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Cortex Advisory Research Note #2: Semiconductors Will Grow 90% This Year; Half the iIndustry is Still at the Bottom
WSTS puts the 2026 market at a record $1.51 trillion. The number is right — and it will mislead you, because it sums two industries moving in opposite…
Jul 9
•
Alan Chen
2
Dr. Change Column #2: The Rebirth of the No. 2 Semiconductor Foundry in Taiwan -- United Microelectronics Corporation (UMC)
In the development history of Taiwan’s semiconductor industry, the “love-hate relationship” between the twin titans—TSMC and UMC—presents one of the…
Jul 8
•
Dr. Change (CY Huang)
4
1
How Taiwan Integrates Semiconductors and AI to Power the Future of Precision Health
Dr. Pan-Chyr Yang Outlines Why Keeping the Healthy Well Beats Treating the Sick—and How Taiwan’s Tech Ecosystem is Architecting the Shift
Jul 7
•
Judy Lin 林昭儀
4
1
1
TSMC, Quanta, and Lite-On Inject $21B+ into US AI and Chip Supply Chains
Taiwan approves massive outbound investments, bringing advanced packaging and AI server infrastructure to American soil.
Jul 2
•
Judy Lin 林昭儀
3
1
Cortex Advisory Research Note: Grading 7 Semiconductor Predictions 6 Months Later
The boldest bearish call of late 2025 just got proven wrong. But the real signal isn't who missed — it's that the market missed in one direction.
Jul 2
•
Alan Chen
3
Dr. Change Column #1: Why Foxconn is Taiwan's Best Sovereign AI Stock
From Hardware to Sovereign AI: Why Foxconn Is Becoming an AI Infrastructure Powerhouse
Jul 1
•
Dr. Change (CY Huang)
3
Beyond Moore’s Law: How Advanced Packaging May Become the New Geopolitical Chessboard
How the Post-Moore’s Law Era and Apple's CXMT Lobbying Signal a New Paradigm of Weaponized Interdependence
Jun 29
•
Judy Lin 林昭儀
5
1
AI Startup Cortex Advisory Builds “External Brains” for Enterprises
Inside the Runtime Pipeline: Using Multiple AI Agents and "Red vs. Blue Team" Debates to Turn Supply Chain Noise into Actionable Competitive…
Jun 24
•
Judy Lin 林昭儀
2
The Silicon Corridor North: Why Toronto and York Region Offer the Definitive Gateway for Taiwanese Tech R&D and Design Centers
As global tech leaders rush to secure North American footprint options for chip design, hardware infrastructure, and AI, a powerful alternative to…
Jun 16
4
SpaceX's IPO Could Trigger the Biggest Capital Rotation Since Tesla
A flood of investor money into SpaceX, OpenAI, and Anthropic is creating unprecedented liquidity pressures, shaking Asian stock markets and challenging…
Jun 11
•
Judy Lin 林昭儀
2
2
17:50
French Deep-Tech Startup Dracula Aims to Eliminate IoT Batteries with Customized Indoor Solar Cells
As global conversations at Computex heavily favor data-hungry artificial intelligence and massive server infrastructures, French deep-tech startup…
Jun 9
•
Judy Lin 林昭儀
4
From Laptops to Life-Saving AI: Acer’s Pivot to Fix the Global Doctor Shortage
How Acer Diversifies into Medical Tech and Scalable AI for a Super-Aging World
Jun 8
•
Judy Lin 林昭儀
3
1
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