Electronics production has recovered strongly from slowdowns due to the COVID-19 pandemic. Most major Asian electronic producers reported double-digit increases in early 2021. The chart below shows three-month-average change versus a year ago for electronics production. The data is from each country’s official statistics… Read More
Semiconductors down 12% in 2019
World Semiconductor Trades Statistics (WSTS) reported the world semiconductor market in 2019 was $412 billion, a 12.1% decline from $469 billion in 2018. Most of the decline was in the memory market (primarily DRAM and Flash) which was down a third from a year ago. However overall semiconductor … Read More
I have gazed across the Pond in bafflement over Brexit until two days ago. I now grasp the depth and breadth of British anxiety over political and legal ties to Brussels and it boils down to regulatory over-reach.
Yesterday, the European Commission announced that it had adopted new rules “stepping up the deployment of Cooperative… Read More
On July 1, Daniel Nenni posted his thoughts on the impact of Brexit (the vote by the UK to leave the European Union) on semiconductors. In general I agree with his points. Below is my take on the issue.
The long term impact of Brexit is uncertain. The UK will likely negotiate a trade agreement with the EU which includes free trade between… Read More
Interesting news last week with 51.9% of British voters saying yes to Brexit (exiting the European Union). What does it have to do with semiconductors? Plenty! After reading the media’s take on the subject and talking to friends (experts) in China, Taiwan, and Hong Kong, I must say that there is not a consensus to be found and there… Read More
