Sitemap - 2026 - TechSoda
Dr. Change Column #9: Huawei Ecosystem and Semiconductor Supremacy
How UK Startup Hartley Ultrafast Is Betting on Taiwan's Advanced Packaging to Power Nanosecond AI
Beyond the Deck #47: The Decision Economy
Glasgow University Spin-out Vector Photonics Looks to Taiwan to Industrialize Next-Generation Lasers
Global Market Watch: Nvidia to Raise AI Server Prices 15% From 2027
AI Is Starving the Edge: Silicon Motion Warns Data Center Memory Boom Could Trigger a Demand Cliff
慧榮示警：記憶體產能配置嚴重偏向資料中心 將可能導致消費車載等終端市場需求在兩年內呈斷崖式萎縮
Dr. Change Column #8: Inside TSMC's $265 Billion Bet Reshaping the Semiconductor Map
Beyond CPO: Oriole Networks Bets on Pure-Photonic Networking to Break AI’s Scaling Bottleneck
Global Market Watch: Micron Drives Jan-Jul Inbound Investment to Taiwan up 78% YoY
UK Startup Kelvin Quantum Looks to Taiwan to Break Quantum Computing’s Cryogenic Bottleneck
Global Market Watch: TSMC's Arizona Reports 6x Growth in Profits in 1H26
Why Testing and Metrology Are the New Linchpins for Semiconductors of the AI Era
Beyond the Deck #46: Fire Drill Now, or Fire Sale Later
Global Market Watch: YMTC Surpasses Micron to Become Third Largest NAND Producer in Global Shipment
How UK Startup Infiniflux’s EPiC2 Architecture Redefines AI Chip Cooling
Global Market Watch: Pegatron Q2 Profit Balloons 14x, Driven by AI
Global Market Watch: TSMC's CoWoS Achieves Good Yields Above 98%
Exclusive Interview with UK Semiconductor Center CEO Andy McLean
Global Market Watch: AI Demand Remains Strong, ASE July Sales Breaks New Record
Global Market Watch: TSMC Reportedly Expands CoPoS Capacity with AUO Fab Purchases
Global Market Watch: TSMC Publishes Monolayer MoS2 Transistor Breakthrough With NYCU
How Solace Enables Cutting-Edge Fab Operations on Real-Time Events
Global Market Watch: Taiwan Memory Chip Firm Nanya Technology Commits US$10.8 Billion Fab Investment
How Canadian Startup ICSPI Re-Engineered the Atomic Force Microscope Technolgy for the 3D IC Era
The Semiconductor Risk Triangle: Vincent DeGiorgio on Fabs, Onshoring Bottlenecks, and AI
Global Market Watch: Huawei Chief Scientist Ditches Cost-Effectiveness of Node-Shrink Scaling
Dr. Change Column #6: The Battle for Compute: America vs. China’s Top 20 Unicorns of 2026
Global Market Watch: TSMC and Intel Push CoPoS Glass Substrate Packaging Toward Commercialization
Global Market Watch: TSMC’s 3nm Expansion Outpaces Expectations
How Canadian Startup AsterQuanta Uses AI-Native Graphs to Solve Analog Chip Design Bottlenecks
Beyond the Deck #45: The Solo Unicorn
From Courtrooms to Battlefields: How Caseway is Building the Decision-Making Layer for Physical AI
Semiconductor Maverick, Arts Connoisseur: The Complex Legacy of PSMC’s Frank Huang
Global Market Watch: ASE CAPEX in 2026 Almost Doubles from Previous Projection
Global Market Watch: Unimicron Expands Capacity to Meet Robust Demand for AI and HPC
UMC Posts Strong Q2 Earnings, Sees AI Revenue More Than Triple in 3 Years
Global Market Watch: TSMC's Kumamoto Fab Unscathed in Magnitude-7.1 Earthquake
Global Market Watch: Taiwan Becomes South Korea's Second Largest Chip Exporting Market
Global Market Watch: CXMT Surges Nearly 5 Fold on IPO
How Meaglow Cuts Oxygen Contamination in Chipmaking
Beyond the Deck #44: How Do You Explain Semiconductor to a Five-Year-Old?
Why Nvidia Loves Jensen Huang’s ‘Brutal’ Leadership Style
Global Market Watch: DeepSeek Admits Huawei Chip Performance Is Only a Quarter of Nvidia’s
SEMI: Semiconductor Industry Hits $1T Threshold Four Years Early
Global Market Watch: Wistron to Mass Produce first US-made GB300 compute board in Fort Worth, Texas
Global Market Watch: Taiwan's Nanya Tech builds Memory Chips Stacked Onto CPU or ASIC
Dr. Change Column #4: Can Engineering Genius Solve TSMC's Global Management Challenge?
Ex-TSMC Manager Indicted for Stealing 21 Trade Secrets for China
Global Market Watch: MediaTek's 2nm Flagship Chip and AI ASIC Progress Draw Attention
TechSoda Insight: Microsoft & AMD Double Down on Full-Rack AI Infrastructure
Global Market Watch: Semiconductor Stocks Under Correction Pressure
Inside TSMC’s $265 Billion US Chip Gambit: Power Crises and the Silicon Shield
Anthropic Shows How AI Race Is Shrinking to 'Weeks' at AWS Summit Taipei
Global Market Watch: SEMI Issues 5-Year Optimistic Outlook for Chip Equipment Sales
TSMC Announces Additional US$100 billion Investment in Arizona
Cortex Advisory Research Note #3: The real bottleneck in AI chips isn't capacity
Global Market Watch: UMC Achieve Mass Production Milestone for Silicon Photonics
Dr. Change Column #3: CXMT's DRAM Mega-Expansion and the New Global Memory Order
Beyond the Deck #43: The Systemic Entrepreneur - Why Building a Machine Beats Being a Hero
How Taiwan Integrates Semiconductors and AI to Power the Future of Precision Health
Beyond the Deck #42: Sometimes Your Highest Performer Should Be Fired
Huawei Discloses Mass-Production Test Data and Roadmaps in "Tau Law V2" Paper
Anthropic Explores Custom 2nm AI Chip with Samsung, Intensifying the Race Beyond Nvidia
TSMC, Quanta, and Lite-On Inject $21B+ into US AI and Chip Supply Chains
Cortex Advisory Research Note: Grading 7 Semiconductor Predictions 6 Months Later
Dr. Change Column #1: Why Foxconn is Taiwan's Best Sovereign AI Stock
IP Insight: What Defensive Leverage Does TSMC Hold Against HPE's Infringement Claim? (Part 2)
Beyond Moore’s Law: How Advanced Packaging May Become the New Geopolitical Chessboard
Beyond the Deck #41: Management Is a Skill, Leadership Is an Inside Job
AI Startup Cortex Advisory Builds “External Brains” for Enterprises
Beyond the Deck #40: The Art of Saying No
How China Smuggles Restricted ASML EUV Hardware Despite US Restrictions
The Politics of Silicon: The Market Illusion Behind Apple’s "Entry-Level" Deal with Intel
Beyond the Deck #39: How To Be the Most Interesting Person in the Room? Talk Less
IP Insight: Why the Latest Patent Lawsuit Won’t Easily Break TSMC’s Shield (Part 1)
Vietnam's Semiconductor Ambitions Gain Momentum, with Intel at the Center of Its Rise
SpaceX's IPO Could Trigger the Biggest Capital Rotation Since Tesla
French Deep-Tech Startup Dracula Aims to Eliminate IoT Batteries with Customized Indoor Solar Cells
From Laptops to Life-Saving AI: Acer’s Pivot to Fix the Global Doctor Shortage
Beyond the Deck #37: Anthropic Wants to Save the World. It Also Wants to Go Public
Riding the AI Epicenter: National ACE's Chiling Tong on Why Now is the Golden Hour for US Expansion
COMPUTEX 2026: Pre-Event Keynotes Reveal Radical Tech Redesigns for the Million-Token Agentic AI Era
Beyond the Deck #36: The Pre-Exit Fog
Taiwan's Skymizer Unveils World's First Edge AI Inference Chip HTX 301
Op-Ed: The Death of Clever Headlines?Journalism in the Era of Agentic AI
Former FDA Commissioner on Pharmaceutical Resilience: Rebuild Trust Before the Next Drug Shock
How UK Startup Beebolt Is Reinventing Semiconductor Supply Chains with AI
Huawei’s Chip Breakthrough: Genuine Leap or Strategic Hype?
Beyond the Deck #35: Four Ways to Get the Buy-In You Want
AMD’s Lisa Su: AI Boom Is Only in the 'Third Inning'
Refusing the Trojan Horse—Audrey Tang’s 2040 Vision For A ‘Transparent’ AI Future
Beyond Prototyping: How Canadian Startup IMOnline Aims to Disrupt Web Development with Agentic AI
How LAKI ROBOTICS Leverages Taiwan’s Supply Chain to Disrupt the Global Security Market
Beyond the Deck #34: Three Territories Every HR Leader Must Protect in the Age of AI
Teknobuilt at COMPUTEX 2026: Eliminating Construction Silos with AI-Driven Data Modeling
ZeroKey: Bridging the "Physical Blind Spot" with Hyper-Precise Spatial Intelligence
Hepzibah: Delivering Energy-Efficient, Memory-Centric AI for the Edge and Beyond
Illumia Labs Scales Reinforcement Learning to Bridge Workforce Gap Amid Silver Tsunami
Beyond the Deck #33: The Co-Founder Break-Up
Apple Turns to Intel for Future Chips in Major Shift Away From TSMC
Beyond the Deck #32: Simplify Is to Smartify: Clarity is the Ultimate Superpower
Netsweeper: The Quiet Canadian Company Helping Telcos Fight Scams and Build a Safer Internet
Media and AI Literacy is the New Preventive Medicine: Key Insights from Berlin DMEA 2026
Beyond the Deck #31: AI Is a Negotiation (Not a Tool)
TSMC Unveils A13 Process Technology in 2026 North America Technology Symposium
Beyond Tim Cook: Apple’s Strategic Future Under John Ternus in the AI Era
Beyond the Deck #30: The Founder Fitness Gap
The Semiconductor Supercycle: Where AI Ambition Meets Physical Reality
TSMC Q1 Earnings: 2026 Capital Budget Raised to Meet AI Demand Surge
The Misallocation in AI Adoption: Why Your Best People Are Doing the Wrong Work
NAND Flash Shortage to Intensify Through 2027 as AI Demand Triggers "Structural Shift"
Beyond the Deck #29: Stop Monologuing, Start Persuading
From USB Storage to AI Data Center: How Phison is Solving the Memory Gap
Beyond Displays: Taiwan’s Panel Giants Pivot Toward the Semiconductor Gold Rush
Terafab Partnership: Intel Joins Elon Musk's Forces to Build Tesla and xAI Chips
Sun Tzu vs. The Trump Ultimatum: The Hidden Risks of the April 7 Hormuz Deadline
Beyond the Deck #28: AI Adoption Is Rising. So Why Does Trust Still Feel Fragile?
Taiwan's Swancor Launches Recyclable Humanoid Robots: The NT$6.2B Pivot to Embodied AI
Transforming Healthcare: A Biopharma Insider on the Potential of 'AI Medical'
The Terawatt Transition: Inside Musk’s Galactic Terafab Vision
From Tokens to Robotics: Inside Jensen Huang’s Blueprint for the Industrial AI Age
From TSMC’s Gigafab Ecosystem to the Tesla Terafab Vision
Beyond the Deck #27: In the Age of AI, Humanity Must Prevail
How the Strait of Hormuz Crisis Is Shaking the Global Semiconductor Supply Chain
Beyond the Deck #26: Burn the Boat: The Critical Milestones That Say "Now"
China's 15th Five Year Plan: China Shock 2.0?
IP Insight #5: Would You Let AI Be Your Social Proxy After You Are Gone?
Beyond the Deck #25: The Secret Weapon of Persuasive Communication: Data Storytelling
IP Insight #4: TSMC vs. Intel in Silicon Photonics (continued)
IP Insight #3: TSMC Accelerates in Silicon Photonics While Intel Becomes More Selective
Beyond the Deck #24: The Resonance Gap: Why Marketing Isn’t Clicking in the AI Age
Trade War Turmoil: Supreme Court Strikes Down Trump’s IEEPA Tariffs
Op-Ed: Navigating VUCA with Ancient Wisdom in the Year of the Fire Horse
IP Insight #2: Nebius Buys Tavily for $275M
Beyond the Deck #23: Why Smart Founders Focus on 1% Improvements
China’s AI Hardware Breakthrough Is Gaining Speed
Breaking News: GlobalFoundries’ Latest Hsinchu Hire Reveals About Its M&A Plan in Taiwan
Deep Dive: TSMC’s Advanced 3nm Semiconductor Process Expansion in Japan
Op-Ed: When AI Goes to Space: How SpaceX × xAI Rewrite Tech’s Game Rules
In the Dark with a Giant: Tracing the Shape of China’s Economy
Vietnam’s Silicon Leap: Inside the Push for a Sovereign Semiconductor Supply Chain
Beyond the Deck #21: The Human Advantage in the Age of AI
IP Insight #1: TSMC's Patent Layout and Earnings Call Alignment
Microsoft Launches Custom Silicon: The Maia 200 and the New Economics of AI Inference
Who Will Win the War for Affordable AR Glasses?
Beyond the Deck #20: The Unseen Engine: Why Founder Resilience is the Ultimate Competitive Advantage
Beyond the Deck #19: What Effective Leaders Never Do: 5 Communication Fails
Micron and PSMC's Strategic Realignment in the Global Semiconductor Landscape
TSMC: No AI Bubble, Supply Ramp Up is the Headache
OP-ED: The Irony of the DEI Leverage on TSMC Deal and the Chip Giant's Dilemma
Beyond the Deck #18: The Year of Emotional Intelligence: 5 Predictions for Business Success in 2026
CES Watch: Nvidia’s Integration vs. AMD’s Open Efficiency
CES 2026 Watch: Electric Vehicles Retreat, AI Humanoid Robots Take Center Stage
Nvidia’s $5 Trillion Milestone and $20B Groq Play for the Edge
Beyond the Deck #17: The Art of the Strategic Turn: Executing a Successful Pivot