2020-08-06 - Daniel Browning

US-China Trade War Reshapes Global Electronics Supply Chain

While the shifting political landscape and subsequent tension between America and China is no secret, the ripple effect is harder…

2020-08-03 - Junko Yoshida

US-China Cold War: How Did We Even Get Here?

The history of U.S.-China relations has been laced with a series of often gratuitous tit-for-tat trade sanctions. How did we…

2020-07-29 - George Leopold

How the US-China Tech Cold War Is Deepening

Semiconductors are the chokepoint in the coming U.S.-China Technology Cold War, a conflict that’s guaranteed to have unforeseen consequences...

2020-07-28 - Barbara Jorgensen

U.S. Export Controls Could Dampen Demand for Chip Gear

U.S. semiconductor equipment manufacturers are waiting for the other shoe to drop as Huawei-aimed export controls could dampen demand for…

2020-07-15 - TrendForce

GaAs RF Revenue Projected to Decline by 3.8% in 2020

RF front-end component IDM and foundry revenues will be affected under dual influences of the COVID-19 pandemic and the ever-intensifying…

2020-07-09 - Fend Wang

China Faces Technology ‘Decoupling’ from Others

China is preparing for the worst case scenario: 'decoupling" of its technology development from other regions...

2020-07-03 - TrendForce

U.S. DOC’s Cancellation of Preferential Treatment for Hong Kong to Impact Semiconductor Industry

U.S. Department of Commerce’s cancellation of preferential treatment for Hong Kong to impact the geographical concentration and manufacturing strategies of…

2020-06-10 - Luffy Liu

Chip Equipment Could Be Next Trade War Target

Under the latest trade regulation, fabless semiconductor companies are worried they will be the next target of sanctions by the…

2020-06-01 - George Leopold

Analog IC Market Goes on Rollercoaster Ride

In the analog IC market, TI continues to lead the pack, as others gear up for 5G, IoT and auto…

2020-05-26 - Jim McGregor

Are TSMC and Huawei Deals Different Sides of the Same Coin?

More sanctions against Huawei and TSMC setting down in Arizona seem to be different sides of one coin, but they…