Global Technology Research
AYZ, SJWGTR
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | globaltechresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is This Time Different? – How Will AI Large Language Model Bring the Memory Supercycle?
In today’s article, I would like to provide a comprehensive, top-down analysis of the memory demand of large AI models, a topic of recent investor concern.
NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries
NVIDIA recently released the new VR200 NVL144 CPX rack, which has attracted wide interest and discussion from investors.
KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies
I first introduced the competition issue between KLA and Lasertec in the field of photomask inspection tools in my last year’s article (Is Lasertec (6920 JP) a Short?
NVLink vs. UALink vs. NeuronLink vs. SUE vs. PCIe – How Large is Astera Labs (ALAB US) Switch Opportunity?
I first introduced Astera Labs, a U.S.-listed company specializing in PCIe retimer and switch chips (Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity?), in an article last year.
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Authors
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A Hardcore Tech Investor
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