Latest stories

  • Trump’s tick is louder than his tock

    Art imitates life, but the ongoing tussle over TikTok’s ownership has begun to resemble the goofy sketches that made TikTok the most downloaded app in history. A compromise solution reportedly crafted by US Treasury Secretary Steven Mnuchin proposes cross-ownership so complicated that it’s impossible to…
  • Putting the chip wars into competitive perspective

    The semiconductor market is a global industry that is likely to reach $1 trillion in 2031 or 2032. The US is the leader in processors and other key products. South Korea is the leader in memory products. European companies are leaders in power semiconductors, where…
  • Samsung turns away from Huawei

    SEOUL – As a tech war rages between Beijing and Washington over Chinese flagship Huawei, indications are that South Korea’s national champion and global semiconductor powerhouse Samsung Electronics has sided with the US. Widespread reports in South Korea that appeared in both TV and online…
  • Samsung digs in deep for the chip wars

    SEOUL – IBM and Nvidia are two vastly different tech businesses but have one thing in common: They both recently announced that Samsung Electronics are making their most advanced semiconductors. IBM announced in an August 17 press release the science and capabilities of its next-generation…
  • Huawei sanctions will destroy US chip industry

    Next month, Chinese leaders will ratify a plan to dominate the world’s semiconductor industry by 2025, in response to US restrictions on Chinese imports of high-end computer chips made with American equipment. Directed against China’s telecom equipment makers Huawei and ZTE, the new US regulations…
  • Washington’s China policy has lost its Wei

    WASHINGTON – The United States’ federal government is obsessed with the Chinese telecom giant Huawei. It has adopted a multipronged strategy to crush the company and decouple the Western world from China’s telecom and semiconductor industries. Although well-intentioned, this effort could seriously harm the US’…
  • What if they had a tech war and nobody cared?

    A pacifist meme from the Vietnam protest era asked what would happen if they gave a war and nobody came. The US is conducting a tech war, but equity markets don’t appear to care. Neither did the Chinese currency, which strengthened sharply overnight. Harsher-than-expected US…