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Endogenous Multihoming and Network Effects: PlayStation, Xbox, or Both?

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Endogenous Multihoming and Network Effects: PlayStation, Xbox, or Both?

Endogenous Multihoming and Network Effects: PlayStation, Xbox, or Both? Management Science Received: February 26, 2022 Accepted: April 19, 2024 Published Online: July 2, 2024 01 Research Team Øystein Foros Norwegian School of Economics, 5045 Bergen, Norway [email protected] Hans Jarle Kind Norwegian School of Economics, 5045 Bergen, Norway [email protected] Frank Stähler University of Tübingen, 72074 Tübingen, … Read more

Texas Instruments Layoffs: Strategic Adjustments Amid Capacity Expansion and Market Weakness

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Texas Instruments Layoffs: Strategic Adjustments Amid Capacity Expansion and Market Weakness

On March 28, 2025, global semiconductor giant Texas Instruments (TI) announced layoffs at its Lehi, Utah facility, involving adjustments to certain positions. This announcement comes as the company receives $1.61 billion in funding support from the U.S. CHIPS and Science Act, accelerating the expansion of its second 300mm wafer fab (LFAB2) in Utah, sparking widespread … Read more

Texas Instruments’ Layoffs: Capacity Optimization and Strategic Transformation Amid Industry Challenges

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Texas Instruments' Layoffs: Capacity Optimization and Strategic Transformation Amid Industry Challenges

1. Layoff Incident: Dual Signals of Capacity Optimization and Strategic Contraction 1.1 Scale of Layoffs and Details Disclosed In March 2025, a statement released by Texas Instruments (TI) sent ripples through the semiconductor industry, announcing a layoff plan at its Lehi, Utah plant. This decision was not without warning; looking back, TI has been gradually … Read more

Emergency Notice from the China Semiconductor Industry Association: Wafer Fabrication Location Recognized as Place of Origin!

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Emergency Notice from the China Semiconductor Industry Association: Wafer Fabrication Location Recognized as Place of Origin!

IntroductionRecently, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion.The “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products” states that according to the relevant regulations of the General Administration of Customs, the place of … Read more

Wafer Fabrication Location Recognized as Place of Origin, Continuing the Push for Semiconductor Localization

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Wafer Fabrication Location Recognized as Place of Origin, Continuing the Push for Semiconductor Localization

1 Main Points ◼ Market Overview In the past week (04.07-04.11), the SW Electronics Index fell by 3.89%, underperforming the CSI 300 Index by 1.01 percentage points. Among the six major sub-sectors, the semiconductor, electronic chemicals II, other electronics II, optical optoelectronics, components, and consumer electronics sectors experienced changes of 0.56%, -1.91%, -7.48%, -8.60%, -9.26%, … Read more

Impact of China’s Semiconductor Association’s Notification on Chip Origin Certification for Intel, AMD, and Qualcomm

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Impact of China's Semiconductor Association's Notification on Chip Origin Certification for Intel, AMD, and Qualcomm

On April 11, Fast Technology reported that against the backdrop of the tariff war, the China Semiconductor Industry Association today issued an “Emergency Notice on the Certification Rules for the ‘Origin’ of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

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Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

👆If you wish to meet often, feel free to star 🌟 and bookmark it~Source: Content from Brian Bailey, thank you. About a month ago, we shared an article about the dramatic decline in the success rate of chip tape-outs. For more details, you can refer to the article “Chips, at a Historical Low”. Regarding this … Read more

Analysis of the Decline in Chip Tape-Out Success Rates

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Analysis of the Decline in Chip Tape-Out Success Rates

Recently, I was asked a question: why has the tape-out success rate (hit rate) of chip design companies been declining year by year from 2020 to 2024? Here, the success rate is defined as the ability to achieve a certain volume of mass production within a period after tape-out. After all, the purpose of tape-out … Read more

Yidun Electronics: The Rise and Fall of the Circuit Board Industry and Future Prospects

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Yidun Electronics: The Rise and Fall of the Circuit Board Industry and Future Prospects

Having navigated the stock market for many years, I have seen various companies, some fleeting like meteors, while others steadily progress through the river of time. Today, I want to discuss Yidun Electronics, a company that has been deeply rooted in the circuit board industry for many years. I will share my views in the … Read more

3G Base Station Shutdown Limits Vehicle Networking Functions

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3G Base Station Shutdown Limits Vehicle Networking Functions

According to a recent report by the Daily Economic News, multiple consumers have complained on various platforms that the shutdown of 3G base stations has led to limitations in vehicle networking functions. Additionally, numerous complaints regarding “3G base station shutdown causing vehicle networking limitations” have been found on platforms such as Chezhuwang and Black Cat … Read more