US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.
If You Know, You Know – Roblox’s S-1 demonstrates what a power it has become in gaming and entertainment.
Apple’s Missing Profits – The Usual Suspects – Apple seems to have greatly widened its move to low price devices, with the addition of more expensive components (and casings) contributing as well.
What Happened to Apple’s Profits? – Moving to its own Silicon should have boosted Apple’s gross margins, but the opposite seems to be happening.
China’s leading State-run semis firm is defaulting on $198m in bonds, but this does not signal a change in their National Semis Policy.
A new China Trade Policy for Tech? The US should invest heavily in the things it does well rather than look to limit Chinese companies, but it should also work with allies to pressure China to open its own markets.
Unity Reported Q3 Earnings – We really like the company’s long-term vision, and want to believe in a more graphical future. But their numbers raise a lot of questions.
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.