Dr. Robert Castellano has over 40 years of experience analyzing the high-tech industries. He is president of The Information Network (www.theinformationnet.com). He earned a PhD degree in Chemistry from Oxford University (UK). His PhD thesis advisor, John Goodenough, won the Nobel Prize in Chemistry in 2019 for the invention of the Lithium Ion Battery. He writes with George Gilder, novelist, futurist, and economist, and his team for Eagle Financial Publishing.
China's push to replace foreign semiconductor equipment is reshaping which domestic suppliers actually win, and one U.S.-listed company is outpacing the broader market in ways that have less to do with industry…
Dr. Robert Castellano Micron, Samsung and SK hynix are posting some of the most spectacular profits in semiconductor history, but a Chinese competitor is quietly building the capacity to dismantle the very conditions making those…
Global chip equipment spending is surging toward $144 billion, yet one of the industry's biggest names is growing at a fraction of its rivals' pace, putting its long-term position in the market…
Dr. Robert Castellano