By Bolaji Ojo
What’s at stake?
Patrick Gelsinger has championed the transition of Intel into a manufacturing and foundry giant. As part of that process, he should take over as CEO of Intel Foundry Services and take charge of its future. Pending a possible spin off, Intel should name a separate CEO for the client computing, datacenter and AI, network and edge and accelerated computing systems and graphics businesses.
When Japan announced late last week a national project to launch a semiconductor company dubbed Rapidus, backed by the country’s biggest companies in partnership with IBM, I suspect I was not alone when I groaned, “Not again.”
Many understand that Japan loves ambitious long-term R&D projects. These national initiatives provide a pretext for ministry officials to goad Japanese corporations into pooling their resources to create new technologies. The point is to keep Japan competitive in advanced technologies.
Read More »Dissecting Rapidus, Japan’s Shiny New Chip Project
If, as China watchers emphasize, Beijing desires respect above all else, it must earn that respect by adhering to international norms on issues ranging from market access to intellectual property rights.
Read More »Failure to Communicate: Backing Away From China’s ‘Overreach’
As a cub reporter in Tokyo in 1992, I covered the U.S.-Japan chip war. Living now in the U.S., I’m watching America’s latest chip war with China building steam like a slow-motion train wreck.
In both conflicts, the U.S. goal is defending its lead in technology innovation, while hobbling its rival’s rapid advances.
Read More »Tale of Two Chip Wars: First Japan, Then China
If the shuttering of Argo AI marked the end of the beginning, the beginning of the end is the realization that technological development in the automotive industry is always an iterative process.
What’s at stake?
What went wrong with Argo AI is the wrong question. Rather: What’s up with Argo’s investors? What outcome did investors Ford and Volkswagen expect? Were they prepared to play the long game? Most important, do they understand what it takes to build a highly automated vehicle that’s both sexy and safe?
As the enthusiasm of its largest investors–Ford and Volkswagen–for autonomous vehicles waned, Argo AI’s fate was sealed.
Read More »Argo AI’s Demise Reveals Automakers’ AV Miscues
Beijing’s attempts to create a complete technology ecosystem, including extended supply chains for semiconductor design, production and packaging, are being boxed in on a number of fronts.
By Bolaji Ojo
What’s at stake:
China’s role in global commerce is attracting closer scrutiny. Even as they embrace the opportunities China offers, trade partners are seeking to determine where the nation poses dangers to them.
Our upcoming webinar will sort the hype from the reality of leveraging virtual worlds.
You know a government program is institutionalized when the acronyms start flying.
Read More »U.S. Semiconductor Technocracy Falls Into Place
