Keep pulling the thread on Rick Tsai.
Rick Tsai believes the level of investment in AI is an order of magnitude higher than the investment seen during the internet or mobile phone eras.
Rick Tsai believes AI will have a bigger positive business impact on the semiconductor industry than the mobile phone or internet eras did.
In 1976, Taiwan's government strategically chose to focus its new semiconductor program on CMOS technology, which was not the mainstream technology at the time.
Taiwan holds between 92% and 95% of all leading-edge semiconductor manufacturing capacity.
MediaTek, which was previously a China-centric company, is now rapidly expanding its business in the United States.
Rick Tsai does not believe a serious military confrontation will occur between China and Taiwan.
Rick Tsai believes that U.S. export controls have unintentionally caused China's domestic semiconductor industry to accelerate its progress by a factor of three.
A key part of MediaTek's successful 5G strategy was the decision to not invest in millimeter wave technology, which Rick Tsai learned was not commercially viable from his time at Chunghwa Telecom.
Since Rick Tsai became CEO, MediaTek's revenue has increased by over 100% and its profits have increased four-fold.
MediaTek is executing a strategic pivot from being a connectivity-focused company to a computing-focused company.
MediaTek is collaborating with NVIDIA on computing products for both edge and data center applications.
Rick Tsai believes that globalization is not over and that a globalized semiconductor supply chain will persist despite regionalization trends.