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Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Wednesday 19 March 2025
SEMI Country excerpt 1: Rediscovering Taiwan's position in the AI era
Former Premier of Taiwan Chuan Lin (2016-2017) once asked me, "Will the AI wave become a bubble?" I do not see any signs of a bubble. Perhaps you are thinking of the dot-com bubble,...
Thursday 13 March 2025
Asian perspectives 7: How emerging tech powers are navigating the battle between the US and China
The Breakthrough Technology Dialogue held in Singapore at the end of February saw participation from technology experts across various countries. However, the discussions were largely...
Wednesday 12 March 2025
Asian Perspectives 6: Rise of sovereign AI and the potential of space technology
As AI continues to permeate every facet of life, countries around the world are increasingly focused on the idea of "sovereign AI" and the growing notion of "technological sovereignty"...
Tuesday 11 March 2025
Asian Perspectives 5: Bridging the divide between intelligent robots and humanity
The quest for machines to mirror human capabilities remains a distant horizon, but artificial intelligence (AI) is steadily eroding the gap. A robotics startup from a key East Asian...
Monday 10 March 2025
Asian Perspectives 4: from ChatGPT's AI disruption to DeepSeek's shockwaves
Nvidia's meteoric rise in AI hardware following ChatGPT's debut has been nothing short of remarkable. But as history has shown, no industry leader stays unchallenged forever. As Intel's...
Friday 7 March 2025
Asian Perspectives 3: Digital twins and smart vehicles
The concept of digital twins initially emerged in consumer applications for AR/VR/MR, but its future lies in smart manufacturing. Like quantum computing, this is not a technology...
Thursday 6 March 2025
Asian Perspectives 2: From Shoreline to Skyline
How big is Singapore? Around 700 square kilometers—roughly the size of Pudong north of Century Avenue in Shanghai. After dark, dinner was served on the first floor of the Capella...
Wednesday 5 March 2025
Asian perspectives 1: Breakthrough technologies shaping today's world
At the end of February, I attended an exclusive "Breakthrough Technology Dialogue" in Singapore—a gathering of global tech elites. My aim was to capture the essence of the insights...
Friday 15 November 2024
Technological evolution in history
When consumer behavior changes, it can signify a critical moment for an industry's survival. However, some things remain indispensable.
Thursday 14 November 2024
Industrial level digital twin plan: from AI factory to AI solution
"Quality" is the foundation of all manufacturing industries. Companies initiate product plans from their R&D departments, working collaboratively through production teams, suppliers,...
Wednesday 13 November 2024
From the known to the unknown: Inside Zeiss's semiconductor journey
The semiconductor industry began in the early 1970s and is now the largest segment among Zeiss's four major divisions. Under President Andreas Pecher's arrangement, I met CTO Thomas...
Monday 11 November 2024
Zeiss shifts to data, integrated services with optical technology at its core
Zeiss president Andreas Pecher asked me how DIGITIMES observes Zeiss. I replied that it could gradually transition from an R&D focus to application markets, striking an appropriate...
Thursday 7 November 2024
Observing Germany's top industry player Zeiss
I recently attended Zeiss's Quality Innovation Summit in Berlin, where I delivered a one-hour presentation titled "Reshaping Global ICT Supply Chain." Through arrangements made by...
Wednesday 21 August 2024
Harnessing photons as the next frontier in information technology
There are four fundamental forces in nature, ranked from strongest to weakest: strong interactions, electromagnetic interactions, weak interactions, and gravity. While nuclear energy...