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H.E.R.O.’s Journey in Tech (7 August 2018) – ‘Made in USA’ push is here to stay: Taiwan tech giant; Advantech, world’s biggest industrial IT company, ready to expand in America

H.E.R.O.’s Journey in Tech (7 August 2018) – ‘Made in USA’ push is here to stay: Taiwan tech giant; Advantech, world’s biggest industrial IT company, ready to expand in America

Companies

  • Billionaire Clothes Makers Trade Barbs Over How to Measure Customers (Bloomberg)
  • Tencent-backed Weimob files for Hong Kong IPO as marketing solutions provider joins rush to go public (SCMP)
  • Chinese tech group Bytedance plans IPO: Rising star behind Toutiao news feed and video app Douyin frustrated by crackdown; Chinese president Xi Jinping’s crackdown on online content had an impact on Bytedance’s fundraising (FT)
  • China’s Xiaomi says parts supplier Holitech Technology to invest $200 million in India (Reuters)
  • ‘Made in USA’ push is here to stay: Taiwan tech giant; Advantech, world’s biggest industrial IT company, ready to expand in America (Nikkei)
  • Delta Electronics showcases CPS application to smart manufacturing (Digitimes)
  • The man leading Seek’s push into high-risk, high-reward emerging markets has defended its focus on growth, after the online recruitment giant was forced to write down its operations in Latin America (Age)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Tencent Leads $50M Pre-A Round In Chinese AI Chip Maker Suiyuan Technology (CMN)
  • SoftBank’s evolution to tech investor pays off; Vision Fund ranks as group’s top contributor to record earnings (Nikkei); SoftBank’s Operating Profit Jumps 49%, Boosted by Vision Fund; A one-time gain from the stake sale of Arm’s Chinese operations also contributed to the increase (WSJ)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Facebook to Banks: Give Us Your Data, We’ll Give You Our Users; Facebook has asked large U.S. banks to share detailed financial information about customers as it seeks to boost user engagement (WSJ); Facebook shares recover on optimism its Messenger chat app can build closer banking relationships (SCMP)
  • How Apple’s Posse Fared on the Road to Trillionaire Status; The iPhone maker’s entourage of suppliers and partners has had mixed fortunes. (Bloomberg); Here’s Apple’s Plan to Keep From Losing the World’s Fastest-Growing Smartphone Market (Bloomberg)

Asia Tech & Innovation Trends

  • The only thing mythical about unicorns these days are their valuations (SCMP)
  • Didi to invest US$1 billion in one-stop car services business (SCMP)

Global Tech & Innovation Trends

  • Internet of Things Adoption to Rise Despite Security, Data Integration Challenges; Integrating IOT data into day-to-day operations among top challenges cited by decision makers (WSJ)
  • Spotify: The Crucial Change That Almost Came ‘Too Late’ (Barron’s)
  • Airbnb’s Great Wall of China competition upsets Chinese social media users (SCMP)
  • Can This Man Make His Video Gaming Team a $1 Billion Business? (Bloomberg)
  • Developers Add Smart-Lock Technology to Let the Dogs Out and the In-Laws In (Bloomberg)

Life

  • Morgan Housel discusses how the internet shapes consumer values, the power of shows like Chef’s Table, the sudden rise of Vanguard, under-reported insights from Warren Buffett and Howard Marks (Perell)
  • How Whole Foods Started an Organic Revolution and Became a $13 Billion Company (PH)
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