Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18

Bitcoin Trading Frozen in China - Negative to Cryptocurrency Mining Related Vendors

Micron - Will the Recovery Ever Reach the End?

Andrew on Tech: Our View on Gartner's Hype Cycle for Emerging Technologies, 2017

Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors

AMD Gains Shares from Intel but Cost Down Not Enough to Turn into Profits

Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<h2><em>Summary of finding the beneficiaries</em></h2><p><em>After our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and more NVME (Non-Volatile Memory Express) SSD flash storages, networking I/O cards, and AI used GPU/FPGA/TPU cards (please see Table 3 in our earlier report "<a href="https://www.smartkarma.com/insights/fiat-chrysler-is-leaving-waymo-to-join-bmw-intel-autonomous-platform-negative-positive-to" target="_blank" data-smartkarma-citation="insights:12899">Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To?</a> " dated 17 August 2017) are driving a big demand on PCI Express lanes or PCI Express switch if using </em>…</p>

Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and more NVME (Non-Volatile Memory Express) SSD flash storages, networking I/O cards, and AI used GPU/FPGA/TPU cards (please see Table 3 in our earlier report "Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To? " dated 17 August 2017) are driving a big demand on PCI Express lanes or PCI Express switch if using …

アンドリュー・オン・テック：データセンター向けPCI Expressレーンの増加がもたらす4つの恩恵