AnalysisOct 13, 202613 min readFree
Taiwan's semiconductor industry was not created by a single company or technological breakthrough. Its development involved government industrial planning, overseas knowledge acquisition, publicly supported research, engineers returning from the United States, and the emergence of commercial manufacturers. From ITRI's technology-transfer programme with RCA to the establishment of UMC and TSMC, Taiwan developed capabilities that later became essential to global electronics and advanced computing.
Today, TSMC manufactures chips for a broad international customer base, including companies developing leading AI accelerators and smartphone processors. Yet the industry's importance raises difficult questions about supply-chain concentration, industrial competition, geopolitical tensions, resource requirements and the growing cost of global manufacturing expansion. This analysis examines how Taiwan reached its present position, what its success reveals about building technological capability, and whether the industrial model that enabled its rise can sustain leadership in the decades ahead.
A.A. Taiwo- Semiconductors
- Compute
- AI
- Infrastructure
AnalysisOct 13, 20267 min readFree
New data from research firm IDC, reported by Reuters on October 13, 2026, shows Nvidia retaining the largest individual share of China's data-centre AI accelerator shipments in the first half of the year, but with domestic rival Huawei narrowing the gap. Nvidia shipped 678,000 accelerators, down 44% year over year, while Huawei shipped 572,000. The figures point to a changing market shaped by US export controls, Chinese industrial policy and demand for specialised AI processors. However, shipment shares alone cannot establish technological parity, computing efficiency or the long-term competitive position of either company.
AnalysisSep 29, 20264 min readFree
AMD’s planned $8.2 billion acquisition of World Labs brings one of the leading spatial-intelligence research teams inside a major semiconductor company. The deal points to a broader shift in AI infrastructure: chipmakers increasingly need to understand not only today’s models, but the computational demands of the models and physical-AI systems that may emerge next. This analysis examines what AMD is acquiring, why spatial intelligence matters to its compute strategy, and what the deal could mean for future AI hardware, software and data-centre workloads.
A.A. Taiwo- AI
- Compute
- Robotics
- Semiconductors
AnalysisSep 28, 20263 min readFree
NVIDIA’s Open Agent Safety Platform introduces a full-stack approach to securing autonomous AI agents, combining software-based policy enforcement with independent infrastructure-level monitoring. With more than 100 organizations participating, the initiative signals a broader shift in AI security: controlling what agents can access and execute may increasingly depend on the infrastructure beneath the model, not only on instructions and software guardrails.
A.A. Taiwo- Compute
- AI
- Infrastructure
- Semiconductors