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VOICE ARCHIVE

Eddie Du

@edourdoo
20 posts
2025-08-27
FT: “smaller Chinese chip designers such as Cambricon, MetaX and Biren will be able to get much larger allocations of SMIC's capacity, spurring competition for a fast-growing China market left by Nvidia following US export bans.” [image]
2025-08-27 View on X
Financial Times

Sources: a Chinese fab making Huawei's AI chips is set to start production as soon as the end of 2025, with two more due in 2026; the fabs' ownership is unclear

Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia's top processors

FT: “smaller Chinese chip designers such as Cambricon, MetaX and Biren will be able to get much larger allocations of SMIC's capacity, spurring competition for a fast-growing China market left by Nvidia following US export bans.” [image]
2025-08-27 View on X
Bloomberg

Chinese AI chip designer Cambricon reports H1 2025 revenue up 44x YoY to $405.2M and a ~$144M profit, after Beijing encouraged companies to use homegrown tech

Rachel Yeo / Bloomberg :

2024-03-12
The explosion of #Telegram's criminal underworld is just one facet of the platform's broader, dizzying rise in recent years, https://www.ft.com/... [image]
2024-03-12 View on X
Financial Times

An interview with Pavel Durov on running Telegram, which has ~50 full-time staff, its Dubai HQ, reaching 1B MAUs in 12-14 months, Russia, moderation, and more

As the messaging platform gears up for a potential stock market flotation, it is under pressure to curtail use by criminals

2023-12-02
Less than five years after US sanctions nearly crippled #Huawei Technologies Co., the Chinese giant is now Beijing's most important weapon in a battle over semiconductors that's poised to shape the world economy for decades to come. https://www.bloomberg.com/...
2023-12-02 View on X
Bloomberg

An in-depth look at China's efforts to help Huawei build a self-sufficient chip supply chain via a network of enterprises backed by Shenzhen's investment fund

Bloomberg :

2023-08-01
From semiconductors and electric vehicle batteries to biotech and telecoms, South Korean companies are crucial players in sectors critical to national security and industrial strategy in both Washington and Beijing. https://www.ft.com/... [image]
2023-08-01 View on X
Financial Times

A look at South Korea's position in the tech “cold war”, as the country pivots away from China's economy and prepares to comply with the US-led China chip ban

albeit untrumpeted — pivot away from the Chinese economy. My latest Big Read for the FT: https://www.ft.com/... @financialtimes : South Korea's chips and batteries are vital to Was...

From semiconductors and electric vehicle batteries to biotech and telecoms, South Korean companies are crucial players in sectors critical to national security and industrial strategy in both Washington and Beijing. https://www.ft.com/... [image]
2023-08-01 View on X
Bloomberg

Sources: senior EU and US officials are concerned about China's accelerated push into the production of older-generation chips made with 28nm equipment or above

- China is building more plants than others despite US sanctions  — Officials are worried about impact on domestic chip plans

2023-05-13
The news came as a surprise to Zeku employees, who received less than a day's notice. One employee told the SCMP that workers were told on Thursday not to go into the office the next day. “I can't even go back to the office to get the laptop.” https://www.scmp.com/...
2023-05-13 View on X
Bloomberg

Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices

Bloomberg :

China's reopening following stringent Covid Zero restrictions has been slow to translate into a rebound in consumer demand so far. Oppo took the worst hit among major brands over the course of 2022, according to IDC data.
2023-05-13 View on X
Bloomberg

Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices

Bloomberg :

Set up in 2019, Zeku was intended to work along similar lines to Apple Inc.'s in-house Silicon division, which develops the main processors in iPhones, iPads and Mac computers. https://www.bloomberg.com/...
2023-05-13 View on X
Bloomberg

Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices

Bloomberg :

2023-05-12
Set up in 2019, Zeku was intended to work along similar lines to Apple Inc.'s in-house Silicon division, which develops the main processors in iPhones, iPads and Mac computers. https://www.bloomberg.com/...
2023-05-12 View on X
Bloomberg

Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices

Oppo, China's biggest domestic smartphone maker, is closing its chip design business as the global smartphone market extends a prolonged decline.

China's reopening following stringent Covid Zero restrictions has been slow to translate into a rebound in consumer demand so far. Oppo took the worst hit among major brands over the course of 2022, according to IDC data.
2023-05-12 View on X
Bloomberg

Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices

Oppo, China's biggest domestic smartphone maker, is closing its chip design business as the global smartphone market extends a prolonged decline.

The news came as a surprise to Zeku employees, who received less than a day's notice. One employee told the SCMP that workers were told on Thursday not to go into the office the next day. “I can't even go back to the office to get the laptop.” https://www.scmp.com/...
2023-05-12 View on X
Bloomberg

Oppo closes its chip design unit Zeku due to global economic uncertainty; Zeku developed the MariSilicon X image-processing chip used in Oppo's flagship devices

Oppo, China's biggest domestic smartphone maker, is closing its chip design business as the global smartphone market extends a prolonged decline.

2023-04-08
This notice seems instead to be Twitter's latest hostile move toward Substack after the email newsletter platform announced its own Twitter-like “Notes” feature on Wednesday. https://www.theverge.com/...
2023-04-08 View on X
Racket News

Matt Taibbi plans to use Substack Notes instead of Twitter after learning Twitter is blocking Substack links because the company is upset about Substack Notes

On staying at Substack, and leaving Twitter, I guess  —  Earlier this afternoon, I learned Substack links were being blocked on Twitter.

This notice seems instead to be Twitter's latest hostile move toward Substack after the email newsletter platform announced its own Twitter-like “Notes” feature on Wednesday. https://www.theverge.com/...
2023-04-08 View on X
The Verge

Twitter starts marking Substack links with a warning that the link “has been identified by Twitter or our partners as being potentially spammy or unsafe”

Twitter has started marking links to Substack as unsafe.  If you click on a link on Twitter with substack.com in the URL …

2023-02-21
“Apple has captured Gen Z in the US so thoroughly that younger consumers fear being socially ostracised for not having an iPhone, a trend that will allow the tech giant to gain market share across multiple product categories.” @PatrickMcGee_ https://www.ft.com/... https://twitter.com/...
2023-02-21 View on X
Financial Times

A look at Apple's smartphone dominance among Gen Z, who make up an estimated 34% of all US iPhone owners, as Samsung and Android struggle against iMessage

Younger Americans prefer an iPhone over Android by huge margins, creating unusual pressure over how they communicate

2023-01-18
“Apple is facing political, strategic and investor pressure to dramatically cut its manufacturing reliance on China. The threat of tariffs loomed large during the Trump admin; Biden has only hardened Washington's stance against Beijing.” @PatrickMcGee_ https://www.ft.com/... https://twitter.com/...
2023-01-18 View on X
Financial Times

As Apple shifts from China, experts worry India will struggle with iPhone production due to supply chain issues, labor woes, a lack of automation, and more

The tech giant increasingly finds itself beholden to America's biggest geopolitical rival.  But is diversification even possible?

2023-01-16
Alibaba has been paying academics to lobby Chinese authorities to relax regulations and rehabilitate its reputation as the ecommerce group attempts to navigate Beijing's tech crackdown. https://www.ft.com/... https://twitter.com/...
2023-01-16 View on X
Financial Times

Investigation: Alibaba paid Chinese scholars to lobby authorities to relax regulations and rehabilitate its reputation, hoping to navigate China's clampdown

Alibaba has been paying academics to lobby Chinese authorities to relax regulations and rehabilitate its reputation … Tweets: @edourdoo , @henrysgao , @marietjeschaake , @angelazha...

Alibaba has been paying academics to lobby Chinese authorities to relax regulations and rehabilitate its reputation as the ecommerce group attempts to navigate Beijing's tech crackdown. https://www.ft.com/... https://twitter.com/...
2023-01-16 View on X
Reuters

Chinese ride-hailing giant Didi says regulators have lifted a ban on new user registrations, signaling an end to a longrunning regulatory crackdown

China's ride hailing giant Didi Global said in a statement on Monday that it would be allowed to resume new user registration, after a more than year-long ban that curbed its growt...

2020-09-17
Oracle will be able to check all source code from the algorithms that decide which TikTok videos get shown to which U.S. users to ensure there are no entry points for the Chinese parent. https://www.bloomberg.com/...
2020-09-17 View on X
Bloomberg

Sources: Oracle's bid for TikTok falls short of addressing Trump administration's national security concerns; a final decision has not yet been reached

Oracle Corp.'s bid for TikTok falls short of resolving concerns of Trump administration officials that the Chinese-owned video-sharing app poses …

Oracle will be able to check all source code from the algorithms that decide which TikTok videos get shown to which U.S. users to ensure there are no entry points for the Chinese parent. https://www.bloomberg.com/...
2020-09-17 View on X
Bloomberg

Sources: as part of its proposal to the Trump admin, Oracle would get full access to TikTok's source code and updates to search for back doors from ByteDance

Bloomberg :