Insights – Castle Peak Advisors

Thought Leadership

Expert perspectives on the economic, cultural, and strategic forces shaping the future of technology—across the U.S., Taiwan, and beyond.

More Than a Tariff Story: Why Taiwan’s Manufacturers Are Building in America

Is Quantum Computing Entering Its Manufacturing Era?

How New Manufacturing Processes Can Unlock Engineering Creativity

Physical AI Creates a New Synchronization Problem

U.S. AI Infrastructure Policy Roadmap

Taiwan’s Evolution into an AI Island and the Rise of System-Level Advantage

Speed, Quality, Scale: What Foxconn Reveals About the Future of Manufacturing

From Brute Force to System Expansion: Why Efficiency Will Increase, Not Reduce, AI Infrastructure Demand

From Commodity Panels to AI Infrastructure: Taiwan Converts Industrial Optionality into Strategic Advantage

Foreign Direct Investment (FDI) Waves into the US: Why the Semiconductor and AI Era is Different

From Lab Experiment to Strategic Infrastructure: Additive Manufacturing Comes of Age

From Operational Excellence to Performance Architecture: How Taiwan’s ODMs and OSATs Escaped the Commodity Trap

When an Engineer’s Vision Begins to Shape Policy

Nvidia’s Vertical Frontier: Why a Chip Maker Is Building Data Centers

Complementary Competencies: How Texas and Taiwan Fit the AI Industrial Stack