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VOICE ARCHIVE

Bob Davis

@bobdavis187
16 posts
2023-04-05
Merger approval gives China a weapon to fight against US sanctions and pressure US companies to help them develop technology. ⁦@Lingling_Wei⁩ ⁦@asafitch⁩ https://www.wsj.com/...
2023-04-05 View on X
Wall Street Journal

Sources: Chinese regulators have slowed approvals of mergers by US companies, asking some to make products that they sell in other countries available in China

The U.S. encouraged China to set up a robust antitrust regime.  Now, Beijing is holding back its required green light for mergers …

2021-08-16
The US offer of $52B for chip companies to build here intensified a global subsidy competition. Some of the world's richest companies are lobbying for the cash, especially Intel, which wants to catch TSMC in the global tech race. With ⁦@asafitch⁩ https://www.wsj.com/...
2021-08-16 View on X
Wall Street Journal

A look at chipmakers' race to capitalize on a wave of subsidies, as the US and other western countries reassess their industrial policies to slow China's rise

U.S. semiconductor maker's appeal for subsidies plays on national security fears during chip shortage; ‘Never let a good crisis go to waste’ Tweets: @live_news_nick , @bobdavis187 ...

2021-07-06
Data is the new arms race between DC and Beijing. Both governments act to block the other from getting corporate data. The latest: China tries to block the IPO of ride-sharing giant Didi. ⁦@Lingling_Wei⁩ ⁦@QiZHAI⁩ https://www.wsj.com/...
2021-07-06 View on X
Wall Street Journal

Sources: weeks before Didi's US IPO, the Chinese regulator that eventually ordered Didi's app banned had suggested to the company that it delay the listing

Ride-hailing giant, under pressure to reward shareholders, pushed ahead with NYSE listing despite concerns of China's cybersecurity watchdog

2021-06-13
In some ways, China's tech giants know more about citizens than the government, thanks to the personal data they collect. Now Beijing is pressing for access. Expect big impact in DC from this story by ⁦@Lingling_Wei⁩ https://www.wsj.com/...
2021-06-13 View on X
Wall Street Journal

China pushes to subject data-related activities to government oversight, as it worries tech giants could use collected data to build alternative power centers

Beijing is calling on tech giants to share their information—and asserting its authority over data held by U.S. companies in China as well

2021-03-12
Jack Ma used to run Alibaba by playing the localities where he operated against the central government—a Maoist strategy. Now the localities are turning against him too. ⁦@QiZHAI⁩ ⁦@Lingling_Wei⁩ https://www.wsj.com/...
2021-03-12 View on X
Wall Street Journal

Sources: China is considering a record fine, exceeding Qualcomm's $975M fine, against Alibaba, which may face softer treatment if it distances from Jack Ma

2021-03-01
U.S. seeks allies to coordinate tech push. Biden seeks to deny chip-making equipment —a “choke point technology”—to China. Beijing has plenty of ways to retaliate. https://www.wsj.com/...
2021-03-01 View on X
Wall Street Journal

A look at Biden's efforts to partner with allies to boost key tech sectors and counter China, going beyond Trump-era measures like restricting sales of SMIC

a “choke point technology”—to China. Beijing has plenty of ways to retaliate. https://www.wsj.com/... @baldingsworld : At the risk of pointing out that journalists again don't know...

2020-12-21
SCOOP: Jack Ma offered to hand over part of his Ant financial empire to the Chinese government to get the OK for Ant's IPO. The usually politically savvy Ma failed. A remarkable scoop by ⁦@Lingling_Wei⁩ https://www.wsj.com/...
2020-12-21 View on X
Wall Street Journal

Sources: in an early November meeting, Jack Ma offered concessions to Chinese regulators, including handing over parts of Ant Group if “the country needs it”

2020-08-09
Department of unintended consequences: Crackdown on Huawei opens the Huawei market for some foreign companies. Not fair, says Qualcomm. Let us in too. ⁦@asafitch⁩ ⁦@Kate_OKeeffe⁩ https://www.wsj.com/...
2020-08-09 View on X
Associated Press

Huawei says that production of its high-end Kirin smartphone chips will stop Sept. 15 and, more broadly, its smartphone production has “no chips and no supply”

BEIJING (AP) — Chinese tech giant Huawei is running out of processor chips to make smartphones due to U.S. sanctions …

2020-08-04
Great reconstruction of what happened within the Trump admin and at Microsoft. A deal for TikTok is on the horizon. Trump had to be convinced to ditch the Navarro position. https://www.wsj.com/... via @WSJ
2020-08-04 View on X
Wall Street Journal

With a TikTok sale, China would lose control of its first global internet sensation, hardening suspicions that the US is sabotaging its tech growth

Washington's push for Chinese company to sell American operations hardens suspicions in China that the U.S. aims to sabotage its technology

Great reconstruction of what happened within the Trump admin and at Microsoft. A deal for TikTok is on the horizon. Trump had to be convinced to ditch the Navarro position. https://www.wsj.com/... via @WSJ
2020-08-04 View on X
The Official Microsoft Blog

After Satya Nadella and Trump spoke, Microsoft says it will continue discussions to explore a TikTok acquisition in US, ending on Sept. 15 if no deal is reached

and draw scrutiny Jane Li / Quartz : TikTok is too Chinese for the US—and too American for China South China Morning Post : China may not like forced TikTok sale but experts warn f...

2020-08-03
Great reconstruction of what happened within the Trump admin and at Microsoft. A deal for TikTok is on the horizon. Trump had to be convinced to ditch the Navarro position. https://www.wsj.com/... via @WSJ
2020-08-03 View on X
The Official Microsoft Blog

After Satya Nadella and Trump spoke, Microsoft says it will continue discussions to explore a TikTok acquisition in US, ending on Sept. 15 if no deal is reached

Following a conversation between Microsoft CEO Satya Nadella and President Donald J. Trump, Microsoft is prepared to continue discussions …

2020-06-08
‘Blaze us a trail of blood’: inside Huawei founder's campaign to battle U.S. pressure. Military metaphors and a charm offensive. ⁦@DanStrumpf⁩ https://www.wsj.com/...
2020-06-08 View on X
Wall Street Journal

Interviews with Huawei staff and a review of internal documents shed light on Huawei's efforts to reorganize and aggressively respond to the growing US pressure

Dan Strumpf / Wall Street Journal :

2020-05-11
Non-Covid news: Intel and TSC negotiating with the Pentagon to build chip plants in the US. DOD wants to depend less on Asia—especially vulnerable Taiwan. Chip firms want DOD support. With ⁦@Kate_OKeeffe⁩ ⁦@asafitch⁩ https://www.wsj.com/...
2020-05-11 View on X
Engadget

Report: the White House is in talks with Intel and TSMC about building chip factories in the US to strengthen domestic supply chains

and we will experience far more of them this century. https://www.wsj.com/... Kate O'Keeffe / @kate_okeeffe : NEW: U.S. in talks to get Intel, TSMC & Samsung to build chip factorie...

2020-02-18
BREAKING: Washington is weighing yet another set of trade restrictions as it seeks to cut off Chinese access to key semiconductor technology. The Trump admin trade war morphs into a tech war. With ⁦@asafitch⁩ https://www.wsj.com/...
2020-02-18 View on X
CNBC

Sources: US Commerce Department is proposing restrictions requiring foreign companies to obtain licenses in order to make chips for Huawei using US equipment

- The Commerce Department is considering requiring chip factories globally to obtain licenses if they want to use American equipment … Source: Wall Street Journal .

2020-01-25
Proposed rules making it harder for U.S. firms to sell to Huawei from overseas facilities are withdrawn after objections from the Pentagon. Trump admin finding it tough to hit Huawei without hurting US firms too. https://www.wsj.com/...
2020-01-25 View on X
Wall Street Journal

Sources: US withdrew proposed rules which would have made it harder for US firms to sell to Huawei from overseas facilities, following DOD, Treasury objections

depriving them of money for research and development needed to maintain a technological edge, the people said.” https://www.wsj.com/... Dustin Volz / @dnvolz : Commerce officials h...

2020-01-24
Proposed rules making it harder for U.S. firms to sell to Huawei from overseas facilities are withdrawn after objections from the Pentagon. Trump admin finding it tough to hit Huawei without hurting US firms too. https://www.wsj.com/...
2020-01-24 View on X
Wall Street Journal

Sources: US withdrew proposed rules which would have made it harder for US firms to sell to Huawei from overseas facilities, following DOD, Treasury objections

Proposed rules making it harder for American firms to sell to Chinese company are withdrawn  —  WASHINGTON—The Commerce …