Ryuichi Sakamoto
Professor
Published Articles
Tue Mar 10 2026
T Glass Expansion: Is Nittobo's Supply Enough for TSMC CoWoS Demand?
Nittobo's T Glass expansion targets 2X capacity, but projections indicate it may not meet TSMC's surging CoWoS advanced packaging demand.
Tue Mar 10 2026
Resonac (4004 JP): Global Leader in AI Semiconductor Materials
Discover Resonac (4004 JP), a global leader in AI and semiconductor materials with many #1 key back-end materials. Learn about its CY2026 outlook.
Sun Feb 08 2026
AI Power at cusp of inflection point
Discover how surging AI power demand is creating an inflection point in the semiconductor industry; 8-inch fabs crucial for HVDC/high-voltage BCD chips
Sun Dec 07 2025
Switch vs. Server: ODM, EMS, OEM Comparison & AI Cycle Investment Outlook
Analyze Switch and Server ODM, EMS, OEM performance in the AI cycle. Discover key investment drivers like ROE, memory cost impact, competition, and identify preferred segments like Switch ODM for higher returns.
Sat Mar 23 2024
What are the most common mistakes that portfolio managers usually make?
Knowing some common mistakes will help you improve portfolio performance
Fri Mar 01 2024
Why Taiwan tech companies can catch up with US companies in the long run
How accounting principle changed the competitiveness of tech countries across Pacific
Sat Feb 03 2024
Networking in AI
Change of networking in AI