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AssessmentsJul 16, 2020 | 10:00 GMT
The Huawei logo is pictured on a router during a 5G event in London on Feb. 20, 2020.
U.S. Actions Against Huawei Will Only Embolden China’s Push to Grow Its Tech Sector
Escalating U.S. actions against Huawei will only motivate China to pump its domestic technology sector with even more funding and talent, which will in turn prompt the United States to impose more restrictions on international companies doing business with Huawei and other Chinese firms that pose a threat to its global tech dominance. This will result in a cat-and-mouse game in which Washington deploys whatever financial and diplomatic tools are at its disposal to close any loopholes that China and Chinese tech companies can exploit to better compete with the West. 
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AssessmentsMay 6, 2020 | 10:00 GMT
An image displays rows of silicon wafers.
The U.S. Weaponizes COVID-19 Anger Against China’s Tech Sector
The United States and China have been locked in a technology cold war for several years. The COVID-19 pandemic, which originated in the Chinese city of Wuhan, is now pressuring Washington to make even stronger moves against Beijing by fueling anti-China sentiment among U.S. voters and legislators alike. But the White House’s latest attempt to increase export controls on China and limit Beijing's overall access to U.S. technology will come at the cost of further fragmenting the global tech sector’s highly integrated supply chain network. 
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AssessmentsFeb 7, 2020 | 10:00 GMT
An employee sits in the showroom of an Apple store in Beijing after it closed for the day on Feb. 1, 2020.
The Coronavirus Spreads Fears of a Shutdown in China's Tech Sector
Without question, the new coronavirus has taken a toll on China and many other places in the world, infecting at least 30,600 people and killing 633 as of Feb. 7. But only now, as the Lunar New Year holiday draws to a close, is Beijing preparing to assess just how much economic damage the coronavirus outbreak has wrought, especially as China is central to the global electronics and information technology sector. Ultimately, the breadth of the impact depends on how far the virus spreads beyond its current location. Hubei province and its capital, Wuhan, are not critical nodes for the vast majority of China's electronics sector. But neighboring provinces, including Shaanxi, Henan and Jiangxi, are home to cities that are prominent in the global technology sector, while the provinces with the second and third most confirmed cases so far, Zhejiang and Guangdong, are arguably China's two most critical areas for tech.
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AssessmentsNov 25, 2019 | 09:15 GMT
South Koreans participate in a rally to denounce Japan's new trade restrictions and Japanese Prime Minister Shinzo Abe on Aug. 24, 2019, in Seoul. The bilateral relationship between Japan and South Korea has worsened recently amid escalating trade tensions.
Japan and South Korea Brace for a Prolonged Trade Battle
Between the slings and arrows of China's global trade war with the United States, a separate battle has been brewing between the Asia-Pacific's next two largest economies: Japan and South Korea. But unlike the economic issues underpinning Beijing's fight with Washington, Tokyo and Seoul's dispute is fundamentally rooted in bitter grievances that date back to Japan's occupation of South Korea during World War II. The politically delicate nature of the dispute will continue to complicate both countries' ability -- and desire -- to bring a definitive end to their spat. But between the two, South Korea's more export-reliant economy stands more to lose from souring trade relations with Japan.
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On GeopoliticsNov 1, 2019 | 09:30 GMT
The national flags of China and the United States.
By Mixing Tech and Human Rights Sanctions on China, the White House Crosses the Rubicon
Conspicuously absent from an emerging China-U.S. trade truce is the outstanding issue of U.S. export restrictions against Huawei. The omission reveals an uncomfortable and growing reality for U.S. tech firms: Politically convenient trade truces will come and go, but the strategic competition between the United States and China is deepening. Technology is a fundamental component of this broader rivalry, which also makes it a radioactive element in the trade talks and a prime target for China hawks advocating a decoupling of the U.S. and Chinese economies. At this stage of the competition, national security, human rights and sovereignty are getting mashed together along with American public attitudes on how to contend with China when it comes to shaping U.S. policy. As a result, the political room to negotiate on an issue like Huawei is narrowing by the day, driving a more hard-line U.S. policy toward China overall.
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AssessmentsOct 4, 2019 | 09:00 GMT
A South Korea freighter anchors at Qingdao, China.
South Korea's Economic Doldrums Have Taken the Wind Out of Moon's Sails
South Korea's difficult economic environment won't just make it harder for President Moon Jae In to enact his political agenda; in the next few months, it will threaten the continuity of his government. As with the rest of the Asia-Pacific, South Korea's economy is contending with slackening global demand, the volatile U.S.-China trade war and a cooling Chinese economy. The legislative elections that risk turning Moon into a lame duck take place in April 2020, and until then, he will have to balance carefully between delivering on promises to his supporters and buoying economic growth. This means he will have to rely more on the family-run conglomerates known as chaebols that dominate the South Korean economy to both support growth and build resistance to global trade disruptions. He will also take a more defiant stance against Japan amid their trade skirmish -- a popular stance among his base within the South
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Partner PerspectivesAug 16, 2019 | 10:00 GMT
Beyond 5G networks like the one Huawei is helping build in Cambodia with partner Smart Axiata, Chinese companies are aggressively building cloud computing and ecommerce businesses to serve markets in Southeast Asia.
Follow the Digital Silk Road
China’s tech prowess offers business opportunities – but also security concerns – for Southeast Asian nations. So how will the United States respond?
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AssessmentsMay 23, 2019 | 09:30 GMT
A smartphone displays Qualcomm's company logo.
What Does the New Qualcomm Ruling Mean for 5G and the U.S.-China Tech War?
In what could become a landmark case, a U.S. district judge on May 21 sided with the U.S. Federal Trade Commission against Qualcomm over its licensing prices. Judge Lucy Koh said that the San Diego-based telecommunications innovator broke U.S. antitrust law by "strangling competition" in the semiconductor chip industry and using its position as a key patent holder to demand unreasonably high licensing fees. Qualcomm will almost certainly appeal the ruling to a higher court, but if it stands, Koh's decision will hit at the heart of Qualcomm's business model, weakening the company at a time when it is in a heated competition with Chinese tech developers.
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AssessmentsApr 17, 2019 | 22:59 GMT
Qualcomm and Apple recently announced a worldwide legal settlement -- effectively ending the various royalty and patent disputes between the two U.S. tech giants.
Qualcomm Ends Its Fight With Apple, but an Antitrust Threat Still Looms
After years of litigation involving a number of countries and disputes, Qualcomm and Apple agreed to put aside their differences and settle their disputes worldwide. As part of their settlement, the two U.S. tech giants have also agreed to a new six-year supply agreement for Apple to buy Qualcomm chips, including its 5G modems. However, while the agreement may have freed Apple to develop 5G-capable iPhones using Qualcomm's chips, Qualcomm is still fending off other legal challenges from global regulators that could place the United States' current tech dominance in peril.
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AssessmentsMar 29, 2019 | 09:00 GMT
A Samsung silicon wafer is displayed on March 23, 2011, in San Jose, California.
As the U.S.-China Tech War Rages on, the Electronics Industry Braces for Impact
Semiconductor manufacturers create the computer chips that power today's growing multitude of electronic devices -- from coffee makers to self-driving cars, and everything in between. The industry, therefore, plays a crucial and increasingly embedded role in the global economy. But today, manufacturers are facing the highest levels of geopolitical risk and competition they have seen in decades, as they grapple with a seismic shift away from Moore's law and toward more specialized chips. Meanwhile, the ongoing trade war between the United States and China -- the two most important markets for electronics -- is threatening to fragment the entire industry and globalized tech sector it operates within.
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SnapshotsJan 7, 2019 | 21:05 GMT
China: Huawei Targets the Server Market With Its New Chip
On Jan. 7, Huawei Technologies Ltd. of China unveiled a new central processing unit for servers -- the Kunpeng 920 -- and three new TaiShan server models that use the chip. Huawei subsidiary HiSilicon designed the CPU, which is manufactured using a 7-nanometer processor that Huawei claims makes it faster and more efficient than that of its rivals. Perhaps more importantly for China, the CPU uses the design architecture of ARM Holdings and not that of Intel, which has a long-standing relationship with Huawei. The announcement came ahead of the CES 2019 exhibition in Las Vegas, which will not feature Richard Yu, the head of Huawei's consumer electronics division and the keynote speaker at the past two editions, as well as China’s ZTE Corp., which is skipping the show for the first time. Huawei, nevertheless, will still have an exhibit in Las Vegas.
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GuidanceDec 6, 2018 | 19:32 GMT
A woman uses her mobile phone in front of an LED display board for Huawei at the Beijing International Consumer Electronics Expo in Beijing.
What the Arrest of Huawei's CFO Means for the U.S.-China Trade War
Canada's Department of Justice announced in a Dec. 5 statement that it had arrested Meng Wanzhou, the chief financial officer of Chinese tech company Huawei, in Vancouver on Dec. 1 at the request of the United States. Meng is the daughter of Huawei founder Ren Zhengfei. According to Canadian Justice Department spokesman Ian Mcleod, Meng is facing extradition to the United States on suspicions that she violated U.S. sanctions on Iran. Huawei is the world's second-largest manufacturer of smartphones after Samsung and is arguably China's most important hardware technology company. China will likely perceive Meng's arrest as a U.S. strategy to undercut the company, and the impending investigation -- especially in the likely event that it expands beyond Meng into a broader investigation of Huawei -- is sure to increase tension between Beijing and Washington as the two navigate their trade war over the coming three months.
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