Categories

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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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Explore how autonomous driving technology is set to fuel long-term growth in the EV market, despite recent sales slowdowns.

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Hardware manufacturing’s role in tech’s future is crucial. Despite investments, US struggles to master the required precision in chip production and collaboration.

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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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China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.

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Pessimism surrounds GenAI as skeptics highlight market risks, innovation slowdowns, and cyclical challenges, despite its transformative long-term potential.

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Explore the sustainability concerns in GenAI, from environmental impact to job loss and ethical dilemmas. Learn how policies might shape the future amid rapid advancements.

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Explore the debate around heuristical methods in GenAI, their risks, unpredictability, and how they challenge conventional wisdom. Discover the balance between innovation and caution.

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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 impact of GenAI pessimism driven by historical narratives. Analyze how negativity shapes market cycles and discover key indicators for potential economic growth.