H.E.R.O.’s Journey in Tech (21 August 2018) – GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand + Why Honor Matters

H.E.R.O.’s Journey in Tech (21 August 2018) – GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand + Why Honor Matters


  • Trend Micro’s ‘virtual patching’ to protect firms against cyber attacks (Quint)
  • Fujifilm instant camera finds new life on social media; ‘Photo-in-a-photo’ craze inspires sales target of 10 million units (Nikkei)
  • China start-up’s US$300 million IPO risk disclosure: no licences, Ebola virus; Shanghai-based Qutoutiao, a company backed by Tencent, operates a mobile app that aggregates Chinese news and short videos (SCMP)
  • A unit of Universal Scientific Industrial will take a 60 percent stake in electronic manufacturing services firm Chung Hong Electronics Poland to gain a foothold in the EU market (Yicai)
  • Ping An Good Doctor to expand medical services platform in Southeast Asia this year; The company will give users in the region access to artificial intelligence-assisted online medical consultations, medicine delivery and appointment bookings (SCMP)
  • TouchPal keyboard developer CooTek files for a $100 million IPO (Technode, CMN)
  • GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand (Digitimes)
  • Atlassian’s head of product urges startups to ‘dig deeper’ (Age)

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

  • Ant Financial delays IPO plans again (Technode)
  • Alipay launches “shared parking” service in Hangzhou (Technode)
  • Tencent’s WeChat wallet is luring Malaysian users with free money (TIA)
  • Gaming the right way? Tencent’s overseas investment strategy (TIA)

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

  • In China, Google must go by any other name; Internet search company should use a different brand for censored results (Nikkei)
  • Nvidia Unveils New Chip Design for Gaming Machines Sending Shares Higher (Bloomberg); New Nvidia gaming chips aim to boost realism of graphics (Reuters)

Asia Tech & Innovation Trends

  • Chinese investors protest in Shanghai’s financial district over P2P woes (Reuters)
  • Some Techies Are Shunning Silicon Valley for the Japanese Dream (Bloomberg)
  • How Micromax, Intex, Lava and Karbonn-aka MILK-lost their dominant position (Forbes)

Global Tech & Innovation Trends

  • How Crowded Are Tech Stocks? (CFA)
  • Startup adviser Elad Gil is worried that we’re losing our ability to be optimistic about tech (Recode)
  • Farfetch is succeeding in luxury fashion where Amazon has failed (qz); Farfetch: clue is in the name: Luxury retailers are meant to be costly, but online aggregator is running at a loss (FT); The Crowded Market for Luxury Tech; Online luxury specialist Farfetch isn’t as unique as the first draft of its IPO prospectus would have investors believe (WSJ); Farfetch targets New York listing as luxury web sales thrive (Reuters)
  • Fitbit: As Smartwatches Boom, a New Tracker Arrives (Barron’s)
  • Tech stars have no reason not to be profitable: DocuSign’s Dan Springer. The chief executive of $12.5 billion e-signature company DocuSign, Dan Springer, has called out tech companies that aren’t profitable by the time they hit $500 million in revenue as “lazy”. “I don’t understand the concept of when you’re at scale, not running a profitable business. It’s a weird message to send to employees and it raises questions for investors” (AFR)
  • Videogame Developers Are Making It Harder to Stop Playing; Players are logging more hours as developers find new ways to keep them engaged (WSJ)
  • LinkedIn Will Allow Economics Researchers to Mine Its Data (Bloomberg)
  • Cloud Companies And 10x Revenue Multiples (Crunchbase)


  • Why Honor Matters (Farnam Street)
  • The Akrasia Effect: Why We Don’t Follow Through on What We Set Out to Do and What to Do About It (James Clear)
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