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…
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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…
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…
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…
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…
Idea Economy–making prosperity endless and transitory
Over the last 20 centuries, the population, per capita GDP, and average life expectancy have been growing simultaneously. How to explain such an apparent contradiction is a matter of concern.…