Semiconductor Industry
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
Integrated Circuits - a Long March
China's aerospace, robotics and military ambitions are pushing domestic production of semi-conductors to the very top of strategic priorities but geopolitical confrontations remain a wild card
Semiconductor Memory Doldrums
The battle over control of the memory technologies is heating up but, in the short term, subdued smartphone sales and flat data center demand make for negative investor perception. This is unlikely to last
Pininvest Analysis
Experienced professionals, seeking to combine financial acumen and business expertise