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2025/7/22
SPAC (Special Purpose Acquisition Company) surged in popularity after the COVID-19 pandemic in 2020, offering an alternative path to traditional IPOs for companies—especially startups—seeking rapid access to capital markets. Unlike traditional IPOs, SPACs are created without any operating business, with the sole purpose of acquiring a promising private company in the future. This article explains how SPACs operate, outlines the policy shifts from the Biden administration to the current Trump administration, and presents one successful and one failed case to provide deeper insight into the opportunities and risks of SPACs.
# Stocks
# Fundamental Analysis
# USA
# Taiwan
Sea Limited (NYSE: SE), headquartered in Singapore, operates across three core business segments: Shopee, its fast-growing e-commerce platform actively expanding into emerging global markets; Monee, a fintech platform that has evolved from a digital wallet into a full-scale payment and lending ecosystem; and Garena, its digital entertainment arm known for consistently releasing popular games. This article provides an in-depth overview of the company’s current revenue landscape and explores its future outlook along with potential competitive threats.
# Southeast Asia
# South America
2025/6/4
Whether it's DRAM for short-term data buffering or Flash for long-term data storage, memory has become an essential building block in electronic systems. This article introduces the two major categories of memory—volatile and non-volatile—and explains their respective characteristics and application scenarios. It concludes with an overview of prominent memory companies in Taiwan and around the world, analyzing their current production capacities as well as potential future trends and outlooks.
# Financial Lessons
# Manufacturing Industry
2025/3/25
As the world’s leading GPU provider, NVIDIA’s success lies in its fully integrated software-hardware ecosystem and its highly scalable business leverage model. This article will dive deep into how NVIDIA has built a powerful, closed GPU ecosystem through its proprietary CUDA technology, securing a leading position across verticals such as gaming, artificial intelligence (AI), data centers, and autonomous driving. This article also systematically introduces NVIDIA’s product lineup, core competitive strengths, and technical comparisons with peers such as AMD and Intel. It also highlights the latest technologies and future directions revealed at the GTC conference. As AI technology continues to evolve rapidly, cost-performance is expected to become a critical factor shaping the market landscape. Investors should closely monitor trends in real-world applications and carefully assess the potential risk of an AI bubble to seize long-term investment opportunities.
2025/3/20
Constellation Brands (STZ) is a well-known U.S. producer and distributor of alcoholic beverages, with core operations spanning beer, wine, and spirits. Its beer segment continues to show stable growth, while its wine and spirits businesses have shifted focus toward the premium market. In line with evolving consumer trends, the company is also actively expanding into non-alcoholic and functional beverages. In 2017, Constellation invested in cannabis in an effort to enter the cannabis-infused beverage market. However, the market’s performance fell short of expectations, and Canopy has remained unprofitable. In 2024, Constellation further reduced its stake and redirected its focus back to its core business. As the alcoholic beverage industry continues to move upscale, Constellation maintains a competitive edge.
2025/3/4
In recent years, drone technology has developed rapidly, evolving from its original military use to being gradually integrated into daily life and industrial applications. Since drones do not require direct human operation, they are particularly suitable for areas such as fast transportation, surveillance and monitoring, and disaster relief. Market forecasts suggest that the drone industry will continue to grow in the coming years. With ongoing advancements in AI algorithms, drones are also expected to achieve greater capabilities in autonomous navigation and tracking. Taiwan's drone industry still faces several challenges, including a relatively small market size, limited brand influence, and intense international competition. However, Taiwan maintains a strong edge in semiconductors and electronics manufacturing, securing a solid position in key components, sensors, and image processing chips.
# China
2025/2/20
With its unique data integration and security technologies, Palantir has emerged as a rising AI-driven stock. Rising as a leader in AI and big data analytics, Palantir continues to expand from government defense contracts into the private sector. This article analyzes Palantir’s growth trajectory, business model, and operations, along with its future prospects and potential risks. With the strategy of "Acquire, Expand, Scale", Palantir has built a highly customized market advantage, driving revenue growth. Palantir’s core platforms, Gotham and Foundry, serve as its primary services, managed by Apollo as the backend system. Additionally, it is actively developing AIP (Artificial Intelligence Platform) to enhance AI-driven decision-making for its clients.
# Editor's Pick
Unlike its intuitive meaning, goodwill in accounting refers to a key item that reflects a company’s value during a merger or acquisition (M&A). It represents a company’s intangible assets and signifies the acquiring firm's recognition of the target company's brand, customer relationships, and market position. This article provides an in-depth analysis of goodwill’s critical role in M&A, explaining its underlying significance, calculation methods, and impact on financial statements. Finally, it illustrates these concepts with the well-known case of Facebook’s acquisition of Instagram.
# Beginners Guide
# Investment
2025/2/14
This article provides an in-depth look at Netflix's transformation from a DVD rental service to a fully-fledged streaming media platform. By the end of 2023, Netflix had shifted its focus toward streaming services, advertising, and gaming to drive diversified growth. Netflix's core revenue stream remains subscriptions, with a strategy centered on enhancing user engagement and adjusting pricing models to sustain profitability. Amid intense competition, Netflix continues to strengthen its market position through original content production, commercial licensing, ad monetization, and technological innovation, demonstrating its competitive edge in the global entertainment industry.
2025/2/10
The official unveiling of Nintendo’s next-generation console, the Switch 2, not only marks a significant hardware upgrade but also represents a strategic battle within the global technology supply chain. The Switch 2 introduces key design innovations, including enhanced chip performance, upgraded memory, and dual USB-C ports, significantly improving the gaming experience and further strengthening Nintendo’s dominance in the portable gaming market. This article also highlights key Taiwanese suppliers in the Switch supply chain, covering core assembly, memory and power modules, as well as sensor production.
# Japan
# Investment Analysis
# Technical Analysis
# Chip Analysis
