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Debra KaufmanMarch 3, 2021
The National Security Commission on Artificial Intelligence identified China as the first to challenge U.S. technological dominance since the end of World War II. To counter this potential threat to the United States, the 15-member commission issued a 756-page report urging a $40 billion investment in artificial intelligence research and development to be “AI ready” by 2025. The report also called for the U.S. to stay two generations ahead of China in semiconductor manufacturing. To that end, it suggested a significant tax credit for chip makers. Continue reading National Security Commission on AI Pinpoints Chinese Threat
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ETCentricFebruary 22, 2021
During this week’s MESA Content Workflow Management Forum, Vubiquity will address strategies for how to keep pace with today’s evolving video supply chain. Piers Godden, commercial director EMEA for Vubiquity and Amdocs Media, will discuss the numerous challenges involved with the growing changes to content licensing, material handling costs, processing and distribution. “The time has come for CaaS — Content as a Service,” notes Godden, “the content you want, where you want it, at the flick of a switch.” The online presentation is scheduled for February 25. Continue reading Forum: Vubiquity to Present ‘The Democratization of Content’
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Debra KaufmanOctober 26, 2020
The tech Cold War between the U.S. and China is doing more than disrupting manufacturing: it’s costing a fortune, particularly for the telecommunications and semiconductor industries, in which President Trump has blocked leading companies from both countries from doing business with one another. Chinese companies can no longer do business in the U.S. and U.S. companies are blocked from exporting to Chinese companies. Lost business and the need to replace gear are likely to cost billions of dollars. Continue reading U.S.-China Cold War Hits Semiconductor, Telecom Industries
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Debra KaufmanAugust 26, 2020
As the U.S.-China trade war heats up, Taiwan-based electronics manufacturers including Foxconn and Pegatron are considering opening new factories in Mexico, South America’s second largest economy. Sources said Foxconn would manufacture Apple iPhones in Mexico but will make a final decision later this year. Apple would not comment. Pegatron is “in early discussions with lenders” for a Mexico facility to assemble semiconductors and other electronic components. This “near-shoring” would move supply chains away from China. Continue reading Electronics Manufacturers Consider Building Plants in Mexico
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Debra KaufmanApril 22, 2020
FLIR Systems and Seek Thermal, two manufacturers of thermal imaging equipment, are working overtime to meet demand for companies preparing to return to work. One essential criterion for reopening has emerged as the ability to detect body temperatures of workers, to prevent spread of the coronavirus. Oregon-based FLIR’s shares rose about 16 percent after Reuters reported that Amazon plans to use thermal cameras at its warehouses and Whole Foods stores, although neither FLIR not Seek were listed as the supplier. Continue reading Pandemic Pushes the Demand for Thermal Imaging Cameras
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Debra KaufmanApril 16, 2020
Apple is readying the fall release of its new iPhone line-up, including the redesign and the addition of 5G to two high-end phones and two less expensive models to replace the iPhone 11. Sources report that among the redesign of the top-tier phones are flat stainless-steel edges and flat screens. Yesterday, the company delivered a virtual unveiling of its new iPhone SE, featuring a design similar to its older iPhone 8. Apple also plans to release a new version of its HomePod speaker that is smaller and cheaper than the original, in addition to Apple Tags for tracking keys, wallets and other objects. Continue reading Apple Preps for Release of New iPhones, HomePod Speaker
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Debra KaufmanMarch 30, 2020
With the coronavirus in full force, Apple is one of many companies finding it challenging to predict consumer demand, even as it readies the release of its low-price iPhone model and 5G-enabled iPhones. Apple closed factories in China and its Silicon Valley headquarters as well as stores in Europe, impacting iPhone sales, which peaked in 2015. The new model was scheduled to debut this month but might be delayed; 5G phones are expected to unveil in September. Meanwhile, Huawei is also testing the demand for new flagship phones. Continue reading Apple, Huawei Test Demand for New Phones in Tough Market
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Debra KaufmanJanuary 27, 2020
The Trump administration is cracking down on counterfeit products sold over the Internet, warning warehouse operators and e-commerce platforms such as Amazon that they will pay fines if they don’t help identify such products. The Department of Homeland Security released a report on the problem, and the White House in concert with U.S. Customs and Border Protection is leading the initiative. The recent trade agreement with China requires that country to curb counterfeiters or risk potential new tariffs. Continue reading White House Cracks Down on Counterfeit Goods Sold Online
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Debra KaufmanMarch 29, 2019
McDonald’s is buying Dynamic Yield, an Israeli startup decision-logic technology company, for $300+ million with the aim of better personalizing its menus. The technology will let restaurants vary their electronic menu displays depending on the weather, time of day or regional preferences — and suggest meal add-ons. McDonald’s serves about 68 million customers every day, the majority of whom use the drive-thru window. Chief executive Steve Easterbrook has pushed technology to drive sales and lift the company’s profile. Continue reading McDonald’s Uses Machine Learning to Modernize its Menus
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Seth LevensonJanuary 10, 2019
Blockchain sessions and projects still abound at CES this year, but the bloom is definitely off the rose. At last year’s sessions it was standing room only, but this year it was no problem finding a seat. Given that cryptocurrencies are down 82 percent since last year at this time, I guess it’s no surprise. The good news, however, is that with a lot of the hype and “quick buck” mentality deflated, there’s a lot of good work and investing still being done. Unlike last year, which was one ICO announcement after another, this year was much more subdued and focused on products that address real business needs. Continue reading Blockchain at CES 2019 – What a Difference a Year Can Make
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Rob ScottOctober 29, 2018
IBM and open-source software provider Red Hat announced that they have reached an acquisition agreement. Marking what will be the third-largest tech acquisition in U.S. history, IBM will purchase all issued and outstanding common shares of Red Hat in a deal valued at approximately $34 billion. Red Hat is the largest distributor of open-source operating system Linux. The deal reflects IBM’s ambitions for a piece of the fast-growing cloud computing market. “The acquisition of Red Hat is a game-changer,” said Ginni Rometty, IBM chair, president and chief exec. “It changes everything about the cloud market.” Continue reading IBM Is Buying Red Hat, Aims to Be Top Hybrid Cloud Provider
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Debra KaufmanOctober 23, 2018
Apple chief executive Tim Cook is the latest and most prominent executive to call on Bloomberg to retract the claim that its technology supply-chain had been corrupted by Chinese surveillance microchips. According to two Bloomberg reports this month, Chinese spies infiltrated the technology supply chain with a surveillance microchip installed by Silicon Valley-based server company Supermicro. Those tiny chips ended up in the data center hardware of as many as 30 companies, including Amazon and Apple, added the report. Continue reading Apple’s Tim Cook Asks Bloomberg to Retract China Spy Story
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Rob ScottOctober 8, 2018
As we reported last week, Bloomberg published a story claiming that China had secretly installed microchips on motherboards built by Supermicro that were used in data center servers of companies such as Apple and Amazon. In the first official response from the U.S. government, Homeland Security issued a statement indicating that it has “no reason to doubt” the denials issued by Apple, Amazon and Supermicro in the wake of the report. The Homeland Security statement is similar to comments released by the U.K.’s National Cyber Security Centre. Continue reading Government Backs Apple and Amazon Denials of Spy Chips
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Rob ScottOctober 4, 2018
According to a Bloomberg Businessweek cover story today, Chinese spies infiltrated nearly 30 U.S. companies including Amazon and Apple by embedding tiny chips into servers in the technology supply chain. In 2015, malicious microchips were reportedly embedded in servers bound for U.S. companies, which resulted in compromised software used in numerous hardware devices. While the report cites former government officials and “senior insiders” at Apple, both Amazon and Apple — as well as motherboard manufacturer Supermicro and China’s Ministry of Foreign Affairs — have firmly disputed the findings. Continue reading China Reportedly Used Tiny Chips to Hack U.S. Companies
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Debra KaufmanAugust 16, 2018
As part of the Defense Authorization Act, President Trump banned the use of Huawei and ZTE technology by the U.S. government and its contractors. Many Republicans regard the two Chinese companies as national security threats, which led to the passage of a Senate amendment in June to reinstate a trade ban on ZTE, which would have had the impact of shutting that company down. Trump worked to lift the ZTE ban, and the House did not sign off, setting off questions as to whether the two chambers would find a compromise. Continue reading President Bans Government Use of Huawei, ZTE Components