Up until last December I was president and owner of IC Knowledge LLC, at the end of November, I sold IC Knowledge LLC to TechInsights. It has been interesting to become an insider at the world’s leading semiconductor reverse engineering and knowledge company. The latest SMIC N+2 analysis is an excellent example of TechInsight’s… Read More
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
Hours after agreeing to build a fab in US TSMC will stop selling to Huawei- Repercussions will reverberate through all tech: Semis, semi equip, chip customers, all collateral damage.
It has been reported by Nikkei and other sources that TSMC has stopped taking orders from Huawei in order to comply with US export controls.
Is TSMC the real target, not just collateral damage?
Is equipment embargo threat to bring TSMC to heel?
Is an embargo a “Trifecta” of US strategic goals?
Maybe TSMC is a real target of chip equipment embargo not just potential collateral damage
It occurs to us when we talk about TSMC being caught in the middle between … Read More
Economic damage-
China relationship damage will far outlast direct Covid19 logistics impact-
Economic damage could be huge but trade damage could be larger with more specific impact on chips-
A long build up to a China trade nuclear winter, the “drum-beat of war”
When we started talking about a potential chip trade… Read More
-Short term Covid19 impact is primarily logistics related
-Longer term impact is more systemic/demand driven
-Impact will wind through supply chain over several qtrs
-Other issues, such as trade, remain an overhang
Short term versus long term in the semiconductor industry
The stocks declines over the last months seem to indicate… Read More
Blocking chip sales to Huawei back on front burner
Covid19 & China Trade are equally bad
Long lived Uncertainty could “plague” industry sales going forward
Political Predictability worse than Disease Predictability
Reuters broke a story today that the proposed licensing of chip equipment to prevent “bad… Read More
It seemed we were more or less resigned to Huawei owning 5G infrastructure worldwide. Then questions about security came to the fore, Huawei purchases were put on hold (though that position is being tested outside the US) and opportunity for other infrastructure suppliers (Ericsson, Nokia, etc) has opened up again.
Building … Read More
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.
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
