Interconnected

July 5, 2020: Interconnected Weekly; Lasso, Antitrust, Linux, India, New Infrastructure, IPO

【想看中文的读者请点击这里或滚动到本页下方】 Note: This issue of Interconnected Weekly covers the period between June 29-July 4, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business,

Topics: RISC-V• China• Open Source•

RISC-V, China, Nightingales

【想看中文的读者请点击这里或滚动到本页下方】 Last weekend, I read a long, epic piece of techlore that chronicled the fierce and bitter rivalry between TSMC and Samsung in their fight to become the world’s number 1 chip foundry, which stretched back three decades and continues today. Among the

Topics: Weekly• Semiconductor• Open Source•

June 28, 2020: Interconnected Weekly; Semiconductor, Xiaomi, Facial Recognition, GPS, EDA Equipment, Agora

【想看中文的读者请点击这里或滚动到本页下方】 Note: This issue of Interconnected Weekly covers the period between June 22-28, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business, investment,

Topics: China• E-Commerce• Open Source•

China-Scale Technology Sandbox

【想看中文的读者请点击这里或滚动到本页下方】 China’s Internet economy is often viewed by many people through the lens of U.S.-China relations or China’s domestic structure. Some times those lenses are useful, other times not so much. One aspect, where applying a geopolitical lens is not

Topics: Weekly• Anti-Trust• Huawei•

June 21, 2020: Interconnected Weekly; Satellite, Antitrust, Zynn, Huawei, Samsung, Matlab

【想看中文的读者请点击这里】 Note: This issue of Interconnected Weekly covers the period between June 15-21, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business, investment,

Topics: ByteDance• Open Source•

Can ByteDance Build Trust?

【想看中文的读者请点击这里】 As I noted in Interconnected Weekly, the most interesting news item from last week was the revelation that ByteDance is cutting its China-based engineers data access to TikTok and its other international products, reported by PingWest. While many Chinese tech companies have global

Topics: Weekly• Zoom• ByteDance•

June 14, 2020: Interconnected Weekly; ByteDance, Zoom, Semiconductor, AliExpress, Matlab, IPO

【想看中文的读者请点击这里】 Note: This issue of Interconnected Weekly covers the period between June 8-14, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business, investment,

Topics: Zoom• Slack• Cloud Industry•

Zoom vs Slack: Wall Street’s Misguided Comparison

【想看中文的读者请点击这里】 Last week, both Zoom and Slack reported their quarterly earnings, the first real quarter with full COVID-19 impact. Zoom, by any standard, hit a home run. Slack also delivered a great quarter (at least a double or triple to extend the baseball analogy)

Topics: Weekly• India• Semiconductor•

June 7, 2020: Interconnected Weekly; India, Semiconductor, Zoom, JD.com, 5G, Kuaishou

【想看中文的读者请点击这里】 Note: This issue of Interconnected Weekly covers the period between June 1-7, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business, investment,

Topics: Facebook• Twitter•

Algorithm is the Problem, Not Mark Zuckerberg

【想看中文的读者请点击这里】 I’m an optimist by nature. I instinctively look for the bright spot, silver lining, hopeful sign, even during the darkest of times. This instinctive search has been increasingly hard to carry out in the last two weeks. But I managed to find

Topics: Meta•

Why Write A Bilingual English-Chinese Tech Blog

【想看中文的读者请点击这里】 It’s been three months since I published my first post on Interconnected. Since then, I’ve been writing articles on a wide range of technology and business topics, twice a week in both English and Chinese. In this post, I want to

Topics: Huawei• China• Regulation•

Why Huawei Should IPO in America

【想看中文的读者请点击这里】 Huawei should IPO in America. Not London, Hong Kong, Tokyo, Frankfurt, or Toronto, but New York -- the heart of America’s capital market. In fact, Huawei should file its S1 paperwork as soon as the Holding Foreign Companies Accountable Act (HFCAA) passes

Topics: Cloud Industry• Regulation•

How To Tax Cloud Computing?

【想看中文的读者请点击这里】 Taxing cloud computing is not my idea. It’s billionaire Mark Cuban’s idea. I first learned about it during his interview on the Pomp Podcast, then again in another interview with POLITICO. It’s a potentially profound idea that’s worth a

Topics: Semiconductor• Geopolitics• TSMC•

Chips, Geopolitics, Elections

【想看中文的读者请点击这里】 The interconnection between the technology business and geopolitics has become increasingly exposed, as the US-China trade war and export control continue to heat up during the coronavirus pandemic. Another less-discussed but equally important layer to this interconnection is how domestic politics and elections

Topics: AWS• Azure• JEDI•

AWS vs Azure: Return of the JEDI?

【想看中文的读者请点击这里】 You may have come here because of the “clever” title, but I promise you this is a serious analysis of the ongoing saga around the U.S. Department of Defense’s (DoD) massive cloud computing contract, JEDI (Joint Enterprise Defense Infrastructure). Earlier this

Topics: Open Source• China• RISC-V•

Open Source in China: The Trends

【想看中文的读者请点击这里】 This is the third and last part of my multi-part series exploring “open source in China”. If you missed the two earlier posts, I’d strongly recommend you read them first to build some context. (Part I, Part II) In this post, I’

Topics: Open Source• China•

Open Source in China: The Game

【想看中文的读者请点击这里】 This post is part two of a multipart exploration of “open source in China”. If this is the first time you’ve ever heard of or thought about China’s open source ecosystem, I recommend reading Part I of this series, “Open Source

Topics: Open Source• China•

Open Source in China: The Players

【想看中文的读者请点击这里】 Open source technology has become mainstream, adopted by companies and organizations of all types and sizes. That adoption is not limited to the U.S., where much of the movement first started, but is worldwide. In terms of country, China is one of

Topics: Cloud Industry• COVID-19• Stock Market•

Is the Cloud Recession-Proof?

【想看中文的读者请点击这里】 Two weeks into the first Wall Street earnings season that includes COVID-19 data, most big tech companies that operate a large cloud unit have reported results. Judging from the growth rate and revenue numbers alone, the cloud seems to be weathering the coronavirus

Topics: Zoom• Oracle• Cloud Industry•

Why Zoom Chose Oracle

【想看中文的读者请点击这里】 Zoom picked Oracle as a new cloud provider. This news caught some people by surprise. In hindsight, there are signs that this agreement was in the works, aggressively pushed forward by Oracle, and punctuated by its founder Larry Ellison’s uncharacteristic Youtube video

Topics: AWS• Google Cloud Platform• Snap•

AWS and GCP Are the Real Winners in Snapchat’s Growth

【想看中文的读者请点击这里】 Snap, the creator of Snapchat among other things, announced their Q1 2020 earnings last week. Wall Street apparently liked it, and the stock popped around 30% the next day. In my mind though, the true winner here isn’t Snap. It’s AWS

Topics: Cloud Industry• Alibaba• IBM•

Alibaba vs IBM: Fighting for Third Place in Cloud

【想看中文的读者请点击这里】 Competition in the cloud industry is heating up. On China’s Monday, Alibaba announced a $28.2 billion USD (200 billion RMB) investment in Alibaba Cloud over the next three years. On America’s Monday, IBM did its first earnings call with new

Topics: China• COVID-19• Venture Capital•

Do Chinese Consumers Hold the Key to Global Economic Recovery?

【想看中文的读者请点击这里】 One narrative that emerged when the global impact of COVID-19 became apparent was whether countries and companies who have been relying on China as their supply chain should leave or diversify. Since then, both the U.S. and Japan have been pushing their

Topics: Stock Market• IBM• Facebook•

Earnings Guidance Is Going Stale. Was It Ever Useful?

【想看中文的读者请点击这里】 Next week is the start of the second quarter earnings season on Wall Street. It’s perhaps the most consequential quarter of financial guidance we’ve had since the Great Depression. During the last few weeks, companies have been pulling their previous earning

Topics: Zoom• Open Source• China•

In Defense of Zoom: China FUD, Performance Tradeoff, Open Source

【想看中文的读者请点击这里】 The most fascinating tech company story during this ongoing COVID-19 pandemic is Zoom. It’s meteoric rise in usage, coupled by a similar surge in its stock price, is met with increasing scrutiny of its security practices, a drop in stock price, and

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