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

Imagining Asia’s Supply Chain Collaboration: Toward Flexible, Real-Time Networks Amid rising costs, shifting geopolitics, and increasing supply chain fragmentation, Asia’s supply chain networks are undergoing a quiet yet profound transformation. This article explores how the next phase of supply chain collaboration will move beyond relocating production hubs to

How Tariffs Reshaped Asia’s Supply Chains: Taiwan’s Emerging Role The U.S.-China trade tensions may have sparked the conversation, but a deeper shift is underway in Asia’s supply chains. Driven by geopolitical risks, rising costs, and the need for greater resilience, companies are rethinking where and how they produce.

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

Optical Actuators: The Overlooked Risk Node in a Geopolitically Fragile Supply Chain As global tech competition intensifies and rare earth elements become increasingly strategic, a quiet yet critical vulnerability is emerging within the imaging module supply chain: optical actuators. Although these components account for only 15–20% of camera

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 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 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

Trump’s Tariff Revival: Can Taiwan’s ICT Industry Withstand the Supply Chain Reset? In 2025, President Donald Trump’s announcement of a 32% tariff on Taiwanese exports sent shockwaves through the global supply chain. Although Taiwan remains one of the most trusted manufacturing partners for U.S. tech brands, its heavy

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

NVIDIA’s Leadership in AI: Key Insights from Jensen Huang’s GTC Keynote We’ve explored the evolution of AI, NVIDIA’s strategic positioning, and its impact at each stage. The breakthrough of the GeForce 5090 will drive the shift from Perceptual AI to Generative AI. Next, Agentic AI will evolve into

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, 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 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 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

How Taiwan’s supply chain reshapes the global laptop manufacturing landscape Amid the U.S.-China trade war, global supply chain restructuring, and tightening environmental and social responsibility regulations, Taiwanese laptop ODMs have steadily shifted production from China to Vietnam, Thailand, and other countries—driving a structural shift in the global supply

Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center Microsoft’s recent capital expenditure adjustments underscore a pivotal shift in the AI market, as the primary focus transitions from model training to inference. Distributed inference is emerging as a

Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession? Major semiconductor companies generally expect revenue to decline, with an average drop of approximately 9%, significantly exceeding the historical average of 5%. To determine whether this is a temporary adjustment or a sign of a deeper

The graphics card market enters a golden era: AI and gaming demand driving growth This year, the graphics card market is experiencing a rare opportunity, especially after the mining boom, with market dynamics becoming increasingly attractive. Key drivers include the upgrade to NVIDIA’s RTX 50 series, a surge

AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends The AI chip market is undergoing significant transformations, which can be understood through two key dimensions: deployment environments (cloud vs. edge) and market segments (training vs. inference). Cloud-based training