Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
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 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 had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
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.
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
Apple’s risk in the trade war is becoming very real, with tariffs set to hit the end of this week. Tim Cook continues to leverage his relationship with President Trump, but that is only a temporary solution to a single chokepoint on the company’s business.
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.