Columns

Beyond the Deck #43: The Systemic Entrepreneur - Why Building a Machine Beats Being a Hero

How tomorrow's founders are replacing hustle with architecture to build lasting advantage

18 hrs ago

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

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)

Beyond the Deck #42: Sometimes Your Highest Performer Should Be Fired

Ask yourself: If this person resigned tomorrow, would your reaction be panic — or a secret, profound sense of relief?

Jul 6 • Jenny W. Hsu

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

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)

IP Insight: What Defensive Leverage Does TSMC Hold Against HPE's Infringement Claim? (Part 2)

In the global semiconductor supply chain, patent litigation has always been an extension of commercial competition.

Jun 30 • Cecilia Liu

Beyond the Deck #41: Management Is a Skill, Leadership Is an Inside Job

What first-time managers in tech get wrong — and what emotional intelligence fixes.

Jun 29 • Angela Lau

Beyond the Deck #40: The Art of Saying No

How to Stop Drowning in Distractions and Start Building What Matters

Jun 22

Beyond the Deck #39: How To Be the Most Interesting Person in the Room? Talk Less

Follow-up questions signal that you were listening. That's how relationships are built.

Jun 15 • Jenny W. Hsu

IP Insight: Why the Latest Patent Lawsuit Won’t Easily Break TSMC’s Shield (Part 1)

The global semiconductor landscape is no stranger to legal warfare, but the latest U.S.

Jun 14 • Cecilia Liu

Beyond the Deck #37: Anthropic Wants to Save the World. It Also Wants to Go Public

Why AI Needs Emotional Intelligence to Move Forward Responsibly

Jun 8 • Angela Lau

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