Category: China
Posted Date:
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A Few Thoughts on the App Crackdown in China
Reading all the latest news from China’s app crackdown reminds of the work Joe Studwell did looking at other Asian economic success stories. China appears to be ‘refocusing’ its big tech companies…
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Plumbing is important
Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.
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The 5-Year Plan for Semis
The 5-Year Plan for Semis – the whole debate about industrial policy for the US semis industry is muddled. One clue – whenever people start talking about Shenzhen it means they are…
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Mobile IP: Don’t hate the player, hate the game
Don’t hate the player, hate the game – IP for the wireless standards is in the news again, and we are likely going to see a lot more wrangling in this arena…
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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, StrategyIntel 2.0’s customer dilemma
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and…
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Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
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ARM Wrestling
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have moved their…
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CFIUS – Insert Pun Here
CFIUS – Insert Painful Pun Here – CFIUS is apparently set to review approved deals – will there be more forced sales? Will start-ups with Chinese investors be forced to return the…
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Corporate Shells are 9/10s of the Law
Corporate Shells are 9/10s of the Law – Chinese companies often operate under immensely complex ownership structures, which the US fears confers unfair advantages, but more likely the opposite is true, with…
