Mirror Deal Between Magna, Seeing Machines Reflects Regulatory Push
The partners are poised to dominate the driver monitoring market as new rules enter into force.
Forensics
China Crash Shrouded in Mystery
What’s at stake?
Scarce flight data and Beijing’s clampdown on crash information are likely to hamper the investigation into why a China Eastern Airlines flight suddenly nosedived into the ground.
The mystery deepens over precisely what transpired in the cockpit of China Eastern Airlines Flight MU5735 in the moments before the Boeing 737-800 plunged more than 20,000 feet in just over a minute on Monday, before crashing in China’s mountainous Guangxi region.
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Infineon: The Case for a More Aggressive Strategy
By Bolaji Ojo
What’s at stake?
To keep Infineon a strong European brand for generations to come, the company must bulk up with strategic acquisitions. How to do so given a conservative corporate culture will be the main challenge facing its new CEO.
Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’
To get the company to where it is today, Lowe did not just hack off business units but undertook a series of capital investment, R&D, and acquisition actions.
NXP Resets, Victim No Longer
By Bolaji Ojo
What’s at stake
NXP is growing, well above the semiconductor industry average, and is leveraging prior acquisitions and financial strength to establish itself as a major player in the market. Can the company maintain this growth profile in the face of hungry competitors and against the backdrop of its own history? It may take several years for NXP to prove it can withstand market and geopolitical pressures beyond its control.
ASML 2025: Beautiful with a Sprinkling of Risks
By Bolaji Ojo
Few companies are as well-positioned as ASML Holding NV to benefit from the growing infusion of semiconductors in the global economy. It does not itself sell chips, but its lithography equipment make the wands that let semiconductor companies perform their magic in automotive systems; medical equipment; PCs, smartphones; and the fledgling areas of artificial intelligence, IoT, and other connectivity segments.
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A Portrait of Apple Beyond the Hardware
By Bolaji Ojo
Apple Inc. built its enormous fortune on hardware long before services joined the bustling party. As the company contemplates a foray into the automotive market, the question on observers’ minds is how it can reinvent yet another sector, turning the consumer car into a fast-growth revenue engine for Apple that can rival its experience in the smartphone and tablet PC markets.
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