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 Outdated, low-quality EVs are sent to the scrapyard during market transitions. China's system naturally eliminates laggards that fail to keep pace. The Chinese assure the world there is no need to worry unnecessarily, emphasizing that they possess greater resilience and flexibility than other nations to tolerate failures. Even if only three EV manufacturers remain profitable, the Chinese will not falter
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 complete were accomplished by Foxconn in just a matter of days. (Founder) Terry Gou has redefined the limits of mass production, compelling major brands that have defined products over the past three to four decades to take notice
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, but did the internet bubble really burst? In the spring of 2000, internet stocks plummeted, and many startups closed down. However, the internet wave did not vanish; it even found greater opportunities after the launch of the iPhone in 2007. Today's AI wave is merely a new opportunity arising from the diverse connections of big data, cloud services, and more
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 influenced by Asian perspectives, with Chinese viewpoints being particularly prominent. Even in private conversations, there was limited opposition to China's stance
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". China, for instance, has unveiled plans to restrict American investments in critical Chinese technologies and enterprises. Yet, amid these moves, one thing remains clear: the critical importance of cybersecurity cannot be overlooked
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 tech hub is at the forefront of this shift, capitalizing on breakthroughs in general AI. A senior executive, steeped in academic rigor, predicts a future where robots adapt fluidly to their environments, unshackled by traditional spatial or dimensional limits
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 legendary CEO Andy Grove once put it, "Only the paranoid survive"—because in tech, market leaders are only safe until someone comes along to disrupt them
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 that will take 20 years to materialize, but a tangible reality within the next decade. Hardware evolution may progress even faster than expected, but the real challenge lies in educating users and making these new technologies mainstream applications
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 Hotel, with six tables arranged for about 60 guests, including our hosts from Bank of America (BoA)
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 shared while blending in my own observations, offering a glimpse into the collective mindset driving Asia's embrace of transformative technologies
President Donald Trump wasted no time reshaping US energy policy, signing the "Unleashing American Energy" executive order on his first day in office. The sweeping directive dismantles the Biden administration's clean energy framework while bolstering fossil fuel industries, marking one of the sharpest policy reversals in recent US history
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
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
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 Holland (SS-1), commissioned in 1900, to modern nuclear-powered submarines equipped with artificial intelligence (AI), the development of submarines has reshaped military operations and strategic maritime initiatives worldwide
