China Winning the Future of the semiconductor industry?

China Winning the Future of the semiconductor industry?
by Bart van Hezewijk on 09-01-2019 at 11:00 am

In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in theRead More


Could China Take the Lead in Installed 300mm Capacity?

Could China Take the Lead in Installed 300mm Capacity?
by Scotten Jones on 02-17-2017 at 12:00 pm

China buys more than half of the semiconductors manufactured in the world and yet only produces less the 10% of their own demand. Recently there have been a lot of announcements out of China about large scale investments in semiconductor manufacturing. The Chinese government for example has announced plans to invest $161 billion… Read More


Shifting Asia Electronics Production

Shifting Asia Electronics Production
by Bill Jewell on 03-25-2016 at 7:00 am

Japan emerged as the largest supplier of consumer electronics in the 1980s. The Japan surge was driven by lower cost labor than in the U.S. and Europe as well as innovative products from companies such as Sony, Toshiba and Panasonic (formerly Matsushita). By the 1990s much consumer electronics production shifted to South Korea… Read More


Semiconductor, Oil, and GDP – Correlated? What’s Expected?

Semiconductor, Oil, and GDP – Correlated? What’s Expected?
by Pawan Fangaria on 02-10-2016 at 7:00 am

In last 3 decades of semiconductor market, the largest growth in IC sales was at 33% in 2010. At that time global recession had started due to financial crisis and in 2009 oil prices fell more than 30%. It appeared that oil prices were negatively correlated with semiconductor market growth. Today again there is another sharp decline… Read More


Semiconductor Usage Revolves Around Asia

Semiconductor Usage Revolves Around Asia
by Pawan Fangaria on 09-07-2015 at 7:00 am

I just read Daniel Nenni’s blog titled “Is Silicon Valley Gridlock a Good Sign for Semiconductors?” Dan, there is no definitive answer to this, I mean in terms of semiconductors. Let me call it Semiconductor Gridlock in Silicon Valley. Yes it’s good because Silicon Valley promotes research, brings up innovative technology and… Read More