Huawei Sends Unmistakable Message

Huawei Sends Unmistakable Message
by Roger C. Lanctot on 02-19-2020 at 10:00 am

Huawei Sends Unmistakable Message

A funny thing happened on the way to Barcelona for the annual Mobile World Congress (MWC) event scheduled for this week. The event organizer – the GSMA – exhibitors and attendees were forced to come to terms with the risk of contracting and spreading the coronavirus – COVID 19.

Several large European, South Korean, and U.S.

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TSMC Q4 2019 “2020 Bellwether” Conference Call Summary

TSMC Q4 2019 “2020 Bellwether” Conference Call Summary
by Daniel Nenni on 01-20-2020 at 6:00 am

TSMC Manufacturing Excellence

After returning from a week in Southern China I found the TSMC Q4 2019 conference call even more interesting. In China they are preparing for the New Year’s Celebration so everything is very festive but what struck me hardest was the massive investment in infrastructure and security. Semiconductors are of course a big part… Read More


The Tech Week that was January 13-17 2020

The Tech Week that was January 13-17 2020
by Mark Dyson on 01-19-2020 at 10:00 am

Semiconductor Weekly Summary 1

In a week where the “phase 1” trade deal between US and China was finally signed, here is all the key news from the semiconductor and technology sector around the world.

After 2 years of an ever increasing trade war, the US and China have signed the so called Phase 1 deal aimed at reducing trade frictions.

Just as important as what is … Read More


Don’t Blame Trump for Auto Downturn

Don’t Blame Trump for Auto Downturn
by Roger C. Lanctot on 01-17-2020 at 10:00 am

Dont Blame Trump for Auto Downturn

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


China in 2020: Lower profits, more bankruptcies, and new challenges doing business

China in 2020: Lower profits, more bankruptcies, and new challenges doing business
by Gordon Orr on 01-15-2020 at 6:00 am

China in 2020 Lower profits more bankruptcies and new challenges doing business

This is the fifth and final part of the series

For many industrial businesses, 2019 has been tough. Profits lower across the board – light and heavy industry, state-owned and private businesses. Labor costs rising while ex-factory prices are not. Access to debt restricted. The gap between high performers and laggards widened

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The Tech Week that was January 6-10 2020

The Tech Week that was January 6-10 2020
by Mark Dyson on 01-13-2020 at 6:00 am

Semiconductor Weekly Summary

Happy New Year to everyone.. lets hope 2020 is a great year.. The indicators are all pointing in the right direction but it will not take much to derail it if external factors change. Here is my weekly summary of all the important news from the semiconductor industry around the world.

2020 is starting very differently from 2019 with… Read More


China in 2020: Navigating the new policy landscape

China in 2020: Navigating the new policy landscape
by Gordon Orr on 01-12-2020 at 6:00 am

China in 2020 Navigating the new policy landscape

This is the fourth of a five part series

Many companies saw 2019 as a year when more and more regulations piled on to them. CEOs who were the legal representative for their company in China got increasingly nervous as legal teams updated them on their personal responsibility under new regulations. Unfortunately for them, 2020 will… Read More


China in 2020: Electric vehicles rebound, the rise of the Greater Bay Area

China in 2020: Electric vehicles rebound, the rise of the Greater Bay Area
by Gordon Orr on 01-07-2020 at 10:00 am

China in 2020 Electric vehicles rebound the rise of the Greater Bay Area

This is the third of a five part series

Vehicle manufacturers in China had a tough 2018 and 2019. The overall market fell 8 percent by volume in 2018 and another 3 percent in the year to October 2019. Looking forward, demand faces several headwinds. Anyone spending time in a major city realizes just how unpleasant the experience of … Read More


Tortuga Logic Scores Role in DoD Security Programs

Tortuga Logic Scores Role in DoD Security Programs
by Bernard Murphy on 01-07-2020 at 6:00 am

DoD logo

It should be no surprise in the current climate that the US government is ramping up investment in microelectronics security, particularly with an eye on China and investments they are making in the same area. This has two major thrusts as I read it: to ensure trusted and assured microelectronics are being used in US defense systems… Read More