Search results for: “semiconductors”

  • Apple and China + more things

    Apple and China Elliott Management wrote this opinion piece on Apple and China: Apple is a Chinese company | Financial Times – interesting assessment of risk exposure with a focus on the Apple share price. The Apple and China relationship started before China joined the WTO. Taiwanese contract manufacturers had built huge industrial sites in…

  • Group B + more things

    Group B rallying Group B rallying was the stuff of my childhood. Its history was complex. In the 1970s the motorsport governing body FIA was in dispute with formula one team owners. As a result the FIA reformed one of its own committees related to formula one called CSI, in 1978, into the autonomous Fédération…

  • Unionism + more things

    Northern Ireland Unionism The Twilight of Unionism by Geoffrey Bell: what’s next for Northern Ireland | The Sunday Times – a united Ireland poses as many questions as it does answers which this article doesn’t to a good job answering. It also neglects to mention a minority of the catholic community who are quite comfortable where…

  • Mobileye & more stuff

    Mobileye public offering by Intel Mobileye S-1 Teardown – by Doug O’Laughlin – Intel looks desperate in this examination of the Mobileye S-1 filing. Israeli origins Mobileye is an Israeli based business acquired by Intel. It specialises in advanced driver assistance systems (ADAS) and autonomous driving. Its EyeQ series chips are used by pretty much…

  • And1 + other stuff

    And1 tapped culture I worked peripherally on And1 early on in my career, but it didn’t catch fire in Europe than it did in the US. I hadn’t known the full extent of the buzz marketing campaign that backed up the brand in the US. Here’s the early versions of their ‘mix tapes’, which did…

  • Soviet steel + more things

    Soviet steel urban legend I had heard a variant on the ‘Soviet steel’ story that was responsible for Italian cars being rust buckets when I was growing up. The version I heard was that high proportions of recycled scrap from rusted war wreckage and dismantled ships had been put in Italian steel to make it…

  • Davis Polk Asia + more things

    Davis Polk Asia Davis Polk Asia chair withdraws from Hong Kong security law forum | Financial Times – Guessing that Davis Polk Asia didn’t do a thorough opportunity cost analysis before agreeing to participate in the Hong Kong National Security Law Forum. An alternative hypothesis that I have heard about Davis Polk Asia could be…

  • Scientific slow down + more things

    Scientific slow down as a brake on innovation An interesting essay on the nature of scientific slow down that applies as much to applied innovation as well – Scientific slowdown is not inevitable – Works in Progress – The most popular version of the low-hanging fruit model is that we are picking fruit at a…

  • Vintage Tomorrows + more news

    Vintage Tomorrows I got a chance to watch the Vintage Tomorrows documentary the other evening. It was interesting that it had a range of practitioners such as William Gibson and Bruce Sterling in it. Cory Doctorow gave some of the explanations of the culture. There were a number of things that Vintage Tomorrows just scratched…