An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
An Interview with Gregory Allen About the Updated China Chip Ban
An interview with Gregory Allen about the updated China chip ban and how Washington’s thinking has evolved over the last year, both because of China’s response and because of AI.
An Interview with Chip War Author Chris Miller
An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.
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
Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
An Interview with Bill Bishop of Sinocism about COVID-19, U.S. China Relations, and Media Entrepreneurship
An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.
Trump Visits Mac Pro Factory, Apple’s Tariffs, Apple Versus GitHub
Trump visited the Mac Pro factory, and people are disappointed in Tim Cook. First off, tariffs are certainly the driving fact, but I am disappointed too, for different reasons than most.
Apple Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
The China Cultural Clash
The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.