by Ekrem Duman | Aug 25, 2026 | Taiwan Company Stories, Taiwan Semiconductors & Foundry
⚡ TL;DRUMC was Taiwan’s first semiconductor company and TSMC’s original rival — and after losing the leading-edge race it made the industry’s smartest retreat, abandoning the node arms race in 2018 to become a highly profitable specialist...
by Ekrem Duman | Aug 25, 2026 | Taiwan Company Stories, Taiwan Semiconductors & Foundry
⚡ TL;DRTSMC invented the pure-play foundry — a chip factory that competes with none of its customers — and turned that neutrality into the most consequential manufacturing monopoly of the modern economy, producing the leading-edge silicon behind...
by Ekrem Duman | Aug 23, 2026 | Startup
Anthropic filed confidentially for an initial public offering with the SEC on June 1, 2026, and investors are now positioning for a Nasdaq listing that could value the AI company at as much as $2 trillion — a number that would make it one of the largest public...
by Ekrem Duman | Aug 22, 2026 | Brazil Company Stories, Global Expansion & Trade
⚡ TL;DRBRICS is Brazil’s geoeconomic hedge institutionalized: from Goldman acronym to expanded eleven-member bloc with the Shanghai-based New Development Bank, currency-diversification experiments and a growing share of world GDP — the Global South...
by Ekrem Duman | Aug 22, 2026 | Brazil Company Stories, Global Expansion & Trade
⚡ TL;DRB3 is Brazilian capitalism’s pricing engine: the Sao Paulo exchange — Bovespa and BM&F’s 2008 merger, the B3 consolidation of 2017 — where foreign investors execute roughly half of equity turnover, the Novo Mercado governance...
by Ekrem Duman | Aug 22, 2026 | Brazil Company Stories, Global Expansion & Trade
⚡ TL;DRBrazilian multinationals are globalization’s under-told success: JBS running the world’s protein, Embraer’s jets on every continent, WEG’s motors in eighty markets, Gerdau’s American steel, Natura’s decade abroad,...
