TSMC to SMIC + more things

2 minutes estimated reading time

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 but hardly surprising conclusions from data-mining

‘Furious and scared’: Long before COVID-19, these families knew Canada’s long-term-care system was broken | The Star – issues with Chinese government-owned companies and a complete lack of accountability

HNA in chaos as internal divisions erupt in public | Financial TimesOne investor who sought to buy a large real estate portfolio from HNA in late 2018 said that the deal fell through because it was no longer clear who was in control of the assets – this is interesting when you start about thinking allegations of all Chinese businesses (like Huawei) essentially being state-directed businesses. Especially when you consider it in the context

Inside Icebucket: the ‘largest’ CTV ad fraud scheme to date | Advertising | Campaign AsiaWhite Ops has uncovered what they report to be the largest-ever connected TV fraud operation in history, affecting more than 300 publishers and millions of dollars in ad spend.

Local TV Is Back (With an Assist From Coronavirus?) | The National Interest – yet broadcast TV isn’t in mix when experts talk about advertising at the present time

What really happens to the clothes you donate | Macleans – interesting complex supply chain for fibres and nothing. Also interesting how grading of garments stayed within the Asian diaspora formerly based in the British colonies of East Africa

Sorry Huawei, the P40 Pro without Google apps is just too broken to live with – probably one of the best rundowns on how the lack of access to Google mobile services is handicapping Huawei handsets

China’s top chipmaker says it can match Samsung on memory tech – Nikkei Asian Review – how much of it is stolen technology?

Contingency planning: where should brands be moving their ad spend? – GlobalWebIndex – an interesting read but needs the additional lens of channel effectiveness as well

Cam Girls, Coronavirus and Sex Online Now – The New York Times – it will be interesting to see if it continues on post crisis