Design
US-China Cold War: How Did We Even Get Here?
How did we even get here? The erratic sequence of diminishing tensions and escalations in the U.S. vs. China conflict…
How the US-China Tech Cold War Is Deepening
When all is said and done, it may turn out that horseshoe bats dwelling in the caves of China’s Yunnan…
U.S. Export Controls Could Dampen Demand for Chip Gear
Semiconductor equipment manufacturers have largely remained silent as the U.S. and China escalate a technology cold war that could disrupt…
China Faces Technology ‘Decoupling’ from Others
China is preparing for the worst case scenario: “decoupling” of its technology development from other regions. The crisis in the…
U.S. DOC’s Cancellation of Preferential Treatment for Hong Kong to Impact Semiconductor Industry
The U.S. Department of Commerce (DoC) announced on June 29 that the newly instituted Hong Kong national security law by…
U.S. Chip Proposals Seek to Revive Domestic Manufacturing
A group of U.S. senators last week proposed yet another bill to revive the domestic chip industry, theAmerican Foundries Act…
Trade Wars May Lead to Excess Inventory at TSMC
Taiwan Semiconductor Manufacturing Co. (TSMC) and analysts who cover the company recognize an inventory glut in the electronics supply chain.…
Chip Equipment Could Be Next Trade War Target
The U.S. has issued a new set of trade rules that hamper American-made semiconductor equipment sales to China. As a…
Are TSMC and Huawei Deals Different Sides of the Same Coin?
The industry was rocked last week by two U.S. announcements that seem interconnected. The first was the Trump Administration’s announcement…
Blog: Politics Haunts TSMC’s US Fab Plan
The announcement by Taiwan Semiconductor Manufacturing Co. (TSMC) last week to build a fab in the United States was very…
Foundry Partners May Face Revision in 3Q20 Activation from the US Ban on Huawei
Regarding the impact on the wafer foundry industry from the latest specifications publicly announced by the Bureau of Industry and…
New TSMC Fab in US: a Tangled Web
Taiwan Semiconductor Manufacturing Co. (TSMC) is no Foxconn. Foxconn promised a big LCD fab in Wisconsin, but that ended up…