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Is JD Cloud the New “National Champion”?
The "national champion" label commands more market power in an age of deglobalization and constant sanctioning risks.
Kevin Xu
Mar 15
8
1
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Is JD Cloud the New “National Champion”?
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Is Meta Becoming a Trustworthy AI Company?
Yep, Mark Zuckerberg's Meta.
Kevin Xu
Mar 8
7
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Is Meta Becoming a Trustworthy AI Company?
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February 2023
Ford Hearts CATL: America's Awkward Battery Deficiency
Ford, an American national champion, has no choice but to work with CATL, a Chinese national champion -- opting for economic pragmatism instead of…
Kevin Xu
Feb 28
7
3
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Ford Hearts CATL: America's Awkward Battery Deficiency
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Are Americans Worried About Chinese Apps?
Not really.
Kevin Xu
Feb 23
10
3
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Are Americans Worried About Chinese Apps?
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China's “Semiconductor Theranos”: HSMC (From the Archive)
A semiconductor ponzi scheme that stole $2 billion in three years, making Theranos look amateur.
Kevin Xu
Feb 14
4
1
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China's “Semiconductor Theranos”: HSMC (From the Archive)
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Will ChatGPT Make Baidu Relevant Again?
It's all about Cloud and self-driving, not Search.
Kevin Xu
Feb 6
6
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Will ChatGPT Make Baidu Relevant Again?
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January 2023
Reflections on the Delisting Saga
When there are enough incentives to be reasonable, reasonableness tends to prevail, even between the increasingly adversarial governments of two…
Kevin Xu
Jan 25
5
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Reflections on the Delisting Saga
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How Much Does Deglobalization Cost?
In TSMC's case, 4 to 5x!
Kevin Xu
Jan 16
14
1
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How Much Does Deglobalization Cost?
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Interconnected Annual Letter 2022
Be Flexible Within Circle of Competence
Kevin Xu
Jan 9
8
2
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Interconnected Annual Letter 2022
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December 2022
Part II: Morris Chang's 2021 Speech on the History and Future of Semiconductors
"Samsung Electronics is a strong competitor of TSMC...because the advantages of South Korea in wafer manufacturing and Taiwan are similar."
Kevin Xu
Dec 27, 2022
8
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Part II: Morris Chang's 2021 Speech on the History and Future of Semiconductors
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Part I: Morris Chang's 2021 Speech on the History and Future of Semiconductors
"TSMC's business model is that semiconductor companies are our customers, our friends."
Kevin Xu
Dec 20, 2022
10
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Part I: Morris Chang's 2021 Speech on the History and Future of Semiconductors
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Globalization is Dead and No One is Listening
This is the end of the beginning.
Kevin Xu
Dec 12, 2022
48
15
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Globalization is Dead and No One is Listening
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