Sunday, 17 June, 2007 Two weeks ago I started my new job at ASML, one of the best kept secrets in the high tech industry. It is the world's biggest maker of lithography equipment for semiconductor manufacturing, with a global market share of around 64 percent by the end of 2006. Moore's Law, named after the Intel co-founder who prophecised that the cost per function on a chip halves every 18-24 months, is driven almost entirely by ASML and its two smaller rivals Nikon and Canon from Japan. This is rocket science at a nano level, because these guys are imaging electronics circuits as small as 45 millionths of a millimetre on silicon wafers, and they do it at a speed of 6 centimetres per second. The fault tolerance is 6 nanometres, or 6 millionths of a millimetre, and they get it right almost all the time. I'm their director of corporate communications, and have the sweet job to spread this story a little wider. Lots of touch points with companies in the Gadget Hell, to which ASML supplies, but this Dutch blue chip company is doing very well itself.
Friday, 25 May 2007 I'm updating the site with some recent input from executives. Also have some excellent sound bites which i'll include on the site. Working on chapter 2.2 today
Thursday, 17 May 2007 Three incredibly inspiring days in Paris at the Reuters Technology, Media and Telecoms Summit. We had some very insightful, high-level conversations with CEOs and CFOs of companies such as Nokia, Sony Ericsson, Fujitsu-Siemens, Samsung SDI, LG Electronics, Texas Instruments, Cisco, Intel, Microsoft and many others. Very soon, I'll update you on some of the comments relevant to the Gadget Hell.
Monday, 14 May 2007
Often, it takes a journalist to tell you what the story is really all about. My Reuters TV colleague Matt Cowan has just aired a piece about the project you are visiting, Check out: An invitation to Gadget Hell
Sunday, 13 May 2007 I'm off to Paris in a few hours, for a three day Technology Media and Telecoms Summit which Reuters organises every year. I've invited the president of Sony Ericsson, Miles Flint, who will speak on Wednesday plus a few others. We have simulateneous events in New York and Seoul, so in all we'll have dozens CEOs and CFOs exclusively speaking to Reuters over the next few days. Hopefully it'll be as much fun as it was in previous years.
Sunday, 6 May 2007 What is bugging the citizens of the French Cevennes? I just returned from a week in a very remote "gite" (French for: holiday cottage) in this rugged region in southern France (it takes an hour just to get bread, and Internet is something altogether alien to the area). Apparently, there are only 600 permanent residents in the national park Cevennes, which is almost the size of Luxembourg. Life must be tough, because I didn't see a single smiling face all week. Most people looked like they had swallowed a dead mouse. Even the service industry has trouble putting on a friendly performance. Restaurant owners turned us away at lunch hour because we showed up at 1330 o'clock ("tss, tss, don't you know lunch is served at 1230?"), shop keepers shouted at us for asking impertinent questions such as: "do you have bread?". It makes you wonder why "joy de vivre" is a French phrase, because the British, Italian and Spanish have muchmuch more of it. A strange but beautiful place, this France.
Wednesday, 25 April 2007 Another player kicks the bucket. BenQ from Taiwan just announced it is giving up its efforts to establish a global brand, and will become a contract manufacturer. It's not exiting the electronics industry altogether, but it's another sign of rot.
Monday, 23 April 2007 The look and feel of the site has just been adjusted. All thanks to Joost van Grinsven, who deserves megapraise and kudos. With some 15 years of experience under his belt, including co-ownership of the funky Van Gog studios in Amsterdam, this talented graphics and web designer recently started out for himself.
I've created an "authors" chapter where authors can put their profile. My suggestion is to add your name and a link to your profile each time you contribute something.
In last weekend's Dutch nupes (journo speak for newspapers) an interview with Antoine van Agtmaal, author of The Emerging Markets Century, which points to the innovative strength of companies in emerging economies. He mentions IT services group Tata from India, and computer devices makers HTC (Taiwan) and Lenovo (China). Samsung R&D budget (bigger than Intel's) is also mentioned. I keep wondering: the examples refer to commodotised products and innovation. Most of the strength of these companies is built on innovative production and process technologies. Let's not generalise R&D. --- Wednesday, 18 april 2007 Traffic to this site is picking up. Not many people are playing with the text. Let me know what is holding you back, if anything. I also welcome suggestions how to best credit people for their contributions. Is the best solution to add a page with the names and profiles of contributors. Lucas