AI Chips: The Next (maybe Last) Semis Frontier
The market for AI chips is putting new strain on the large chip companies, who have so far been largely absent from the market.
Category Archives: Strategy
Why is no one investing in games?
Traditional ventures have some good reasons for shunning investing in games, but that leaves a big blind spot for someone else to fill.
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 […]
