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…
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…
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...
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…
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…
China Faces Technology ‘Decoupling’ from Others
China is preparing for the worst case scenario: 'decoupling" of its technology development from other regions...
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…
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…
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…
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…