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Shai Oster

  • Articles
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Articles

Apple Seeks To Reduce China Exposure by Boosting Manufacturing Elsewhere

Apple told its suppliers that it wants to manufacture more in Southeast Asia and India as China remains gripped in Covid-19 lockdowns.

BitMEX Founder Sentenced to Two Years Probation

As part of his sentence for failing to guard against money laundering, Arthur Hayes will serve the first six months of his probation in home confinement.

SE Asia Food Delivery and Ride Hailing Firm Grab Sees Rebound

The company said its business is recovering as Southeast Asia reopens from Covid lockdowns.

TikTok Experiments With Videogames

The Chinese social media giant is piloting games in Vietnam as part of a major push into the industry.

Taiwanese Chipmaker TSMC Eyes Building Plant in Singapore 

The discussion comes amid a global chip shortage and company plans to expand production in the U.S. and other parts of the world.
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Forum Posts
US-China decoupling
Posted byShai Oster
The Information
this deep dive into signs of US-China decoupling is fascinating. I'd argue that there is really no other example of two tech ecosystems as symbiotic and the US and China -- the flow of capital to China and talent (and stock market returns) to the US has benefited both sides. I was skeptical that the forces for decoupling could work but I am shifting my view.
#china#decoupling
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Optimism
Posted byShai Oster
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Some investors in ByteDance see signs of hope in recent reports that China might be letting up on its tech crackdown. Are they over optimistic?
#bytedance
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