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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
THE WAVES
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Strategy

225 posts
EUV lithography is the success of managing risk in turning technology possibilities into business innovation through technology and partnership management
View Post
  • 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.…
For escaping middle income trap, timely decisions and strategies are needed to graduate to innovation economy
View Post
  • 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
View Post
  • 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…
As Chiplet technology core trades off performance for cost, it will unlikely fuel reinvention of IDMs to regain their glories
View Post
  • Editor's Pick
  • Innovation Economics
  • Schumpeter's creative destruction

Chiplet Technology — a weak reinvention core?

In the race to increase chip density, integrated device makers (IDMs) like Intel and AMD have lost to TSMC. To regain the lost glory, they have been desperate. To overcome…
Upon failing to move to latest process nodes, IDMs are after chiplet--raising question of winning, surviving or dying?
View Post
  • Editor's Pick
  • Industry Transformation
  • Strategy

Chiplet–for IDMs’ 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…
Semiconductor industry growth is underpinned by personalities, new waves, and specialisation--instead of state interventions like subsidies, restrictions and protections
View Post
  • Editor's Pick
  • Industry
  • Strategy

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)…
Instead of making for import substitution, India's semiconductor dream demands creating flywheel effect out of the flow of ideas--for making chips increasingly better and cheaper
View Post
  • Editor's Pick
  • Strategy

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.…
Is China's Semiconductor Independence a premature move, making it an easy target to get destroyed?
View Post
  • Editor's Pick
  • Strategy

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…
View Post
  • Editor's Pick
  • Innovation
  • Principles

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…
For leveraging innovation ecosystem, we need winning strategy and synchronised response to the global innovation race
View Post
  • Editor's Pick
  • Innovation
  • Strategy

Innovation Ecosystem–is it sufficient for innovation economy?

Dutch ASML became the 32nd most expensive company in Europe. Apple became a trillion-dollar company. But Nokia and Kodak suffered colossal damages to their businesses. And Taiwan has attained high-income…
Systematic exploitation of ideas for offering increasing value for money has been at the root of sustained growth
View Post
  • Growth Economics
  • Innovation

Sustained Growth — how to attain?

From smartphones to automobiles, a few products have been enjoying sustained growth over the decades. Similarly, firms like Apple, Toyota, and a few others engaged in making them have also…
Focus on creating increasing value from natural resources, labor and knowledge, and creating idea economy for escaping middle income trap
View Post
  • Editor's Pick
  • Growth Economics
  • Strategy

Middle Income Trap–how to escape?

Intelligent opening of idea economy in leveraging natural resources, labor and knowledge offers middle trap escaping option.

Posts pagination

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