See through the semiconductor and technology trends and invest companies with their core competitiveness.
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Not yet an inflection point to see Google's capital density to reverse down?
雖然谷歌數據中心營收及獲利皆大幅超越市場預期，但資本開支增速還是明顯超過整體營收及數據中心雲服務營收增速，短期雖利空出盡但未來震盪難免
Executive summary
Time to compare AMD Helios vs. Nvidia Vera Rubin NVL72 rack
繼AMD用近零成本認股權證跟OpenAI及Meta各簽下6GW AI GPU/CPU 算力訂單，今天Microsoft 宣布將採購 AMD 的 Helios 機櫃平台 GPU/CPU，2H26將面市的 Helios 到底有何魅力？
Executive summary
Why semi equipment vendors might outperform after TSMC and memory makers to raise capex
台積電加碼 2026 資本開支10-20% 對產業鏈的影響
Executive summary
What 2Q26 sales winners and losers?
從 2Q26 營收找趨勢，誰超過/低於預期，誰事前反應，哪些次產業在加速/減速，哪些公司最有機會看到營業利潤率創高？
台灣科技暨半導體公司公布6月份及 2Q26 營收，我們以公布的公司及產業與彭博社分析師預期進行分析比較。月度及季度營收好壞是否會帶動公布後股價，還是要看公司營收數字是否已經從公司提前流出曝光而造成股價提前反應，以及分析師預期是否過於樂觀及悲觀，投資人自己必須審慎評估。
What indicators to monitor if the semi sector can continue its outperformance?
我們判斷數據中心半導體產業是否會持續表現優於其他產業的幾個指標為何？
Executive summary
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Authors
The writers behind this newsletter.
No 1 ranked Asia semiconductor analyst in Asia Money and Institutional Investor II for six years during 2005-2009 at Citi and 2014 at Barclays. 30 years semi and tech analyst to see trends through the global supply chain.
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