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Monday 24 February 2025
Trump's energy order puts green targets at risk while Tesla stands to gain
Donald Trump's "Unleashing American Energy"...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Wednesday 5 February 2025
Evolution of the submarine: From traditional to digital age
Submarine technology has evolved dramatically with the advancement of technology, transforming naval tactics and global maritime security. From the first US Navy submarine, the USS...
Thursday 30 January 2025
Taiwan's mature chip makers need their own major league
Recent US Section 301 tariffs targeting China's semiconductor industry have spotlighted the mature process segment. While the definition of mature processes remains somewhat fluid,...
Wednesday 29 January 2025
2D FET gaining attention for overcoming challenges in logic chip miniaturization
During the keynote speech at the IEEE International Electron Devices Meeting (IEDM) held at the end of 2024, 2D Field Effect Transistors (2D FET) and carbon nanotubes were mentioned...
Tuesday 28 January 2025
Simeon Denis Poisson's work in probability theory underpins modern AI and machine learning applications
The Poisson distribution is widely used in artificial intelligence (AI) and machine learning. In Bayesian inference, probability distributions often help solve problems that would...
Monday 27 January 2025
EVs steadily growing; fuel cell EVs align with the future
As environmental awareness rises, consumer demand for electric vehicles (EVs) is gradually increasing, providing opportunities for the development of the EV market. The Taiwanese...
Monday 6 January 2025
Japan's challenges in advanced semiconductor manufacturing
Unlike Europe's Dark Ages, Japan's semiconductor industry has maintained its strength throughout its history. Japan dominates the semiconductor materials industry and holds one-third...
Friday 13 December 2024
Semiconductor shifts: why DRAM and mature logic processes face structural changes
Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share...
Tuesday 10 December 2024
Challenges in developing semiconductor industries in emerging countries
In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor...
Friday 8 November 2024
TSMC's strategies to navigate as second Trump term looms
Following Donald Trump's election victory, TSMC's future operations face heightened uncertainty. While TSMC has increased its market share in advanced processes due to chip export...