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.
Category Archives: China
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.
How, Will China Respond?
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.
Fighting the Last War
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.
Corporate Governance with Chinese Characteristics
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.
2nd and 3rd Order Consequences
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?
High Level China Semis Overview
China’s semis industry has made incredible progress over the past ten years, but still has a long way to go.
Thanks to China we now see how awesome Starlink can be
China’s defense apparatus demonstrates how Starlink has become a commercially viable consumer satellite offering.
The Brand New 30-Year Old Market
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and likely to accelerate as the cost of chips brings connectivity to many new areas.