2024-12-02
Wall Street Journal
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Sources: BYD's contract-manufacturing business, which has 10K+ engineers and ~100K employees dedicated to Apple's supply chain, now assembles 30%+ of all iPads
Apple and other big tech hardware companies are increasingly taking the role of “integrator”. — We've seen where this evolution goes in aerospace (ie Boeing), doesn't necessarily bode well for conti...
2023-04-27
Bloomberg
A profile of ASML, the most valuable tech company in Europe, as the US-China chip war escalates; ASML's next apartment-sized machine ships in 2025 for $380M+
In 1984, Martin van den Brink, a young Dutch engineer, joined a newly created venture in a quiet corner of the Netherlands. Tweets: @cagankoc , @tw_seal , @deutschjill , and @thestalwart Tweets: Cagan...
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