The Competitive Challenge in an Era of Non-Rational Policy
The Competitive Challenge in an Era of Non-Rational Policy In an era shaped by non-rational policymaking and narrative-driven politics, traditional business risk models are no longer sufficient. This article examines how Trump-style governance has disrupted institutional predictability, pushing companies to adopt cultural awareness and scenario planning as critical
Who Sends the First Supply Chain Signals under Trump Tariffs?
Who Sends the First Supply Chain Signals under Trump Tariffs? As renewed tariff uncertainty under the Trump administration clouds global trade, tech supply chains are entering another period of volatility. This article suggests that instead of relying solely on forecasts from major players like TSMC, we should pay
Adobe Under Pressure: Is Its Moat Deep Enough?
Adobe Under Pressure: Is Its Moat Deep Enough? After rebuilding the rules of content, can Adobe withstand market and momentum pressure? Amid the wave of content transformation driven by generative AI, Adobe may not be the flashiest player—but it’s arguably the one with the most institutional depth. Rather
Adobe Is Not Just an AI Company — It’s Rebuilding the Digital Content Supply Chain and Governance System
Adobe Is Not Just an AI Company — It’s Rebuilding the Digital Content Supply Chain and Governance System In the generative AI race, Adobe isn’t the fastest player—but it may be the most strategic and well-rounded. While most companies focus on breakthroughs and market expansion, Adobe has taken
Tariffs Are Just the Beginning: How the U.S. Is Reshaping the Global Tech Industry Order
Tariffs Are Just the Beginning: How the U.S. Is Reshaping the Global Tech Industry Order In 2025, the United States is no longer acting as a global market stabilizer. It is stepping into the role of a geopolitical architect, reshaping the global tech industry through aggressive tariffs and
Wolfspeed’s Turning Point: Navigating Risks and Reinforcing Its Strategic Role in SiC
Wolfspeed’s Turning Point: Navigating Risks and Reinforcing Its Strategic Role in SiC Note (June 2025): This article was originally written before Wolfspeed’s Chapter 11 bankruptcy filing on June 23, 2025. Please see the postscript at the end for an updated observation. As SiC emerges as a critical
OpenAI’s AI Ecosystem Strategy: Insights from the Stratechery Interview
OpenAI’s AI Ecosystem Strategy: Insights from the Stratechery Interview OpenAI is actively strengthening its global leadership by accelerating the adoption and application of AI through a diverse range of strategies. The company is focused on enhancing ChatGPT’s user experience and capabilities while expanding its footprint in the consumer
OpenAI’s Trademark Strategy: The Potential Move into the Hardware Market
OpenAI’s Trademark Strategy: The Potential Move into the Hardware Market OpenAI, now a focal point in the global AI tech sector, has recently registered trademarks in areas such as humanoid robots, VR headsets, AR glasses, smart jewelry, and smartwatches. These actions seem to hint at the company’s future
Exploring Weak Signals: Broadcom’s Perspective on AI Training ASICs
Exploring Weak Signals: Broadcom’s Perspective on AI Training ASICs In the rapidly evolving AI hardware space, discussions often center around the competition between different chip architectures, particularly GPUs and ASICs (Application-Specific Integrated Circuits). While NVIDIA’s GPU has traditionally dominated AI training, ASICs have generally been seen as more
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem Why is the U.S. investing heavily in semiconductors? Is TSMC’s Arizona expansion merely a response to political pressure? In reality, U.S. semiconductor policy is focused on building a sovereign AI manufacturing