We have written a lot of research and notes about the China server market and their unique needs as it relates to security and intellectual property and the ways western server OEMs and chipmakers like Intel, Advanced Micro Devices, ARM Holdings, Qualcomm and IBM’s OpenPOWER are addressing the challenge.
Basically, China wants… Read More
The overwhelming theme of the SEMI Industry Strategy Symposium in Half Moon Bay this week was China. On day number two Sunny Hui, SVP of SMIC, did one of the best overviews of the China market I have seen, absolutely. While I’m not allowed to post the presentation in its entirety I can post up to three slides (the prettiest ones) and summarize… Read More
An economic “bear hug” cold war invasion? If China can’t get Taiwan by politics or force maybe it can get them by a backdoor economic takeover starting at their most crucial spot – Chips. An ulterior motive for China’s semiconductor aspirations, the $100B silicon Trojan Horse?
Its quite clear … Read More
For the fourth consecutive year, China’s semiconductor consumption growth far exceeded worldwide market growth. At the end of 2014, the country had a record 56.6% of the global semiconductor consumption market.
China’s semiconductor consumption grew by 12.6% in 2014, exceeding the worldwide chip market growth of 9.8%. To … Read More
The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since rebounded 2% while the U.S. market rebounded 5%. Will a slowing… Read More
Paul McClellan and I are at the SEMI Industry Strategy Symposium this week in Half Moon Bay. Honestly there is too much to blog about here so I will have to pick the topics most interesting to me. The full capacity audience is also impressive. SEMI provides a list of attendees on their website which reads like “Who’s Who” of the semiconductor… Read More
