Korean & Taiwanese Governments May Restrict the Use of Huawei Telecom Equipment Products
It was announced on February 7th that the South Korean National Assembly will start to discuss the threats that Huawei's products may pose on the...
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The War on Huawei, Its Impact on TSMC, and the Invincible Spanish Armada
Huawei is one of the largest telecom equipment companies in the world and it is also one of the top customers of Taiwan Semiconductor Manufacturing...
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China Strategy of Promising to Buy Stuff Just Might Work on Trump as He Looks for an Easy “victory”
US-China trade negotiations are focusing on the easy parts to avoid truly difficult discussions on thornier structural issues. Beijing is trying...
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2019 Semiconductors: 5%+ Decline
An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers. In this post I explain the...
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Intel. Dogged By Headwinds In The Year Of The Pig
Intel's fourth quarter 2018 results last week missed on earnings to the tune of $360 million. That, combined with a tepid outlook for 2019 YoY...
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