Strategy Insights

Author

Han-Teng Liao

Here I document thoughts on technology roadmapping, global value chains, and socio-technical transitions.

Brussels Proved It Can Enforce Compliance at Scale

Taiwan’s Chipmakers Should Be Watching Closely
RegTech
FinTech
Semiconductor Industry

The EU’s record €550 million fine on Alibaba’s AliExpress is the latest data point in a pattern of proactive (if not aggressive) platform enforcement. The same institutional muscle — systemic risk assessment, third-party verification, algorithmic audit trails — is quietly being built for carbon compliance under CBAM, and Taiwan’s semiconductor exporters may be closer to its reach than they think.

Jul 21, 2026
Han-Teng Liao

The Dresden Bet

Why Infineon’s ‘World’s Largest’ Power Fab Doesn’t Settle the AI Power Race
AI Infrastructure
Semiconductor Industry

Infineon’s new Dresden fab is being read as proof of industrial leadership in AI-era power semiconductors. A closer look at the grid-to-core power stack suggests that claim is premature.

Jul 7, 2026
Han-Teng Liao
 

From ‘Electrons-to-Tokens’ Stacks to ‘Atoms-to-Values’ Circuits

A Regenerative Socio-Technical Roadmap for AI Infrastructure within Planetary Boundaries
AI Infrastructure
Circular Economy
Twin Transition
IEEE ICE 2026
SSbD

Reframing artificial intelligence infrastructure as a system-of-systems anchored within a metabolic, resource-parsimonious circuit.

Jun 4, 2026
Han-Teng Liao
 

Technology Roadmapping for the Twin Transition in Global Business Services

Bridging Green and Digital Strategies via Operational Airlocks
Global Business Service
Twin Transition
Technology Roadmapping
RegTech
IEEE ICE 2026

Synthesizing Technology Roadmapping and the ITU innovation toolkit to identify GBS units as strategic operational airlocks for multinational corporations.

Jun 2, 2026
Han-Teng Liao
 

Semiconductor Safe and Sustainable by Design (SSbD)

Architecting a 6-Layer System of Systems for Advanced Manufacturing
Semiconductor
SSbD
RegTech
Technology Roadmapping
IEEE ICE 2026

Announcing a novel six-layer System of Systems architecture integrating AI-driven metrology, supply chain ESG metrics, and federated industrial data spaces.

Jun 1, 2026
Han-Teng Liao
 

Trustworthy Smart Fabs via Professional Proxies

Scaling Safe and Sustainable by Design through Industrial Data Spaces
Smart Fabs
AI Agents
Trusted Execution Environments
International Data Spaces
SSbD

Addressing the Data Sovereignty Paradox using role-based autonomous agentic workflows operating within hardware-isolated trust zones.

May 27, 2026
Han-Teng Liao
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