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Insights
America Is Short 157,000 Chip Workers. The Talent War Just Moved to Asia
The binding constraint is no longer entry-level operators but the middle layer: ...
China Is Moving Its Solar Factories to the Gulf. The Executives to Run Them Aren't There
Chinese solar manufacturers are commissioning gigawatt-scale plants in the Gulf ...
China's 'Little Nvidias' Hit Profit. The Executive Bench to Scale Them Doesn't Exist
China's AI-chip firms reached profit, but go-to-market, developer-relations and ...
America Is Short 157,000 Chip Workers. The Talent War Just Moved to Asia
America Is Short 157,000 Chip Workers. The Talent War Just Moved to Asia
2026/09/19
The binding constraint is no longer en...
China Is Moving Its Solar Factories to the Gulf. The Executives to Run Them Aren't There
China Is Moving Its Solar Factories to the Gulf. The Executives to Run Them Aren't There
2026/09/19
Chinese solar manufacturers are commis...
China's 'Little Nvidias' Hit Profit. The Executive Bench to Scale Them Doesn't Exist
China's 'Little Nvidias' Hit Profit. The Executive Bench to Scale Them Doesn't Exist
2026/09/19
China's AI-chip firms reached profit, ...
Tariffs Moved China's Car Factories Overseas. The Executives to Run Them Didn't Move With Them
Tariffs Moved China's Car Factories Overseas. The Executives to Run Them Didn't Move With Them
2026/09/19
China's car plants now sit in Hungary,...
China Runs a Third of Global Chip Packaging — and Under 5% of the Part AI Needs
China Runs a Third of Global Chip Packaging — and Under 5% of the Part AI Needs
2026/09/19
China holds 30% of global outsourced c...
Biotech Out-licensing Booms. Executive Talent Is the New Bottleneck
Biotech Out-licensing Booms. Executive Talent Is the New Bottleneck
2026/09/05
China’s biotech sector has shifted fro...
Chip Exports Double. Commercial Talent Is the New Bottleneck
Chip Exports Double. Commercial Talent Is the New Bottleneck
2026/09/05
China’s integrated circuit exports sur...
The Machines Are Cheap. Green Hydrogen’s Bottleneck Is People
The Machines Are Cheap. Green Hydrogen’s Bottleneck Is People
2026/09/05
China's electrolyzer exports surged 17...
Structural Scarcity Drives Reset in Senior AI Executive Compensation
Structural Scarcity Drives Reset in Senior AI Executive Compensation
2026/08/22
AI executive compensation has rapidly ...
Supply Chains Spent a Decade on Software. Boards Are Buying People Now
Supply Chains Spent a Decade on Software. Boards Are Buying People Now
2026/08/09
After ten years of heavy spending on s...
Semiconductor Talent Drain Leaves Aerospace, Banking, and Automotive Scrambling
Semiconductor Talent Drain Leaves Aerospace, Banking, and Automotive Scrambling
2026/07/27
The AI chip boom has created a talent ...
Global Trade Demands New Supply Chain Executive Profile
Global Trade Demands New Supply Chain Executive Profile
2026/07/25
Trade fragmentation, AI transformation...
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