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Category Archives: China

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Consider Yourselves Warned – China Autos

January 30, 2023by D/D Advisors 3 Comments

China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.

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Autonomous Vehicles, China, Electric Vehicles

Shenzhen Wasn’t Built in a Day

January 25, 2023by D/D Advisors 3 Comments

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.

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China

Carrot, stick and waiver

November 17, 2022by D/D Advisors 1 Comment

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.

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China, Components, Electric Vehicles, Silicon
woman and man sitting on brown wooden bench

Decoupling is Hard to Do

November 16, 2022by D/D Advisors Leave a comment

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.

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China, Components

The Android-ification of Cars

October 25, 2022by D/D Advisors 4 Comments

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.

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Apple, Autonomous Vehicles, China, Components

How, Will China Respond?

October 18, 2022by D/D Advisors 2 Comments

China does not have any easy ways to respond to the latest US semis sanctions, but it still has a robust semis industry producing on older manufacturing nodes.

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China
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Fighting the Last War

October 11, 2022by D/D Advisors 2 Comments

The latest US semis restrictions seem to be a dusted off version of 1970’s Cold War measures, but the situation is so different we have a hard time seeing them proving effective and highly likely to spur strong counter reactions in China.

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China, Silicon, Uncertainty
slow signage

Corporate Governance with Chinese Characteristics

September 20, 2022by D/D Advisors Leave a comment

China’s corruption investigation into leading semis professionals can be read as a signal to the industry that Beijing wants to refocus investment into others parts of semis, and this seems to have caused on overall slowdown in semis funding deals.

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China, Silicon

2nd and 3rd Order Consequences

September 8, 2022by D/D Advisors 2 Comments

The ban on export of specific US semis products to China marks a major shift in tactics from the US government. Which opens the question what is the long-term goal here, or do they even have one?

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China, Components, Silicon, Strategy
aerial photography of island

High Level China Semis Overview

August 25, 2022by D/D Advisors Leave a comment

China’s semis industry has made incredible progress over the past ten years, but still has a long way to go.

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China, Silicon

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