AI Strategy Shifts Among the Big Six: Four Core Trends from Compute Scale to Efficiency Competition
AI Strategy Shifts Among the Big Six: Four Core Trends from Compute Scale to Efficiency Competition In less than three years, the focus of the AI race has shifted three times. It began with a contest to build the largest and most capable models,
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
When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse
When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse Wolfspeed’s bankruptcy is not a failure of industrial logic. It is a reminder that capital often runs out before good ideas can prove themselves. This article reflects on a misjudgment through the eyes of a researcher
Wolfspeed’s Strategic Outlook: SiC Technology, U.S. Policy, and Supply Chain Implications
Wolfspeed’s Strategic Outlook: SiC Technology, U.S. Policy, and Supply Chain Implications Note (June 2025): This article was written prior to Wolfspeed’s Chapter 11 bankruptcy filing on June 23, 2025. For a follow-up reflection on how recent developments may reshape the company’s long-term strategic outlook, please see the postscript
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
Optical Actuators: The Overlooked Risk Node in a Geopolitically Fragile Supply Chain
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
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