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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
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
6
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
Why Canada’s Century-Old Applied Tech Institute is the Missing Piece for Taiwan’s Industrial Globalization
Armed with a century-long industrial legacy and elite backing from the Canadian federal government, Canada’s Southern Alberta Institute of Technology…
Jun 12
2
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
Beyond the Deck #36: The Pre-Exit Fog
Why promising startups stall 6–12 months before a potential acquisition, and how to break through.
Jun 1
2
Taiwan's Skymizer Unveils World's First Edge AI Inference Chip HTX 301
How a software-first approach cracks AI's 'memory wall' at 1% of the power with 28nm semiconductor process.
May 30
•
Judy Lin 林昭儀
4
1
How UK Startup Beebolt Is Reinventing Semiconductor Supply Chains with AI
Exclusive Interview with Thelma Onyeka, Co-Founder and Co-CEO of Beebolt
May 26
•
Judy Lin 林昭儀
5
3
De-Risking Next-Gen Semiconductor Innovation and Building North America’s Secure Defense Hub in Edmonton, Canada
As the global semiconductor industry grapples with capacity bottlenecks, soaring capital expenses, and escalating geopolitical tensions, an unexpected…
May 26
5
Huawei’s Chip Breakthrough: Genuine Leap or Strategic Hype?
Can Huawei Really Beat U.S. Sanctions with a New Chip Breakthrough?
May 26
•
Judy Lin 林昭儀
8
1
Refusing the Trojan Horse—Audrey Tang’s 2040 Vision For A ‘Transparent’ AI Future
While Silicon Valley tech bros argue over AI "doomsday panels" vs. corporate monopoly, Audrey Tang predicts True AGI won't be a solitary silicon god—it…
May 19
•
Judy Lin 林昭儀
4
2
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