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Monday 28 November 2022
2023 Outlook: US deepens alliance; China carves alternative path
The 2022 National Security Strategy released in October under US President Joe Biden highlighted a series of US-led regional frameworks to support its Indo-Pacific strategies, such...
Thursday 24 November 2022
VIS may gain shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) is in talks about orders for power management ICs with potential customers including Qualcomm, Monolithic Power Systems and...
Friday 18 November 2022
What if US and China come to stalemate
The US-China tensions have sent many wondering how they should run their businesses. On a few recent occasions when I delivered talks, I asked my audiences to vote on four possible...
Tuesday 15 November 2022
Biden's chip curbs outdo Trump in forcing world to align on China
President Joe Biden came to office pledging to abandon Donald Trump's with-us-or-against-us approach to China. Instead, he's forcing US partners to pick sides in a deepening global...
Monday 14 November 2022
SMIC increases capex to secure equipment, talent not affected by US restrictions
China's largest chip foundry, Semiconductor Manufacturing International Corp (SMIC) expressed pessimism about the possibility of a business turnaround in the near term during its...
Tuesday 8 November 2022
Nvidia to sell new chip in China; it says meets US export ban
Nvidia, the most valuable chipmaker in the US, has begun producing a processor for China that conforms to new rules aimed at limiting that country's access to artificial intelligence...
Friday 4 November 2022
US can choke Chinese OLED production if tech war spills into the panel industry
Considering that the US has launched a tech war against China by prohibiting the exports of advanced semiconductors involving US-developed technologies and related manufacturing equipment...
Tuesday 25 October 2022
Cold War 2.0 is evolving more restrictively than US-Soviet era
The issue of export control restrictions on US nationals or green card holders working in/with China-listed "entity" companies is not new. Rules and regulations have existed governing...
Monday 24 October 2022
Beware of zero-sum game in US-China chip war that could last a decade
The White House issued National Security Strategy on October 12, revealing plans for the "decisive decade" for competition between democracies and autocracies. Out-competing China...
Monday 24 October 2022
Leaders in semiconductor in 2030 (3): Who makes the rules?
Sun Tzu's "The Art of War" maintains that you "shape" the battle and your enemy will have to play along. By having competitors and even strategic partners play within a pre-determined...
Friday 14 October 2022
US-China chip war no end in sight? Probably not until February 2023
Despite headwinds on geopolitical risks and cyclical correction, TSMC continued to deliver record performance for 3Q22. However, the 37% drop in its stock prices year to date reflected...
Thursday 13 October 2022
US reportedly grants TSMC, Samsung 1-year waiver for chip equipment export to China
Samsung and TSMC have received one-year waivers from the US government to import chip manufacturing equipment to their fabs in China, according to media reports quoting sources.