A Rose Phone by any other name – Huawei spin-out Honor offers some clues on the future of the handset industry.
Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.
Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
Apple’s Missing Profits – The Usual Suspects – Apple seems to have greatly widened its move to low price devices, with the addition of more expensive components (and casings) contributing as well.
China’s leading State-run semis firm is defaulting on $198m in bonds, but this does not signal a change in their National Semis Policy.
A new China Trade Policy for Tech? The US should invest heavily in the things it does well rather than look to limit Chinese companies, but it should also work with allies to pressure China to open its own markets.
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
How Huawei Will Survive? – Huawei probably has a path to save its network infrastructure business, if not its handsets.
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.