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Posts published in “Commodities”

Company or cult?

The dividing line between firm and sect is often thin. How to tell them apartHERE ARE some common characteristics of cults. They have hierarchical structures. They prize charismatic leaders and expect loyalty. They see the world as a hostile place. They have their own jargon, rituals and beliefs. They have a sense of mission. They…

When will the semiconductor cycle peak?

Busts follow booms in the chip business. Governments could make things worseAMID A CHIP shortage that has hobbled producers of everything from toys to wind turbines, chipmakers are on a spending spree. On January 13th Taiwan Semiconductor Manufacturing Company (TSMC), the world’s biggest contract manufacturer, said it would spend up to $44bn on new capacity…

Making sense of the East-West divide in tech

THANKS TO A venture-capital (VC) boom, it is no longer unusual to find tech unicorns, as unlisted startups valued above $1bn are known, springing up in middle-income countries. However, two coming from Turkey are particularly strange creatures. First, they are big. Trendyol, an e-commerce company, is valued at $16.5bn, giving it the status of a…

Just how big in media does Apple want to be?

AS VIOLINS PLAY mournfully, Jon Stewart, an American comic, makes a mock-emotional appeal to viewers. “Every year thousands of hours of high-quality content go unwatched,” he says seriously. “Because good, hard-working people… don’t know how to find Apple TV+.”Listen to this storyYour browser does not support the element.Enjoy more audio and podcasts on iOS or…

How the pandemic has changed the weather in the technology industry

THE TECH industry recently appeared to be sitting on cloud nine. One record after another fell when quarterly results were reported three months ago. Revenues had grown by 40% on average compared with the same period a year ago and profits by 90% for the five Western technology titans—Alphabet (Google’s parent company), Amazon, Facebook, Apple…

Facebook’s rumoured name-change reflects ambition—and weakness

The company is more than a social network. It also has a reputation problemWORTH NEARLY $1TRN, Facebook is the world’s sixth-most-valuable company. Its revenues have grown by 56% in the past year, and its share price by more than a quarter. Nearly 3bn people use its products every month. Why would such a glittering success…

Samsung Electronics wants to dominate cutting-edge chipmaking

SAMSUNG ELECTRONICS (SE) is a behemoth. The South Korean tech company is the crown jewel of the mighty Samsung chaebol, as the country’s conglomerates are known. It makes more smartphones than any other company in the world, as well as home-entertainment systems and appliances. It dominates the manufacturing of memory chips, which are used to…

Huawei should dissolve, disperse and seed China’s high-tech future

HUAWEI, A CHINESE firm emblematic of the breakdown in Sino-American relations, makes for a perfect business-school case study. Less than two years ago the company, based in the southern boom town of Shenzhen, had not only surpassed Nokia and Ericsson, its Nordic rivals, to become the world’s leading supplier of telecoms infrastructure. It had also…