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May 29, 2024
Key players such as TSMC and ASE see sales and shares jump, as they expand offshore to hedge risks.
May 27, 2024
Taiwanese fab UMC has begun taking new orders from Texas Instruments, Realtek, and MediaTek. Recent US sanctions shift the global supply chain away from China, but Chinese indigenous demand keeps China in the lead.
May 18, 2024
Safaricom long ago established itself as a national champion of Kenya: its M-PESA product is now available in eight countries in Africa.
May 2, 2024
More than halfway through its incentives spending, the US will have far greater scope to manage shocks
April 30, 2024
We just want to make sure our companies rule the world The US Secretary of State Antony Blinken made the bizarre claim that all the sanctions his coun...
April 29, 2024
U.S. Secretary of State Antony Blinken claims the Chip War is not meant to restrict or hold back China, ignoring real-world impacts on Chinese industry and the claims of other U.S. lawmakers.
April 28, 2024
Last week President Biden visited Syracuse, NY, to do something government officials typically do: tout a massive investment in the local economy. But this was not just...
April 26, 2024
Chinese chipmakers have big incentives to develop alternatives to ASML machines they cannot buy under U.S.-led restrictions. These have become a headache for ASML since 2018, as Washington seeks to limit Beijings ability to make its own advanced chips.
April 26, 2024
Two Chinese nationals were charged of being part of a scheme to illegally smuggle semiconductor processing machinery out of the US to China, breaking export law.
April 22, 2024
European chip machine-maker ASML is at the center of US-China trade tensions. Its new chief executive now faces a daunting political juggling act.