Winning Chip War–fuelling reinvention waves for changing world order
For increasing dependence on the import of semiconductors, the USA finds it a security issue. Hence, the USA signed the Chips act, triggering Chip War. This act has set aside…
Posts by author
Rokon Zaman
595 posts
Loss of America’s Inventions–blame semiconductor economics?
Chip War is the tip of an iceberg of loss of America’s inventions. It’s not only the semiconductor chip. America cannot competitively make many products that it invented. Hence, they…
Semiconductor Economics–will Chiplet era slow down the growth?
Over the last few decades, we all got overwhelmed by the growth rate of smartphones, digital cameras, the internet, PC, and many more products. We have also been making projections…
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…
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…
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.…