All Things Semiconductor!
In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
Image RemovedSurrogate Wars
Is GloFo using the trade war as an excuse?
Does TSMC get lumped in with China on trade?
Does this alienate TSMC into China’s embrace?
Much like Vietnam and Korea before it, there have been a number of “surrogate” wars between the US and China as well as many other wars between the US and… Read More
Image RemovedWatching the boats go by in Shanghai-
As I write this note I happen to be looking out my hotel window over the Bund onto the brightly lit party boats cruising the Huangpu river that meanders through Shanghai. All is well here in China and the parties on the boats with millions of LEDs go on……
The view from China… Read More
Image RemovedLast week we warned of a further down leg due to China trade. We were surprised how quickly our prediction came true as it appears we are now in the midst of giving back all the upside built in to stocks based on a peaceful resolution of the trade conflict which obviously isn’t happening.
Many of the semi stocks we … Read More
Image RemovedFor those who have been paying any attention to the semiconductor industry its no surprise that memory demand and therefore pricing is down from its peak earlier in the year. Its not getting better any time fast.
After several strong years of demand and pricing, which was followed by enormous CAPEX spending we are seeing… Read More
Image Removed
I read with interest the US Chamber of Commerce’s assessment of the Made in China (MIC) 2025 plan to transform the world’s most populous nation into an Advanced Manufacturing leader. MIC 2025 covers 10 strategic industries that China identifies as critical to economic growth in the 21[SUP]st[/SUP] century, including… Read More
Image RemovedMaybe OMEC is the new OPEC? A bargaining chip in June trade show down?
China has started an apparent investigation into pricing of DRAM memory with Samsung, Micron and SK Hynix as targets. We find this somewhat coincidental given the current trade issues. Memory pricing has been unusually strong for a very long time.… Read More
Image RemovedWe have been on a roller coaster ride of on again off again trade talk between China and the US. It is unclear where we are on a day by day basis but of late it appears that we are not seeing a lot of progress and some progress we thought we had made may not have actually happened.… Read More
Image RemovedEver since the Chinese Government banned Facebook in 2009, Mark Zuckerberg has been making annual trips there attempting to persuade its leaders to let his company back in. He learned Mandarin and jogged through the smog-filled streets of Beijing to show how much he loved the country. Facebook even created new tools… Read More
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[_relations:protected] => Array
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[_previousValues:protected] => Array
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[_behaviors:protected] =>
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[_previousValues:protected] => Array
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[11838] => ThemeHouse\XPress\XF\Entity\Thread Object
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[_useReplaceInto:protected] =>
[_newValues:protected] => Array
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[_values:protected] => Array
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[_relations:protected] => Array
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[User] => ThemeHouse\XLink\XF\Entity\User Object
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[vwpermission:protected] => Array
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[_behaviors:protected] =>
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[Forum] => vw\vw\XF\Entity\Forum Object
(
[_uniqueEntityId:XF\Mvc\Entity\Entity:private] => 50
[rootClass:protected] => XF\Entity\Forum
[_useReplaceInto:protected] =>
[_newValues:protected] => Array
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[_values:protected] => Array
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[_relations:protected] => Array
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[_newValues:protected] => Array
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[_values:protected] => Array
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[title] => SemiWiki Main Forum ( Ask the Experts! )
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[navigation_id] =>
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[_relations:protected] => Array
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[_deleted:protected] =>
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[_behaviors:protected] =>
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[11837] => ThemeHouse\XPress\XF\Entity\Thread Object
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[_values:protected] => Array
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[Forum] => vw\vw\XF\Entity\Forum Object
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[_uniqueEntityId:XF\Mvc\Entity\Entity:private] => 50
[rootClass:protected] => XF\Entity\Forum
[_useReplaceInto:protected] =>
[_newValues:protected] => Array
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[_values:protected] => Array
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[message_count] => 13534
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[_relations:protected] => Array
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[populated:protected] => 1
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better_recent_comments-2
Widget_Better_Recent_Comments Instance: 2Array
(
[title] => Recent Article Comments
[number] => 10
[avatar] =>
[date] => 1
[comment] => 1
[link] => 1
[display_widget_mobile] => 1
[rw_opt] => Array
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[widget_select] =>
[pageid_274493] => 1
)
[rw_opt_exclude] => Array
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)
)
Widget_Better_Recent_Comments
Acceleration in a Heterogenous Compute Environment