Chiplet–for IDM’s winning, survival or death?
Upon losing the process node battle to the foundry leader TSMC, IDMs like Intel, AMD and others are after Chiplet. Does it sound unfair? Or, is Chiplet a new technology…
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Transistor–technology core shaping global trade and power
Unlike a nuclear bomb or jumbo jet, a Transistor is a tiny three-legged device. It’s made from the widely available cheapest material on the earth—sand. But its roles in civilian…
ASML–growing pearl gets caught in Chip War
ASML is a Dutch company headquartered in Veldhoven, Netherlands. Despite its birth in a wooden hut surrounded by 31 employees in 1984, ASML has risen as the most valued European…
Metaverse Technology–challenges to creative destruction
Facebook founder Zuckerberg has been on a mission to pursue metaverse technologies to reinvent how we meet, greet, socialize and work. But it has been taking a massive toll on…
Meta Faces Metaverse Reality–creative destruction to whom?
Meta has been out there with its Reality labs to take us into a virtual fantasy world–metaverse. Its adventure has been costing billions without showing the possibility of profitable waves…
Flow of Ideas–misleading business metric?
Apple, Tesla, TSMC, ASML, and many more great success stories are due to ideas. Ideas are our core strength in recreating products and the world as a whole for higher…
Semiconductor Industry Growth–personalities, new waves, and specialisation underpin
Billions of dollars in subsidies and strict regulations are being rolled out to build and strengthen the semiconductor industry. But are they enough to competitively fabricate tiny building blocks (chips)…
India’s Semiconductor Dream–pushed in the slow lane?
India’s semiconductor imports grew from $45.3 billion in 2017 to $54.87 billion in 2021. This import growth trend will likely reach US$ 80 billion by 2026 and US$ 110 billion by 2030.…
China’s Semiconductor Independence–prematurely caught?
Upon triggering Chip War to attain semiconductor independence, China has been hoping to repeat the past success of A-bomb making. Despite the Soviet Union’s withdrawal of technical support from empowering…
Innovation Decision–fraught with pervasive uncertainties
Contrary to common belief about what it takes to succeed with technologies, innovation decision highly matters. The rise and fall of firms largely depend on innovation decisions for exploiting latent…
Sustaining Innovation Diffusion — far more than sales dive
Not all products diffuse at the same level and the same rate. But they affect how firms, industries, Governments, and society function. For example, Apple’s magical success has been due…
Chip War — why, how to win and sustain?
While Taiwan TSMC reports record profit by producing more than 90% of most advanced chips, USA’s Intel reports a loss in making chips with two-generation older technology (as of the…