Essays | Oyon Advisory

Essays

Essays from Oyon Advisory on deep-tech, innovation, markets, and the institutional logic behind technology, capital, and company building.

June 15, 2026

From Silicon to Wide-Bandgap and Ultra-Wide-Bandgap Semiconductors: Why 3rd and 4th Generation Materials Matter

May 10, 2026

The Engineer, the Entrepreneur, and the Institution: Reflections from Ford v Ferrari

May 4, 2026

How China, Japan, and the U.S. Support Startups -- and What It Means for Founders and Investors

April 11, 2026

Core Foundation Technologies Under Development for Next-Generation Leading-Edge Nodes

March 29, 2026

Semiconductor Industry and AI Investment Boom: State in 2026 and Outlook