Stimulating, Original, Dynamic, and Accessible Tech News and Insights covering Semiconductors, Optical, Digital, and AI Industries! © 2026 Judy Lin 林昭儀, All Rights Reserved
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 470 | Founded | 2 years ago | Last Issue | 6 days ago |
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Global Market Watch: TSMC is Localizing CoWoS Production to Shorten Cross-Border AI Chip Logistics
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I. Semiconductors
1. TSMC Earnings Preview: Capex and Advanced-Node Price Hikes in Focus as Analysts Raise Price Targets to NT$4,410
The story: Ahead of TSMC’s upcoming earnings call, foreign brokerages rem...
Beyond the Deck #52: Taiwan Has Everything a Semiconductor Startup Needs. Or Does It?
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I’m genuinely honoured to be joining the Beyond the Deck team and writing my first piece here.
I’ve spent most of my working life in semiconductors, much of it in and around the startup world, and along the way I’...
Global Market Watch: Potential Strike by Micron Taiwan Employees Could Disrupt 15% of Global Memory Supply
Credit: TechSoda
I. Semiconductors
1. Marvell Lifts FY31 Revenue Outlook to $70-90B, With Interconnect as the Growth Engine; TSMC, ASE, LuxNet Set to Benefit
The story: At its October investor day, Marvell projected $70-90 billion in FY...
Why Some Startups Win: Colin Hodge on Growth Psychology, Magic Moments, and Founder Inertia
Colin Hodge, bestselling author of Outrageous Startup Growth, will be in Taipei this November to co-host an exclusive event with three-time bestselling author Nir Eyal (Hooked, Indistractable, Beyond Belief). Titled “Why Some Startups Win:...
Global Market Watch: Lisa Su Visits 5 Key Partners in Taiwan to Secure Capacities
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I. Semiconductors
1. Lisa Su Makes Whirlwind Taiwan Visit as AMD Pledges to Expand US$10 Billion Taiwan Investment
The Story: AMD Chair and CEO Lisa Su arrived in Taiwan early on October 6 for a packed one-da...
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Authors
The writers behind this newsletter.
Journalist and International Business Researcher, Geopolitical Analyst for Semiconductor & AI, Startup Champion | 寫有溫度的故事 Writing tech stories with a human touch
Jenny W. Hsu is the Head Creator at Day 2 Studios, helping leaders achieve 10X growth through charismatic communication. She also a contributor for TechSoda’s "Beyond the Deck", a weekly column on leadership and storytelling.
Dr. Change (CY Huang) is a veteran strategist and investor with 40 years of expertise in macroeconomics, Taiwan’s semiconductor industry, and cross-border M&A.
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