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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Toshiba

The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain

Posted onTuesday, April 17, 2018Tuesday, May 22, 2018

The U.S. government banned companies from selling to ZTE for issues unrelated to the current trade war; that may not much matter, and Apple and other U.S. tech companies could soon feel the pain.

Google’s HTC Deal, HTC — and Google’s — Motivations, Apple Watch and Apple Memory

Posted onThursday, September 21, 2017Sunday, March 25, 2018

Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.

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Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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