Semiconductor Shortage – No Quick Fix – Years of neglect & financial hills to climb

Semiconductor Shortage – No Quick Fix – Years of neglect & financial hills to climb
by Robert Maire on 03-03-2021 at 8:00 am

Toamagachi Semiconductor shortage

– Semi Situation Stems from long term systemic neglect
– Will require much more than money & time than thought
– Fundamental change is needed to offset the financial bias
– Auto industry is just the hint of a much larger problem

Like recognizing global warming when the water is up to your neck

The problem… Read More


The Technology China Trade Growing Snowball

The Technology China Trade Growing Snowball
by Robert Maire on 06-28-2018 at 12:00 pm

As we have been warning for months the China trade issue continues to grow and accelerate. As we are approaching the June 30th cliff (when export sanctions will be announced) it seems as if the administration has given the industry a kick so we fly even further. The US will also restrict Chinese investment in US tech companies. The … Read More