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 […]
Category Archives: China
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.
The Elephant in the Room: IP in China
Chinese companies face brutal domestic competition and government pressure to move up the value chain. Following historic patterns as old as technology they seek to ‘learn’ from foreign companies, including their JV partners.
Do not think of China as a Monolith
This post is part of our ongoing series on Doing Business in China. You can find the introduction to this series here. For those who have lived in China for […]
“Wow, China is not what I expected”
This post is part of our ongoing series on Doing Business in China. You can find the introduction to this series here . This piece is written by D2D Principal, […]
And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]
Doing Business in China?
We are planning a series of posts on doing business in China. This has long been a mainstay of our work, and we now have enough distance from client engagements […]
