Please enable JavaScript.

Coggle requires JavaScript to display documents.

WEEK 11 - Power Supply Chain Paradigm Shift in the AI Compute Revolution,…

- - - - NOKS
      - Evolution
        
        Career viewed as a continuous journey of compounding personal development, not a static job.
      - Trade-off
        
        The decision-making process of explicitly prioritizing 'working for passion' vs. 'working for a living'.
      - Guiding Principle
        
        Strategy realized as daily task selection and decision criteria — the sum of Σ Tasks/Decisions over time.
      - Career Strategy
        
        A directed, selective set of choices about your professional development over the next decade or longer, made under resource constraints.
      - Alignment
        
        Tuning your profession, education/training, and interests to maximum intersection — boosting long-term satisfaction and performance.
      - Course of Action
        
        Concrete action sequences derived from strategic principles, bridging abstract direction and daily work.
    - - TAMERA
      - CORE DISTINCTION
        
        Misconception: PM and PjM are a "senior vs. junior" binary
        
        Reality: It is a functional split of "Strategy vs. Execution."
      - PM TRACK (Strategy Focus: What to build & why)
        
        Variations of the "P" (Context-dependent)
        
        Product (Tech)
        
        e.g., TSMC
        
        Program (MKT/Sales/CS)
        
        e.g., MediaTek
        
        Procurement (Purchasing)
        
        e.g., Delta
        
        Production (Manufacturing)
        
        e.g., Foxconn
        
        Ladder: Junior PM ➔ Senior PM ➔ Group PM ➔ PM Director ➔ CPO
      - PjM TRACK (Execution Focus: How & when to deliver)
        
        Common Contexts
        
        Tech / Engineering
        
        Manufacturing
        
        Construction
        
        Consulting
        
        Ladder: PCC (Entry) ➔ Junior PjM ➔ PjM ➔ Senior PjM ➔ PMO Director
      - STRATEGIC WRAP-UP (For Job Hunters)
        
        Don't fixate on titles; look at Industry, Department, and JD substance.
        
        Map K/S/A to the JD and reverse-engineer capabilities to strengthen.
      - HOW TO EVALUATE A ROLE
        
        Do not focus on title alone
        
        Look at industry
        
        Look at company
        
        Look at department
        
        Read the JD carefully
        
        Responsibilities
        
        Reporting line
        
        Cross-functional scope
        
        Required K/S/A
    - - TAMERA
      - INDUSTRY
        
        Definition: The economic domain of companies offering similar products/services
        
        Position: The top tier of the job market
        
        Industry = Σ Companies
        
        COMPANY
        
        DEPARTMENT
        
        JOB
        
        COMPETENCIES
        
        Components: K·S·A (Knowledge, Skills, Abilities)
        
        Strategy: Matching your K/S/A portfolio against JD competence demands
        
        WRAP-UP
        (Career Strategy)
        
        2 more items...
        
        JD = Σ Competencies
        
        Job Description (JD)
        
        Role: Key job-hunting tool / Dialogue document between market & you
        
        Lists: Title, responsibilities, required experience, K/S/A, and salary
        
        Department = Σ Jobs (JD)
        
        The Five Functions
        
        Production
        
        Sales & Marketing
        
        Human Resources
        
        R&D (Responsible for new products, technologies, and processes)
        
        Finance & Accounting
        
        Concept: The company's functional skeleton
        
        Company = Σ Departments
        (5 Functions)
    - - PAUL
      - Core Idea: Strategy × Industry Trends
        
        Aligning strategy with industry trends is key to amplifying career compound returns.
        
        AES-KY is used as a case to show how one company can ride two structural growth waves at the same time: LEV and AI data centers.
      - AES-KY Twin-Engine Business
        
        AES-KY (6781) is a subsidiary of Simplo (6121), created in 2020.
        
        It channels Simplo’s decades of lithium battery module R&D and manufacturing into two non-IT high-margin markets:
        
        LEV (Light Electric Vehicles) – focus on European e-bike market.
        
        BBU (Battery Backup Unit) – server backup battery modules for global data centers.
      - BBU Growth in the AI Data Center Wave
        
        Traditional data centers used lead-acid batteries + UPS for backup power.
        
        AI data centers, with power-hungry GPUs and high rack density, must shift to lithium BBUs inside the server cabinet.
        
        This structural shift expanded AES-KY’s BBU share from under 10% of revenue to around 70% by 2025, while LEV (originally over 90%) still grows.
      - Three Career Lessons from AES-KY
        
        AES-KY’s stock reaching NT$1,200 reflects market recognition of the twin-engine model, with BBU most directly amplified by the AI wave.
        
        The company did not “chase AI”; it kept deepening its core capability (lithium-battery modules) and was ready when the trend arrived → capability is the root, opportunity is the application.
        
        For careers: choosing companies on structural growth tracks lets industry tailwinds boost your individual compound returns; going against headwinds needs much more effort.
    - - NOKS
      - Competence
        
        Knowledge: domain expertise (theory, concepts, industry literacy)
        
        This formula determines whether you are paid hourly as Labor or monthly as Talent.
        
        Labor - where there is a shortage in one of the three (K, S, A)
        
        current minimum hourly wage is approximately NT$196
        
        Talent - all three (K, S, A) are present
        
        average starting salary NT$40000 monthly
        
        Skills: executable capability (programming, languages, communication, data analysis)
        
        Attitude: work ethic, sense of responsibility, and willingness to learn
      - Golden Investment Window
        
        Ages 18 to 22 (undergraduate) extending to 24 (graduate study)
        
        choosing courses that build knowledge (K)
        
        engaging in projects or internships that sharpen skills (S)
        
        cultivating long-term commitment in the face of challenge (A)
  - - - SETS
        
        TAMERA
        
        5%
        
        10%
      - 0%
    - - PAUL
        
        TINA
        
        0%
        
        0%
      - 5%
- - - - Structural revaluation
        
        BBU's revenue share is climbing rapidly
        
        Revenue Share: 21% → 70%+
        
        Product ASP ↑ 3x
  - - - AI server BBUs
    - - Light Eletric Vihicle, LEVs
        
        Focus on high-end EU/US e-bikes & e-moto
        
        Avoids China’s price war
  - - - Generic BBU ~US$350
      - AI premium BBU ~US$1,000
    - - BBU and LEV act as complementary growth drivers.
- - - - NT$16B revenue
      - 35% gross margin
      - 70%+ BBU purity (revenue share from AI BBU)
  - - - base: 30% BBU growth, smooth HVDC mass production
      - bull: Microsoft/Google production conversion, margin expansion
      - bear: 25% tariff, customer migration, escalating competition
- - - - AWS,Amazon Web Services
      - Meta
      - Microsoft
      - Google Cloud
  - - - Technical
        
        Japanese and Korean matching AI demand
    - - Geopolitical
        
        Aligning with North American 'China-free'
  - - - Responding to 2026 Tariff Threat 25%
      - :warning:geopolitical discount risk
        
        Compared with Sysgration's Texas Plano fully automated line
        
        100% Made in USA
        
        NoTariff
        
        How to shorten physical delivery distance to North American customers
- - - - ⚠️ Challenge: AI GPUs cause millisecond violent oscillations
      - 🐢 Limitation: LFP cells respond >10ms (too slow); micro-cycling kills lifespan
      - 🛠️ Solution: BMS hardware optimization for short-window large currents
      - 🔮 Future: Potential LIC (Lithium Ion Capacitor) hybrid buffering
    - - ⚠️ Challenge: Tier 1 giants use closed proprietary protocols
      - 💸 Impact: 'Technical extortion' (~$US38K/month hidden costs for mixing cells)
      - 🛠️ Solution: Embrace OCP ORv3 open standard
      - ⚔️ Core Weapon: Intelligent BMS middleware ('mix-and-match freedom')