM384

  entity Updated 2026-08-07
  wiki
• Image Sensor Asset-Light Manufacturing

  concept Updated 2026-08-16
  wiki
• Inference Chip Startup Narrowing

  concept Updated 2026-08-07
  wiki
• Intel

  entity Updated 2026-08-18
  wiki
• Interface Science / 界面科学

  concept Updated 2026-08-16
  wiki
• Japan

  entity Updated 2026-08-21
  wiki
• Japan Geopolitical Supply-Chain Dividend / 日本地缘供应链红利

  concept Updated 2026-08-06
  wiki
• JCET / 长电科技

  entity Updated 2026-07-18
  wiki
• Jensen Huang

  entity Updated 2026-08-21
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• Jonathan Ross

  entity Updated 2026-08-07
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• Kao / 花王

  entity Updated 2026-08-16
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• Kao Hsinchu Precision Cleaning Center / 花王新竹精密洗净中心

  entity Updated 2026-08-16
  wiki
• Kernel Development Agents

  concept Updated 2026-08-08
  wiki
• Kumamoto / 熊本

  entity Updated 2026-08-06
  wiki
• Kunlunxin / 昆仑芯

  entity Updated 2026-08-07
  wiki
• Low-Latency Inference Chip

  concept Updated 2026-08-20
  wiki
• Mark Ren

  entity Updated 2026-07-23
  wiki
• Memory Capacity Lock-In

  concept Updated 2026-07-12
  wiki
• Memory Wall

  concept Updated 2026-08-07
  wiki
• Meta and Microsoft report different AI earnings

  source
  2026-07-31
• MetaX / 沐曦

  entity Updated 2026-08-07
  wiki
• Micron Clay Mega Fab

  entity Updated 2026-08-05
  wiki
• Micron Technology

  entity Updated 2026-08-20
  wiki
• Mixture of Experts

  concept Updated 2026-08-08
  wiki
• Moore Threads / 摩尔线程

  entity Updated 2026-08-08
  wiki
• Moore's Law

  concept Updated 2026-08-05
  wiki
• MOSFET / MOS Transistor

  concept Updated 2026-08-05
  wiki
• Muhammad Atalla

  entity Updated 2026-08-05
  wiki
• National Semiconductor

  entity Updated 2026-07-11
  wiki
• NAURA / 北方华创

  entity Updated 2026-08-06
  wiki
• No.211 徽商往事：从前世不修到最牛风投

  source
  2026-07-22
• Nvidia

  entity Updated 2026-08-21
  wiki
• Nvidia Blackwell Platform

  entity Updated 2026-08-18
  wiki
• Nvidia GB200 NVL72

  entity Updated 2026-08-07
  wiki
• Nvidia H20

  entity Updated 2026-08-18
  wiki
• Nvidia H200

  entity Updated 2026-08-18
  wiki
• Nvidia Vera Rubin Platform

  entity Updated 2026-08-18
  wiki
• Photolithography Bottleneck

  concept Updated 2026-07-18
  wiki
• Proprietary AI Interconnect Fragmentation

  concept Updated 2026-08-07
  wiki
• Ron Conway on National Semiconductor, Altos, and Early Angel Investing

  source
  2024-05-22
• Samsung

  entity Updated 2026-08-07
  wiki
• SanDisk

  entity Updated 2026-08-07
  wiki
• Scale Up AI Interconnect

  concept Updated 2026-08-07
  wiki
• Semiconductor 3D Stacking

  concept Updated 2026-08-05
  wiki
• Semiconductor Precision Cleaning

  concept Updated 2026-08-16
  wiki
• Semiconductor Supply Chain

  concept Updated 2026-08-16
  wiki
• Semiconductor Talent Genealogy

  concept Updated 2026-07-11
  wiki
• Siemens EDA / 西门子EDA

  entity Updated 2026-07-18
  wiki
• SK Hynix

  entity Updated 2026-08-07
  wiki
• SMIC

  entity Updated 2026-08-18
  wiki
• Sony-TSMC Image Sensor Joint Venture

  entity Updated 2026-08-16
  wiki
• Storage Industry Cyclicality

  concept Updated 2026-08-07
  wiki
• Supply Chain Sovereignty

  concept Updated 2026-08-21
  wiki
• Surfactant Technology / 表面活性剂技术

  concept Updated 2026-08-16
  wiki
• Synopsys / 新思科技

  entity Updated 2026-08-05
  wiki
• System-Level Semiconductor Optimization

  concept Updated 2026-08-05
  wiki
• Taiwan

  entity Updated 2026-08-21
  wiki
• Tape-Out Risk

  concept Updated 2026-07-18
  wiki
• Tau Law

  concept Updated 2026-08-05
  wiki
• Taxpayer-Return Industrial Policy

  concept Updated 2026-08-18
  wiki
• Token per Watt

  concept Updated 2026-08-07
  wiki
• TPU? GPU? What's the difference between these two chips used for AI?

  source
  2026-02-10
• TSMC

  entity Updated 2026-08-18
  wiki
• Wang Bo / 汪波

  entity Updated 2026-08-05
  wiki
• Xilinx / 赛灵思

  entity Updated 2026-08-07
  wiki
• Yangtze Memory Technologies / 长江存储

  entity Updated 2026-07-12
  wiki
• Zhang Haijun / 张海军

  entity Updated 2026-08-07
  wiki
• 华为的「韬定律」，是创新还是噱头？｜ Bonus

  source
  2026-05-27
• 卖香皂起家的百年花王，为什么成了半导体制造的关键企业？

  source
  2026-08-02
• 国产 AI 算力能凭「超节点」弯道超车吗？｜WAIC 深度观察 S10E23

  source
  2026-07-27
• 存储三巨头破万亿市值，存储超级周期何时能见顶？｜ S10E13

  source
  2026-05-29
• 安徽 / Anhui

  entity Updated 2026-08-07
  wiki
• 张从志 / Zhang Congzhi

  entity Updated 2026-08-07
  wiki
• 张璐 / Zhang Lu

  entity Updated 2026-08-05
  wiki
• 当华为抛出韬定律，我们该信它到哪一步？

  source
  2026-06-02
• 服装品牌 A&F 寻找中国合作伙伴，付费提前看特朗普帖文服务上线

  source
  2026-08-05
• 真正改变世界的技术，为什么一开始都不被看好？| S10E16

  source
  2026-06-17
• 肖志斌 / Xiao Zhibin

  entity Updated 2026-07-23
  wiki