#BREAKING: Trump says new semiconductor tariff plan coming as soon as next week www.cnbc.com/2025/08/05/t...

1/ TSMC — the world’s leading chipmaker — just revealed a potential trade secret leak. This isn’t just a company problem; it’s a big deal for global tech and geopolitics. Let me break down why. 👇

1/ 🚀 Big move today: Samsung has joined a $150–200M fundraising round backing South Korea’s AI‑chip upstart Rebellions ahead of its IPO plans. Details: - Rebellions speaking to current investors and global investors for more funding - This is a series C - Valuation could go north of $1 billion

Chinese tech giant Alibaba is planning to launch a pair of AI-powered smart glasses this year. It'll be a potential rival to Meta's Ray-Bans. Alibaba promises navigation via mapping and payments via Alipay www.cnbc.com/2025/07/28/a...

Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla. This is a big deal for Samsung and also a win for Amercia's reshoring efforts. Here's why🧵

Tesla's Europe sales continue to plunge. One of its biggest issue is the brand damage caused by Elon Musk's involvement in politics. But also Tesla has an ageing lineup and needs a new car www.cnbc.com/2025/05/27/t...

Trump says he doesn’t want Apple building products in India: ‘I had a little problem with Tim Cook’ www.cnbc.com/2025/05/15/t...

Nintendo expects to sell 15 million units of the Switch 2, in its first forecast for the console. It's a pretty strong start and this company has been a master of keeping users hooked into its franchises and characters like Mario, Zelda and Pokemon. Here's my analysis

Here's some of the key tech stories to catch up on this morning: 1) #Nintendo forecasts sales of 15 million Switch 2 but warns that tariffs could have an impact. #NintendoSwitch2 is looking strong out the gates www.cnbc.com/2025/05/08/n...

#Apple stock down nearly 7% in pre-market. If losses hold at the close, it will be the worst one-day drop since 2020. All of this is over Trump's tariffs which will impact all of Apple's manufacturing hubs. I'll try and break it down $AAPL

Huawei launches the Mate XT trifold phone outside of China as it charts and international comeback www.cnbc.com/2025/02/18/h...

Xi Jinping and China’s tech billionaires: A short story on where we are now and why investors are getting excited again. Context: I reported from China between October 2018 and December 2021 while Beijing was tightening its grip on the tech sector.

This feels important from DeepSeek. They're saying that the models can get better and the limitation is "hardware" - presuming this means chips more broadly. So isn't this counter to the panic hitting AI infrastructure stocks today? It seems spending will have to continue

Watch the full discussion btw @thomwolf.bsky.social and @arjunkharpal.bsky.social at Davos: www.youtube.com/watch?v=8qUT...

I'm at #Davos and will be in The Sanctuary. Speaking to CEOs of Circle, Binance, Qualcomm and Volvo Cars. Plus AI firms Cohere, Hugging Face, SambaNova and Databricks. AGI with Max Tegmark and Yoshua Bengio. Plus Bertrand Piccard's big mission. Agenda: www.cnbcevents.com/wef2025/

TSMC, the world's biggest chipmaker, posted record profit in Q4. Here's some of the biggest takeaways and what the results potentially signal about Apple, Samsung, memory demand and AI:

TSMC, the world's biggest chipmaker, posted record revenue for 2024. The company is benefitting from the continued AI boom from customers like Nvidia www.cnbc.com/2025/01/10/t...

The Biden admin to date has set rules around export of AI chips and tech based on their capabilities. This would go a step further and be a lot more widesweeping if the ruels come into place. But there's also a bigger play here - the US setting AI "standards"... www.bloomberg.com/news/article...

When #Nvidia CEO Jensen Huang speaks, the market listens. - He said Samsung needs to redesign its high-bandwith memory but he has "confidence" that Samsung will achieve this. Samsung shares rise - Huang says Quantum Computing 20 years off. Quantum stocks fall Any other CEO with that power?

#Bitcoin flirting with $100,000 again. If it goes past that mark, it would be the first time this year. $BTC

“Tesla has to discount aggressively to keep pace with the ongoing price war in the market" Tesla posted record sales in China in 2024. This year might be a bit tougher www.cnbc.com/2025/01/06/t...

Shipments of foreign mobile phone brands in China fell 47.4% year-on-year in November. Apple accounts for the majority of foreign phone sales. This is further pressure on Apple which is mainly coming from domestic players like Huawei. Plus, Apple Intelligene is not out yet $AAPL

#Tesla is one of the most divisive stocks on Wall Street. What is its 122 times forward P/E valuation based on? A lot of things. At one time, car deliveries were everything. Then it was AI/robotaxis/autonomy. Then it was Trump. Right now, I’d argue Trump is driving it the most $TSLA

Happy new year all! Will start to post here as well in 2025. Expect tech analysis - lots of stuff on chips, crypto, Big Tech, AI, China and Asia - and everything in between. Looking forward to engaging with you all