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...
Taiwan-based Vanguard International Semiconductor (VIS) is in talks about orders for power management ICs with potential customers including Qualcomm, Monolithic Power Systems and...
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...
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...
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...
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...
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...
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...
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...
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...
The Biden administration is exploring the possibility of new export controls that would limit China's access to some of the most powerful emerging computing technologies, according...
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...
Applied Materials has disclosed that the fresh US restrictions on semiconductor technology export to China are expected to reduce the company's sales by about US$400 million in fiscal...
Starting October 12, US semiconductor equipment makers Applied Materials, Lam Research and KLA have moved to withdraw their engineers and other related staff from China semiconductor...
