Countries
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CHIPS Act; America, China, and Intel; Micron and TSMC
The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.
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Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
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An Interview with Dan Wang about COVID, Chinese Manufacturing, and China’s Response to Ukraine
Dan Wang is a China-based analyst for Gavekal Dragonomics, a global macro research firm based in Hong Kong and Beijing; we discuss Shanghai’s COVID lockdowns, manufacturing and trade, and China’s Response to Ukraine
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Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
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iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
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Tech and War
The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.