Covid-19 Exposes America’s Vulnerability — and Resilience
The plague upon us also affords an opportunity to revive our productive capacity, ensuring prosperity for future generations — if…
Teardown Reveals Huawei’s Reliance on U.S. Sourcing
A teardown of the latest Huawei P40 phone suggests Qualcomm, Qorvo and Skyworks are still an essential part of the…
Covid-19: Industry Visibility Becomes Impaired
Infineon, Applied Materials and Broadcom have withdrawn their 2020 outlook. Others, including On Semi and NXP, are reducing guidance numbers.
Huawei vs. Xiaomi: Divergent Routes to Success
Huawei and Xiaomi both need to rapidly fill in their supply chains. They're doing it for different reasons, and they're…
Covid-19: Closures in Southeast Asia Bring New Challenges
Our colleagues in China, Taiwan and other regions in Southeast Asia continue to report, from the ground, on the coronavirus's…
U.S. Over-Reliance on China Compounded by Pandemic
Proposed legislation would provide funding for U.S. manufacturing startups, but human capital remains in short supply.
Blog: COVID-19 and the Electronics Manufacturing Supply Chain
Challenges such as Covid-19 and the U.S.-China trade war can create new opportunities for ASEAN, but can the region gear…
Covid-19: What Have We Learned?
Covid-19 has accelerated the shift of manufacturing from China to elsewhere (other countries in Asia) – which had been already…
Will China Remain the Manufacturing Capital of the World?
China as a global manufacturer powerhouse: A strategy that once worked well, but needs to be thought-through.
China Struggles to Return to Work
After local holidays were extended, Chinese companies are challenged to resume full operations. Electronics distributors report delays but no shortages.