Newsflash Chip Equip Blockade back on!

Newsflash Chip Equip Blockade back on!
by Robert Maire on 03-29-2020 at 2:00 pm

US China Blockade


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


5G Infrastructure Opens Up

5G Infrastructure Opens Up
by Bernard Murphy on 03-19-2020 at 6:00 am

5G network

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


Huawei Sends Unmistakable Message

Huawei Sends Unmistakable Message
by Roger C. Lanctot on 02-19-2020 at 10:00 am

Huawei Sends Unmistakable Message

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.

Read More

The Tech Week that was January 6-10 2020

The Tech Week that was January 6-10 2020
by Mark Dyson on 01-13-2020 at 6:00 am

Semiconductor Weekly Summary

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


As 2019 comes to an end everyone is starting to look at what 2020 holds

As 2019 comes to an end everyone is starting to look at what 2020 holds
by Mark Dyson on 12-09-2019 at 10:00 am

At the moment there are many encouraging signs based on the latest data. Let’s hope this trend continues into 2002 and 2020 is the year of recovery of the semiconductor market. However much depends on how the US China trade war pans out. Last week Trump blew hot and cold saying everything from the negotiations were going very well to… Read More


Synopsys is First IP Provider with a Complete CXL Implementation Available

Synopsys is First IP Provider with a Complete CXL Implementation Available
by Randy Smith on 09-11-2019 at 12:00 pm

Synopsys just announced the availability of their IP solution supporting CXL (Compute Express Link). This new protocol is going to be an important component for several applications expected to be shipping starting in 2021. CXL is an alternate protocol that runs on the same physical layer as PCI Express (PCIe). Among other usages,… Read More


Micron beats subdued guidance on output cuts

Micron beats subdued guidance on output cuts
by Robert Maire on 06-26-2019 at 5:00 am

2020 capex likely down at least 20% vs 2019 DRAM & NAND price drops versus slowing capacity. Investors happy cause it could have been worse.

Micron reported $1.05 in Non-GAAP EPS beating street consensus of $0.79 by $0.26. While this looks like a big beat, we would remind investors that estimates for the quarter were about… Read More


Disturbances in the AI Force

Disturbances in the AI Force
by Bernard Murphy on 01-03-2019 at 7:00 am

In the normal evolution of specialized hardware IP functions, initial implementations start in academic research or R&D in big semiconductor companies, motivating new ventures specializing in functions of that type, who then either build critical mass to make it as a chip or IP supplier (such as Mobileye – intially)… Read More


Could China Conflict Curtail Chip Comeback? Part 2

Could China Conflict Curtail Chip Comeback? Part 2
by Robert Maire on 12-07-2018 at 12:00 pm

In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More


Can Huawei Shift From Carrier Leader To Global Cloud Player?

Can Huawei Shift From Carrier Leader To Global Cloud Player?
by Patrick Moorhead on 11-16-2016 at 12:00 pm

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Huawei Technologies is a large, $60B China-based company that, while many in the U.S. may not be familiar with, is a very big name in the carrier and telco equipment and consumer smartphone space—especially in China and EMEA (Europe, Middle East, Africa). The company is making serious moves to expand their reach into the carrier… Read More