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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
Huawei Discloses Mass-Production Test Data and Roadmaps in "Tau Law V2" Paper
TSMC and Intel maintain a significant, multi-generation logic leadership lead, but China is surely steadily progressing.
Jul 5
•
Judy Lin 林昭儀
3
1
Anthropic Explores Custom 2nm AI Chip with Samsung, Intensifying the Race Beyond Nvidia
Anthropic's exploration of a Samsung-made AI chip signals that the future of AI competition extends far beyond model development
Jul 3
•
Judy Lin 林昭儀
3
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
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
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
How China Smuggles Restricted ASML EUV Hardware Despite US Restrictions
Unexplained Shifts in ASML's Regional Sales Data Warrant Urgent Regulatory Investigation
Jun 21
•
Judy Lin 林昭儀
4
3
23:11
The Politics of Silicon: The Market Illusion Behind Apple’s "Entry-Level" Deal with Intel
When President Donald Trump took to Truth Social to drop a massive semiconductor bombshell, Wall Street didn’t wait for corporate press releases.
Jun 18
•
Judy Lin 林昭儀
4
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
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