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The Semiconductor Industry Has High Hopes That Biden Will Change Tracks

The Semiconductor Industry Has High Hopes That Biden Will Change Tracks
by Terry Daly on 12-13-2020 at 8:00 am

US China Semiconductor Biden

What is the “right track” for US-China trade relations?

The semiconductor industry has been squarely in the crosshairs of US-China trade tensions for four years. As the US faces a presidential leadership transition, will a Biden administration change the dynamic? The chip industry is counting on it, and China hopes so too.

In … Read More


Noose tightens on SMIC- Dead Fab Walking?

Noose tightens on SMIC- Dead Fab Walking?
by Robert Maire on 12-01-2020 at 6:00 am

SMIC US Embargo

-US Administration to “blacklist” SMIC- Cutting off ALL US help
-A slow death versus a quick death (unlike Jinhua)
-There is enough time on way out door to leave scorched earth
-Reports in the Media about SMIC being “Blacklisted”

It has been widely reported that SMIC will be added to the US “Blacklist”… Read More


Post Election Fallout-Let the Chips Fall / Rise Where They May

Post Election Fallout-Let the Chips Fall / Rise Where They May
by Robert Maire on 11-09-2020 at 10:00 am

US China Trade War
  • Changing US administration likely positive for chips & tech
  • Stepping back from the brink of a potential ugly trade war
  • Likely increased Covid/tech spend- War with Big Tech is over
  • Tech & Chips had a lot riding on the elections outcome

As compared to previous presidential elections, this one likely has much more impact on… Read More


China Mobile and Computer Update 2020

China Mobile and Computer Update 2020
by Bill Jewell on 10-27-2020 at 10:00 am

China Mobile Phone Update 2020

Data on China production of mobile phones from the National Bureau of Statistics of China indicates a double-digit decline in the year 2020. In 1Q 2020, the early stages of the COVID-19 pandemic, China mobile phone production declined 50% from 4Q 2019 and dropped 33% from a year earlier. Many factories were temporarily closed in… Read More


Like US and China, India must ensure foreign tech companies are locally owned

Like US and China, India must ensure foreign tech companies are locally owned
by Vivek Wadhwa on 10-11-2020 at 6:00 am

Like US and China India must ensure that foreign tech companies here are locally owned

Synopsis: India could learn from both countries, requiring that Facebook India be sold to one of India’s tech tycoons. This would be one step to ensuring that all data be kept locally and tightly protected, and that the algorithms that determine the information that users will receive – which, after all, influences their behaviourRead More


Will the U.S. and China go to War for TSMC?

Will the U.S. and China go to War for TSMC?
by Daniel Nenni on 10-05-2020 at 4:00 am

Will the U.S. and China go to War over TSMC

The semiconductor industry has never been more exciting than it is today and that is a mouthful given what we have accomplished over the last 50 years. From mainframe computers to a supercomputer in our pockets or on our wrists. Even if you don’t believe in miracles, semiconductor technology comes really close, absolutely.

U.S.Read More


Could loss of SMIC lead to loss of most of China?

Could loss of SMIC lead to loss of most of China?
by Robert Maire on 09-13-2020 at 6:00 am

SMIC Banned

Is the US finally getting truly tough on China? or just a bluff?
Could lead to a global reset of the industry & 10 year retreat?
Tech stocks wings have melted after super heated stock run?
SMIC added to the “naughty” list?

There have been numerous reports that the US is considering adding SMIC to the China “naughty”… Read More


Tears in the Rain – Arm and China JVs

Tears in the Rain – Arm and China JVs
by Jay Goldberg on 07-03-2020 at 10:00 am

Tears in the Rain – Arm and China JVs

We always warn clients that even in the best of times, Joint Ventures (JVs) in China always end in tears. And we are far from the best of times right now. There is a major example of this playing out right now with Arm China.

Arm’s China JV is, to put it simply, a bit of a mess. The Board has fired the CEO, but he has refused to leave. And owing… Read More


TSMC Pushes out Equip Purchases – SIA and SEMI ask for Government Help

TSMC Pushes out Equip Purchases – SIA and SEMI ask for Government Help
by Robert Maire on 06-01-2020 at 9:00 am

TSMC China

TSMC pushing out equipment purchases
Covid/China trickles down to chip industry
SIA and SEMI ask for financial/govt help to keep up
The beginning of another down cycle?

We have heard from a number of sources that TSMC has started to push out equipment orders as concerns grow about the second half of the year.

Right now is the most logical… Read More


Time for Chip Diplomacy

Time for Chip Diplomacy
by Terry Daly on 05-29-2020 at 10:00 am

image 4

An industry caught in the crosshairs of geopolitics needs global emeritus leadership

The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More