Hedging The Chip Industry


The chip industry has changed significantly since the last big downturn. And while there is no indication a downturn is on the horizon, analysts are beginning to ask questions about what comes next. Inventory is building at systems companies because of weaknesses in some of the key markets such as mobile phones and tablet computers, and there is a growing risk of trade wars due to recently impo... » read more

Border Tax Shakeup


A border tax is the talk of the financial world. While this has clear implications for car manufacturers, where it's rather easy to tell where parts such an engine block or a braking system were manufactured, it's far less tangible when it comes to electronics in general, and semiconductors in particular. In a complex SoC, IP can be developed in more than one country, and multinational techn... » read more