Semiconductors
Asia Leaders
Lip-Bu Tan Has Put Intel Back on an Engineering Clock. The Foundry Still Has to Find Customers
Lip-Bu Tan has restored discipline and delivered Intel 18A into production. The company’s future now turns on whether 14A can win the external volume that its fabs—and its identity—require.
Asia Leaders
SK hynix Found Its AI Moment Under Kwak Noh-Jung
A FigureAsia examination of how Kwak Noh-Jung is positioning SK hynix for the next phase of semiconductors.
Asia Leaders
TSMC Became the Factory the AI Economy Cannot Do Without Under C.C. Wei
A FigureAsia examination of how C.C. Wei is positioning TSMC for the next phase of semiconductors.
Asia Leaders
Kazuma Sekiya Runs the Semiconductor Company That Wins by Cutting Things Apart
A FigureAsia examination of how Kazuma Sekiya is positioning Disco for the next phase of semiconductors.
Asia Leaders
AI Chips Have Turned Testing Into Douglas Lefever’s Bottleneck
A FigureAsia examination of how Douglas Lefever is positioning Advantest for the next phase of semiconductors.
Asia Leaders
Lisa Su’s Multi-Gigawatt Breakthrough Leaves AMD With a Taiwan-Sized Delivery Challenge
Lisa Su has secured multi-generation AI infrastructure commitments that could change AMD’s position. Its MI450 and Helios ramp will determine whether those contracts become a durable second platform.
Asia Leaders
Jensen Huang Turned Nvidia’s Chip Lead Into National Infrastructure. Japan Will Test the Economics
Nvidia’s record growth has given Jensen Huang the power to define whole AI systems. Japan’s new national physical-AI infrastructure will show whether that platform can create industrial value beyond the data centre.
Asia Leaders
Tokyo Electron Sits at the Quiet Center of Toshiki Kawai’s Chip Boom
A FigureAsia examination of how Toshiki Kawai is positioning Tokyo Electron for the next phase of semiconductors.
Asia Leaders
Hock Tan’s $35 Billion AI Platform Moves Broadcom Closer to Its Biggest Customers—and Their Risks
Hock Tan has expanded Broadcom’s custom-chip model into gigawatt-scale infrastructure financed by Apollo and Blackstone. Its power comes with customer, supply and deployment concentration.
Asia Leaders
Natarajan Chandrasekaran Is Wiring Tata From Chips to AI Agents. Capital Discipline Must Hold the Stack Together
Natarajan Chandrasekaran is positioning Tata across the physical and software layers of artificial intelligence. The strategy could deepen India’s technology capacity, but only if demand, energy and execution keep pace with investment.