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Technology, Society and Policy

Winning and Losing in Reinvention Race : keeps unfolding: --making America’s innovation bucket leaky, creating prosperity out of reinvention, and turning invention successes transitory
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Editor’s Pick

103 posts
TSMC success as money printing machine has been due to superior performance in systematic learning and monetisation in chip design optimisation and wafer yield enhancement
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  • Editor's Pick
  • Intangible Assets
  • Strategy

Rise of TSMC–why and how to replicate?

With the success of inventing semiconductor devices and creating the iconic success of Silicon Valley, why does America rely on TSMC to deliver high-end microchips? The rise of TSMC (Taiwan…
Asia dominates microchip making due to winning the global race of increasing microchip density and taking the scale advantage
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  • Economics of Technology
  • Editor's Pick
  • History & Observations

Asia Dominates Microchip Making–NOT due to subsidies and low-cost labor

Is the argument that Asia dominates microchip-making due to subsidy and low-cost labor wrong? Yes, Asia did not invent it. US Bell labs invented Transistors in 1947. Subsequently, US firms…
Massive subsidies to regain the edge of US semiconductor industry will not likely succeed, unless progress is made in winning the global race of idea flow and monetisation
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  • Economics of Technology
  • Editor's Pick
  • Technology Managment

US Semiconductor–from invention, supremacy to despair

The US semiconductor industry started with the invention of its Bell Labs. Subsequently, it attained supremacy in semiconductor production due to the success of making computers better and cheaper. Notably,…
Success of Taiwan semiconductor industry has been due to commercialisation of learning and R&D outputs, leading to forming a virtuous cycle of growth
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  • Editor's Pick
  • Growth Economics
  • Industry
  • Policy

Taiwan Semiconductor Industry–rise of global monopoly from a virtuous cycle

The triggering of the chip war underscores the paramount importance of the rise of the Taiwan semiconductor industry as a global monopoly. Its crown jewel TSMC produces more than 90…
Due to innovation failure, neither SCL nor chip design service delivery to MNCs has seeded ideas capability in building semiconductor industry in India.
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  • Editor's Pick
  • Megatrends
  • Strategy & Policy in retrospect

Semiconductor Industry in India–innovation failure

With a $10 billion pot of money for giving subsidies, India has been struggling to allure global icons like Intel or TSMC to set up semiconductor plants in India. On…
Soviet computer failed due to confining computers within military purposes, discouraging computers for productive activities due to labor saving role and preventing profit making incentives from advancing computers
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  • Editor's Pick
  • Technology History
  • Technology Managment

Soviet Computer Failure—reasons and lessons?

In the age of the Chip War, we have forgotten the edge of Soviet computers. The rise and fall of the Soviet computer edge offer a valuable lesson for managing…
EUV lithography is the success of managing risk in turning technology possibilities into business innovation through technology and partnership management
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  • Editor's Pick
  • Technology Managment

EUV Lithography to keep Moore’s Alive–managing technology risks

EUV lithography has been at the core of winning the chip war. This technology is indispensable for producing high-end microchips in sharpening the edge of civilian products and military weapons.…
Semiconductor lithography has been evolving due to profit making competition from science and technology possibilities in keeping Moore's law alive--leading to monopolisation
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  • Competition & Monopoly
  • Editor's Pick
  • Technology

Semiconductor Lithography Economics–fuelling Moore’s law and market power

The rise of the rudimentary microscope that an American firm GCA invented in 1961 to ASML’s $250 million complex machine is a surprise. Its uprising has fueled monopoly in the…
Microchips' evolution from a simple IC to complex SoC has been transforming trade and military edge--triggering chip war
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  • Editor's Pick
  • Megatrends
  • Technology

Microchips–invention, evolution, transformation and chip war

All time, we have been benefiting from microchips, whether communicating over the smartphone, monitoring fire hazards, or tracking pets. Microchips determine how accurately missiles fly and hit targets and how…
Moore's law of doubling chip density every 24 months has unleashed transformational effect on products, firms, industries and nations
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  • Editor's Pick
  • Technology
  • Transformation

Moore’s Law–fuelling monopolisation, reinvention and migration

Moore’s law states that the number of transistors in a dense integrated circuit (IC) doubles every two years. Consequentially, chip density has increased from 1 before 1959 to 135.6 million…
For escaping middle income trap, timely decisions and strategies are needed to graduate to innovation economy
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  • Editor's Pick
  • Growth Economics
  • Innovation
  • Strategy

Escaping Middle Income Trap–why and how?

Middle income trap refers to failing to transition to high-income status due to rising labor costs and declining competitiveness. As conventional means such as investment in infrastructure and education fail…
The rise of Chiplet due to the fact that Moore's law is dead will likely have profound effect on the semiconductor industry
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  • Editor's Pick
  • Industry Transformation
  • Strategy

Moore’s Law is Dead–Chiplet redefines semiconductor industry

Moore’s law is dead sounds death of a king. By the way, why should we be concerned with this? The Economics of cramming more components onto an integrated circuit gave…

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