Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
What will happen to Huawei? Huawei now has very few options, and no good ones, for obtaining most of its key components.
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
China has about a dozen RF chip companies, competing at the low end of the market. Ultimately, they will consolidate, but the question is how many will survive and become global players. This pattern likely applies to all of China’s 1,300 chip companies.
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]
Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.
So what is the right model? – Direct subsidies of US semis companies is a bad idea, but there are reasonable policies which only need the government to organize what it already does and unleash the markets and academia to do what they do best.
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.