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Electronics production in key Asian countries has been steady to increasing in the last several months. In April 2025, China electronics production three-month-average change versus a year ago (3/12) was 11.5%, up from 9.5% in January but below the average 3/12 of 12% in 2024. India showed the strongest growth, with 3/12 of 15%… Read More
Now that claims and counter claims about advances in foundational AI seem to be dying down, it becomes more interesting to look at the next wave – AI applications in key markets. Figuring out what is really happening here presents its own problems. Marketing and analyst literature still projects unbounded promise (now dialed back… Read More
Insights into the Semiconductor Industry and the Semiconductor Supply Chain
I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More
In the closing scene of Steven Spielberg’s Raiders of the Lost Ark (1981), the camera pulls back to reveal an enormous warehouse stacked with crates of artifacts hidden away by the US government.
One could imagine a similar warehouse in China today. The crates would hold a different kind of treasure – semiconductor production … Read More
Quarterly reports from… Read More
Revenues came in at $3.48B… Read More
Production of electronic devices is finally on the uptrend following a post-pandemic slump in late 2021. According to IDC, smartphone shipments versus a year ago turned negative in 3Q 2021 at -6%. The decline hit a low of -18% in 4Q 2022. Since then, smartphones have been recovering. IDC data is not yet available, but Canalys estimated… Read More
-We think China issue is overblown- Zero sum game theory
-US should respond Tit-for-Tat and then some- Chop Chinese Chips
-Chip equip makers duplicitous behavior- smacks of hypocrisy
-Exporting chip equip biz/jobs to Asia while asking for CHIPS Act$
China’s… Read More
-AMAT reported inline resulted helped by trailing edge & China
-Memory remains at very low levels- Foundry remains uninspiring
-China seems to be buying anything they are allowed to buy
-The recovery is too far out & unknown to handicap
Revenue was $6.63B and EPS of $1.86 versus reduced… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot