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Exclusive: Episil’s J. H. Shyu on Wolfspeed’s Collapse, Navitas’s Surge, and NVIDIA’s SiC Power Play
Liang-rong Chen
Jun 19
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Tech Taiwan
6
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Tech Taiwan 胡說科技
Exclusive: Episil’s J. H. Shyu on Wolfspeed’s Collapse, Navitas’s Surge, and NVIDIA’s SiC Power Play
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Semiconductor Analyst Jonah Cheng: 3 AI Supply Chain Shifts to Watch
Liang-rong Chen
Jun 12
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Tech Taiwan
12
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Tech Taiwan 胡說科技
Semiconductor Analyst Jonah Cheng: 3 AI Supply Chain Shifts to Watch
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TSMC’s Next-Gen CoWoS Hits Like a Death Note for Delta and Infineon
Liang-rong Chen
Jun 5
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Tech Taiwan
18
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Tech Taiwan 胡說科技
TSMC’s Next-Gen CoWoS Hits Like a Death Note for Delta and Infineon
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May 2025
The Biggest Winner in the Liquid Cooling Boom: NVIDIA’s Most Mysterious Unlisted Supplier in Taiwan
Liang-rong Chen
May 29
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Tech Taiwan
3
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Tech Taiwan 胡說科技
The Biggest Winner in the Liquid Cooling Boom: NVIDIA’s Most Mysterious Unlisted Supplier in Taiwan
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Exclusive | TSMC’s Chief Scientist H.-S. Philip Wong: Long-Term Containment of China Won’t Work, Taiwan Faces a Talent Crisis
Liang-rong Chen
May 22
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Tech Taiwan
37
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Tech Taiwan 胡說科技
Exclusive | TSMC’s Chief Scientist H.-S. Philip Wong: Long-Term Containment of China Won’t Work, Taiwan Faces a Talent Crisis
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2
One Single Slide at TSMC’s Forum Reveals the Fate of Apple-Linked Stocks
Liang-rong Chen
May 15
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Tech Taiwan
2
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Tech Taiwan 胡說科技
One Single Slide at TSMC’s Forum Reveals the Fate of Apple-Linked Stocks
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2
How Micron Completed The Most Critical Part of TSMC’s CoWoS Next to a Taiwanese Theme Park
Liang-rong Chen
May 8
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Tech Taiwan
7
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Tech Taiwan 胡說科技
How Micron Completed The Most Critical Part of TSMC’s CoWoS Next to a Taiwanese Theme Park
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Darth Vader in Semiconductor Industry: How the Turncoat and the Loyalist of TSMC Shaped the Global Chip War
Liang-rong Chen
May 1
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Tech Taiwan
14
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Tech Taiwan 胡說科技
Darth Vader in Semiconductor Industry: How the Turncoat and the Loyalist of TSMC Shaped the Global Chip War
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April 2025
Exclusive! How H20 Ban Is Fueling “China’s Nvidia”: Cambricon and SiCarrier’s Disruption of the Chip Supply Chain
Liang-rong Chen
Apr 24
•
Tech Taiwan
10
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Tech Taiwan 胡說科技
Exclusive! How H20 Ban Is Fueling “China’s Nvidia”: Cambricon and SiCarrier’s Disruption of the Chip Supply Chain
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TSMC’s Tariff Impact to Emerge in 2026 | Lisa Su Wins the 2nm Race Ahead of Intel, but Can’t Catch Up With Nvidia?
Liang-rong Chen
Apr 18
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Tech Taiwan
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TSMC’s Tariff Impact to Emerge in 2026 | Lisa Su Wins the 2nm Race Ahead of Intel, but Can’t Catch Up With Nvidia?
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Blame Nvidia? Why Taiwan Faces Higher Reciprocal Tariffs Than Japan and South Korea
Liang-rong Chen
Apr 10
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Tech Taiwan
3
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Tech Taiwan 胡說科技
Blame Nvidia? Why Taiwan Faces Higher Reciprocal Tariffs Than Japan and South Korea
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2
Spring Break Bonus: Intel vs. TSMC 2nm War Begins! Plus UMC–GlobalFoundries Merger Rumors
Liang-rong Chen
Apr 3
•
Tech Taiwan
4
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Tech Taiwan 胡說科技
Spring Break Bonus: Intel vs. TSMC 2nm War Begins! Plus UMC–GlobalFoundries Merger Rumors
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