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TechSoda
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Check out our insights and in-depth reports on semiconductor, optical, digital, and AI industries.
AMD CEO Lisa Su gave a talk in Taiwan and shared insights on DeepSeek impact on AI competition.
open.substack.com/pub/techsoda...
Lisa Su at NTU: AI, DeepSeek, and Taiwan’s Edge in Uncertain Times
Insights on AI, Semiconductors, and Leadership
open.substack.com
April 15, 2025 at 5:03 AM
The end game of US-China chip war is still not in sight.
substack.com/@techsoda/no...
China Tweaks Origin Rules to Dodge 125% Tariffs on US Semiconductors
The Risk for Chip War Escalation is Rising
substack.com
April 12, 2025 at 10:09 AM
This article is a collaboration between TechSoda and SemiVision. We offer the latest developments in semiconductor companies’ talent recruitment plans and insights for students who aspire to make an impact in the industry.
open.substack.com/pub/techsoda...
Chip War Intensifies: Countries and Semiconductor Companies Fight for Talent
A Collab Project by TechSoda and SemiVision
open.substack.com
March 31, 2025 at 2:09 AM
Our co-authored article with AiSupremacy on #DeepSeek. Subscribe and share if you fine our information useful and interesting.
open.substack.com/pub/aisuprem...
🌊 China’s DeepSeek AI Shakes Up the Game
Stock market impact, Nvidia falls, Implication on US Dominance, Nvidia and TSMC. Deep dive on founder, researchers, & other details.
open.substack.com
January 30, 2025 at 4:32 AM
Intel's actionable turnaround advice from external experts in the semiconductor industry.
open.substack.com/pub/techsoda...
What Intel Needs to Turn Around
Intel is facing mounting challenges as it scrambles to recover from the fallout of CEO Pat Gelsinger’s abrupt departure.
open.substack.com
December 9, 2024 at 2:46 AM
It’s fitting that TSMC founder Morris Chang chose to release his book just before Thanksgiving—a tribute to the spirit of gratitude for the many who played a part in this extraordinary journey.

techsoda.substack.com/p/tsmc-found...
TSMC Founder Morris Chang’s Autobiography Part 2 is Out! Here are the Highlights
Few leaders have shaped the modern semiconductor industry as profoundly as Morris Chang, the visionary founder of Taiwan Semiconductor Manufacturing Company (TSMC).
techsoda.substack.com
December 2, 2024 at 11:10 AM