Category: Electronics
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Productivity Without Jobs: The Paradox of Advanced Manufacturing in Developed Economies
Manufacturing in advanced economies has undergone a profound transformation over the last four decades. Once the backbone of mass employment, it has evolved into a capital-, technology-, and knowledge-intensive sector where output growth is increasingly decoupled from job creation. The experience of developed countries demonstrates a critical paradox: manufacturing productivity…
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Cracks Are Appearing in OpenAI’s Dominant Façade: A Historical, Critical & Futuristic Outlook
For nearly a decade, OpenAI symbolized the frontier of modern artificial intelligence—an institution that blended scientific ambition, Silicon Valley mystique, and a mission-driven narrative of “AI for all.” Its breakthroughs in large language models, multimodal systems, and safety research placed it at the center of the global AI race. But…
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India’s Electronics Manufacturing Takeoff: FTAs, Policy Shifts, and the Road to a US$500 Billion Industry
India’s electronics manufacturing sector is entering one of the most significant phases in its modern industrial history. For decades, India remained a large consumer of electronics but a relatively small producer in global value chains. Today, this balance is changing rapidly. New Free Trade Agreements (FTAs), deeper policy reforms, and…
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The Fear of an AI Bubble: Hype, History, and the Hard Questions Ahead
The world is living through an intense wave of excitement around artificial intelligence—an excitement that many analysts increasingly describe as bordering on a bubble. Global markets, corporations, investors, and governments have placed unprecedented faith in the power of AI to transform economies, reshape labour markets, and unlock new forms of…
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The Hidden Backbone of America’s Economy: Why Electronics Manufacturing Still Matters
For decades, the global narrative has been that the United States “lost” electronics manufacturing to East Asia. Images of assembly lines in China, semiconductor clusters in Taiwan, and display fabs in South Korea have dominated public imagination. Yet new data reveals a more complex and far more consequential reality: the…
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Europe’s Semiconductor Shock: A Historic Warning and a Futuristic Call for Supply-Chain Rewiring
The deepening semiconductor shortage facing Europe’s automotive sector is more than a temporary industrial disturbance — it is a historic reminder of how fragile modern manufacturing systems remain, even after decades of globalisation, automation, and digital sophistication. As wafer shipments linked to the Nexperia–China conflict risk drying up by mid-December,…
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AI, Satellites, and Edge: The Future Telecom Triad
The future of telecom networks stands at a defining moment in history — a transition from connected devices to connected intelligence. From the telegraph and Morse code in the 19th century to the digital revolutions of the 20th and 21st centuries, telecommunications have consistently reshaped human civilization. Each generation of…
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The World in Flux: Adapting to a New Phase of Structural Change
The global economy stands at a pivotal crossroads. From the transformative sweep of Artificial Intelligence (AI) to the reshaping of geopolitics, financial systems, and regulatory frameworks, the 2020s mark not just another business cycle but a structural realignment of the world order. History offers echoes of such turning points —…
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