US BIS confirms our prediction of “blacklisting” SMIC
SMIC embargoed from 10NM or better technology
Likely related to ASML pressure & WH scorched earth
Not just the stock
We had received a lot of feedback on our Nov 30th note regarding blacklisting of SMIC suggesting that we were wrong and the only thing blacklisted… Read More
Bloomberg did an interview with my favorite semiconductor analyst Stacy Rasgon on “How the Number One U.S. Semiconductor Company Stumbled” that I found interesting. Coupled with the Q&A Bob Swan did at the Credit Suisse Annual Technology Conference I thought it would be good content for a viral blog.
Stacy Rasgon… Read More
There is a temptation to blame U.S. President Donald J. Trump for everything that is right or for everything that is wrong in the world today. Either that or blame Brexit. It’s just possible that Uber, instead, ought to be considered the target of shame for everything from traffic fatalities to global warming.
The automotive… Read More
The U.S. is showing steady growth in electronics production. Three-month-average change versus a year ago (3/12) in March 2019 was 6.2%, the 12[SUP]th[/SUP] consecutive month of growth above 5%. China electronics production is decelerating, with March 2019 3/12 growth of 8.2%, similar to 8.3% in February. This marks the first… Read More
Industry analysts are fond of painting terrifying pictures of catastrophic market changes resulting from disruptive technologies or business models. Nowhere is this more evident, of late, than in the automotive industry where everything from artificial intelligence to automated driving is expected to upend current thinking… Read More
Tesla Motors CEO Elon Musk pulled a rabbit out of his hat last month making thousands of cars vanish and converting reports of production and delivery hell into market leadership for premium sedan deliveries. Following SEC legal action and a podcast where he appeared to be drinking scotch and smoking marijuana and after surrendering… Read More
Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking … Read More
The media is really having a field day on this one so I think it deserves further discussion. The rumor is that Intel has won the modem socket in the iPhone 7. The same rumor was circulating about Intel winning the modem socket for the iPhone 6 and the iPhone 5e so it really has reached urban legend status. The question I have is why does … Read More
Not to be outdone by General Motors with its investment in Lyft, its acquisition of Cruise and its launch of Maven, BMW is in the process of relaunching and expanding the DriveNow car share service in the U.S. and may soon provide aftermarket hardware to enable Mini lessees to rent their cars, according to a Bloomberg report.
“BMW… Read More