Asian Juggernauts

Pininvest Analysis on Growth

Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex

Unpacking foundational tech

Pininvest Analysis on Growth

A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without

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Sweet spot for satellites ?

Pininvest Analysis on Technology

Sharply reduced launch costs and radical advance in satellite technology open the door for a new era in global communications. Constellations of satellites still need to prove their case but the future is beckoning

China's Silicon Hearts

Pininvest Analysis on Technology

Whoever controls the production of advanced Integrated Circuits commands the terms of trade between nations...With US and Asian semi-conductor majors protective of their Chinese market shares, it is for the US government to confront new reality

2 more articles in Semiconductor Industry