Category: China
Posted Date:
-
Deep Tech is the Future
China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be…
-
Leap Frogging with China Semis
China’s 1,000+ fabless chip design companies are largely emerging in greenfield, new markets – new technologies like AI or new customers like Chinese auto OEMs.
-
What will happen to Arm now?
If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.
-
China Chip Update – Tencent and Innosilicon
Two Chinese companies – Tencent and Innosilicon – launched chips this month that look to be important steps forward for China’s semis efforts.
-
Patents are the new Oil?
Are patents the new Oil? – China’s courts are paving the way for Chinese companies to change the way the global patent system runs.
-
China’s Patent March
China’s Patent March: In which the word “Encourage” does a lot of work – China is seeking to move its economy up the value chain, and this has meant a shifting series…
-
What is Going on with Arm China?
What is Going on with Arm China? – Arm’s China JV has gone fully rogue, declaring independence, adding quite a wrinkle to this ongoing drama.
-
Idle Speculation on Nvidia and Arm
Idle Speculation on Nvidia and Arm – Could Nvidia’s acquisition plans for Arm break? Probably not, but Arm customers hate the deal, regulators do not seem to like it either, and it…
-
A Funny Shape for a Monolith
A Funny Shape for a Monolith – So much of the coverage of China’s government fails to grasp the complexities. The recent tech crackdown is just the latest example of policy decisions…
-
Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless2021 State of the Mobile Baseband
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
