In one week this month, the central processing unit became the story again. On October 12, AMD’s Lisa Su told the Open Compute Project summit that she had raised her forecast for the 2030 server CPU market three times in nine months, to more than $200 billion. On October 15, TSMC’s C.C. Wei told investors: […]
The post The return of the CPU appeared first on Asia Times.
I am writing this from Singapore, where the haze is back. For the uninitiated, smoke from fires several hundred kilometres away drifts over the island, the skyline turns the color of weak tea and the whole city checks its air-quality app with a devotion normally reserved for share prices. Nothing here is on fire. It […]
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Beijing has proposed banning exports of the technology used to make next-generation solar cells, a move that could complicate United States technology guru Elon Musk’s plan to expand into space solar power. The ban, which covers production technology for perovskite and tandem solar cell modules, is part of a proposal by China’s Ministry of Commerce […]
The post China next-gen solar tech curb to impact SpaceX AI computing plan appeared first on Asia Times.
Recent media reports projecting South Korea’s per capita GDP to surpass Japan’s have generated considerable excitement across the regional countries that see Korea as a role model. According to the IMF’s October 2026 projections, South Korea’s nominal GDP per capita could reach approximately $49,000 in 2027, compared with Japan’s $37,000-38,000. Its achievements in semiconductors, advanced […]
The post South Korea: A growing national crisis and a strategic warning appeared first on Asia Times.
A note before we start. What follows works through the innovation loops of the semiconductor world, sub-sector by sub-sector, with eight diagrams along the way. They are complicated, despite a fair amount of effort to make them otherwise. Anyone who wants to skip the loops and the slides can find the conclusions in two places: […]
The post The real loops of innovation appeared first on Asia Times.
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