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Aixtron: The Growth Step (Pt.3)

Aixtron: The Growth Step (Pt.3)

Part 3 examines why epitaxial qualification — not hardware — is Aixtron's true moat, how InP substrate constraints gate capacity expansion, and why Veeco's competitive gains appear bounded enough that Aixtron can lose share while still growing into a much larger market.

20 min read 11 Jun 2026

Li Auto's Competitive Edge in UX, Autonomous Driving, Range Innovation, and Vertical Integration

23 min read 18 May 2025

Li Auto's Competitive Edge in UX, Autonomous Driving, Range Innovation, and Vertical Integration

Summary * Li Auto has carved out a differentiated middle-ground strategy by combining REEV practicality, premium UX, and a sensor-rich autonomy stack tailored to China’s real-world conditions. * Its vertically integrated charging network, in-house chip development, and end-to-end ADAS model position it as a credible

Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)

14 min read 26 Feb 2025

Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)

Summary * DeepSeek has multifold lower opex and cluster costs than Western rivals, but its total capex is likely a lot closer. * Despite US chip restrictions, DeepSeek has sustained its AI advancements through innovative training strategies. * DeepSeek is scaling up with potential outside funding and deeper collaboration with Huawei. Training One

Themes: Zero-Days & The Cybersecurity Industry (Pt.2)

cybersecurity landscape

13 min read 29 Oct 2024

Themes: Zero-Days & The Cybersecurity Industry (Pt.2)

Summary * In Part 1 we discussed the pervasive threat of zero-day vulnerabilities, which are suspected to have assisted Chinese hackers infiltrate the US wiretap system. * In Part 2 we discuss where the cybersecurity industry will evolve from EDR and what solutions may emerge to better protect against zero-day

Themes: Zero-Days & The Cybersecurity Industry (Pt.1)

cybersecurity landscape

13 min read 16 Oct 2024

Themes: Zero-Days & The Cybersecurity Industry (Pt.1)

Summary * A major cybersecurity breach by a China-backed hacker group infiltrated the US wiretap system, exposing critical infrastructure for months, highlighting the dangers of zero-day vulnerabilities. * We discuss the strategic dilemma that governments face when managing zero-day vulnerabilities and how it sets the stage for a precarious

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