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VOICE ARCHIVE

David P. Goldman

@davidpgoldman
6 posts
2023-08-26
https://www.ericsson.com/... Ericsson spends $4bn/yr in R&D, Huawei $25 bn (much more in PPP terms). Who prevails in setting tech standards for broadband? Nokia signed the same deal with Huawei last December.
2023-08-26 View on X
Financial Times

Huawei and Ericsson renew a multiyear global patent cross-licensing deal for 5G and other technologies; Huawei owns 20% of global 5G patents

Agreement gives Chinese group a boost after being subject to bans in Europe and the US  —  Huawei has sealed a multiyear patent cross-licensing deal …

2023-08-16
Biden hands CHIPS Act subsidies to private equity for distribution. No-one here in the coop but us chickens. https://www.wsj.com/...
2023-08-16 View on X
Wall Street Journal

The US Commerce Department forms a team of financiers from Goldman Sachs, Blackstone, KKR, and other Wall Street firms to help allocate $39B in chip subsidies

Talent from Goldman Sachs, KKR and Blackstone will help determine how $39 billion in semiconductor chip subsidies are allocated

2023-07-12
Only last week the US trade press was saying that Huawei couldn't find chips for its 5G infrastructure (that can run on 28nm if need be) — now Reuters says that Huawei can fab its own <10nm 5G smartphone chips. https://www.reuters.com/...
2023-07-12 View on X
Reuters

Research: Huawei is plotting a return to the US 5G smartphone market by the end of 2023 using its own chip design tools and SMIC's chipmaking process

- US-sanctioned giant likely to produce 5G chips domestically  — Chips expected to use Huawei EDA tools and SMIC production

The Reuters report that Huawei can make its own 5G phone chips at home was leaked by bloggers earlier. If true, then China is replacing Western chip tech much faster than any Western observer expected. Tech sanctions don't work for very long. https://www.reuters.com/...
2023-07-12 View on X
Reuters

Research: Huawei is plotting a return to the US 5G smartphone market by the end of 2023 using its own chip design tools and SMIC's chipmaking process

- US-sanctioned giant likely to produce 5G chips domestically  — Chips expected to use Huawei EDA tools and SMIC production

2023-05-22
Best performers on CSI 300 Index in past week are semiconductor stocks. Micron is down 6% overnight after Chinese ban; Koreans (Samsung and Hynix) up slightly. Is this a bluff, or can China do without US memory chips? [image]
2023-05-22 View on X
Wall Street Journal

China's Micron ban may boost Samsung's and SK Hynix's sales, an uncomfortable position for South Korea given the companies' exposure to Chinese and US pressure

Samsung, SK Hynix would be best positioned to fill Micron's void, though geopolitical pressure from both Beijing and Washington make for a tough choice

Best performers on CSI 300 Index in past week are semiconductor stocks. Micron is down 6% overnight after Chinese ban; Koreans (Samsung and Hynix) up slightly. Is this a bluff, or can China do without US memory chips? [image]
2023-05-22 View on X
Bloomberg

China says Micron's products caused “significant security risks to our critical information infrastructure supply chain” and warns operators against buying them

less than 2 months after it's announced. The Micron ban applies to major Chinese cos, but impact could be broader. https://www.wsj.com/... via @WSJ Bill Bishop / @niubi : Did they ...