Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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Semiconductor Sales Dive A Record 7% MoM In December. 2019 Will Be A Low-To-No Growth Year.
Global Semiconductor Sales for December 2018 amounted to $38.2 billion, down a record 7.0% MoM, according to the latest data published by the...
492 Views
Korean & Taiwanese Governments May Restrict the Use of Huawei Telecom Equipment Products
It was announced on February 7th that the South Korean National Assembly will start to discuss the threats that Huawei's products may pose on the...
762 Views
The War on Huawei, Its Impact on TSMC, and the Invincible Spanish Armada
Huawei is one of the largest telecom equipment companies in the world and it is also one of the top customers of Taiwan Semiconductor Manufacturing...
584 Views
China Strategy of Promising to Buy Stuff Just Might Work on Trump as He Looks for an Easy “victory”
US-China trade negotiations are focusing on the easy parts to avoid truly difficult discussions on thornier structural issues. Beijing is trying...
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