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33 episodes with jim mcgregor
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5 episodes with jim mcgregor
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2 episodes with jim mcgregor
5 episodes with jim mcgregor
AI will not only make driving safer and more intuitive, AI will also turn our vehicles into our personal assistants so we can get more done while we're on the road. Jim McGregor of TIRIAS Research chats with Ephrem Chemaly of MediaTek and Ali Kani of NVIDIA about how AI is unleashing new possibilities for the automotive market.
As the U.S. and China continue trade talks in London, APCO Worldwide's Jim McGregor discusses the fine line between goals to protect American industry and maintain the global tech supply chain. The federal government deployed the National Guard and Marines to Los Angeles amid immigration protests. California Governor Gavin Newsom has clashed with President Trump over the deployment, and Pennsylvania Governor Josh Shapiro weighs in on the tension between federal and state authority. Governor Shapiro warns that unclear communication and leadership on the ground during civil unrest could become dangerous. Plus, RFK Jr. has removed all members of ACIP, the Advisory Committee on Immunization Practices that consults the CDC on vaccines. Josh Shapiro - 16:16Jim McGregor - 33:15 In this episode:Josh Shapiro, @GovernorShapiroBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie
After the drama of Donald Trump's Liberation Day and the 145 percent tariffs he imposed on China, and Beijing's retaliation with 125 percent tariffs, the two countries have agreed a 90 day pause while they engage in further negotiations. But with the US recently announcing that it would seek to punish any business using advanced chips made by the Chinese IT giant Huawei anywhere in the world, and Beijing threatening retaliatory measures against anyone who complies, what are the prospects for a meaningful and lasting trade deal? On this episode we hear the views of two Americans with decades of experience in China, Kenneth Jarrett, a former US Consul General in Shanghai who is now the Senior Advisor in Shanghai for the strategic advisory firm Albright Stonebridge Group , and Jim McGregor, Chairman for Greater China of the consultancy APCO Worldwide, and formerly the head of Dow Jones in China.Image © Adobe Stock________________________________________The views and opinions expressed on this podcast are those of the speakers and are not necessarily those of the SOAS China Institute.________________________________________SOAS China Institute (SCI) SCI Blog SCI on X SCI on LinkedIn SCI on Facebook SCI on Instagram ________________________________________Music credit: Sappheiros / CC BY 3.0
What will Donald Trump's re-election mean for relations between China and the US? Is Beijing alarmed by his threats of massive new trade tariffs, and the unpredictability that he likes to boast about? Or will it see his relative lack of interest in global affairs — and his love of a deal — as a chance to increase its leverage and put more pressure on Taiwan, while boosting its influence in the South China Sea? Presenter Duncan Hewitt discusses these issues with Jim McGregor, Chairman for Greater China at APCO Worldwide, Professor Steve Tsang, Director of the SOAS China Institute, and BBC Asia correspondent Rupert Wingfield-Hayes. This podcast was recorded on 13 November 2024, shortly before it was confirmed that Donald Trump had nominated Marco Rubio as Secretary of State.________________________________________SOAS China Institute (SCI) SCI Blog SCI on X / Twitter SCI on LinkedIn SCI on Facebook ________________________________________Music credit: Sappheiros / CC BY 3.0
A spike this summer in off-road vehicle deaths has prompted calls for better safety and law enforcement, but also questions around the responsibility of riders. Summer host Khalil Akhtar spoke to Jim McGregor with Quad N.B.
A spike this summer in off-road vehicle deaths has prompted calls for better safety and law enforcement, but also questions around the responsibility of riders. Summer host Khalil Akhtar spoke to Jim McGregor with Quad N.B.
A spike this summer in off-road vehicle deaths has prompted calls for better safety and law enforcement, but also questions around the responsibility of riders. Summer host Khalil Akhtar spoke to Jim McGregor with Quad N.B.
By now everyone understands US-China relations are at their worst in 50 years. There is mutual distrust. And mutual animosity. China complains bitterly that America is trying to keep it down. America, meanwhile, is wary of China's new-found aggressiveness. Are the world's two most powerful countries heading for a showdown? If so, how should companies in the West prepare. Stay the course in China? Pare back operations? Or beat it for the exits? This week our special guest on the Driving With Dunne podcast is Jim McGregor. Jim first went to China in the 1980s. Today he is the Chairman Greater China, APCO Worldwide, a company that solves problems for firms operating in the Chinese arena. Jim knows China. And he knows business. Jim is also the author of the best-selling book, One Billion Customers. Let's listen to his take on where the US-China relationship is headed
The long-awaited debt ceiling deal advances to the House floor, after a narrow vote in the House Rules Committee. President Joe Biden and House Speaker Kevin McCarthy had announced the deal over the weekend, capping federal baseline spending for two years and raising the debt ceiling. Former SEC Chair Jay Clayton, and Gary Cohn, vice chairman at IBM and former National Economic Council director, discuss the latest on the debt ceiling deal and the impact on the economy. Jim McGregor, APCO Worldwide greater China chairman, discusses Tesla CEO Elon Musk's and JPMorgan CEO Jamie Dimon's separate visits to China this week. He explains the fine line CEOs must walk when dealing with both Beijing and Washington. Plus, bumpy earnings reports from Advanced Auto Parts and HP.In this episode:James L. McGregor, @jamesLmcgregorJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie
Cloud data centers are a must for continued growth in computing resources. However, faced with limitations in power and space, as well as changes in software architecture and the growing size of many workloads, it's challenging to scale data centers for higher performance and capacity. As a result, there is a need for new processing solutions, such as Ampere's Cloud Native Processors. Join TIRIAS Research's Jim McGregor and Ampere's Chief Product Office Jeff Wittich in another TIRIAScast, as they discuss cloud-native computing and what the future holds for cloud data centers.
Whatever effect the naval blockade ultimately had on the outcome of the war, it of course did not succeed in bringing it to a swift conclusion the way people believed and Churchill implied it might. Gerry Docherty and Jim McGregor contend this was because it was deliberately porous on the level of bureaucracy. They describe this as a conflict between the Admiralty, who wanted to institute an effective blockade, and the Foreign Office, who did not. Notes Harry Patch: Anti War Hero: https://www.youtube.com/watch?v=2d26IVqVivE Hidden History: The Secret Origins of the First World War, by Gerry Docherty and James MacGregor: https://tinyurl.com/4pdt37sj Robert A. Doughty: Pyrrhic Victory French Strategy and Operations in the Great War https://www.youtube.com/watch?v=0WmmaZ-iHVM Thank The Universe Podcast - Hidden History: Secret Origins of the First World War https://www.youtube.com/watch?v=tKXrUcN8sJ8 Century of War: Anglo-American Oil Politics & the New World Order, by F. William Engdahl: https://tinyurl.com/4v7da7sd The World War One Conspiracy, documentary by James Corbett https://www.corbettreport.com/wwi/
There has been a flurry of tech announcements over the past few weeks, especially around acquisitions and partnerships. Buried In one of Intel's announcements was support for the RISC-V architecture, which could have significant implications for the tech industry. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Steve Leibson (@steveleibson), and Jim McGregor (@tekstrategist) as they discuss what this means for Intel, RISC-V, Arm, and the rest of the tech industry in this TIRIAScast
With continued concerns about COVID, chip shortages, and inflation, the outlook for 2022 is hazy at best. However, TIRIAS Research's analyst team takes a shot at providing some predictions on what to expect for the rest of 2022. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Francis Sideco (@fsideco), Steve Leibson (@steveleibson), and Jim McGregor (@tekstrategist) as they provide predictions on tech topics ranging from the chip shortage to the metaverse in this TIRIAScast.
This episode, we talked with Jim McGregor, long-time China expert and Chairman, Greater China of APCO Worldwide, about the state of US-China commercial ties. Jim offers his take on why companies need to be "clear-eyed" about their longevity in the China market and China's ambitions to strengthen its own technological abilities. We also dig into what Jim says is motivating the regulatory crackdowns in China right now, and how investors should respond. He discusses how US-China discourse has changed in recent years and the ongoing "global competition of systems" between the two countries. Finally, we talk about the "people-to-people" decoupling spurred by the pandemic, and why it's a loss for the US-China relationship.
This week's podcast: As the semiconductor sector evolves, we tend to scrutinize the evolutionary steps – the new technologies, the mergers and acquisitions. That elides the big question: what is the industry evolving toward? A discussion with Tirias Research analyst Jim McGregor on where this bus is heading.
Nvidia continues to move deeper into new segments like automotive, artificial intelligence (AI), and data centers. As a result, the company is expanding into new products and services. Among the exhausting list of announcements at this year’s GTC were three new Arm-based processors, new AI models, a new server, new partnerships, and the availability of Omniverse, Nvidia’s virtual collaborative design environment. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in a review of the announcements from Nvidia’s GTC 2021. 4/16/21
This week’s podcast: People were wondering if Intel would finally get out of the IC manufacturing business. Instead, it’s going to broaden its manufacturing operations in a standalone foundry business. We talk with analysts Jim McGregor and Kevin Krewell, who explain the move. Also, we’ve got a new, up-to-the-minute reference guide on gallium GaN power electronics; we preview what’s in it.
This week’s podcast: We feature a conversation with Lars Reger, CTO of NXP about how companies have adapted to managing workers in this new work-at-home era. Intel just hired prodigal son Pat Gelsinger as CEO, and Intel watchers are excited. We’ll talk about Intel’s prospects with Jim McGregor, principal analyst with Tirias Research. Also, a chat with Arm’s Chet Babla about the automotive industry, a hot new market for electronics.
This week’s podcast: We feature a conversation with Lars Reger, CTO of NXP about how companies have adapted to managing workers in this new work-at-home era. Intel just hired prodigal son Pat Gelsinger as CEO, and Intel watchers are excited. We’ll talk about Intel’s prospects with Jim McGregor, principal analyst with Tirias Research. Also, a chat with Arm’s Chet Babla about the automotive industry, a hot new market for electronics.
The Weekly Briefing podcast: Xilinx's Gen 3 RFSoC is aimed at inherently finicky RF applications like 5G and radar; Pentek founder Roger Hosking talks with us about getting the most performance out of this family of FPGAs. Also, Qualcomm revealed its latest Snapdragon, certain to be heading for hundreds of millions of 5G handsets in China and around the world; a discussion with analyst Jim McGregor about the auspiciously designated 888 (triple fortune in China).
In part 2 of the Embedded Insiders’ analysis of recent industry acquisitions, Stacey Higginbotham, a tech industry expert and editor of the eponymous Stacey on IoT blog, joins Brandon and Rich to further the discussion about the ARM/NVIDIA deal. Wait. What did NVIDIA buy? Or better yet, what didn’t they buy? Why didn’t they acquire the entire Arm portfolio? And where is the rest of it now?After, Jim McGregor of Tirias Research returns to analyze AMD’s acquisition of programmable logic supplier Xilinx. He provides some analogs to Intel’s purchase of Altera. Later, Rich puts him on the spot: In two years, will the Xilinx/AMD deal be a good one?Listen to find out.
In a move to leverage high stock valuations and free money to further growth, we are seeing a new wave of semiconductor acquisitions. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the factors driving the acquisitions, the challenges to complete the acquisitions, and the dynamics of the semiconductor acquisitions recently announced. This includes the recent Analog Devices-Maxim, Nvidia-Arm, AMD-Xilinx, and Marvell-Inphi proposed acquisitions.
In the run-up to this year’s US Presidential election, the only Asia topic that appears to loom large is China. And during these days, no self-respecting US politician can talk about this rising Superpower without saying something disparaging. Indeed, there’s hardly a businessman, legislator, or policy wonk within the Beltway who has anything positive or hopeful to say about US-China relations. Maybe that’s simply because there’s nothing to be gained politically by doing so. Americans need to blame someone for lost jobs, climate change, and a global pandemic – why not China? It’s a communist country, after all, and Americans are fond of blaming things on communists too.Remove yourself from this political quagmire and step outside of the U.S. and you get a more balanced – dare I say – sophisticated take on China, it’s role in the world, and the existential threat (if any) that it poses to a United States undergoing an identity crises. In this episode, I turn to two of the most thoughtful commentators on US-China relations. Jim McGregor and Craig Allen. Jim is Shanghai-based and a consummate China watcher, author, and a top advisor to US businesses in China. Craig is D.C.-based and President of the US-China Business Council. I had the pleasure of facilitating a hard-driving conversation between the two experts in a recent GetGlobal virtual event. In the course of this 55-minute tria-logue, we covered a lot of territory, challenged one another on some of the more popular US-centric characterizations of China, and contemplated prospects for a more constructive relationship between the two countries under a Biden administration.
It’s all about money! In this edition of the Embedded Insiders, Brandon and Rich break down some major acquisitions, like Arm’s purchase of NVIDIA, as well as AMD potentially buying Xilinx, prompted in part by all the “free money” that’s available in the wake of the COVID-19 pandemic.Later, Jim McGregor, Principal Analyst at Tirias Research, joins the Insiders with his thoughts. He explains his belief that these moves are the result of companies trying to grow their total addressable market (TAM) by capturing share in adjacent markets, but cautions that acquiring these assets could have negative long-term effects on the industry. In part one of a two-part interview, these questions are asked in the context of the NVIDIA/Arm deal.Finally, Calista Redmond, the CEO of RISC-V, shares her vision of the computing industry after the world’s largest IP vendor has been, at least for now, taken off the market. What does this mean for the industry in general, and RISC-V in particular.
In what would be a blockbuster deal in the semiconductor industry, Nvidia announced its intention to acquire Arm, the leading provider of semiconductor IP in the industry and the most pervasive processor architecture in the world, from SoftBank. This announcement has set the industry abuzz. However, it still faces regulatory and possibly competitive challenges. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Jim McGregor (@tekstrategist), and Francis Sideco (@fsideco) in this TIRIAScast as they try to cover all the angles of this proposed acquisition.
The battle for mobile PCs is brewing again as both the Arm and Intel camps ramp up low-power processors and add cellular modems for Always-Connected PCs (ACPCs). Apple announced that it will be using Apple processors based on the Arm architecture and a number of PC OEMs, including ASUS, HP, Lenovo, Microsoft, and Samsung, have been offering ACPCs based on Qualcomm Snapdragon processors that also use the Arm architecture. But Intel is not standing still with its new Lakefield processor and a partnership with MediaTek for modems. Just when you thought it was over, the mobile PC market is exciting again and the consumers are benefitting from multi-day battery life and connectivity anywhere while still running on Windows 10. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast as they discuss the recent announcements and the potential impact on the PC segment.
In an agreement with the U.S. Government, TSMC announced plans to build a new 5nm fab in Arizona. The announcement was made close to the decision of the U.S. government to prohibit the sale of chips and equipment to Chinese telecom equipment companies Huawei and ZTE, which led to speculation about the TSMC announcement. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast as they discuss the announcements, the factors leading up to and influencing the TSMC agreement going forward, and the potential impact of a TSMC fab in the U.S.
With the COVID-19 outbreak, everything in the tech industry is going virtual. One of the largest and most comprehensive events thus far has been IBM Think. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the announcements, topics, and format of IBM Think in this TIRIAScast.
With shelter-in-place restrictions forcing everyone to live and work remotely, communications to and through the virtual world have become critical. If this becomes part of the “new normal,” should broadband be considered a necessity? And if yes, how should it be provided? Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they debate the topic and what it means to the industry and 5G in this TIRIAScast.
Due to COVID-19, Nvidia delayed its GTC conference keynote by 2 months, but they didn’t disappoint as the company unleashed a dizzying list of new product and technology announcements, including the new Ampere GPU architecture. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they try to condense 2 hours of announcements a few minutes in this TIRIAScast.
It’s always difficult to know what’s happening inside China. In this episode of Business Class, we hear first-hand information and analysis on China’s Covid-19 response from Shanghai resident, Jim McGregor, the CEO of APCO China. In an interview with USC’s Dick Drobnick, Jim notes that “China’s exports have fallen off a cliff.” They explore if: having a two month head start with the virus is affecting the country’s recovery strategy, how China is opening up and they dig into the “poisonous” U.S. / China relationship. In one of the biggest shifts the virus has triggered, Jim describes how companies are beginning to rethink their manufacturing strategy. They are considering manufacturing goods inside China for that market, while manufacturing goods outside China for the rest of the world. Jim explains that this potentially dramatic shift in supply chain strategy reflects that, “There's been such a risk by having too much in China. This is going to be a new paradigm.” Interview conducted on April 15th 2020 To maintain social distancing this interview was recorded over the web. Interview by – Dick Drobnick, Director USC IBEAR MBA Program
For several years, TIRIAS Research has speculated the Apple would eventually use its Arm-based A-series SoCs in Macs. A recent Bloomberg report indicates that Apple is working on a version of the A14 for MacBooks to be released in 2021. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the announcement, the challenges, and likely strategy to introduce Apple powered Macs.
With the COVID-19 outbreak, everything from schools and work to conferences and social events are leveraging video conferencing platforms. However, not all platforms and experiences are equal. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the good and bad of video conferencing and the potential for more realistic virtual solutions.
Just in time for Spring and the COVID-19 quarantine, AMD, Intel, and Nvidia launch new technologies that are powering a wave of new thin-and-light laptops ideal for even the most demanding applications, including gaming and content creation. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they introduce the new technologies and what to expect from this new generation of mobile PCs.
In our second TIRIAScast on the Coronavirus (officially named COVID-19), we explore some of the potential winners and losers from the outbreak as a result of long-term changes in society and business. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they address the potential impact of the outbreak on the electronics industry.
The Coronavirus (officially named COVID-19) is having a dramatic effect worldwide. There were concerns about the potential impact on the electronics industry when the outbreak first surfaced in China, but inventory buildups minimized the initial impact. Now, the spread of the outbreak and changes in consumer spending pose a much greater threat to the industry and global economy. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they address the potential impact of the outbreak on the electronics industry.
While there were no breakout trends at CES 2020, the conference did point to some trends for the coming year. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they review the announcements and trends of CES and the coming year.
This week, we’re back with a program favorite, Jim McGregor. For Jim, China has been a stomping ground for more than 30 years and he brings to our conversations the thing we appreciate the most – perspective. To truly understand China is to witness the country through the long arc of history. It’s as consistent as it is surprising. In certain instances, it takes a crisis to reveal the underbelly of a nation steeped in secrecy. This time, the crisis came in the form of the corona virus, striking at the heart of China’s Hubei Province, and resulting in the lockdown of Wuhan, one of the country’s most essential industrial centers. The number of infected has skyrocketed to more than 20,000 people in less than two weeks. Wuhan remains the epicenter of the outbreak, but cases are spreading throughout China and the world, with more than 25 countries reporting confirmed cases. The economic impact on China, and the rest of the world for that matter, has also raised concerns. Because of an over weighted dependency on China for manufactured goods, any slowdown on the Mainland will most assuredly have an impact on the global economy. Economists say China’s growth could slip from 6.1 to 5.6% in 2020 because of the outbreak, and by extension, trimming 0.2% off global economic growth. Not an attractive prospect when staring down the barrel of a possible Recession later this year, or early next.
Bloomberg Markets Senior Editor John Authers discusses his column, “President Trump is winning like a Napoleonic General.” Bloomberg News Finance Reporter Lananh Nguyen shares her insight on eBay's potential takeover of NYSE owner Intercontinental Exchange. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Startup Reporter Eric Newcomer walk through the apology and explanation from the maker of the failed Iowa caucus app. Jim McGregor, Senior Counselor for APCO Worldwide, talks about his book "One Billion Customers," which takes a look at the impact of the coronavirus on China's economy and trade. And we Drive to the Close with George Schultze, Founder of Schultze Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Bloomberg Markets Senior Editor John Authers discusses his column, “President Trump is winning like a Napoleonic General.” Bloomberg News Finance Reporter Lananh Nguyen shares her insight on eBay's potential takeover of NYSE owner Intercontinental Exchange. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Startup Reporter Eric Newcomer walk through the apology and explanation from the maker of the failed Iowa caucus app. Jim McGregor, Senior Counselor for APCO Worldwide, talks about his book "One Billion Customers," which takes a look at the impact of the coronavirus on China's economy and trade. And we Drive to the Close with George Schultze, Founder of Schultze Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.
2019 was a busy year for technology with the launch of 5G, huge investments in AI and autonomous vehicles, and new advancements in semiconductor technology, just to name a few of the major topics. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they review some of the major news of 2019 and provide a glimpse of what to expect in 2020.
Throughout 2019, over 100 5G devices have been announced and 5G networks have begun rolling out around the world. By the end of 2020 several countries will have complete 5G coverage and just about every region will have some 5G coverage or at least a plan for 5G. As with every cellular technology generation before it, however, there are still misconceptions about 5G fueling the naysayers. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they address many of the misconceptions about 5G and give a realistic view of the technology and future of 5G.
Starting with HotChips in late-August, fall 2019 has been an extremely busy season filled with new technology and product announcements. Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) cover the impact of some of these announcements with a look to what’s coming in the next few months leading up to CES.
The semiconductor is getting exciting again as reflected by the record attendance at this year’s Hot Chips Conference at Stanford University. And much of this excitement is driven by artificial intelligence and machine learning (AI/ML). Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as review the presentations and announcements from the 2019 Hot Chips conference, including the new wafer-scale AI platform from Cerebras, in this TIRIAScast.
China expert Jim McGregor gives us his candid assessment of the competitive threat that China’s leadership poses to the U.S. It’s a fascinating conversation and a wakeup call for the U.S. It’s currently summer pledge season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently, we are revisiting some recent interviews with some of our most popular Great Investor guests. We are revisiting an exclusive with value investor and financial thought leader Joel Greenblatt. He is living proof that active management can still work really well. https://wealthtrack.com/great-value-investor-joel-greenblatt-reveals-the-2-secrets-to-beating-the-market/ WEALTHTRACK #1608 published on August 23, 1019. --- Support this podcast: https://anchor.fm/wealthtrack/support
There is an alarming trend of device and systems companies developing custom chips, especially for AI and autonomous vehicles. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss why companies are developing custom chips, the industry trends and technologies that are enabling custom chips, and what it means to the traditional semiconductor segment in this TIRIAScast.
After Apple settled with Qualcomm and agreed to switch to Qualcomm modems for 5G, Intel was left without a major handset customer. It was a matter of time before Apple or someone else purchased the modem assets from Intel, but there is a little more to the story. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the deal and what it means to the parties and the industry in this TIRIAScast.
This special episode of Sinica starring our very own Jeremy Goldkorn was recorded in New York on July 17. With decades of experience in China-related business, entrepreneurship, and media, Jeremy shares his views on the latest developments in Chinese business, technology, and politics, and tells personal stories from his 20 years living in China.What to listen for on this week’s Sinica Podcast:“Everyday you see something you don’t see every day.” —Jim McGregor, on living in China11:26: Throughout (almost) all of Jeremy’s entire professional life, he’s provided English-reading viewers coverage of China. But why? Jeremy: “First of all, it’s very interesting. China has never been well covered, ever, by European or American media. Not that there aren’t journalist and writers and scholars who do great work, but if you think about how much we know about every single city block in Manhattan compared to vast swathes of China that there’s no information at all in English — physically, culturally, or intellectually.” 20:59: Beijing was a very different place during the 90s and early 2000s. Since that time, young Chinese people are now, in Jeremy’s words, “smarter, more talented, and more qualified — and they understand China better than [westerners].” Nowadays, many job opportunities afforded to foreigners coming to China are gone. Jeremy goes on to say, laughing, “China is so different now, how can you compare? There were donkey carts on the second ring road in 1995. Now you can’t cross it because there are too many Maseratis there.” 41:30: Kaiser asks Jeremy about the “outsize role” that U.S.-China relations play in the discussion on China. Jeremy tells Kaiser, “It used to annoy me the way Americans always assume your baseline for normalcy is American…you know, Chinese people and American people are very similar in this way, they only really see their country and ‘the other big one’ — I think the Chinese people taught me to be tolerant of American self-centeredness.”
Augmented Reality (AR) and Virtual Reality (VR) have struggled to gain widespread traction with consumers, but are finding new homes in industrial applications. At the same time, the technology continues to advance while prices decline. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast, where they discuss the status and outlook for AR and VR.
We’re joined by Jim McGregor, Chairman of APCO Worldwide’s greater China region and author of two highly regarded books, including No Ancient Wisdom, No Followers: The Challenges of Chinese Authoritarian Capitalism. McGregor has lived in China nearly 30 years, and previously worked as CEO of Dow Jones China and China Bureau Chief for the Wall Street Journal. In this episode we discuss the current state of U.S.-China trade negotiations, how both U.S. policymakers and foreign companies in China feel about the ongoing trade tensions, and the future of China’s integration with the world.
China is not the nation it once was. It’s grown up, become stronger; more resilient and self-assured. Its influence in matters of global geopolitics is absolute and bending the knee to the US is most assuredly not in the script. Jim McGregor, long-time China resident, corporate advisor and respected insider, shares his unfiltered opinion on the evolution of US-China relations and how and why things have gone so off kilter. In this week’s Asia Insider Minute, we take a cut at thinking past the blame and towards the solution - and imagine a future where policy-makers on both sides see a future fashioned from collaboration versus competition.
After months of waiting, Judge Lucy Koh ruled on the case of the U.S. FTC vs Qualcomm, in which the FTC accused Qualcomm of abusing its position in the market. TIRIAS Research has covered this case in detail because of its implications for the wireless segment and overall IP protection. While TIRIAS Research found the FTC’s case lacking any form of credibility, Judge Koh ruled in favor of the FTC. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the decision and its potential impact in this TIRIAScast.
The tech industry was initially spared any harm from the China-U.S. trade dispute, but as the dispute drags on, the tech industry is increasingly being impacted. Will political goals bring an end to the dispute or will the global economy pay the price through 2019 and going into 2020? Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the increasing impact of the trade dispute in this TIRIAScast.
Jim McGregor, a veteran China watcher who has lived in China for 30 years, spoke to AmCham members on the latest development in US-China relations. AmCham’s Margaret Loo caught up with Jim to learn more.
With Tesla getting into the custom silicon game, the gang dives into the wild world of processors for autonomous vehicles while attending the Auto-Sens conference in Detroit. Joining the show to help explain this complex field are two deeply knowledgeable guides: David Fritz, Global Technology Manager for Autonomous and ADAS at Siemens, and Jim McGregor of Tirias Research. Produced in partnership with Siemens, this episode demystifies the rise of custom silicon, the different strategies around autonomous vehicle compute, and the next generation of AV architectures
Jim McGregor, the Chairman of APCO China and former Wall Street Journal Bureau Chief has been working in China since 1990. When he says, “The US and China are at a fundamental turning point,” it pays to listen. McGregor looks at the idea of a trade war differently than most. While the trade aspects are important, he sees that the US and China, “Are now in fierce competition for all the technologies of the future.” In this Business Class episode, Dick Drobnick sits down with Jim McGregor in Shanghai and goes deep on the ‘Made in China 2025’ plan and how this fundamentally pits the world’s two largest economies directly against each other. Interview conducted by Dick Drobnick, Director of the USC Marshall IBEAR MBA Program
In the wake of deteriorating relations between China and the United States, I decided it was time to give our old friend Jim McGregor a call. He needs no introduction to regular listeners. Author of "No Ancient Wisdom, No Followers” and “One Billion Customers: Lessons from the Front Lines of Doing Business in China,” Jim is a regular commentator on China business trends and advises some of the world’s leading multinationals. I had questions—beginning with asking Jim what he really thought about the current standoff. Is this a matter of routine diplomatic brinksmanship, or is there more to it? Is the real agenda of the Trump’s aggression toward China an attempt to destabilize it in the wake of its growth and increasingly central position in the world? Will the Trump doctrine be remembered as: “Rant loudly and swing to kill?” And should China’s economy begin to falter – as some observers say it has – will Xi Jinping fold, restore order if only to preserve power? It took me back to the Cold War. And that made me wonder if maybe this story is about more than a stand-off between two authoritarian figures. During the last Cold War—the US-Russia standoff—the two systems were diametrically opposed. Soviets were cast as the Great Enemy and in the absence of high-speed data networks that link one nation to the next, all we could do was believe it. China is different. The country embraced capitalism and showed what ingenuity and grit could do to catapult a nation from poverty to wealth. There’s also very tight integration between China and the U.S.. Consider the 350,000 Chinese students studying in American Universities, the tens of thousands of Chinese graduates working in Silicon Valley, and the legions of Chinese executives working in U.S. cities? All have a vested interest in a peaceful outcome. It could be that is going be what makes the difference.
Moore’s Law defined the economics of the semiconductor industry, but with it becoming more difficult and costly to scale to new process nodes, the economics of the Semiconductor industry are changing, and companies are adapting to the change in deferent ways. One example is the recent announcement by GlobalFoundries to stop focusing on the bleeding-edge process technology. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in a deeper look at the new economics of the semiconductor industry. 8/18/18
In a busy week for new and future product announcements, Arm and NVIDIA took the wraps off some of their product plans. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in a deeper look at new product and roadmap announcements and what they mean for future electronic products. 8/17/18
AMD is in the second year of its resurgence as a technology leader and has just released the second-generation Ryzen Threadripper processors that include a 32-core version for workstations. Once again, AMD has captured the performance crown and shows no signs of slowing down. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast review of one of the technology leaders – AMD. 8/17/18
Although Qualcomm recently dropped its bid to acquire NXP because of the politics blocking the deal, the company has reached an agreement with the Taiwanese regulators that support the company and its licensing model. Additionally, the company is in the silicon and technology drivers position for the transition to 5G starting in 2019. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast review of one of the technology leaders – Qualcomm. 8/18/18
The semiconductor industry has enjoyed strong growth over the past few years and is set to break $500 billion around 2020. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they examine what is driving this growth and how long it will last before the next economic or industry downturn.
A review of all the recent news about Intel and want it means for the company - from the search for a new CEO to rumors about the loss of future Apple business and the long-term outlook for the company. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as we discuss the current situation and future outlook for this industry leader.
It’s been a busy week in China. On a number of fronts. There’s a trade war brewing, sure—check back with us in a couple of days for our take on that—but in the meantime Xi Jinping has just done what no one thought would ever happen again—he consolidated power and received a mandate from the 3,000-strong National People’s Congress to rule China indefinitely. This marks the end of nearly three decades of collective power, where institutions were designed to replace personalities as a framework for governing. This raises more than a few questions Does Xi’s grab for power come as a surprise? Is it a reflection of what’s going on in the world, or just something Xi thinks he can get away at a time when China seems to be nearing the height of its economic and political power? To get some perspective on this we called our friend Jim McGregor—China expert, senior corporate advisor, author of No Ancient Wisdom, No Followers. As usual Jim pulls no punches. But listen for yourself. Thanks for joining the conversation.
Join Kevin Krewell, Jim McGregor and Paul Teich as they analyze recent events in this ongoing hostile takeover battle and what the US Government CFIUS review could mean for the outcome.
Whose Century Is It?: Ideas, trends & twists shaping the world in the 21st century
Can China become a global leader in innovation by protecting state-run companies from competition at home, while acquiring innovative companies abroad? Can that innovation be sustained in a society where free speech and intellectual inquiry is sharply curtailed? China's leaders are betting on it, and in this episode, journalist-turned-business analyst Jim McGregor, chairman of APCO Greater China, mulls over the odds.
Jim McGregor engages in a spirited interview on issues facing foreign companies doing business in China. Speaking with Dick Drobnick in Shanghai, they cover topics from finding employees, to product dumping, to the impact of politics. McGregor states that, “This is China’s day,” and companies need to constantly re-evaluate their position as China itself is constantly changing. With thirty years experience in China and seeing it move “from bicycles to Bentleys” McGregor brings powerful and pointed observations to the table. Interview by Dick Drobnick, Director of the USC IBEAR MBA Program.
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