ast week, the US Senate passed the USICA (The United States Innovation and Competition Act) which includes the CHIPS for America Act. Despite what the title of the USICA and its sub articles might suggest, the policy is largely a manifesto for dealing with a rising and highly competitive China with particular concern for the Western rival’s ambition to achieve semiconductor self-sufficiency and Huawei’s ascension as the leading 5G technology vendor. The Act presents several concrete policy measures to diminish China’s access to US semiconductor technologies and 52 billion USD in federal funding to build a more resilient semiconductor supply chain. But will these policies help the US achieve what the title of the USICA suggest; improve US semiconductor supply chain resiliency and competitiveness in 5G? Will it stop the technological advancement of China and its digital economy long enough for the West to tame it?
Category: Semiconductor End Markets
Tech Insight: RISC-V – Ready or Not?
The semiconductor industry has never faced a more tumultuous and exciting time than now. Competition, innovations, and geopolitics are forcing tectonic shifts in the industry landscape. These shifts have put a spotlight on RISC-V from multiple vantage points that highlight its emerging importance. While it is still early days, SiFive has been at the forefront of advancing the RISC-V agenda and bringing it to the mainstream. The company’s founders are the founders of the open semiconductor standard. How are they approaching an incredibly dynamic market and fast-changing industry?
Huawei Annual Report 2020: A Year of Survival
neXt Curve was in Nice, France attending the premier global event for digital transformation in the telecommunications industry held from May 14th through May 16th and hosted by TM Forum. Leading vendors and operators converged to discuss what it will take help the telecom industry reinvent itself and aid telecom service providers in becoming digital service providers. Now that 5G has arrived in select markets around the globe, the pressure is on for telecom operators to transform their operating models to capture the value promised by the next generation network.
Industry Insight: A Biden Tech Policy
On January 20th, a new US Administration took office in the midst of a global pandemic, economic crisis and deteriorated Sino-US trade & security relations. During the Trump Administration, the tech industry became the epicenter of the trade war as US and China quickly escalated their exchange of tit-for-tat tariffs and bans. What will change under a Biden Administration if anything?
The Essentiality of 5G Invention
As the new Biden Administration settles into the White House and contemplates how to deal with a rising China as it inherits a highly escalated tech war with the second largest economy, the topic of technology leadership has come to the forefront of trade and national security concerns. In particular, 5G is seen as the strategic technology that will be the catalyst for revolutionary economic and societal transformation. But 5G cannot and will not happen without essential mobile wireless technologies. Increasingly, the competitiveness of a nation is deemed to rely on leadership in strategic technologies, namely, 5G.
5G Technology Leadership: Winning in the Global Digital Economy
As the new Biden Administration settles into the White House and contemplates how to deal with a rising China as it inherits a highly escalated tech war with the second largest economy, the topic of technology leadership has come to the forefront of trade and national security concerns. In particular, 5G is seen as the strategic technology that will be the catalyst for revolutionary economic and societal transformation. But 5G cannot and will not happen without essential mobile wireless technologies. Increasingly, the competitiveness of a nation is deemed to rely on leadership in strategic technologies, namely, 5G.
Industry Insight: Will Blacklisting SMIC Slow China’s Advance toward Silicon Self-Reliance and 5G Leadership?
On December 18th, 2020, SMIC (Semiconductor Manufacturing International Company), China’s largest foundry, was added to the Bureau of Industry and Security’s (BIS) Entity List. This was not a surprising move by the US Department of Commerce given the increasing stringency and aggressiveness of the Trump Administration’s tech trade policy toward China over the last couple of years, especially with the advent of the Coronavirus Pandemic. Besides, Secretary Wilbur Ross indicated in September that SMIC would likely join Huawei on the BIS’s Entity List. What are the implications on the semiconductor industry and the future of 5G?
Industry Insight: When Apple Goes 5G, It Matters
“Hi, Speed”. There couldn’t have been a more glaring hint than the splash page for the special iPhone event held on October 13, 2020. As we all suspected, Apple unveiled the 5G iPhone. But it wasn’t just one phone. It was the entire iPhone 12 line up configured with what can only be the latest 5G modem and RF module. If anything, this line up is a shot in the arm for 5G that has suffered a lackluster start and growing doubt about its value to the average consumer. This is what operators around the globe have been waiting for, the 5G iPhone.
Tech Insight: RISC-V
In November of 2019, the RISC-V Foundation moved their base to Switzerland as the US government continued its increasingly aggressive protectionist policies impacting tech trade globally. Flash forward to today. The US Department of Commerce continues to press its campaign against China’s tech industry. RISC-V presents a possible neutral zone in what is a global semiconductor industry divided by geopolitics. Growing interesting in RISC-V have been further fueled by Nvidia’s recent announcement that it would be purchasing Arm for $40 billion. Are the stars aligning for RISC-V?
Tech Insight: TinyML
AI related technologies have been around for decades. It is nothing new despite the recent hype that has elevated AI to the forefront of the “digital” discussion. Why are we excited about AI? It is becoming increasingly ubiquitous thanks to some pivotal advancements in how and where AI can be deployed. TinyML is one of these advancements that promises to bring AI to the tiniest of things.