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Opinion

TSMC Founder Morris Chang Is Wrong, Globalization (Only) Needs a Reset

By Bolaji Ojo

What’s at stake?
A more balanced distribution of semiconductor fabs across the world does not signal the beginning of the end of globalization. True globalization entails not just production efficiency but also the creation of resilient and flexible supply chains. Achieving that goal requires distributed rather than concentrated production.

Morris Chang is no ordinary icon. In the semiconductor industry, Chang has few peers, dead or alive.

Chang has been right about so much – the fabless semiconductor manufacturing model is his most notable call – that contradicting him can be a daunting task. But contradict him we must on the topic of globalization, which he addressed recently in Arizona.

Read More »TSMC Founder Morris Chang Is Wrong, Globalization (Only) Needs a Reset

Intel: Why Gelsinger Should Become CEO of Foundry Business

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.

Read More »Intel: Why Gelsinger Should Become CEO of Foundry Business
IBM 2nm process

Dissecting Rapidus, Japan’s Shiny New Chip Project

By Junko Yoshida

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
Ford with Argo, VW with Argo

Argo AI’s Demise Reveals Automakers’ AV Miscues

By Junko Yoshida

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