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China in 2020: Trade, technology, and the path ahead for US-China relations

China in 2020: Trade, technology, and the path ahead for US-China relations
by Gordon Orr on 01-05-2020 at 6:00 am

China in 2020 Trade technology and the path ahead for US China relations

This is the first of a five part series

2019 in China brought together long running challenges, such as uncertainty over US-China tariff levels and ever more intrusive regulation of business in China, with a few unexpected ones as well: the crisis in Hong Kong and the flare up triggered by tweets from an NBA coach, to mention just two.… Read More


Semiconductor Review 2019 into 2020!

Semiconductor Review 2019 into 2020!
by Daniel Nenni on 01-03-2020 at 6:00 am

CES 2020

Semiconductors continue to surge and lead technology sectors all over the world. TSMC has always been my economic bellwether and 2019 was another great year as the TSM share price almost doubled. But it looks like the best is yet to come with TSMC significantly increasing CAPEX to cover 7nm and 5nm demand.

TSMC CEO C.C. Wei increased… Read More


TSMC, Huawei, the US Government, and China

TSMC, Huawei, the US Government, and China
by Daniel Nenni on 12-30-2019 at 6:00 am

Morris Chang TSMC

The media is trying to disparage the semiconductor industry again. It’s hard to not take this type of desperate journalism personal. Semiconductor people are the smartest and hardest working people in the world and we deserve better, absolutely.

TSMC founder sees trade dispute as ‘reality show with no script’Read More


China’s chip making impact hits DRAM first

China’s chip making impact hits DRAM first
by Robert Maire on 12-24-2019 at 6:00 am

China Memory

The Doctrine of Eternal Recurrence- (Nietzsche..) Deja’ Vu all over again…

The semiconductor industry has seen this movie before, several times….new entrant into the memory chip industry, disrupts the status quo and goes on to dominate the industry (until the next new entrant…)

The Japanese did it… Read More


The Tech Week that was December 9th 2019

The Tech Week that was December 9th 2019
by Mark Dyson on 12-15-2019 at 6:00 am

In a week that finally saw some good news in the trade war between US & China, here is a summary of all the key semiconductor and technical news from around the world that you may have missed.

On Friday, US and China announced agreement on the so called phase one agreement, as a result the extra tariffs due to be imposed on S180billion… Read More


As 2019 comes to an end everyone is starting to look at what 2020 holds

As 2019 comes to an end everyone is starting to look at what 2020 holds
by Mark Dyson on 12-09-2019 at 10:00 am

At the moment there are many encouraging signs based on the latest data. Let’s hope this trend continues into 2002 and 2020 is the year of recovery of the semiconductor market. However much depends on how the US China trade war pans out. Last week Trump blew hot and cold saying everything from the negotiations were going very well to… Read More


U.S.-China trade war continues

U.S.-China trade war continues
by Bill Jewell on 11-22-2019 at 6:00 am

Electronics production

The trade dispute between the U.S. and China continues to drag on. According to Reuters, U.S. President Donald Trump recently threatened to raise tariffs further on Chinese imports if no deal is reached. Tariffs affecting most consumer electronics imports from China are scheduled to go into effect on December 15, according to… Read More


2020 Semiconductor Foundry Landscape Update!

2020 Semiconductor Foundry Landscape Update!
by Daniel Nenni on 11-15-2019 at 6:00 am

When I first started working with the foundries 25 years ago I would have never imagined that I would make a career out of it, which I most certainly have. Fortunately, I recognized early on that not only are the foundries the cornerstone of the semiconductor ecosystem, they are also a very important economic bellwether, absolutely.… Read More