Teardown Reveals Huawei’s Reliance on U.S. Sourcing
A teardown of the latest Huawei P40 phone suggests Qualcomm, Qorvo and Skyworks are still an essential part of the…
Covid-19: Industry Visibility Becomes Impaired
Infineon, Applied Materials and Broadcom have withdrawn their 2020 outlook. Others, including On Semi and NXP, are reducing guidance numbers.
Huawei vs. Xiaomi: Divergent Routes to Success
Huawei and Xiaomi both need to rapidly fill in their supply chains. They're doing it for different reasons, and they're…
Covid-19: Closures in Southeast Asia Bring New Challenges
Our colleagues in China, Taiwan and other regions in Southeast Asia continue to report, from the ground, on the coronavirus's…
U.S. Over-Reliance on China Compounded by Pandemic
Proposed legislation would provide funding for U.S. manufacturing startups, but human capital remains in short supply.
Blog: COVID-19 and the Electronics Manufacturing Supply Chain
Challenges such as Covid-19 and the U.S.-China trade war can create new opportunities for ASEAN, but can the region gear…
Covid-19: What Have We Learned?
Covid-19 has accelerated the shift of manufacturing from China to elsewhere (other countries in Asia) – which had been already…
Will China Remain the Manufacturing Capital of the World?
China as a global manufacturer powerhouse: A strategy that once worked well, but needs to be thought-through.
China Struggles to Return to Work
After local holidays were extended, Chinese companies are challenged to resume full operations. Electronics distributors report delays but no shortages.
Coronavirus Highlights West’s Frailty
How will western economies respond to mitigate the risks inherent on relying on a single manufacturing source?