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
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
Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More
The hideous reality of the coronavirus has exposed the hideous realities of the mobility industry with sobering implications for all. At its core, mobility is about moving people in the safest, most efficient, and cost effective ways and suddenly citizens around the world are being told to stop moving and stop congregating.… Read More
Semiconductors down 12% in 2019
World Semiconductor Trades Statistics (WSTS) reported the world semiconductor market in 2019 was $412 billion, a 12.1% decline from $469 billion in 2018. Most of the decline was in the memory market (primarily DRAM and Flash) which was down a third from a year ago. However overall semiconductor … Read More
Welcome to my weekly roundup of the key semiconductor news from around the world from last week. The COVID-19 virus outbreak and it’s impact on the semiconductor supply chain continues to dominate the news, but there was also lots of other news from around the world, so please read on.
Let’s start by a review of where the started… Read More