tag: trade war

Regaining The Edge In U.S. Chip Manufacturing
By Mark LaPedus & Ann Steffora Mutschler - 26 Oct, 2020 - Comments: 16

The United States is developing new strategies to prevent it from falling further behind Korea, Taiwan, and perhaps even China in semiconductor manufacturing, as trade tensions and national security concerns continue to grow. For years, the U.S. has been a leader in the development of new chip products like GPUs and microprocessors. But from a chip manufacturing standpoint, the U.S. is losin... » read more

The Next Wave Of Consolidation
By Ed Sperling - 28 Sep, 2020 - Comments: 0

End markets and technologies are changing, stock prices are up, and interest rates are down. Those are the necessary ingredients for acquisition binging. So why isn't much happening? The answer is that more industry consolidation is ahead, but it's all happening more slowly than the economics would suggest. Some of the reasons are obvious, others less so. The big delay is the COVID-19 pa... » read more

Week in Review: IoT, Security, Autos
By Jeff Dorsch - 09 Aug, 2019 - Comments: 0

Products/Services Synopsys agreed to acquire QTronic, a German company specializing in simulation, test tools, and services for automotive software and systems development. The transaction is expected to close in the fourth quarter of the company’s 2019 fiscal year. “The terms of the deal, which is not material to Synopsys financials, are not being disclosed,” Synopsys said in a statemen... » read more

Week In Review: Manufacturing, Test
By Mark LaPedus - 02 Aug, 2019 - Comments: 0

Trade wars Talks between the United States and China continue to stall and the two nations are still embroiled in a trade war. So this week, U.S. President Donald Trump would like to impose a 10% tariff on the remaining $300 billion list of China-based imports starting Sept. 1, according to a report from Reuters. This in turn will impact the electronics and IC industries. In response to the... » read more

Week In Review: Manufacturing, Test
By Ed Sperling - 26 Jul, 2019 - Comments: 0

Deals Apple will pay $1 billion to buy Intel's smartphone modem unit. Under the terms of the agreement, Apple will hire 2,200 Intel employees and acquire Intel's IP and equipment. The deal, expected to close in Q4, puts an end to Intel's attempts to win a piece of the smartphone market. But the chipmaker retains the right to develop modems for non-smartphone applications, including PCs, IoT de... » read more

China Accelerates Its Timetable
By Ed Sperling - 25 Jul, 2019 - Comments: 0

China has been doing more than just creating a separate supply chain. It has begun an entirely separate stock market with backing from the government. Known as the Star Market, this offshoot of the Shanghai Stock Exchange includes some big-name companies such as Alibaba, Xiaomi and Tencent. But what's particularly noteworthy is that the government is supporting top startups like governments ... » read more

The Danger Of Twin Supply Chains
By Ed Sperling - 18 Jul, 2019 - Comments: 0

No matter how the ongoing dispute between the United States and China turns out, damage already has been done. It's not the kind of damage that is immediately visible to the outside world. It's more of the long-term, policy-shift kind of problem, which over time will likely prove much worse. Many executives have termed recent sanctions on Huawei and other Chinese companies "China's Sputnik m... » read more

Week In Review: Manufacturing, Test
By Mark LaPedus - 21 Jun, 2019 - Comments: 0

Trade wars In recent testimony before a U.S. government panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines. These items are central to the semiconductor manufacturing process. “SEMI asserts that these tariffs will harm not only companies operating in the U.S., but other companies as well in the semiconductor supply chain... » read more

Falling Chip Forecasts
By Mark LaPedus - 20 Jun, 2019 - Comments: 1

It’s time to take a pulse of the semiconductor market amid the memory downturn and trade frictions with China. For some time, the DRAM and NAND markets have been hit hard with falling prices and oversupply. Then, the Trump administration last year slapped tariffs on Chinese goods. China retaliated. And the trade war rages on between the U.S. and China. More recently, the U.S. Department... » read more

SEMI Calls For U.S.-China Tariff Removals
By Jay Chittooran - 20 Jun, 2019 - Comments: 0

In testimony today before a U.S. government interagency panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines, which cover items central to the semiconductor manufacturing process. Mike Russo, vice president of global industry advocacy at SEMI, explained in his testimony that while SEMI strongly supports efforts to better... » read more

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