Topics: COVID-19• Apple• Covid Zero and Its Ironies It is hard to talk about China’s Covid Zero Policy in a multidimensional way. The policy is often cast in binary terms – either the reason why millions of lives are saved or the reason why millions of lives and billions of economic output
Topics: Apple• Tesla• China• American Tech Leaves China, But What Will Stay? A series of recent headlines has confirmed a looming trend – American tech businesses are giving up China for good. LinkedIn [https://www.wsj.com/articles/linkedin-social-network-is-leaving-china-but-microsoft-remains-11634321277] , Yahoo [https://www.reuters.com/technology/yahoo-leaves-china-good-cites-challenging-environment-2021-11-02/] , Airbnb [https://www.cnbc.com/2022/05/23/airbnb-is-closing-its-domestic-business-in-china-sources-say.html] , and
Topics: IPO• SPAC• Regulation• November 22, 2020: Birthday or Birthplace Hello Interconnected Readers: Next week is both Thanksgiving week in the US and my birthday week. (Programming note: I will not publish my usual Thursday deep dive analysis due to the holiday.) [If you’d like to skip ahead to the six news stories
Topics: Twitter• Apple• IPO• November 1, 2020: Trump Supporter and His Grandmother Hello Interconnected Readers: I’ve been spending the last week in Reno, Nevada, doing volunteer work for the US election during this final phase. (Nevada is the swing state closest to me.) Thinking back, I’ve spent every single Election Day, both presidential and
Topics: Apple• India• China• iPhone: “Made in China -> India?” I always try to live by the framework of “strong opinion, weakly held”. That’s how I treat all my thoughts shared on Interconnected. I write, not just to share what I know, but also to learn from others, absorb new information, and update
Topics: Apple• Facebook• Huawei• October 18, 2020: Censorship, Apple in India, Huawei Selling Honor, Lithography, Chinese IPO This issue covers the period between October 12 - 18, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go
Topics: AI• Azure• Huawei• September 27, 2020: Facebook, OpenAI & Microsoft, Germany, Apple, Huawei This issue covers the period between September 21 - 27, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go
Topics: TSMC• ByteDance• Apple• August 16, 2020: TSMC, CFIUS, iQiyi Fraud, ByteDance Ambitions, Apple, Beke This issue covers the period between August 9 - August 16, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. -------------------------------------------------------------------------------- “China
Topics: Supply Chain• China• Apple• Is Leaving the China Supply Chain a Pipe Dream? As the coronavirus, or COVID-19, affects more of the global economy, there has been an uptick in volume in the business media and analyst circle, clamoring for tech companies to leave or diversify away from China as its main supply chain. Apple has been