Category: China
Posted Date:
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Tariffs Are a Waste of Time
We met a cable company in China with a factory in China and an identical plant in Thailand built entirely to serve US customers are skirt US tariffs.
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Dubious Historical Parallels – The 5:5:3 Treaty
The Naval Treaty of 1922 was seen as an insult to a rising Asian power, a rallying cry that led to further conflict. But its backward focus on old technology limited its…
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What are US Policy Goals for Semis?
What is the goal of US Semis Policy? More manufacturing capacity? More leading edge capacity? A bigger semis industry? No one seems quite clear on this and maybe that is for the…
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Huawei Watchers and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this…
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Did China do Intel a Favor?
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators threw the…
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How do you say Trade War in German?
China has become a net exporter of vehicles for the first time in its history. They are selling a lot of EVs to the world, and that will reverberate throughout the global…
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How many CPUs do we need?
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.
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Consider Yourselves Warned – China Autos
China’s EV market is an exercise in controlled chaos that is likely to reshape the global auto industry.
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Shenzhen Wasn’t Built in a Day
South China’s electronics complex is built on human capital and intangibles as much as it is on plain, old-fashioned capital and money. This makes it harder for anyone else to replicate.
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Carrot, stick and waiver
The US has a number of ways to encourage allies to support its semis restrictions on China. These range the “stick” of enforcement to the “carrot” of waivers and targeted expansion of…
