Semiconductors


South Korea's SK Hynix Caught in Crossfire of US-China Trade Conflict

As the economic and military power struggle between China and the US continues to intensify, the US has decided to reduce China's access to advanced technology by announcing plans to ban or restrict semiconductor companies such as SK Hynix from operating in Ch...

By Robin Mitchell | 04-03-2023

The Impact of Semiconductor Oversupply on Memory Chip Prices

Recent earning reports from tech giants Intel and Samsung reveal a marked decrease in revenue from the consumer electronics sector, largely due to the persistent shortage of memory technology components like NAND and DRAM chips. The COVID-19 pandemic, along wi...

By Robin Mitchell | 06-02-2023

Google to Make RISC-V a Major Platform for Android

As RISC-V continues to increase in popularity, many businesses are now turning to the processor architecture, including Google, which has just recently announced that RISC-V will become a major platform supported by Android. Why has RISC-V become so popular so...

By Robin Mitchell | 05-01-2023

UK Government to Explore How to Boost Semiconductor Industry

The ongoing worldwide semiconductor shortages have made the importance of secure semiconductor supply chains abundantly clear, and in recognition of their significance, the UK government has now announced a new plan to research potential initiatives to boost t...

By Robin Mitchell | 13-12-2022

What’s the One Big Reason Why China Will Not Invade Taiwan?

The answer is microchips. And before you react by thinking that’s precisely why China would invade Taiwan to get hold of that country’s highly successful chip fabrication sites, think again. The enormous global demand for semiconductor products and the influen...

By Paul Whytock | 08-12-2022

UK Government Orders Nexperia to Sell Newport Wafer Fab Over National Security Fears

Some months ago, we reported on the acquisition of a Welsh semiconductor plant by a Dutch company that is entirely owned by a Chinese business, and while we felt that there were limited risks at the time, the UK government has now ordered the new owners to sel...

By Robin Mitchell | 06-12-2022

US Imposes More Restrictions On China, & China Will Tax Those Who Don't Use Chinese Chips

In another turbulent week, US lawmakers have introduced more restrictions against the use of Chinese telecommunication equipment, and China has pushed for manufacturers to use 100% Chinese-sourced parts. What challenges has China presented to the world, what h...

By Robin Mitchell | 29-11-2022

Will the Semiconductor Chip Shortage Morph Into Over-Supply & Tumbling Prices?

Many industries worldwide are still struggling to purchase adequate semiconductor stocks to enable them to manufacture a sufficient product to meet customer demand. Prime among these industries are car makers who are feeling the effects of the car chip shortag...

By Paul Whytock | 14-11-2022

Is ARM Changing Its Licensing Model? Apparently, And According To Qualcomm, It’s Not Good

While nothing has been officially confirmed, Qualcomm has accused ARM of unfair practices in its desire to change licensing terms that would have a major effect on OEMs. What exactly has Qualcomm accused ARM of, how would this affect OEM manufacturers, and is...

By Robin Mitchell | 03-11-2022

Liz Truss to Push ARM for UK Listing

With the Nvidia acquisition of ARM having failed, ARM now intends to go public, but instead of listing in the UK, ARM is intending to list on the US market. What exactly does Liz Truss intend to do, why is ARM a particular cause for concern, and is it right fo...

By Robin Mitchell | 03-10-2022

US Announces Export Bans on Modern Semiconductor Technologies

Recently, the US government announced a wave of new export bans that prevent foreign nations (i.e. China) from developing state-of-the-art semiconductors. What exactly does the ban include, how will these hinder China's attempts, and is there any real benefit...

By Robin Mitchell | 22-08-2022

China's Investment Corruption in Semiconductor Industry Funding

What do you get when you mix government money and communism? Answer, corruption and incompetence. Recently investments from the Chinese government into home-grown semiconductors have already seen multiple corruption charges filed against fund managers due to p...

By Robin Mitchell | 12-08-2022

Hyundai To Manufacture Their Own Automotive Semiconductors

Recognising the challenges faced by the semiconductor industry, Hyundai recently announced that it will be manufacturing its own automotive semiconductors to help secure its own supply chain as it moves into the electric vehicle industry. Why are EVs particula...

By Robin Mitchell | 08-08-2022

SMIC rumoured to have reached 7nm capabilities despite US efforts to prevent Chinese semiconductor development

Recently, engineers at TechInsights have de-capped a bitcoin miner ASIC manufactured by SMIC and discovered that 7nm technology is being used. Why is the west trying to prevent Chinese semiconductor development, what did the engineers discover, and is it a thr...

By Robin Mitchell | 02-08-2022