2023-03-09
Yet another country — this time the Netherlands — doing what it can to reduce trade with China. Let's just say that now is NOT the time to be buying Chinese stocks. https://www.bloomberg.com/...
Bloomberg
Letter: the Netherlands plans restrictions on exports of immersion DUV lithography chipmaking machines amid US pressure to limit China's access to chip tech
this time the Netherlands — doing what it can to reduce trade with China. Let's just say that now is NOT the time to be buying Chinese stocks. https://www.bloomberg.com/... Martijn...
2023-02-13
Will these ByteDance/TikTok headsets give the CCP full on access to your home? https://www.wsj.com/...
Wall Street Journal
IDC: ByteDance's Pico more than tripled its share of the global VR market YoY to ~15% by Q3 2022 while Meta's share fell from 90% to ~75% in the same period
Wall Street Journal :
2022-12-26
This threat to Apple's China manufacturing is a threat to every single company that manufactures in China. Does your company have a plan to deal with China's next 6-12 months? https://www.ft.com/...
Financial Times
Experts warn of a months-long disruption risk to Apple's iPhone production, operations, and Chinese consumer demand caused by China's latest COVID-19 wave
Supply chain experts warn outbreak following reversal of zero-Covid curbs creates uncertainty for iPhone maker
2022-12-25
This threat to Apple's China manufacturing is a threat to every single company that manufactures in China. Does your company have a plan to deal with China's next 6-12 months? https://www.ft.com/...
Financial Times
Supply chain experts warn of a months-long disruption risk to Apple's iPhone production and operations due to worker absenteeism, amid China's COVID-19 wave
Patrick McGee / Financial Times :
2022-10-18
Yet another decoupling sign. Biden is serious about chips and without advanced chips, China has become a very bad place to buy a lot of things. https://asia.nikkei.com/...
Nikkei Asia
Sources: Apple freezes its plans to use YMTC memory chips in its products, including iPhones, following the latest US export controls on China's tech sector
Company previously planned to put Chinese-made memory in some iPhones
Yet another decoupling sign. Biden is serious about chips and without advanced chips, China has become a very bad place to buy a lot of things. https://asia.nikkei.com/...
Noahpinion
Analysis: why the Biden administration's sweeping export controls on China's chip sector happened now and how they could usher in a new global economic paradigm
In the week+ since the US government issued its sweeping set … John Naughton / Memex 1.1 : Tuesday 18 October, 2022 — In my favourite Provencal village. And I didn't use a drone...
2022-10-17
Yet another decoupling sign. Biden is serious about chips and without advanced chips, China has become a very bad place to buy a lot of things. https://asia.nikkei.com/...
Nikkei Asia
Sources: Apple freezes plans to use memory chips from China's YMTC in its products, including iPhones, following the latest US export restrictions
Company previously planned to put Chinese-made memory in some iPhones
2022-10-04
History will write that 2022 was the year in which the West and China decoupled. https://www.nytimes.com/...
New York Times
Sources: as soon as this week, the US is likely to limit access of several Chinese AI and supercomputing companies and labs to US tech, machinery, and software
New York Times :
2022-08-16
The United States should treat TikTok the same way China treats Facebook, Instagram, LinkedIn, etc. It should BAN it. Until it does so (and it will), everyone should boycott it! https://www.nytimes.com/...
Axios
Oracle begins “regular vetting and validation” of TikTok's algorithms and content moderation models to ensure they aren't manipulated by Chinese authorities
Oracle has begun vetting TikTok's algorithms and content moderation models to ensure they aren't manipulated by Chinese authorities, Axios has learned.
2022-08-15
The United States should treat TikTok the same way China treats Facebook, Instagram, LinkedIn, etc. It should BAN it. Until it does so (and it will), everyone should boycott it! https://www.nytimes.com/...
New York Times
A look at the growing bipartisan scrutiny of TikTok in the US; email: House officials told staff they did not recommend using the app, citing security concerns
David McCabe / New York Times :
The United States should treat TikTok the same way China treats Facebook, Instagram, LinkedIn, etc. It should BAN it. Until it does so (and it will), everyone should boycott it! https://www.nytimes.com/...
New York Times
Ahead of the US midterms, a look at TikTok's ongoing struggles to contain misinformation during elections, such as in Australia, France, and Kenya this year
The fast-growing platform's poor track record during recent voting abroad does not bode well for elections in the U.S., researchers said.
2022-04-23
But the long-term costs of staying in China will be much higher. Or as I'm always telling clients contemplating leaving:"Nearly all our clients complain about being in China, but none have even once complained about having left China. Most are gloating." https://www.bloomberg.com/...
Bloomberg
Despite lockdowns and tech crackdowns, China remains the best option for electronic manufacturers due to a comprehensive supply chain ecosystem and lower costs
Stringent tech regulations and Covid Zero lockdowns are challenging tech's ties to China. But first...
2022-01-08
This is what China does to foreign businesses. Like friggin clockwork. This is why so many are looking to leave, as this sort of thing is getting way worse. https://www.wsj.com/...
South China Morning Post
Shenzhen police send Walmart a warning for not quickly fixing 19 cybersecurity loopholes, days after China slammed Walmart for removing Xinjiang-made products
Iris Deng / South China Morning Post :
2021-08-30
Wow. Sounds like a great country for business and investment and freedom. https://www.bloomberg.com/...
Bloomberg
China starts a two-month campaign to crack down on websites and social media accounts that post financial information that “maliciously bad-mouths” its economy
China kicked off a two-month campaign to crack down on commercial platforms and social media accounts …
2020-09-03
Kudos to India. All countries should do this! https://techcrunch.com/...
MediaNama
India bans another 188 Chinese apps, including PUBG, Baidu, and Alipay, saying widespread concerns were flagged against the blocked apps
Soumyarendra Barik / MediaNama :
2020-08-22
Hardly a day goes by without someone in China reaching out to our law firm for help in “getting my money out of China.” Many Chinese businesspeople see the writing on the wall. https://www.cnbc.com/...
Bloomberg
Chainalysis: around $50B in crypto assets have left China in the past year, of which ~$18B was Tether; China limits citizens to $50K/year in overseas transfers
- Report suggests digital coins contribute to capital flight — Tether coin is ‘a U.S. dollar replacement’ for some in China