Small Island Research Notes on Tech and Future
This section was previously known as Taiwan Tech Insights. It now continues as part of Small Island Notes, expanding from Taiwan’s tech landscape toward broader signals across Asia and the world.
Small Island Research Notes on Tech and Future is an independent exploration of how technology, business, and society are evolving in an increasingly fragmented world.
Written from a small island perspective, these notes connect micro-signals with broader structural shifts, offering thoughtful observations on supply chains, emerging technologies, future scenarios, and cultural patterns.
This space is for those who believe that even small things (and small islands) can change the world.
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2025-02-18
AI chip market evolution: Cloud vs. edge in training and inference Part 1: Cloud training and inference 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 currently dominates
2025-02-14
The transformation of the semiconductor industry under the ‘America First’ policy. In the global semiconductor industry’s development, the implementation of the U.S. “America First” policy has led governments to increase support for their local semiconductor industries. As a result, the global semiconductor industry is entering an era of
2025-02-12
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response The Trump administration’s tariff threats against TSMC and Taiwan’s semiconductor industry reflect the U.S. strategic goal to reduce its reliance on foreign-made chips. However, the global semiconductor supply chain is complex, and U.S. companies depend