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Obama’s Economic Policy

Posted on Saturday, Sep 6th

Here are some comments from Forbes readers on my last column. My response is below. Please feel free to chime in.

ST Microelectronics: Strategy

Posted on Saturday, May 24th

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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ST Microelectronics: Financials

Posted on Friday, May 23rd

By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.

Trend Radar 2008: Offshoring

Posted on Friday, Jan 11th

Did you know, China now offshores manufacturing to Vietnam? If Pakistan behaved itself, may be India would start offshoring some call-centers over! In 2008, outsourcing, offshoring and globalization are likely to continue as major trends. Rising wages in the most popular offshore centers (especially Bangalore), are eroding the cost advantage that drove this business to

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Sunpower: Good Planning on PolySilicon

Posted on Monday, Oct 8th

SunPower is the technology leader in solar derived energy products for both residential and commercial applications. The company offers solar cells, solar panels, and inverter equipment. These high-efficiency solar cells and panels generate up to 50 percent more power per unit area than conventional solar technologies, making SunPower the technical leader in its industry. We

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iPhone’s Component Ecosystem: Synthesis

Posted on Tuesday, Jul 31st

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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India’s Hardware Prospects

Posted on Monday, Aug 8th

Hardware System design or manufacturing has never been India’s sweet-spot. However, as the country becomes a major consumer of electronics systems, especially computers, consumer electronics and cellular handsets, it makes more and more sense to do more hardware design and manufacturing locally. EETimes reports on a couple of acquisitions: PCB manufacturer Austria Technologie & Systemtechnik

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