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.
Category Archives: Strategy
How Can (Should) the US Re-Build Its Semis Industry?
UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]
Down a 5G Rabbit Hole
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
Eye of the Beholder: Nvidia to acquire Cumulus
Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.
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 […]
Noises coming up from the basement of RF
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]
Let’s Just Call it 6G
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]
