AI - To bubble or not to bubble ?
AI is a struggle for progress on multiple fronts - the line will never be as smooth as promised – with an array of mutually supportive technologies, staged advances will be a slog, not a sprint
semiconductors
ASML and the semiconductor ecosystem
The year on year share price performance (topping 100%) is compelling but investors anticipate very strong earnings, going forward, to bring PE in line with the high flyers of the semiconductor supply chain
ASML the horse and the barn
The disruptive potential of AI-based technologies has raised American concern about China's 'military-civil fusion' strategy and the forceful geopolitical pressure by U.S. Administrations on foreign allies has been successful, up to a point...
Car chips are down
With multifarious disruptions portending instability the car industry could run aground on treacherous shoals in the coming decade. Risky bets on an uncertain future, strategic choices need to be visionary while grounded in industrial strengths
Space cybersecurity
Satellites rely more and more on off-the-shelf technology, involving multiple manufacturers and, given the complexity of supply chains and the multiple parties involved in their management, it’s often unclear who bears responsability for cyber breaches
Asian Juggernauts
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
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
Tackling the Chinese offensive
The semi-conductor industry is at the nexus of the most critical issues overshadowing US-China relations, from the protection of intellectual property to fair competition to national security
China's Silicon Hearts
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