India - Interconnected

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: Open Source• Geopolitics• India•

[Enhanced] The Future of American Industry Depends on Open Source Tech

This post is an enhanced republication of an OpEd I wrote jointly with Jordan Schneider a month ago that was published in Wired Magazine [https://www.wired.com/story/opinon-the-future-of-american-industry-depends-on-open-source-tech/] . This enhanced version includes more information on how governments around the world are adopting

Topics: Semiconductor• China• India•

September 6, 2020: China’s Semiconductor Woes and Investments, India’s New Apps Ban

This issue covers the period between August 31 - September 6, 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

Topics: India• China• Venture Capital•

Unicorns Entanglement: India, China, America

India is becoming an increasingly influential player in the ongoing technology conflict and competition between the U.S. and China -- from its border conflict with China (dating back to the 1960s [https://en.wikipedia.org/wiki/Sino-Indian_border_dispute]), to the banning of

Topics: India• ByteDance•

July 19, 2020: TikTok Data, Huawei in UK, Google in India, SMIC IPO, Softbank ARM, Luckin Coffee

This issue covers the period between July 13 - 19, 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, and geopolitics. All

Topics: Antitrust• India•

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

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, investment,

Topics: India• Semiconductor•

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

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, and

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