Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
The Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye
Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.
Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
The Information on Apple in China, Apple’s Deal, Evaluating Apple’s China Risk
The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.
Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal
Metaverse follow-up, and then both Apple and Google lose in court
Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed
Mark Liu in Time, Taiwan and China, TSMC and the U.S.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin
Russia, Google and Apple; The App Firewall; Laptop Assumptions
Apple and Google removed apps at the Russian government’s requests, thanks to the App Store firewall.