Research

Research here is organized by thesis and open questions, not by publication date. Two clusters are live:

• AI Infrastructure — Compute supply chains, deployment constraints, and where capital spending becomes durable margin.

• Semiconductors — HBM, CoWoS, advanced packaging, and the manufacturing logic of competitive leverage.

Doctoral dissertation — Industrial Competitiveness and Innovation: A Comprehensive Analysis of Globally Engaged Taiwan-Listed Companies (EDBA, HEC Liège, 2025).