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Dr. Change Column #7: Cracks in the Silicon Shield: Intel's EMIB Challenges TSMC's Packaging Monopoly
For most of the past three years, the AI hardware supply chain has run through a single chokepoint: TSMC’s CoWoS (Chip-on-Wafer-on-Substrate) advanced…
Aug 12
•
Dr. Change (CY Huang)
4
Dr. Change Column #6: The Battle for Compute: America vs. China’s Top 20 Unicorns of 2026
What the global clash for AI power means for Taiwan’s tech future.
Aug 5
•
Dr. Change (CY Huang)
4
Dr. Change Column #5: Kimi K3 Ignites the "Moonshot Moment": China's LLMs Challenge the Global AI Order
On July 17, 2026, Chinese AI startup Moonshot AI released its latest flagship model, Kimi K3, sending shockwaves through the global tech industry and…
Jul 29
•
Dr. Change (CY Huang)
6
Beyond the Deck #44: How Do You Explain Semiconductor to a Five-Year-Old?
Being correct is not enough. Your audience has to digest your message, remember it, and repeat it accurately to someone who was not in the room.
Jul 26
•
Jenny W. Hsu
6
Dr. Change Column #4: Can Engineering Genius Solve TSMC's Global Management Challenge?
TSMC’s latest promotion wave secures its technical future. But running a multi-national semiconductor giant requires more than world-class R&D.
Jul 22
•
Dr. Change (CY Huang)
5
Cortex Advisory Research Note #3: The real bottleneck in AI chips isn't capacity
Everyone assumes AI chips are scarce because they're hard to build. The most underrated shift of H1 2026 is that the bottleneck quietly moved — from…
Jul 16
•
Alan Chen
5
1
Dr. Change Column #3: CXMT's DRAM Mega-Expansion and the New Global Memory Order
How the Chinese memory giant is using massive capacity expansion and a potential Apple contract to challenge Samsung, SK Hynix, and Micron.
Jul 15
•
Dr. Change (CY Huang)
4
2
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
Jul 13
4
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
3
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)
5
1
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
4
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
4
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