CEOs Skeptical About Rumours of an End to the Trade War
Tech leaders at the Global CEO Summit in Shenzhen welcome the possible truce in the U.S.-China trade war, but most…
Is it Time to Put Huawei in the Rear-View Mirror?
The U.S. chip industry seems to think the Chinese market will always be there, but Huawei is gradually giving up…
Blog: How the Japan-Korea Trade War Impacts the World
By restricting exports of key chemical materials to South Korea, Japan has already done irreparable harm to the global electronics…
Renewed Trade Talks Offer Reprieve for Chipmaker
U.S. chip stocks (and spirits) were boosted over the weekend by renewed trade talks between the U.S. and China and…
Blog: The Cold War with Huawei
Political theater doesn't accomplish much. Quiet diplomacy might be less satisfying, but it tends to lead to better outcomes.
TSMC to Stick with Huawei
TSMC plans to continue making chips for Huawei even as other companies in the global semiconductor ecosystem are complying with…
Tech Warfare Hurts us All
"The damage done by this outbreak of open technology warfare is likely to be much more serious and long-lasting than…
Will China Blink First?
Tariffs and Trump's executive order have replaced 40 years of economic integration. Vulnerable China could blink first in a trade…
Arm Deals Crushing Blow to Huawei
Arm is cutting off all contact with Huawei - even conversations at trade shows - according to a memo reportedly…