Can Apple Untangle Itself from China?
The answer to the question above may be no, but Apple must begin moving more of its manufacturing and procurement activities out of China to avoid future supply chain snafus.
Uncoupling from China will be difficult. China’s transformation into the world’s second-largest economy and Apple’s giddy revival starting in the 1990s unfolded in parallel. China owes much of its stupendous economic growth over the last several decades to heavy outsourcing of Western manufacturing.Read More »What Caught Our Eye This Week
Intel CEO Says U.S. Technology Restrictions on China ‘Inevitable’
Intel CEO Patrick Gelsinger said China deserves export restrictions imposed by the Biden administration, including further curbs on the ability of Chinese chipmakers to gain access to leading-edge semiconductor and other advanced technology developed by U.S. companies and Western allies.
Semiconductor Inventory Jumps in Korea as Demand Weakens
South Korea’s semiconductor inventories increased at the strongest pace in May, rising more than 53 percent from the previous year’s comparable month. That’s among the clearest signs yet of slowing demand from manufacturers.
Velodyne Lidar Signs Up with Boston Dynamics
Lidar suppliers are in dire need of new sensor applications as the volume market for fully automated vehicles remains in limbo. That reality is forcing lidar vendors to come up with a Plan B.
U.S. Electronics Found in Russian Weapons
Electronic components manufactured by Analog Devices, Intel Corp., Onsemi, Texas Instruments and others have been discovered in a range of Russian weapons captured during its invasion of Ukraine.