Archive - Interconnected

New Top Discussion

The "national champion" label commands more market power in an age of deglobalization and constant sanctioning risks.

Mar 15

Yep, Mark Zuckerberg's Meta.

Mar 8

February 2023

Ford, an American national champion, has no choice but to work with CATL, a Chinese national champion -- opting for economic pragmatism instead of…

Feb 28

Feb 23

A semiconductor ponzi scheme that stole $2 billion in three years, making Theranos look amateur.

Feb 14

It's all about Cloud and self-driving, not Search.

Feb 6

January 2023

When there are enough incentives to be reasonable, reasonableness tends to prevail, even between the increasingly adversarial governments of two…

Jan 25

In TSMC's case, 4 to 5x!

Jan 16

Be Flexible Within Circle of Competence

Jan 9

December 2022

"Samsung Electronics is a strong competitor of TSMC...because the advantages of South Korea in wafer manufacturing and Taiwan are similar."

Dec 27, 2022

"TSMC's business model is that semiconductor companies are our customers, our friends."

Dec 20, 2022

This is the end of the beginning.

Dec 12, 2022

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