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NEWS TAGGED EDITORIAL
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...
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...
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...
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...