2019: A Year of Disruption for the Supply Chain
In one year, the electronics supply chain saw a level of disruption that once took decades to achieve. The 1990s…
Apple Ask Manufacturers to Double AirPods Production
In response to rising demand for one of its hottest products, Apple is increasing its business in China, despite the…
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…
A Chinese Perspective of India’s Manufacturing Industry, Part 2
Part 2 of Jenny's report on the investment opportunities which exist in India that could entice Chinese investment.
A Chinese Perspective of India’s Manufacturing Industry, Part 1
A delegation recently travelled to India to get the lie of the land and to puzzle out investment opportunities for…
Semiconductor Industry to Bounce Back in 2020
The semiconductor industry has strong fundamentals, so the state of the economy is what will really drive the rebound. "Rebound…
Huawei: How Big Is Their Lead?
Given a limited role Huawei has been forced to play in the global 5G market, the Chinese giant's most recent…
The Winners and Losers as Trade War Impacts IC Design
Second quarter revenues fall for all top 5 IC design firms as a result of US-China trade war.
American Factory: A Clash of Cultures
Unfettered capitalism meets Chinese state capitalism in a new documentary. The results of this culture clash in down-on-it's-luck Ohio are…
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…