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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.
China Fab Boom Fuels Equipment Spending Revival
News & Analysis  
3/16/2017   Post a comment
With 26 fabs scheduled to come on line in China in the next four years, the SEMI trade group is projecting the first three-year run of consecutive semiconductor equipment spending growth since the mid-1990s.
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.
ZTE Agree to Pay U.S. $892 Million Over Iran Charges
News & Analysis  
3/9/2017   4 comments
Chinese telecommunications giant agrees to pay more than $892 million and plead guilty to charges that it violated U.S. export controls on Iran.
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.
Lattice Shareholders Approve China Takeover
News & Analysis  
2/28/2017   3 comments
FPGA vendor moves one step closer to acquisition by China-backed equity firm; U.S. government approval still pending.
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.
G’foundries Revamps China Deal
News & Analysis  
2/9/2017   10 comments
Globalfoundries will own and operate a 300mm fab in Chengdu, China, in partnership with the local government making 180-22nm chips.
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.
IBM Leads as U.S. Patents Rebound
News & Analysis  
1/9/2017   Post a comment
After a 1% dip last year, U.S. utility patent grants rebounded nearly 2% to a new all-time high with IBM still the top winner.
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.
TDK in Talks to Buy InvenSense
News & Analysis  
12/20/2016   Post a comment
TDK is reportedly in talks to acquire inertial and microphone MEMS company InvenSense for about $1.1 billion.
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.
Global Chip Sales Could Be Flat This Year
News & Analysis  
12/19/2016   Post a comment
A new industry forecast calls for semiconductor sales to be flat in 2016, a remarkable turnaround considering the bleak forecasts issued earlier in the year.
Dizzying Heights of Trump Tower
Blog  
12/16/2016   26 comments
The reality distortion field Steve Jobs once deployed looks like a tiny Star Wars hologram projected by R2D2 compared to what’s on the horizon.
Chip Market Brightens in 2017
News & Analysis  
12/14/2016   Post a comment
A Wall Street analyst forecasts the semiconductor industry will return to 5% growth in 2017 after a decline of about 1% this year.
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
Obama Blocks China's Acquisition of Aixtron
News & Analysis  
12/3/2016   6 comments
Move likely to exacerbate tensions over China's place in global semiconductor industry.
Obama Set to Block Acquisition of Aixtron by Chinese Firm
News & Analysis  
12/2/2016   Post a comment
U.S. President reportedly will prohibit acquisition of German semiconductor equipment supplier on U.S. national security grounds.
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’s Patent Record Won’t Travel
Blog  
11/24/2016   4 comments
China hit an impressive but limited milestone in intellectual property.
Trump Win Roils Technology Sector
Blog  
11/9/2016   44 comments
The view of America from Silicon Valley on the day after the U.S. election is, at best, uncertain.
ISO 37001: Application in Supply Chain Risk Mitigation
Blog  
11/8/2016   Post a comment
The new ISO 37001 Anti-Bribery Management Systems standard has significant implications when working with third parties.
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. Needs Big Bet on Chips
Blog  
11/2/2016   17 comments
The U.S. government should launch a new multi-billion national research effort to define a post-silicon semiconductor industry.
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.
LeEco is China’s Disruptive Hybrid
Slideshow  
10/20/2016   8 comments
China’s LeEco is coming to the U.S. with ultra low cost smartphones and smart TVs and an R&D center for them and their deep-learning online services.
Steve Jobs Heard in Supreme Court
Blog  
10/18/2016   Post a comment
In last week's Supreme Court hearing of the design patent case of Apple v. Samsung you could almost feel the presence of Steve Jobs.
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.
Qualcomm, NXP Discuss Merger, Say Reports
News & Analysis  
9/29/2016   10 comments
Qualcomm may be considering buying NXP Semiconductors for more than $30 billion according to multiple press and Wall Street reports.
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.
Linde Starts Specialty Gases R&D in Taiwan
News & Analysis  
9/14/2016   Post a comment
Linde Group, one of the world’s largest suppliers of specialty gases for the semiconductor industry, has established what it says will be a world-leading R&D facility in Taiwan.
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.
Obama Polishes High Tech Legacy
Blog  
8/30/2016   2 comments
We’ve got ObamaCare. This October its ObamaCon, an event in Pittsburgh that is the latest high tech initiative from the White House.
SMIC Raises Target for 2016 Sales
News & Analysis  
8/10/2016   Post a comment
Semiconductor Manufacturing International Corp. (SMIC), China’s largest foundry, today raised its aim for sales this year on unexpectedly strong demand.
China’s IC Industry: 'Don't Let World Bully Us'
Blog  
8/2/2016   5 comments
Recent international forums have concluded the development of China’s IC industry is a threat to the world. Prof. Wei Shaojun makes the case why that's not true.
China Likely to Narrow Chip Gap, IC Insights Says
News & Analysis  
7/27/2016   4 comments
China, which in dollar terms imports more semiconductors than oil, is likely to narrow its chip trade deficit by the end of this decade, according to market research firm IC Insights.
SoftBank/ARM Deal: Political Hurdles Ahead?
Blog  
7/22/2016   Post a comment
The deal could also face hard scrutiny by the European Commission, which is now becoming more critical about consolidation in the technology sector.
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.
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