The semiconductor industry's decades-long strategy of shrinking transistors faces diminishing returns, forcing companies to explore alternative technologies for competitive advantage in the post-Moore's Law era

While China's Ministry of Industry and Information Technology (MIIT) recently announced updates on deep ultraviolet (DUV) lithography, Shanghai Micro Electronics Equipment (SMEE) also disclosed its 2023 patent applications related to extreme ultraviolet (EUV) technology, along with the publication of patents filed in September 2024

In the prior article, we compared the evolution of the Internet to that of today's large language models (LLMs), particularly examining Internet packets and LLM tokens. We noted parallels in infrastructure and business model development. By analyzing packets' evolution, we aimed to forecast the future trajectory of tokens in AI, projecting potential impacts on product design, service models, and industry value chains

In the US-China trade war, the focus of US pressure has been on curbing the development of China's high-tech sectors—especially semiconductors, artificial intelligence (AI), and quantum computing, with the first two being closely intertwined

As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the critical importance of these elements in global geopolitics and technological competition. This article analyzes the strategic value of Rare earth elements (REEs), the context of the China-US rivalry, and Taiwan's strategies for addressing these challenges

Since the 20nm node, advancements in DRAM process technology have decelerated, with development from 19 to 11nm occurring in small, 1 to 2nm steps across several nodes labeled from 1x to the forthcoming 1d

Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading market share product in the semiconductor industry

Exploring the evolution of information technology highlights intriguing similarities between the internet's core transmission unit, the packet, and the token, which is fundamental to today's AI-driven large language models (LLMs). By examining the development of packets, we can predict the future of token-based technologies and their impact on product development, service models, and industry value chains

Texas is pioneering advanced energy storage technologies as part of a broader push to enhance grid stability and expand renewable capacity, addressing growing power demands — including from data centers projected to consume 9% of the US electricity by 2030

The Trump administration is disrupting US energy policies with executive orders that roll back clean energy initiatives and emphasize fossil fuels. In February, Trump established the National Energy Dominance Council to guide energy policy, highlighting traditional resources while notably excluding wind and solar power

In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments and direct ownership

Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents