V13: 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...
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Nick
- Jan 28, 2022
V12: 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...
Nick
- Dec 16, 2021
V11: 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...
Nick
- Sep 2, 2021
V10: 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...
Nick
- Aug 20, 2021
V9: 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...
Nick
- Jun 8, 2021
V8: Chip Shortage, Taiwan Conflict and Semiconductor Independence
The semiconductor shortage is spreading and will materially impact industrial production for 2021. Autos are the most obviously impacted,...
Nick
- Feb 19, 2021
V7: Semiconductor Shock, Rationing and Escalation
Pandemic related lockdowns have driven global demand for consumer electronics through the roof as people stock up on home office and...
Nick
- Jan 31, 2021
Deep Dive V1: Quantum computing algorithms and applications
This is the first volume in a new format, Zen on Tech Deep Dive for the pro interested in an analysis on a specific topic. In this...
Nick
- Sep 27, 2020
V6: Export restrictions on SMIC, Taiwan independence, Nvidia-Arm IP roll-up
The US is seriously weighing export restriction on China’s top chipmaker - SMIC, resisting the fusion of Chinese military and civilian...
Nick
- Aug 11, 2020
V5: Tech blockade, Huawei halts production, chip history, R&D spending, latest news
More countries are participating in the tech blockade amidst the pandemic, narrowing window of opportunity for China - Huawei forced to...
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