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Morse Wang
CEO (Professional IP and EDA distributor)
Morse Wang is a seasoned professional with a rich background in the technology industry.
Currently, Morse serves as the CEO of 光圓科技股份有限公司 (LED Circle), where he brings his expertise to lead the organization towards success.
Prior to LED Circle, Morse held the position of 香港及台灣業務代表 at 新思科技股份有限公司 (Sidense), showcasing his versatility and ability to adapt to different roles within the industry.
His previous experiences include serving as a 香港、中國及台灣區業務代表 at Impinj, demonstrating his extensive knowledge of the Greater China region.
Before his time at Impinj, Morse worked as an Application Engineer at Cadence Design Systems, honing his skills in engineering and design.
Early in his career, Morse Wang started as a 品管工程師 at 頻光半導體(股)公司, laying a solid foundation for his future endeavors in the tech sector.
With his diverse experiences and background, Morse Wang is a valuable asset in the technology industry, showcasing leadership, technical skills, and business acumen.
Highlights
未來AI運算晶片唯一供應商將是Nvidia,AI運算晶片唯一供應商是TSMC (Source: https://lnkd.in/gnYTygrj ), 這是大富翁賽局,無解,所以贏家都將是唯一。原因:投資太大,門檻太高,利潤不在硬體而是軟體及內容,所以,硬體將出現唯一供應鏈,這個供應鏈的唯一IC系統設計商就是Nvidia,唯一IC系統製造商就是TSMC,因為每一代的投資到產出都是數十到數百億美金(數千億到數兆台幣)的投資,投資到產出期間都超過三五年,而且不一定會成功,因此一般公司基本上完全沒機會,即便是I或A或S....,都完全沒機會,而AXXXX、MXXX、GXXXXX、MXXXXXXX....等等公司想自己開發更是不可能,因為門檻太高,利潤太低,而且AI世界,營利點一直都是軟體跟內容,腦筋錯位才會做硬體,結果就是唯一供應鏈。 目前Nvidia及TSMC的唯一競爭者(技術)是MIT的光運算晶片,不過,這種晶片還在Initial Stage,變數還非常多,會不會成功一樣是"錢"的問題,"錢"只要進去,就有成功的可能。 看一下,即便是汽車,賺錢還是靠軟體及內容,看一下TESLA的選配價格,在台灣,FSD選配要22萬;再看一下官網選配價格,一個月US$199及US$99,這就是世界的Business,賺錢的是軟體及內容:https://lnkd.in/gcRca6py US$199=US$199xNT$31/US$=NT$6169,NT$6169/月x12月/年=NT$74028/年,假設開五年換車,NT$74028/年x5年=NT$370140(37萬)。 看懂了嗎?為何馬斯克說他們是AI公司?為什麼特斯拉未來一定持續賺錢,為特斯拉要一直降價,即便價格降到免費,他都會賺錢,因為他賣的是軟體及內容,硬體只是框架,這跟人一樣,一般動植物的價值是殼,也就是物理特性,而人類身體的物理功能跟一般動植物無異,所以,人類最有價值的是"頭腦(軟體及內容=知識及技能)",AI世界也是,不論是汽車或電腦或....,有價值將是"軟體及內容",這就是宇宙的脈動,今日走到AI,未來將是.....,今日的人類完全陌生的世界,人類將開啟第二層能源,也就是太陽系能源,然後往第三層銀河系能源走。 甚麼是軟體及內容? 對Business而言就是Pogramming及Big data; 對個人人而言就是"寫程式"及"知識",會寫程式加上有知識,AI世界的資源就由您自由運用,這也是未來知識工作者致富的最佳途徑。 如果以特斯拉目前市場上有5,460,832輛車來算,每台車一年收US$199x12=US$2,388,5,460,832輛xUS$2,388/輛=US$13,040,466,816(美金130億),然後呢!他每年以約兩百萬輛的銷售持續增加,而且年銷售量持續成長到數百萬輛,未來將有數千萬輛特斯拉的車在路上,算算這些車可單單軟體及內容租金一年就貢獻TESLA數百千億兆美金(數兆兆台幣),所以呢!他是不是AI公司? Microsoft也是這樣賺錢的(收軟體租金),而Google及Meta.....等等也是轉個彎靠軟體及內容賺錢,這就是AI世界。 冷眼看世界,用數字說話,待續....
作者/Writer: Morse Wang/[email protected] 更多我的專業文章在我的Line科技論壇社團(透過QR即可加入),可以免費加入,隨時閱讀,有數千萬字的文章會陸續上傳。
English version please check: https://lnkd.in/gnYTygrj In the future, Nvidia will be the sole supplier of AI computing chips, while TSMC will be the sole supplier of AI computing chip manufacturing. This sets up a monopoly game with no solution, ensuring that the winner will be the sole entity. The reason lies in the immense investment required and the high barriers to entry, with profits not in hardware but in software and content. Consequently, a single supply chain for hardware will emerge, with Nvidia as the sole IC system design provider and TSMC as the sole IC system manufacturer. Each generation requires investments of tens to hundreds of billions of US dollars (trillions of Taiwanese dollars), with investment-to-output periods exceeding three to five years, and success is not guaranteed. Therefore, most companies essentially have no chance, including incumbents like Ixxxx, Axx, and Sxxxxx. Even companies like Axxxxxx, Fxxxxxxx Gxxxxx, Mxxxxxxxx, and others have no chance of developing their own chips because the barriers are too high, the profits too low, and the primary source of profit in the AI world has always been software and content. Only those with a distorted mindset would venture into hardware, resulting in a single supply chain. Currently, the only competitors to Nvidia and TSMC in terms of technology are MIT's optical computing chips. ....... ..... .... ... .. .
