Made in China 2025: Who Cares?
AspenCore Global Report 7/20/2017 2 comments
Is China's "Made in China 2025" initiative a final, looming doom for the West's manufacturing sector or the beginning China's "maintenance mode"? We start our 4-part special report by introducing China 2025 and posing the question: Will all the smart factory initiatives across the world just end up in helping China?
China Makes Two IoT Calls
News & Analysis 7/6/2017 6 comments
Alibaba debuted asmart speakers the same day Baidu expanded its DuerOS, both attacking Amazon Alexa and Google Home.
IoT Nets Snag Fishing Industry
Blog 6/5/2017 Post a comment
Low power wide area networks are providing connectivity that saves lives and protects fishing zones, lowering costs and safeguarding economies of developing countries.
Home Alarms Ring Up Sales
Blog 5/1/2017 Post a comment
Alarm systems are becoming more valuable as products expand to include detection of fire, carbon monoxide and water leaks, as well as home automation features such as smart plugs, locks, cameras, lighting and thermostat control.
Apple Stops Royalties to Q’comm
News & Analysis 4/28/2017 3 comments
Qualcomm reduced its quarterly revenue forecast by $500 million, charging that Apple has stopped paying it royalties on mobile devices such as iPhones.
Q’comm Returns Fire in Apple Suit
News & Analysis 4/11/2017 3 comments
Apple refuses to pay royalties, pressures partners not to pay them and lied to consumers and regulators, Qualcomm said in response to a patent suit.
Asian Tech Investment in U.S. May Rise
News & Analysis 3/22/2017 4 comments
Taiwan Semiconductor Manufacturing Co. and other Asian tech firms may contribute to a rising tide of investment in the U.S. in response to some expected Trump administration initiatives.
SIA Backs House Republicans’ Tax Plan
News & Analysis 3/14/2017 Post a comment
Semiconductor industry trade association says the "Better Way" corporate tax reform blueprint is a good starting point for creating more jobs and helping chip companies innovate.
Softbank to Sell 25% of ARM to Saudi-Backed Fund
News & Analysis 3/8/2017 4 comments
Softbank is about to sell 25 percent of ARM into a new, Saudi-backed $100 billion investment fund. The Japanese decision appears to be driven by Mubadala -- which owns 100 percent of Globalfoundries -- who is interested in ARM.
EU Privacy Rules Can Cloud Your IoT Future
News & Analysis 2/23/2017 Post a 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.