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
Cars are increasingly like “smartphones on wheels”, so manufacturers need to have access to the latest patented 4G and 5G technologies essential to navigation and communications
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
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
The confidence of buy-and-hold investors in Tesla’s ability to grow its leading position in the EV market might ultimately rest on the lack of credibility of the established car manufacturers’ effort to catch up
Mobile payments have become a defining feature of Chinese society and the two Internet majors, Aibaba and Tencent, dominate digital consumer transactions at the expense of traditional banking. The Chinese Central Bank is seeking a way out...
Alibaba, the e-commerce giant, and Tencent, the videogame behemoth, are seeking ways to extend their strong presence in markets roiled by fickle consumer expectations and under competitive pressure. Profits will suffer...
The US tech firms have been putting their trust in a business model guaranteeing identical levels of service across the world but their global offering could be clashing with local expectations, as Amazon's venture in India might suggest
Commerce deserves careful scrutiny as the advance scouting party of a much larger enterprise, the vast infrastructure project staged and controlled by China's Belt and Road Initiative
Greens may be too closely indentified with scientific expertise on climate change to fully recognize the unintended consequences of principled policies, which call for compromise and understanding of the trade-offs required to stay on target
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
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
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
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
Associate Professors J. Johnson and J. DeCarolis, North Carolina State University, envision the advent of grid-scale batteries, providing the utilities with flexible energy delivery, if the price per KwH of lithium batteries continues to plummet
To charge the battery, the anode loads up lithium ions. Ions travel through the electrolyte to the cathode to generate power With a higher ‘upload’, replacing the graphite anode by a silicon – graphite mix anode, the battery will generate more power
A single company, DJI Innovations, from Shenzhen, came to dominate the world market by bringing innovative drones to market at an incredible rate, supported by an unmatched 1 500 persons strong R&D department
