TSMC analysis by DigiTimes Taiwanese technology industry publication DigiTimes has some some great ‘state of the industry’ analysis pieces. They have placed Taiwan Semiconductor Manufacturing Corp. aka TSMC at the centre of this. TSMC dossier (4): Technology contention among world-class leaders | DigiTimes – size of process is only part of the story. Interesting data […]
Huawei is gradually shifting chip production from TSMC to SMIC – this is China decoupling from western supply chains. TSMC to SMIC also has the additional benefit of damaging Taiwan’s leverage on China. More on Huawei here. Plastic surveillance: Payment cards and the history of transactional data, 1888 to present – Josh Lauer, 2020 – interesting […]
OPEC OPEC – the national cartel for oil producing countries is having a meeting this weekend. OPEC stands for Organisation of the Petroleum Exporting Countries. For me, OPEC is something from my childhood. I grew up in the aftermath of 1973 OPEC embargo. The 1973 OPEC embargo 1973, a coalition of Arab countries launch an […]
Bruce Mau I spent part of the bank holiday weekend reading and finally managed to tuck into designer Bruce Mau’s signature book MC24. For those that haven’t heard of him Bruce Mau is a Canadian designer and academic. He founded a brand design agency: Bruce Mau Design which is now part of marketing combine Stagwell. […]
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 […]