https://sinclairhuang.org/research/ Recent content in Research on Sinclair Huang, HEC Liège, Executive DBA Hugo -- 0.152.2 en-us Sat, 01 Aug 2026 00:00:00 +0000 https://sinclairhuang.org/research/ai-infrastructure/ Sat, 01 Aug 2026 00:00:00 +0000 https://sinclairhuang.org/research/ai-infrastructure/ AI infrastructure research on compute supply chains, physical bottlenecks, deployment constraints, and where capital spending becomes durable margin. https://sinclairhuang.org/research/semiconductors/ Sat, 01 Aug 2026 00:00:00 +0000 https://sinclairhuang.org/research/semiconductors/ Semiconductor strategy research on HBM, CoWoS, advanced packaging, photonics, materials, and the manufacturing constraints that shape competitive leverage.