Analysing the business of semiconductors, the supply chain and the ecosystem. Are the up and downstream ripples in the semiconductor supply chain important for your business? Hire us to avoid surprises. Your future might be somebody else's past.
Spending my time dissecting the state of the semiconductor industry and the semiconductor supply chain one bit at a time. The Semiconductor supply chain works as a time machine: "Your future might be somebody else's past."
Weekly semiconductor and deep tech analysis. Semis are as uncertain as ever, and *now* is the best time to pay attention.
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commentary and analysis on Strategy for the Networked Economy; Clusters; Japan; happenings at UC-Berkeley; business school teaching.