Jane, Author at Small Island Research Notes

About Jane

This author has not yet filled in any details.
So far Jane has created 94 blog entries.

Before the Power Question, We Still Do Not Fully Understand How AI Will Be Used

Jane2026-01-16T16:19:44+08:00January 16th, 2026|Categories: Strategic Tech and Market Signals|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Market Sentiment and Reflexivity, Narrative and Trust, Supply Chain and Manufacturing, TSMC|

Executive Summary In the second half of 2025, the conversation around AI began to shift away from model capabilities and application competition toward concerns about power and infrastructure. As a result, the idea that AI growth will be constrained by electricity has quickly taken hold as a narrative that feels both reasonable and intuitive. However, from the perspective of on the ground deployment and operations, as well as from the upstream supply side, the most

How Does a Company’s Narrative Gain Market Credibility

Jane2026-01-15T11:39:54+08:00January 15th, 2026|Categories: Featured Notes, Strategic Tech and Market Signals|Tags: Market Sentiment and Reflexivity, Narrative and Trust|

Executive Summary A common intuition in market discussions is that a company’s narrative succeeds as long as its financial performance meets market expectations, and management communicates convincingly, or its products align with the right trends. In practice, however, whether a narrative is accepted by the market is rarely determined by the company alone. For a narrative to have real impact, it must first enter a state in which the market can act on it. Understanding

Tech Narrative Weekly #7 (Jan 2026, Week 2): The AI Narrative Has Not Shifted, but Clear Boundaries Are Beginning to Emerge

Jane2026-02-24T17:05:45+08:00January 12th, 2026|Categories: Tech Narrative Weekly|Tags: AI Strategy and Ecosystem, Market Sentiment and Reflexivity, Narrative and Trust, Platform and Business Model, Policy and Tariffs|

Key Events of the Week: What Happened Last week, the second week of January 2026, the US technology sector saw no single event powerful enough to redefine market direction. Even as CES 2026 opened on January 6 and ran through January 9, discussion largely focused on extensions of existing technologies and strategies rather than any new narrative shift. Across the show and related public appearances, many technology companies shared updates on their AI products and

Following CES: What Vera Rubin Confirmed and What It Changed

Jane2026-01-08T16:37:10+08:00January 8th, 2026|Categories: Featured Notes, Global Business Dynamics, Strategic Tech and Market Signals|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Amazon and AWS, Google, Micron, Microsoft, NVIDIA, Platform and Business Model, Samsung, SK hynix, Supply Chain and Manufacturing|

Executive Summary Following CES, NVIDIA’s Vera Rubin platform did not introduce a dramatic shift in specifications. Instead, it clarified a broader direction. In the era of AI inference, the core challenge is shifting away from pure compute performance toward how context is managed. What the Vera Rubin platform reveals is not merely a next generation GPU, but a moment in which the platform itself begins to assume responsibility for memory. As long context and multi

Tech Narrative Weekly #6 (Jan 2026, Week 1): The AI Narrative Is Not Reversing. It Is Simply Slowing Down

Jane2026-02-24T17:05:13+08:00January 4th, 2026|Categories: Tech Narrative Weekly|Tags: AI Strategy and Ecosystem, Market Sentiment and Reflexivity, Narrative and Trust, Platform and Business Model, Policy and Tariffs|

Key Events of the Week: What Happened Last week, 2026 Week 1, the US technology sector once again saw no single event powerful enough to dominate market sentiment. The period around the year end typically brings lighter news flow. Yet several actions across different layers of the industry showed an unusual level of narrative alignment. First, the discussion around AI continued to shift from technical progress toward practical load bearing. In year end and early

Tech Narrative Weekly #5 (Dec 2025, Week 4): When AI Is Placed Within Real World Structures

Jane2026-02-24T17:05:00+08:00December 29th, 2025|Categories: Tech Narrative Weekly|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Google, Market Sentiment and Reflexivity, Narrative and Trust, NVIDIA, Platform and Business Model, Policy and Tariffs, Supply Chain and Manufacturing|

Key Events of the Week: What Happened Last week, during the fourth week of December, the U.S. technology sector did not produce a single explosive event that dominated market sentiment. Instead, several seemingly disconnected developments gradually came together at the narrative level to form a coherent picture. Notably, the observation signals in the fourth week showed little substantive difference from those of the third week. First, the relationship between AI and infrastructure became more concrete.

Tech Narrative Weekly #4 (Dec 2025, Week 3): When the Pace of the AI Narrative Slows

Jane2026-02-24T17:04:48+08:00December 22nd, 2025|Categories: Tech Narrative Weekly|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Market Sentiment and Reflexivity, Micron, Narrative and Trust, Platform and Business Model, Texas Instruments|

Key Events of the Week: What Happened Last week, during the third week of December, the tone of the U.S. technology sector revealed several developments that moved in the same direction and are worth examining together. First, the U.S. government moved more explicitly to place AI within a framework of national coordination. The U.S. Department of Energy announced partnerships with major technology companies to support the long term use of AI across energy, scientific research,

Tech Narrative Weekly #3 (Dec 2025, Week 2): The Language of Governance That Hides Unease

Jane2026-02-24T17:04:26+08:00December 14th, 2025|Categories: Tech Narrative Weekly|Tags: Adobe, AI Hardware and Chips, AI Strategy and Ecosystem, Broadcom, Market Sentiment and Reflexivity, Narrative and Trust, Oracle, Platform and Business Model|

Key Events of the Week: What Happened In the second week of December, the tone of the U.S. tech industry began to shift. In the news, we saw debates between the federal government and the state of California over the scope of AI executive orders. In earnings calls, Adobe, Broadcom, and Oracle all emphasized words like “governance” and “discipline.” In the markets, investors focused on “efficiency” and “cash flow,” leading to a pullback in major

The Language of Governance: What Adobe, Broadcom, and Oracle Reveal About the Next Phase of AI

Jane2025-12-14T16:47:36+08:00December 12th, 2025|Categories: Global Business Dynamics, Strategic Tech and Market Signals|Tags: Adobe, AI Hardware and Chips, AI Strategy and Ecosystem, Broadcom, Market Sentiment and Reflexivity, Narrative and Trust, Oracle, Platform and Business Model, Supply Chain and Manufacturing|

Executive Summary This week’s earnings calls from Adobe, Broadcom, and Oracle each revealed a different facet of the AI industry’s transition: trust, pressure, and time. At the application layer, Adobe is rebuilding the value system of generative AI around trust. Through Content Credentials and emerging AI search standards, it is creating a verifiable and licensable framework for content governance, turning trust from an abstract ideal into an economic asset. At the hardware layer, as cloud

Can Apple’s Philosophy Withstand the Test of the AI Era?

Jane2025-12-09T17:14:48+08:00December 9th, 2025|Categories: Global Business Dynamics, Strategic Tech and Market Signals|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Apple, Google, Market Sentiment and Reflexivity, Meta, Microsoft, Narrative and Trust, Platform and Business Model|

Executive Summary For more than a decade, Apple has stood as one of the most stable symbols in the technology industry, embodying order, control, and perfect integration. Yet the wave of unprecedented executive departures since 2025 has revealed fractures in this once-reliable formula. This is not merely a shift in personnel but a philosophical turning point. Behind this transformation lies the intersection of three long-term curves: the technological, the organizational, and the external. On the