Categories

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Taiwan and Korea’s tech giants like TSMC, MediaTek, and Samsung are showing strong growth despite market volatility, offering key opportunities for strategic investors.

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North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.

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Exploring shifts in tech revenue dynamics as hardware gains value, coding productivity soars, and application layer growth decelerates. The future of tech investments examined.

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Explore the shift as GenAI revolutionizes software development and hardware complexity rises, altering Silicon Valley's landscape. Discover the new tech ecosystem dynamics.

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Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.

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Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.

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Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.

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Explore why the centralized AI compute model is unsustainable and how decentralization can reduce costs, environmental impact, and enhance innovation and security.

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Insights into GPU, memory, and TFT-LCD market dynamics, the impact of cultural factors on pricing, and Samsung's evolving strategy in a post-COVID tech landscape.

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Reflecting on serendipitous experiences in Taipei, academia, and tech hubs around the GenAI era. Insights span semi manufacturing, AI, and global hardware landscapes.