Taiwan

Asia Leaders

Sanjay Mehrotra Turned Micron’s Memory Shortage Into Long-Term Contracts. Now He Has to Stop the Boom From Rebuilding the Glut

Sanjay Mehrotra has used AI-driven scarcity to secure five-year customer commitments and record margins at Micron. The harder task is expanding supply without financing the next memory glut.

Asia Leaders

Bom Kim Built Korea’s Fastest Commerce Machine. Taiwan and Farfetch Are Exposing the Cost of Expansion

Bom Kim made speed and reliability a habit in South Korean commerce. Coupang’s newer businesses are growing faster than the core, but their losses are testing the limits of the model.

Asia Leaders

Anthony Tan Is Taking Grab Beyond Southeast Asia. Taiwan Must Prove the Super-App Can Travel

Anthony Tan has made Grab profitable and faster-growing. Taiwan will test whether its mobility, delivery and financial-services operating system is portable beyond Southeast Asia.

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.