Why Does Apple Seem Slow in the Age of AI?
Why Does Apple Seem Slow in the Age of AI? Apple’s measured approach to AI is often explained as a matter of philosophy, with a commitment to user control, privacy, and thoughtful design.But this may miss the deeper story. Unlike peers such as Meta, Microsoft, and Google, which
Can Industry Research Really Predict the Future?
Can Industry Research Really Predict the Future? Industry researchers are often asked to predict the future: next quarter’s market share, five-year growth trajectories, the next destination in the global supply chain. But are such expectations realistic? Without systems for timely feedback, institutional validation, or long-term credibility building, can
When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC
When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC At the height of the semiconductor boom driven by AI, both ASML and TSMC have begun to repeatedly emphasize a single word: efficiency. This is not simply about operational fine-tuning. It reflects a deeper
How AWS Is Quietly Rewriting the Rules of the AI Server Supply Chain
How AWS Is Quietly Rewriting the Rules of the AI Server Supply Chain Since early 2025, AWS’s Trainium orders have driven a short-term boom across Taiwan’s tech supply chain. But behind the surge lies a quiet restructuring of how that supply chain works. This piece explores how AWS
GPU Cloud Is Not Just a Compute Race but a Relay of Assets and Capital Belief
GPU Cloud Is Not Just a Compute Race but a Relay of Assets and Capital Belief This article analyzes a key shift in GPU cloud platforms as they move from a technology-driven model to one powered by asset leverage. It highlights how asset-leveraged platforms are reshaping the competitive
Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch
Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch Some companies perform steadily and enjoy strong customer loyalty, yet never quite resonate with the market. UiPath is one such case worth observing. It has evolved from an RPA tool into an AI