EU Privacy Rules Can Cloud Your IoT Future News & Analysis 2/23/2017 1 comment Looming large for the MWC crowd are two unresolved issues: the security and privacy of connected devices. EU’s privacy rules will affect not just big data companies like Google but also IoT companies, even when located outside Europe.
Winners & Losers of GloFo's China Deal Blog 2/13/2017 18 comments Globalfoundries’ $10 billion Chengdu fab announcement is a reminder of China’s inexorable arms race for semiconductor production capacity. Who just gained from the deal? Who's losing ground as the fab tsunami sweeps over China?
Travel Order Stifles Startup Founder News & Analysis 2/13/2017 1 comment The founder of startup Kandou Bus was among unintended victims of President Trump’s travel restrictions that prevented him from receiving an award in person.
Network OEMs Face China Review Blog 2/10/2017 Post a comment The Cyberspace Administration of China published a set of draft rules February 4 to establish a network security review committee responsible for assessing the security of network equipment and services under the new Network Security Law.
Chip Group Sets 2017 Policies News & Analysis 2/2/2017 Post a comment The Semiconductor Industry Association released an eight-point policy agenda for 2017 that may clash with President Trump’s plans on trade and immigration.
Q'comm-NXP Faces Trump, China Hurdles News & Analysis 2/2/2017 9 comments Qualcomm’s $39 billion acquisition of NXP could hit a snag. China’s MOFCOM could target the deal by demanding material divestitures as a condition of clearance. CFIUS could object to concessions Qualcomm and/or NXP might offer to MOFCOM.
Trump, Brexit Cloud Upbeat 2017 News & Analysis 1/27/2017 7 comments The semiconductor market is posed for a better year ahead but uncertainties with President Trump, China and Brexit could sway the numbers.
Talent Hunt in China's Memory Triangle News & Analysis 1/26/2017 19 comments Tsinghua Unigroup’s recently disclosed d plans to build a $30 billion memory chip in Nanjing was unexpected – even by many China watchers. Unfolding are fierce battles over talent, manufacturing equipment and regional financing – among Xi’an, Wuhan and Nanjing.
Patent Suits Hit Q’comm Profits News & Analysis 1/25/2017 8 comments Qualcomm’s quarter profits fell as a result of a fine from the Korea government in one of now five cases alleging unfair patent licensing.
China Goes on an M&A Diet Blog 1/24/2017 2 comments A decade-long trend of the China government encouraging Chinese businesses to expand globally by acquiring resources, advanced technologies, and distribution channels overseas is hitting a speed bump.
Trump: Man Without Scruples Blog 1/23/2017 26 comments The world isn't so sure yet which Trump will show up for the long haul. The Chinese government, too, is still deciding how to react to the new U.S. president.
FTC Slaps Qualcomm with Suit News & Analysis 1/17/2017 1 comment The U.S. Federal Trade Commission filed a complaint alleging Qualcomm is unfairly using its dominance in cellular baseband processors against rivals and customers.
China Defends Big Chip Bet News & Analysis 1/12/2017 23 comments Foundry and capital equipment executives from China defended the country’s government-led drive to build its semiconductor industry.
Korea Fines Q’comm Nearly $1B News & Analysis 12/28/2016 5 comments Korean regulators fined Qualcomm nearly $1 billion following a two-year investigation into its patent licensing practices, a decision the company will appeal.
China’s Memory Drama: Must-See in 2017 News & Analysis 12/19/2016 3 comments China’s memory chip production plans became evident to close industry observers in 2016. What they’ll be watching for next is, who will make the first move in devising and negotiating technology licensing agreements or joint ventures with China.
Lurking Behind Every M&A Is China News & Analysis 12/13/2016 3 comments Despite all the buzz in the global semiconductor industry about the accelerated consolidation of chip vendors, the biggest story this year goes untold — the presence at the negotiating table — in almost every M&A deal — of Chinese investors
Weighing China’s 1.1 Million Patents Blog 11/25/2016 6 comments U.S. innovators should not misconstrue the higher absolute number of patents filed in China in 2015 to imply anything about the strength of U.S. innovation or the U.S, IP marketplace.
China Signs IoT Interop Plan News & Analysis 11/8/2016 Post a comment The Industrial Internet Consortium signed a deal with China officials that's part of an expanding network of global agreements on interoperabilty in IoT.
U.S. Convenes Chip Study Group News & Analysis 10/31/2016 8 comments The Obama administration convened top semiconductor executives to make recommendations on what the sector needs to deal with threats from China and a slowing Moore’s law.
Lam/KLA Failure Cools M&A News & Analysis 10/6/2016 Post a comment Regulators struck down a proposed merger of Lam Research and KLA-Tencor, signaling collaboration will be the focus in process technology.
Imagination 2.0 Update Ships News & Analysis 9/26/2016 Post a comment Imagination Technologies predicts profits this year with streamlined operations under a new CEO and thoughts of new core IP licensing models.
Samsung Gets Kicked Off the Plane Blog 9/13/2016 2 comments Lithium-ion battery fires are infrequent but not rare. Incidents involving Samsung’s latest smartphone may encourage mobile device makers to reexamine the integrity of their power trains.
SoftBank’s Son: Quixotic or Prophetic? News & Analysis 7/20/2016 14 comments Unlike most investors, SoftBank’s CEO gets the importance of hardware. He emphasized ARM will become “central to SoftBank’s core biz," hardware is key to the platform definition, and Alibaba hopes to play a role in bridging ARM with China.
Qualcomm Faces $900 Million Fine from Korea News & Analysis 7/20/2016 Post a comment South Korea's Fair Trade Commission (FTC) has said that semiconductor and telecoms company Qualcomm is facing a fine of up to 1 trillion won (about $875 million) for allegedly violating antitrust regulations, according to a Korea Times report.
Brexit, Techxit? Blog 7/20/2016 Post a comment ARM/SoftBank deal: Is there a steady-state theory of tech company creation and destruction or are we living in a big-bang technology world?