The Five Year Plan for Semiconductors
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Category Archives: China
Tears in the Rain – Arm and China JVs
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
Mac on ARM – a few thoughts from the trenches
A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]
The State of RF Semis in 2020
The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.
How China’s Semis Complex Invests for Growth
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
The 5-Year Plan for Telecom Equipment
Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]
This is why we can’t have nice things
Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]
New Report – D2D#24 – CES 2019
We published our newsletter this morning – the 24th issue of D2D – with a look at some highlights to CES. Below is the overview of the piece. Please let […]
Chips for You! And You! Chips for Everyone!
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
Defense Against the Dark Arts: Defending IP in China
Companies that continually add value to their products can outpace the copycats and IP thieves. The trick is understanding the value your company truly provides.
