Briefing

The current divergence between the AI-driven economy and the traditional brick-and-mortar economy raises a question that is haunting investors: are we witnessing the dawn of a new industrial revolution or simply inflating another bubble reminiscent of the dotcom boom of 2000? The semiconductor sector, especially the analog chipmakers that serve industrial automation and … [Read more...] about AI Economy vs. Brick-and-Mortar Economy: Boom, Bubble, or Breakthrough?

A shift is underway in investor psychology that is upending the software sector. The stock market is increasingly drawing a hard distinction between companies built natively around artificial intelligence and those attempting to retrofit AI into legacy workflows. For the latter group, no amount of branding, bolt-on features, or incremental upgrades is convincing Wall Street … [Read more...] about The Market’s Harsh Verdict on Software: Be Truly AI-First or Be Left Behind

For decades, Intel stood as the undisputed giant of microprocessors, its “Intel Inside” label etched into the memory of every consumer who owned a PC. But today, the company is a shadow of its former self, bleeding cash in its bid to reclaim semiconductor leadership, relying on government handouts to stay afloat, and struggling to win customers for its next-generation process … [Read more...] about Why Letting Intel Die May Be the Best Outcome for Technology and Markets

When Donald Trump greenlit the sale of downgraded U.S. AI chips to China in exchange for a 15 percent revenue share, it was pitched domestically as a shrewd, transactional win — America would cash in while keeping its most advanced technology under lock and key. But across the Pacific, the reaction was sharper, more political, and rooted in a sense of national dignity. In … [Read more...] about The 15% Humiliation Tax: Why Trump’s AI Chip Deal Struck a Nerve in Beijing