Md. Rokonuzzaman, Author at THE WAVES

ASML lithograph monopoly is due to systematic exploitation of two key variables

ASML Lithography Monopoly from Sustaining Innovation

In finding the answer to why great companies fail, Professor Clayton Christensen formulated Disruptive innovation theory. Two business school professors came up with a blue ocean strategy in pursuit of…

ASML TSMC nexus has the root in the urgency of having collaboration for developing next generation machine to move to the next silicon nodes ahead of competition

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ASML TSMC Nexus Fuels Semiconductor Monopoly

In lithography, ASML is a monopoly. As a lead user of ASML’s extreme ultraviolet (EUV) lithography machines, TSMC has become a monopoly in high-end (5nm as of 2021) silicon processing.…

Big ideas are like pearl, we cannot discover them in mines; we need to grow them layer after layer

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Big Ideas are Getting Harder to Find- how to overcome?

In an MIT Sloan Management Review article, upon referring to research productivity trend analysis, researchers of Sandford University lamented the rarity of finding big ideas. They concluded that “great ideas…

ASML monopoly in semiconductor has been due its superior performance in sustaining innovation through the exploitation of optics with precision engineering

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ASML Monopoly in Semiconductor — where is magic?

How small the Transistor size, whether 5nm or 3nm, has been defining the success of silicon Innovation–fueling chip war. Where is the epicenter of $600 billion semiconductor innovation? It’s neither…

After getting at the top of silicon processing technology by leveraging the PC wave, Intel falling due to its failure to take advantage of smartphone wave

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Intel Falling Due to PC and Mobile Waves

News of Intel falling has been drawing traction. This is the company that started the chain reaction in forming Silicon Valley. It’s America’s High-tech icon. Despite initiatives, the USA has…

Multiple internal and external factors have contributed to the uprising of Taiwan's semiconductor monopoly

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Taiwan’s Semiconductor Monopoly – How did it arise?

More than sixty percent of global Foundry output is from Taiwan. Besides, TSMC alone has a 54 percent global Foundry market share. These two numbers are good enough to show…

Semiconductor industry monopoly has surfaced due to disintegration of the value chain and specialisation in each layer by leveraging the globally distributed competitive advantages

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Semiconductor Monopoly Due to Winning Race of Ideas

What has caused a semiconductor monopoly? Often, we think that government license, ownership of resources, political decision, vertical integration, invention patent, and collusion are factors for creating a monopoly. But…

Vertical segmentation of semiconductor industry value chain reveals internal details layer after layer

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Semiconductor Value Chain – globally distributed ecosystem

Global chip shortage affecting production was one of the top news in 2021–culminating in the Chip War. It has affected 200 downstream sectors ranging from smartphones to automobiles. Why does…

Netflix disruptive innovation is the outcome of Netflix's desperate move of unfolding radical innovation by destroying its DVD mailing service and switching failure of once dominant video rental players like Blockbuster

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Netflix Disruptive Innovation – renting to streaming

Netflix Disruptive innovation is a textbook example of the rise of a startup and the fall of a giant due to technology discontinuity. The underlying reason has been the discontinuities…

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Innovation Evolution Leading to Revolution

LED light bulb is a revolution in the lighting industry. In the past, incandescent and CFL bulbs also brought revolutions. Similarly, digital camera, iPod, electric vehicle, word processor software, personal…

Innovation S-curves unfold through stages of ferment, take off, maturity and discontinuity

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Innovation S-curve – episodic evolution

Innovation S-curve refers to the formation and growth of innovations reaching maturity through a non-linear S-curve life cycle. Like human beings, upon birth, innovations keep evolving through stages. The evolution…

Uber failing due to the following of wrong thesis of creating economic value out of technology possibilities

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Disruptive Innovation

Uber Failing – shoddy digital startup magic

Uber reported a loss of $2.4 billion in the third quarter of 2021. Uber suffered operating loss of $3.0b, $4.1b, $3.0b and $8.6b in 2016, 2017, 2018 and 2019 respectively. Accumulated loss…

Md. Rokonuzzaman

ASML Lithography Monopoly from Sustaining Innovation

ASML TSMC Nexus Fuels Semiconductor Monopoly

Big Ideas are Getting Harder to Find- how to overcome?

ASML Monopoly in Semiconductor — where is magic?

Intel Falling Due to PC and Mobile Waves

Taiwan’s Semiconductor Monopoly – How did it arise?

Semiconductor Monopoly Due to Winning Race of Ideas

Semiconductor Value Chain – globally distributed ecosystem

Netflix Disruptive Innovation – renting to streaming

Innovation Evolution Leading to Revolution

Innovation S-curve – episodic evolution

Uber Failing – shoddy digital startup magic

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