COVID-19: Through the Rearview Mirror

COVID-19: Through the Rearview Mirror
by Roger C. Lanctot on 07-02-2020 at 10:00 am

COVID 19 Through the Rearview Mirror

The COVID-19 pandemic has turned the business of reporting news into a funhouse mirror where reality is distorted, up is down, and hopes for improving health and marketplace conditions are simultaneously raised and dashed on a daily basis. The latest news-driven whiplash moment arrived this morning care of the Detroit Free Press

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COVID-19: The Fate of the Fearless

COVID-19: The Fate of the Fearless
by Roger C. Lanctot on 06-14-2020 at 7:00 am

COVID 19 The Fate of the Fearless

As I listened last Friday to Automotive News Publisher Jason Stein interview Scott Corwin, managing partner and “Future of Mobility” practice leader at Deloitte Consulting, regarding potential COVID-19 recovery scenarios for the mobility industry I realized that the vast analytical powers of Deloitte had met

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Time for Chip Diplomacy

Time for Chip Diplomacy
by Terry Daly on 05-29-2020 at 10:00 am

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An industry caught in the crosshairs of geopolitics needs global emeritus leadership

The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More


COVID-19: A Pandemic Made for Tesla

COVID-19: A Pandemic Made for Tesla
by Roger C. Lanctot on 05-17-2020 at 6:00 am

COVID 19 A Pandemic Made for Tesla

With Tesla Motors’ CEO Elon Musk spewing accusations of civil rights violations and fascism in the face of restrictions forcing him to keep his Fremont, California factory closed it is tempting to assume that Tesla is suffering through the shutdown with the rest of us. Don’t kid yourself. The COVID-19 pandemic is a crisis tailor-made

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Tech Shows up for COVID-19: Time to Expand Horizons

Tech Shows up for COVID-19: Time to Expand Horizons
by Terry Daly on 05-06-2020 at 10:00 am

Covid Tech 2020

Bring digital technology solutions to bear on more of our toughest societal problems 

“We are all in this together”. The world faces 250,000 COVID-19 deaths, each a tragic human story. The pandemic will bring a litany of “lessons learned” including lack of preparedness, slow response and uneven recovery. The rapid… Read More


COVID-19 Cars as an Essential Service

COVID-19 Cars as an Essential Service
by Roger C. Lanctot on 04-26-2020 at 10:00 am

COVID 19 Cars as an Essential Service

The Automotive News reported Friday that updated guidance from the Department of Homeland Security’s Cybersecurity and Iinfrastructure Security Agency had identified cars as an essential service. AN reported: “The new guidelines include “workers critical to the manufacturing, distribution, sales,

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TSMC COVID-19 and Double Digit Growth in 2020

TSMC COVID-19 and Double Digit Growth in 2020
by Daniel Nenni on 04-17-2020 at 10:00 am

Mark Liu CC Wei TSMC


TSMC has had an incredible run since its founding in 1987 which spans most of my 36 year semiconductor career. Even in these troubled times TSMC is a shining bellwether with double digit growth expectations while the semiconductor industry will be flat or slightly down. Let’s take a close look at the TSMC Q1 2020 conference call and… Read More


A cautionary tale for the digital economy

A cautionary tale for the digital economy
by Terry Daly on 04-08-2020 at 10:00 am

TSMC Wafer

COVID-19 underscores the importance of US-based production for strategic industries

The COVID-19 pandemic has drawn intense focus on the need to repatriate pharmaceutical manufacturing back to the United States.  The increased awareness that a strategic adversary manufactures or controls up to 80% of the active pharmaceutical… Read More


I Cancelled My Flight

I Cancelled My Flight
by Roger C. Lanctot on 04-05-2020 at 10:00 am

I Cancelled My Flight

Three weeks in to the current period of COVID-19 “social distancing” guidelines I have cancelled already-booked flights to Barcelona (cancellation of Mobile World Congress), Austin, Tex. (cancellation of SXSW), and London (cancelled company meeting). So it seemed logical that I’d cancel my flight to … Read More


Can a Pandemic Stop the Apocalypse?

Can a Pandemic Stop the Apocalypse?
by Roger C. Lanctot on 04-04-2020 at 8:00 am

Can a Pandemic Stop the Apocalypse

The negative impacts of the coronavirus, COVID-19, on the automotive industry continue to radiate out from the closure of factories and dealerships (for vehicle sales, while service operations continue) to employee furloughs and plunging stock prices. At the same time, the global pandemic has begun to undermine the investment… Read More