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Tuesday 1 April 2025
Texas leads energy storage revolution with diverse tech
Texas is pioneering advanced energy storage technologies as part of a broader push to enhance grid stability and expand renewable capacity, addressing growing power demands — including from data centers projected to consume 9% of the US electricity by 2030
Saturday 29 March 2025
Trump's energy policy shifts affect growth in US renewable energy sector; Texas faces potential setbacks
The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established the National Energy Dominance Council to guide energy policy, highlighting traditional resources while notably excluding wind and solar power
Saturday 22 March 2025
Meta, Google, and Amazon reshape internet with submarine cable dominance
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments and direct ownership
Friday 21 March 2025
Submarine cables drive global computing power race, AI training
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents
Tuesday 18 March 2025
New insulating materials key to unlocking next-gen AI chip performance
As AI continues to attract widespread attention, the race to build large-scale data centers is ongoing. Regarding energy consumption, the power demand of hyperscale data centers has reached GW, equivalent to the output of a nuclear power unit
Tuesday 25 February 2025
Trump's energy policy reversal puts renewables to market test
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
Monday 24 February 2025
Trump's energy order puts green targets at risk while Tesla stands to gain
Donald Trump's "Unleashing American Energy" executive order threatens to reshape America's energy landscape, potentially increasing carbon emissions by one billion tons by 2050 while creating an unexpected advantage for Tesla in the domestic auto market, according to industry analysts
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 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
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, it generally encompasses nodes of 15nm and above that Chinese manufacturers can produce, though some definitions extend to 7nm
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 as potential future technologies for logic ICs
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 otherwise be difficult to address. A specific application is Poisson regression, a type of regression analysis designed for modeling count data. For instance, Poisson regression can be used to estimate the frequency of catching a cold after flying or predict the number of emergency service calls during an event
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 government is actively promoting EV development by implementing various policies and subsidy measures to encourage R&D and usage
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 of the semiconductor equipment market. The country continues to maintain a significant position in NAND Flash, power devices, automotive semiconductors, and CMOS image sensors