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.