Independent Research on AI Infrastructure,
Taiwan Supply Chains, and Technology Ecosystems.

Independent Research on AI Infrastructure, Technology Ecosystems, Global Supply Chains, and Emerging Technologies.

Mapping the hidden companies, materials, and infrastructure powering the global AI economy.

Current Research

Season 2 — The Power Stack

A four-part research series tracing a watt of electricity
from the power grid to modern AI servers.

Featuring:

  • Voltronic Power (Facility UPS)
  • Lite-On Technology (Power Supply)
  • ANPEC Electronics (Power IC)
  • Taiwan Glass (PCB Materials)

Exploring the hidden power infrastructure behind AI.

A four-part research series mapping the hidden power AI infrastructure behind modern AI systems.
A four-part research series mapping the hidden power AI infrastructure behind modern AI systems.

Read Latest Research
Access Season 2 Bundle

Latest Analysis

FunNow IPO Signals a New Era for Taiwan’s Software Industry
The FunNow IPO could mark a turning point for Taiwan's software industry as the company expands across Asia through M&A, marketplaces, and AI.
Taiwan Civil Service Shortage: How the Tech Boom Is Reshaping Talent Distribution
Taiwan’s civil service shortage is rising as the semiconductor and AI boom reshapes talent distribution. Explore how the tech industry is pulling talent away from …
Taiwan AI Startups: How AI Is Rewriting the Geography of Entrepreneurship
Discover how Taiwan AI Startups are redefining global entrepreneurship in the AI era. Learn why more founders are heading directly to Silicon Valley, how AI …
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Taiwan Tech Intelligence is a research-driven series exploring the companies, materials, and infrastructure behind global AI systems — beyond what is typically covered in mainstream analysis.

Designed for investors, operators, and technology professionals.

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