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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…
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Nick Zeniou
Back in 'Nam; The Zero Sum Game
Vietnams gain is China's loss, all while creating long term value for the US.
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Nick Zeniou
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…
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Nick Zeniou
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…
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Nick Zeniou
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…
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Nick Zeniou
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