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Huawei Got 7nm Chips, Your Move America
The Chip Choke trumps the Credit Crunch for Chinese stimulus. Biden has a range of options to regain credibility around Chinese sanctions, but wants to…
Sep 21
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Nick Zeniou
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Huawei Got 7nm Chips, Your Move America
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Back in 'Nam; The Zero Sum Game
Vietnams gain is China's loss, all while creating long term value for the US.
Sep 17
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Nick Zeniou
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Back in 'Nam; The Zero Sum Game
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Huawei Defies U.S. Sanctions While Beijing Bans Apple; the 1-2 Combo
China's flagrant disregard for U.S. sanctions timed with Apples expanding ban in China sets in motion a new phase in policy. The U.S. either needs to…
Sep 8
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Nick Zeniou
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Huawei Defies U.S. Sanctions While Beijing Bans Apple; the 1-2 Combo
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Huawei's 7nm Chip: All Hands on Deck
Huawei's 7nm chip raises questions about U.S. policy and national security. It is to be confirmed if SMIC has violated US export restrictions but this…
Sep 5
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Nick Zeniou
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Huawei's 7nm Chip: All Hands on Deck
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China's Options for Semiconductor Security
China is responding to US sanctions by expanding production of legacy chips and expediting the development of chip making equipment. Expect more US…
Sep 1
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Nick Zeniou
3
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China's Options for Semiconductor Security
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August 2023
Chinese Ambitions = American Insecurity; Finding Equilibrium in the Pacific
China's Global Ambition Creates American Insecurity: China is pivoting from a manufacturing-centric role to a leader in invention, aiming to ascend the…
Aug 9
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Nick Zeniou
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Chinese Ambitions = American Insecurity; Finding Equilibrium in the Pacific
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June 2023
AUKUS Pillar II vs China's Scientific Industrial Capacity
Amid rapid technological advances, escalating power competition, and shifting alliances, the global geopolitical landscape is in flux. For investors…
Jun 19
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Nick Zeniou
1
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AUKUS Pillar II vs China's Scientific Industrial Capacity
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November 2022
Locking in the China Chip Choke, 20th Century War in the 21st Century
The US came out with new regulation at the start of October that has tightened the chip blockade on China. The new licence requirements limit items…
Nov 5, 2022
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Nick Zeniou
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Locking in the China Chip Choke, 20th Century War in the 21st Century
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January 2022
Tech embargo of Russia and Dept. of Commerce Chip shortage findings
The escalating situation on the Russian-Ukrainian border has led both sides to threaten further actions. The US is weighing measures to block Russian…
Jan 29, 2022
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Nick Zeniou
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Tech embargo of Russia and Dept. of Commerce Chip shortage findings
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December 2021
US Chip Production Recovery, Huawei Fallout, Tightening Tech Controls and FARA
Semiconductor manufacturers are investing massive amounts in expanding capacity using state subsidies. The US is at the highest chip trade surplus in…
Dec 17, 2021
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Nick Zeniou
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US Chip Production Recovery, Huawei Fallout, Tightening Tech Controls and FARA
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September 2021
US Supply Chain Scrutiny and Asian Chip NATO
The US is embarking on an expansion of supply chain regulation not seen for decades. The 100-day supply chain review from the Biden administration put a…
Sep 2, 2021
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Nick Zeniou
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US Supply Chain Scrutiny and Asian Chip NATO
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August 2021
Chip Shortage Update, Fab Wars and Chip Industry Consolidation
The semiconductor industry is adapting to the chip shortage and, business is booming but, there are victims of the supply crunch. The automotive and…
Aug 20, 2021
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Nick Zeniou
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Chip Shortage Update, Fab Wars and Chip Industry Consolidation
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