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

The Power Stack: The Hidden AI Infrastructure Behind Every Nvidia GPU
Explore the hidden AI infrastructure behind every Nvidia GPU, from UPS systems and rack power to power ICs and advanced materials powering modern AI data …
Taiwan Semiconductor Economy: How AI Infrastructure Is Reshaping Taiwan’s Society
The Taiwan semiconductor economy is transforming far more than global supply chains. From AI infrastructure and talent concentration to housing, cities, and work culture, Taiwan’s …
From PCs to the Smart Home Market: Why Acer’s Move into Home Appliances Signals a Broader Industry Shift
Acer’s expansion into the smart home market reflects a broader industry shift from mechanical engineering to electronics and software-driven innovation, creating new opportunities for Taiwan’s …
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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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