What’s at stake?
Ousting Herbert Diess might win a popularity contest inside the Volkswagen Group, but it hardly fixes the German carmaker’s structural problems. Stakes are high for new CEO Oliver Blume, who must simultaneously restore VW’s software excellence, battle a conservative corporate culture, and reverse significant sales losses in China.
By Gary Hilson
What’s at stake?
Optane is the only phase-change memory currently available, giving Intel another first-mover advantage. Whether Optane is able to challenge traditional DRAM and NAND technologies in data center and other enterprise applications remains to be seen.
If the tortured debate over funding a revival of American semiconductor manufacturing is any indication, then the United States is far from forging a badly needed technology innovation strategy.
Read More »First, Semiconductors. Then, an Innovation Road Map
By Bolaji Ojo
What’s at stake?
TSMC is in peak performance mode fueled by advanced technologies, a strong cash position and deep, long-term relationships. Its results do not reflect how the rest of the industry will fare as competitors work to catch up.
By Bolaji Ojo
Semiconductors will continue to be manufactured and consumed principally in Asia for the foreseeable future even if efforts by governments to revive and increase chip production in Europe and North America succeed and surpass current expectations. That is the conclusion reached by the Ojo-Yoshida Report after reviewing the latest regional sales data from ASML N.V., the world’s No. 1 supplier of semiconductor manufacturing equipment.
Read More »ASML Results Show Asia Will Retain Chip Production Dominance
Level 5 is a fantasy destination for now, and consumers don’t even want to go there. Luckily there’s an alternative route to demonstrable automation competency.
By Peter Clarke
Reports that the United States is pressuring the Netherlands to withhold export licenses for deep-ultraviolet (DUV) lithography equipment ratchets up the U.S.-China trade/cold war that has been growing in intensity since 2018.
Read More »China and the Turn of the Deep-UV Screw
A Munich district court found Tesla’s autopilot assistance system unreliable, terming it a “massive hazard” in city traffic.
By Bolaji Ojo
The U.S. CHIPS Act is languishing in Congress. But it can pass in the next weeks if the right actions are taken and if proponents offer the concessions that lawmakers can justify to the electorate.
Advocates of the $52 billion bill know exactly why it is stuck: there is tenuous support for it in both chambers. The support is especially lukewarm in the Senate where some members are wary of handing out billions to support an industry crying wolf even as it spends huge sums on share buybacks, stock dividends and executive compensations.
Read More »U.S. CHIPS Act: Here’s Why and What Congress Should Swiftly Approve
By Rebecca Day
What’s at stake?
Carmakers are investing big sums in EVs, but charging anxiety has many U.S. consumers hesitant to buy in. Could a charger robot be a solution.
