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…
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Rokon Zaman
595 posts
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…
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 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…
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 – 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…
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-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 – 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…
Technology S-curve – oversimplified misleading model
Did LED, Fuel-Cell, Multitouch, Steam engine, electronic image sensor, and many other technologies follow S-curve like typical lifecycle model? If yes, why did many technologically sound companies fail and tiny…
Innovation Drivers — empathy, creativity, science, competition
Due to Innovation, we fly and drive as opposed to walking. Startups have become large corporations, and mega-firms disappeared because of it. Due to innovation, silicon-bearing sand powers medical imaging,…
Scale up startups – crafting systematic path
How to scale up Startups is a daunting challenge. The growth of startups into mega-corporations like Apple, Sony, Microsoft, GE, Amazon, Google, or Intel is the inspiration for entrepreneurs. Invariably,…