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Saturday 29 March 2025
SEMI Country excerpt 4: China, BYD, and the battle for EV supremacy
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality...
Wednesday 26 March 2025
SEMI Country excerpt 3: How Foxconn redefines manufacturing
At the Foxconn 50th anniversary banquet, Apple CEO Tim Cook conveyed his congratulations via video message. He mentioned that products which would typically take several months to...
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,...