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Nilesh Jasani
·
September 19, 2024
Climbing the Semiconductor Everest: China's Unconventional Ascent
Analyzing China's Semi journey - why and what of its surprises. And the implications in the world of competitive nations and corporates
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Our Latest Articles
Nilesh Jasani
·
March 14, 2026
Goliath’s World and the Encroachment Imperative
When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.
Nilesh Jasani
·
March 10, 2026
Optical Rivalries: Where One Tech Must Lose for the Other to Win
The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives
Nilesh Jasani
·
March 7, 2026
Five Certainties in the AI Storm: Beyond Hope and Hype
AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us
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