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Brady Wang on Muck Rack

Brady Wang

Verified
Taiwan
As seen in: Counterpoint, LinkedIn, Cell IT News
Semiconductor analyst in Counterpoint
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Articles

After Moore's Law, What Is Huawei's Answer?

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By Brady Wang Verified
| LinkedIn
From LogicFolding to τ Scaling Analyst Views Advanced packaging is a good strategy under limits, but it is not the best technology path. For China’s chip supply chain, advanced packaging is easier than advanced chip manufacturing. It can use more existing equipment. But Huawei chooses this path mainly because it cannot easily get the most advanced tools. So this is a smart choice under limits, not the best choice in a free market.
Open in Who Shared Issue with article?

Top Automotive OEMs Collaborate for Faster ADAS Improvement

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By Brady Wang Verified
| Counterpoint
Top automotive OEMs prioritize collaboration with multiple ADAS SoC suppliers to maximize performance and pricing NVIDIA leads in collaborations with most automotive OEMs on comprehensive tools and support from Leve 2+ to Level 4 autonomy Mobileye’s initial dominance in Level 1 and 2 autonomy was undermined by inflexibility, resulting in Chinese car OEMs preferring alternatives ​ Qualcomm is poised to leverage its position as a prominent player in digital cockpit to enter ADAS market Ahead of...
Open in Who Shared Issue with article?

Arm-based PCs to Nearly Double Market Share by 2027

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By in Blogs, Brady Wang Verified
| Counterpoint
Arm-based PCs to Nearly Double Market Share by 2027 Arm-based notebooks will gain share over Intel and AMD, almost doubling their shipment share to 25% by 2027 from 14% today.
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