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
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
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,
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
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
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
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
General Motors’ announced shut down of the Maven car sharing service was hardly a surprise, especially coming in the midst of the COVID-19 pandemic. By the time of its demise, Maven was only operating in four or five cities, down from a high of 17. The venture was doomed from the start, and its departure is a cautionary tale for
It’s a shame that the U.S. president and his administration have chosen to criticize and attack China for its poor management of the novel coronavirus crisis. It is rapidly becoming evident that China now knows more than any other country how to effectively confront the pathogen and bring it to its knees.
Rather than reaching
It is a demand driven downturn – harder to predict
It may not be “business as usual” after this virus
What systemic changes could the industry face?
Trying to figure out another cycle-driven by inorganic catalyst
Investors and industry participants in the semiconductor industry who are used to normal cyclical… Read More
