Can (Alan) C.

ASIC mining isn’t just some fancy tech—it's flipping the script on finance as we know it. Whether you’re a solo investor or a massive institution, you need to wake up to this. Understanding ASIC mining is the ultimate edge in a world that's moving faster than ever. Don’t sit on the sidelines—dive in, get educated, and dominate. The future’s here, are you ready to stay ahead? #BitcoinMining #Bitcoin #Innovation #TechTrends #FinancialRevolution

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Business Leaders and HR practitioners in Vietnam, you are invited to join Human Dynamic (Vietnam) upcoming webinar. Together with us to discover how leaders and HR professionals can develop a strategy to foster a healthy workplace culture from an ESG perspective. We look forward to having you to join with us. #HumanDynamic #OrganizationalCulture #ESG #Vietnam

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The TEPCO Power Grid (PG) announced on the 10th that it has started demonstrating the use of storage batteries to stabilize the transmission and distribution network in Tochigi Prefecture. Predict electricity supply and demand based on weather forecasts and system usage, and instruct power storage companies to store electricity on storage batteries and electric vehicles (EVs) when electricity exceeding the capacity of the power grid is likely to flow.

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China’s ecosystem in semicon China is reflecting its strategic priorities to reduce dependence on foreign technology and assert itself as a global leader in high-tech industries. overview of China’s progress and challenges 1. Chip Industry (Semiconductors) Key Players: SMIC (Semiconductor Manufacturing International Corporation): China’s leading chip foundry, focusing on mature and some advanced nodes (e.g., 28nm, 14nm, and 7nm). HiSilicon (Huawei): A major fabless company producing advanced chips, though export restrictions have curtailed its activities. Yangtze Memory Technologies Co. (YMTC): Specializes in NAND flash memory. ChangXin Memory Technologies (CXMT): Focuses on DRAM production. Investments: China has allocated over $150 billion in the “Made in China 2025” initiative to boost semiconductor self-reliance. 2. Capabilities and Gaps Strengths: Rapidly advancing in memory technologies (NAND and DRAM). Strong domestic market driven by consumer electronics and telecom demand. Challenges: Lags behind leaders like TSMC, Samsung, and Intel in advanced nodes (<7nm). Heavy reliance on foreign semiconductor equipment (e.g., EUV lithography machines from ASML). 3. Domestic Equipment Manufacturers Key Companies: Naura Technology Group: Specializes in etching and chemical vapor deposition (CVD) equipment. AMEC (Advanced Micro-Fabrication Equipment Inc.): Competes in etching tools and is gradually closing the gap with global peers. SMEE (Shanghai Micro Electronics Equipment): Works on lithography equipment but lags far behind ASML in EUV technology. 3. Technological Challenges: Dependence on U.S., Japanese, and European suppliers for critical components/ tools. Export controls under the U.S. CHIPS Act and allied restrictions (e.g., Japan, Netherlands) create hurdles. 4. Geopolitical and Economic Challenges U.S.-China Tech Rivalry: The U.S. has imposed export controls on advanced chips and semiconductor manufacturing equipment, hindering China’s access to cutting-edge technologies. 5. Future Outlook / my take Self-Reliance: China will likely focus on accelerating breakthroughs in domestic chip production, particularly in older-generation nodes. AI chips: There is no Self-reliance in AI without the equipment needed from ASML, TSMC or Support from NVIDIA. Own Development will take years and billions to be spent on Capex. Looks Like a big bet on who will survive longer without the other adversery - moneywise there is a lot at the chinese table but time runs out. No AI chips means no advanced manufacturing, telco, IT and everything down to warfare.

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The Rapid Growth and Future Prospects of the Battery Storage Business In recent years, as renewable energy adoption accelerates, the battery storage business has garnered significant attention. Particularly in Japan, the shift in energy policies and technological advancements have driven rapid growth in this market. **Fundamentals of the Stationary Battery Business** Operators of battery storage facilities are allowed to participate in multiple trading markets, which enables them to secure diverse revenue streams. Examples include wholesale electricity markets, demand response markets, and capacity markets, where different values (kW value, ΔkW value, kWh value) are traded. Even small-scale storage facilities can enter the market through Virtual Power Plant (VPP) aggregators, allowing smaller operators to engage in large-scale market transactions and broaden their revenue opportunities. **Diversity in Battery Storage Business Models** The battery storage business encompasses various models. These include large-scale grid-connected battery systems, aggregation-based models, market revenue-centered approaches, and those focused on fixed income from long-term decarbonization power auctions. When selecting a business model, it is crucial to consider the company's risk-return profile and the synergy with other businesses. Additionally, analyzing future market prices and predicting long-term revenues is essential, given the typical 15-20 year project lifespan. **Market Strategy and Profitability** Key revenue strategies in the battery storage business include arbitrage, participation in demand response markets, and capacity markets. - **Arbitrage**: This strategy involves storing electricity when prices are low and selling it when prices are high. It may also include trading power across different markets. - **Demand Response Markets**: These markets reward battery storage operators for balancing real-time supply and demand. Batteries supply power when demand is high and charge when demand is low, earning compensation from utilities or grid operators. These markets ensure long-term electricity supply by providing payments for maintaining grid stability. Battery storage is recognized as part of the electricity supply capability and receives compensation from grid operators. These strategies allow battery storage facilities to secure diverse revenue streams while contributing to grid stability. The battery storage market is expanding rapidly, driven in part by a 90% reduction in lithium-ion battery prices since 2010. This price drop has reduced installation costs, potentially lowering energy costs by up to 80% in commercial and industrial segments. Additionally, private equity investments have been robust, with a global total of approximately $5.2 billion invested in battery storage companies in 2023, indicating strong future prospects for the battery storage business. https://lnkd.in/gYzQTxeg

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先日洪水予報ソリューション「Water Vision」β版をリリースいたしましたが、こちらの活用に向けた実証実験を行った事例として、新潟県関川村での取り組みの概要とユーザ様のインタビュー動画を公開いたしました！ 実際に2年前に発生した洪水を振り返りながら、いつ時点で何がどれくらい予測ができていて、どう活用し得たのか議論できたことは、将来実際に発生しうる被害の軽減に向けて大きなステップとなったと感じております。 また課題も見えてきておりおりますので、まだまだ頑張らねば・・・！ ご協力頂いた関川村役場の皆様、またご支援頂いたPwC財団の皆様、技術連携させて頂いているJAXA/東大の皆様にこの場を借りて改めて御礼申し上げます。 https://lnkd.in/g6VfnYmv --- We recently released the beta version of our flood forecasting solution "Water Vision", and as a case study of a demonstration experiment for its use, we have released an overview of the project and a video interview with a user in Sekikawa Village, Niigata Prefecture! Looking back on the actual flood that occurred two years ago, we were able to discuss what, when and how accurately we were able to predict, and how we were able to utilize them for decision making, which we feel was a major step toward reducing the damage that could actually occur in the future. We are also finding some issues that we still need to work on. We would like to take this opportunity to thank the Sekikawa Village Office for their cooperation, the PwC Foundation for their support, and JAXA and the University of Tokyo for their technical collaboration. https://lnkd.in/g6VfnYmv

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Did You Know? Responding to increased semiconductor market demand and rapid technological innovations, Japan's Rorze Corporation is expanding its investment in Vietnam with a $330 million injection into its subsidiary, Rorze Robotech Co., Ltd. The planned new facility in Haiphong will start construction in spring 2026 and aims to be operational within 12 months, doubling Rorze’s production capacity in Vietnam. This move is part of Rorze’s strategy to enhance its manufacturing capabilities for motor control equipment and robots, and to establish a flexible, sustainable mass production system. 🇯🇵🔧🤖 More: https://lnkd.in/gQGgCfJJ 🔀 CEL Route-To-Market program is an outside-in approach to define who and where your future customers will be and how you can be serving them most optimally. Explore: https://lnkd.in/eJtyWpi CEL Demand Supply Alignment  www.cel-consulting.com #CEL #Demand #Supply #Alignment 

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🌟 South Korea's Semiconductor Industry: Leading the Global Tech Race 🌟 South Korea continues to assert its dominance in the global semiconductor industry, with recent developments showcasing the country's commitment to maintaining its competitive edge. As a key player in the tech world, South Korea’s advancements in semiconductor technology are critical not just for the nation’s economy but for the global supply chain. Key Highlights: 1. Innovation at the Core: South Korea’s semiconductor industry is driven by relentless innovation, with companies investing heavily in R&D to stay ahead of the curve. This focus on cutting-edge technology is crucial as the demand for advanced chips continues to grow across various sectors, including AI, automotive, and consumer electronics. 2. Strategic Investments: The South Korean government and leading tech giants are making strategic investments to enhance semiconductor production capabilities. These investments aim to boost manufacturing efficiency, develop next-generation chips, and secure the country's position as a global leader in the semiconductor market. 3. Global Supply Chain Impact: As a major supplier of semiconductors, South Korea plays a pivotal role in the global tech ecosystem. Any shifts in its production capacity or technological advancements have far-reaching implications, affecting everything from consumer electronics to automotive manufacturing worldwide. 4. Economic Growth and Job Creation: The semiconductor industry is a significant contributor to South Korea’s economic growth, generating substantial revenue and creating high-value jobs. The sector's continued expansion is expected to further bolster the country’s economy and enhance its global economic influence. 5. Challenges and Opportunities: While South Korea’s semiconductor industry is thriving, it faces challenges such as global competition, supply chain disruptions, and geopolitical tensions. However, these challenges also present opportunities for innovation and strategic partnerships, which can drive further growth and development. Implications for the Global Tech Industry: - Technological Leadership: South Korea's advancements in semiconductor technology solidify its position as a leader in the global tech industry. - Supply Chain Stability: The country's role in the semiconductor supply chain is crucial for the stability and growth of various tech sectors around the world. - Future Prospects: With continued investment and innovation, South Korea is poised to remain at the forefront of the semiconductor industry, shaping the future of global technology. 🔗https://lnkd.in/gHfBPGmd) #Semiconductors #SouthKorea #TechInnovation #GlobalSupplyChain #EconomicGrowth #R&D #TechnologyLeadership

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📢 Viet Nam's semiconductor industry revenue is estimated at US$18.23 billion in 2024, a year-on-year increase of 11.5 percent. ➡️ Viet Nam's semiconductor supply chain is in its early development stage, focusing on two main areas: chip design and assembly, packaging and testing. ➡️ There have been 174 FDI projects in semiconductor sector in Viet Nam with total registered capital of approximately US$11.6 billion. #investvietnam #tradevietnam #ipavietnam

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Sharing this insightful post about Japan's healthcare spending reaching ¥47 trillion ($320 billion) in FY 2023—a 2.9% increase from the previous year. The growing 75+ population, driven by aging baby boomers, and a 5.4% rise in drug expenditure are key factors in this upward trend. The challenge of balancing innovation with affordability in the face of these trends cannot be overstated. As the system grapples with these pressures, ensuring sustainable healthcare for future generations remains a critical priority. #Healthcare #NHI #Japan #Sustainability #Innovation

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Australia's role in the global semiconductor supply chain and Macquarie University new Silicon Platforms Lab were key topics of discussion at the recent Macquarie Park Semiconductor Summit. The keynotes and panels touched on key themes including: 🛜 Australia's history of semiconductor innovation and commercialisation from wi-fi to Morse Micro 🔋 The new support and design services which will be available at the new Silicon Platforms Lab at Macquarie University with Atto Devices 🦾 The opportunity for Australia to focus on fabless semi design and IP over trying to compete on commoditised large scale manufacturing.  ⚗️ Lived experience of innovative Macquarie Park firms and researchers with medtech devices, digital inkjet printing and synthetic biology convergence. 🥽 CSIRO Lindfield Collaboration Hub new Quantum Device Packaging Facility for industry collaboration. Thanks to Investment NSW for sponsoring and for Macquarie University Incubator, Lindfield Collaboration Hub and Semiconductor Sector Service Bureau (S3B) for partnering on the event, look for more semi related events in 2025. Check out the event highlights in the video. Mike Boers Neil Weste David Skellern Jafar (Seyed-R) Shojaii Dan Johnson Melissa Ryan James Linton Nadia Court Anna Gurevich Advanced Manufacturing Readiness Facility Ben Kitcher Saluda Medical Peter Single Memjet Technology Angus North ARC Centre of Excellence in Synthetic Biology Paige Erpf Office of the NSW Chief Scientist & Engineer Katie Green David Mitchell Pasquale Aliberti Jill Freyne BluGlass Limited (ASX: BLG) Josh Brown Cochlear Nanosonics

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