What are US Policy Goals for Semis?
What is the goal of US Semis Policy? More manufacturing capacity? More leading edge capacity? A bigger semis industry? No one seems quite clear on this and maybe that is for the best.
Category Archives: China
Huawei Watchers and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.
Did China do Intel a Favor?
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators […]
How do you say Trade War in German?
China has become a net exporter of vehicles for the first time in its history. They are selling a lot of EVs to the world, and that will reverberate throughout the global economy.
How many CPUs do we need?
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.
Consider Yourselves Warned – China Autos
China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.
Shenzhen Wasn’t Built in a Day
South China’s electronics complex is built on human capital and intangibles as much as it is on plain, old-fashioned capital and money. This makes it harder for anyone else to replicate.
Carrot, stick and waiver
The US has a number of ways to encourage allies to support its semis restrictions on China. These range the “stick” of enforcement to the “carrot” of waivers and targeted expansion of the restrictions.
Decoupling is Hard to Do
The decoupling train has left the station – with US companies showing clear momentum in reducing or eliminating their reliance on China. China still has a lot to offer, and while the process will take years, there are a growing number of alternatives.
The Android-ification of Cars
The shift to EVs is disrupting the auto supply chain. To name just one example, Foxconn, the company that epitomizes the model which separates electronics design and manufacture is now aggressively promoting its ability to replicate that model for cars.